Gregg Hartmann

E: gregg.hartmann@ceterainvestors.com
P: 720-432-0923
F: 720-501-6665

Gregg focuses his practice on helping clients achieve financial confidence, with special emphasis on asset management through tailored advisory accounts, structured retirement income planning, and tax-efficient estate settlements. Through his twenty-eight years of experience, he has served clients from all walks of life and seeks to provide prudent judgment through all phases of the market cycle.

Gregg also has extensive experience helping small and mid-size entrepreneurs in business matters, establishing corporate retirement plans, buy-sell agreements and transitioning to life post business sales. His retirement planning experience includes using required minimum distributions, net unrealized appreciation, and Rule 72T calculations to increase liquidity, for early retirement. In addition, he is familiar with both revocable and irrevocable trusts as an estate planning tool, to maximize assets passed on to heirs. He will work directly with your attorney to ensure that your estate planning needs are met and adjusted as circumstances change.

Gregg has personal experience in subdividing and developing land from government entitlement, through infrastructure completion and property sale. Gregg and his wife Karen have been married for twenty-five years and have two children in college, one of whom is a Ram and the other a Buffalo! Gregg has recently served on both the Bear Creek High School PTA and Marching Band Board of Directors. During his downtime, Gregg enjoys working his Labrador Colby as well as woodworking and foreign travel.