Loni Mann

Loni Mann

Registered Administrative Associate

Phone: (970) 622-2366
Fax: (970) 622-2395
E-mail:


Loni Mann is our Operations Coordinator and ICA Assistant.  Loni has been a part of our team since June, 2004.  She has a BS in Business Administration with a concentration in Management from Colorado State University.  She is responsible for processing your new account paperwork, transfers, rollovers and answering any service questions that you may have.  She also takes care of all your account maintenance requests.  She and her husband Joel have an adorable daughter named Devyn.  In her spare time, Loni enjoys spending time with her family, biking, camping, going for walks and many other outdoor activities.  Loni looks forward to helping you meet your financial goals.