Our Team

I had an early start in business. As a sophomore in high school I took over the family excavation business. My younger brother and I specialized in doing technical, difficult, and often dangerous excavation work for Aspen Skiing Corporation. We also contracted for personal residences in Aspen and Snowmass. I learned at an early age the value of hard work and the satisfaction in helping our client’s dreams come true.

In college I worked with the Small Business Loan Association helping small firms in all aspects of business planning including marketing, accounting, space design and inventory tracking. This began my interest in the financial services field. In March 1979, I started in the financial services for a reputable company which began my journey.

I opened Capital Resource Group, Inc. (CRG) in 1991 as an independent full-service financial consulting firm. I truly enjoy helping our friends and clients design, implement and achieve their goals. It has been gratifying to attend graduations of client’s children and retirement parties over the years.

I hold both the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from the American College. I attended Colorado State University and earned a Bachelor of Science degree in Business Administration. My areas of emphasis were Finance, Marketing, Personnel, Accounting and Labor Law.

At CRG we consider our clients family and treasure the special relationships developed over the years by earning their trust. The journey continues and we welcome any who seek assistance with their quest for financial security.

Ian has been in the financial services industry since 2011. He holds his FINRA 7 & 66, life, health, and long-term care insurance licenses. He was raised in the Littleton area before attending Colorado State University. He graduated with an Economics degree with a concentration in Economic Forecasting and a Business Administration Minor. After brief stints in Colorado Springs and Tampa, Florida he and his wife have settled back in Littleton with their two daughters. He greatly enjoys creating and maintaining financial road maps for clients to meet their financial goals and be as prepared for the unexpected as they can be. In his spare time, he enjoys the Colorado outdoors with his family via skiing, hiking, and hunting.

Ian can be reached at ian@crg1.com.

Lysa joined CRG in November 2015 after retiring from United Airlines. Lysa works part time out of the office and helps with general projects for CRG. She enjoys spending her time with Pete and her grandbabies. She is enjoying her retirement.

Lysa can be reached at lysa@crg1.com.

Don has been an accountant since 2004 and a licensed CPA in Colorado since 2006. He has over 10 years of public accounting experience serving the accounting and tax needs of both small business and various industries and individuals. Don received his Master’s Degree in taxation from the University of Denver in 2010. Don believes in being proactive by keeping his clients up to date on the ever changing tax laws and prides himself on being responsive to client’s needs. When Don isn’t on the phone arguing with the IRS he enjoys traveling with his wife and two children.

Don can be reached at don@juvotax.com or 720-226-4590.

Don Dickey is not affiliated with Securities America. Securities America and its representatives do not provide tax advice.