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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Shane Bauman*


(303) 548-4810

Shane Bauman has been in the Financial Services industry since 2011. During his 10+ years in financial services, Shane has served in the role of Advisor, Managing Director and President. He thoroughly enjoys helping professionals actualize their dreams and pursue their passions by utilizing financial services as a platform for success.

Prior to his career in Financial Services, Shane worked in various leadership and sales roles in the Real Estate, Marketing and Education sectors. His passion is in helping people reach their personal, business and career goals. He’s accomplished much of this in working with small business owners and entrepreneurs. With his extensive background in running small companies, Shane understands the challenges of wearing multiple hats while striving for the balance between a strong culture and maximum profitability. He helps advisors grow in the areas of: Retirement Income Planning (utilizing WBC); Wealth Accumulation; Liquidity; Income and Asset Protection; Investment Strategies; Group and Work-site Benefits; Advanced Business Planning and Estate Planning.

Born and raised in Colorado, Shane acquired his Bachelor of Science degree in Business Administration with a minor in Visual Arts. A resident of Castle Rock, he and his wife of 20 years, Jenni, have 3 amazing children- his son, Kade, who just graduated from ASU Law; daughter, Graissen, who attends CCU; and daughter, Macie, who is a high school senior. In his spare time, Shane enjoys hiking, fishing, men’s ministry, reading, movies and music.

Ivan Jones*

Executive VP


Ivan Jones began his career in financial services in 2011. As the owner of a property and casualty firm he quickly recognized the needs his clients had beyond the scope of their home and auto protection. His practice evolved and he began helping clients take a more holistic approach to financial decision making by helping them fit the "puzzle pieces" together. Ivan stepped into a leadership role in 2015, fueled with a passion to provide opportunities to ambitious people who desire to make a meaningful impact in the lives of others by guiding them during their unique financial journey. 

Ivan is a native of the great state of Colorado and grew up in northeast Denver. Prior to his career in the financial services industry, Ivan worked primarily in the sports industry with the Denver Broncos, Colorado 14ers, and the Denver Nuggets. 

Ivan has been married to his amazing wife Rachel for 18 years and they have 4 beautiful daughters, Kamaria (22), Alyra (18), Chloe (15) and Bailey (12). When he isn't working he enjoys fishing, camping, hiking, golfing, reading, crossfit, watching sports and joining an occasional pick up basketball game. 

Maggie Drucker

Executive VP of Culture and HR

Maggie Drucker has been educating people on financial practices for her entire career.  Initially working for healthcare companies, Maggie did benefit and 401(k) education for their over 10,000 employees.  This love expanded to include work in technology, the atmospheric / welding industry and eventually the beef industry.  Five years ago, she elected to further expand her knowledge through formal licensing and now shares her passion and knowledge with companies, their employees and individuals.

Maggie’s roots are grounded in the Midwest where she still has family in Iowa and cheers for Iowa State where she began her education.  She then ventured to California where she spent nearly twenty years in Sacramento and the Bay Area obtaining a Bachelor of Science and master’s at the University of San Francisco.

Indy and Sweet Pea (mother and daughter shepherds) are spoiled rotten by their newlywed “parents”, Eric and Maggie, and would spend all day every day at Cherry Creek Dog Park if allowed.  Fortunately, they all enjoy time in their yard with numerous perennial gardens – one of many passions.  Right about the time Maggie met the love of her life she trekked across Spain on the Camino de Santiago as she thoroughly loves international travel to include the study of good wine and food.  Down time also includes golf, learning to fly fish, hiking our beautiful state, and entertaining friends.

Jervis DiCicco

Operations Consultant/Financial Professional

Jervis L. DiCicco has been helping clients with Financial Services since 2007.  For over 12 years, Jervis has acted as an advocate for his clients, serving individuals, families, and small businesses with an array of strategies and solutions specifically tailored to their needs.  Jervis operated his own business for over 10 years and brings a combination of experience, ingenuity, personal skills that make him an ideal fit for his role as Executive Vice President of Operations at RISE.

What drives Jervis is empowering others to achieve their vision of prosperity.  Designing and implementing strategies and procedures that efficiently support client goals, Jervis endeavors to make the financial process clear, impactful, and enjoyable.

Prior to his career in Financial Services, Jervis raised money for a non-profit and worked in the mortgage industry.  His leadership, creativity, and personal skills translated on the soccer field, where he played through college and spent seven years coaching at the collegiate, high school, and club levels.  He is a Toastmaster’s District Champion, hosted a radio show and made several other radio appearances, and has served as Director and President for BNI chapters.  Jervis was raised in the suburbs of Detroit and earned his Bachelor of Arts degree at Principia College.  A resident of Highlands Ranch, he and his wife, Kayle, have two young sons: Wyatt and Cody.  In his spare time, Jervis enjoys caving, camping, hiking, reading, board games, sports, and running.  He has completed a half-marathon, two full marathons, a 55k, and the “Christmas Challenge.” 

Raymond Master*

Financial Advisor


Raymond Master has been serving and leading people all of his adult life. Passionate about seeing people actualize their resources and enjoy their blessings, Ray brings two decades of leadership, education and counseling experience to every client. Ray joined the Financial Services industry in 2013. Ray lives in Arizona and enjoys serving people in his local community as well as in other states where he is licensed.

Prior to his career in Financial Services, Ray served in various leadership roles in Education, Small Businesses, and Churches. He has extensive experience in mentoring and coaching, and earned his Masters in Education in 2004. Ray’s ability to see the big picture while paying close attention to details allows him to convey a fully integrated approach to coaching and decision-making.

Ray and his wife, Amber, have four amazing children - Aaron (16), Daniel (14), Tanner (11), and Micayla (8). In his “spare time”, he enjoys activities with his family, jamming on the piano, reading, and watching movies.

Reed Hogue*

Financial Advisor


Reed Hogue is a Colorado native and has been a financial services, investment, and insurance professional since his graduation from the University of Denver, Daniels College of Business MBA program in 2000. 

Reed’s passion as a Financial Advisor centers around one key focus: caring for individuals and families’ financial well-being and success.  Throughout his professional career he has emphasized creating, implementing, and monitoring financial plans for persons of different financial stages and solving for the challenges and concerns that are unique to each.  He follows a disciplined financial process to assure clients are confident in their customized plan and monitors and discusses them often with each client.  He evaluates and utilizes an array of different solutions in the accumulation and distribution stages to create confidence and peace of mind.

Reed and his wife, Elizabeth, have two sons, Jack (9) and Henry (4), and a yellow lab, Elsie.  In his leisure time he enjoys flyfishing in Estes Park, Colorado as well as duck, goose, and pheasant hunting across the state.