A successful retirement is rooted in proper planning.
GROWTH IS GOOD.
President and Principal of Wealth Preservation Group, Inc. a Colorado Corporation since 1999, John holds NASD Series 65 and Texas and Colorado Insurance licenses for life, health and long-term care so that he can offer financial services and advice to clients that may help to preserve their assets, increase their income and reduce their taxes. John will provide comprehensive financial planning, including retirement planning and portfolio management. With extensive, timely and unparalleled financial solutions, John is committed to offering a one-source solution for management, growth and preservation of his clients' wealth.
As an independent Investment Advisor Representative, John provides personal financial advice that is free of a preconceived solution and that is suited to his clients' needs. Having worked with attorneys in Texas and Colorado, John has a working knowledge of the importance of a complete estate plan, including the proper implementation and execution of planning documents. With clients across Colorado and Texas and a few more in Nebraska, New Mexico, Michigan, Minnesota, Oklahoma, Utah and California; John is proud of his company's Better Business Bureau's Gold Star Rating for excellence in customer service.
John W. Yarbrough
Vice President and Principal of Wealth Preservation Group, Inc., Debra holds Texas and Colorado Insurance licenses for life and health. As the marketing "cog" of the company, Debra is responsible for the creation and implementation of all company communications. Responsible for the newsletters, website, client events, seminars, birthday and anniversary greetings and other "touch" marketing, Debra enjoys the ability to provide the company customer service standard that our clients and friends deserve.
A Native of Central Texas, Debra studied Biology at Texas A&M University in College Station, Texas finishing in 1979. After a 16-year career in retail management, joined an insurance marketing firm in Houston as an assistant in the marketing department. After moving with John to Colorado Springs in 1998, Debra joined a Denver based insurance marketing firm in their marketing department. In the eight years with that firm, she helped develop numerous marketing programs, including taking the lead in the development of a tax preparation program for financial professionals that has been utilized by financial professionals across the nation.
Debra S. Yarbrough
Meet Our Team of Dedicated Professionals
Conducting business at the highest standards of honesty, integrity and fairness.
Mike joined our company in September 2014 and is a Colorado licensed Insurance Agent for Life, Health and Long Term Care. He is dedicated to assisting families with their financial and retirement planning needs and objectives.
Mike completed undergraduate studies in Business at Regis University and is currently working on his MBA in Accounting and Finance. To insure that he is serving his clients in the most clear and consistent way possible, he is committed to remaining current with the ever-changing facets within the retirement and financial planning industry.
Mike’s career spans three decades beginning with the United States Air Force. Mike served as a Law Enforcement Supervisor at duty stations in the Philippines and Denver Colorado. Mike received an Honorable discharge in 1991 after serving six years on active duty. Mike continued his public service career as a Police Officer with the City of Wheat Ridge Colorado from 1991 to 1995. Mike was also a Police Sergeant for the City of Fort Collins Colorado where he commanded the Downtown Station. As an advisor of the Downtown Development Authority, Mike developed a passion for small business and decided to become an entrepreneur in 2003.
For the next ten years Mike owned and operated several small business including a big box fitness franchise in Westminster Colorado. Mike helped hundreds of people work on their physical fitness for over 8 years. Dedicated to helping people, Mike easily transitioned to helping people with their financial fitness and joined Wealth Preservation Group, Inc.
Mike is dedicated to getting to know his clients and their unique needs while working with them to put together plans that are efficient and help to provide the means to live a retirement they have envisioned.
Mike and his wife Jane have been married 29 years and have an adult son who lives in New York City.
Michael J. Steele
Tax Preparation Professional with over 26 years of experience. After completing an accounting course of study at Simpson College in Indianola, Iowa in 1975, Mark worked with several companies in Retail Management before entering into the Sales and Marketing profession.
In 2001, Mark moved his tax practice to his home and accepted a position with one of the nation's largest insurance wholesalers. In that position, Mark supported insurance professionals nationally by advising them of the different tax implications regarding annuities and qualified plan distributions. Today, Mark still works with this company as an outside consultant supporting financial professionals nationwide.
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Wealth Preservation Group | 9035 Wadsworth Pkwy., Suite 3500 | Westminster, CO 80021 | 720-540-3300
©COPYRIGHT 2014. WEALTH PRESERVATION GROUP. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS PROHIBITED.
Investment advisory services are offered through Virtue Capital Management, an SEC Registered Investment Advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
Please be advised that presently, John Yarbrough holds Series 65 Licenses in Colorado and Minnesota. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by John Yarbrough before proceeding further. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
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