About Andrew Rothenbury

Finance has always been a passion of mine. I was raised on Dave Ramsey's envelope system and I saw how that transformed our finances and reshaped my goal of financial security. What I love most about this work, is that I get to spend time hearing people's stories, solving problems, and building long-lasting relationships.

My mission is to encourage families in the Colorado Springs area to get their money to work for them, while providing clarity and confidence around retirement income and investments. I'm a Colorado Springs native. It’s the place my wife Katie, our daughters Lainey & Hallie, our dogs Rhodey & Dawson, and I enjoy work, family, and building community. Katie and I met while attending a retreat with Campus Crusade in college. We enjoy snowboarding, hiking, and golfing.

Our Work

We're a comprehensive financial service firm that focuses on retirement income, investment, tax efficiency and estate planning. What is most fulfilling about this career is hearing my client's stories, solving problems, and building long-lasting relationships.

As a Financial Advisor at the Peak Legacy Group, I saw an opportunity to affect change across generations with sound financial advice while guiding our clients toward good stewardship. Our aim is to provide clarity in your situation, reduce financial stress and uncertainty, and put time back into your retirement for your priorities and passions.

Through planning, we answer questions like "Am I on track to retire?" "Can I retire early given my current savings". Even questions you didn't even know you had, "What are my biggest risks or things that will derail my plan?" "Am I still working because I feel like I have to or do I genuinely like what I do?"

Here are a few items that we can explore:

Retirement Income

Wealth Management

Custom Portfolios

Life Insurance

Personal
Business

Tax Efficiency

Tax-Loss Harvesting
Roth Conversions
Business Sale

Estate & Wealth Transfer Strategies

Charitable Giving

Donor Advised Funds

Generosity

Thrivent offers financial support to our members to benefit organizations they're passionate about in their communities. Ask Andrew what it takes to become a member.

"All you can take with you is that which you've given away" - Peter Bailey. It's a Wonderful Life

Organizations Andrew likes to support:

Life Network
Campus Crusade
Habitat for Humanity

Meet My Team

Peak Legacy Group

We're a comprehensive financial planning firm that focuses on retirement income, investment, tax efficiency and estate planning.