York Asset Management, Inc.
Jack York helps clients achieve retirement and personal goals by utilizing a planning process that helps them plan effectively, invest wisely and map a realistic financial course.
In the 35 years since Jack began his career as a financial advisor, there have been many changes to the global financial landscape: major market shifts, economic booms and busts, and profound technological advances. What has remained constant throughout these times of change is Jack's commitment to helping his clients meet their financial goals.
Jack serves individuals and families, with a particular focus on assisting clients who are retired or nearing retirement—a critical inflection point in their financial lives. Typically, these clients have a healthy retirement savings, but they may need a strategy that blends a variety of investment products to help them maximize their retirement income. Planning for key risks, including market risk, inflation risk and longevity risk, is a first-order responsibility for Jack, who leverages his experience and sophisticated technology to understand, measure and help mitigate these risks.
After graduating from Western State College with a degree in Business Administration, Jack began his career as a financial advisor. For the past 35 years, he has enjoyed helping clients reach and maintain their financial goals.
Jack and his wife, Ellen, are outdoor enthusiasts, and regularly take advantage of the great hiking trails and snowshoeing available in Colorado. When he is away from the office, Jack's true passion is upland bird hunting with his two English Setters. He serves as a board member for Cheyenne Village, a non-profit organization serving adults with developmental disabilities.
Cindy Austin is a professional with more than 31 years of experience in the securities industry. During her career, she has served as a receptionist, wire operator, operations manager and division manager’s assistant. Her strong and diverse background enables her to provide a seasoned perspective and effective client service.
Cindy is outgoing and quick to solve problems, answer questions, provide solutions and proactively communicate important information to clients. Her commitment to providing excellent service, paired with her strong understanding of client needs, results in a memorable client experience marked by thoroughness and personalization.
Cindy has a variety of interests, including hiking, boating, baking, cooking, sewing and reading. However, her first priority is her family. She comes from a family of 12 children, and currently has 45 nieces and nephews. Despite the challenges in number and distance, they remain close-knit, and she is proud that the family annually vacations to Sequoia National Park, renting 35 cabins and participating in family dinners each night.
Rob Forest has more than 17 years of financial services industry experience. He is responsible for processing account paperwork, monitoring financial transactions and providing clients with an excellent service experience. He earned his undergraduate degree from Fort Lewis College and holds the Series 7, 63 and 66 licenses.
Rob enjoys spending time with his daughter and a variety of outdoor activities, particularly four-wheeling.
Kerry has spent the past 17 years with large financial services firms in a variety of roles with increasing levels of responsibility. Most recently, she was responsible for the oversight of the profitability, human resources and client service functions of 15 branches with more than 450 employees across three states.
The variety of roles Kerry has filled provides her with the background needed to fill her role as Director of Operations with Resolute Independent Advisors. Together with Todd and Brad, she helps ensure the smooth operation of the office, with the goal of making it a great place for employees and clients alike. Kerry also coordinates the group’s philanthropic endeavors to help make an impact on the Colorado Springs community.
Having grown up on the East coast, Kerry attended Lehigh University in Bethlehem, PA, where she received her Bachelor of Science degree with a focus in Finance and Marketing. It was here that she met her husband, Spencer. Their mutual love of the mountains and the outdoors in general drew them to Colorado. They are both passionate about mountain biking and snowboarding, and also spend time hiking, running and road biking. Kerry and Spencer share their home with their two Viszlas, Spokes and Hermosa.