Our History

Clients have counted on A&I Financial Services to navigate financial decisions for over 30 years. We are a second-generation, Colorado-owned and operated firm. As an independent firm, we are free to select the financial partners, products and service providers that will best position our clients for success.

Art and Inge Rewinkel founded A&I Financial Services in 1986 to help local families and businesses with their investment, insurance, and tax preparation needs.  Some of our clients remember Stacey Frank as a teenager growing up in the business.  In 2004, Stacey and Karl Frank joined Art and Inge to build a team-based financial planning firm on A&I’s successful foundation.

Timeline of Our Firm

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  • Foundation

    Foundation

    Art and Inge form A&I Financial Services

  • First Website to offer Life Insurance

    First Website to offer Life Insurance

    The website, assetsandincome.com, is one of the first to offer life insurance.

  • Branch office of Geneos Wealth Management

    Branch office of Geneos Wealth Management

    A&I Financial Services becomes a branch office of Geneos Wealth Management

  • Cameron Morgan Joined

    Cameron Morgan Joined

    Cameron Morgan joins our team.

  • Registered Investment Advisor (RIA)

    Registered Investment Advisor (RIA)

    A&I Financial Services becomes a Registered Investment Advisor (RIA)

  • Chad Harmon Joined

    Chad Harmon Joined

    Chad Harmon joins our team.

  • Jud Cass Joined

    Jud Cass Joined

    Jud Cass joins our team.

  • Karl Frank becomes President

    Karl Frank becomes President

    Karl Frank becomes President of the Colorado Financial Planning Association

  • Bret Eberhardt Joined

    Bret Eberhardt Joined

    Bret Eberhardt joins our team.

  • Published Go Tax Free

    Published Go Tax Free

    Karl Frank publishes Go Tax Free

  • Francois Giguere Joined

    Francois Giguere Joined

    Francois Giguere joins the team.

  • Butler Investments Joined

    Butler Investments Joined

    Butler Investments joins the A&I team

  • Ashley and Sharon Joined

    Ashley and Sharon Joined

    Ashley Neumann and Sharon Gaspar join our team.

  • Marla and Peter Joined

    Marla and Peter Joined

    Marla Mason and Peter Lengsfeld join our team.

  • Chad Harmon and Bret Eberhardt became Partners

    Chad Harmon and  Bret Eberhardt became Partners

    A&I expands its management team to include additional partners, Chad Harmon and Bret Eberhardt

  • Irongate Financial Joined

    Irongate Financial Joined

    Dave Stevens and Gay Bocks join our team.

While Art and Inge retired in 2009, our founders’ presence persists in our family-based culture, comfortable office atmosphere and signature grandfather clock.  Our logo and navigational themes reflect Art’s naval service as a submariner, where he learned the value of teamwork, exceptional preparedness, and what he called “first principles.”  As visionaries, Art and Inge demonstrate the fundamental principles of navigation in their lives, work, and retirement.  First you must know where you are, then envision where you want to be and chart your course accordingly.  

Our advisors and client care team members have earned a broad array of securities industry licenses and financial planning designations and complete rigorous ongoing education requirements to stay at the top of our industry.

Our Core Values and Guiding Principles

We rely on our 12 core values to set priorities, resolve ethical dilemmas, act in our clients’ good faith, and provide a consistently exceptional experience for everyone we meet.

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Our Community

Our team members volunteer for a number of organizations and serve as a resource for a variety of news outlets. 

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