Meet the Partners

James Beaudreau

Investment Advisor Representative

Thomas Larsen

Investment Advisor Representative

Connie Terrell

Investment Advisor Representative

“Alone we can do so little. Together we can do so much.”

— Helen Keller

James Beaudreau – Investment Advisor Representative

Phone: 720-398-7440
Email: jbeaudreau@assetstrategiesgroupllc.com

Mr. Beaudreau is one of the founding partners of Asset Strategies Group, LLC. His interest in finance and investing started at a young age. In high school, he competed in several investment competitions and has been in the investment world ever since. Mr. Beaudreau received his B.S. in Finance from the University of Connecticut. He then earned a Juris Doctorate from Western New England School of Law. From there, he earned an additional Masters of Tax Law (LL.M) degree from Boston University.

Mr. Beaudreau has over 30 years of investment management experience. Prior to founding ASG, he was a Regional Vice President with a major financial institution. As a VP, Mr. Beaudreau began to feel that he was not always able to support the best interests of his clients, so he initiated a search for a better way to do business. The founding of Asset Strategies Group, LLC resulted from his research.

Mr. Beaudreau and his wife Tricia have been married over 30 years and have four children. During his spare time, Mr. Beaudreau is an avid cyclist and has completed multiple MS 150 bike rides.

James Beaudreau
Investment Advisor Representative

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EMAIL JAMES

Mr. Beaudreau is one of the founding partners of Asset Strategies Group, LLC. His interest in finance and investing started at a young age. In high school, he competed in several investment competitions and has been in the investment world ever since. Mr. Beaudreau received his B.S. in Finance from the University of Connecticut. He then earned a Juris Doctorate from Western New England School of Law. From there, he earned an additional Masters of Tax Law (LL.M) degree from Boston University.

Mr. Beaudreau has over 30 years of investment management experience. Prior to founding ASG, he was a Regional Vice President with a major financial institution. As a VP, Mr. Beaudreau began to feel that he was not always able to support the best interests of his clients, so he initiated a search for a better way to do business. The founding of Asset Strategies Group, LLC resulted from his research.

Mr. Beaudreau and his wife Tricia have been married over 30 years and have four children. During his spare time, Mr. Beaudreau is an avid cyclist and has completed multiple MS 150 bike rides.

Thomas Larsen – Investment Advisor Representative

Phone: 970-471-5113
Email: tlarsen@assetstrategiesgroupllc.com

Mr. Larsen began his career in the financial services industry in 2002. He started with PFS Investments (formerly a division of Citigroup) where he was a top producer. In 2009; he resigned his position with PFS and co-founded Asset Strategies Group, LLC. His practice is dedicated to common sense investment advice with an emphasis on high quality, low cost, and balanced portfolios.

An interest in investing grew from his own experience with an employer-sponsored 401(K) retirement plan where he had been a plan participant since the mid-1980s. To supplement that plan, Mr. Larsen also funded several types of Individual Retirement Accounts with a bias towards the Roth IRA. He says, “Even a small nest egg is valuable when it is tax-free.”

Mr. Larsen obtained his Series 6 securities license in 2003 and his Series 65 securities license in 2009. In addition to his experience as an investment advisor, he had a 38 season career in the ski business with Vail Resorts. He was fully certified with the Rocky Mountain division of the Professional Ski Instructors of America. He is also the former Director of Tennis at the Sonnenalp Golf Club in Edwards, Colorado. He was a member of the United States Professional Tennis Association where he held a P2 rating. He credits this rich history of teaching and leadership experience with his success as a financial coach.

Mr. Larsen and his wife, Karen, live in Eagle-Vail, Colorado. They both find time to work as volunteers with the Vail Valley Foundation, the Colorado Ski Museum, and the Eagle Summit Wilderness Alliance.

Thomas Larsen
Investment Advisor Representative

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EMAIL THOMAS

Mr. Larsen began his career in the financial services industry in 2002. He started with PFS Investments (formerly a division of Citigroup) where he was a top producer. In 2009; he resigned his position with PFS and co-founded Asset Strategies Group, LLC. His practice is dedicated to common sense investment advice with an emphasis on high quality, low cost, and balanced portfolios.

An interest in investing grew from his own experience with an employer-sponsored 401(K) retirement plan where he had been a plan participant since the mid-1980s. To supplement that plan, Mr. Larsen also funded several types of Individual Retirement Accounts with a bias towards the Roth IRA. He says, “Even a small nest egg is valuable when it is tax-free.”

Mr. Larsen obtained his Series 6 securities license in 2003 and his Series 65 securities license in 2009. In addition to his experience as an investment advisor, he had a 38 season career in the ski business with Vail Resorts. He was fully certified with the Rocky Mountain division of the Professional Ski Instructors of America. He is also the former Director of Tennis at the Sonnenalp Golf Club in Edwards, Colorado. He was a member of the United States Professional Tennis Association where he held a P2 rating. He credits this rich history of teaching and leadership experience with his success as a financial coach.

Mr. Larsen and his wife, Karen, live in Eagle-Vail, Colorado. They both find time to work as volunteers with the Vail Valley Foundation, the Colorado Ski Museum, and the Eagle Summit Wilderness Alliance.

Connie Terrell – Investment Advisor Representative

Phone: 303-683-3179
Email: cterrell@assetstrategiesgroupllc.com

Connie believes strongly in the importance of financial fitness for individuals and families. Financial education, living within one’s means and wise investing are pillars for building financial health and Connie strives to help her clients construct these pillars. These are foundational principles she has applied in her own life which has enabled her to successfully advise others on their way to financial well-being. Client relationships are key components in Connie’s practice.

Connie’s foray into the financial world started when she was around 10 years old and began saving her babysitting money to buy a horse. She understood the only way this goal could be achieved was putting what she earned into a savings account. As she got older she realized there is a significant ongoing cost in owning a horse so she changed her savings goal to a car but then decided attending college was more important than having a car. Her undergraduate and graduate degrees were worthwhile investments and have helped Connie attain her professional goals.

Her entry into the workforce introduced her to 401(K)s and the world of investing. Connie is a lifelong learner and applies her personal experiences and her clients’ experiences in helping others. Connie obtained her Series 6 and Series 63 securities licenses in 2004 and her Series 65 license in 2009. Her career has entailed working for a fortune 100 company, mid-size companies, start-ups and her own businesses. One of her goals is to reach people who think the services of a registered investment advisor are beyond their reach.

Through the years she has enjoyed volunteering with Junior Achievement, Credit Abuse Resistance Education (CARE), Project Cure, Mount St. Vincent, Whiz Kids and Save Our Youth. She has established scholarships to help college students achieve their education goals.

Connie Terrell
Investment Advisor Representative

CALL NOW!
EMAIL CONNIE

Connie believes strongly in the importance of financial fitness for individuals and families. Financial education, living within one’s means and wise investing are pillars for building financial health and Connie strives to help her clients construct these pillars. These are foundational principles she has applied in her own life which has enabled her to successfully advise others on their way to financial well-being. Client relationships are key components in Connie’s practice.

Connie’s foray into the financial world started when she was around 10 years old and began saving her babysitting money to buy a horse. She understood the only way this goal could be achieved was putting what she earned into a savings account. As she got older she realized there is a significant ongoing cost in owning a horse so she changed her savings goal to a car but then decided attending college was more important than having a car. Her undergraduate and graduate degrees were worthwhile investments and have helped Connie attain her professional goals.

Her entry into the workforce introduced her to 401(K)s and the world of investing. Connie is a lifelong learner and applies her personal experiences and her clients’ experiences in helping others. Connie obtained her Series 6 and Series 63 securities licenses in 2004 and her Series 65 license in 2009. Her career has entailed working for a fortune 100 company, mid-size companies, start-ups and her own businesses. One of her goals is to reach people who think the services of a registered investment advisor are beyond their reach.

Through the years she has enjoyed volunteering with Junior Achievement, Credit Abuse Resistance Education (CARE), Project Cure, Mount St. Vincent, Whiz Kids and Save Our Youth. She has established scholarships to help college students achieve their education goals.

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