Vision Wealth Advisors

Greg D. Anderson has been a financial advisor since 1978. His greatest professional enjoyment stems from serving his clients and friends in long-term, mutually beneficial relationships to help work toward their financial future. Greg is able to use his experience to offer specific solutions for a client’s isolated financial need or objective, or he can help a client by creating a broad, all-encompassing financial plan. Simplifying the complexities of the financial world for each individual served is his ultimate goal.

Greg enjoys spending time with Jane, his wife of over 36 years, and their two adult children and daughter-in-law. Some of his fondest moments are spent having great conversation over a meal with his family. He also enjoys golf, fishing, travel, and being a spectator at the life events of his children. Greg is actively involved with his church and supports various charitable organizations throughout Northern Colorado.

Greg earned his bachelor’s degree in Business Administration from Fort Hays State University in Hays, Kansas. In addition, Greg has earned the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

Through LPL Financial, Greg holds Series 7 and Series 63 Securities registrations and is registered to offer fee-based financial planning, institutionally managed accounts, securities products and services, as well as insurance solutions. (i.e. life, disability, and long term care insurance)

Rod Wilson has been a part of Vision Wealth Advisors for over 20 years and has been in the financial services industry since 1985. He has practiced his entire career in Northern Colorado. Experienced in the areas of estate planning, investment management and business planning, Rod is proud to offer "large firm" capabilities with "small firm" attention to individual needs. Married to Valarie for over 35 years, they have 5 children and 5 grandchildren. Grandchildren, golf, and mentoring men are among his interests.

Rod earned his bachelor’s degree in Business Administration from the University of Northern Colorado School of Business. In addition, Rod has earned the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

Through LPL Financial, Rod presently holds Series 7, Series 63 and Series 65 registrations and is registered to offer fee-based financial planning, institutionally managed accounts, securities products and services, as well as insurance solutions. (i.e. life, disability, and long term care insurance)

Kyle Anderson joined Vision Wealth Advisors in 2020 and lives in Fort Collins with Sonja, his wife of 10 years. He earned his bachelor's degree from the University of Oregon and had spent the prior 12 years employed by Eugene Country Club in various positions. He enjoys all sports, fishing and golf.

Through LPL Financial, Kyle holds Series 7 and Series 66 Securities registrations and is registered to offer fee-based financial planning, institutionally managed accounts, securities products and services, as well as insurance solutions. (i.e. life, disability, and long term care insurance)