In addition to degrees in Finance and Economics from Regis University, Fran is an Accredited Investment Fiduciary™ (AIF), Qualified Plan Financial Consultant (QPFC) and Professional Plan Consultant™ (PPC).  For over 34 years Fran has been serving corporate retirement plans and individual's financial and retirement needs. Fran and his team provide sponsors with streamlined and comprehensive plan governance solutions.  In his role as the retirement plan manager with Dynamic Wealth Advisors, Fran trains and advises financial advisors and their plan clients throughout the U.S. on retirement plan management issues and fiduciary best practices.
 

 

Fran and his team are passionate about providing solutions that: 1.) Help sponsors measurably improve their retirement plan success, 2.) Improve participant's outcomes and retirement readiness and 3.) Help families achieve their financial and retirement goals efficiently and timely.  For over 34 years, Fran has been actively involved in coaching a variety of youth sports and teaching bible study to students of all ages.  Fran has also been an active member of various Fort Collins civic organizations and taught Junior Achievement at many levels. Fran loves the outdoors, sports, traveling, spending time, and sharing laughs with family and friends.
 

 

Contact Fran:

 

fgillis@401kextra.com

970-225-2001 

Advisory services offered through Dynamic Wealth Advisors.
 

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Francis Gillis is an Investment Advisor Representative with Dynamic Wealth Advisors dba 401K Extra LLC All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.  

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