Team
John E. Levee, CWS
Managing Advisor
John is President and Chief Executive Officer of The Advanced Group of Companies, which include Advanced Wealth Strategies Group, a company he founded in 1989. He is also the founder and owner of Advanced Capital Management, a third...
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Derek B. Levee
Senior Advisor / Portfolio Manager – ACM Portfolios
Durango resident for more than 2 years. Proudly serving clients for more than 17 years.
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Mandy Minton
Advisor – Personal Finance Specialist
Durango and Four Corners resident for over 26 years. Proudly serving the people of the Four Corners for more than 25 years.
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Susan Cross, CRPS
Senior Advisor – Retirement Specialist
9/11 Survivor and Durango resident for more than 30 years. Proudly serving clients in Durango for more than 16 years.
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Zurine "Z" Corcorran
Operations Manager – Specialist
Proudly serving clients and supporting advisors for more than 23 years.
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