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675 Snapdragon Way, Ste 350, Steamboat Springs, CO 80487

(970) 879-1670
donnie.haubert@lplfinancial.com
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Financial Strategies

Helping you craft effective solutions for every stage of life: We can help you create an approach that is designed with a goal to address your unique situation.

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Investment Advice

We educate our clients about financial concepts and products - taking the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Our Team Approach

We believe teamwork adds a broader perspective to all we do and provides increased benefits to our clients.

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Our Process

Whether you are thinking of retirement, managing an inheritance, leaving your legacy, or saving efficiently we can use our professional experience to help you pursue your financial destination. Let us help you pilot your entire financial journey.

Assess

Data-driven analysis is the foundation for everything we do.

Plan

Individualized financial strategies ensure that your goals are always a priority.

Manage

Our comprehensive financial management means we're ready to address your every need.

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation.

At Sleeping Giant Financial Services, located in Steamboat Springs, CO, we believe in helping people understand both the pitfalls and potentials of their financial situation as it changes throughout their lives. Working with our clients, we use sophisticated investment planning techniques to develop individualized game plans that guide our clients toward their long-term goals. The Sleeping Giant Financial team understand that life happens and that financial plans must sometimes adapt.

Meet Our Team

Donnie Haubert

Donnie Haubert, AIF®

Managing Director

Melanie McDaniel

Melanie McDaniel, CHFC®

Private Wealth Manager

Ingrid Wedel

Ingrid Wedel

Client Service Associate

Ready to get started? We are ready to help.

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Learning Center

Browse our client learning center and take control of your financial future.

Impact Investing or Philanthropy

Impact Investing or Philanthropy

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.
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Making a Charitable Gift

Making a Charitable Gift

Did you know that there are benefits and limitations when you decide to donate stock? Learn more about your options.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.
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Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
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Working with a Financial Professional

Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.

Get In Touch With Our Financial Professionals:

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