Broker Check

PO Box 882408, Steamboat Springs, CO 80488

donnie.haubert@lplfinancial.com
Client Login

Financial Strategies

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

Learn More

Investment Advice

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

Learn More

Our Team Approach

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

Learn More

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®

Wealth Manager

Meadow Jones

Meadow Jones, FPQP® 

Paraplanner

Ready to get started? We are ready to help.

Contact Us

Learning Center

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

Medicare Advantage 101

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.
Learn More
The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.
Learn More
Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
Learn More

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn More

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
Learn More

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Learn More

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:

Thank you!
Oops!