Dillon Pierce Goodman

Employer firm

Vital Investment Management LLC CRD 300811

$284M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → Present
  Vital Investment Management
  Loveland, CO
• 08/2018 → Present
  Stephanie Packham Cpa Llc
  Fort Collins, CO
• 10/2017 → 07/2018
  Deloitte And Touche Llc
  Phoenix, AZ
• 08/2016 → 08/2017
  Idaho State University
  Pocatello, ID
• 06/2017 → 09/2017
  Stephanie Packham Cpa Llc
  Fort Collins, CO

Other Businesses

Stephanie Packham CPA LLC, accounting firm, not investment-related, 736 Whalers Way F200, Fort Collins, CO 80525. Employee since 08/2018, approximately 20 hours/week, 80 hours/month, mostly during securities trading hours. Bookkeeping services for veterinary hospitals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-03