Tax Preparation & Accounting Services Referral (Tax services provided by IRS certified tax practitioner’s through Tier One Tax, LLC., which is independently and operated. Upstream Investment Advisors do not provide tax advice )
Personal Tax Preparation
Estate/Trust Tax Preparation
Business Tax Preparation
Accounting & Bookkeeping
With eighteen years of experience as a Financial Advisor, Garret believes that through providing high quality service and following the fundamentals of developing personal relationships with his clients, he gains an understanding of their unique situation including their short and long term goals. Garret’s areas of focus are investment planning and asset allocation
Gregory A Dexter, CRPC®
With five years of experience as a Financial Advisor and over twenty as a successful CEO and leader of other professionals, Greg values the importance and growth of personal relationships. His strengths are in facilitating others to crystalize where they want to be financially, and then act as a catalyst towards achieving their goals.
With fourteen years of experience in the financial services industry as a Registered Support Assistant, Kathy uses her extensive background in marketing and client service model to fulfill a seamless experience between the team and the client. She holds FINRA Series 7, 6, 63.
With six years of experience in the financial services industry, Kevin uses his trading and client service background to assist with trading option strategies and financial planning. He holds FINRA Series 7, 66 and 9/10 securities licenses.
With over 28 years experience, Sigma Financial Corporation provides comprehensive financial planing tools, products and critical support which allows our representative to best help investors reach their financial goals. As a nine-time winner of the esteemed Broker/Dealer of the Year Award according to Investment Advisor Magazine readers’ poll along with a winner in both in 2011 and 2012 Registered Representative Magazine’s Broker/Dealer Report Card Survey, Sigma has proven to be an innovative, customer focused in the financial service industry.
Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For information about Fidelity Investments, visit Fidelity.com
National Financial is a Fidelity Investment company and a leading provider of clearing and custody solutions for over 30 years.
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Securities offered through Sigma Financial Corporation, LLC. Member FINRA / SIPC.
Gregory Dexter, Garret Jett, and Kevin England offer investments advisory services through Sigma Planning Corporation, a registered investment advisor. Upstream Investment Partners is independently owned and operated.
Branch Location : 10375 Park Meadows Dr., Suite 450, Lone Tree, CO 80124
Fidelity Investment Partners is an independent company, unaffiliated with Upstream Investment Partners. Fidelity Investments is a service provider to Upstream Investment Partners.
There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information hear in. Fidelity Investments has not been involved the preparation of the content supplied by Upstream Investment Partners and does not guarantee, or assume any responsibility for its content.
Fidelity Investments and National Financial are registered services marks of FMR LLC
Clearing, custody or other brokerage services may be provided by National Financial Services LLC
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