Bradley L. Kolstoe
Lightstone Investments
Bradley L. Kolstoe has been in the financial services since the 80's. He spent six years as the Wealth Preservation Planning Consultant for UBS (PaineWebber). Along with promoting and building the annuity and insurance businesses he helped establish the UBS - Attorney Network and Estate Planning programs for the Rocky Mountain region. He has been actively engaged at the management level with internationally recognized investment management firms including UBS, MFS, The Delaware Group and The Phoenix Companies. He built a consulting practice for working with advisers, clients, CPA's and attorneys in helping them understand the options they have in claiming Social Security benefits. He developed the RetireTouch® Planning Program - PRISM (Personalized Retirement Income Source Mapping) a program focused on understanding and selecting Social Security options in coordination with personal retirement income sources. He has taught continuing education to other financial professionals through the University of Denver CPE-4U Graduate Tax program, addressed numerous Estate Planning Councils as well as conducted corporate, private and public presentations and seminars on understanding Social Security and the impact the selection decision has on personal investment portfolios. Currently Brad is the regional vice president with Lightstone Capital Markets - an affiliate of the Lightstone Group a privately held real estate investment and development company located in New York City which owns and manages over 165 properties in 25 states across the country and over $2,000,000,000 in assets. Brad graduated from Colorado State University where in earned majors in both the Physical and Biological Sciences. He also attended the University Of Wyoming School Of Law. Brad has been married to Marian for over 40 years. They make their home in Colorado.
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