Rolfe Spiegel

Rolfe began his career, after graduate school in Geology, looking for oil in the mountains and jungles of South America. After several years of travel through the oil patch, he decided it was time for a more settled lifestyle and moved to the Colorado Front Range where he got involved in IT, doing self-employed contract work repairing computers and designing small business networks and databases. He moved to Durango, CO in 1995 and spent the next 20+ years building data networks and managing IT networking and customer support groups. In 2017 he left IT to do financial planning and investment management through his role as executor/trustee of a family estate. He formed Three Waters Financial, LLC, a Registered Investment Advisor, in 2021, and is currently the sole member/practitioner.

Rolfe enjoys learning and understanding how the world works. He holds advanced degrees and registrations including Certified Financial Planner (CFP®), IRS Enrolled Agent (EA), Registered Investment Advisor, MBA (Technology Management), and MS (Geology), as well as various industry-specific certifications. As a Certified Financial Planner®, he can design and manage investment portfolios to meet many needs. As an IRS Enrolled Agent (EA); he can help taxpayers through income tax preparation, response to tax notice letters, and formal representation before the IRS in an Audit. The CFP® and EA dovetail to form Rolfe’s focus on Tax Efficient Investment Management.

Rolfe has had several roles in customer service in different businesses and industries, from front line to management. He has always believed that good customer service is critical and involves actually serving the customer – understanding the customer’s needs and meeting them. Good customer service is fun and if it’s not fun, the relationship doesn’t last. Three Waters Financial is committed to and experienced in delivering the best customer service you will find.