About
Founded in 2001, New Heights Financial Group helps individuals, families, and business owners pursue long-term financial confidence through personalized strategies, deep experience, and a client-first approach.
Colorado-based. Real relationships. Guidance we believe you can trust.
Founded in 2001,
New Heights Financial Group, LLC is dedicated to building lasting relationships and delivering personalized strategies to help clients achieve retirement goals, maintain financial security through illness or disability, and transfer wealth seamlessly to their loved ones.
We understand that managing finances can be challenging.
People are busy, juggling responsibilities, and asked to make important decisions in a complex and noisy world. Our role is to provide clarity: assess your current situation, define what matters most, and help you implement strategies to obtain your financial objectives. We pride ourselves on building long-term relationships and treating clients like family—because we believe that the best outcomes come from trust and collaboration.
Flexible meeting options—by appointment.
We welcome both new and existing clients by appointment, with meeting options available virtually in our Pueblo conference room, or at a location most convenient for you — always with your convenience in mind.
Meet the team.
Daniel Berta*
Owner, Registered Representative & Licensed Insurance Professional
With over 30 years of experience, Dan has dedicated his professional career to the financial services industry, making it his priority to develop long lasting relationships with his clients and their families. He helps his clients achieve their retirement goals by accumulating and protecting assets, seeking to reduce unnecessary taxes, preparing for health-related challenges, and taking steps to help ensure a smooth transfer of wealth to loved ones. Originally from Cañon City, Colorado, Dan studied business and finance at Arizona State University and spent eight years pursuing a career as a golf professional before transitioning to finance. He enjoys golfing and spending time with his family.
Gary Cunningham
Owner, Licensed Insurance Professional
Originally from Monte Vista, Colorado, and a proud graduate of Adams State University, Gary has over 40 years of experience in the financial services industry, bringing a wealth of knowledge, integrity and insight to his work. Gary specializes in financial solutions focused on asset accumulation, retirement income strategies, and wealth preservation. He believes his extensive industry knowledge, combined with a steadfast commitment to prioritizing his clients’ goals and values, has earned him the trust and respect of both clients and peers. Outside of his professional life, Gary is a devoted family man and enjoys spending his time golfing and relaxing at the beach — two of his favorite pastimes.
Branen Orth*
Registered Representative & Licensed Insurance Professional
A proud Colorado native and former Division I women’s volleyball player at Iowa State University and the University of Colorado, Branen applies the same discipline, teamwork, and commitment from athletics to her work with clients. Known for building meaningful client connections, she’s passionate about helping individuals and families pursue their goals with personalized strategies designed for longevity. Her approachable style, paired with a forward-thinking mindset, makes her a valuable partner for clients seeking clarity and confidence in their financial decisions. Outside the office, she enjoys reading, snowboarding, and spending time with her husband and their dog, Kilo.
