Mountain Financial was founded by Jeff in early 2006 and has grown to over 10 advisors with a combined experience of 150+ years and servicing over 1000 clients. For more than 15 years, Jeff has expertly navigated the financial industry and positively impacted lives of clients and advisors. He is often asked to advise, attorneys, Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs) with complex financial, estate, and business planning projects. Prior to founding Mountain Financial, LLC, Jeff successfully managed leadership roles in real estate finance, wholesale mortgage, banking and owning and operating a retail mortgage company. He also played an integral part in four major mergers and acquisitions for a major national sports retailer. Jeff gained valuable work experience and education in New York City as the General Manager of a software consulting firm which specialized in enterprise accounting and financial systems. Currently, Jeff is studying for his ChFC designation (Chartered Financial Consultant), which is very similar to the CFP certification but includes an additional 100 hours of specialized education. Jeff has passed his Series 7, 66 & 63 exams and is a Registered Representative and Investment Advisor Representative. In addition to being a published author and award winning public speaker, Jeff enjoys spending time in the mountains of Colorado hiking, backpacking, and of course snowboarding in the winter.