by Jon | Jul 26, 2025
303-747-6455 Michael Brady Generosity Wealth Management Michael Brady is the founder of Generosity Wealth Management, where he blends decades of financial expertise with a people-first approach to help clients live meaningful, abundant lives. With over 30...
by Jon | Jul 26, 2025
970-530-1018 Melissa Clary Mountain Wealth Management I have worked with a great number of businesses in all different types of industries. I can typically help a business owner figure out if their business accounting system is working and identify ways to...
by Jon | Jul 26, 2025
715-455-1968 McKylie Hoff Hoff Financial Services Hi! I’m McKylie Hoff, a Licensed Financial Advisor with Hoff Financial Services based in our new Barron office. I love connecting with our clients and take pride in helping them navigate whatever financial...
by Jon | Jul 26, 2025
303-996-8856 Matt Whitcomb Financial Resource Partners Matt Whitcomb started his financial journey in 2007 as a sophomore studying Finance at the University of Iowa. It was the same year he met his wife, Erin. In the years that followed, Matt had a front-row...
by Jon | Jul 26, 2025
402-466-5109 Marvin Souchek Benefit Planning Specialist, Inc. Marvin Souchek, CLU®, ChFC®, CEBS, AIF®, is the owner of Benefit Planning Specialist, Inc. and has been serving as a financial guide to individuals and business owners since 1973. He is passionate...
