by Jon | Jul 26, 2025
970-399-7749 Amethyst Roth Roth Family Wealth Amethyst Roth is on the team of advisors at Roth Family Wealth in Delta, CO. She took over the business from her grandfather and passed the Series 66 exam. Amethyst and her husband, Travis, operate their family practice...
by Jon | Jul 26, 2025
970-530-1018 Mitch O’Hare Mountain Wealth Management Likes: Skiing, biking, running trails, hiking, rafting rivers, climbing peaks and spending time with his wife, Haley and kids, Reese and Adler. Dislikes:Dreary weather, muddy trails, glitchy technolgy,...
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
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...
