by Jon | Jul 26, 2025
303-653-6630 Peter Coleman Coleman Capital and Risk Management, Inc. I graduated from Pepperdine University School of Law in 1991, but it turns out the primary purpose of attending was to meet my amazing wife. She was working for the FBI at the time, and we...
by Jon | Jul 26, 2025
303-996-6090 Paul Levett Legacy Benefit Services Legacy Benefit Services, LLC is an independent company that specializes in third-party administration (TPA) of Defined Contribution (401(k) 403(b)) plans and Defined Benefit Pension plans. With our many years of...
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...
