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
970-530-1018 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...
