Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Jeff Engelman, CFP® is an independent financial planner committed to helping his clients pursue long-term financial success. In September 2000, Jeff entered the investment industry by participating in a full time college internship program with Highland Financial Group, Inc. He graduated from the University of Nebraska at Kearney with a Bachelor of Science degree in Business Administration with an emphasis in Finance in May 2001. In addition to his education and experience, Mr. Engelman currently holds the CERTIFIED CERTIFIED FINANCIAL PLANNER™ designation.
Born and raised in Diller, Nebraska,...
Kate Holmes, CFP® is the Founder of Belmore Financial, LLC, a location-independent practice she started in 2013. After nearly eight years at an investment advisory firm, where she was a shareholder, she left to create a practice that she sees as the future of financial planning. Belmore works with all clients virtually for a flat fee or ongoing monthly subscription, regardless of their assets, net worth, or location.
Kate is active in the financial planning industry, serving on the CFP Board Women’s Initiative Council, as a CFP Board Ambassador and on other committees within the FPA and NAPFA.
Kate is an international speaker and is regularly quoted or featured in the media, including The Wall Street Journal, Financial Times, Reuters, U.S. News & World Report, and Forbes.
As an avid traveler, Kate enjoys being able to work from anywhere and add to the list of nearly 30 countries she’s visited, including Australia, where she graduated from RMIT University with a Bachelor of Arts in Photography.
Scott brings 5 plus years with him to the financial services industry. After beginning his career with Northwestern Mutual, Scott moved to Denver in 2014 to open a firm with Desmond Cato and Maia Wealth was founded. Maia Wealth specializes in financial management and planning for small business owners, professionals in the engineering, medical, and law industries, as well as multi-generational wealth planning.
Scott graduated from the University of Colorado - Colorado Springs with a focus in finance, and holds his Series 7 and 66 as well as being Life and Health certified. Along with his licensing,...
Aaron Grey (CRD# 4719887) is an Investment Advisor Representative working at Denver Money Manager, LLC in Denver, CO and has over 13 years of experience in the finance industry. Aaron Grey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steve is an Investment Advisor Representative (IAR) with both National Planning Corp (NPC) and Trilogy Capital. Steve is a Wealth Advisor with the independent financial planning firm Trilogy FInancial.
Steve is a Wealth Advisor in Trilogy’s Denver office. He believes in treating his clients with respect, honesty, integrity, and service excellence. Steve does not believe in cookie cutter financial plans. Everyone’s needs and goals are different; what may make sense for one person may not make sense for another, even if they are at the same age or stage in life.
Steve is committed to thinking...
Andy Seth (CRD# 5296525) has been independently named “Five Star Wealth Manager, 2014 and 2015″, “Top 25 Most Influential Young Professionals in Colorado, 2012″ by ColoradoBiz Magazine, Denver Business Journal’s “Forty Under 40 in 2011” and selected as a finalist for “Denver’s Leader of the Year Award for 2011” and “Volunteer of the Year” by the editors of InvestmentNews. Andy leads the Private Client Advisor Group, leveraging his background working in client service and operations for Fortune 500 companies. Andy holds a Bachelor of Arts degree in both Economics and Spanish from Boston College,...
Kevin Smith (CRD# 2270325) is an Investment Advisor Representative working at Crescat Portfolio Management LLC in Denver, CO and has over 23 years of experience in the finance industry. Kevin is the founder and CEO of Crescat Captial. He is a hedge fund manager serving institutions and family offices with a robust, value-driven, multi-disciplinary investment process. He has delivered high risk-adjusted returns as a fully discretionary asset manager over the last seventeen years including through two record bear markets across three institutional-class investment products. Crescat's strategies have...