SEAMOUNT FINANCIAL GROUP - Key Persons
Job Titles:
- Certified Financial Planner
Aaron began his career in finance after graduating from Colorado State University with a Bachelor of Science degree in Psychology. He joined Seamount Financial Group in 2011 after gaining unique exposure to the financial industry through his employment at several regional and national banks. Aaron focuses on retirement transitions and multi-generational planning and specializes in advanced Social Security planning strategies, life insurance design, and education planning.
Aaron is a Certified Financial Planner™, holds his FINRA Series 7 and Series 66 registrations and is a licensed Life and Health Insurance agent (AZ License #13240775). He is a member of the Financial Planning Association and an active member of his church, volunteering with a number of outreach ministries. Outside of the office, Aaron enjoys spending time with his wife and three sons, golfing, snowboarding, and attending live concerts.
Job Titles:
- Associate and Client Services Manager With
Jaye is an advisor associate and client services manager with Seamount Financial Group. She joined the firm in 1999 and assists the financial advisors by providing high-quality service to clients.
Responsible for handling many of the day-to-day business operations for the firm, Jaye excels in time-management and efficiency skills. She also processes account paperwork and executes financial transactions.
Living in beautiful Colorado, Jaye's passion is to experience the outdoor life, especially hiking and snowshoeing. She has three daughters and two grandchildren who share her love for the outdoors, and often join her. Jaye also enjoys still photography and reading.
Katarina is an Executive Assistant for Seamount Financial Group and joined our team in 2008. She provides ongoing administrative support to our advisors, oversees special projects for our three offices, and works to improve the experience for clients every day. Originally from Sweden, Katarina lives in Colorado Springs with her husband. She has four children including thirteen grandchildren. Outside of the office, Katarina is an active volunteer in her church and enjoys spending time with family, reading, cycling, hiking and many outdoor activities.
After graduating from California State University at Fullerton in 1979 with a degree in Business Administration, Leon began his financial planning/money management practice in Orange County, California. In 1998, Leon founded Seamount Financial Group, Inc. and continues to serve as president.
Over his thirty years of experience in finance, he has developed a keen eye for market, economic, and socio-political trends and how they apply to a client's personal strategy and investment portfolio. Leon specializes in comprehensive financial planning, wealth management, and assisting clients in coordinating a broad range of business, personal and family elements.
Leon is a member of the Financial Planning Association and is actively involved in the community by serving on various boards of non-profit organizations. Leon is a Certified Financial Planner™, holds his FINRA Series 7 and Series 24 registrations, and is a licensed Life and Health agent (CO License #109358). In his spare time, he enjoys spending time with family, traveling, and many outdoor activities.
Mike began his securities career in 1982 after graduating from the University of Southern California with a Bachelor of Science degree in public affairs. In addition to his years of experience in the investment industry, Michael holds his FINRA Series 7 and Series 24 registrations. He is also licensed in the State of California for life and variable annuities (CA License #OA55906).
Mike specializes in fixed income securities (tax-free and taxable bonds) and the management of individual stock and bond portfolios. He assists in the implementation and management of small business retirement plans. Michael is actively involved in community sports programs.
Nick is a financial advisor at Seamount Financial Group based in the Colorado Springs office. He is passionate about helping clients invest and plan properly to achieve their long-term financial goals. Nick focuses on fundamental and technical market analysis, portfolio design, and comprehensive financial planning.
After receiving a Bachelor of Arts degree in Finance from Baylor University, Nick spent 5 years in corporate finance and compensation roles in Salt Lake City, Utah. He managed relationships with key employees and helped implement numerous strategies to incentivize employees and recruit talent. In addition to his other qualifications, he holds his FINRA Series 7 and 66 licenses, and is a licensed Life and Health agent (CO License #776989). Nick enjoys spending time with friends and family, biking, skiing, and traveling.
Patrick is a financial advisor at Seamount Financial Group based in the Orange, California office. He works closely with individuals and their families to manage multiple aspects of their finances so they can return focus to personal and professional priorities. His areas of focus include portfolio construction and asset allocation, comprehensive financial planning, retirement planning solutions, and orchestrating wealth transfers between generations, ensuring everyone is properly educated and prepared. Patrick uses innovative technology to uncover and create efficiencies across multiple aspects of a client's wealth, allowing them to capitalize on opportunities.
Prior to joining Seamount, he spent over five years at PIMCO in their Institutional Business Group. At PIMCO, he worked on over $20 billion in custom asset allocation and fixed income portfolio solution cases for public retirement systems, central banks, corporations, endowments, foundations, and financial institutions globally. Patrick earned his bachelor's degree in economics from the University of Texas at Austin and holds his Series 7, 66 and 63 licenses. Outside of the office, Patrick enjoys spending his time making and finding new music and with family and close friends.