LEGACY - Key Persons
Bill Clements was raised in Durango, CO and spent most of his youth exploring the rivers and mountains of majestic Southwest Colorado.
He began working for his father at Legacy Financial Advisors while attending Fort Lewis College and attained his series 7, 66 and 24 licenses while still in college. With a Bachelor's Degree in Finance, Bill went to work full time in the securities industry and in 2002 became a Registered Principal. Bill continues his role as a registered representative, second generation advisor, and majority owner of Legacy Financial Advisors.
As an Accredited Investment Fiduciary/ Financial Advisor who has been in the industry since 1998, Bill utilizes a holistic approach, ensuring that client's savings, time horizon, and risk tolerance all work together to meet their long-term financial goals in preparation for and during retirement. Bill's particular areas of expertise are technical market analysis, portfolio construction, and client service.
Overseeing a team with nearly 80 years of accumulated knowledge gives Bill a solid foundation for his well-thought out recommendations. The Legacy Financial Advisors staff spans three generations from Baby-boomers to Generation X to Millennials. Bill feels this, "Gives us a unique ability to both have a long-term investment perspective and the youth needed to innovate and continuously improve."
Looking forward, he hopes to continue his lifelong love with the outdoors through kayaking, skiing and golfing. His other love is helping his clients retire and reach their long-term financial goals.
Calvin Romero was born and raised in the mountains of the Southwest. A proud native resident, both his father and grandfather were hard miners in Silverton (San Juan Mountains) for a combined 25 years. His family moved to Durango when the mines shut down around 1985.
Calvin attended Fort Lewis where he graduated with a degree in Finance. It was here that he met Bill Clements and their lifelong friendship and working relationship began. For the past 18 years Calvin has been an essential part of the group and now holds his Series 7, 66 and 24 (Registered Principal) licenses as well as an AIF® designation (Accredited Investment Fiduciary).
Unparalleled customer service is what Calvin promises his clients. He enjoys learning about his clients' desires for retirement and risk tolerance level. Extensive and timely research of available and appropriate investments help him to develop portfolios designed to reach client goals.
Calvin possesses knowledge in many areas of the financial consulting business. He takes pride in producing excellent results for his clients and developing long lasting business and personal relationships. Helping people enjoy retirement brings him great satisfaction.
He is looking forward to continued opportunities of growth within Legacy Financial Advisors. Calvin has a beautiful supporting wife who helps keep his family organized. Their 3 boys often tag along with them on several different adventures. He truly feels blessed to have an amazing job in such a wonderful town. His hobbies include camping, fishing, hunting and hanging out with family and friends at Lake Powell!
Hunter joined the Legacy Financial Advisors in June of 2014. Originally from Albuquerque, NM he moved to Durango, CO in 2007 to pursue a college education and to embrace his love for the outdoors, which includes a passion for fly-fishing, snowboarding and biking.
After graduating from Fort Lewis college in 2011 with a Bachelor's Degree in Finance, he became a personal banker at Wells Fargo Bank. There, he developed great customer service skills and good insight into the banking industry.
A desire to narrow his focus more on the financial markets led him to joining the Legacy Financial Advisors as an Executive Assistant in the summer of 2014. As a Registered Representative with the Legacy Financial Advisors and LPL Financial, Hunter wants to understand his clients on a personal level to make the best decisions regarding their financial futures. He enjoys doing technical market analysis as a basis for his recommendations.
His goal is to understand many facets of his clients lives gaining perspective on "the whole picture" so he can serve them better. "I am a laid back financial professional seeking to improve people's lives through the power of finance." Hunter enjoys educating his clients about options to fulfill their financial goals.
Hunter currently holds his Series 63, 65 and Series 7 securities licenses and is aspiring to become a CFP (Certified Financial Planner).
Mike believes that ongoing communication with clients is the best way to formulate goals that meet or exceed their expectations. Understanding where his clients are and where they want to go allows him to research and recommend the best financial vehicles to get there.
Mike holds Series 6, 63 and 65 securities licenses and is an Accredited Investment Fiduciary (AIF®). He is licensed to do financial consulting in 13 states and to sell Health Insurance, Life Insurance, and Variable Annuities in four states.
His particular area of expertise is Small Employer Retirement Plans, Simplified Employee Pensions, Simple IRA's and 401K Plans.
After attending Fort Lewis College, Mike held a wide variety of jobs from dishwasher, sales representative, to retail store owner. "I feel this gives me a great perspective on jobs my clients may have held throughout their lifetimes. It also helps me relate to clients from all walks of life."
Mike is a people person who thoroughly enjoys helping people realize their financial goals. His favorite part of the job is creating and maintaining relationships with his clients who come from various backgrounds with interesting jobs and diverse goals.
Mike is originally from Rockville, MD but has been in Durango for 38 years. He's been a financial advisor for 15 years.
Mike is an Accredited Investment Fiduciary or AIF® and a Registered Representative with 17 years of Industry experience. My likes to focus on helping small businesses with their retirement plan strategies. Mike's personal approach in creating and maintaining both plan sponsor and participant relationships sets him apart. He especially enjoys educating his clients to empower them going forward!