Jeff D. Mathies, CFEd
Chief Executive Officer
Jeff is the CEO and founder of Mathies Financial Partners. He has also founded multiple organizations that bring together professionals to help consumers with the vast array of challenges they may face while approaching or experiencing retirement.
Jeff is a “CFEd”, a Certified Financial Educator, who focuses on financial education for adults. This designation is earned from The Heartland Institute for Financial Education, a national non-profit organization accredited by 13 universities across the nation.
Jeff is also a former member of the “Master Elite Advisory Group” through Ed Slott and Company, which teaches the understanding of tax problems and opportunities for investors with qualified money such as IRAs, Roth IRAs, 401(k)s, 403(b)s, 457, and TSA plans.
Jeff has been teaching financial education classes to investors for many years. He focuses on coaching his clients through the ups and downs of investing and planning for retirement, and is a big believer in “Free Markets Portfolio Theory”.
In his free time Jeff enjoys mountain biking, hiking, golfing, and spending time with kids.
Jeff, his wife and five children, live in Pueblo West, Colorado.
President & Chief Investor Coach
Steve is the President and Chief Investor Coach of Mathies Financial Partners. He initially started his career in the investment services industry working for a large broker/dealer and life insurance company in Colorado Springs. This provided him the opportunity to see how a company that focused on selling products versus providing financial coaching and planning operated. In an effort to find a company that fit his personal investment philosophy, he connected with Mathies Financial Partners.
He comes to Mathies Financial Partners with a 20-year history of being an independent business owner and manager. He holds his masters degree in counseling from Regent University and spent much of his life helping at-risk youth and their parents be successful in their communities. This passion for helping people translates well into his career with Mathies Financial Partners, where he helps families move towards financial peace of mind.
In his personal time, Steve enjoys dancing West Coast Swing, two-step and other country swing style dances. He also enjoys spending time in the Colorado Rockies hiking, biking and enjoying nature.
Jeff is an Investor Coach and Estate Planning Attorney as well as an Investment Adviser Representative with Mathies Financial Partners. As an Investor Coach, he helps his clients understand the importance and nuances of prudent investing in order to avoid the traps of stock-picking, market timing, and track record investing. As an attorney, his practice focuses on providing comprehensive estate planning regarding your business, money, and family. Teaching important principles upon which prudent investing is based enhances the opportunity that you will actually have an estate to distribute to your heirs. Jeff has clients in many different states—owning real estate and other assets in 39 different states. He has been named a FIVE STAR Best in Client Satisfaction Wealth Manager for several years. This honor is reserved for the top wealth managers in the Denver area. When it comes to strategies that affect your business, money, and family, Jeff offers a wealth of knowledge and experience.
Jeff and his wife, Joy, live in Centennial, Colorado, and have been married for over 35 years. They have five children and a growing collection of grandchildren (23 so far). Jeff says their grandsons are handsome, the granddaughters are beautiful and all are highly intelligent—traits they inherited from their lovely and brilliant grandmother. Jeff loves a good round of golf and associating with people with a good sense of humor. Jeff also plays the drums, and especially likes accompanying music performed by Credence Clearwater Revival, The Who and Bob Seger. In his community, Jeff actively participates in community service opportunities and church activities.
James D. Evans
Jim is an “investor coach” and an estate and business planning attorney. His many specialties include advising individuals needing expertise with farming and ranching counsel. Throughout his career, Jim’s passion has been results-focused coaching and counseling for his clients and their families. His process ensures that both their legal and financial goals can be reached and sustained. He provides a unique multi-dimensional and multi-generational orientation to his practice. He encourages a strong, long-term commitment with clients who appreciate attention to detail and who value proactively designed financial and legal plans that actually work, now and after disability or death.
Jim believes that his clients can, with the right guidance: discover their opportunities and strengths; preserve what matters most; calm their fears; reassure loved ones, and, most importantly, achieve peace of mind.
A third generation Colorado native, Jim has been married to Diane Skowron Evans for over 40 years. They are the proud parents of four children and have four grandchildren. Jim actively participates in a number of community service projects and continues to be involved in sports and travel.
Client Services & Office Manager
Teresa is the primary point of contact for all clients of Mathies Financial Partners. In addition to managing our daily operations, she also coordinates all administrative, marketing, and client support services to maximize business efficiency and improve the client experience. Prior to joining the team, Teresa managed chiropractic clinics that specialized in auto collisions and sports medicine. She graduated cum laude with a Bachelor of Science from Ball State University in 2015, having majored in Business Administration and minored in both marketing and organizational communications. Her background is in marketing, nonprofit consulting, and technology.