Jeff D. Mathies, CFEd
Jeff is the president 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.
Steve is the Chief Investor Coach with Mathies Financial Partners for Southern Colorado. 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.
Shelly joined the Mathies Financial Partner family in January 2014 and is currently the clients services manager. After graduating from CU-Boulder in ‘91 and getting married to an Air Force Academy grad she used her literature degree first working as a legal secretary, then as a high school teacher in Texas and finally as a business owner. After 21 years of chasing her husband around the Air Force and raising 3 beautiful children, Shelly relocated to NE Colorado Springs in 2010 and has totally embraced the “Springs” lifestyle. She loves the beauty of Pike’s Peak and is back to skiing the “double diamonds” and is committed to keeping our office running smoothly.
Jeff is the Chief Investor Coach for Denver and an estate planning attorney. As an Investor Coach, Jeff coaches and guides his clients towards a successful investing experience. As an estate planning attorney, Jeff provides comprehensive counsel regarding his clients’ businesses, money and families. Jeff has also been named a “Five Star Best” in client satisfaction with Wealth Managers for the past several years. This honor is reserved for the top 7% of 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 (21 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.
Client Services Coordinator
Lavan joins the Mathies Financial Partners family with over seven years of administrative work helping both startup companies and serve corporate companies as well. She is elated to start her new role as the Client Service Coordinator at our Denver office. When she is not busy being the Offensive Coordinator at the office She can be found at the gym lifting weights or exploring new areas of interest.
Ollie is an ambitious young man eager to help people who are current clients, as well as those interested in becoming clients, of the Mathies Financial Partners family. He has earned two college degrees, graduating with honors from Colorado State University-Pueblo. He has gained experience in many professional environments including managing a local restaurant in Pueblo, Colorado, creating and completing a mountain management internship at Monarch Mountain Ski Area, and also completing a practicum with the Sangre de Cristo Arts and Conference Center. He enjoys spending time with his family and being outdoors.