Financial Network
Financial Network
The decision of the specific professional you use is yours to make. You are not limited to these names and you may hire any professional of your choice. We trust these providers but cannot guarantee the outcome or level of service provided.
If you have any feedback (good or bad) about any of the businesses below, please contact us right away.
Mortgage Bankers
Joe Massey
Castle & Cooke Mortgage
303-809-7769
jmassey@castlecookemortgage.com
Lori Richardson
Cornerstone Home Lending
720-200-6868
loansbylori@houseloan.com
Commerical Real Estate Loans
Steven Kitchen
Canvas Credit Union
Senior Commercial Real Estate Officer
Direct: 720-483-0954
stevenk@canvas.org
**We highly recommend you use one of our preferred lenders. In our experience, there are significant issues about 80-90% of the time when our clients don’t use one of our lenders.
Jon Sanders
720-281-5359
Sanders.Appraisals@comcast.net
Tom Burns
303-770-6004
tburns@4dv.net
35+ years experience with Chapter 7, 11 or 13 bankruptcies for individuals or businesses
Estate Planning:
Choung Le
Snell and Wilmer LLP
303-634-2017
cmle@swlaw.com
Probate – Seniors and Elder Law:
Stephenie Lorimer
303-423-3410
Abby Boyd
Kingsbery, Johnson & Love, LLP
303-443-4694
aboyd@kingsberyjohnson.com
Bob Graham
Foster Graham Milstein & Calisher, LLP
303-333-9810
bob@fostergraham.com
Greg Parham
Parham Law Firm
303-523-5092
gregparham@mac.com
Sean Curley, CFP
The Retirement Planning Specialists, LLC
5460 South Quebec St, Suite 333
Greenwood Village, Colorado 80111
303-771-3088
SCurley@RPSpecialists.com
www.RPSpecialists.com
I highly recommend Kevin Schneider (no relation). He is an insurance broker, which means that he will get quotes from multiple insurance companies to see which one makes the most sense for your situation. He’s local, he’s been in the insurance industry for ~20 years and does a great job for his clients.
Kevin Schneider
Secure American Insurance
303-807-3100
kschneider@secureamins.com
Kevin will make sure that you have the proper coverage on your home, not just the cheapest premium. He’s always available for a face-to-face meeting (in person or virtually).
Eric Ross
CRT Manage
720-518-9951
Eric@CRTManage.com
Please tell him I sent you!
SmarTax and Accounting
Carlos Castro
303-379-9743
taxpros@smartaxandaccounting.com
We’ve been using Carlos since 2001 for our personal and business taxes!
Stacie Brown
Heritage Title
720-344-3010