Allowing someone into the world of your finances can be deeply personal and it is important to select someone with a wealth of practical knowledge, personal experiences and passion for people to be your trusted financial advisor. It all starts with two question – what's most important to you? How are you going to get there?
I have a wealth of knowledge in finance and achieving goals for my clients. I am a local Coloradoan, born and raised in beautiful Boulder. I have a business degree from CCU and a master's degree in financial planning from Sydney, Australia. What took me there down under to OZ-stralia? I am glad you asked...
For the last 14 years, I lived in Australia and married the love of my life. She brought me to OZ but the adventure of a lifetime kept me there. I love rugby, good mates and good food. When not working hard for my clients I can be found spending time with my kids, coaching youth sports, camping, hiking and going on dates with my wife.
I have a passion for helping my clients achieve what is important to them and partnering with them to help them achieve it. I have 15 years' experience as a financial advisor and many more life experiences traveling around Australia, New Zealand, Fiji and southeast Asia.
The work I get to do strongly inspires me. Financial theory and behavioral finance are two areas that can help clients achieve their goals and dreams. I get to help individuals make the best decisions for themselves and their families in the midst of a complex, fast paced and sometimes overwhelming world. I help transform the complex into manageable, understandable solutions for you. Call me today – let's talk and see how I can partner with you to help achieve your most important goals.
Focus areas
- Wealth Strategies
- College Savings
- Insurance & Annuities
- Portfolio Reviews
- Retirement Savings Strategies
Focus Areas
- Wealth Strategies
- College Savings
- Insurance & Annuities
- Portfolio Reviews
- Retirement Savings Strategies
My Personal Interests
- Rugby
- Spending Time with Family
- Camping
- Coaching Sports
- Gardening
Personal Interests
- Rugby
- Spending Time with Family
- Camping
- Coaching Sports
- Gardening
Office Information
Phone Number
Josh Mountjoy at (303) 420-6840Branch Team
- Ann Rodriguez
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Monday | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tuesday | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thursday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Monday | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tuesday | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wednesday | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thursday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Friday | 08:30AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Ann Rodriguez
- Branch Office Administrator
Branch Team
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