Mountain Wealth
Financial Planners

CONNECT

Address:

515 S. Howes St.
Fort Collins, CO 80521

Phone:

970-530-1018

Fax/Other:

970-797-6458

Our Team

Mitch O'Hare, CFP®

Certified Financial Planner™ and Founder of Mountain Wealth Management

mitch@mountainwealth.com

Likes:
Anything to do with the outdoors especially running and climbing 14ers, spending time with his wife, Haley and kids, Reese and Adler, sunny weather and fresh food.

Dislikes:
Rain, which is why he lives here and not Seattle, beets and yellow curry.

Did You Know:
That Mitch is an avid mountaineer and has a goal to climb all 58 fourteeners in 10 years, he started in 2009. He was raised in Alaska and is a proud father to his daughter, Reese and son, Adler. 

Bio:
Mitch has been in the financial services industry since 2002. Mitch is also a member of the Financial Planning Association and is a Charter member of his Rotary Club, Loveland Mountain View Rotary.

Designations:

  • Certified Financial Planner™

Licenses:

  • Series 7 and 66 Securities Licenses
  • Life, Health, Disability Income and Long Term Care Insurance Licenses

 

 

Sigrid Daugaard, CFP®

Certified Financial Planner™ specializing in Financial Planning and Socially Responsible Investments

sigrid@mountainwealth.com

Likes:
Spending time with her husband, Soren, daughters Stina and Johanna, and their Boston Terrier, Gomez. In her spare time she enjoys biking, hiking, trail running, skiing and eating delicious food with great beer!

Dislikes:
People who don't signal or pay attention when they drive or bike.

Did You Know:
That Sigrid was raised in Scotland, Singapore and Australia and has American and Swedish parents and although she's been around the world, there's no place like Fort Collins, which has been her home since 2001.

Bio:
Sigrid has been in the financial services industry since 2007 and received her CFP® designation in 2012. Sigrid loves working with her clients to come up with savings and investment strategies including Socially Responsible Investments (SRI). 

Designations:

  • Certified Financial Planner™

Licenses:

  • Series 7 and Series 66 Securities Licenses
  • Life, Health, Disability Income and Long Term Care Insurance Licenses

 

Melissa Clary, CPA

Certified Public Accountant and Owner of Key2Accounting and Payroll Vault

Key2Accounting

*No Security or Investment Advisory Services offered at the Key2Accounting location

Phone: (970) 682-6600
Fax: (970) 616-6700                                                         

Address: 375 E. Horsetooth Rd. #2-101, Fort Collins, CO 80525
Email: melissa@key2accounting.com

Likes:
Vacations that have warm weather and the ocean, listening to her daughter laugh, shopping, playing sports and being outside.

Dislikes:
Rude people, peanut butter and Mondays.

Did You Know:
That Melissa knew she was interested in finances and taxes when she was only 13 years old and knew what she wanted to be when she grew up before she was 18.

Bio:
Melissa graduated from Colorado State University in 1996 with a Bachelor's degree in Accounting, and has been a CPA since 2000 and a financial planner since 2007. Melissa is the founder and owner of Key 2 Accounting located in Mid Town Fort Collins. Melissa specializes in tax preparation and planning, QuickBooks, as well as small business consulting and accounting.

 

 

Anne Villarreal

Client Services Manager and Life Insurance Specialist

admin@mountainwealth.com

anne@mountainwealth.com

Likes:
Spending time with her husband, Mark, son, Lee, and daughter, Elise, going on hikes, walks, and running.  Anne also likes reading and sleeping in when she can.  She loves the simplicity found in nature.

Dislikes:
Being late

Did you know:
That before Anne came to work with us that she was the caretaker at ranch on the border of Colorado and Wyoming.  Anne also spent her junior in high school in Finland, she is an accomplished fly fisherwoman and can knit an amazing afghan blanket. 

Bio:
Anne was born and raised in Johnstown, Colorado, she received her Bachelors of Arts specializing in Anthropology from Colorado State University in 2002.  Anne has also spent time in Montana and Alaska fishing. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck