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, and beets.

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's love of mountains came from being raised in Alaska, when he was 12 his family moved them to the plains of Nebraska where Mitch stayed until college.  After graduating from the University of Wyoming with a Bachelors in Finance, Mitch began his financial planning carrer in Laramie in 2002. Mitch moved his practice to Ft Collins in 2005 and has been here ever since.  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 and daughters Stina and Johanna. In her spare time she enjoys biking, hiking, yoga, skiing, cooking 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

 

John Schaeffer

Financial Advisor and Outdoorsman

john@mountainwealth.com

Likes:

Spending time outdoors with his dog, Molly, backrubs, good food and connecting with people and family.  In the summers, when he's not working, you can find John fly fishing, rafting, fly fishing from a raft, camping, hiking and mountain biking.  In the wintertime John likes to ice fish, snowshoe, snowboard and go snowmobiling.

Dislikes:

Raw tomatoes

Did You Know:  

That John and Mitch have known each other since high school and competed on rival teams in Nebraska and both went to the University of Wyoming.  John has also been to 20 European countries, has skydived, is an avid snorkler and has ice climbed Root Glacier in Wrangell in St. Elias National Park.

Bio:

Although John was born in Nebraska, he has called Wyoming his home since 1998.  John graduated from the University of Wyoming in 2003.  John and Mitch started in the financial services industry in Laramie; Mitch in 2002 and John in 2003. While Mitch moved his practice to Ft Collins, John stayed in Laramie.  John joined Mountain Wealth Management team in January 2020.

Licenses:

  • Series 6 and 63 Securities License
  • Life, Health, and Disability Income 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

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.