Our Team
Mitch O'Hare, CFP® Certified Financial Planner and Easy-Going 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 daughter, Reese, 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 55 fourteeners in 5 years, he started in 2009. He was raised in Alaska and is a proud new father to his daughter Reese. Bio:
Mitch has been in the financial services industry since graduating college in 2002. Mitch is also a member of the Financial Planning Association and is currently serving on the board of his Rotary Club, Loveland Mountain View Rotary. Sigrid A. Gustafson Financial Planner and Founder of Invest Green Cell: (970) 214-1121
sigrid@mountainwealth.com Likes:
Spending time with her fiance Soren and Boston Terrier, Gomez. In her spare time she enjoys biking, hiking, 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 to American and Swedish parents and although she's been around the world, there's no place like Fort Collins, which has been her home for more than a decade. Bio:
Sigrid has her Bachelor of Science degree from Colorado State University and has been in the financial services industry since 2007. Sigrid loves working with her clients to come up with savings and investment strategies as well as helping people invest along with their values through Socially Responsible Investments (SRI). Melissa Clary, CPA Certified Public Accountant and Part-Owner of Kruger & Clary, CPAs Phone: (970) 482-6947
Fax: (970) 472-4061
melissa@krugercpas.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 a part-owner of Kruger & Clary, CPAs just South of Old Town Fort Collins. Melissa specializes in tax preparation and planning, QuickBooks, as well as small business consulting and accounting. Marci Pilon Office Angel admin@mountainwealth.com Likes:
Spending time with her husband and two daughters, traveling, mountain biking, telemark skiing, seeing live music and eating spicy food. Dislikes:
Bland food Did you know:
That Marci plays the violin for the Cheyenne, Fort Collins, and Greeley Symphonies. She also performs with the String Quartet Con Brio. Bio:
Marci has her Bachelor of Arts and Master's Degree in Music Therapy from Colorado State University and has worked with people with special needs for many years. She also enjoys teaching private piano and violin lessons to children and adults.
Under One Roof:
The financial planners at Mountain Wealth Management, LLC have joined with the tax experts at Kruger & Clary, CPAs to bring you the most comprehensive tax and financial services available under one roof. You'll have both professionals working in conjunction towards your life goals. Our mission is to help provide you with independent, straightforward, and unbiased financial and tax planning strategies.
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