Our Team
Certified Financial Planner™ and Founder of Mountain Wealth Management
mitch@mountainwealth.com
Likes:
Skiing, biking, running trails, hiking, rafting rivers, climbing peaks and spending time with his wife, Haley and kids, Reese and Adler.
Dislikes:
Dreary weather, muddy trails, glitchy technolgy, and waiting on people.
Did You Know:
That Mitch has summited all 58 14 thousand feet peaks in Colorado. He was raised in Alaska and Nebraska but his mother was raised in Fort Collins and he spend a lot of time here at his grandparents as a child and moved her as soon as he could afford to.
Bio:
Mitch's love of mountains and rivers came from being raised in Alaska. When he was 12 his family moved to the plains of Nebraska where Mitch stayed until college. After graduating from the University of Wyoming with a Bachelors in Business Management and Finance, Mitch began his financial planning carrer in Laramie, Wyoming in 2002 and then moved his practice to Ft Collins, Colorado in 2005.
Designations:
- Certified Financial Planner™
Licenses:
- Series 7 and 66 Securities Licenses
- Life, Health, Disability Income and Long Term Care Insurance Licenses
Certified Financial Planner™ and Senior Partner with Mountain Wealth Management
sigrid@mountainwealth.com
Likes:
Spending time with her husband, Soren, daughters, Stina and Johanna, and Boston Terrier, Vinny. 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 help organize and manage their wealth in an efficient way so they can life the life they want.
Designations:
- Certified Financial Planner™
Licenses:
- Series 7 and Series 66 Securities Licenses
- Life, Health, Disability Income and Long Term Care Insurance Licenses
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.
Executive Assistant and Life Insurance Specialist
anne@mountainwealth.com
Likes:
Spending time her 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 year 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.