Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
President of Asset Management
Joe was born and raised in the Pueblo community and received a business degree in 1995 from CSU-Pueblo. Upon graduating, Joe began his career in the financial services industry. His experience includes working as an advisor and regional manager for Golden West Financial as well as establishing and operating his own consulting firm which developed investment programs for banks and credit unions. In 2007 he became the President of Asset Management for Colorado East Bank and Trust's Financial Division where he managed assets for the trust department and private clients. Joe is a Geneos Wealth Management Adviser Representative with 24 years of experience in the areas of retirement, income planning and estate planning.To schedule with Joe Leal Click here
Investment Advisor Representative
Gavin grew up in the Pueblo area and has lived there for most of his life. He obtained his BSBA in Economics with a Finance Emphasis from Colorado State University-Pueblo and graduated Magna Cum Laude. Prior to graduation, Gavin obtained his FINRA series 7, 66, and Colorado Life and Health Licenses. After his time with his initial Broker Dealer right out of college, Gavin joined Colorado Financial Strategies Group. He is a Geneos Wealth Management Advisor Representative focusing on Retirement Planning and Asset Management. Gavin is a sports advocate with a passion for baseball and golf.
To Schedule an Appointment with Gavin Click Here
Laura is the CFSG operations manager and a native of Pueblo. Laura brings over 20 years of administrative and management experience to the Financial Strategies team. Laura takes great effort to achieve and obtain the trust and needs of our clients and the advisor staff.
President of Allocation Strategies
Brad grew up in Arvada, Colorado and graduated from the University of Colorado with a degree in Physics in 2001. Before opening the Longmont office in 2016, Brad was a VP and the primary portfolio manager for the wealth management division at (what was then called) Colorado East Bank & Trust where he began his financial advising career in 2005. Prior to Colorado East, he worked at Rocky Flats for four years as part of a team involved with transuranic waste cleanup. His technical background along with his love for simplifying oftentimes challenging financial concepts is an asset clients seem to appreciate.https://www.bg5financial.com/To reach Brad Gomer Click here
Travis obtained his financial industry Series 7 and 66, registrations held through Geneos Wealth Management, along with Life, Accident and Health Insurance licenses in 2007. Travis’ education is in Economics, in which he obtained an undergraduate degree from Kansas State University. From having gained industry knowledge from Merrill Lynch and Morgan Stanley, Travis is well trained to provide professional financial services. Travis actively serves on several not for profit boards of directors, and has experience in financing, banking, agriculture, and construction.
Registered Administrative Assistant
Joni is a registered administrative assistant for Colorado Financial Strategies Group. She is located in the Lamar Branch, and has been with our group since 2002. She has worked in the financial sector for 22 years and has developed strong business relationships with our customers.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.