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 some of the most efficient methods available.
Oleg Metsaev, MBA
Financial Planner | Managing Partner
303-945-7997
Serving in the financial services industry since 2005, Oleg brings both wisdom and creativity to his clients in his role as a Financial Planner. He has enjoyed success as a small businessman, both as Managing Partner at Financial...
David E. Mass, BA
Financial Planner | Managing Partner
303-738-5848
Samantha Gallegos
ParaPlanner | Partner
303-945-7997
SamanthaGallegos@FinancialGuide.com
As the Paraplanner with the company, Samantha ensures a smooth process for the clients of the firm. She is a graduate of Florida Memorial University with a degree in Business Administration and Marketing. During her free time, Samantha...
Nate Lehnerz
Sales Assistant
303-945-7997
Nate was born and raised in Broomfield, He graduated from CU Boulder with a BS degree in Finance with an emphasis in Personal Financial Planning. He is currently studying to become Certified Financial Planner.
Client Centered
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.