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Meet the Team

At our firm, we have the client—and only the client—in mind.

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.

At our firm, we have the client—and only the client—in mind.

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

303-339-0994

303-945-7997

OMetsaev@FinancialGuide.com

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...

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David E. Mass, BA

Financial Planner | Managing Partner

303-738-5935

303-738-5848

DMaas@FinancialGuide.com

Boasting more than two decades in finance, Dave is a savvy financial planner who enjoys helping his clients create strategies that help them towards their goals. As a Managing Partner of Financial Planning Group, Dave also enjoys...
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Samantha Gallegos

ParaPlanner | Partner

303-339-0994

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...

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Nate Lehnerz

Sales Assistant

303-339-0994

303-945-7997

Nlehnerz@FinancialGuide.com

Nate was born and raised in Broomfield, He graduated from CU Boulder with a BS degree in Finance with an empathies in Personal Financial Planning. He is currently studying to become Certified Financial Planner.

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Client Centered

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.

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