Your Team

Jeff Speicher, AIF® 
Managing Director-Financial Advisor

Focus

Jeff has a mission to provide every client with targeted, detailed financial advice using the SFG Vista Process. He understands that he can't be all things to everyone, but instead focuses on being the “personal CFO” to a small group of successful families and business owners, coaching them with all aspects of their financial lives. Jeff helps clients address their financial concerns and develop sound strategies by focusing on each individual's  specific needs. This service is delivered with the highest level of personal service and professional integrity. 

Background and Experience

Jeff Began his career in 1998 as a Financial Advisor with PaineWebber, a predecessor firm of UBS in Denver, CO. Jeff has dedicated his career to delivering the personalized investment planning services his clients deserve. In 2008, Jeff successfully completed the “Wealth Advisor” training with the inaugural class at UBS. The Wealth Advisor training focused on guiding clients with both assets and debts through their entire financial lifecycle of growing, protecting and passing on their wealth.

Jeff holds a Bachelor of Arts degree from Fort Lewis College with majors in both Economics and Business Administration. While in college, Jeff raced on the ski team and was an avid kayaker.

After 11 years with UBS in Denver, CO, Jeff relocated back to Durango and the local UBS office. He joined Wells Fargo Advisors as First Vice President- Investment Officer in October of 2009. Jeff was recognized by Wells Fargo Advisors as a Premier Advisor each year, 2010-2019. The Premier Advisor designation is held by a select group of financial advisors within Wells Fargo Advisors and reflects a high level of standards as measured by one or more of the firm's crieteria for revenue generation, educational attainment, and client-service best practices.

In August of 2019, Jeff and his team aligned with Prospera Financial Services, a seven-time broker dealer of the year award winner from Investment Advisor Magazine. Prospera offers the Speicher Financial Group the best of two worlds - the hands-on expertise and attention of a boutique, service-driven culture and the resources of some of the largest broker dealers in the country.

Away from the Office

Jeff's commitment to service also carries over to the local community. Jeff is the President of Durango BMX. Jeff supports the Fort Lewis College Alumni Association, the Durango Chamber of Commerce, and the St. Columba School. Jeff volunteers with Junior Achievement and is a past board member of the Rotary Club of Durango and the Fort Lewis College Alumni Association.

Jeff is a pilot, marathoner, cyclist, skier, Cross Fit junkie, and longtime motorcycle enthusiast. He enjoys the outdoors with his wife Thess, daughter Tyrsa, and son Wesley.

 

Rae Jean Elmore-Zoltowski
Senior Client Services

Background and Experience

Rae Jean ensures our team cultivates, maintains and strengthens relationships throughout our practice. She earned a Bachelor of Science Degree in Mathematics from University of Northern Colorado and has committed herself to financial services since 2002. Rae Jean also brings experience through various roles including private bank investments, home mortgage, bank operations, and retail banking. Rae Jean's focus is to provide the highest standard of customer service. She coordinates all client relations and plans all customer events. 

Away from the Office

Rae Jean and her husband, Chris, live in Bayfield with their children, CJ and Makayla.Their older daughter, Tianna, attends Dixie State University in Utah. On most days you can find their family on a soccer field supporting CJ and the Rio Rapids Durango Soccer Club or cheering on Chris and his Bayfield High School teams. Rae Jean has a love for cooking and creating new dishes in the kitchen. She is also a fourth generation Durango resident. After graduating from Mancos High School, she spent 18 years living throughout  Colorado and Las Vegas, NV before returning to the Durango area in 2015.

 

Katie Walker
Client Services

Background and Experience

Katie joined Speicher Financial Group to ensure our clients receive the attention and support they deserve. She provides client services, administrative support, and assures our clients feel special. Katie is new to the finance industry but is excited to bring years of diverse customer service experience ranging from franchise sales and support to luxury retail sales. 

Away from the Office

Katie originally hails from Dallas and moved to Durango with her partner, David, in 2020 after a brief stint in Nashville. Outside of the office, she spends her time seeing live music, attempting to overcome her clumsiness in yoga, enjoying movies and playing with their two rescue cats.