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Team

How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Your Team

Jeff Speicher, AIF®

Managing Director-Financial Advisor

(970) 828-7000

jeff@speicherfg.com

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”...

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Rae Jean Elmore-Zoltowski

Senior Client Services

(970) 828-7000

raejean@speicherfg.com

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...

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Katie Walker

Client Services

(970) 828-7000

katie@speicherfg.com

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...

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