Futurity First Mid-Plains – Denver
Managing Directors: Chris O'Connell, Doug O'Connell, Dirk Trautman, Dustin Formanack
Associate Managing Directors: Brock Goodwin, Jay Schmidt
Agency Operations Manager: Alyssa Trumbull
Office Manager: Kathy Vaske
Office Support Specialist: Renata Washa
|Futurity First Mid-Plains - Denver |
600 South Cherry Street, Suite 530
Denver, CO 80246
Office Agents and Advisors
|Liliana Alfaro-Valle ||Ladd Bunker |
|Ramon Navarro, Jr. |
|John Bissell |
|Michael Maaliki |
|James Wright |
|John Boyle ||Jeremy Nash |
|Chris Young |
About the Office
It’s our mission to bring the best possible financial resources to all clients. We work with our clients to develop a comprehensive strategic plan to grow their assets and protect what is most important to them. We pride ourselves on providing top-notch service starting with the initial conversation and throughout a client’s life, as their needs change. We want our clients to dream more, learn more, do more, and become more because their financial future is secure.
We accomplish this in a positive, productive, and fun work environment and have built our culture on integrity, collaboration, teamwork, and valuing each individual. Our objective and innovative agents and advisors are empowered to serve with an expansive portfolio from top carriers, and are backed by support and training in our culture of expertise.
|Brock Goodwin |
Associate Managing Director
Goodwin takes a big-picture approach to his work, whether it is helping clients
or mentoring other agents and advisors. With clients, he takes a holistic
approach to see their entire retirement situation, and makes a plan that works best
for them. With colleagues, he takes an active role in coaching them to help
them provide the best possible service. A graduate of Indiana University of
Pennsylvania, Brock has his Series 6, 63, 65, and 26 licenses as well as his
Chartered Life Underwriter (CLU) designation. He’s active locally with both the
Chamber of Commerce and as a youth basketball coach.
|Jay Schmidt |
Associate Managing Director
Jay Schmidt brings leadership and experience to the Mid-Plains division of Futurity First. He leverages his nearly 40 years of industry experience, and focuses on holistic financial planning to serve clients in Colorado, Nebraska and Wyoming. Jay holds a Bachelor’s degree from the University of Nebraska-Kearney as well as his Series 6, 63, 26 and 65 licenses and LUTCF and ChFC designations. He’s able to access an extraordinary amount of solutions from the Futurity First portfolio and help clients address their financial goals. He lives in Greeley, Colorado with his family.
Securities offered through Securities America, Inc., a member of FINRA/SIPC Advisory services offered through Securities America Advisors, Inc. Futurity First Insurance Group and the Securities America companies are separate entities.
This site is published for residents of the
United States and is for informational purposes only and does not constitute an
offer to sell or a solicitation of an offer to buy any security or product that
may be referenced herein. Persons mentioned on this website may only offer
services and transact business and/or respond to inquiries in states or
jurisdictions in which they have been properly registered or are exempt from
registration. Not all products and services referenced on this site are
available in every state, jurisdiction or from every person listed.