Our Team

Cell: 720-984-7482
Email: jeff@mtnlegacy.com

Jeff began his financial services career in 1999 with Fidelity Investments in Boston, MA. In 1999, Jeff moved to Denver, CO and began working directly with clients to provide Wealth Management Services. In 2008, he took the opportunity to help establish the Executive Services Program at Charles Schwab where his focus turned to executives, and how to help optimize employer sponsored benefits and incorporate them into their overall wealth plan. In 2013, Jeff returned to Fidelity to assist with the establishment of their Executive Services Program which focused on publicly traded companies and their executive population.

Jeff believes that all things in one’s life are connected, and by helping people make and manage those connections in their financial lives, he can help them better enjoy the most meaningful parts of theirs.

In addition to helping clients enjoy their lives, he is proud of his, which revolves around his wife Kristen, daughters Lila and Olivia and their German Shepard "Ike". This enjoyment is centered around the Colorado outdoors.

Cell: 303-906-7303
Email: david@mtnlegacy.com

David, a CERTIFIED FINANCIAL PLANNING™ professional, has over 30 years of experience in providing financial advice to high-net-worth clients. Prior to co-founding Mountain Legacy, David spent 13 years as a Vice President, Financial Consultant at Charles Schwab with the Executive Services team. Before his time at Charles Schwab, he spent 17 years at Fidelity Investments where his last role was Vice President, Sr. Account Executive with the Private Access Group. He has also been recognized as a Top Wealth Manager by 5280 magazine for several years.

His passion for the financial planning and wealth management process lies in educating and empowering clients, which enables them to make sound financial life decisions. He values the relationship with each of his clients and enjoys understanding their unique needs.

Originally from Cincinnati, OH, David has lived and worked in the Denver area since 1998. David attended Miami University in Oxford, OH and earned his B.S. in Business after receiving the Evans Scholarship. He and his wife Jen have been active in the community with their support of Craig Hospital, Barbara Davis Center for Diabetes, Children’s Diabetes Foundation, and the Evans Scholars Foundation. David currently serves on the board of the Colorado Open Golf Foundation which benefits the First Tee – Green Valley Ranch.

David and Jen enjoy spending time with their twin boys Ben and Ty, traveling, golfing, and taking advantage of all that Colorado has to offer.

Office: 720-936-3979
Email: scott@mtnlegacy.com

Scott began his financial services career in 2000 with Fidelity Investments in Merrimack, New Hampshire. In 2004, Scott transferred to Denver, Colorado and began working as a Financial Representative in Fidelity's downtown branch. In 2007, he joined the Lone Tree Branch as a Relationship Manager within the Private Client Group working with high-net-worth families. In 2010, Scott had the opportunity to join the Executive Services team at Charles Schwab as an Operations Manager to help grow the expanding team. In 2013, he returned to Fidelity as a Relationship Manager to assist with the establishment of the Executive Services program, which focused on publicly traded companies and their executive population. In 2020, he joined Ensign Wealth Advisors as a Director/Relationship Manager to grow the client relationships within the business. In February of 2021 he joined and co-founded Mountain Legacy Family Wealth Partners to better serve the clients and families he works with.

Scott takes great pride in building meaningful, lifelong relationships with his clients by consistently acting with integrity, honesty, and compassion. He keeps their best interest at the forefront while maintaining a high-touch, high-service practice. Scott is known to go above and beyond when assisting clients in achieving their financial goals.

Scott is married to his beautiful wife, Kelly, and is the proud father of Beatrice. He enjoys playing golf and embraces the beauty Colorado has to offer.

Office: 720-954-2130
Email: chad@mtnlegacy.com

Chad embarked on his financial services career in the fall of 1994 with Prudential Bache Securities, trading U.S. Treasury Bond Futures on the floor of the Chicago Board of Trade in Chicago, IL. This experience provided invaluable insights into market operations and the significance of timely information.

In 1997, Chad transitioned to Dallas, TX, where he worked directly with high-net-worth clients, focusing on financial planning and long-term wealth management strategies. By July 2000, Fidelity Investments relocated Chad to Denver, CO, to cultivate high-net-worth client relationships and enhance the Fidelity brand in the Denver area. His dedication and expertise propelled him to become one of the top financial consultants in the country for Fidelity Investments.

In the fall of 2002, Chad seized the opportunity to establish his own brokerage office with Wells Fargo Advisors Financial Network, catering to high-net-worth clients and building his business independently. Currently, his primary focus is on developing and executing comprehensive financial plans for his clients while expanding the team with Mountain Legacy Family Wealth Partners.

Chad resides in downtown Denver and actively contributes to the community through his volunteer work with the Feed the Children Organization and the Boys and Girls Club of Denver.

Office: 720-954-2130
Email: mara@mtnlegacy.com

With over two decades of experience in the financial industry, Mara began her career in 2001 with Scottrade in St. Louis, MO. At Scottrade, she gained extensive experience in brokerage operations including mutual funds, trading, transfers, and corporate actions.

In 2017, Mara joined Wells Fargo Advisors as a Financial Advisor, dedicating herself to helping clients achieve their financial goals. By 2020, she transitioned to the Wells Fargo Investment Products Consulting team, where she assisted other financial advisors in understanding advisory and managed products to better meet their clients’ needs.

In 2023, Mara moved to Denver, CO, to join Chad Gildig’s team as a Relationship Manager, leveraging her expertise to build and maintain strong client relationships. In July 2024, she joined Mountain Legacy Family Wealth Partners to further enhance her service to clients.

Outside of work, Mara enjoys traveling, exploring her new home state of Colorado, and volunteering.