Jeffrey Blomgren

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.