Jason M. Harris – Senior Investment Advisor
Jason has been in the investment management industry since 2007 direct from Fort Lewis College School of Business Administration (SOBA) a nationally accredited business school where he majored in Finance and minored in Accounting. Jason presently holds his Securities Representative (Stockbroker) – Series 7 License, Securities Agent Law – Series 63 License, and Registered Investment Adviser – Series 65 License. Over his career he has worked for institutional investment managers with billions of dollars in assets under management, assisted with development of financial software, and comprehensive registered investment advisories.
At Colorado Financial he works as an Investment Advisor analyzing investments, performs investment due diligence and manages client portfolios. Jason’s fields of expertise include: Wealth Management, Investment Management, Portfolio Management, Trading Strategies, Financial and Retirement Planning, Tax Efficiency Management, Net Worth/Wealth Projection Planning, Monte Carlo Projections, and advises on all types of investment products including alternatives, public and private placements. Jason is a Colorado native born in Denver and grew up in the Vail and Aspen valleys where he participated in raising livestock for resale, horseback riding, and rural country living. Jason now calls Denver home and is an active participant in the Denver Polo Club, playing Polo, bicycling, mountain biking, and backpacking.
Marlene Hebert – Office Manager
Marlene has been with Colorado Financial since its acquisition by Colorado National in 2007. She has been in the financial services industry for many years including several years as a top manager for a global executive suite. At Colorado Financial she provides office management, administrative support, and is events coordinator. Marlene has lived in Colorado since 1990, moving to the area from Pensacola Florida. Marlene has a passion for cooking, traveling, quilting and enjoys spending time with her family.