Chet Hebert - Chairman & Chief Executive Officer
Mr. Hebert has over thirty years of experience in the securities and financial services industry and holds the Series 7, 24, 27, 63, 73, 87 and 99 registrations. In addition, Mr. Hebert serves as the Financial and Operations Principal and is President and sole shareholder of Colorado National Corporation, our parent company. Mr. Hebert holds a Colorado Life and Health Insurance license. Mr. Hebert served two terms on the District 3 FINRA Committee; including one year as Chairman. Mr. Hebert studied Finance and Accounting from the University of West Florida, Pensacola, Florida.
Steven Bienemann - Executive Vice President, Chief Operations Officer
Mr. Bienemann has over eight years of experience in the securities industry and holds the Series 7, 9-10 and 24 registrations. Mr. Bienemann holds a BS Degree in Finance and a minor in Accounting from University of Colorado, Colorado Springs. Mr. Bienemann was most recently with the Charles Schwab Company.
Juris Breikss - Executive Vice President, Chief Compliance Officer
Mr. Breikss has over twenty years in the securities industry and holds Series 7, 9, 10, 24 63 registrations. Mr. Breikss holds a BA Degree double major in Economics and History from Washington University, St. Louis, Missouri. Mr. Breikss was most recently with the Charles Schwab Company.
Cameron Roybal - Compliance Associate
Mr. Roybal joined our Firm shortly after graduation from Regis University and has completed the Series 7 and Series 24 registrations. In addition to his compliance work, Mr. Roybal works with new reps transitioning to Colorado Financial.
Joseph Thomas - General Securities Principal and Municipal Securities Principal
Mr. Thomas has over twenty years of experience in the securities business and holds the Series 4, 7, 9-10, 24, 52 and 53 registrations.
Jason M. Harris – Senior Investment Advisory Director
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.