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Scott W. Cody, MBA – Partner
Scott began his career in the financial services industry in 1997 after working in market research for a large retailer in his hometown of Rochester, N.Y. Since coming to Colorado in 2001, Scott has grown a practice crafting tailored financial plans for small business owners and individuals. When it comes to financial planning there is no silver bullet, yet, many people do nothing which often is worse. Philosophically he believes people should be working with an independent advisor who is not obligated to an insurance or investment company. Scott is also known for being a good listener – a critical attribute when working with “people who are talking about their dreams, goals, and concerns.” When he’s not working with clients or spending time with his wife at their home in Stapleton, he is fly fishing or hiking in the mountains – or fantasizing about his retirement home somewhere south of the border.
Scott is securities licensed in WY, NM, NY and VA.
Daniel L. Grote, CFP – Partner
In 1998 Dan Grote completed his B.A. in International Business at Fort Lewis College. Prior to his career in financial services, he gained experience in mortgage lending, small business consulting, and community/district management.
As a Certified Financial Planner, Dan navigates guides his clients along their financial journey toward true independence. He believes that conservative planning built on a solid foundation gives his clients the best opportunity to succeed. Dan is cofounder of Latitude Financial Group, LLC and the Vice President of the East Smoky Hill Metropolitan District #2. Dan, his wife Dana and their children Brendan and Alaina make their home in the community of Saddle Rock Ridge.
Kelly L. Stecklein, CFP, MBA, MSF – Partner
Kelly specializes in comprehensive financial planning for women, small business owners and teachers. Prior to joining starting her financial planning practice in 2005, Kelly worked as a financial services representative at Charles Schwab and Wells Fargo Investments. She has undergraduate degrees in international business and French from Fort Lewis College and an MBA in international business and a master’s degree in finance from the University of Colorado at Denver.
While pursuing her graduate degree, Kelly also worked as a teacher at Warren Tech, Jefferson County School District’s career and technical high school. A Colorado native, Kelly’s first foray into the working world was in a ski shop, renting and tuning skis. It comes as little surprise then to learn that Kelly loves to spend her free time out on the slopes or doing anything else outdoors, including mountain biking, camping and hiking. An honest straight-shooter – whose nickname is literally “Shooter” – Kelly prides herself on her integrity and the strong relationships she is able to build with her clients.
Dustin J. Tidwell – Partner
Dustin Tidwell began his career as a Financial Advisor in 2001 after graduating from the University of Wyoming. As a Partner at Latitude Financial Group, Dustin brings his expertise in long-range investment and insurance planning to help a variety of clients. He specializes in comprehensive financial planning with an emphasis public employees and those approaching retirement. In fact, he is a regular speaker at engagements and workshops covering a number of topics important to these audiences.
Dustin has been contracted by the Colorado State Department of Personnel and Administration to present pre-retirement planning workshops for State Employees. As the state government is one of the larger employers in Colorado, these trainings have been presented in person as well as in a Web-based venue.
Dustin is a member of the National Association of Insurance and Financial Advisors as well as the Million Dollar Round Table. He sits on the board for the 32nt Avenue Jubilee Center as well as the N.W. Coalition for education in his neighborhood.
Dustin spent his summers as a child working with his Grandfather at fairs and rodeo's. Together, they set up the sound for a number of famous musical acts, including Garth Brooks and Willie Nelson. To this day, he continues to spend a week in the summer helping his grandfather.
A true people person, Dustin enjoys getting to know people and making them laugh. Dustin also enjoys spending his spare time spending time with his wife and children, snowboarding and traveling.
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