Team

At Latitude Financial Group, we leverage our experience and knowledge to help clients pursue their financial goals throughout life. We have 18 years of experience working together and believe our collaborative approach can yield greater results.

Meet our team of professionals:

Bobbi Mastalka

Executive Assistant to Dan Grote

720.881.9234

bobbi@latitudefinancialgroup.com

I began my career in the financial services industry in 2012 after working with the Colorado Veterans Project. That experience instilled in me a deep commitment to serving others with compassion, integrity, and respect. It also shaped...

Daniel Grote, CFP®, BFA™

Partner

720.881.8744

720.881.8784

dan@latitudefinancialgroup.com

Dan is a Certified Financial Planner^TM and a Behavioral Financial Advisor^TM. He is most proud of his careful guidance of his widowed, divorced, and single-female clients through challenges toward self-confidence and independence.

Max M. Demby, CPA

Financial Advisor

720-881-8746

720-881-8784

max@latitudefinancialgroup.com

“A goal without a plan is just a wish.” -Antoine de Saint-Exupéry Achieving goals in one’s life, big or small, financial or otherwise, requires hard work, focus, dedication, and discipline. However, the navigational aspect directing...

Scott Cody, MBA, CFS® CFPA

Partner

720.881.8742

720.881.8782

scott@latitudefinancialgroup.com

Scott Cody is a partner with Latitude Financial Group and a financial advisor with nearly two decades of experience in the financial services industry.