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Legacy is more than a collection of your assets; it’s a reflection of your achievements.

Our Philosophy:

At Mountain Legacy, we believe your legacy is a foundation of what you are creating today and building for the future. It is a lifelong journey of your personal life experiences and values that are passed along to others, while still maximizing your today.

We spend more time with you and your family’s unique situation. We help identify your vision, underlying objectives, goals, and concerns to customize a plan for you and your family’s needs.

We take pride in serving our clients and putting your needs ahead of our income above all else.

Wealth Management Integration

  • A consultative process where we integrate services
  • Portfolio Strategy and Asset Management
  • Trust and Estate Planning
  • Insurance Planning (asset/lifestyle protection)
  • Retirement Planning
  • College Planning
  • Executive Benefits Optimization

Investment Management

Our open architecture customized investment strategies are tailored/created to work for the short term and long-term financial goals of our clients.

Legacy Planning

How to accumulate, enjoy, and pass along your wealth in the most meaningful and efficient way for you and your family today, tomorrow and the next generation.

Executive Benefits Optimization

Often a second thought in wealth planning, we believe this is an area of great opportunity to help clients grow wealth and manage taxes. Our extensive experience in this area can help our clients learn, understand and execute a strategy that works with their LEGACY plan.

The Mountain Legacy Process


Active listening, clarifying, and understanding your objectives, goals, and concerns.


How you imagine the possibilities of the future.


Your personal documents, facts and figures.


Examine in detail from a variety of perspectives to determine current state while always keeping your vison in mind.


Originate your new comprehensive plan into existence.

Your legacy plan

Developed, executed, monitored, and adjusted as your life and vision change.

About Us

With 70 plus years of experience we know what matters, it's you and what you want to accomplish with your wealth. We leverage our experience to help you shape your present and future. Mountain Legacy is defined by the achievement of what you envision.

At Mountain Legacy, our goal is to help you live your life to the fullest, and create a legacy that reflects your values, goals, and dreams. As a comprehensive wealth services firm, we will be there by your side to guide you through all stages of life as you establish, grow, and secure your wealth.

Our Team

Jeffrey Blomgren, CFP®

Managing Partner
Office: 720-749-6956
Cell: 720-984-7482


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.

David Findlow, CFP®

Managing Partner
Office: 720-749-6956
Cell: 303-906-7303


David, a CERTIFIED FINANCIAL PLANNING™ professional, has over 30 years of experience in providing financial advice to high-net-worth clients. Prior to co-founding Mountain Legacy, David spent 13 years as a Vice President, Financial Consultant at Charles Schwab with the Executive Services team. Before his time at Charles Schwab, he spent 17 years at Fidelity Investments where his last role was Vice President, Sr. Account Executive with the Private Access Group. He has also been recognized as a Top Wealth Manager by 5280 magazine for several years.

His passion for the financial planning and wealth management process lies in educating and empowering clients, which enables them to make sound financial life decisions. He values the relationship with each of his clients and enjoys understanding their unique needs.

Originally from Cincinnati, OH, David has lived and worked in the Denver area since 1998. David attended Miami University in Oxford, OH and earned his B.S. in Business after receiving the Evans Scholarship. He and his wife Jen have been active in the community with their support of Craig Hospital, Barbara Davis Center for Diabetes, Children’s Diabetes Foundation, and the Evans Scholars Foundation. David currently serves on the board of the Colorado Open Golf Foundation which benefits the First Tee – Green Valley Ranch.

David and Jen enjoy spending time with their twin boys Ben and Ty traveling, golfing, and taking advantage of all that Colorado has to offer.

Scott Ross

Director-Relationship Manager
Office: 720-936-3979


Scott began his financial services career in 2000 with Fidelity Investments in Merrimack, New Hampshire. In 2004, Scott transferred to Denver, Colorado and began working as a Financial Representative in Fidelity's downtown branch. In 2007, he joined the Lone Tree Branch as a Relationship Manager within the Private Client Group working with high-net-worth families. In 2010, Scott had the opportunity to join the Executive Services team at Charles Schwab as an Operations Manager to help grow the expanding team. In 2013, he returned to Fidelity as a Relationship Manager to assist with the establishment of the Executive Services program, which focused on publicly traded companies and their executive population. In 2020, he joined Ensign Wealth Advisors as a Director/Relationship Manager to grow the client relationships within the business. In February of 2021 he joined and co-founded Mountain Legacy Family Wealth Partners to better serve the clients and families he works with.

Scott takes great pride in building meaningful, lifelong relationships with his clients by consistently acting with integrity, honesty, and compassion. He keeps their best interest at the forefront while maintaining a high-touch, high-service practice. Scott is known to go above and beyond when assisting clients in achieving their financial goals.

Scott is married to his beautiful wife, Kelly, and is the proud father of 5-year-old Beatrice. He enjoys playing golf and embraces the beauty Colorado has to offer.

A Network of Support

Mountain Legacy is a member of the Independent Financial Partners (IFP) network of financial professionals. This alliance with IFP gives our firm access to the tools and resources necessary to provide the level of service that plan sponsors, plan participants, and private investors deserve.

Independent Financial Partners (IFP) is a full-service financial professional support firm. Financial professionals are their clients, and they provide solutions and services for their business needs, allowing them to focus on their clients.

Independent Financial Partners Support Staff

Aaron Gilman, CFA, CFP

Chief Investment Officer, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial Partners and the President of IFP Asset Management. He conducts analytical research and due diligence for all investment types, portfolio analysis and construction, portfolio management, and directs all activities in IFP’s asset management group. Mr. Gilman also serves as the head of the IFP Investment Advisory Committee.

Mr. Gilman is an employee of Independent Financial Partners and not affiliated with Mountain Legacy.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

Pete Nunley CFA, MBA

Director, Asset Management, IFP

Pete Nunley conducts due diligence for investments and also helps manage IFPAM’s model portfolios. Additionally, Pete helps financial professionals with all investment-related tasks, including researching stocks, ETFs, and mutual funds, constructing portfolios, and building customized investment strategies. Pete also oversees strategy implementation within accounts on Pershing, Schwab, Fidelity, and TD Ameritrade. Pete serves on IFP’s Investment Advisory Committee.

Mr. Nunley is an employee of Independent Financial Partners and not affiliated with Mountain Legacy.

FINRA BrokerCheck: Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

We'd Love To Hear From You.