Our Team

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, 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, and is a Director for the Western Golf Association, helping to guide its mission of awarding full tuition and housing college scholarships to high-achieving caddies.

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 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 Beatrice. He enjoys playing golf and embraces the beauty Colorado has to offer.