We’re a passionate team of financial advisors. We combine traditional service with modern financial strategies to position our clients’ finances towards retirement.

Scott

Scott Graves

 

Owner & Principal Financial Advisor

First and foremost, I am a financial educator. I come to the financial planning world through a nontraditional route, after earning a bachelor’s degree in music and a master’s degree in education.  I was a public school teacher for several years, and in 2011, joined my father, Dennis Graves as an advisor and vice president at Rocky Mountain Financial Designs.

After eight years of working together, and Dennis’ retirement, I have been proud to serve as president of this company.  Communication is paramount in any business, and my approach to financial planning reflects my experience communicating complex information to “challenging” audiences.  I thrive on helping individuals, families, and businesses achieve the financial stability that brings security to their lives.

Along the way, I built my own “team”, as my wife, Amy and I had five fantastic boys.  I love to take my boys on adventure trips into mountains, down rivers, and everywhere else I can challenge them to do difficult things. I maintain my love of music and volunteer in the local middle and high school bands.

Dennis Headshot

Dennis Graves

 

Founder, Advisor

Bio Pending


Katie

Katie Hadad

 

Director of Marketing & Client Relations

Katie is a marketing and client relations professional, and has been in the financial services industry for 5 years. Developing strong relationships is the foundation of everything she does, both professionally and personally. Mom to three amazing kids, on the weekends you’ll find her watching a movie, working around the house or camping with her family.

Lindsey

Lindsey Putman

 

New Business Administrative Assistant

Bio Pending


TownSquare Capital

Kurt Brown, Chief Investment Officer

 

Monica Sonnier, Director of Fixed Income Strategies

 

Chris Hedquist, CFP, CFA, Senior Portfolio Strategist

 

Xavier Desforges, Director of Trade Desk

Allegis Advisor Group

Byron Rasmussen, VP – On Staff Underwriting

 

Tyson Ferney, Director – Advanced Strategies

 

Sarah Clift, Life Specialist

 

Heather Rolfe, Linked Benefit, LTC & Disability Specialist

 

Travis Carrell, Annuity Specialist