Denver, CO #4468 Chapter Directors

Jeff Mathies, CFEd®

Chapter President

Jeff focuses on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.

Jeff got his start in the industry in 2003 and began Mathies Financial Partners in 2008. He has also founded multiple organizations designed to bring together professionals to help consumers with the vast array of challenges they may face while approaching or living in retirement.

Jeff is a financial professional who offers both investment advice and insurance products. As a Certified Financial Educator (CFEd®), he focuses on financial education for adults and enjoys coaching his clients through the ups and downs of investing and planning for retirement.

Jeff lives in Pueblo, Colorado, with his wife and their five children. In his free time, you can frequently find him mountain biking, hiking, golfing and spending time with his kids.

Real Estate Agent / Broker