Mountain Capital Investment Advisors Inc

Parker Balstad is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 license and four years of industry experience. He also works as a commercial pilot for Delta Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning with a long-term, diversified investment approach.

Narvel Casas is a financial advisor at Mountain Capital Investment Advisors Inc with five years of industry experience. He holds the Series 65 designation and has been with Mountain Capital Investment Advisors since 2017. Casas is also engaged in ongoing studies since 2009. Mountain Capital Investment Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations, offering discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Karl Spurzem is a CFA® charterholder with 11 years of industry experience. He is currently affiliated with Mountain Capital Investment Advisors Inc and has worked at Guggenheim Securities, LLC since 2012. Mountain Capital Investment Advisors serves individuals, high-net-worth individuals, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, combining fundamental and technical analysis while acting as a fiduciary on ERISA and IRA matters.

Ryan Buffone is a financial advisor with Mountain Capital Investment Advisors Inc in Chicago, holding a Series 65 credential and one year of industry experience. Prior to joining Mountain Capital, he worked as a first officer pilot for United Airlines and SkyWest Airlines. He is also the owner of Career Nav LLC, a career coaching and interview preparation business. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm focuses on long-term portfolio construction using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor investments to client goals and risk tolerance.

Michelle Burns is a financial advisor at Mountain Capital Investment Advisors Inc in Westminster, CO, holding a Series 65 designation with seven years of industry experience. She has been with Mountain Capital Investment Advisors since 2011. In addition to her advisory role, she works as a staff accountant for Mountain Capital CPAs in Denver. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm employs a long-term investment approach, using diversified portfolios that emphasize low-cost mutual funds and ETFs, combined with fundamental and technical analysis tailored to client goals and risk tolerance.

Adam Allgaier is a financial advisor at Mountain Capital Investment Advisors Inc with five years of industry experience. He holds a Series 65 credential and has worked at Mountain Capital since 2020. Outside of advising, he is a commercial pilot and serves as a First Officer for United Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis tailored to client goals and risk tolerance.

Brandt Burns is a Series 66 licensed financial advisor with 20 years of industry experience. He has been with Mountain Capital Investment Advisors Inc since 2011. Burns serves on the Board of Directors of FAPAInvest LLC, an entity representing the commercial interests of Frontier Airlines pilots through a Phantom Equity Agreement and Profit Share program. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations, providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management with diversified holdings including low-cost mutual funds and ETFs, combining fundamental and technical analysis tailored to client goals and risk tolerance.

John Strunc is a financial advisor at Mountain Capital Investment Advisors Inc with four years of industry experience. He holds a Series 66 designation and has worked with firms including Cetera Advisors Network and Renaissance Financial Corp. Outside of his advisory role, he has been involved with youth baseball organizations such as Slammers Baseball South and Lightning Baseball for several years. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by offering discretionary wealth management, investment management, and financial planning. The firm focuses on long-term portfolio management using diversified investments including low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor strategies to client goals and risk tolerance.

Jason Saul is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 designation and has been with the firm since 2024. He has over two decades of experience as an airline pilot for Frontier Airlines. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm focuses on long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor portfolios to client goals and risk tolerance.

Taylor Schuerman is a financial advisor at Mountain Capital Investment Advisors Inc with a Series 65 credential and one year of industry experience. Prior to joining the firm, Taylor held roles at Colorado State University and DoorDash. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm manages client portfolios with a long-term focus, utilizing diversified investments such as low-cost mutual funds and ETFs, and combines fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

John Rockeman II is a financial advisor at Mountain Capital Investment Advisors Inc with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mountain Capital since 2019. Outside of his advisory role, he is a commercial pilot for Frontier Airlines, where he has been employed since 2001. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor investments to client goals and risk tolerance.

Michael Pollard is a financial advisor with Mountain Capital Investment Advisors Inc, holding a Series 65 credential and five years of industry experience. He has been with Mountain Capital since 2020 and concurrently works as an instructor pilot for United Airlines, a role he has held since 2013. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm focuses on long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Conner Murray is a financial advisor at Mountain Capital Investment Advisors Inc with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPM Institutional Investments Inc, JPM Investment Management, Jackson National Life Distributors LLC, and Mercer Health & Benefits LLC. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term, diversified portfolios using low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor asset allocation according to client goals and risk tolerance.

Brian Quint is a CFP® and Series 65-registered advisor with Mountain Capital Investment Advisors Inc, where he has worked since 2020. He has five years of industry experience and previously worked at Ace Hotel for seven years. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combining fundamental and technical analysis to tailor asset allocation to client goals and risk tolerance.

Savannah Chacon is a CFP® and ChFC® with nine years of industry experience. She is currently with Mountain Capital Investment Advisors Inc and previously worked at Mutual of Omaha Investor Services and Fidelity Brokerage Services. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations. Mountain Capital Investment Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with discretionary wealth management, investment management, and financial planning. The firm emphasizes long-term portfolio management using diversified, low-cost mutual funds and ETFs, combined with fundamental and technical analysis, and acts as a fiduciary on ERISA and IRA matters.