Seamount Financial Group Inc

Patrick Healy is a CFP® with seven years of industry experience, currently serving at Seamount Financial Group Inc. He has previously worked at firms including Pacific Investment Management Company LLC and Grove Point Investments, LLC. Healy also holds Series 63 and Series 66 licenses. Seamount Financial Group provides wealth management, financial planning, and pension consulting services to individuals, retirement plans, trusts, estates, and business entities. The firm manages over $665 million and delivers discretionary portfolio management through LPL Financial’s Strategic Wealth Management program, using a combination of fundamental and technical analysis tailored to client objectives.

Christopher Dorsett is a CFP® professional with 27 years of industry experience, currently serving at Seamount Financial Group Inc in Colorado Springs, CO. His career includes roles at LPL Financial LLC and Grove Point Investments, LLC, and he has been involved with Seamount Financial Group since 1998. He also operates Dorsett Wealth Management, LLC. Seamount Financial Group provides wealth management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm manages over $665 million and delivers discretionary portfolio management through LPL Financial’s Strategic Wealth Management program, employing both fundamental and technical analysis tailored to client objectives.

Michael Healy is a financial advisor with Seamount Financial Group Inc, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at LPL Financial LLC since 2025 and previously spent 25 years with Grove Point Investments, LLC, as well as 34 years at Seamount Financial Group. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million for several hundred clients and integrates both fundamental and technical analysis within its discretionary investment approach.

Aaron McLaughlin is a CFP® with 14 years of industry experience, currently serving at Seamount Financial Group Inc. He has worked at Seamount since 2011 and also spent time at Grove Point Investments, LLC. He holds a Series 66 designation and operates out of Scottsdale, AZ. Seamount Financial Group serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates both fundamental and technical analysis within its discretionary investment strategies, tailoring portfolios through LPL Financial’s Strategic Wealth Management program.

Leon Colafrancesco is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Seamount Financial Group Inc and has previously worked at Grove Point Investments, LLC and LPL Financial. He has been associated with Seamount Financial Group since 1998. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates fundamental and technical analysis in discretionary wealth management.

Nicholas Dorsett is a CFP® and holds a Series 66 license, with three years of industry experience. He is currently with Seamount Financial Group Inc in Colorado Springs, CO, and previously worked at LPL Financial, Grove Point Investments, Podium, Inc, and Qualtrics International, Inc. Seamount Financial Group serves individuals, retirement plans, trusts, estates, and business entities, managing over $665 million across several hundred client relationships. The firm offers wealth management, discretionary portfolio management, financial planning, and pension consulting, utilizing a combination of fundamental and technical analysis within LPL Financial’s Strategic Wealth Management program.