Jeremy is also an Accredited Investment Fiduciary (AIF).
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He also holds an insurance license in the State of Colorado, as well as a number of other states in the U.S. As a Registered Representative, he is licensed to offer securities through Parkland Securities, LLC, Member FINRA and SIPC. He earned his Masters of Business Administration at the University of Denver. Jeremy graduated from the University of Nebraska with a Bachelor of Science in Accounting and Finance. He has also advised on the acquisition and restructuring of corporate assets out of bankruptcy. Jeremy and his family lived in London where he helped source capital to finance aircrafts and build relationships for buying opportunities within the commercial aircraft industry. He focused on acquiring commercial aircrafts, railroads, and distressed assets. Prior to joining ClearView Financial, LLC, Jeremy worked on the buy side of private equity. He brings with him a passion to help small business owners, families and individuals create plans that help them reach their goals in the most efficient way possible. Jeremy has been in the finance industry for nearly 20 years. Jeremy Fortin, Senior Wealth Management Advisor, MBA, AIF We are pleased to welcome Sam into our network of financial professionals. Sam enjoys worldwide travel, golf, skiing, camping (as long as it’s a Four Seasons Resort) and spending time with his wife, children and grandchildren. Sam is licensed for securities and insurance in Colorado, Utah, Arizona, California, Florida, Idaho, and Nevada. His current business focus is on cash flow retirement and estate planning. Sam is also an Accredited Investment Fiduciary (AIF). Sam is a 44 year member of the Million Dollar Round Table, which is based on sales and holds designations as a Chartered Life Underwriter, Certified Financial Planner and Life Underwriter Training Council Fellow. During that time he also taught business courses for the world wide campus of the University of Maryland. Upon graduation he entered the Air Force and served in Thailand and Germany as a transportation officer. After graduation from Graceland University Sam went on to complete a Masters in Business Administration Degree with emphasis in Insurance from Indiana University. He was also a star athlete in cross country and track & field and finished fifth in the mile run at the National Track and Field championships in Sioux Falls, South Dakota. Sam is a graduate of Graceland University, Iowa, where he received his Bachelor of Arts Degree with emphasis in Finance and Economics. They have three children and seven grandchildren. Sam is married to his beautiful life partner Mary, a Registered Nurse and Wellness Consultant. Joseph, Missouri and moved to Colorado in 1972 after serving five years in the United States Air Force. Ike is committed to making ClearView Financial, LLC the most trusted and efficient financial firm along the Front Range of Colorado and throughout the nation. Ike’s passion is to work with small business owners and professionals and help them to establish the most effective strategies to maximize their income and capital, and minimize any taxable consequences. Ike is a qualifying member of the Million Dollar Round Table, based on sales. Ike and his wife spend a lot of time bundled up and sitting at a hockey rink, as their son plays competitive hockey.Īs a planner, he has worked with affluent clients for almost a decade and often shares as a presenter at financial seminars. He and his lovely wife, Pamela, and their son, Jake, are avid fans of the outdoors and enjoy trips into the beautiful Rocky Mountains. Ike is a hunter, fisherman, sports dad, and an all-around family man. Ike is originally from South Dakota and attended Colorado State University, where he received his Bachelor’s Degree. Ike is also an Accredited Investment Fiduciary (AIF). He also holds an insurance license in the State of Colorado, as well as many other states in the U.S. As the owner of ClearView Financial, LLC, Ike enjoys working with clients to achieve their life destination and plan for a happy and healthy retirement.
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