Team
Patrick Kravitz, CMFC
Financial Advisor, CMFC
719-982-8858
Patrick@MountainTopFinancial.net
I help families make informed decisions regarding their money. I do this by empowering them through knowledge and understanding. I believe establishment of clear goals is the first step towards financial independence. My goal for all...
Daniel J. Fulfer
LPL Financial Advisor with MountainTop Financial
I coach families on stewarding resources, empower them by building and managing wealth, and assist them in preserving a legacy. I began my career as a Financial Advisor and I proudly manage my clients' accounts...
Alissa Reckard
LPL Financial Advisor, CPFA
719-982-8858
Alissa@MountainTopFinancial.net
I love being part of the team at MountainTop Financial while working from our new location in Florida. Our plan is to be multiple generational to ensure this practice is around during the next century.
Andrew Fulfer
Advisor Assistant
As the newest member of the team, I will be responsible for assisting clients with inputting data and linking accounts to the WealthLink website, which is often used for Financial Planning. I received my Bachelor’s degree in...
Darin Carroll
Financial Advisor, CFP, AAMS
719-982-8858
Darin@MountainTopFinancial.net
I am passionate about the life-changing impact that a written financial plan can bring to a family. Through the process of financial planning, I can help families bring their money into alignment with their values, so that each day...
Trina Hudson
Client Relationship Manager and Advisor Assistant
719-982-8858
Trina@MountainTopFinancial.net
I am passionate about working with clients and love getting to know them. My roles include marketing, organizing client events, and scheduling appointments. I efficiently handle activities functioning within the company and keep the...
Grant Harding
Advisor Assistant
719-982-8858
Grant@MountainTopFinancial.net
As an advisor assistant, I am responsible for verifying client data, documenting client interaction, and assisting with the administrative functions of the company. I received my Bachelor's degree in Accounting and Finance from the...