Who We Are
Here’s our team of skilled financial professionals.
It is our job to educate, guide, and empower you to achieve your financial goals.
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Brad Foos, CPA, ChFC, CLU
CEO, Managing Director bfoos@ffgusa.net
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Brad Foos is the Principal of Foos Financial Group. A University of Denver accountancy honors graduate, he spent two years as a public accountant, becoming a CPA in 1986. Brad started his financial planning practice in 1987 and, in 1994, earned the advanced designations of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the American College in Pennsylvania. Brad has served as a Board Member of the National Association of Insurance and Financial Advisors (NAIFA) -Denver chaired their Political Action Committee. He has received numerous National Quality Awards for his financial planning practice. Brad Foos is a Registered Representative and Registered Investment Advisor with NFP Securities, Inc.
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Sean O'Reilly
Chief Operating Officer,
Managing Partner
soreilly@ffgusa.net
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Sean O’Reilly has been a professional in the financial services industry since 1999. Sean graduated from the University of Illinois with a Bachelor of Science degree in Finance. After graduation, he moved to Colorado to work in Janus Capital Group's investor service and fund accounting departments. He then moved on to become Risk Manager of HybridTrading, LLC, a startup online brokerage. Sean made the transition to Foos Financial Group to utilize his technical and analytical skills for a more interactive client base. He is a Registered Representative with NFP Securities, Inc. and holds FINRA Series 6 (Limited Securities Representative), 7 (General Securities Representative), and 63 (Uniform Secuirites Agent State Law) securities licenses.
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Drew Harper
Financial Planning Specialist
dharper@ffgusa.net
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Drew has been with Foos Financial Group since 2006. Originally joining the company for an internship opportunity, Drew moved on to a full time position with the firm upon his graduation from Metropolitan State College of Denver. Drew holds a Bachelor of Science degree in Financial Services, and is a candidate for the CFP® certification. Drew specializes in the development of comprehensive financial plans, client advisory services, and relationship building.
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Cindy Yourtz
Director of Client Services
cyourtz@ffgusa.net
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Cindy Yourtz wears many hats at Foos Financial Group. In addition to being the office manager, she also serves as underwriter, administrative assistant and receptionist. Cindy is usually the first person clients speak to when calling Foos Financial Group and her warm, friendly manner serves as an excellent introduction to the firm.
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Michelle Chaffin
Controller
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Michelle Chaffin has been an independent contractor with Foos Financial Group since 2003, handling all their bookkeeping needs. The remainder of her time is spent as a full time homemaker to two young children. Michelle earned a Bachelor of Arts degree from Bowdoin College with a double major in Mathematics and Psychology. |
Phone: 303-327-8100 Toll Free: 1-877-664-2201 Fax: 303-327-8101 Email: cyourtz@ffgusa.net
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