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
President/CEO
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
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. His financial career includes in-depth experience in comprehensive financial planning, quantitative analysis, risk mitigation and project management with individuals and companies ranging from multinational corporations to local family-owned businesses. 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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Chuck Read
Financial Planning Specialist
cread@ffgusa.net
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Chuck is the newest addition to the Foos Financial Group team. Chuck graduated from New Mexico State University and holds a Bachelor of Science degree in Business Finance. Chuck grew up in New Mexico and has lived in Colorado for the past 9 years. He lives in Broomfield with his wife Gretchen, and has one son Corey, who lives in the Dallas area. Chuck enjoys golf, wine, and gourmet cooking. Chuck specializes in helping our clients progress though Foos Financial Group's planning processes while strengthening the valuable relationships we have created.
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Cindy Yourtz
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. Her many years of service in the financial industry help to make her an expert at simplifying the complex paperwork neccesary in our business. 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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Chris Gillespie
Planning Assistant
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Chris Gillespie has been a member of the team since 2008. As a full time student at Metro State College, Chris is utilitzing the real world experience gained at Foos Financial Group as valuable knowlege to assist him as he completes his degree in international finance. Chris assists the team in many planning-related tasks ranging from summarizing financial data to answering phones. |
Phone: 303-327-8100 Toll Free: 1-877-664-2201 Fax: 303-327-8101 Email: cyourtz@ffgusa.net
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