Brad Foos, CPA, ChFC, CLU
Consultant 
bfoos@ffgusa.net

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.

Mike Chou received degrees in both Finance and Accounting from the University of Colorado, Boulder.  He joined the financial planning industry in 2000, working with independent firms as well as with American Express Financial Advisors.  Mike specializes in the development of comprehensive financial and retirement plans for families and individuals.  He maintains a Series 7 (General Securities Representative) securities license, which allows him to offer various investment products, and a Series 66 (Uniform Combined State Law exam) securities license for fee based planning.  He is also licensed to sell Life, Disability and Long Term Care insurance policies.  Mike Chou is a Registered Representative and Registered Investment Advisor with NFP Securities, Inc.

Mike Chou
Consultant
mchou@ffgusa.net

Adam Peters, ChFC, CFP^®
Consultant
apeters@ffgusa.net

Adam Peters earned a Bachelor of Science degree in Business Administration, with a concentration in Marketing, from Colorado State University.  As a CERTIFIED FINANCIAL PLANNER™, Adam has been providing comprehensive financial planning services to a broad range of clients since 1999.   Adam has also earned the advance designation of Chartered Financial Consultant (ChFC) from the American College in Pennsylvania.  He holds Series 6 (Limited Securities Representative), 7(General Securities Representative) and 63 (Uniform Securities Agent State Law) securities licenses and is licensed to sell Life, Disability, and Long Term Care insurance policies.  Adam Peters is a Registered Representative and Registered Investment Advisor with NFP Securities, Inc.

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.

Sean O'Reilly
Planning Operations and Analysis
soreilly@ffgusa.net

                David Gardner                 Marketing and Sales dgardner@ffgusa.net   

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.

Cindy Yourtz
Client Services
cyourtz@ffgusa.net

  

Michelle Chaffin
Controller

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.