Finance & Insurance

  • Amy Bittner - VP, Business + Community Development

    Amy Weeks Bittner joined the MJ team in 2023 as the vice president of business + community development within our Benefits Consulting department. In this multifaceted role, Amy champions MJ’s community commitment through board service, volunteering, and community giving initiatives. She also focuses on new business development across all MJ business units and facilitates connections among local Colorado business leaders. Amy brings over 18 years of industry experience and a wealth of expertise to our MJ team.

    Phone: (720) 354-3865

  • Chris Ball - Financial Planning Consultant

    Chris is a Chartered Special Needs Consultant (ChSNC), and co-founder of Stalt Financial. He has a special passion for servicing families that have dependents with special needs. Chris obtained his BA in Business from Charter Oak College and has his Series 7 and 66 licenses as well as his Health and Life License. Chris lives in Royal Oak, MI with his wife Isabella. He enjoys working out, golfing, and is an avid reader.

    5700 Crooks Rd, Ste 212

    Troy, MI 48098

    Phone: (248) 733-4344

  • CoBank

     CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 75,000 farmers, ranchers and other rural borrowers in 23 states around the country.

    6340 S Fiddlers Green Cir #1908, Greenwood Village, CO 80111

    Phone: (800) 542-8072

  • Colorado Fund for People with Disabilities

    Established in 1994, CFPD is the largest and longest-standing locally managed pooled trust in Colorado. CFPD now provides a myriad of fiduciary services that offer protection, personalized attention, access to our network of organizations and services, financial guidance and someone on your side.

    1355 S. Colorado Blvd., Suite 920, Denver, CO 80222

    Phone (303) 733-2867

  • Don Smith

    Global leader in Environmental, Health & Safety / Environmental Social Governance (EHS/ESG) diligence and compliance. Proud advocate for the Neurodivergent community, co-lead of Neurodiversity Committee at Alvarez and Marsal.

    Phone: (720) 460-8829

  • First Bank

    Since February 28, 1963, we've been committed to “banking for good.” Today, we're humbled to be among the largest and best-performing privately held banks in the United States, maintaining nearly $28 billion in assets with branch locations across Colorado and Arizona. Our growth can be attributed to one simple belief since inception: do what's right for customers, communities, and employees, and good things will happen.

    Phone: (303) 237-5000

  • Paul Moore, Esq. - Wealth Advisor

    As a Wealth Advisor at Trilogy Financial, Paul Moore helps clients make educated decisions and work towards their financial goals.

    Phone: (303) 300-3323

  • Pinnacol Assurance

    Pinnacol is a top-performing workers’ comp provider, dedicated to protecting the workforce and empowering businesses to thrive. Our compassionate care, personalized approach and century-long expertise uniquely position us to meet your business needs in Colorado and nationwide.

    7501 E Lowry Blvd, Denver, CO 80230

    Phone: (303) 361-4000

  • Plante Moran - Denver Tech Center

    With over 3,800 staff members in offices throughout Colorado, Illinois, Michigan, New York, and Ohio — and international offices in Shanghai, China; Mumbai, India; Tokyo, Japan; and Monterrey, Mexico — we bring the world to you. During our 100+ years in business, we’ve grown to be one of the largest audit, tax, consulting, and wealth management firms serving more than 150 countries across South America, Europe, Asia-Pacific, and beyond.

    8181 E Tufts Ave, Denver, CO 80237

    Phone: (303) 740-9400