Team

Jeff Webb, AIF^®

Founder and CEO

Mountain Financial was founded by Jeff in early 2006 and has grown to over 10 advisors with a combined experience of 150+ years and servicing over 1000 clients. For more than 15 years, Jeff has expertly navigated the financial industry and positively impacted lives of clients and advisors. He is often asked to advise, attorneys, Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs) with complex financial, estate, and business planning projects. Prior to founding Mountain Financial, LLC, Jeff successfully managed leadership roles in real estate finance, wholesale mortgage, banking and owning and operating a retail mortgage company. He also played an integral part in four major mergers and acquisitions for a major national sports retailer. Jeff gained valuable work experience and education in New York City as the General Manager of a software consulting firm which specialized in enterprise accounting and financial systems. Currently, Jeff is studying for his ChFC designation (Chartered Financial Consultant), which is very similar to the CFP certification but includes an additional 100 hours of specialized education. Jeff has passed his Series 7, 66 & 63 exams and is a Registered Representative and Investment Advisor Representative. In addition to being a published author and award winning public speaker, Jeff enjoys spending time in the mountains of Colorado hiking, backpacking, and of course snowboarding in the winter.

Maximilian Shaulis

Director of Asset Management

Maximilian (Max) Shaulis has been working for Mountain Financial since the very beginning of his professional career. In 2019, Max accepted an internship with us, and since then he’s progressed from intern to part time, and part time to full time employee. Max graduated from the University of Denver in 2020, with a bachelor’s degree in finance and minoring in business statistics and analytics. Max focusses primarily on the management of our investment accounts, both day to day tactics and long-term strategy. Since joining Mountain Financial in 2019, Max has earned his Life and Health Insurance license and has passed his 65 exam. Since passing the series 65, Max is registered to advise clients in the state of Colorado on investments and holds the title of Investment Adviser Representative. In his free time, Max enjoys camping and hiking, is a die-hard Broncos and Nuggets fan, and doesn’t mind losing to his girlfriend in disc golf.

Valerie Leighton

Operations Manager

Valerie Leighton joined Mountain Financial in the spring of 2021. Previously, she worked as a legal assistant helping people apply for and win Social Security Disability benefits. Valerie has a diverse background of education, picking up skills from each modality she has studied to make her very effective in her role at Mountain Financial. She has lived in Colorado her whole life, so it should come as no surprise that she enjoys the obligatory Coloradan mountain activities: snow sports in the winter and hiking and camping in the summer.

Josh Heikkila

Director of Financial Planning

Josh Heikkila joined the Mountain Financial team as an associate in the summer of 2021. Josh has been a student of Mountain Financial since 2012 and has spent the last several years studying general finance and developing his knowledge. His career history has strengthened his abilities to effectively develop and navigate complex data, systems, and situations. Josh has earned his Life Insurance license and is currently studying for his ChFC designation. He grew up in Colorado, but now lives in the Pacific Northwest enjoying his work, exercise and time with his family.