MAESTRO FILLS A NEED
THE FINANCIAL PLANNING
CATEGORY IS MISSING.
ANYONE CAN READ A SPREADSHEET.
THE TRICK IS IN READING PEOPLE.
Finances are more than just numbers. They're a key part of our sense of self-worth and emotional well-being. If you’re a business owner and want to balance your business success with personal financial success then we’re ready to work for you. If your goal is to help your family achieve financial independence or reach other goals that require short- or long-term planning, we can help you make it happen.
We manage it all, right down to scheduling a meeting with you every six months to sit down over coffee, review your goals, discuss how things have changed in the market, business, or your personal life, and optimize your plan to stay on track.
Chris founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to clients in Colorado. Now known as Maestro Associates the firm serves clients in California, Oregon, Washington, New Mexico, and Kansas. Under Chris’s leadership the firm has implemented a unique planning approach that helps meet peoples’ financial and emotional needs.
Chris received an MBA and a law degree from the University of Denver. As a Certified Financial Planner he holds FINRA Series 6, 7, 24, 26, 63, and 65 licenses. He also maintains Life, Heath and Annuity licenses in several states.
Passionate about teaching, Michael enjoys guiding clients through the financial planning process with a special focus on tax-free income for retirement purposes. As a Certified Financial Planner with Series 6, 63, and 7 licenses, he is a serving clients in Colorado and several other states.
Michael received his MBA at Colorado State University and his undergraduate degree at North Carolina State University.
Hannah’s primary focus is to support the business and personal relationships that differentiate us from traditional financial planners. As one of the first and main points of contacts for the firm, you’ll soon appreciate that you have a highly organized, professional, and a caring person in Hannah.
Her attention to detail ensures everything is working at full potential. You can count on her for day-to-day administrative services and an in-depth understanding of your financial roadmap in an ever-changing financial world.
Bruce is a financial planner with over two decades of market insight and experiences. He holds FINRA Series 7 and Series 66 licenses. Bruce is also insurance licensed in Colorado for Life, Health, and Annuities.
Bruce studied electrical engineering at the University of Colorado and spent 19 years as a systems engineer on various NASA and Air Force projects.
Brieanne handles all account and investment specific contact with clients. From call one, you’ll discover she is like scissors to red tape and paperwork. She researches, preps, and routes all necessary documents for opening new accounts.
She also handles all ongoing services including distributions, contributions, and beneficiary changes for current accounts. Her attention to detail assures you are fully protected with the necessary signed, dated, and approved copies of all documents at any step of your financial journey.
YOU'VE LEARNED A BIT ABOUT US.
LET'S TALK ABOUT YOU.
With a focus on streamlining client forms and documentation, Liz helps to ensure that all information is accurate and consistent. Her experience in professional services gives her a unique background that makes supporting the Maestro Associates staff and clientele go off without a hitch.
No matter where you're at in the process, Liz uses her strong organizational skills to confirm that all the boxes are checked prior to your meeting with the Maestro team. Often called the Jill-of-all-trades, the office staff relies on her for ongoing day-to-day administrative tasks.
303.316.7900 | firstname.lastname@example.org
Allie is a Paraplanner working in the background to support Chris and the Maestro Associates business as a whole. With a history of working professionally in theater paired with holding her Series 6 and 63 licenses (and currently working on 65) and Life/Health/Annuities licensed, she brings a true balance of right and left brain skills to the table.
Licensed in about a dozen different states, Allie is a social-emotional facilitator which helps to add a degree of warmth and empathy to the financial planning process.