Top 10 Financial Services Companies in Lone Tree

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Below is the list of Top 10 Financial Services Companies in Lone Tree ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Lone Tree

1. Canvas Credit Union

Industry: Financial Services

Location: Lone Tree, Colorado

Website: canvas.org

Company Founded: 1938

Company Size: 501-1000

Company Address: 9990 Park Meadows Drive, Lone Tree, Colorado, United States

Canvas Credit Union Contact Details

Name Title LinkedIn Phone Email
Michael Short Mortgage Servicer
Cude Nancy Patton Manager
Lucy Donaldson Vice President, Digital
Anthony Weaver Retail Director
Steven Kitchen Senior Commercial Real Estate Officer
Robert Elgersma Lending Product Manager And Portfolio Analyst
Dennis Tabor Vice President Of Technology
Requires/Intent and 40 more Employees
Accounting Services
Hedge Fund & Private Equity Consulting
Quality Control & Assurance
and more

2. Shine Wealth Partners

Industry: Financial Services

Location: Lone Tree, Colorado

Website: shinewealthpartners.com

Company Founded: 1995

Company Size: 1-10

Company Address: 9892 Rosemont Avenue, Lone Tree, Colorado, United States

Shine Wealth Partners Contact Details

Name Title LinkedIn Phone Email
Jim Callahan Senior Wealth Advisor | Director Of Investments
Peter Ploeg Senior Wealth Advisor
Requires/Intent
Risk Assessment & Mitigation
Performance Tracking & KPI Analytics
Investment Advisory
and more

3. Gallacher Capital Management Llc

Industry: Financial Services

Location: Lone Tree, Colorado

Website: gallachercapital.com

Company Founded: 1991

Company Size: 11-50

Company Address: 10465 Park Meadows Drive, Lone Tree, Colorado, United States

Gallacher Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Kevin Gallacher Founding Principal
Jordan Gallacher Portfolio Manager
Jessica Taylor Director Of Compliance And Operations
Shawn Jones Financial Advisor
Requires/Intent
Marketing Services
Performance Tracking & KPI Analytics
Tax Planning & Strategy
Online Advertising & SEO
AI-powered Financial Insights
and more

4. Farm Plus Financial

Industry: Financial Services

Location: Lone Tree, Colorado

Website: farmloans.com

Company Founded: 2007

Company Size: 11-50

Company Address: 9898 Rosemont Avenue, Lone Tree, Colorado, United States

Farm Plus Financial Contact Details

Name Title LinkedIn Phone Email
Michael Kinyoun Relationship Manager
Aaron Montgomery Relationship Manager
Nermina Lukach Loan Processor
Requires/Intent
Technology Consulting
HR & Talent Acquisition
Hedge Fund & Private Equity Consulting
Branding & Public Relations
Quality Control & Assurance
and more

5. Aveo Capital Partners, Llc

Industry: Financial Services

Location: Lone Tree, Colorado

Website: aveocapital.com

Company Founded: 2011

Company Size: 1-10

Aveo Capital Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Marsha Nuttall Manager Of Client Services, Financial Advisor
Ben Warwick Private Wealth Advisor
Requires/Intent
Insurance & Underwriting Services
IoT-enabled Smart Banking Solutions
Legal Compliance & Advisory
Portfolio Management
Mortgage & Loan Processing
and more

6. Ipro Lending

Industry: Financial Services

Location: Lone Tree, Colorado

Website: iprolending.com

Company Size: 1-10

Company Address: 9233 Park Meadows Drive, Lone Tree, Colorado, United States

Ipro Lending Contact Details

Name Title LinkedIn Phone Email
Josh Scrivner Member And Senior Mortgage Consultant
Requires/Intent
Marketing Services
Quality Control & Assurance
Treasury & Cash Flow Management
Cybersecurity & Data Protection
Tax Planning & Strategy
and more

7. Community Mortgage Partners

Industry: Financial Services

Location: Lone Tree, Colorado

Website: cmploan.com

Company Founded: 2015

Company Size: 1-10

Company Address: 7431 Park Meadows Drive, Lone Tree, Colorado, United States

Community Mortgage Partners Contact Details

Name Title LinkedIn Phone Email
Kirk Rasmussen Mortgage Loan Officer
Requires/Intent
Risk Assessment & Mitigation
Online Advertising & SEO
Mortgage & Loan Processing
Portfolio Management
Tax Planning & Strategy
and more

8. Tax Shop

Industry: Financial Services

Location: Lone Tree, Colorado

Website: taxshop.tax

Company Founded: 2011

Company Size: 1-10

Company Address: 9233 Park Meadows Drive, Lone Tree, Colorado, United States

Tax Shop Contact Details

Name Title LinkedIn Phone Email
Charles Trautman Enrolled Agent - Income Tax Services And Client Representation
Requires/Intent
Mobile App Development For Financial Services
Investment Advisory
Branding & Public Relations
Legal Compliance & Advisory
Debt Collection & Recovery
and more

9. Mortgage Connect Llc

Industry: Financial Services

Location: Lone Tree, Colorado

Website: mortgageconnect.us

Company Size: 11-50

Company Address: 9233 Park Meadows Drive, Lone Tree, Colorado, United States

Mortgage Connect Llc Contact Details

Name Title LinkedIn Phone Email
Michelle Mason Title Clearance Coordinator
Requires/Intent
Customer Relationship Management (CRM)
Sales & Lead Generation Strategy
Financial Auditing & Reporting
and more
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Lone Tree Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael Short Canvas Credit Union Mortgage Servicer
2 Cude Nancy Patton Canvas Credit Union Manager
3 Lucy Donaldson Canvas Credit Union Vice President, Digital
4 Anthony Weaver Canvas Credit Union Retail Director
5 Steven Kitchen Canvas Credit Union Senior Commercial Real Estate Officer
6 Robert Elgersma Canvas Credit Union Lending Product Manager And Portfolio Analyst
7 Dennis Tabor Canvas Credit Union Vice President Of Technology
8 Jim Callahan Shine Wealth Partners Senior Wealth Advisor | Director Of Investments
9 Peter Ploeg Shine Wealth Partners Senior Wealth Advisor
10 Kevin Gallacher Gallacher Capital Management Llc Founding Principal
11 Jordan Gallacher Gallacher Capital Management Llc Portfolio Manager
12 Jessica Taylor Gallacher Capital Management Llc Director Of Compliance And Operations
13 Shawn Jones Gallacher Capital Management Llc Financial Advisor
14 Michael Kinyoun Farm Plus Financial Relationship Manager
15 Aaron Montgomery Farm Plus Financial Relationship Manager
16 Nermina Lukach Farm Plus Financial Loan Processor
17 Marsha Nuttall Aveo Capital Partners, Llc Manager Of Client Services, Financial Advisor
18 Ben Warwick Aveo Capital Partners, Llc Private Wealth Advisor
19 Josh Scrivner Ipro Lending Member And Senior Mortgage Consultant
20 Kirk Rasmussen Community Mortgage Partners Mortgage Loan Officer
21 Charles Trautman Tax Shop Enrolled Agent - Income Tax Services And Client Representation
22 Michelle Mason Mortgage Connect Llc Title Clearance Coordinator

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