[ Our Team ]

Meet Us

Laurence Schiffman, CFP®

[ Founder, Financial Guide ]

For more than a 15 years, Laurence has devoted his career to helping clients achieve their financial goals while minimizing the impact of taxes along the way. He takes pride in his extensive knowledge around taxes and financial planning, attention to detail, and in upholding the fiduciary responsibilities that his clients have placed in him. Laurence is a CERTIFIED FINANCIAL PLANNER and earned his Bachelor of Science in Accountancy from the WP Carey School of Business at Arizona State University.

Laurence enjoys spending his free time with his family, skiing, camping and traveling. He grew up in New Jersey and now resides in Arvada with his son Hunter and their rescue dogs Elan and Bella.

Cory Smith

[ Financial Guide ]

Cory takes great pride in living his life in the service of others. After serving our country in the U.S. Army, Cory found his second calling serving families by helping them achieve financial freedom. His passion for learning and constant self-improvement currently has him pursuing advanced studies in Financial Planning through Southern New Hampshire University.

Cory’s free time is spent staying active outdoors. In the winter you will likely find him skiing one of the many resorts or traversing the backcountry. In the summer look to the high mountains and you may find him on his personal quest to summit all of Colorado’s 14ers. Cory grew up in Michigan and now lives in Golden.

Joe Gates

[ Chief Compliance Officer ]

Joe has been a financial advisor for over a decade. Joe earned his Bachelor of Science in Production/Operations Management at the University of Idaho and a Master’s Degree in Teaching from Heritage University. After teaching abroad he returned to the states and became a financial advisor. In 2014, Joe co-founded Clear Creek Financial Management and combined his expertise in financial planning and operations as the Compliance Officer.

Joe lives in Port Orchard, Washington with his wife Misty, two young daughters, Evelyn and Clara and is a hard-core Spartan Race athlete himself. His family keeps him busy with soccer games and horse riding lessons and every now and then he finds time for a great cup of coffee and a Spartan Race.

Hunter Schiffman

[ Future Financial Guide ]

Since birth Hunter has been surrounded by friends and family members who are financial advisors, investment professionals, teachers, and accountants. He’s shown an interest in counting and organization skills from a very young age, but above all else, Hunter takes advantage of every opportunity to make others smile.

Hunter’s passions are trains, planes, LEGO® toys, and math. He also enjoys watching his dad ski and chasing the dogs around the house.