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Christopher D
CFP®, Series 63, Series 65
Colorado Springs, CO
Seamount Financial Group Inc
Christopher Dorsett is a CFP® professional with 27 years of industry experience, currently serving at Seamount Financial Group Inc in Colorado Springs, CO. His career includes roles at LPL Financial LLC and Grove Point Investments, LLC, and he has been involved with Seamount Financial Group since 1998. He also operates Dorsett Wealth Management, LLC. Seamount Financial Group provides wealth management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm manages over $665 million and delivers discretionary portfolio management through LPL Financial’s Strategic Wealth Management program, employing both fundamental and technical analysis tailored to client objectives.
Leon C
CFP®, Series 63, Series 65
Colorado Springs, CO
Seamount Financial Group Inc
Leon Colafrancesco is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Seamount Financial Group Inc and has previously worked at Grove Point Investments, LLC and LPL Financial. He has been associated with Seamount Financial Group since 1998. Seamount Financial Group serves individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities by providing wealth management, discretionary portfolio management, financial planning, and pension consulting. The firm manages over $665 million and integrates fundamental and technical analysis in discretionary wealth management.
Nicholas D
CFP®, Series 66
Colorado Springs, CO
Seamount Financial Group Inc
Nicholas Dorsett is a CFP® certificant and holds a Series 66 license, with four years of experience in the financial industry. He is affiliated with Seamount Financial Group Inc and has prior experience at LPL Financial, Grove Point Investments, Podium, Inc, and Qualtrics International. Seamount Financial Group provides wealth management, financial planning, and pension consulting services to individual clients, including high-net-worth households, as well as pension and profit-sharing plans. The firm manages approximately $745 million in discretionary assets through a team of six advisors and employs customized portfolios monitored and rebalanced via LPL Financial’s Strategic Wealth Management program.
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