Myrna Mitchell, MBA, CFP

Myrna Mitchell is the sole advisor at Consultative Services, Inc., operating under her own name with over 22 years of industry experience. She holds an MBA and the CFP® designation and has managed her independent advisory practice since 1994. Consultative Services, Inc. provides fee-only financial planning and portfolio management to individuals and high-net-worth clients, focusing on life planning areas such as retirement, estate planning, and college funding. The firm manages client assets on a non-discretionary basis using a buy-and-hold strategy centered on no-load mutual funds, ETFs, and fixed income instruments, operating under hourly or flat fee engagements rather than percentage-of-AUM billing.

Tannen Mitchell Briggs is a CFP®-certified financial advisor with 10 years of industry experience, currently operating as the sole advisor at Mountainaire Financial Strategies in Denver, CO. Prior to founding his firm, he worked at Qep Resources from 2015 to 2019 and has maintained a consulting role at Consultative Services Inc. alongside his advisory practice. Outside of financial advising, he manages his own real estate properties as a sole proprietor. Mountainaire Financial Strategies is an independent, fee-only firm serving individuals, including high-net-worth households, and business entities. The firm employs a passive investment approach focused on low-cost mutual funds and ETFs, offering both ongoing subscription-based planning and project-specific engagements.