SHIELD captures industry experts to present one topic in their respective fields. All have years of experience in their industries, and most run successful businesses of their own. Each SHIELD Presenter is dedicated to the SHIELD cause of empowering others through freely sharing their expertise, and the tips and knowledge gained through years of trial and error in their industries. Sales of products by SHIELD is forbidden. Building relationships is encouraged!
WHO WE ARE
PRESENTERS
Megan McDonald is a licensed Mortgage Planner, specializing in Colorado residential lending, and is the founder of the S.H.I.E.L.D. workshop program. Megan served two years on the Board of Directors for the Colorado Association of Mortgage Brokers. She received the 2006 Presidential Award for her service and dedication to her industry. As a Director, she helped push the first Colorado bill to law that regulates the mortgage industry. Megan believes in empowering her clients to make solid financial decisions and providing an efficient and effective communication process. Education, fostering of relationships, and caring about her clients’ future has created a referral-only business of which Megan is extremely proud.
Jeston Moran is an owner and cofounder of United Tax Service, Inc. He has been a business owner and entrepreneur for the past 12 years and knows that every business creates tax consequences and compliance issues. Parterning with his father, David Moran, who has over 25 years of tax experience, Jeston has redefined the tax practice to be more proactive than reactive. He knows that every one pays taxes and his job is to educate and create cost and liability savings to his clients. He believes in a strong customer advocacy approach and that the best tax break available is information at the right time.
Reid Husmer is the founder of Gone for Good. A history of constant moving inspired his mission and professional focus. With each move he realized the unused items that moved with him took up space and collected dust. When he finally disposed of his items, he discovered that one man's trash truly is another man's treasure. This discovery motivated Reid to launch Gone for Good. Reid is committed to helping the community and the environment through reducing, reselling, and recycling discarded items. Reid will give his clients 30% of any profit he makes in selling your unwanted items! Gone For Good is designed to reduce the effects that trash - in its many forms - has on this planet.
Scott Mason, of Strategic Financial Partners, has over 25 years of experience in private industry business and financial management. Scott uses an educational format, whereby he instructs his clients how their retirement plan works so they can make decisions affecting their retirement in an informed way. Prior to going into private practice, he was the Chief Financial Officer of a large retail organization with locations in Colorado Springs and Denver. In that capacity, Scott developed strong strategic financial experience working with people to achieve individual and corporate financial objectives. Scott is a financial representative with expertise in public and private pension plans, special needs estate planning, life insurance, long term care, disability income and investments.
Jose Luna is the managing broker of HomTur Realty, and manager of ColoradoNewHomes.com. Jose is also a member of the Denver Board of Realtors. He specializes in residential and investment properties. He is an investor, landlord, and has managed his properties for over nine years. Jose is a University of Colorado alumnus where he earned his Mechanical Engineering Degree. Jose is committed to living his by his life's mission statement: "To use my passion and enthusiasm to inspire and empower others to create powerful lives."
Charlotte Wells is an Independent Health and Life Insurance Agent, helping her customers protect their assets and provide financial security through insurance solutions with top-rated companies. Charlotte provides free, no-obligation reviews of your health or life insurance plan and top rated service to her clients. Charlotte’s passion for her clients’ well-being has created trust and loyalty and confidence that your health and life policies are tailored to benefit you and your family.
Aaron Nieman is the owner and operator of the multi-award-winning Aaron R. Nieman Agency of American Family Insurance. The agency has been around for more than five years. J.D. Power & Associates awarded Aaron with the prestigious Award of Excellence for being in the top 20% for agent customer service in the field of insurance. Additionally, the agency has won multiple company awards. Aaron and his agency’s promise to his clients is that you will not receive better service with the right amount of coverage for a lower amount of premium.
Christie Taylor is the Manager/Owner and Certified Trainer for SuperSlow Zone here in Denver. SuperSlow has been the leading strength training protocol for more than 26 distinguished years. The SuperSlow method is an expert-supervised, 20-minute, twice-a-week, strength training protocol that has proven to be the safest, most efficient and effective form of strength training available. SuperSlow Zone clients are men and women of all ages who seek a professional health and exercise service that delivers maximum results in a minimum amount of time.
Marnie Marolt, owner and manager of All About Seniors, LLC., has years of experience in sales and marketing. Most recently, her efforts have been focused on the senior housing industry. She has expertise working directly with older adults who require a variety of living needs. She also has extensive training in Alzheimer's/Dementia care. Marnie is successful in this industry because she has compassion and genuine love for seniors.
Yvonne Mothorpe is a Certified Public Accountant (CPA) specializing in accounting and bookkeeping services for sole proprietors, investors and small businesses. She has been a CPA for over 20 years and has experience in a variety of industries of all sizes. Yvonne believes that having reliable financial information is essential to the success of any business. She customizes her services for the most efficient results, saving her clients both time and money.
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