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Our Team

Leon J. Colafrancesco CFP®

Christopher R. Dorsett CFP®

Michael J. Healy

Aaron M. McLaughlin CFP®

Nicholas R. Dorsett CFP®

Patrick T. Healy CFP®

Jaye D. Mueller

Katarina B. Garcia

Addison Doyle

Plan for tomorrow – contact Seamount today.

As your financial partner, our mission is to improve the lives of our clients and their families by providing objective financial advice and exceptional service. Let us show you how.

 

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Office Locations

90 South Cascade Ave, Ste 970
Colorado Springs, CO 80903
Phone: 800.752.8766

14851 N. Scottsdale Rd, Suite 205
Scottsdale, AZ 85254
Phone: 800.752.8766

1111 Bayside Drive, Ste 214
Corona Del Mar, CA 92625
Phone: 800.752.8766

17542 East 17th Street, Suite 460
Tustin, CA 92780
Phone: 714.516.3390

Privacy Policy  |  Disclosure  |  Form CRS

 Seamount Financial Group, Inc. is a Registered Investment Advisor with the U.S. Securities and Exchange Commission. However, such registration is not an endorsement by the Commission.  

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Seamount Financial Group, Inc., a registered investment advisor. Seamount Financial Group, Inc. and SFG Investments are separate entities from LPL Financial. 

Financial Professionals may only discuss or transact business with residents of state(s) and jurisdictions(s) in which they are properly registered or licensed. 

LPL Financial Form CRS

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