Broker Check

Meet The Team

With more than 50 years of combined experience in the industry across our team, we bring an abundance of knowledge, insight, and experience as it relates to personalized financial plans and investment management.

Matthew Obert, CFA, MBA

Managing Partner

(303) 770-5401

(303) 770-5404

mobert@cfscolorado.com

Matt is the Managing Partner for Coordinated Financial Services. He has a passion for helping individuals and families solve complex financial issues in order to work towards the goals they’ve worked so hard to pursue. He...

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Kyle Hurt, MBA, CFP

Partner - Financial Advisor

(303) 770-5401

(303) 770-5404

kyle@cfs-colorado.com

Kyle is a practicing Certified Financial Planner (CFP®) and has more than 22 years of experience in financial services.  He holds a Bachelor’s Degree in Business Administration from North Dakota State University in...

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Shawn Rogers, CFP

Partner - Financial Advisor

(303) 770-5401

(303) 770-5404

shawn@cfs-colorado.com

Shawn, Partner-Advisor, has an extensive background in financial planning, security analysis, and fee-based asset management.  Prior to merging with Coordinated Financial Services, Shawn’s financial services background...

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Peggy Samora-Shrednik

Office Manager

(303) 770-5401

(303) 770-5404

psamora@cfscolorado.com

Peggy joined the Coordinated Financial Services team in the Winter of 2019 as an office manager and has quickly made herself indispensable to staff and our clients. Peggy performs a variety of critical duties for Coordinated Financial...

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