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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Tori Henry, MBA

Partner

(303) 770-5401

(303) 770-5404

thenry@cfscolorado.com

As a Partner, Tori oversees all day-to-day operations at Coordinated Financial Services. In her role, Tori manages staffing, is responsible for client relations and ensures that the firm's vision is being addressed....

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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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