Mitchell Bloom, President
As president and founder of BLOOM FINANCIAL, LLC, Mitchell Bloom will coordinate the financial planning process for you. Mitch helps you identify your goals and what is important to you, and coordinates the deliverables team to provide you with clear, practical and objective advice. Then he will work with you to implement and monitor a series of strategies that will help you to realize your vision for the future.  (View Bio)






Benita Creacy, Certified Financial Planner™ professional,
Managing Officer
Benita Creacy, CFP® manages and oversees all office procedures. She is responsible for maintenance of policies and procedures to ensure expert implementation of the analysis and written plans. Everything we do for you, goes under a strict review and approval process to detect, prevent and resolve any potential issues. (view bio)

Specializing in plan analysis, M. Shannon Dana,

Amy Bloom ensures that our clients receive the best possible service. She will book appointments for you, and is the first person you should call if you have any questions about your financial planning process. She will ensure that the appropriate member of our team responds to your query in the most expeditious manner possible. (view bio)

James H. Morgan, J.D., LL.M (Tax), CFP®, is an attorney and concentrates in the areas of Estate and Business Planning, including Living Trusts and Wills, Asset Protection, and Elder Care (Medicaid and Veterans Aid and Attendance Benefit Planning) and business law matters.

Jim graduated with a law degree from the University of New Mexico Law School, and has been practicing law since 1991.    He is licensed in both Colorado and New Mexico (inactive), and graduated with a Masters in Tax Law from Denver University in 2003.  

Jim is a member of the Trust and Estate Section and Elder Law Section of the Colorado Bar Association, as well as Wealth Counsel (http://www.wealthcounsel.com) and  Elder Counsel (http://www.eldercounsel.com).

 

Additional Members
BLOOM FINANCIAL, LLC retains some of the nation's leading authorities on wealth planning for affluent families focused on zero tax and charitable planning issues of concern to individuals with estates of $3 million or larger.

Because your financial situation is often complex, we work diligently with our team of best-in-class subject matter experts, to design and implement strategies that will help you achieve your goals. You can rely on our team to provide technical advice as required.  

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