Meet Your Hosts
Wallace Smith is the president and founding principal of Ridgegate Financial. He started the company after the dot-com market crash with the goal of serving the unique needs of the retirement community. According to Wally, an ideal Ridgegate client is someone who is determined to make the most of their working years to build for a comfortable and secure retirement, or someone who is already in retirement and wants to protect their income, assets and independence.
Wally is a Chartered Financial Consultant® (ChFC). Through that designation, he has completed advanced training in financial planning, insurance planning, retirement planning, income taxation, investments, and estate planning. Wally also holds a Series 65 securities license as well as life and health insurance licenses. You may have heard Wally when he hosted “The Legal Financial Advisor” radio show on Denver’s KRKS radio.
Wally and Lynn, his wife of 25 years, have three children and a 6-pound Yorkie named Lanie. Wally is a private pilot and is active in youth ministry at Cherry Hills Community Church in Highlands Ranch. He and his family live in Lone Tree, Colorado.
Dave Marr is the CEO of Catalyst Lending. He has been in real estate and mortgage finance for over 25 years. Early in his career as a loan originator, he saw an opportunity to improve the lending process through technology. With this idea, he founded his first mortgage company that grew to over 1,500 loan originators and funded over 100,000 loans.
He founded Catalyst Lending to build upon that legacy - "to be a Catalyst for positive change" -and to help more homeowners, loan originators and team members achieve a better life.
He is an active philanthropist and serial entrepreneur. He runs a non-profit called One Family, which focuses on strong family values and mentoring young couples. He also runs a program called Ironmen through his Headwaters Life organization. The Ironmen program focuses on mentoring young men between the ages of 25 and 35. Dave has a BA in Finance from California State University, Fullerton and a MBA from the University of Denver.