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 ministry at Mission Hills Church.
Timothy D. Good (Tim) is a Colorado native and has lived in the Denver area for his entire lifetime. Tim was born in Boulder, Colorado. He attended the University of Colorado at Boulder and obtained his bachelor’s degree in accounting in 1986. After obtaining his bachelor’s degree, Tim attended the University of Denver Law School where he received his law degree in December 1988. After achieving one of the State’s highest scores on the Colorado State Bar exam, Tim was authorized to practice law in Colorado in the spring of 1989.
Immediately following law school, Tim and his father, Robert Good (a well known and well accomplished lawyer of his own right), founded the law firm of Good & Good, P.C in 1989. Tim and his father practiced in the areas of state and federal litigation as well as estate planning. By 1992, Good & Good limited its practice to estate planning and estate administration. After the retirement of Robert Good in 2005, Timothy Good continued on as a sole practitioner and his practice is still limited to estate planning and estate administration. Tim offices in the South Denver metro area and he deals with estates of all sizes and various complexities.
Over his career of 25 years, Tim has frequently presented seminars to the general public, both on his own and in conjunction with financial planners. He also speaks to professional groups on occasion. Tim is a contributing author to an estate planning book known as Generations-Planning Your Legacy (copyright 1999). He is admitted to practice law in all Colorado Courts and the United States District Court for Colorado (Federal Court). Tim has been a member of various well known estate planning organizations with some of the nation’s finest estate planning lawyers including, The National Network of Estate Planning Attorneys and The Wealth Counsel. Tim is also a member to the Trust and Estate section of the Colorado Bar Association.
David Marr 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. Mr. Marr has a BA in Finance from California State University, Fullerton and a MBA from the University of Denver.
Prior to joining Ridgegate Financial as an Associate Planner, Geordy Smith earned his BA in Marketing and Management from Hillsdale College. Geordy is insurance licensed and is working toward his securities licenses while pursuing an MBA from Regis University. His duties also include supporting compliance work at the firm.
After high school, Geordy was drafted in the MLB draft by the Philadelphia Phillies. He chose instead to pursue his college studies while playing four years of college baseball. Personal interests include an active role with Mission Hills Church, a passion for the outdoors, physical activity and training, and foreign languages.