Our Team

We are independent financial advisors. We’re passionate about creating plans

that bring financial confidence and personal peace to our clients.

Scott

Owner & Principal Advisor

Scott Graves

Scott joined his father, Dennis Graves, at Rocky Mountain Financial Designs in 2011, after a career as a middle and high school band teacher.

His approach to financial advising reflects that background and defines the values Rocky Mountain Financial Designs espouses – he never seeks to “sell”; he educates his clients on their options so they can make an informed decision for themselves.

Three years ago he took the reins as Dennis moved into a well-deserved retirement.  Today Rocky Mountain Financial Designs continues to grow and innovate, bringing together the best tools in the financial world to help bring personal peace to his clients by helping them achieve their long-term goals.

Scott and his wife, Amy have five fantastic boys who they love to take on adventure trips into mountains, down rivers, and everywhere else they can challenge them to do difficult things. He maintains his love of music and volunteers in the local middle and high school bands.

Scott Graves, an Investment Advisor Representative with and advisory services offered through TownSquare Capital, LLC, an SEC Registered Investment Advisor.

Dennis

Dennis Graves

Founder

After 25 years working for various financial services companies, Dennis decided to strike out on his own to form Rocky Mountain Financial Designs in 1999.  This transition to independent financial advisor allowed him to “shop around” to different providers to find what was in the best interest of the client.  The company he built has continued that ideal.

In 2019 Dennis entered a well-deserved retirement.  He is no longer involved in the day to day of the business, but he retains what might be called Emeritus status, offering insight on his former clients.

Katie

Katie Hadad

Director of Marketing & Client Relations

Katie is a marketing and client relations professional, and has been in the financial services industry for 5 years. Developing strong relationships is the foundation of everything she does, both professionally and personally. Mom to three amazing kids, on the weekends you’ll find her watching a movie, working around the house or camping with her family.

Lindsey

Lindsey Putman

Client Service Specialist

Lindsey manages many different aspects of our administrative and client services, from processing new clients to assisting with account management.  Her experience running small businesses has brought insight to our small business within the financial industry.  Lindsey has an Exercise Science degree from the University of Texas – Arlington.  She is an elite runner who frequently travels across the country for races in hopes of qualifying for the 2020 US Olympic Trials.


TownSquare Capital
Allegis Advisor Group
Kurt Brown

Kurt Brown

Chief Investment Officer

Monica Sonnier

Monica Sonnier

Director of Fixed Income Strategies

Xavier Deforges

Xavier Deforges

Director of Trade Desk

Chris Hedquist

Chris Hedquist, CFP, CFA

Senior Portfolio Strategist

Byron Rasmussen

VP – On Staff Underwriting

Sarah Clift

Sarah Clift

Life Specialist

Tyson Ferney

Tyson Ferney

Director – Advanced Strategies

Heather Rolph

Heather Rolfe

Linked Benefit, LTC & Disability Specialist

Travis Carrell

Travis Carrell

Annuity Specialist