Broker Check

Team

MRP acts as an extension of your team and focuses on your unique needs and goals.

"There is joy in work. There is no happiness except in the realization that we have accomplished something."
~ Henry Ford
 
What I do really well: I’ve been very successful at surrounding myself with an incredible Team of experts that are as passionate about improving our clients’ plans as I am. I love to think big when it comes to retirement...

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What I do really well: What I tell committees and their employees is: if you’re aiming for nothing you’ll hit it 100% of the time. I feel the asset I bring to the team and to our client partners is a focus on results and...

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What I do really well: I build successful corporate retirement plans. Both I, and my team of experts, accomplish this by creating great employee education practices and maximizing protection to plan fiduciaries. It takes a great deal...

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Cameron Cooke is the Chief Investment Officer for MRP. Cameron has been in the financial services industry for twenty-three years.

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Paul D. Lamb

Principal & Chief Wealth Management Officer

720-598-1144

Paul Lamb is Chief Wealth Management Officer with MRP. Paul has been in the financial services industry for over a decade. Since 2003, Paul has specialized in individual wealth management and retirement income planning. He has helped...

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My goal in every client interaction is to help them visualize their financial goals and take actionable steps to achieve those goals...

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Scott A. Preston, CFP®

Vice President of Wealth Management

720-598-1155

720-598-1155

What I do really well: What I tell my clients is, the fastest way to get from point A to point B is a straight line. Without proper guidance people may take longer to get to their financial goals. The most important aspect of financial...

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D. Ryan Romney

Vice President of Wealth Management

801-260-2283

What I do really well: Helping people solve problems and fulfill their financial goals. Along the road to retirement, there are obstacles, setbacks, and navigating concerns that create uncertainty. My objective is to create a detailed...

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Steven Bowes

Vice President of Wealth Management

720-598-1156

What I do really well: I help clients bridge the gap between their accumulated assets and their long term goals, by implementing a clear and articulate plan around how to get there. Most people have started saving towards their long...

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What I do really well: I like to make complex issues about retirement plans simple. Whether I am working with the retirement plan committee to select their Target Date Fund or their employer 401(k) match my goal to help the committee...

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What I do really well: Constantly strive to add value for clients by putting myself in their shoes. Plan sponsors are busy with their respective jobs and I view myself as an extension of their team. I partner with retirement plan...

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What I do really well: I help our clients to accomplish what is necessary to have their plan run smoothly and within government parameters. I research many aspects of retirement plans to insure they are receiving the correct...

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What I do really well: Plan compliance. My goal is to help provide our clients with administrative compliance assistance regarding the many regulations that govern qualified retirement plans. Why I get up in the morning: To help plan...

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Traci Welch

Client Service Administrator

801-260-2289

What I do really well: I’m organized and focus on results. Some of my greatest strengths are creativity, drive and leadership. I thrive on challenges, particularly those that expand the company’s reach. Why I get up...

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What I do really well: I am analytical, organized, creative, and a team player. This unique mix of abilities helps me to thrive at MPR and support many different departments. At MRP, I work on developing sales and marketing...

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What I do really well: I am well organized and through. I pride myself on getting things done in a timely fashion, which is critical at MRP. I work as a part of the service team and am ready to support in whatever is needed. Why I get...

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What I do really well: I have always been able to take what life gives me with a smile on my face. I have had success teaching groups of people and generating meaningful discussions on important topics. I am not satisfied with mediocre...

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Julene Noa

Operations & Marketing Coordinator

720-598-1149

What I do really well: I enjoy organizing, process improvement and promoting efficiency throughout the firm. In my role at MRP, I support many departments including HR, operations, marketing, financial, compliance/branch audits and...

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What I do really well: I am a passionate goal oriented individual who works hard on every task assigned. I like planning, organizing, learning new things on a daily basis, expanding my skill sets and working with people, this is where...

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