Jason Black, Financial Advisor (CFP)

Jason Black, CFP, CSRIC, Reflects on His Journey

As I sat at the end of the dock at sunset watching our kids play in the lake, I realized I had everything – a good job, two wonderful healthy children and a great relationship with my wife. But as that beautiful Michigan summer was coming to an end, I still felt like I was missing something.

My wife and I, both Colorado natives, had moved our family to the Midwest five years earlier.  I enjoyed tremendous career growth and success in Michigan.  I won multiple awards for my efforts and was helping hundreds of clients. But after almost 15 years in the business, I was not fulfilled.  When COVID hit and my life changed from driving 30,000 miles a year to having lots of zoom calls and down time, I found myself going a little stir crazy.  While the car sat in the garage, I began a journey of self-discovery.   As I explored what was truly important to me, I realized that it was to give back to my community and the world on a deeper level.  I considered a wide range of avenues for how to do this – including some that had nothing to do with the financial services industry. 

“How can we accomplish this?” I asked my wife. This was one of those moments that I most appreciated that shiny mirror reflecting back at me.  She said “focus on what you are passionate about in your current position and magnify it with what you want to create. Build your ideal career, and let’s move back to Colorado.”  I took that advice to heart.

What I loved the most in my past career was sitting down with clients and providing them the exact tools and resources they needed to become financially independent.  The days when I could help clients clarify their goals and how to achieve them made me light up.  I loved simplifying complex financial ideas and practices, translating industry jargon into plain English and enabling clients to fully engage in mapping out their financial futures.   

I was already a Certified Financial Planner (CFP™), but I wanted to up my game and learn more about how business and investment could be used as a force for good, so I completed the Socially Responsible Investment Counselor™ program as well.   

With all this in place, I started my search for the right firm.  I wanted to join a strong fee-only financial practice, client focused, Colorado-based, working to do good in the world.  My research landed me at the doors of Colorado Capital Management – a team of do-gooders that spoke to all the pieces that I felt were missing in my passion to serve others in personal finance.  We spent many hours over zoom getting to know each other.  I’d found a whole group of people who light up when they bring solutions to their clients, who simplify complex financial practices, are a Certified B Corp, and help clients create abundance for themselves and for the world around them.

I’m now sitting and looking out at the Flatirons at about the same time of year I was sitting on the end of that dock in Michigan.  Same person, same family, different outlook.  I feel so fortunate, like all the pieces of life have fallen into place. I am so grateful to be back home in Colorado with my family and friends, enjoying this beautiful corner of the world.  But just as importantly, I’m so happy to be feeling at home with myself as I begin this new chapter with Colorado Capital Management.  

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Jason Black, Financial Advisor (CFP)

Jason Black, CFP ®

With a drive to live purposefully and passionately, Jason focuses on helping clients to live in abundance.

Jason is a partner and senior advisor at Colorado Capital Management.  He brings more than 15 years of varied experience working in the financial services industry. He joined CCM after a long search to find the perfect firm that aligned well with his values and mission. Jason is passionate about helping individuals and families live abundant and intentional lives. He is proud to be part of a Certified B Corporation, doing meaningful financial and investment planning for clients, while also focusing on socially responsible business practices and making a positive impact. As a Chartered SRI CounselorSM, Jason has a strong background and keen interest in sustainable investing and enjoys helping clients understand the merits of this approach. Jason is also a Certified Financial Planner™ and has a bachelor’s degree in business administration from the University of Colorado. 

Before joining CCM, Jason worked with Jackson National as a consultant for financial advisors. He helped create meaningful connections with families, creative asset allocation strategies, and tax-advantaged retirement-income solutions. During his tenure there he worked with over four thousand financial advisors across the country, was recognized multiple times as consultant of the year, and also managed a team of twenty-five individuals. 

Jason is happily married to his wife, Bridget, of thirteen years, who he met while in college at CU. Together they have a son and daughter, and a Frenchie named Coco Disco. They live in the Whisper Creek neighborhood of Arvada. When Jason is not at work, he and his  family can often be found making turns in Summit County, wakesurfing in Glendo, WY, cooking, dancing and traveling.

Erica Loughrey, Associate Financial Advisor

Erica Loughrey

Erica is passionate about providing purposeful advice to help clients enjoy a meaningful life.

Erica is an advisor at CCM. She joined the firm in 2021, fulfilling her desire to work for a values-based company with a deep commitment to making an impact. She moved from her hometown of Anchorage, Alaska and quickly fell in love with the sunny and beautiful state of Colorado. She brought with her prior experience as a para-planner and is delighted to be engaged in a profession that empowers individuals to flourish financially. She believes strongly in exceptional client service and creating lifelong generational relationships.

In 2022, she accomplished two of her major career goals, finishing her master’s degree in financial planning (MSFP) and earning her Certified Financial Planner™ designation.

Erica enjoys spending time outdoors and traveling to exotic locales. In her free time, you can find her out skiing, hiking, scuba diving, practicing yoga or jetting off to new places to explore. She has a never-ending list of travel plans, having already visited over 20 countries, and feels lucky to have so many wonderful opportunities and adventures.

Lee Strongwater, Senior Financial Advisor

Lee Strongwater, WMS

An entrepreneur and world traveler, Colorado Capital Management vice president and co-owner Lee Strongwater brings a global perspective to investments and life planning.

For more than 15 years, Lee has passionately assisted clients with their financial planning and portfolio management needs. He especially enjoys helping them live more meaningful lives and invest in ways that are aligned with their values. Lee holds a bachelor’s degree in political science from the University of Colorado and a master’s degree in international affairs from Columbia University. He also holds the Wealth Management Specialist (WMS) certification.

Before joining Colorado Capital Management, Lee was a managing partner at Strongwater-Schott, a fee-only investment management and financial planning firm in Denver. Prior to that, he was an entrepreneur who helped start and manage several small firms, including a children’s product company that went public in 2007.

Lee is an active volunteer for several organizations. He is a past President and current member of the Board of Directors for the Boulder Jewish Community Center, an organization that is highly respected on both a local and national level. Lee is also on the Investment Committee of Girl Rising-Global Education, a venture philanthropy fund that invests in social entrepreneurs with culturally-relevant ideas. The fund’s investments promote gender equality and improve educational outcomes for girls and boys living in poverty in Kenya and India.

Lee is married and has two daughters. He enjoys hiking, skiing, traveling—mostly to Mediterranean countries—and trying out new recipes from his journeys. When he’s not on the go you can find him engrossed in a book.

Steve Ellis, Senior Financial Advisor

Steven Ellis, CFA

Steve Ellis has spent his career making an impact, so it’s not surprising that Colorado Capital Management’s founder and president launched the firm’s entry into impact investing.

He brings over 30 years of experience as a financial advisor to high net worth clients. His early work included teaching college courses in accounting and finance, consulting for a major accounting firm, and researching and acquiring investments as the chief due diligence officer of a leading national financial planning firm. Since 1989, he has advised individual and institutional investors on the management of their wealth. Steve is a Chartered Financial Analyst (CFA), holds a business degree from the University of Colorado, magna cum laude, and a master’s degree from Cornell University.

Steve launched the firm’s entry into impact investing in 2012 and is committed to helping build the field. Steve is a passionate speaker on the topic. He has taught about impact investing at various conferences and classes around the country, including as a past faculty member at Middlebury Institute of International Studies. He is listed in the Who’s Who in Impact Investing.

Steve is married, with two daughters, enjoys hiking, biking, skiing, tennis and bridge, and is actively involved in the community. He has served on numerous boards and committees for a wide array of nonprofit organizations, including the Boulder JCC, Rose Community Foundation, Jewish Family Service, and Friendship Bridge. His passion for impact and community service helped lead Colorado Capital Management to become a Certified B Corporation and to build a strong culture of volunteerism and philanthropy.