John McGee stands at the helm of Arete Financial Group LLC as its Principal, leading the firm in its mission to become the foremost financial planning* and wealth advisory* in Northern Colorado. Specializing in addressing the complex financial needs of small business owners and highly compensated executives, John's leadership has been instrumental in the firm's growth and success.
His entry into the financial world began in 2013 as an agent with New York Life, where his outstanding performance consistently earned him a spot in the Million Dollar Roundtable annually. This achievement highlighted his proficiency and commitment to excellence in the industry.
Before embarking on his financial career, John honed his leadership and mentoring skills as a strength and conditioning coach at Colorado State University, Arizona State University, and The University of Wyoming. The transition from the athletic to the financial realm showcases John's versatility and his ability to excel in diverse environments.
John's academic accomplishments include an MBA from The University of Wyoming, equipping him with a robust foundation in business principles and strategies. This educational background, combined with his practical experiences, gives John a unique perspective in his role at Arete Financial Group.
Outside of his professional life, John is a family man, residing in Windsor with his wife, Lisa, an instructional coach in the Greeley school district, and their five-year-old daughter, Brooklyn. His commitment to his family is a cornerstone of his life, providing balance and enrichment beyond his professional achievements.
Under John's guidance, Arete Financial Group is poised for continued growth and success, offering bespoke financial solutions to its elite clientele. John's journey from the world of athletics to becoming a distinguished figure in finance is not only inspiring but also a testament to his adaptability, strategic acumen, and relentless pursuit of excellence.
* Financial planning and Investment Advisory services offered through Eagle Strategies LLC A Registered Investment Advisor
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