Meet the Seal Financial Services Team

With over 60 years of combined financial and retirement planning experience, we offer objective strategies and solutions to help you and your fellow employees retire with all of the fun, financial security and peace-of-mind you deserve.

Discover the difference our caring, compassionate, highly competent team can make in helping you achieve your goals. 

“It’s no secret that we are living in challenging times. The combination of earlier retirements, longer life spans and a troubled economy make it more important than ever for Americans to begin taking a more proactive role in their retirement.”

Gregory P. Seal, CFP®, MBA, CIMC®, CIMA®

Greg is President and Founder of Seal Financial Services, Inc., a Registered Investment Advisor with the Federal Securities Exchange Commission, and C-Hall Corporation, a retirement planning firm. Both companies were established in 1985.
Greg also co-founded The Family Advisory Team LLC in 2002 and The Health and Wealth Consortium in 2009.

Greg earned his undergraduate degree from Westminster College in Salt Lake City, Utah in 1972 and his MBA from Regis College in Denver, Colorado in 1983. As a Certified Financial Planner™ licensee, Greg is also a Certified Investment Management Consultant specializing in financial and retirement planning, and a member of the Institute for Certified Investment Management Consultants. He is also active on several community Board of Directors, including the Colorado Fund for People With Disabilities.

In addition, Greg is the past President of the Financial Planning Association of Colorado, and the author of the book "The Guide for Heirs and Survivors" (1996) and co-author of "Making the Money Last." (1996). An accomplished public speaker, Greg is also an avid tennis player and fisherman.

“That’s why we created our informal and informative workshops – to help people succeed with the necessary knowledge and understanding of both the financial and lifestyle issues involved in meeting the challenges on the road ahead.” 

Janet L. McCoy, CFP®, AIF®

Janet is a partner at Seal Financial Services and has been assisting individuals and companies with their financial and retirement planning for over 23 years.

As a Certified Financial Planner™ practitioner since 1996, Janet’s expertise includes ten years of in-depth experience in tax preparation and small business accounting, and more than 13 years of experience in personal financial and retirement planning.

Janet provides financial and retirement planning advice based on a thorough understanding of the many complexities involved, including family dynamics, conflicting financial goals, market conditions, divorce, death of a spouse and other life changes.

Janet also served as the 2003 President of the Financial Planning Association of Colorado, and has served on the Board of Directors of the FPA of Colorado and the Institute of Certified Financial Planners for over eight years. She has also contributed to articles in Money Magazine and Financial Planning Magazine.

In addition, Janet has been a featured speaker of the Colorado Bar Association and various other groups, and enjoys hiking, music and cooking.

“Our workshops are relaxed and enjoyable – yet packed with powerful objective insights and strategies to help each one of our participants become empowered and develop the right retirement solutions for their success.”

Jennifer L. Lessard, CFP®

As an integral part of our financial and retirement solutions team, Jennifer received her undergraduate degree from the University of Oregon in 1994, and has also received specialized trust administration training from the Cannon Financial Institute.

Jennifer’s background includes 10 years of trust administration experience with a large national financial institution – where she specialized in estate planning, estate settlement, trust administration, and special needs trusts. 

As a Certified Financial Planner™ practitioner, receiving her designation in 2005, Jennifer’s background and training enable her to bring a unique perspective to retirement and estate planning. In fact, her “hands-on” experience in settling estates and administrating trusts has been invaluable to many of our clients.

Not only is Jennifer skilled in identifying and resolving financial and retirement estate planning debacles, she is also very adept at acting as an advocate for clients, listening, identifying issues and working toward solutions in their best interest.
   
Jennifer is also a well-versed public speaker, enjoys scrap-booking and quilting, and is active as a volunteer in community programs for children.

To speak with Greg, Janet or Jennifer – please call 303-671-9777 or toll free at 1-800-279-8035.
Or click here to send us an e-mail >

“We look forward to helping you achieve your goals!”

CFP® and Certified Financial Planner™ are federally registered service marks of the Certified Financial Planner Board of Standards, Inc.