Board & Staff
Executive Board
Jessie Steinmetz
About Jessie
As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.
But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.
Jessie Steinmetz
About Rhonda
I am the Senior Treasury Management Representative for Eagle and Summit counties . My role focuses on making sure our business account customers have the best account structure and product packages we have to offer to ensure they are getting the best deal from an interest and fee perspective. I have over 25 years of experience with FirstBank, and use my experience to help you overcome some of the banking challenges that businesses encounter.
Headquartered in Lakewood, Colorado, FirstBank has been providing full-service banking for over 55 years. Since its initial bank charter was granted in 1963, FirstBank has grown into a highly successful organization with more than 100 locations. We have nearly 2,800 total officers and employees, and more than 100 of those officers and more than 650 of those employees have at least 10 years of experience with the company. We continue to provide our customers with innovative banking products, outstanding customer service, and local decision makers.
FirstBank is well-capitalized according to all regulatory guidelines. As of September 2021, our total deposits were over 25.1 billon and total assets were more than 27.4 billion. We continue to experience solid growth in both assets and deposits. We do not originate, hold, or purchase subprime mortgage loans or securities. Continued focus on credit quality has enabled us to succeed in all economic cycles.
FirstBank serves over 800,000 customers across three states. We opened our doors to the residents of Palm Desert, California in 1985, and in 2007, expanded to Arizona. Today, Palm Desert, California has enabled us to meet the credit needs of customers and communities across several states. Please see us for all your banking needs.
Dan Brown
Dan Brown is the President of the Eagle Chamber Board of Directors. He also serves a dual role as the President of the non-profit foundation arm of the Chamber called the Eagle Economic Vitality Foundation. Outside of the Chamber, Mr. Brown is the founder and President of Partners Environmental Consulting, Inc., an environmental, safety, engineering and surveying firm with offices in Colorado, Ohio, New Jersey and New York. Mr. Brown and his family moved to Eagle in 2019. He resides in Eagle Ranch with his wife Carla, a dentist at Streamside Dental in Eagle Vail and his daughter, a kindergartner at VMS. He has two older children that reside in New York City. He is also an active member of the VVMTA, Hardscrabble Trail Coalition, various Walking Mountains working groups and its Climate Action Collaborative and the Colorado River District’s Colorado Basin Roundtable. He recently served as a Stakeholder on the Grand Avenue Master Planning project. His podcast called the “Environmental Minute” can be heard on KVMM’s radio station 104.7 The Mile. He is an avid mountain biker, completing the Breck Epic, Mohican 100, Iron Horse Bicycle Classic, Pan Ohio Hope Ride, and other useless feats of endurance and mental instability.
Dan B. Brown, CP, CPG
Cell: 216-214-5591
Board of Directors
Rick Beveridge
Welcome! I grew up in New Hampshire and moved to Colorado in 1998 where I live with my husband and our two children. Colorado is the perfect location for all things outdoors, specifically trail running, snow shoeing, hiking and camping. I began in the mortgage industry in 2002 and haven't looked back once! I specialize in first time homebuyers, FHA, VA, USDA and down payment assistance programs and love helping borrowers with their financial needs and wants. Academy's mission is to be 1st CHOICE in delivering the dream of sustainable homeownership by inspiring hope and building prosperity in the lives of our Employees, Builders, Realtors, and the communities we serve. Since joining Academy, I have helped many individuals and families attain the dream of homeownership. Whether you want to buy a new home or refinance an existing mortgage, I will provide a customized solution for you at competitive rates. No brokering, no middleman, no hassle, no surprises. I will be in control of your loan file from start to finish, and I will be up—to—date on the status of your loan at all times. I understand the importance of maintaining continuous communication throughout the loan process and commit to providing you accurate, timely, and honest mortgage advice. I invite you to put us to the test. Let me show you how simple and easy securing a mortgage can be.
Kate Bates
NMLS #625006
Licensed in Colorado
215 Broadway Street, Eagle, CO 81631
Kate Bates
Welcome! I grew up in New Hampshire and moved to Colorado in 1998 where I live with my husband and our two children. Colorado is the perfect location for all things outdoors, specifically trail running, snow shoeing, hiking and camping. I began in the mortgage industry in 2002 and haven't looked back once! I specialize in first time homebuyers, FHA, VA, USDA and down payment assistance programs and love helping borrowers with their financial needs and wants. Academy's mission is to be 1st CHOICE in delivering the dream of sustainable homeownership by inspiring hope and building prosperity in the lives of our Employees, Builders, Realtors, and the communities we serve. Since joining Academy, I have helped many individuals and families attain the dream of homeownership. Whether you want to buy a new home or refinance an existing mortgage, I will provide a customized solution for you at competitive rates. No brokering, no middleman, no hassle, no surprises. I will be in control of your loan file from start to finish, and I will be up—to—date on the status of your loan at all times. I understand the importance of maintaining continuous communication throughout the loan process and commit to providing you accurate, timely, and honest mortgage advice. I invite you to put us to the test. Let me show you how simple and easy securing a mortgage can be.
Kate Bates
NMLS #625006
1160 Capitol Street Unit 202, Eagle, CO 81631
kate.bates@academymortgage.com
Brian Kunkel
I grew up in a small town in Durango, Mexico and moved to the United States after graduating from college. My degree is in law, and I spend the most part of 10 years working for the Consulate General of Mexico in Dallas, Texas, where I helped in the protection department. This position was very rewarding, and it was there, I learned how much I enjoyed helping people with their problems.
I began working for Hood Insurance Agency in August of 2020, in the middle of the pandemic. During the past year, I have acquired my insurance license and very much enjoy working with clients to help them with their insurance needs. As a broker, I have several different Insurance carriers which I have access to. This allows me to work closely with my clients, while providing them more options and choices.
As a local professional living in this valley, I feel it is important to give back to the community of which I am a part of. I sit on the board of directors for a non-profit and collaborate with many organizations such as Law Enforcement Immigrant Alliance, and Hearts Reign & Mountain Recreation. I also work for Mountain Youth, supporting local Latino families.
Please call or email me if you would like a quote, ask questions, or just get acquainted. I’d love to have the opportunity to help you with your insurance needs.
Staff
Michelle Morgan
Executive Director
