As CERTIFIED FINANCIAL PLANNER™ and CEO of MBA Wealth, Reid has worked with families, executives, charitable organizations, business owners, and pension plans for over two decades towards wealth accumulation, retirement planning, estate preservation, and charitable gifting.

Reid believes that successful working relationships are built with integrity, objectivity, understanding, and professionalism. As an independent investment advisor, he is passionate about shaping the appropriate investment path for each unique situation and working together toward financial success.

Reid graduated from Wheaton College with a music and business degree, American College with the designations CHARTERED FINANCIAL CONSULTANT® and CHARTERED LIFE UNDERWRITER® and College of Financial Planning with the designations CERTIFIED RETIREMENT PLANNING COUNSELOR® and ACCREDITED WEALTH MANAGEMENT ADVISOR®. His professional licenses, certifications, and registrations include Series 66, 7, Life Health and Variable Annuity, and CERTIFIED SOCIAL SECURITY CLAIMING STRATEGIST®.

An avid cyclist, skier, divemaster, mountaineer, and orchestral musician, Reid, his wife Danielle, and their two children, Jordan and Ryan, split their time between Broomfield and Steamboat Springs, Colorado.