Columbia Benefits, LLC
About Us
Services
Columbia Benefits, LLC is a full-service financial firm committed to helping clients pursue their financial goals. We strive to create a unique relationship with every client, based on our expertise and range of services offered. We work directly with every client to establish goals and customized strategies to suit their financial objectives.
Gary P. Davis, CLU, ChFC, RHU, Advisor, President, Member
Gary P. Davis, CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant), RHU (Registered Health Underwriter) specializes in employee benefits, retirement planning, wealth management, insurance, financial planning and estate planning. Gary has been specializiing in Financial Services since 1982. Columbia Benefits operates with the knowledge that one size does not fit all, and offers every client a fully tailored advisory experience.
You can reach Gary at 303-759-1100 x116
Aurora Gonzales, Plan Support Specialist
Aurora is our Retirement Plan Specialist, having over 20 years of experience. Please reach out to Aurora if you have any questions about your retirement plan.
You can reach Aurora at 303-759-1100 x115
Mary Rewald, Client Support Specialist
Mary's career has been in various areas of financial services field since graduating with a BS in Finance. She spent many years at Jackson National and then Janus Henderson working with advisors to determine the best solutions for their clients, working with a wide array of financial products. In 2023 she started working at CB Advisors focusing on the our individual investors and each of their distinctive investment needs
and goals.
You can reach Mary at 303-759-1100 x106
Professional Organizations
Society of Financial Service Professionals
Western Pension & Benefits Council - Denver
Jennifer Seifert, CPA
Jennifer became a Certified Public Accountant in 2003 and has spent her career working in both the public and private sectors. She specializes in controller positions and is a QuickBooks ProAdvisor. Jennifer loves spending time with her family and friends, on the boat, traveling, riding side by sides and visiting her 2nd home in Granby where her family built a ski area. She has bread Golden Retrievers for about 30 years and is especially fond of her Golden, Annie, that adventures with her.
You can reach Jennifer at 303-759-1100 x125
We offer the following services:
Investment Advisory
Consulting
Insurances Sales
Financial Planning
Retirement Plan Consulting & TPA
We work with the following clients:
Individuals and Trusts
Qualified and Non-Qualified Plans
Small Businesses and Practices
Charitable Organizations and Endowments
Gina Wise, Operations and Client Support Specialist
Gina started her career in the financial field working in small financial planning firms for over 21 years. She specialized in back-office operations, client support, computer IT and executive administration. She also worked at Dell/EMC for 9 years as a computer hardware field engineer. Gina joined CB Advisors in 2025 to support the business as a back-up for both the individual investment side and retirement plan side.
You can reach Gina at 303-759-1100 x222
