Our Team

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

John Kosmicki, LUTCF, RFC                   Jkosmicki@Questarcapital.com 

Kosmicki Investment Services, LLC. was founded by John Kosmicki in 1997.  He is a Registered Financial Consultant and Investment Advisor Representative.  In over 40 years of working in the financial services industry, John has experienced bear and bull markets as well as guiding clients through inflationary and recessionary periods.  This type of experience has proven invaluable for his clients.  John founded Kosmicki Investment Services, LLC based on the premise that everyone, regardless of net worth, deserves an investment plan designed specifically for them.  All clients will receive personal best-in-class attention and service.

John has always seen education as the foundation for staying at the forefront of the industry.  His formal education includes a Bachelor's Degree in Finance from the University of Wyoming, completing studies at the University of Colorado Graduate School of Banking, the University of Oklahoma Investment School and The Tax Institute at the University of Nevada.  John has consistently been recognized by his Broker- Dealer, Questar Capital Corporation, as one of the outstanding registered representatives. 

When John finds time to relax, you can find him on the golf course, wing shooting or driving his corvette.  John and his wife, Susan, have four children; Jarrod, Morgan, Jason and Jackie, who is a vital part of Kosmicki Investment Services.

                                                                                                                                                                                                                                                                                                                                                                                                                   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Jackie Montoya, Financial Advisor  Jackie.Montoya@Questarcapital.com    

Jackie joined Kosmicki Investment Services, LLC in 2006 and is a fully licensed Financial Advisor.  She is a partner and co-owner of the firm.  Jackie provides exhaustive research on investment alternatives and keeps the practice at the forefront of an ever changing financial industry. 

She is a graduate of the Colorado State University Business College where she received her Bachelor of Science in Business Administration with a dual emphasis in personal and corporate finance.  Jackie possesses an inherent ability to understand client's needs.  She is a proactive partner who will coordinate the complex pieces of your financial life.  In addition to her securities licenses, she also holds life, health and long term care insurance licenses.

Jackie is an avid sports fan and enjoys spending her free time on the basketball court. Jackie and her husband, Mike, also enjoy spending time outdoors and traveling throughout the U.S.. and abroad. 

                                                                                                                                                                                                                                                                                                                                                                                                                                                           

  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Beverly Aragon, Executive Administrator    Beverly.Aragon@Questarcapital.com  

We are extremely fortunate to have Bev as our Office Administrator.  Bev joined Kosmicki Investment Services in 2012 and brings a high degree of efficiency and attention to detail to our practice.  Interacting with our clients is Bev's favorite facet of her job.  She has completed course work at the Professional School of Business and at Taylor Business Institute where she was on the Dean's list.

She and her husband, Rick, enjoy volunteer work, traveling, bicycling the Poudre Trail and camping in the beautiful Colorado Mountains.