Theodore Financial Group

Commitment to our Community
To grow and prosper, communities require care. It is the work of many hands—sharing many talents, many hours, and many gifts. We enrich the entire community by enriching its members. Scott Theodore and the members of The Theodore Financial Group share this commitment to the community in which they live and work, to make it a better place, to make a difference.

Ed Zore with Carl PolhemusFinancial Advisor Carl Polhemus receives Community Service Award
For his work on behalf of Denver Children's Home, Carl Polhemus was recognized and honored with a $10,000 grant for the Denver Children's Home. "At Northwestern Mutual we believe being a responsible corporate citizen includes giving back to the communities where we do business," said Ed Zore, president and chief executive officer of Northwestern Mutual. "Our Community Service Award program helps us achieve two goals. We recognize our representatives for their community involvement and we help improve the quality of life in the communities our representatives serve."

Colfax Community Network
Each year our Network Office partners with one local charity through active volunteerism and donations. Our selected Charitable Organization for the 2008 Calendar year is the Colfax Community Network. The Colfax Community Network advocates for and works on behalf of children and families residing in low-income, transient housing (primarily residential motels) along Colfax Avenue. By providing information, services and programs, we strengthen and improve family and community life.

The Theodore Financial Group Volunteer Program
We are a culture that emphasizes growth, both professionally and personally and one that encourages individuals to make a difference in the lives of others. Our Giving Back program provides paid for time to all Theodore Financial Group employees so that they can give a little of “themselves” back to the community. They are able to use paid half days off during the year towards community service. This special program is designed to enhance and enrich our associates and the community in which we live.

REACH Foundation
Managing Partner, Scott Theodore, serves on the executive board of the REACH foundation. It is the mission of Karl Mecklenburg's REACH (Rewarding Experiences for All Children) to provide Denver area children and youth with educational opportunities and resources needed to excel in the classroom and in life. The Foundation's interactive programs and events are designed to help build a strong foundation through education and outdoor experiences.

Theodore Financial Group's Management Team Gives Back
The Managing Directors of the Theodore Financial Group are committed to making a difference and are involved the following organizations:

Eric McGough, Managing Director of the McGough Financial Group – DTC: Open Fairways

Mike Torreano, Managing Director of the Torreano Financial Group – Colorado Springs: Court Appointed Special Advocates for Children (CASA)

Bryan Austin, Managing Director of the Austin Financial Group – West Denver: The Leukemia and Lymphoma Society

Morgan Adams Foundation – Thedore Financial Grouop's Charitable Organization for 2007
The Morgan Adams Foundations is dedicated to improving the quality of life and survival rates of children diagnosed with pediatric cancer. Founded in October of 2003 by Joan Slaughter and Steven Adams, the Morgan Adams foundation is inspired by the memory of their daughter, Morgan, whose life was taken in 1998 by a brain tumor when she was six years old.

2007 Highlights

The Theodore Financial Group contributed more than $40,000 as well as countless hours of expanded awareness to this amazingly worthy organization and in the process solidified lifelong relationships with members of the Morgan Adams Foundation.

Activities included:

  • Captained tables at our fledgling “What’s Up Doc?” breakfast
  • Organized a wonderful Angels Among Us cocktail party and brought research doctors in to talk with representatives and clients
  • Partnered with Mary Boettcher and hosted Silpada Jewelry parties from which MAF received the proceeds.
  • Sponsored our Concours d’Elegance Denver even and bought numerous microarray chips.

Susan G. Komen—Race for the Cure
The Komen Denver Race for the Cure® raises money to fund education, screening and treatment programs for thousands of women in our own community and supports the national search for a cure.

In 2006, the Theodore Financial Group's race team, headed by Monica Kerber, raised $10,586.85 and raced in the event again on October 7, 2007. We also sponsored "A Pink Tie AffairTM—Jazz it up Fundraising event held November 11, 2006 headlined by Grammy award-winning saxophonist David Sanborn. Where most successful dinners have a larger-than-life feel, A Pink Tie AffairTM is quite the opposite. In fact a huge part of the event’s appeal is that it’s both intimate and relaxing. The Theodore Financial Group made it possible for attendees to mingle with David Sanborn prior to his performance at the VIP Reception. A highlight of the event was the one-of-a-kind auction items with a wide range of price tags.

Rocky Mountain Youth Clinics
The Rocky Mountain Youth Clinics (RMYC) are a non-profit organization dedicated to providing high-quality health care to children and adolescents, regardless of their insurance status or family's ability to pay. RMYC has a unique model of care, reaching out into the community to provide health care services to children and adolescents where they are—in schools, community centers, residential treatment centers and homeless shelters.

 
 

Copyright 2008 , The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. Scott P Theodore is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, Ste 1700, 1873 S Bellaire St, Denver, CO, 80222, (303) 758-5175, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and Theodore Financial Group are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Scott P TheodoreGeneral AgentTheodore Financial Group has Financial Representatives that are primarily licensed in Colorado.

 
   

1873 S Bellaire St
Denver, CO 80222
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Office: 303-758-5175
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Scott P Theodore, CLU, ChFC CFP® CA #0B18633

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