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Garrod Moltz

Garrod Moltz

Relationship Manager | Insurance Specialist | Cherry Creek

Garrod’s goal is to provide high-touch client service to affluent individuals who not only want to grow and protect their wealth, but also leave a legacy for future generations. He has an in depth knowledge of how to use insurance products to provide liquidity for estate taxes, reimburse a company for the loss of a key person, create income for someone who has been disabled,  accumulate cash for retirement, and maximize the Internal Rate of Return (IRR) inside of an insurance contract through the use of leverage. He enjoys helping his clients sort through the complexities of the financial industry and shape the best solution to fit their specific needs.

Garrod has been part of the First Western team since 2009 where he started in the Professional Development Program. In this role, he gained experience in underwriting, lending, investment management, wealth planning, and insurance.Email Garrod at Garrod.Moltz@myfw.com

Getting to Know Garrod

What do you like most about your job?
What I like most about my job is creating a tailored approach to our clients financial planning and finding solutions they might not have thought of.  I also like learning about how our clients have become successful and the path that they took to get to where they are. 

What person, living or deceased, would you most like to meet?
I’d personally like to meet Stephen Hawking. 

What trait do you most value in your friends?
The trait that I value most in my friends is genuineness.  Simply mean what you say, say what you mean, and follow through on commitments.  Friendship should also be unconditional.  Everyone goes through hard times and struggles, but true friends are the ones that stick around through all of that.

Credentials

  • Bachelor of Science in Business Administration with an emphasis in Finance and Real Estate.  Minor in Leadership Studies from the University of Denver, Colorado
  • Colorado Life and Health Insurance License
  • Long-term Care Certification
  • PADI Divemaster Certification
  • NMLS ID 874540

Involvement

  • Young Professionals Board, Project C.U.R.E.
  • Volunteer, Junior Achievement