Founded in 1988
Jim Cosner founded Cosner Financial Group over 30 years ago, in Midland, Texas after serving in the United States Airforce. With a growing family, he was drawn to the evolving financial industry and the ability to help others plan their future through straight-forward financial advice.
While the roots of Cosner Financial Group are based in Texas, his experience in the mountain west as a University of Wyoming alumni drew him to expand to Colorado.
Ryan joins the Firm
Jim’s son Ryan, now the CEO of Cosner Financial Group, joined the firm in 2002, after earning his bachelor’s degree at Texas Tech University in Personal Financial Planning.
Ryan credits his passion for finance to his father Jim reading The Wall Street Journal stock quotes on the way to his childhood soccer games.
“We’ve intentionally grown Cosner Financial Group into a business that, we ourselves, would want to work with” – Ryan
In 2007, Cosner Financial Group expanded to Fort Collins. Our current Old Town office location was established in 2010. With the opening of a Colorado office, what started as a small operation based out of a mother-in-law unit in Midland, grew to into a business backed by multiple generations of the Cosner family.
Along with its expansion into Colorado, the firm also brought on Jeremy Newton in 2007. Jeremy, with his now 15 years of financial services industry experience, is the current manager of the Midland branch.
Our team has continued to grow throughout the years. In 2013, Danielle Ott joined Cosner Financial Group as an Administrative Assistant. In 2020, Jody Randall joined as a Senior Client Relations specialist and Operations Director, bringing with her 25 years of industry experience. Lastly, in 2021, Austin Gunsauls joined the firm as a Financial Advisor, bringing with him 3 years of industry experience following graduation from Colorado State University in 2018.
Our vision has allowed us to take on clients from every walk of life, from high net worth individuals, to mom-and-pop business owners and young adults just out of college. Our down to earth, education-based communication style means that no matter your goals, we can better prepare you for what lies ahead.
Through our dedication to helping all clients understand their financial goals and strategy – along with the help of the ever-friendly office dog, Sadie – we aim to make everyone feel welcome.
During our time off, all members of Cosner Financial Group appreciate the lifestyle and access to the outdoors afforded by Colorado and Texas. Outside of the office, you can find them fly fishing, exercising, hiking, skiing and golfing.