The Presidential Team

Tony Campen
Chief Executive Officer
Dan Lempe
Financial Advisor
Jason McBride
Senior Vice President
Marilyn Weaver
Vice President, PhD, CFP®
John Buckingham
Vice President
Bruce Larsen
Senior Financial Advisor, NSSA®
Greg WIlliams
Vice President
John Avery
Senior Wealth Manager
Lorne Levy
Senior Wealth Manager
Alexis Herman
Senior Financial Advisor
Taylor Leary
Wealth Advisor, CFP®
Kevne Sharpe
Senior Financial Advisor, CFP®, ChSNC®
Kelly L. Collins
Wealth Advisor

Loveland Office

Keith Weinman
Vice President
Robert Farmer
Senior Vice President, PhD
Laura Alsup
Executive Coordinator

Operations and Support

Brad Dowell
Chief Technology Officer, FINOP
Natalie Brush
Executive Coordinator
Judith Meyers
Senior Financial Support Specialist
Noreen Murphy
Senior Financial Support Specialist
Jennifer David
Advisor Assistant

UPCOMING FINANCIAL PLANNING WORKSHOPS and classes

Social Security & Medicare class

Parker Library
September 17 or September 21
SIGN UP FOR THE CLASS
PARKER

Social Security & Medicare classES

Quadrant Building
October 1, October 3, and October 5
SIGN UP FOR THE CLASS
DTC

Social Security & Medicare class

Apex Field House
October8 & October 12
SIGN UP FOR THE CLASS
ARVADA

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