The Presidential Team

Tony Campen
Chief Executive Officer
Bruce Larsen
Director of Enterprise Solutions
Dean Vernoia
Strategic Alliances
Dan Lempe
Financial Advisor
Jason McBride
Senior Vice President
Marilyn Weaver
Vice President, PhD, CFP®
John Buckingham
Vice President
Greg WIlliams
Vice President
John Avery
Senior Wealth Manager
Lorne Levy
Senior Wealth Manager
Alexis Herman
Senior Financial Advisor
Taylor Leary
Wealth Advisor, CFP®
Brandon Wann
Financial Advisor
Kevne Sharpe
Senior Financial Advisor, CFP®, ChSNC®

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

Social Security Class

Denver Tech Center
February 7th or February 9th

Tax Class

Denver Tech Center
February 9th

Special Needs Planning Class

Centennial & Littleton
February 19th or February 23rd

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