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
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 classES

PACE Center
November 14 or November 16
SIGN UP FOR THE CLASS
PARKER

Our latest podcasts and articles...

Subscribe to our newsletter

Get our latest articles, podcasts, class and event schedules and offers in your inbox once a month. Submit your name and email and we’ll take care of the rest. 

Privacy Policy | Form ADV – Pt. 2A | Order Routing | Business Continuity | First Clearing Annual Account Fees | Employee LoginCheck the background of this firm or this investment professional on FINRA’s BrokerCheck. Securities and investment advisory services offered by Forta Financial Group, Inc. | Member: FINRA/SIPC

The Presidential Newsletter

  • Latest Articles
  • Podcasts
  • Classes
  • Events
  • Offers

The Presidential newsletter delivers our latest articles, podcasts, offers, classes, and events straight to your inbox. Fill out the form to subscribe and we’ll do the rest!

Subscribe now

no thanks, i'm good