The Presidential Team

Tony Campen
Chief Executive Officer
Bruce Larsen
Director of Enterprise Solutions
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®
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

Women, Money, & Power

Hacienda Colorado, Englewood
June 4

Taxes in Retirement

Windsor Rec Center, Windsor
May 16 or May 21

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