Your Team

We are always striving to meet and exceed the expectations of our clients. I hope you will feel confident contacting all members of my team with your questions, concerns or requests. They are dedicated to providing exceptional client service and will respond to your inquiry promptly.

Armen Sevag Khadiwala   CLU®

Wealth Management Advisor and Founder

Contact Me

Office 303-390-5769


Email

Read Bio

Shawn M Johnson

Chief Operations Officer

Office 303-784-3523


Email

Read Bio

Matthew C Sparks

Director of Advanced Financial Planning

Office 303-390-5758


Email

Read Bio

Michael L Thompson

Director of Investment Operations

Office 303-390-5772


Email

Read Bio

Christopher Nagle

Manager of Financial Planning

Mobile 303-784-3520


Email

Read Bio

Barb Larson

Director of Insurance Operations

Mobile 303-784-3520


Email

Read Bio

Jocelyn Delgado

Executive Assistant

Office 303-784-3520


Email

Read Bio