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

Office 303-390-5769


Email

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Shawn M Johnson

Chief Operations Officer

Office 303-784-3523


Email

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Matthew C Sparks , CLU®

Director of Advanced Financial Planning

Office 303-390-5758


Email

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Michael L Thompson

Director of Investment Operations

Office 303-390-5772


Email

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Christopher Nagle , CFP®

Manager of Financial Planning

Mobile 720-550-1930


Email

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Barb Larson

Director of Insurance

Office 303-902-8001


Email

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Jocelyn Delgado

Executive Assistant

Office 303-390-5774


Email

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Benjamin Wood , CFP®

Investment Operations Manager

Office 303-784-6231


Mobile 303-919-5553


Email

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