Jeffery E. Townsend, CRPC®
President
Jeff is the president and founder of Townsend Retirement Specialists, which was established in 1990. He is a well-known financial educator and the author of The Master Plan – Retirement for the Best of Your Life and The Road to Retirement – Everything You Need To Know for a Successful Retirement. Jeff has been working in the industry since 1986, specializing in retirement planning and investment management. He is a frequent guest on 9NEWS, WB2 News, CBS4 and KMGH-7 News. Jeff is a Chartered Retirement Planning Counselor™.
Shawn R. Kelly
Vice President – Chief Operating and Financial Officer
Shawn is a member of the executive team and is in charge of the various departments here at Townsend Retirement Specialists. Additionally, he is the firm’s Chief Compliance Officer and is the acting registered principal of the firm. Shawn has been actively involved in the securities industry since 1999.
Terri L. Ashton, CRPC®
Financial Advisor
Terri is our most tenured financial advisor at Townsend Retirement Specialists next to Jeff, and is in charge of managing the financial advisors. Terri is a Chartered Retirement Planning Counselor, who works with new and existing clients on all aspects of their retirement planning and investment management needs. Terri has been a frequent guest on CBS4. Her expansive knowledge in the financial industry is a tremendous asset to our firm.
Mark E. Thomas
Financial Advisor
Mark is a financial advisor who joined the financial industry in 1989. Mark has a wide range of knowledge and experience. Including being a trader for Charles Schwab. He brings unique experiences to the team which aids him in offering comprehensive financial plans to both new and existing clients.
Client Services, Research & Planning
Debbie A. Macey, CFP®, CRPC®, CDFA™
Research and Planning Specialist
Debbie is responsible for developing and updating retirement plans for new and existing clients, answering clients’ questions, investment research and placing trades. She has been in the industry since 1985 and holds multiple industry designations which include a Certified Financial Planner Professional,™ Certified Divorce Financial Analyst, and Chartered Retirement Planning Counselor.™ Debbie is a member of our investment committee.
Tiffany A. Brown, CRPC®
Research and Planning Specialist
Tiffany’s primary role is to assist the advisors in preparing retirement plans for new and existing clients, answering clients’ questions, investment research and placing trades. Tiffany has been in the banking and securities industry since 2002 and is a Chartered Retirement Planning Counselor.™ Tiffany is a member of our investment committee.
Erin A. Buis
Client Service Specialist
Erin is responsible for asset transfers, processing new business, assisting clients in preparing retirement paperwork, and working with clients on any service related issues. Along with these responsibilities, Erin also assists with compliance and supervision duties. Erin has been an asset to Townsend Retirement Specialists since 2004, while holding experience in the financial industry since 1995.
Nicole M. Kulinski
Client Service Specialist
Nicole is responsible for asset transfers, processing new business, assisting clients in preparing retirement paperwork, and working with clients on any service related issues.
Nellie C. Townsend
Client Service and Research Planning Associate
Nellie is responsible for assisting the Client Service department in various capacities, as well as working with clients on service related issues. In addition to assisting the Client Service department, Nellie maintains and updates our 401(k) Advantage® platform.
Communications & Administration
Terri L. Kelley
Client Relations Specialist
Terri’s responsibilities include scheduling appointments, making confirmation calls, coordinating client events, and assisting in numerous other client related projects. Terri has complemented the Townsend Retirement Specialists team since 2000 with her passion for assisting our clients.
Linda Addison
Client Relations Specialist
Linda is one of the friendly voices you hear when calling into the office. Her main responsibilities include scheduling appointments, making conformation calls and assisting in numerous other client related activities.
Annette Gomer
Administrative Assistant
Annette is the first friendly person you meet when you visit our office. She is responsible for handling incoming calls and providing assistance to the staff. Annette has been part of the team since 2006.
Cayle M. Townsend
Assistant Office Manager
Cayle helps out where needed, from Human Resources to shopping for office supplies.
Christine Kaneta
Document Control Specialist
Christine’s primary responsibility is document control, including both paper and electronic files. Christine is a strong resource for the company.
Public Relations
Madison P. Spellman
Public Relations Specialist
Madison holds various public relations responsibilities. This includes managing public relation activities, coordinating corporate/ client events, maintaining the company website, creating and revising all marketing material, and assisting with the quarterly newsletter.
Bud J. Whitman
Ambassador
Recently retired from Xcel, Bud acts as our ambassador to Xcel Energy. Bud’s primary responsibility is to promote our company philosophy as well as maintaining a line of communication to clients in order to improve services and help our firm grow.
Ed J. Meier
Ambassador
Currently contracted with Ball Aerospace & Technologies Corp., Ed acts as our ambassador to Ball Corp. Ed’s primary responsibility is to promote our company philosophy as well as maintaining a line of communication to Ball Corporation clients in order to improve services and help our firm grow.
The entire team at Townsend Retirement Specialists looks forward to cultivating professional relationships with you now and for many years to come.