Our Team

Our Team

Jeffery Townsend, CRPC®

Jeffery Townsend, CRPC®

President and Financial Advisor

Jeff@TownsendRetirement.com

Jeff is the president and founder of Townsend, 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 brings with him over thirty years of experience specializing in retirement planning and investment management. He has been a guest on 9NEWS, WB2 News, CBS4 and KMGH-7 News and is a contributor to Money Magazine. Jeff is a Chartered Retirement Planning Counselor™ and is a member of our investment committee.
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Shawn Kelly, CRPC®

Shawn Kelly, CRPC®

Vice President – Chief Operating and Financial Officer

Shawn@TownsendRetirement.com

Shawn is a member of the executive team and is in charge of the various departments here at Townsend. Additionally, he is the firm’s Chief Compliance Officer and has been actively involved in the securities industry since 1999. Shawn is a Chartered Retirement Planning Counselor™ and is a member of our investment committee.
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Terri Ashton, CRPC®

Terri Ashton, CRPC®

Financial Advisor

TerriA@TownsendRetirement.com

Terri is our most tenured financial advisor at Townsend next to Jeff, and is in charge of training new 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 guest on CBS4. Her expansive knowledge in the financial industry is a tremendous asset to our firm. Terri is a member of our investment committee.
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Mark Thomas, CRPC®

Mark Thomas, CRPC®

Financial Advisor

Mark@TownsendRetirement.com

Mark is a financial advisor who joined the financial industry in 1989. Mark has a wide range of knowledge and experience covering multiple decades. He brings unique expertise to the team, which aids him in offering comprehensive financial plans to both new and existing clients. Mark is a Chartered Retirement Planning Counselor™. Mark is a member of our investment committee.
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Drew Hanna, CRPC®

Drew Hanna, CRPC®

Financial Advisor

Drew@TownsendRetirement.com

Drew joined Townsend as a Financial Advisor after 12 years in the banking industry. His past experience provides him with a great depth of knowledge within the financial industry. Drew’s desire and ability to build and retain relationships make him a great addition to the firm. He is passionate about helping clients realize their retirement goals by listening and helping to develop a plan that is customized to their individual situation. Drew is a Chartered Retirement Planning Counselor™. Drew is a member of our investment committee.
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Steve Carlisle CRPC®

Steve Carlisle CRPC®

Financial Advisor

Steve@TownsendRetirement.com

Steve joined Townsend as a Financial Advisor bringing with him comprehensive financial planning experience from both large and independent companies. Steve also possesses 15+ years of leadership experience which afforded him the opportunity to coach and develop a diverse group of individuals to help them achieve their professional goals. His leadership and financial industry experience has enabled him to build lasting relationships and help clients reach their financial goals. Steve values the importance of relationships built on trust, respect and integrity and has a passion for helping clients achieve their retirement milestones. Steve is a Chartered Retirement Planning Counselor™. Steve is a member of our investment committee.
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Jeff Reid, CFP®

Jeff Reid, CFP®

Manager of Financial Planners

Jeffr@TownsendRetirement.com

Jeff is our Manager of Financial Planning and supervises the work of our Financial Planning Team. Jeff participates in the overall responsibilities of the Planning Team which consists of developing and updating retirement plans for new and existing clients, answering client questions, research and placing trades. Additional responsibilities include clerical, project based work, and team career development. Jeff has been working in the financial industry since 2002, and holds multiple FINRA licenses, including the Certified Financial Planner Professional™ designation and is a member of our investment committee.
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Deborah Macey, CFP®, AAMS®, CRPC®, CDFA™

Deborah Macey, CFP®, AAMS®, CRPC®, CDFA™

Financial Planner

Deborah@TownsendRetirement.com

Debbie is responsible for developing and updating retirement plans for new and existing clients, answering client questions, investment research and placing trades. She has been in the industry since 1985 and holds multiple industry designations, which include Certified Financial Planner Professional™, Certified Divorce Financial Analyst™, Chartered Retirement Planning Counselor™, and Accredited Asset Management Specialist®. Debbie is a member of our investment committee.
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Tiffany Brown, CFP®, CRPC®

Tiffany Brown, CFP®, CRPC®

Financial Planner

Tiffany@TownsendRetirement.com

Tiffany’s primary role is to assist the advisors in developing and updating retirement plans for new and existing clients, answering client questions, investment research and placing trades. Tiffany has been in the banking and securities industry since 2002 and holds multiple industry designations, which include Certified Financial Planner Professional™ and Chartered Retirement Planning Counselor™. Tiffany is a member of our investment committee.
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A.J. Holmes, CFP®

A.J. Holmes, CFP®

Financial Planner

aj@TownsendRetirement.com

A.J.’s primary role is to assist the advisors in developing and updating retirement plans for new and existing clients, answering client questions, investment research and placing trades. A.J. has been in the financial industry over 10 years and holds the Certified Financial Planner Professional™ designation. A.J. is a member of our investment committee.

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Christine McNutt

Christine McNutt

Financial Planner

ChristineM@TownsendRetirement.com

Christine’s role is to assist the financial planning team and financial advisors in updating retirement plans for new and existing clients, answer client questions, and provide additional research. Christine holds various industry licenses. Christine is a member of our investment committee.
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Jason Aubuchon

Jason Aubuchon

Client Service Specialist

Jason@TownsendRetirement.com

Jason comes to Townsend with several years of experience in this industry. He is responsible for asset transfers, processing new business, assisting clients in preparing retirement paperwork, and working with clients on any service related issues.
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Linda Addison

Linda Addison

Client Relations Specialist

linda@townsendretirement.com

Linda’s responsibilities include scheduling appointments, making confirmation calls, having regular contact with our clients and assisting in numerous other client-related activities.

Corinne Wytulka

Corinne Wytulka

Client Relations Specialist

Corinne@TownsendRetirement.com

Corinne’s responsibilities include scheduling appointments, making confirmation calls, having regular contact with our clients and assisting in numerous other client-related activities.

Annette Gomer

Annette Gomer

Administrative Assistant

annette@townsendretirement.com

Annette is the first friendly person you meet when you visit our office. She is responsible for handling incoming calls, providing assistance to the office staff and handling all office inventory.

Christine Kaneta

Christine Kaneta

Document Control Specialist

christine@townsendretirement.com

Christine’s primary responsibility is document control, including both paper and electronic files. She also provides our administration staff support by answering incoming calls and directing them to the correct person.

Madison Petersen

Madison Petersen

Marketing Coordinator

Madison@TownsendRetirement.com

Madison holds various public relations responsibilities. This includes managing public relations activities, coordinating corporate and client events, maintaining the company website, creating and revising all marketing material, and assisting with the quarterly newsletter.

Jessica Vega

Jessica Vega

Marketing Assistant

jessica@townsendretirement.com

Jess is responsible for coordinating and handling all arrangements for the Townsend social clubs. She schedules special fundraising events to help support our community in addition to building relationships with outside charitable organizations. Jess also assists in maintaining the company website.

Advisory services are offered through Townsend & Associates Inc., dba Townsend. Financial Advisors of Townsend are registered representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Townsend and Securities America, Inc. are not affiliated. Privacy Statement | © 2017 Townsend

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