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.

As empty nesters, my wife Cayle and I hope to discover more of America. We have two beautiful daughters, Nellie and Emma, who are starting their careers, and I now get to call myself a father-in-law to Jared! Our goldendoodles have captured our hearts and become part of our family! Outside of the office, I enjoy cruising the countryside on my Harley, hiking, golfing, skiing, snowshoeing and spending time outdoors.
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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.

I was born and raised in Alliance, Nebraska and attended Doane University on a football scholarship. I enjoy spending time with my wife and dogs. Outside of the office, I’ll spend a considerable amount of time in the outdoors enjoying a round of golf, hunting, hiking and fishing. I prefer to watch sports on the collegiate level over national leagues (Go Huskers!). A place I visit often is our home on Lake McConaughy, and when I have any free time you can find me doing home improvements or working on random projects!
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Terri Thomas, CRPC®

Terri Thomas, 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.

I enjoy spending time with family! I have three grown children; a son and two daughters. My son and his wife blessed me with a beautiful granddaughter. I am a native to Colorado, grew up in Northglenn, and graduated from Northglenn High School. Raised in a large Italian family – spaghetti and wine are two favorites. Immediate family gatherings usually consist of 30 people! In the summertime I look forward to spending time with my husband Mark, where we head to the mountains for camping, hiking and the beautiful outdoor scenery.
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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 CounselorTM and a member of our investment committee.

I’m a native to Colorado, so growing up here I have spent a great deal of my time enjoying the outdoors and everything our beautiful state offers. I enjoy hunting, fishing, camping, hiking, and just about anything else that gets me outdoors. I have three grown children and have been blessed with two grandsons, and enjoy as much time as I can with them. Recently married, I am looking forward to spending time with my wife, Terri, and looking forward to many happy years together.
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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™ and is a member of our investment committee.

A native of Nebraska but I’ve called Colorado home since 2004. I live in Westminster with my wife, two sons, and our boxer. In my free time, I enjoy traveling, hiking, golfing, and I’m an overall sports enthusiast.
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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™ and a member of our investment committee.

I was born in Denver, grew up in Nebraska and graduated from Univ. of Nebraska-Lincoln with a B.S. in biology. My fiancée, Meghan and I have a son Beckham and stepson Ian along with a border collie/ lab mix. I enjoy basketball, golf, camping, skiing, hiking and spending time with my family. My passion is really just enjoying life with friends and family, fitness/running (not so much since having Beckham), golfing and traveling.
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Jeff Reid, CFP®

Jeff Reid, CFP®

Operations Manager

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.

I am a Colorado native and went to Colorado College in Colorado Springs. I am married and a father of a son and two daughters! I enjoy spending time with my family and helping my kids with sports and activities. I love playing golf, basketball, and running. My favorite destination is Aruba because of its lack of humidity, constant breeze and beautiful beaches.
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Deborah Macey, CFP®, AAMS®, CRPC®

Deborah Macey, CFP®, AAMS®, CRPC®

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™, Chartered Retirement Planning Counselor™, Accredited Asset Management Specialist®, and is a member of our investment committee.I am a wife, mother of three and grandmother of nine! When I’m not spending time with the family either hiking, at the park or zoo, you can probably find me in my sewing room quilting. I am the Vice President of the Citizen’s Police Academy Alumni Association of Northglenn, and volunteer for the Northglenn Police Department. My husband and I enjoy traveling any chance we get!
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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™ and Chartered Retirement Planning Counselor™. Tiffany is a member of our investment committee.

I am from South Dakota and attended college in Nebraska. My career path brought me to Colorado where my husband Daryl, dog and I call home. Most of my family is out of state in Wyoming, South Dakota, and my in-laws are East Coast in New York, Virginia and Georgia. I enjoy watching NBA basketball and NASCAR while drinking craft beer! I’ve enjoy gardening at home in my spare time.
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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 for over 10 years, and holds the Certified Financial Planner Professional™ designation. A.J. is a member of our investment committee.

I was born in Kokomo, Indiana. Shortly after being born we moved to Brandon, England (UK) where I lived for five years or so before landing in Arizona, at Luke Air Force Base (father is retired Air Force). I sometimes miss the sound of F-16 fighter jets flying over our home. I graduated from Arizona State University with a degree in Global Business Management & Leadership. Before graduating from ASU I attended Northland College in Ashland, Wisconsin to pursue a basketball scholarship, and studied meteorology. I try to take advantage of all of the activities Colorado has to offer through the seasons. Enjoy snowboarding, golf and riding my motorcycle. I also like cruising around downtown Denver with my fiancée and dog while getting out and exploring the various trails and hikes around Colorado.
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Christine McNutt

Christine McNutt

Financial Planner

ChristineM@TownsendRetirement.com

Christine’s primary role is to assist advisors in developing and 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.

Born and raised in Philadelphia, I try to get back to visit my friends and family as much as possible. After meeting my husband Reed on the East Coast, I decided to follow him back to Colorado where his family business resides. My favorite thing to do is cook, mostly Italian food but I’ll try any recipe, and I love entertaining Reed and his family/friends. We are very passionate about traveling the world, more so Reed but I’m enjoying each experience! India or Bhutan, Africa or in the Bali/Thailand area are all future bucket list destinations.
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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.

I completed my undergrad degree at Indiana University, and taught physical education for two years before leaving to serve in the U.S. Army. While in college I pole-vaulted, and after competing I began coaching! I enjoy backpacking and running with my dog as well as mountain biking whenever I get a chance. After my outdoor adventures are done for the day I like to rehydrate with a cold double IPA.
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Kaitlin Bell

Kaitlin Bell

Client Service Specialist

Kaitlin@TownsendRetirement.com

Kaitlin has spent her career working in many aspects of the finance industry, bringing with her a wide array of skills and experiences. She is responsible for asset transfers, processing new business, assisting clients in preparing retirement paperwork, and working with clients on any service related issues.

I was born in Atlanta, Georgia and moved to Colorado at a young age. I enjoy spending time with my family, as we are very close. My husband, Chad and I have a yellow lab and a beta fish who seems to be living forever. I enjoy playing tennis, golf, racquetball and volleyball. My favorite to watch is definitely football – I like sports a lot! Outdoor activities that I enjoy are boating and all things that go with it: skiing, wakeboarding, tubing, kneeboarding and camping – I love being at the lake. My favorite food is cheese – I love cheese! I don’t like beer or steak, which seems to be a real rarity.
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Linda Addison

Linda Addison

Client Relations Specialist

Linda@TownsendRetirement.com

Linda’s responsibilities include scheduling appointments, making confirmation calls, helping coordinate client events, and assisting in numerous other client-related projects. Linda complements the Townsend team with her passion for assisting our clients.

My husband (CJ) and I have four beautiful children, Dalton, Carissa, Davis and Caylee – along with our two mini dachshunds. I love watching college sports; mostly football, baseball, swimming and basketball. My favorite teams are CU Buffs and Michigan, and of course the Fighting Camels of Campbell University – Caylee’s alma mater! I like being outside and active – taking walks, hiking or even just riding in the golf cart when CJ is golfing. Family is my passion, roughing it in cabins in Vernal Utah at the Green River and rafting down the Green River and boating on the Flaming Gorge Reservoir.

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.

Born and raised in the Denver area, I graduated from Westminster High School, staying very close. I have two married daughters, one here in Colorado and the other in Texas with my two grandchildren. My faith in God and my church are a very big part of my life and who I am. I love being close to the mountains and getting away from town to explore. I’ve been a Broncos fan for many years; I had season tickets for a long time but now look forward to watching on TV. I also enjoy gardening (both flowers and veggies), sewing, crafting and cooking.

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.

Nothing gives me greater joy and pride than motherhood; the ability to grow and learn more about myself and the world by raising and watching my child flourish into another amazing, independent strong spirit. It’s pure selflessness and love. I thoroughly enjoy the masochistic pain and the natural high associated with intense workouts, followed by debilitating soreness. Solitude is my best friend when I need to recharge. I might secretly hug trees and find their Zen-ness awesome – nature brings me happiness! Beer, wine, bourbon … yes, please.

Madison Petersen

Madison Petersen

Marketing Coordinator

Madison@TownsendRetirement.com

Madison holds various marketing and public relations responsibilities. This includes managing public relations activities, coordinating corporate and client events, maintaining the company website, creating all marketing material, social media and brand building.

Met my husband in high school – fast forward to today and we have a little guy running around pestering our goldendoodle. I love to chase curiosity. I live for a good chia latte. I make conversations blunt. I don’t admit to watching reality TV. I’m addicted to yoga, a good margarita in the summer, live music at Red Rocks and Nordstrom. My golf game is far from serious. I bleed the orange and blue and cherish attending every Broncos home game with my dad. Card aisles at the grocery store are my biggest weakness, as I love sending cards to people (long live the fun of snail mail)! My biggest passion is growing strong relationships; discovering that different values make this world a richer place.

Jessica Vega

Jessica Vega

Marketing Assistant

Jessica@TownsendRetirement.com

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

I married my husband at the age of 20. I have two kids, and most days I can be found out on a soccer field or at a dance performance cheering my daughter on, or bike riding on my beach cruiser through trails with my son. I am a night owl and function best on little sleep. I run for fun and take an occasional Zumba class. I like caramel apples and rarely turn down a dessert. I love Disney fairy tails and the magic behind them. I cherish traditions and enjoy making new ones. My husband is my best friend, and family is a big part of who I am. Life is good!

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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