Jeffery Townsend, CRPC®
CEO and Financial Advisor
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.
Shawn Kelly, CRPC®
President – Chief Operating and Financial Officer
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!
Terri Thomas, CRPC®
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.
Mark Thomas, CRPC®
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.
Drew Hanna, CRPC®
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.
Steve Carlisle, CRPC®
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.
Jeff Reid, CFP®
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.
Deborah Macey, CFP®, AAMS®, CRPC®
Tiffany Brown, CFP®, CRPC®
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.
A.J. Holmes, CFP®
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.
Christine White, CFP®
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.
Client Service Specialist
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.
Client Service Specialist
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.
I am a Colorado native and graduated from Metro State University of Denver with my Bachelors in Management. I enjoy spending a lot of time outside hiking, horseback riding, and spending long hours at the dog park with my “main man” Kolby! I enjoy going to new breweries with my friends as well as drinking wine while playing Yahtzee or Cards Against Humanity.
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.
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!
Client Relations Specialist
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.
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.
Document Control Specialist
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.