1465 Kelly Johnson Boulevard
Owner, CFP®, CWS®, AIF®
Jennifer is a Certified Financial Planner™ and a Certified Wealth Strategist®(CWS) with a Masters of Accountancy. She is currently an Investment Adviser Representative and a Registered Representative of Cetera Advisors, LLC.
Cameron is an Investment Advisor Representative and a Registered Representative of Cetera Advisors, LLC with over 10 years of experience in the Financial Services industry. She received her Bachelor of Science in Finance and...
Registered Administrative Assistant
Geoff was born and raised in Massachusetts. He attended the University of Miami for a year to study Engineering before transferring to the University of Massachusetts to earn a BBA in Marketing. Upon graduation, he drove cross country...
As the Compliance Director and OSJ Delegate for Horizon Financial Group, Colby handles all supervision duties on behalf of Horizon Financial Group, interacting with Advisors and their staff as well as conferring and consulting with...
Marketing Coordinator, Registered Administrative Assistant
Bethany is a Registered Administrative Representative. She holds the Series 6 and 63 FINRA registrations. She graduated from Colorado State University- Pueblo in 2006 with a Bachelor of Science in mass communications and an emphasis in...
Regional Consultant for AssetMark Investment Services
Jeff provides business development support and practice management and investment consulting experience to financial advisors operating in Colorado and the Rocky Mountain region. Jeff has been with AssetMark for more than 15 years. He...
Senior Attorney, Advanced Planning Group
Juliet A. Hendrickson is a senior attorney in the Advanced Planning Group for Cetera Financial Group, a leading network of independent broker-dealer firms. The platform is the second largest independent financial advisor network in the...
Senior Vice President, Advanced Planning Group
As senior vice president of the Advanced Planning Group, Stan Smiley is responsible for the development and implementation of advanced planning strategies for Cetera Financial Group, a leading network of independent broker-dealer firms...