Find a Financial Professional
in Colorado

David Maas

Financial Planner

Financial Planning Group - West Bradford Road

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Jeremy Torgerson

CEO & Founder

nVest Advisors, LLC

I'm a fee-only, fully fiduciary investment manager and financial planner, proudly serving working families and small businesses in Colorado and Texas. Let's see if we're a good fit!

Lucas Casarez

Financial Advisor

Level Up Financial Planning, LLC

Lucas has always enjoyed crunching numbers and teaching others. Before discovering Financial Planning, Lucas worked at a local community bank in Illinois while he was attending college. There he learned about 401(k)s, and Employee Stock Purchase Plans, as well as, had a great inside look at peoples’ finances and how they navigated them differently. As he realized the complexity of peoples financial lives and how many people struggle to understand some of the tools available, he found Financial Planning as a profession. That led him to move to Colorado and attend Colorado State University for their Financial Planning program while working at First Tech Federal Credit Union, which allowed him to build upon his banking knowledge with a more comprehensive view of finances. Following graduation, Lucas worked for a top independent financial advisor in Northern Colorado where he served pre-retirees and retirees in building financial plans focussed on retirement. Wanting to make a greater impact on his clients’ financial lives, particularly helping folks earlier in their careers with education and guidance, Lucas started Level Up Financial Planning. Level Up Financial Planning specializes in helping tech professionals navigate their unique employer stock options and RSUs, tax planning, and gaining clarity on how their actions may impact their ability to reach all of their financial goals.

Justin Pritchard

Financial Advisor

Approach Financial

Money isn't the most important thing in life, but it can cause anxiety or offer flexibility. I help people plan for retirement and invest for the future while keeping the big picture in mind. For over 15 years, I've guided clients and retirement plan participants as they work toward financial independence. We take smart actions without overcomplicating things, and we adjust as life inevitably changes. I use straightforward investing concepts with low-cost funds and ETFs, and I continually study retirement planning best practices. Clients do not need to invest money with me, although they are welcome to do so. Flat-fee projects and one-time conversations are available.

Daniel Carnes

Financial Advisor

ElderAdo Financial

Daniel Carnes is an investment analyst and financial planner at ElderAdo Financial with industry experience on the advanced trading desk at Charles Schwab. He is enthusiastic about market trends and investment analysis. At Elderado Financial, he assists in selecting what investments best meet our clients’ needs. Daniel has a Bachelor’s of Science in Computer Information Technology from Southern New Hampshire University. He enjoys grilling, online gaming, listening to music, soccer, and spending time with his wife and son.

Jaimee Carnes

Financial Advisor

ElderAdo Financial

Jaimee Carnes is the Certified Financial Planner® at ElderAdo Financial who is passionate about helping clients have the best chance at investment success. As a fiduciary, she educates and guides clients so that their financial goals can become reality.Jaimee has a Bachelor’s of Science in Business Administration with an emphasis in management from Northern Arizona University. In addition, she has over 8 years of financial industry experience from her tenure in various supervisory roles at Vanguard Investments. She enjoys being active outdoors, baking, playing music, and spending time with her husband and son.

Brian Littlejohn CFPA®, CFA

Financial Advisor

Sherwood Wealth Management

I founded Sherwood in 2014 in order to provide clients with a different kind of investment advisory experience…one without stuffy suits & ties, sketchy product commissions, or pushy salespeople posing as financial experts. Instead, I focus on providing clients with clear, unbiased advice based on over 15 years of study and practice in the field of personal finance.Previously, I was an advisor at a multi-billion dollar wealth management firm in the San Francisco Bay Area. Prior to moving to the Bay Area, I spent several years working with clients at a boutique wealth management firm located a few minutes northwest of Denver. Before pursuing my passion for personal finance, I served as an officer in the United States Air Force.Today, I live in Woody Creek, Colorado with my wife and our two young boys. When I’m not advising clients, you can usually find me hiking or skiing through the aspen-filled forests that surround the picturesque Roaring Fork Valley.

Stefan Jackson

Financial Planner & Portfolio Manager

Jackson Wealth Management, LLC

My primary focus is helping my clients achieve a peace of mind knowing their money and wealth is being managed in a way that enables them to pursue what is most important to them without having to worry about their financial ability to attain, maintain, and protect that which they are seeking. My wife and I are both Colorado natives and have three young children. When we aren’t running around to sporting events we make we make every effort to enjoy all that Colorado has to offer, especially skiing.

Kevin Shuller

Cedar Peak Wealth Advisors

If you have young kids and or are about to start your family, you've come to the right place. With two small kids, I know how overwhelming it can be to try to do everything well. I've been investing since I was 13, so I can help you navigate the unnecessarily complex forest of personal finance. I have multiple professional credentials, a fancy-pants MBA, and a desire to help families live the life they want without worrying about finances. I live in Denver, CO with my wife, two young kids, and a dog.

Amy Hamasaki

Mountain Wealth Planning

In depth tax-mitigation strategies. Full insurance (life & property) analysis. Guidance on drafting estate planning documents. Optimize investments on a risk-adjusted basis. Detailed retirement projections. Thorough cash flow analysis. Full fee transparency: no broker-dealer affiliations; surrendered insurance & real estate licenses.

Doug Bonaquist is a Partner at Cerity Partners, where he helps prospective clients thoughtfully evaluate and select the services and financial counselors best suited to meet their needs. With more than 30 years of experience in the financial services industry, Doug brings a deep understanding of wea...

Prioritizing Your Most Valuable Asset: Time. Over the past 14 years, I've had the privilege of working alongside families at every stage of their financial journey, helping them navigate complex markets and manage their wealth with confidence. Through that experience, I've learned that true wealth ma... One thing I want my clients to know about me is... I believe you shouldn't have to hunt for your own support team. I act as the central connector between your investments, tax strategy, and estate planning, bringing the right professionals to the table so your entire financial life works in perfect sync.

Morey began his 28-year financial services career at Merrill Lynch in 1995. After ten years, he moved his practice to UBS Financial Services. In 2023, Morey joined the team at Legacy Wealth Management in Denver, Colorado, as Senior Vice President. He works with high-net-worth individuals and families, professional athletes, small business owners, and next generation executives. Morey takes pride in being involved in his clients' financial lives and helping them make important financial decisions. He understands that each client has unique financial goals and family dynamics, and he strives to find the best financial solutions to help protect clients' families and legacies. Morey's strong interpersonal and communication skills allow him to delve into various aspects of his clients' financial lives, including retirement and education planning, retirement income planning, estate planning strategies, and philanthropic goals. Morey finds great joy in witnessing plans that were put into place years ago come to fruition for the benefit of his clients and their families. Morey is a Certified Investment Management Analyst® (CIMA®). He is among a select group of professionals who have earned this internationally recognized credential. To earn his CIMA® certification, Morey completed an intensive educational program and final examination covering Modern Portfolio Theory, Asset Allocation, Manager Search and Selection, Investment Policy, and Performance Measurement. He also successfully completed an intensive investment management analysis curriculum for eligibility to sit for the exam. Morey attended Washington University in St. Louis, MO, and earned his bachelor's degree in finance from the University of Colorado. In his leisure time, he enjoys traveling, playing golf, and spending quality time with his family. He and his wife, Kara, reside in Colorado with their three children: Parker, Addison, and Raleigh.

Krista’s consultative approach began in New York where she started her multi-decade financial services career. By building relationships with her clients, Krista understands their unique financial needs and then leverages her analyst experience and planning approach to deliver comprehensive financia... I believe open and direct communication is foundational in the planning process.

In 2018, after graduating the U.S. Air Force Academy with an Economics degree, I began my professional career as a hospital administrator in the Air Force. As I was sitting in my apartment in Cheyenne, Wyoming after work every day, I quickly realized that this wasn't going to be a career for me. It ...