Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Jeff Engelman, CFP® is an independent financial planner committed to helping his clients pursue long-term financial success. In September 2000, Jeff entered the investment industry by participating in a full time college internship program with Highland Financial Group, Inc. He graduated from the University of Nebraska at Kearney with a Bachelor of Science degree in Business Administration with an emphasis in Finance in May 2001. In addition to his education and experience, Mr. Engelman currently holds the CERTIFIED CERTIFIED FINANCIAL PLANNER™ designation.
Born and raised in Diller, Nebraska,...
Julie Fletcher McDaniel (CRD# 4673079) is an Investment Advisor Representative owner of IMPACTfolio, LLC in Denver, CO and has over 13 years of experience in the finance industry. Julie Fletcher McDaniel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice...
Craig Johlfs (CRD# 5267609) is an Investment Advisor Representative working at Waddell & Reed in Denver, CO.
Craig began his career at Waddell & Reed in early 2007. He identified with the firm’s approach to a client-centric and planning-driven approach to the client experience. He began with a genuine interest in adding value to every relationship, every step of the way. Craig accomplishes this by utilizing a ‘strategy first’ holistic approach with product-agnostic recommendations. Fostering long-term relationships with his clients is extremely important to Craig and his growing practice. He...
Scott moved to Denver in 2014 to open a firm with Desmond Dimond and Maia Wealth was founded.
Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all of our clients. Maia Wealth is among a small minority of advisors that are independent fiduciaries, and are entirely unbiased and conflict-free when giving investment advice. Search for your advisor on brokercheck.finra.org to see if they are currently affiliated with a broker-dealer or if they are a pure Investment Adviser.
Maia Wealth specializes...
Financial Advisor for engineers & other tech professionals in Colorado and surrounding areas.
Gabriel Motta (CRD# 6620742) is Founder and CEO of Inclinevest, a fiduciary financial planning and investment management firm in Golden, CO and has over 8 years of experience in the finance industry. Gabriel Motta has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility...
Elizabeth O'Donnell (CRD# 4503842) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Denver, CO and has over 17 years of experience in the finance industry.
OWM brings integrity and intelligence to bear in our development of strategies that serve the best interests of our clients. At every stage of the process and with every interaction, our goal is to meet our clients' needs. We make investment understandable and enjoyable so clients can make informed decisions about their money. We never focus on proprietary products - so we avoid any conflicts of interest....