Jeffery Townsend, CRPC®
CEO and Financial Advisor
Jeff is the CEO and founder of Townsend, which was established in 1990. He is a well-known financial educator and the author of The Master Plan: Retirement Strategies 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, KMGH-7 News, and has been a contributor to Money magazine. Jeff is a Chartered Retirement Planning Counselor™ and is a member of our investment committee. Jeff@TownsendRetirement.com
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 fatherin-law to Jared and grandpa to our first grandson Eli! 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
Shawn is the President of Townsend and is in charge of the various departments. 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. Shawn@TownsendRetirement.com
I was born and raised in Alliance, Nebraska and attended Doane University on a football scholarship. Outside of the office, I spend a considerable amount of time in the outdoors enjoying nature at its finest. 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!
John Goltermann, CFA® CGMA®
Senior Vice President and Chief Investment Officer
John has spent 31 years in investment management for high-net-worth and institutional clients. As a former senior vice president and partner of Aspen-based Obermeyer Wood, he was responsible for the firm’s global equity strategy and provided the firm’s equity portfolio management. John has also been a key person in building several investment management businesses. John has a background in accounting and finance having earned his MBA from Arizona State University, as well as the Chartered Financial Analyst (2000) and Certified Public Accountant (2002) credentials. John is the recipient of numerous academic and professional awards and has been a regular source of opinion for major financial news outlets including CNBC, Fox Business, Barron’s, The Wall Street Journal, Bloomberg and Grant’s Interest Rate Observer. John@TownsendRetirement.com
I was raised in the suburbs of Chicago and moved to Colorado after I graduated high school. I love the challenges of investment markets, but apart from work I enjoy outdoor activities, especially skiing, fishing, tennis and walking our dog Bridget. I also love staying home — cooking, reading, and playing board and card games with my three girls who are all growing too fast.
Terri Thomas, CRPC®
Senior Vice President and Financial Advisor
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. Terri@TownsendRetirement.com
I enjoy spending time with family! I have three grown children; a son and two daughters. 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®
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 Counselor™ and a member of our investment committee. Mark@TownsendRetirement.com
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®
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. Drew@TownsendRetirement.com
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, CFP®, CRPC®
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. Steve@TownsendRetirement.com
I was born in Denver, grew up in Nebraska and graduated from University of Nebraska-Lincoln with a B.S. in biology. My greatest joy in life is family and my son Beckham. I enjoy basketball, running, golf, camping, skiing, hiking and spending time with family and friends.
Rick Harrison, CFP®
Rick joined Townsend as a Financial Advisor after 10 years of working as an advisor for other firms. His past experience provides him with a great depth of financial planning knowledge. Rick works with clients to help them achieve their long term goals and bring into focus areas of financial planning they might not be thinking about. He prides himself in building long lasting relationships and working with multiple generations of families. Rick holds various industry licenses and the Certified Financial Planner Professional™ designation. Rick@TownsendRetirement.com
I graduated from the University of Idaho with a B.S. in Business Finance and Economics. Outside of work I love to spend time with my girls: my wife Jennie, daughters Ella and Ivy, and our three dogs Clara, Sophie and Mikkaa. When we are not at a dance activity for our daughters, we like to spend time outside barbequing with friends in the summer, or having family movie night in the winter. Jennie and I have lived in Idaho, California, and Arizona before moving to Colorado in 2014. I am always up for trying something new and have recently began bow hunting and playing ice hockey.
Megan is responsible for coordinating and handling all arrangements for the Townsend social clubs. She helps facilitate special fundraising events to help support our community in addition to building relationships with outside charitable organizations. Megan also assists in merchandise and client events. Megan@TownsendRetirement.com
I was born and raised in beautiful Colorado, but the ocean was calling my name. So, I headed off to Salve Regina University in Newport, RI for college. After four years of college, my family, friends,and our family golden retriever, Oakley, called me back home and I have been in the Boulder area ever since. I love to play a light game of golf, go boating with my family, and drink wine with my roommates and friends during the weekends. My side hobbies are going to flea markets and antique shops searching for the best hidden treasures to organize and decorate my home, as well as hoping to find time to read a good book.
Sallie Diamond, JD
Sallie possesses a Juris Doctor in Law and has practiced estate planning as an attorney in California and New York. She interprets estate planning documents, including Wills, Trusts,Life Insurance Trusts and Family Partnership Agreements. Sallie reviews clients’ existing estate documents and develops easy to understand summaries. Her responsibilities include working with clients to inform them of advanced estate planning strategies. Sallie then assists with the creation and development of clients’ plans by collaborating with the client’s attorney to ensure their plan is successfully implemented. Sallie is not registered with Securities America, Inc. Sallie is passionate about educating clients on the importance of estate planning and helping them prepare for the distribution of their estate. Sallie@TownsendRetirement.com
I was raised in Cincinnati, Ohio and attended law school at the University of Dayton. I’ve lived in Florida, New York and California. I moved to Colorado over ten years ago and I love the sunshine and beautiful mountains here. I have two young adult children and enjoy attending cultural events,shopping and cooking with them. I’m learning how to play golf and love being outdoors walking,hiking and riding my bike. I enjoy reading and have a mischievous grey cat named Lily! I like to vacation in warm, sunny places and love a good glass of chilled Sauvignon Blanc.
Drew Haywoth, CFA®
Senior Financial Analyst
Drew is a key person in Townsend’s investment process and trading function, performing securities analyses, manager due diligence and macro assessments. Prior to his position with Townsend, Drew served as the vice president and analyst of Highgate Securities Investments, and equity portfolio manager at Gallacher Capital Management, LLC. In 2004, he co-founded Madison Street Partners, LLC, in Denver, Colorado, serving as lead portfolio manager for the Madison Street Master Fund, SPC, a long/short equity strategy with a focus on the financial, consumer, technology and media sectors. Drew was awarded the Chartered Financial Analyst (2000) designation in September 2000.
I was born and raised in North Carolina. I attended Vanderbilt University in Nashville, Tennessee on a golf scholarship. In my free time, I enjoy playing golf with my son, fishing for big redfish in the low country of South Carolina and taking our two English Cream Golden Retrievers Max and Bentley for runs and hikes. My son and I are also avid baseball fans. Go Yankees!
Tiffany Brown, CFP®, CRPC®
Financial Planner | Manager
Jonathan Amick, CFP®
Andrew Wyckoff, CFP®
Kaitlin Bell, CFP®
Client Service Specialist | Manager
Client Service Specialist
My husband and I spend most of our spare time watching our two boys, Jace and Cade play baseball. I don’t mind it at all though, I love spending time with my family, both on and off the field. You could say my hobbies are my boys, I am proud to be actively involved in their lives. When I’m not at the baseball fields I enjoy going on walks and cooking, I particularly like making and eating Italian food … my favorite! I attended Arvada High School, and was a part of the last graduating class of the Redskins. I am happy to still call Arvada home.
Client Relations Specialist
Client Relations Specialist
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.
As a Colorado native who grew-up in Golden, I have an affinity for the outdoors. Due to my love of Colorado I attended the University of Denver and received a BSBA in Finance and Accounting. During my time at university I came to appreciate the city the same way I love nature. I spend my free time hiking and or taking the bicycle up Lookout Mountain. I can often be found enjoying a post ride craft beverage from one of Colorado’s world famous microbreweries on the weekend. Go Rockies!
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I’m a native Texan, lived in Florida as a toddler, grew up in New York, and have called Colorado home since 1997. I live in Reunion with my wife Andrea, son Aiden, daughter Ava, and our chihuahua-terrier Max. In my free time when I’m not on the course trying to play golf or laying down stripes on my lawn, you can find me with family and friends.