Jeffery Townsend, CRPC®
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 father in-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®
Shawn is the President and Chief Compliance Officer of Townsend. He 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 outdoors enjoying nature at its finest. A place I visit often is my lake house at Lake McConaughy.
John Goltermann, CFA® CGMA®
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®
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@TownsendRetirement.com
I enjoy spending time with family, which is growing by the day. Between my husband and I, we have 6 grown children and 12 grandchildren (and counting). I am a native to Colorado and grew up in a large Italian family. So having large family gatherings is normal for me. I also enjoy summertime in Colorado as my husband, Mark and I will take our 5th wheel and head to the Mountains to enjoy the beauty and relaxation from the mountain air. After all this, I do still find time to work and passionately love helping each and every one of our clients. They are like family!
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 passionate about helping clients reach their goals. Mark is also 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. Between my wife, Terri, and I we have 6 grown children and 12 grandchildren (and counting). We are blessed to have a wonderful, blended family. My wife, and I also enjoy taking our 5th Wheel, in the summertime, to enjoy the beauty and relaxation that the Colorado mountains offer.
Drew Hanna, CRPC®
Drew has been a financial advisor with Townsend since 2014 and has over 20 years of experience within the financial industry. Drew is passionate about building and retaining relationships as he helps clients achieve their financial goals by listening and helping to develop a plan that is customized for the client. Drew is a chartered retirement planning counselor and is a member of our investment committee.
I was born and raised in Nebraska. I attended Doane University and was a member of the football and golf teams. My wife Anna and I have two sons, Austin and Connor who are active in a number of sports which keeps us busy. In my free time, I enjoy traveling, golfing, and hiking with our family which includes our golden retriever Chili.
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 holds various industry licenses including the Certified Financial Planner Professional™ designation and Chartered Retirement Planning Counselor™. Steve is a member of our investment committee. Steve@TownsendRetirement.com
I was born in Denver, but grew up in Nebraska where I graduated from University of Nebraska-Lincoln with a B.S. in biology. My greatest joy in life is spending time with my son Beckham and attending his numerous athletic events.. I enjoy basketball, running, golf, camping, skiing, hiking and enjoying all that Colorado has to offer.
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.
Drew Hayworth, CFA®
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. Drew.Hayworth@TownsendRetirement.com
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!
Sallie Diamond, JD
Sallie holds a Juris Doctor in Law and has practiced as an attorney in California and New York. Sallie is not licensed to practice law in Colorado nor is she registered with Securities America, Inc. Sallie’s role at Townsend is to review clients’ existing estate plans, if they have them, or to inform clients of plans they should consider putting in place for asset protection, probate avoidance and tax minimization. Sallie assists with the creation and development of clients’ plans by collaborating with the client’s attorney (or Townsend’s preferred estate planning attorney) to ensure their plan is successfully implemented. 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 have practiced law in New York and California. I moved to Colorado over fifteen years ago and I love the sunshine and beautiful mountains here. I have two adult children that I like spending time with. I enjoy attending cultural events, reading, Pilates and pickleball. I have a grey cat named Lily and a Corgi named Marzipan.
Tiffany Brown, CFP®, CRPC®
Tiffany’s primary role is to assist the advisors in developing and updating retirement plans for new and existing clients, answering client questions, investment research and placing trades. Tiffany has been in the banking and securities industry since 2002 and holds multiple industry designations, which include Certified Financial Planner™ and Chartered Retirement Planning Counselor™. Tiffany is a member of our investment committee. Tiffany@TownsendRetirement.com
I am from South Dakota and attended college in Nebraska. My career path brought me to Colorado where my husband Darryl, dog (Coco) and I call home. All of our family is out of state in Wyoming, South Dakota, Texas and East Coast in New York, Virginia and Georgia. I cherish time with family and friends, I love to travel to any beach and I enjoy watching NBA basketball! I attempt to garden in my spare time.
Jonathan Amick, CFP®
Jonathan’s primary role is to assist the advisors in developing and updating retirement plans for new and existing clients, answering client questions, investment research, and placing trades. Before joining Townsend, Jonathan had been running his own consulting business and primarily worked with dental and orthodontic practices. Jonathan has been in the finance industry since 2007 and holds multiple industry designations, which include Certified Financial Planner™. Jonathan is a member of our investment committee. Jonathan@TownsendRetirement.com
I grew up in Minnesota but left for the West a few years after college. I now call Colorado home, where I live in the Applewood neighborhood with my bride Emily and our children, Lily and Levi. I am an avid outdoorsman, so you can often find me taking advantage of Colorado’s beautiful landscape, hiking, camping, and snowshoeing. As a family, we enjoy exploring outside Colorado, from road trips through the western U.S. to international adventures.
Grace O’Mara, CFP®, CRPC®
Grace’s primary role is to assist the advisors in developing and updating retirement plans for new and existing clients, answering client questions, investment research and placing trades. Grace has worked in the financial services industry for over eight years and holds multiple industry designations, which include Certified Financial Planner™ and Chartered Retirement Planning Counselor™. Grace is a member of our investment committee. Grace@TownsendRetirement.com
Grace graduated from Bentley University in Waltham, Massachusetts. After living in Portland, Oregon for eight years, she recently relocated to Arvada. She enjoys gardening, golfing and spending time outdoors with her husband and dog. In her spare time, she loves trying new breweries and visiting friends and loved ones across the country.
A.J. Holmes, CFP®
A.J.’s primary role is to assist the advisors in developing and updating retirement plans for new and existing clients, answering client questions, investment research and placing trades. A.J. has been in the financial industry for over 15 years and holds multiple industry licenses in addition to the Certified Financial Planner™ Professional designation. A.J. is a member of our investment committee. A.J. Holmes is not affiliated with Securities America, Inc. AJ@TownsendRetirement.com
I was raised in Arizona and moved to Downtown Denver shortly after college to explore a new environment and take advantage of all the activities Colorado has to offer through the seasons. After spending several years in Denver, I met my wife Kelley and we moved to Arvada. We enjoy spending time in the Olde Town Arvada area with our identical twin girls Emery and Raegan and our dog Rui. When time allows, I enjoy playing basketball, snowboarding, and golf among many other activities.
Kaitlin Bell, CFP®
Kaitlin has spent her career working in many aspects of the finance industry, bringing with her a wide array of skills and experiences. Prior to being a Financial Planner, she was a stellar asset to our client services department handling asset transfers, new business, assisting clients in preparing retirement paperwork. Because of her core industry knowledge and vast experience within the company, Kaitlin excels at developing and updating retirement plans, assisting advisors and having conversations with clients. Katlin holds the Certified Financial Planner Professional™ and is a member of our investment committee. Kaitlin@TownsendRetirement.com
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 two boys (Brooks and Maverik), a yellow lab Odin and our great pyrenees pointer mix rescue, Loki. 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, knee boarding and camping – I love being at the lake and travelling with my family.
Renee brings several years of experience from the brokerage and tech industry. Her attention to detail makes the process of opening an account clear and straightforward for clients. She is responsible for asset transfers, processing new business, assisting clients in preparing retirement paperwork, and working with clients on any service related issues. Renee@TownsendRetirement.com
I was born and raised in Westminster, CO and haven’t moved very far. I enjoy spending my free time with my family and friends. I have a wonderful son and we enjoy going to the movies, eating at local restaurants, and walking our dog. I love the beach and vacationing in Hawaii, spending as much time there as possible. I’m always looking forward to my next trip.
With over a decade of experience in the financial industry, I bring a wide array of skills and experiences that help navigate the ever-changing world of finance. In my role, I most enjoy building trust, deepening relationships, and assisting clients achieve their personal and financial goals. Kimberly@TownsendRetirement.com
Born in the Central Valley of California and raised in Golden, Colorado, I naturally love all things related to the outdoors and that is full of adventure. In my free time, you can find me off the beaten path typically hiking, camping, boating, fishing, hunting, snowmobiling, cruising around UTVs, and/or relaxing at one of the many hot springs Colorado has to offer.
Mia's passion for helping others led her to pursue a career in financial services in 2014. With compassion and thoroughness, she helps Townsend clients. In addition to holding the Series 65 license, she is currently working towards achieving the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Mia@TownsendRetirement.com
In her spare time, Mia enjoys spending time with her family (and many pets), horseback riding, traveling the world, and as an animal lover, volunteering whenever she can.
Corinne’s primary role to empower the client relations team. Her responsibilities include supervising appointment books, helping facilitate client events and assisting where needed within other departments. Corinne is an exceptional addition to the client relations team, going above to serve Townsend clients. Corinne@TownsendRetirement.com
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.
Trish has worn many hats in the company, working as an administrative assistant and now as our client relations specialist. Her responsibilities include scheduling appointments, making confirmation calls, helping coordinate client events, and assisting in numerous other client related projects. Trish complements the Townsend team with her passion for providing great customer experience to our clients. Trish@TownsendRetirement.com
I was born and raised in Iowa, but have called Colorado home since 1991. I am married (Greg) and we have two (2) children. Our son Chase is a University of Colorado graduate, lives in New York and works for Nespresso and our daughter Camryn is a Colorado State University graduate and works for the Denver Broncos. As a family we enjoy spending time together at home, visiting family/friends and spoiling our pups: Tebow and Wilson (yes, we are die-hard Broncos fans). In my spare time I love to cook, take long walks, watch football or movies and sip wine with the girlfriends. My motto is: always find the bright side of life.
April is the first friendly person you meet when you visit our office. She is responsible for handling incoming calls, providing assistance to the office staff and handling all office inventory. April@TownsendRetirement.com
I was born in San Antonio, TX but moved to CO when I was a year old. I have called Thornton home for most of my time in CO. I married Charles in 2000 and we have two daughters. Our oldest is a freshman in college studying nursing. Our youngest daughter is starting middle school. I love the mountains and the beauty of Colorado. In my spare time, I love flipping furniture and I love to sing! If I could pick my dream job, it would be to sing! I have had the honor to sing the National Anthem for many sporting events, including the Mammoth, Denver Cutthroats and DU hockey games. My dream is to sing the National Anthem for a Bronco’s game! #GOBRONCOS For now, I sing on the weekends at my church on praise team which I love. I am so grateful to be at Townsend and I look forward to meeting you.
Linda joined the Townsend team in 2010 and recently relocated to Arizona as her husband landed a great career opportunity. Linda’s ability to build deep-rooted relationships with clients brought undeniable value to our firm; therefore, how could we say goodbye? We wanted Linda to continue sharing her genuine desire to connect and engage with clients – as a result, Linda is now responsible for contacting clients making sure that needs are being met and if additional assistance can be offered. Linda@TownsendRetirement.com
I am a Colorado native and grew up in Arvada; my husband, CJ and I also raised our 4 kids in Arvada. I started working for Townsend in 2010 in Client Relations. CJ’s job has moved us to Scottsdale, AZ where I work in a remote, part time role where my job is to call our clients and check in with them. We have 4 children, 3 of which are married and currently have 7 grandchildren with more to come. I love hiking, being outside, college football, hanging out at the pool, traveling but probably most happy just CJ & I being with our kids, their spouses and grandkids.
Christine’s primary responsibility is document control, including both paper and electronic files. She also provides our administration staff support by answering incoming calls and directing them to the correct person.
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.
Savanna has been in the events industry for the past decade. She spent the past two years planning statewide educator conferences and before that she spent time working at Regis University, where she is an alumna. She is excited that her work at Townsend will allow her to work more closely with those she is planning the events for. She can’t wait to get to know all the wonderful Townsend clients! Savanna@TownsendRetirement.com
Savanna is a Colorado native, having grown up right by Sloan’s Lake in Edgewater. She has a French Bulldog that she adores and when she isn’t spending time with him she is walking around a beautiful park in the city, trying new coffee shops or restaurants or attending a game to support any Denver sports team. She enjoys cooking and reading in her free time.
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 my family's golden retriever, Oakley, brought me back home and I have been in the Boulder area ever since. I loves 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 playing with my new puppy, Maple.
Nato’s primary duty is to protect our clients and the firm from inherent risks. These duties cover most facets of the firms daily operations including trade reviews, to ensure our clients received the best execution price, all the way to confirming every piece of correspondence has been properly documented. Nato spent nearly a decade overseeing a nationwide network of 500+ offices for Scottrade/TD Ameritrade.
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!
David’s role as Project Manager is to collaborate with the staff to identify and complete various operational and technology initiatives. Additionally, he is the in-house IT support specialist and has been involved in the securities industry since 2010. David@TownsendRetirement.com
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.