Our Team

Our Team

Jeffery Townsend, CRPC®

Jeffery Townsend, CRPC®

CEO and Financial Advisor

Jeff@TownsendRetirement.com

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 for the Best of Your Life, The Road to Retirement: Everything You Need to Know for a Successful Retirement and and his newest revisited version The Road to Retirement 2.0: Everything You Need to Know for a Successful Retirement. All of Jeff Townsend’s books can be found here. 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 and KMGH-7 News and is a contributor to Money Magazine. Jeff is a Chartered Retirement Planning Counselor™ and is a member of our investment committee.

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! 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.

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Shawn Kelly, CRPC®

Shawn Kelly, CRPC®

President – Chief Operating and Financial Officer

Shawn@TownsendRetirement.com

Shawn is president of Townsend and is in charge of the various departments here. 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.

I was born and raised in Alliance, Nebraska and attended Doane University on a football scholarship. I enjoy spending time with my wife and dogs. Outside of the office, I’ll spend a considerable amount of time in the outdoors enjoying a round of golf, hunting, hiking and fishing. I prefer to watch sports on the collegiate level over national leagues (Go Huskers!). 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!

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Terri Thomas, CRPC®

Terri Thomas, CRPC®

Financial Advisor

TerriA@TownsendRetirement.com

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.

I enjoy spending time with family! I have three grown children; a son and two daughters. My son and his wife blessed me with a beautiful granddaughter. 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.

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Mark Thomas, CRPC®

Mark Thomas, CRPC®

Financial Advisor

Mark@TownsendRetirement.com

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 CounselorTM and a member of our investment committee.

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.

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Drew Hanna, CRPC®

Drew Hanna, CRPC®

Financial Advisor

Drew@TownsendRetirement.com

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.

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.

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Steve Carlisle, CRPC®

Steve Carlisle, CRPC®

Financial Advisor

Steve@TownsendRetirement.com

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.

I was born in Denver, grew up in Nebraska and graduated from Univ. of Nebraska-Lincoln with a B.S. in biology. My fiancée, Meghan and I have a son Beckham and stepson Ian along with a border collie/ lab mix. I enjoy basketball, golf, camping, skiing, hiking and spending time with my family. My passion is really just enjoying life with friends and family, fitness/running (not so much since having Beckham), golfing and traveling.

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Rick Harrison, CFP®

Rick Harrison, CFP®

Financial Advisor

Rick@TownsendRetirement.com

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 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.

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.

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Sallie Diamond, JD

Sallie Diamond, JD

Estate Planning Specialist

Sallie@TownsendRetirement.com

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 passionate about educating clients on the importance of estate planning and helping them prepare for the distribution of their estate.

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.


Tiffany Brown, CFP®, CRPC®

Tiffany Brown, CFP®, CRPC®

Financial Planner | Manager

Tiffany@TownsendRetirement.com

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.

I am from South Dakota and attended college in Nebraska. My career path brought me to Colorado where my husband Daryl, dog and I call home. Most of my family is out of state in Wyoming, South Dakota, and my in-laws are East Coast in New York, Virginia and Georgia. I enjoy watching NBA basketball and NASCAR while drinking craft beer! I’ve enjoy gardening at home in my spare time.

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A.J. Holmes, CFP®

A.J. Holmes, CFP®

Financial Planner

AJ@TownsendRetirement.com

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 10 years, and holds the Certified Financial Planner Professional™ designation. A.J. is a member of our investment committee.

I was born in Kokomo, Indiana. Shortly after being born we moved to Brandon, England (UK) where I lived for five years or so before landing in Arizona, at Luke Air Force Base (father is retired Air Force). I sometimes miss the sound of F-16 fighter jets flying over our home. I graduated from Arizona State University with a degree in Global Business Management & Leadership. Before graduating from ASU I attended Northland College in Ashland, Wisconsin to pursue a basketball scholarship, and studied meteorology. I try to take advantage of all of the activities Colorado has to offer through the seasons. I enjoy snowboarding, golf and riding my motorcycle among the various activities. I also enjoy spending time with my wife and our dog exploring the various trails and hikes around Colorado.

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Christine White, CFP®

Christine White, CFP®

Financial Planner

ChristineW@TownsendRetirement.com

Christine’s primary role is to assist advisors in developing and updating retirement plans for new and existing clients, answer client questions, and provide additional research. Christine holds various industry licenses and holds the Certified Financial Planner Professional™ designation. Christine is a member of our investment committee.

Born and raised in Philadelphia, I try to get back to visit my friends and family as much as possible. After meeting my husband Reed on the East Coast, I decided to follow him back to Colorado where his family business resides. My favorite thing to do is cook, mostly Italian food but I’ll try any recipe, and I love entertaining Reed and his family/friends. We are very passionate about traveling the world, more so Reed but I’m enjoying each experience! India or Bhutan, Africa or in the Bali/Thailand area are all future bucket list destinations.

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Derek Cheshire, CFP®

Derek Cheshire, CFP®

Financial Planner

Derek@TownsendRetirement.com

Derek’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. Derek holds the Certified Financial Planner Professional™ designation and a M.B.A. in Financial Analysis. Derek is a member of our investment committee.

I was born and raised in Albuquerque, New Mexico. After completing my Finance degree at New Mexico State University in 2001 I moved up to Denver. While in Denver I completed my MBA with a specialization in Financial Analysis at the University of Colorado Denver graduating in 2011. More importantly I met my wife Jessica and we now have two little boys, Griffin and Russell. I love to spend time with my family and when I do find the time I love to cook, read and travel (I have backpacked across Europe, Mexico, Argentina and a parts of a few other South American countries.)

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Jonathan Amick, CFP®

Jonathan Amick, CFP®

Jonathan@TownsendRetirement.com

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.

I grew up in Minnesota but left a few years after college for the west. I now call Denver home, where I live in the Berkeley neighborhood with my bride and two dogs. I am an avid outdoorsman, so you can often find me taking advantage of Colorado’s beautiful landscape, hiking, camping, and snowshoeing. My wife and I also like to explore outside of Colorado, including everything from road trips through the western U.S. to international adventures.

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Jason Aubuchon

Jason Aubuchon

Client Service Specialist | Manager

Jason@TownsendRetirement.com

Jason comes to Townsend with several years of experience in this industry. He is responsible for asset transfers, processing new business, assisting clients in preparing retirement paperwork, and working with clients on any service related issues.

I completed my undergrad degree at Indiana University, and taught physical education for two years before leaving to serve in the U.S. Army. While in college I pole-vaulted, and after competing I began coaching! I enjoy backpacking and running with my dog as well as mountain biking whenever I get a chance. After my outdoor adventures are done for the day I like to rehydrate with a cold double IPA.
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Kaitlin Bell

Kaitlin Bell

Client Service Specialist

Kaitlin@TownsendRetirement.com

Kaitlin has spent her career working in many aspects of the finance industry, bringing with her a wide array of skills and experiences. She is responsible for asset transfers, processing new business, assisting clients in preparing retirement paperwork, and working with clients on any service related issues.

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 a yellow lab and a beta fish who seems to be living forever. 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, kneeboarding and camping – I love being at the lake. My favorite food is cheese – I love cheese! I don’t like beer or steak, which seems to be a real rarity.
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Renee Michel

Renee Michel

Client Service Specialist

Renee@TownsendRetirement.com

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.

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.

Nellie Townsend

Nellie Townsend

Operations Assistant

Nellie@TownsendRetirement.com

Nellie’s responsibilities include administrative and technical support for both the Financial Planning and Client Service Teams. Nellie joined Townsend as an Operations Assistant, bringing with her a background in banking with a concentration in mortgage lending.

I am a Colorado native and graduated from Metro State University of Denver with my Bachelors in Management. I enjoy spending a lot of time outside hiking, horseback riding, and spending long hours at the dog park with my “main man” Kolby! I enjoy going to new breweries with my friends as well as drinking wine while playing Yahtzee or Cards Against Humanity.

Connor Malaty

Connor Malaty

Operations Assistant

Connor@TownsendRetirement.com

Connor’s primary role is to assist the advisors and planners in developing and updating retirement plans for new and existing clients, answering client questions, and investment research. Connor holds a B.S in Business Administration with a concentration in Financial Planning and Corporate Finance. Connor is a member of our investment committee.

I was born and raised in Westminster, Colorado. I recently graduated from Colorado State University with a double concentration in Financial Planning and Corporate Finance. Some of my favorite hobbies include cooking, camping, fishing and working on my ’98 4Runner. Additionally, I have recently developed an interest in golf! In my free time, I like to spend quality time with friends and family, and visit some of the many breweries that Colorado has to offer.

Madison Petersen

Madison Petersen

Marketing Coordinator

Madison@TownsendRetirement.com

Madison holds various marketing and public relations responsibilities. This includes managing public relations activities, coordinating corporate and client events, maintaining the company website, creating all marketing material, social media and brand building.

Met my husband in high school – fast forward to today and we have a little guy running around pestering our goldendoodle. I love to chase curiosity. I live for a good chia latte. I make conversations blunt. I don’t admit to watching reality TV. I’m addicted to yoga, a good margarita in the summer, live music at Red Rocks and Nordstrom. My golf game is far from serious. I bleed the orange and blue and cherish attending every Broncos home game with my dad. Card aisles at the grocery store are my biggest weakness, as I love sending cards to people (long live the fun of snail mail)! My biggest passion is growing strong relationships; discovering that different values make this world a richer place.

Jessica Vega

Jessica Vega

Marketing Assistant

Jessica@TownsendRetirement.com

Jessica is responsible for coordinating and handling all arrangements for the Townsend social clubs. She schedules special fundraising events to help support the community in addition to building relationships with outside charitable organizations. Jessica also assists in the quarterly newsletter.

I married my husband at the age of 20. I have two kids, and most days I can be found out on a soccer field or at a dance performance cheering my daughter on, or bike riding on my beach cruiser through trails with my son. I am a night owl and function best on little sleep. I run for fun and take an occasional Zumba class. I like caramel apples and rarely turn down a dessert. I love Disney fairy tails and the magic behind them. I cherish traditions and enjoy making new ones. My husband is my best friend, and family is a big part of who I am. Life is good!

Sarah Gefen

Sarah Gefen

Client Relations Specialist

Sarah@TownsendRetirement.com

Sarah has a strong background in administration and customer service. Her responsibilities include scheduling appointments, making confirmation calls, helping coordinate client events, and assisting in numerous other client-related projects. When you talk to Sarah over the phone, you will hear her smile.

Originally from Bethesda, Maryland, I found my way out to Colorado in 2008 to attend CU Boulder and fell in love with Colorado. Outside of work I am learning how to play golf (even scoring a birdie on my first ever round!), have my black belt in tae kwon do, and love finding new places to go out to eat or socialize, considering myself an avid foodie. Always having loved sports, I have adopted Colorado’s teams, but am still very loyal to my D.C. teams. I also enjoy traveling and have been all around the world, most recently to China, Thailand, Hong Kong and Japan, and am always thinking about or planning my next trip! At home, my boyfriend and I have a cat named Thumper and hope to get another kitten or puppy in the near future.

Renee Hathaway

Renee Hathaway

Client Relations Specialist

ReneeH@TownsendRetirement.com

Renee has over twenty years in the Financial Services Industry, bringing with her a diverse professional background in retail banking and administration. Her responsibilities include scheduling appointments, making confirmation calls, helping coordinate client events, and assisting in numerous other client-related projects. Renee complements the Townsend team with her passion for providing great customer service to our clients.

I am a Colorado native who enjoys everything our beautiful state has to offer. I have 2 amazing chil­dren that keep me busy and active, we enjoy hiking, biking, and stand up paddle boarding. I am a big music lover and try to attend as many concerts as I can, especially if they are at Red Rocks. Pink, U2, Maroon 5, Journey and Florida Georgia line are my top 5. I am an animal lover, and currently have 4 dogs, 1 cat and a hamster, if it were up to my kids we’d have more.

Annette Gomer

Annette Gomer

Administrative Assistant

Annette@TownsendRetirement.com

Annette 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.

Born and raised in the Denver area, I graduated from Westminster High School, staying very close. I have two married daughters, one here in Colorado and the other in Texas with my two grandchildren. My faith in God and my church are a very big part of my life and who I am. I love being close to the mountains and getting away from town to explore. I’ve been a Broncos fan for many years; I had season tickets for a long time but now look forward to watching on TV. I also enjoy gardening (both flowers and veggies), sewing, crafting and cooking.

Christine Kaneta

Christine Kaneta

Document Control Specialist

Christine@TownsendRetirement.com

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.

Advisory services are offered through Townsend & Associates Inc., dba Townsend. Financial Advisors of Townsend are registered representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Townsend and Securities America, Inc. are not affiliated. Privacy Statement | © 2017 Townsend

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Contact
Townsend

Address

2761 West 120th Ave. | Westminster CO | 80234
Click Here to Find Us

Office Hours

Mon-Thu, 7:30 a.m. to 5:30 p.m.
Fri, 8:00 a.m. to 12:00 p.m.

Phone

303.452.5986

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