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.