Kelvin D Ellis

Erika Williams is the principal advisor at Sagegrove Investment Advisory Group, LLC in Colorado Springs, CO, holding Series 65 and Series 66 licenses with seven years of industry experience. Her prior work includes roles at RSF Social Finance and J.P. Morgan Securities, among others. She serves as an unpaid board member of the Aquillius Institute and as Senior Officer for Impact Investing at the Colorado Health Foundation, where she manages mission-related investments focused on health equity. Sagegrove Investment Advisory Group, LLC provides discretionary investment management and consulting services to high-net-worth individuals, charitable organizations, and corporations, emphasizing integrated estate, tax, and philanthropic strategies. The firm employs a stewardship-oriented investment philosophy focused on long-term portfolio construction with tax-aware management and values-based overlays.

Brian Kinney is a CFP® and Series 65-licensed advisor with nine years of industry experience. He is the sole advisor at Financial Life Journeys, an independent advisory practice based in Peyton, CO. Prior to founding his firm, he worked at First Ascent Financial and Alpers Financial Planning, Inc., and he currently serves as Director of Legacy and Asset Giving at Compassion International. Financial Life Journeys provides discretionary investment management and financial planning to individual and high-net-worth clients, focusing on passive portfolios constructed from low-cost index funds and ETFs. The firm emphasizes a values-based financial planning process and coordinates implementation for clients who choose managed accounts, with a notable focus on charitable and estate strategies informed by Mr. Kinney’s nonprofit work.

Albert Dipentino is a Series 65-credentialed advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, where he has worked since 2021. His prior experience includes roles at Stericycle, Deep Rock / Primo Water, and the Colorado Springs Police Department, among others. He is also involved in life and health insurance sales. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, offering portfolios managed by third-party Co-advisers. The firm emphasizes asset allocation through exchange-traded funds and model portfolios while maintaining a high client-to-advisor ratio.

Kris Mc Kinney is a financial advisor at Tara Nolan Advisory Services, Ltd with six years of industry experience. She holds a Series 65 designation and has been with Tara Nolan Advisory Services since 2015. Outside of advising, she is president of Donzer Enterprise, a company involved in publishing books, DVDs, and greeting cards. Tara Nolan Advisory Services, Ltd serves high-net-worth individuals, entrepreneurs, and business clients, with a focus on women and business owners. The firm provides financial consulting, planning, and money management by selecting and monitoring third-party money managers to meet clients’ multi-year investment objectives.

Kathleen Larouere is a financial advisor with Senior Tax Advisory Group, Inc. in Colorado Springs, CO, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Her career includes prior roles at VOYA Financial Advisors and Simplicity Wealth, LLC. She is also a licensed insurance agent involved in insurance account reviews as part of her professional activities. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party Co-adviser model portfolios focused on asset allocation through exchange-traded funds. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships with a high client-to-advisor ratio.

Justin Woodbury is a Series 65-licensed financial advisor with Senior Tax Advisory Group, Inc. in Littleton, CO, bringing over 15 years of industry experience including 14 years at Tucker Financial Group. He is also the principal and owner of FITFO Financial, an investment-related business in Colorado. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing a model portfolio approach through third-party co-advisers. The firm manages approximately $88.5 million in assets across more than 1,100 client relationships.