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David M
Series 66
Colorado Springs, CO
ATLAS Lifestyle Planning Group LLC
David Martin is a financial advisor with ATLAS Lifestyle Planning Group LLC in Colorado Springs, CO, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at R. F. Lafferty & Co., Xton Financial, Kingswood Capital Partners, and several other firms. He has been involved with Monahan-Roth, LLC for 20 years and Compliers Consulting Services since 2021. ATLAS Lifestyle Planning Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines discretionary portfolio management with non-discretionary advice, including retirement plan consulting under ERISA, and uses fundamental analysis and modern portfolio theory with at least quarterly account reviews.
Sean H
Series 63, Series 65
Scottsdale, AZ
ATLAS Lifestyle Planning Group LLC
Sean Holland is a financial advisor at ATLAS Lifestyle Planning Group LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, Merrill, Access Capital Group, and Emerson Equity LLC. Outside of advising, he has been involved with JMH Farm Consulting LLC since 2018. ATLAS Lifestyle Planning Group LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers a combination of discretionary portfolio management and non-discretionary advice and frequently provides pension consulting as a limited-scope ERISA 3(21) fiduciary.
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