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Nicole B

CFP®, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Nicole Baranda is a CFP® with five years of industry experience, currently serving as a financial advisor at Sharkey Howes & Javer Inc. She previously worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., accumulating four and five years of experience respectively. Her background also includes roles outside finance, such as positions at Ascend Cannabis Co, Wag, Nickel Restaurant, and The Curtis Hotel. SHJ Wealth Advisors is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm manages over $1.1 billion across roughly 868 client relationships using active asset allocation and a variety of investment vehicles, while offering financial planning, portfolio management, and employer retirement-plan services.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
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Bryon G

CFP®, Series 63, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Bryon Geman is a CFP® with 13 years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc. He previously worked at Schwab Private Client Investment Advisory, Inc. for 10 years and has been affiliated with Charles Schwab & Co., Inc. for over a decade. Sharkey Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm employs an actively managed, asset-allocation approach supported by fundamental and technical analysis and offers employer-focused services alongside discretionary portfolio management.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
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Melissa M

CFP®

Denver, CO

Sharkey Howes & Javer Inc

Melissa Mc Gowan is a CFP® professional with 8 years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. She has been with the firm since 2011. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team manages over $1.1 billion across approximately 868 client relationships, employing active asset-allocation strategies and offering services including financial planning, portfolio management, and an online 401(k) platform.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
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Karlton C

CFP®, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Karlton Childress is a CFP® with 23 years of industry experience and has been with Sharkey, Howes & Javer Inc. since 2000. He is based in Denver, CO, and holds the Series 66 designation. Sharkey, Howes & Javer serves individuals, high-net-worth clients, trustees, businesses, and pension plans with fee-only investment management and comprehensive financial planning. The firm uses an actively managed, asset-allocation investment approach and offers employer-focused services alongside ongoing portfolio management.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
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Taylor J

CFP®, Series 63, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Taylor Jay is a CFP® professional with nine years of industry experience, currently serving at Sharkey Howes & Javer Inc. in Denver, CO. Prior to joining Sharkey Howes & Javer, Taylor worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. Sharkey Howes & Javer Inc. is a fee-only fiduciary firm with nine advisors managing over $1.1 billion for individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs an active asset-allocation strategy overseen by an internal Investment Committee and offers financial planning, portfolio management, and employer retirement-plan services, including an online 401(k) solution.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
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Bradley C

CFP®, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Bradley Conover is a CFP® with eight years of industry experience, currently serving as a financial advisor at Sharkey Howes & Javer Inc in Denver, CO. He previously worked at BOK Financial Securities, Inc. and Bokf, Na from 2016 to 2021. Sharkey Howes & Javer Inc is a fee-only fiduciary firm offering financial planning and investment management services to individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs an active asset-allocation strategy guided by an internal Investment Committee and manages over $1.1 billion across approximately 868 client relationships.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
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Sara K

CFP®

Denver, CO

Sharkey Howes & Javer Inc

Sara Kohr is a CFP® professional at Sharkey Howes & Javer Inc with three years of industry experience. She previously worked at Transform Wealth LLC and Woody Creek Management Company LLC. Based in Denver, CO, she is part of a team of nine advisors. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm employs active asset-allocation strategies through an internal Investment Committee and offers comprehensive financial planning, portfolio management, and employer retirement-plan services.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
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Lawrence H

CFP®, Series 63

Denver, CO

Sharkey Howes & Javer Inc

Lawrence Howes is a CFP® with 27 years of industry experience, currently serving at Sharkey, Howes & Javer Inc. in Denver, CO, where he has worked since 1990. He is part of a team of nine advisors at the firm. Sharkey, Howes & Javer provides fee-only investment management and comprehensive financial planning for individuals, high-net-worth clients, trustees, businesses, and pension plans. The firm employs an actively managed, asset-allocation investment approach supported by fundamental and technical analysis and offers employer-focused services including company retirement-plan administration and educational programs.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
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Cory H

CFP®, Series 63, Series 66

Denver, CO

Sharkey Howes & Javer Inc

Cory Hassenstab is a CFP® professional with five years of industry experience, currently with Sharkey Howes & Javer Inc. He has worked at multiple firms including Empower Retirement and Fidelity Investments. Sharkey Howes & Javer Inc. is a fee-only fiduciary financial planning and investment management firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The firm manages over $1.1 billion across around 868 client relationships, employing active asset-allocation strategies and offering services such as written financial plans, portfolio management, and an online 401(k) plan.

Retirement income strategy ESG / Sustainable investing Stock option exercise strategy Founder/Business Owner
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