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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. Prior to joining Sharkey Howes & Javer, she worked at Charles Schwab bank and Charles Schwab & Co., Inc. Nicole has held various roles outside of finance, including positions at Ascend Cannabis Co., Wag, and Nickel Restaurant. 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 and offers discretionary management across multiple asset classes, including ESG overlays and employer-focused 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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Scott B

Series 63, Series 65

Denver, CO

Sharkey Howes & Javer Inc

Scott Brookes is a financial advisor at Sharkey, Howes & Javer Inc. in Denver, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Sharkey, Howes & Javer since 2006. 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 including company retirement-plan education and administration.

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® professional with eight years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc in Denver, CO. His prior work includes roles at BOK Financial and its affiliates, as well as Dizzion Inc. 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 an internal Investment Committee and offers employer-focused retirement plan services alongside ongoing portfolio management.

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 with two years of industry experience, currently serving as an advisor at Sharkey Howes & Javer Inc. Prior to joining SHJ Wealth Advisors, she worked at Transform Wealth LLC and Woody Creek Management Company LLC. 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 developed by an internal committee and offers discretionary management across a range of investment vehicles, along with employer-focused retirement-plan services and client education programs.

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 66, Series 63

Denver, CO

Sharkey Howes & Javer Inc

Cory Hassenstab is a CFP® professional at Sharkey Howes & Javer Inc with five years of industry experience. He has worked at firms including Empower Retirement and Fidelity Investments prior to his current role. Sharkey Howes & Javer Inc is a fee-only fiduciary firm serving individuals, high-net-worth households, trustees, businesses, and retirement plans. The team of nine advisors manages over $1.1 billion using active asset-allocation strategies with a focus on fundamental and technical analysis, offering comprehensive financial planning and investment management services.

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