Mark Thomas is a financial advisor at Townsend with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Townsend Retirement Specialists since 2010. Prior to that, he was with Securities America, Inc. and OSAIC. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm offers a range of financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis with tailored advisory solutions.

Tyler Hentges is a financial advisor at Townsend with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wambolt & Associates, U.S. Bancorp Investments, Surefoot, Charles Schwab & Co., and FirstBank. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion through a team of 18 advisors, offering financial planning, asset management, retirement plan consultation, and related investment services.

Tiffany Brown is a CFP® professional at Townsend with 24 years of industry experience. She has been with Townsend & Associates, Inc. since 2009 and previously worked at Securities America, Inc. from 2008 to 2024. She holds the Series 66 designation and operates from Westminster, CO. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and services related to variable annuities, using a combination of top-down macro and bottom-up fundamental investment approaches.

Robin Carlin is a financial advisor at Townsend with a Series 65 designation and one year of industry experience. Prior to joining Townsend, Robin worked at Gallacher Capital Management and held roles in media and nonprofit organizations, including the Mississippi Wildlife Federation. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm provides tailored financial planning and asset management services, using a combination of top-down and bottom-up investment strategies across various asset classes.

Andrew Hanna is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 12 years of industry experience. His career includes roles at Securities America Inc., Townsend & Associates, OSAIC, and Private Client Services. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion using a combination of top-down macro and bottom-up fundamental analysis, offering tailored financial planning and asset management services.

Scott Conway is a CFP® credentialed advisor with 34 years of industry experience, currently with Townsend in Westminster, CO. His prior work includes roles at Farmers Insurance and PJ Robb/Crump Life Insurance Services. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages about $1.52 billion and offers financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

Jeffery Townsend is a financial advisor at Townsend with 38 years of industry experience and holds a Series 63 designation. His career includes roles at Securities America, Inc. and operating his own firm, Townsend and Associates, Inc., which he has been associated with for over 35 years. Outside of advising, he serves as president of Townsend Capital, LLC, managing day-to-day operations of an office building. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans through a team of 18 advisors. The firm manages approximately $1.52 billion, offering financial planning, asset management, and retirement plan consulting using a combination of top-down macro and bottom-up fundamental analysis with tailored advisory services.

Jonathan Amick is a CFP® with seven years of industry experience, currently serving as a financial advisor at Townsend in Westminster, CO. Prior to joining Townsend, he worked at Securities America, Inc. and operated Jonny Moneyseed, LLC, which provides handyman and rideshare services. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm offers tailored financial planning and asset management services, employing a mix of top-down macro and bottom-up fundamental analysis across various investment vehicles.

Richard Harrison is a CFP®-certified financial advisor with 16 years of industry experience. He is currently with Townsend, where he has worked since 2019, and has prior experience at TIAA-CREF and Securities America. Harrison is also involved with Townsend Retirement, a registered investment advisory firm. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion using a combination of top-down macro and bottom-up fundamental analysis, with investment approaches that include dividend-growth and capital-appreciation strategies.

Mark Bosley is a financial advisor at Townsend with Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Townsend and Private Client Services since 2025 and was previously employed at TIAA and TIAA-CREF from 2016 to 2025. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages about $1.52 billion for approximately 1,500 clients, offering tailored financial planning, asset management, retirement plan consultation, and services related to variable annuities using a combination of top-down and bottom-up investment approaches.

Kaitlin Bell is a CFP® professional with 15 years of industry experience currently serving at Townsend. Her career includes roles at Charles Schwab & Co., Inc., Securities America, Inc., and OSAIC. She is involved with Townsend Retirement Estate and Planning, an RIA based in Westminster, CO. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides customized financial planning, asset management, and retirement plan services using a combination of macro and fundamental analysis and offers educational seminars and quarterly newsletters for clients.

Theresa Thomas is a financial advisor with Townsend in Westminster, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with Townsend Retirement Specialists since 2007 and previously with Securities America, Inc. from 2001 to 2024. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and offers financial planning, asset management, retirement plan consulting, and investment services using a combination of top-down macro and bottom-up fundamental analysis.

David Francis is a financial advisor at Townsend with 14 years of industry experience and holds a Series 66 designation. His prior work includes positions at The Leaders Group, Inc., Securities America, Inc., OSAIC, and Private Client Services. He is also a licensed notary public. Townsend is an SEC-registered advisory firm that serves individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion for around 1,500 clients, offering services including financial planning, asset management, and retirement plan consultation, employing a combination of top-down macro and bottom-up fundamental investment analysis.

Drew Hayworth is a CFA® charterholder with 31 years of industry experience. He is currently with Townsend in Westminster, CO, and has held positions at firms including Madison Street Partners and Highgate Securities Investments. He also serves as a senior investment analyst for Townsend & Associates, focusing on security selection, portfolio construction, and trading. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion and provides tailored financial planning and asset management using a combination of macro and fundamental analysis across various investment vehicles.

Shawn Kelly is a financial advisor with Townsend in Westminster, CO, holding a Series 66 designation and 25 years of industry experience. He has worked with Townsend Retirement Specialists since 2008 and has experience at Securities America, Inc. and OSAIC. Outside of his advisory role, he is a general partner in a family-owned limited partnership that owns a lake house. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants through a team of 18 advisors. The firm manages approximately $1.52 billion across about 1,500 clients, offering tailored financial planning, discretionary and non-discretionary asset management, and retirement plan consultation. Their investment process employs a combination of macro and fundamental analysis, with strategies including dividend growth, capital appreciation, covered-call writing, and tactical cash positioning.

John Goltermann is a CFA® charterholder with 29 years of industry experience. He currently works at Townsend, a team of 18 advisors, and has held positions at Obermeyer Wood Investment Counsel, Highgate Securities Investments LLC, and Securities America, Inc. He is based in Westminster, CO. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm manages approximately $1.52 billion across 1,500 clients, offering tailored financial planning and asset management with a range of investment approaches including dividend-growth and capital-appreciation strategies.

Steven Carlisle is a CFP® professional with 11 years of experience in financial advising. He is currently with Townsend and has previously worked at Private Client Services, OSAIC, Townsend & Associates, Inc., and Securities America Inc. Carlisle serves as a co-trustee of the Janet L. Oldham Trust, which oversees a farm in Iowa. Townsend is an SEC-registered advisory firm with a team of 18 advisors managing approximately $1.52 billion for about 1,500 clients. The firm provides financial planning, discretionary and non-discretionary asset management, retirement plan consultation, and variable annuity services, utilizing a combination of top-down macro and bottom-up fundamental analysis tailored to individual client needs.

Greg Graham is a CFP® and ChFC® with 26 years of industry experience. He currently works at Townsend in Westminster, CO, where he has been since 2026. Prior to Townsend, he spent 15 years at Tiaa and TIAA-CREF. Townsend is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement-plan participants. The firm employs a team of 18 advisors managing approximately $1.52 billion, offering tailored financial planning and asset management using a combination of top-down macro and bottom-up fundamental analysis.