A & I Wealth Management

Peter Lengsfeld is a CFP® professional with 31 years of industry experience. He is currently with A & I Wealth Management and has previously worked at Presidential Brokerage, Inc. for over two decades. A & I Wealth Management offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, and retirement plan sponsors. The firm employs a variety of analytical methods and utilizes third-party managers and model portfolios as part of its investment approach.

David Stevens is a CFP® professional with 40 years of experience in the financial services industry. He is currently with A & I Wealth Management and has held prior roles at Geneos Wealth Management, Inc. and Irongate Financial Services. Stevens also serves as trustee and co-trustee for several family trusts. A & I Wealth Management provides investment management, financial planning, and retirement-plan consulting services to individuals, trusts, and retirement plan sponsors. The firm employs a combination of fundamental, technical, trend-following, and cyclical analysis to manage client portfolios, often utilizing third-party model portfolios and managers.

Julie Morgan is a financial advisor at A & I Wealth Management with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Geneos Wealth Management Inc. and Transamerica Financial Advisors. A & I Wealth Management offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, and retirement plan sponsors. The firm uses a combination of fundamental, technical, trend-following, and cyclical analysis, implementing client mandates primarily through third-party model portfolios and managers.

Judson Cass is a CFP® professional at A & I Wealth Management with 24 years of industry experience. His prior roles include positions at Northwestern Mutual Investment Management and TD Ameritrade. He also owns Judson Cass CFP LLC. A & I Wealth Management offers investment management, financial planning, and retirement-plan consulting to individuals, trusts, and retirement plan sponsors, using a combination of fundamental, technical, and cyclical analysis while implementing client mandates through third-party managers and model portfolios.

Quinn Marquez is a CFP® professional at A & I Wealth Management with three years of industry experience. Prior to joining the firm, Quinn worked at The University of Denver and San Ramon Valley Highschool. A & I Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, and retirement plan sponsors. The firm employs a variety of analytical approaches and commonly uses third-party model portfolios and managers to implement client mandates.

Karl Frank is a CFP® with 22 years of experience in the financial services industry. He is currently with A & I Wealth Management and has previously worked at Sunamerica Securities, Inc. He is also an author and a business owner involved in multiple ventures. A & I Wealth Management serves individuals, trusts, and retirement plan sponsors by providing investment management, financial planning, and retirement-plan consulting. The firm employs a variety of analytical approaches and utilizes third-party model portfolios and managers, with periodic rebalancing and ongoing reviews.

Cassidy Butler is a CFP® and holds a Series 66 license, currently affiliated with A & I Wealth Management in Lone Tree, CO. They have two years of industry experience and have held roles at both A & I Wealth Management and Geneos Wealth Management since 2022. Outside of financial advising, Cassidy serves as an education coordinator at Mission Hills Church. A & I Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, and retirement plan sponsors. The firm uses a range of analytical methods and third-party managers to implement client mandates, with services that include modular planning and business exit strategy advice.

Stacey Frank is a financial advisor with A & I Wealth Management in Lone Tree, Colorado, holding a Series 66 designation and 19 years of industry experience. She has been with A & I Wealth Management since 2023 and has worked at Geneos Wealth Management and A & I Financial Services LLC since 2005. Frank serves as a board member of Tall Tales Ranch. A & I Wealth Management offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, trusts, and retirement plan sponsors. The firm employs a variety of analytical approaches and uses third-party model portfolios and managers in implementing client strategies.

Marla Mason is a CFP® with 23 years of industry experience, currently serving as an advisor at A & I Wealth Management. Her prior experience includes roles at Presidential Brokerage Inc and Ameriprise, among others. She is also an independent contractor for various insurance carriers. A & I Wealth Management provides investment management, financial planning, and retirement-plan consulting to individuals, trusts, and plan sponsors. The firm uses a combination of fundamental, technical, trend-following, and cyclical analysis, often implementing client mandates through third-party model portfolios and managers.

Chad Harmon is a financial advisor at A & I Wealth Management with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including Equitable Advisors and Geneos Wealth Management. Outside of his advisory role, he is the owner of Harmon LLC and a member of Pufferfish LLC. A & I Wealth Management serves individuals, trusts, and retirement plan sponsors by providing investment management, financial planning, and retirement-plan consulting. The firm employs a combination of fundamental, technical, trend-following, and cyclical analysis, often implementing client mandates through third-party model portfolios and managers.