Aspen Wealth Strategies, LLC

Andy McClaflin is a financial advisor with Aspen Wealth Strategies, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked with firms including Raymond James Financial Services and Aspen Wealth Planning LLC. Outside of his advisory role, McClaflin is involved in business ownership as CEO of RAR Ltd. and Standard Equine LLC, which focuses on equine training and sales. Aspen Wealth Strategies is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a combination of fundamental research and proprietary quantitative algorithms to build diversified portfolios using mutual funds, ETFs, and alternative investments, with a notable emphasis on the use of derivatives in separately managed accounts.

Blake Wilson is a financial advisor at Aspen Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at the Federal Deposit Insurance Corporation. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million. The firm employs a long-term, fundamentals-driven investment approach that incorporates low-cost mutual funds and ETFs, individual securities, derivatives, and options to align with client objectives and market conditions.

Cade Hengel is a financial advisor at Aspen Wealth Strategies, LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services in various capacities from 2016 to 2020. Aspen Wealth Strategies is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The six-advisor team combines fundamental research with proprietary quantitative algorithms to build diversified portfolios using low-cost mutual funds, ETFs, individual securities, and alternative investments, employing both long-term and tactical strategies including derivatives and options.

Kellie Beiers is a financial advisor at Aspen Wealth Strategies, LLC with 12 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Chasefield Capital for seven years before joining Aspen Wealth Strategies. Aspen Wealth Strategies serves individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations, managing approximately $312 million across several hundred client relationships. The firm employs a primarily long-term, fundamentals-driven investment approach using low-cost mutual funds and ETFs, supplemented by quantitative models and proprietary algorithms, and offers a distinctive use of derivatives and options within client accounts.

Stephanie Mcelheny is a CFP® with 13 years of industry experience, currently serving as an advisor at Aspen Wealth Strategies, LLC. Her prior experience includes roles at Raymond James Financial Services and Hefren-Tillotson, Inc. She is also the manager and owner of Aspen Wealth Planning LLC, which provides financial planning services on both an AUM and hourly basis. Aspen Wealth Strategies is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The six-advisor team offers portfolio management, financial planning, and related wealth services, utilizing a combination of fundamental research and proprietary algorithms to build diversified portfolios that incorporate a range of investment types, including derivatives and alternative investments.

Amber Anderson is a financial advisor at Aspen Wealth Strategies, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at Raymond James Financial Services and Edward Jones. Outside of her advisory role, she is a partner in a window washing franchise where she contributes to bookkeeping. Aspen Wealth Strategies is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a combination of fundamental research and proprietary algorithms to build diversified portfolios using mutual funds, ETFs, individual securities, and derivatives, offering both discretionary and non-discretionary management.