Englewood, CO Office

Jared Barkmeier is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mariner. He previously worked at HK Financial Services, Inc. for four years before joining Mariner in 2020. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm combines discretionary, customized portfolios with in-house research and third-party allocations, and provides integrated tax, accounting, and family office services alongside portfolio management.

Paula Degener is a CFP® professional with eight years of industry experience. She has worked at Mariner Wealth Advisors, LLC since 2018 and previously spent four years at Kummer Financial Strategies, Inc. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Chevie Walerowicz is a financial advisor at Mariner Wealth Advisors based in Englewood, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Mariner, Chevie worked in hospitality and retail roles, including positions at St. Julien Hotel & Spa and Lucky's Bakehouse & Cafe. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and CFO services uncommon at this scale.

Heather Janson is a Series 65-licensed financial advisor with Mariner, based in Englewood, CO, and has one year of industry experience. Prior to joining Mariner in 2025, she spent 12 years with Jenkins Wealth / Market Guard. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing customized portfolios overseen by an Investment Committee and supported by a portfolio management team.

David Martin is a CFP® professional at Mariner with 26 years of industry experience. His career includes roles at E*Trade Securities, E*TRADE Capital Management, and Charles Schwab prior to joining Mariner in 2018. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering customized investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm integrates in-house research with third-party managers to provide discretionary portfolios and maintains specialized tax and financial wellness capabilities uncommon at its enterprise scale.

Robert Lee is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior experience includes roles at Insight Planning & Investment LLC, Great Western Bank, Independent Bank, Guarantee Bank & Trust, and Wells Fargo Private Bank. He serves on the boards of Schoolday, Inc., an education technology company, and Verotouch, LLC, a construction and manufacturing technology firm. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers.

Eric Haberkorn is a Certified Financial Planner (CFP®) with 24 years of industry experience. He has worked at Mariner Wealth Advisors since 2018 and previously held positions at TIAA-CREF and Charles Schwab. Mariner Wealth Advisors serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, and retirement plan consulting. The firm employs customized, discretionary portfolios supported by an internal investment committee and offers integrated tax services and administrative family office capabilities uncommon for a firm of its size.

Jordan Rice is a CFP® professional with 10 years of industry experience. He is currently with Mariner Wealth Advisors, where he has worked since 2023. His prior roles include positions at Edgerock Wealth Management, Innovest Portfolio Solutions, and GWFS EQUITIES, Inc. / Empower Retirement. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a combination of in-house research and third-party managers to implement customized portfolios and provides integrated tax, accounting, and financial wellness solutions.

Kevne Sharpe is a CFP® professional with 37 years of industry experience, currently serving at Mariner Wealth Advisors since 2022. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, Presidential Brokerage, Northern Lights Distributors, Toews Corporation, and A & I Wealth Management. Mariner serves a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm combines in-house research with third-party managers to deliver customized, discretionary portfolios and maintains a notable integration of tax and accounting services alongside traditional portfolio management.

Daniel Lee is a CFP® professional with eight years of industry experience, currently serving as an advisor at Mariner Wealth. His prior roles include positions at Market Guard / Jenkins Wealth, Modern Millennial Wealth LLC, Schwab Private Client Investment Advisory, and Charles Schwab & Co., Inc. He also volunteers as a board member for the Colorado Financial Planning Association, focusing on career development and support for the next generation of financial planners. Mariner Wealth provides investment management, financial planning, retirement plan consulting, and coordinated tax and family office services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm combines in-house and third-party portfolio management with tax integration and operational solutions such as bill payment and financial wellness platforms.

Lorenzo Alfonso is a Series 65-licensed financial advisor at Mariner with two years of industry experience. He previously worked at Grant Private Wealth Management, Inc. for four years. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, alongside integrated tax and accounting services uncommon at its enterprise scale.

Edward Gerber Jr. is a financial advisor at Mariner with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Jenkins Wealth, Stephen A. Kohn & Associates, Royal Alliance Associates, and Transamerica Capital. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an Investment Committee and an internal management team, with a notable integration of tax and accounting services.