Tandem Financial, LLC

Michael Franklin is a financial advisor with Tandem Financial, LLC in Greenwood Village, Colorado, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2018 and previously spent 15 years at LPL Financial and 18 years at Dodds Wealth Management Group. In addition to his advisory role, Mr. Franklin is a licensed insurance agent and spends a portion of his time selling insurance products. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and retirement plans. The firm employs a diversified approach across various asset classes and uses fundamental, technical, charting, and cyclical analyses to guide portfolio management and offers both discretionary and non-discretionary services.

Ryan Erickson is a CFP® with 26 years of industry experience, currently serving as a financial advisor and co-founder at Tandem Financial, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Dodds Wealth Management Group, and LPL Financial. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and retirement plans. The firm employs a diverse investment approach, utilizing a range of instruments and analytical methods to manage and rebalance client portfolios.

Benjamin Warwick is a financial advisor at Tandem Financial, LLC with 30 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at several firms including Advisors Preferred LLC, Aveo Capital Partners, and Family Wealth Management, LLC. Warwick is also the CEO of Quantitative Equity Strategies, LLC, an investment-related firm he has led since 2002. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services, utilizing diversified asset allocation and a range of investment strategies, including alternative investments and less common instruments such as private equity and digital-asset-related products.

Lorie Jones is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently part of Tandem Financial, LLC, where she has worked since 2025. Prior to that, she held roles at Purshe Kaplan Sterling Investments, Fidelis Wealth Advisors, Northwest Asset Management, and Gwfs Equities. Outside of her advisory work, Jones hosts a podcast through her ownership of Fearless Female LLC, where she interviews individuals about their careers. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans, providing investment management and comprehensive financial planning. The firm uses diversified asset allocation, a combination of fundamental and technical analyses, and offers both discretionary and non-discretionary services, including a formal retirement-plan advisory practice and the use of alternative investment instruments.

Christopher Meyer is a financial advisor with Tandem Financial, LLC, holding a Series 65 designation and 10 years of industry experience. He previously worked at Innovest Portfolio Solutions and Meritor Capital, LLC before joining Tandem Financial. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management along with integrated financial planning. The firm employs diversified asset allocation and a range of investment strategies, including fundamental and technical analyses, and maintains a formal retirement-plan practice with ERISA advisory services.

Thomas Brown is a financial advisor at Tandem Financial, LLC with a Series 65 credential and one year of industry experience. His previous work includes roles outside of finance, such as positions at the YMCA of the Rockies and Go Kickball. Tandem Financial serves individuals, estates, trusts, foundations, businesses, and employer-sponsored retirement plans by providing discretionary and non-discretionary investment management alongside integrated financial planning. The firm employs diversified asset allocation strategies and offers a formal retirement-plan practice with both advisory and discretionary services.