Lakewood, CO Office

Alexander Boyd is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at the University of Missouri Curators Office. In addition to his advisory role, he is involved as an agent with Agia, offering non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, managing roughly $29.2 billion and serving close to 300,000 clients through over 1,200 advisors.

Cassandra Anderson is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding CFP® and CFA® designations and Series 63 and 65 licenses. She has 23 years of industry experience, including 14 years at Valic Financial Advisors and a current role at Agia involving non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with discretionary portfolio management.

Jacob Phillippi is a Series 66-credentialed financial advisor with six years of industry experience. He currently works at Valic Financial Advisors and has prior experience with Agia, Cerner Corporation, and the University of Missouri. Outside of advisory services, he is involved as an agent offering non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and a range of overlay services on Envestnet’s platform.

Robert Gorski is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has been with Valic Financial Advisors since 2005 and has also worked with Agia since 2022 in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Evan Alexander is a financial advisor at Valic Financial Advisors with the Series 66 designation and one year of industry experience. Prior to joining Valic Financial Advisors, he worked at Enviz Capital for one year and spent ten years in education. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, and employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors and uses discretionary unified managed accounts with third-party model managers and optional overlay services.

Alexander Hansen is a Series 66-licensed financial advisor with Valic Financial Advisors in Lakewood, CO. He has one year of industry experience and previously worked in logistics and food service while completing his education at Colorado State University. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing unified managed accounts with a focus on technology-driven solutions.

Erik Jensen is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2003, with a two-year period at Forta Financial Group. Outside of financial advising, Jensen is a certified flight instructor, providing FAA-required flight reviews through his aviation business. Valic Financial Advisors is an SEC-registered adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, wrap programs, and uses a centralized platform with discretionary unified managed accounts supported by Envestnet and third-party model managers.

Gary Sloan is a financial advisor with Valic Financial Advisors in Lakewood, Colorado, holding Series 63 and Series 66 designations and 45 years of industry experience. He has been with Valic Financial Advisors since 2001, with a brief period of unemployment from 2020 to 2021, and also holds an agent position at Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, providing discretionary managed-account programs, financial planning, and brokerage services.

Cory Davern is a financial advisor with Valic Financial Advisors in Las Vegas, NV, holding Series 63 and Series 66 credentials and 28 years of industry experience. His career includes roles at Agia, AXA Distributors, LLC, and Presidential Brokerage, Inc. Outside of advisory work, he is an agent for non-securities insurance products at Agia. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Peter Dreifuss is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. His background includes roles at Agia and Valic Financial Advisors, as well as academic positions at Metropolitan State University of Denver and the University of Northern Iowa. He has also been involved with the Greater St. Louis Area Council of the Boy Scouts of America. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Jeffrey Bauer is a CFP® professional with 25 years of experience in the financial services industry. He has been with VALIC Financial Advisors since 2001 and also holds an agent position with Agia, where he is involved in non-securities insurance products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Kurt Beerline is a financial advisor with Valic Financial Advisors in Lakewood, Colorado. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Agia, Mass Mutual Life Insurance Company, Fidelity Investments, and Aflac. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning through a large network of advisors, utilizing unified managed accounts and a combination of technology and third-party model managers.

Aleksandr Segalchik is a financial advisor with Valic Financial Advisors, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 30 years of industry experience. He has served with Valic Financial Advisors since 2014. Outside of his advisory role, he works as a ski instructor and participates in a family-based home care program providing support to his mother-in-law. Valic Financial Advisors, Inc. primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm operates at scale with a strong emphasis on centralized technology and model-based solutions.

Matthew Michalak is a CFP® professional with five years of industry experience, currently affiliated with Valic Financial Advisors in Lakewood, CO. His prior roles include positions at NorthRock Partners LLC and JPMorgan Chase Bank. Outside of advisory work, he is an agent authorized to sell non-securities insurance products and also works as a delivery driver. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and impact overlay services.

Daniel Sier is a financial advisor with Valic Financial Advisors in Lakewood, CO, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Valic Financial Advisors since 2008 and also serves as an agent for Agia, offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models and operating at scale with over $26 billion in discretionary assets.