Beau Pollard

Sam began his wealth management career in 2000. He was previously a partner in a registered investment advisory firm in Denver, acting as its Director of Financial Planning, Chief Financial Officer, and OSJ. Sam completed his CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards in early 2006. He holds insurance licenses in the State of Colorado for life, accident, property, casualty, and health. He’s also a member of the Financial Planning Association (FPA) and very active in his local chapter. Sam’s been featured on the local Channel 9 news affiliate segment, Moneyline 9 and currently serves his community providing pro bono financial advice to families in distress. He has a unique ability to relate to his clients, help them feel comfortable with difficult topics, and offer advice to meet their individual and family needs. His exceptional talent to see the big picture helps direct specific pieces of the planning puzzle to meet the overall needs of each client. PERSONAL Sam graduated from the University of Phoenix with a major in Finance. He enjoys spending time with his seven children. They participate in many sports activities, and Sam coaches several of his kids’ basketball teams. Sam resides in Castle Rock, Colorado.

Hi, I’m Paul Staib, CFP®, MBA, RICP®, the founder of Staib Financial Planning, LLC. Staib Financial Planning, LLC provides comprehensive, tax-efficient retirement planning and investment management services on a FLAT FEE ONLY basis to help clients achieve their personal financial goals. Our financial advisors are independent fiduciary professionals that you can trust to offer unbiased advice in your best interest. Our offices are located throughout the south Denver metro area, enabling us to conveniently serve clients in Highlands Ranch, Littleton, Lone Tree, Aurora, Parker, Denver Tech Center, Centennial, Castle Pines, Ken Caryl and surrounding communities. We also work with US based clients virtually. My wife, Jill, and I have 3 children and 2 dogs and reside in Highlands Ranch. When not at work, I enjoy training for and competing in triathlons and Spartan races and enjoying the great outdoor activities Colorado offers. Whether you're a few years from retiring, transitioning into retirement, or already retired, I welcome the opportunity to help you navigate your way to a comfortable and secure retirement.

Derek Chandler is a Planning Consultant at Fidelity Investments, where he has been serving since 2024. Prior to this role, he worked as a Workplace Planning Consultant 1-3 at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Derek gained experience as a Senior Relationship Manager at Bank of America from 2017 to 2022. In his role as a Planning Consultant, Derek focuses on understanding his clients' financial plans and collaborating with them to co-create and implement strategies aimed at achieving their goals. He holds insurance licenses in Arkansas and California, supporting his ability to advise clients on insurance-related financial matters. Outside of his professional work, Derek enjoys a range of personal interests including family activities, football, social events with friends, spending time with pets, and traveling.

Natasha Brewton is a Financial Consultant at Fidelity Investments, a position she has held since 2022. She partners with individuals and families to create, implement, and monitor financial plans tailored to their unique goals, aiming to instill confidence in their financial futures. Her career at Fidelity Investments began in 2017 as a Financial Representative. She has held multiple roles within the company, including Investment Solutions Representative, Relationship Manager, and Investment Consultant, gaining diverse experience in financial planning and investment strategies. Outside of her professional work, Natasha enjoys family activities, horseback riding, outdoor adventures, reading, skiing, and traveling.