Linda Leitz

Why I established Integrity First Financial Planning: • To guide clients’ success in achieving financial and life goals • To deliver qualified advice for a cost-effective fee • To advance my clients’ best interest as a fiduciary • To provide peace of mind through education and compassionate counsel Who I am: • Built career based on integrity and professionalism • Democrat committed to progressive values of social and economic justice and grounded by faith • Passion for helping people grow financial resources for the betterment of their lives and the greater good • Volunteer Wings for Widows - financial counseling for newly widowed men and women Qualifications: • CFP® since 1998 and CPA 1985-2025 • Worked for two Registered Investment Advisors – 9 years • Responsible for $20 million portfolios growing to over $60 million in 17 years as CFO for USA Swimming • Successful track record growing portfolios for trusted family, friends, and colleagues

At Carriere Financial Planning, we specialize in providing clear financial guidance to small business owners and professionals with equity compensation. As a Fee-Only Fiduciary Firm, we prioritize your interests above all else, ensuring transparent, conflict-free advice that sets you on the path to success. Founded by Paul Carriere, our firm was born from the desire to break free from the conflicts of interest in the commission-based world. Our approach is straightforward – putting you in control. We're not just financial advisors; we're your partners in turning your goals into actionable strategies. With a commitment to comprehensive financial planning, we understand that success is more than just numbers. By understanding your unique aspirations, we tailor solutions that align with your vision for the future. No hidden agendas – just clear, honest advice. Carriere Financial Planning, where trust, transparency, and your financial dreams converge.

Christopher Poulos is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with clients’ individual financial goals. Leveraging resources from Merrill and Bank of America, he provides clients with access to investment insights, banking convenience, and lending solutions to help navigate changing market conditions. Christopher holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). He earned a bachelor's degree from Colorado State University - Pueblo. In addition to his advisory work, Christopher is actively involved in community service, dedicating time to volunteer with local organizations.

Joel Jeffson is Vice President, Wealth Planner at Fidelity Investments, where he works closely with clients to develop tailored financial plans that support their personal goals. He holds the Certified Financial Planner™ designation and emphasizes creating flexible and resilient strategies for his clients. Joel began his financial advising career after serving 25 years in the US Army as an Infantry and Military Intelligence Officer. His experience in both the military and financial services spans roles at Fidelity Investments since 2016 and previously at USAA from 2013 to 2016. He holds an Arkansas Insurance License. Joel is married and a father of two.

Christian Erickson is a Planning Consultant at Fidelity Investments, where he collaborates with clients in the Colorado Springs community to develop comprehensive financial plans aligned with their desired lifestyles. He began his role at Fidelity Investments in 2024. Prior to joining Fidelity, Christian gained experience in the financial services industry through positions at Goldman Sachs as a Client Services Representative from 2020 to 2024, and at T Rowe Price in Retail Investment Services in 2019. His professional background encompasses client services and investment support. Outside of his professional work, Christian enjoys camping, family activities, fitness, hiking, outdoor adventures, and reading.