Salus Financial Advisors

Jacob Allen is a financial advisor at Salus Financial Advisors with Series 63 and Series 65 licenses and two years of industry experience. He previously worked at CorePath Wealth Partners and Charles Schwab & Co., Inc. before joining Salus Financial Advisors. Salus Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans, providing wealth management, financial planning, and discretionary portfolio management. The firm manages approximately $203 million for about 356 clients across five offices, emphasizing fiduciary-driven, customized portfolios with a long-term investment orientation.

Max Jelle is a financial advisor at Salus Financial Advisors in Colorado Springs, CO, holding a Series 65 designation with two years of industry experience. Prior to joining Salus Financial Advisors, he worked at Corepath Wealth Partners and served 11 years in the U.S. Air Force. He is also involved in insurance sales and servicing, dedicating approximately 10 percent of his time to this activity. Salus Financial Advisors is a registered investment adviser serving individuals, families, trusts, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolios and long-term investment strategies.

Colin Shepherd is a financial advisor at Salus Financial Advisors with 10 years of industry experience. He has held positions at Corepath Wealth Partners and North Star Resource Group prior to joining Salus Financial Advisors. He holds Series 63 and Series 65 licenses. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services with a focus on customized, fiduciary-driven portfolio construction and long-term investment strategies.

Richard Schultenover is a CFP® with 25 years of industry experience. He is currently with Salus Financial Advisors, where he has worked since 2024. His prior experience includes roles at CorePath Wealth Partners LLC and Securian Financial Services. He is also a licensed insurance agent involved in insurance sales and the implementation of insurance recommendations. Salus Financial Advisors is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, charitable organizations, businesses, and retirement plans. The firm provides wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services, emphasizing customized, fiduciary-driven portfolio construction with a long-term investment orientation.

Jesse Karich is a financial advisor at Salus Financial Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CorePath Insurance Services, CorePath Wealth Partners, North Star Consultants, CRI Securities, and Securian Financial Services. Salus Financial Advisors serves individuals, high-net-worth clients, families, trusts, estates, charitable organizations, businesses, and retirement plans, offering wealth management, financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm emphasizes customized, fiduciary-driven portfolio construction with a long-term investment orientation and utilizes a range of investment strategies including ETFs, individual equities, fixed income, options, structured products, and alternative investments.