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.

Lorie Jones is a CFP®-certified financial advisor with 10 years of industry experience, currently with Tandem Financial, LLC. She previously worked at Purshe Kaplan Sterling Investments and Fidelis Wealth Advisors. Outside of her advisory work, she hosts a career-focused podcast through her company, Fearless Female LLC. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and employer-sponsored retirement plans. The firm employs a diverse investment approach, utilizing fundamental, technical, charting, and cyclical analysis across various asset classes, and offers both discretionary and non-discretionary portfolio management along with financial planning and retirement-plan consulting.

Bradly Maddock Sr. is a CFP® with 27 years of industry experience, currently serving as an advisor at Tandem Financial, LLC since 2021. He has also been leading Maddock Financial LLC since 2002. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and employer-sponsored retirement plans. The firm employs a diverse asset allocation strategy across various instruments and uses fundamental, technical, charting, and cyclical analysis to manage portfolios, offering both discretionary and non-discretionary services.