Townsend

Mark Thomas is a financial advisor with Townsend in Westminster, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Townsend Retirement Specialists since 2010 and held roles at Securities America, Inc. and Osaic Wealth, Inc. He is also involved with Townsend and Associates, Inc., an RIA based in Westminster. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across 1,476 client relationships with a team of 11 advisors. The firm combines top-down macro analysis with bottom-up fundamental research to create diversified, client-specific portfolios using various asset classes and strategies.

Tyler Hentges is a financial advisor at Townsend with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wambolt & Associates, LLC, U.S. Bancorp Investments, and Charles Schwab & Co., Inc. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across about 1,476 client relationships with a team of 11 advisors. The firm combines top-down macro analysis with bottom-up fundamental research and employs diversified, client-specific asset allocation strategies.

Tiffany Brown is a CFP® professional with 23 years of experience in the financial industry. She has worked at Townsend & Associates, Inc. since 2009 and has held positions at Securities America, Inc. and Osaic Wealth, Inc. She is currently with Townsend in Westminster, CO. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across 1,476 client relationships with a team of 11 advisors. The firm combines macroeconomic analysis with fundamental research to create diversified, client-specific portfolios using a range of investment vehicles and offers financial planning, asset management, and educational resources.

Andrew Hanna is a financial advisor at Townsend with 11 years of industry experience. He holds a Series 66 designation and has worked at Townsend & Associates since 2015, in addition to roles at Securities America Inc., Osaic Wealth, Inc., and Private Client Services. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across about 1,476 client relationships with a team of 11 advisors. The firm combines top-down macro analysis with bottom-up fundamental research, emphasizing diversification and client-specific asset allocation through a range of investment vehicles and strategies.

Jeffery Townsend is a financial advisor at Townsend with 38 years of industry experience. He holds a Series 63 designation and has worked at firms including Securities America, Inc. and Osaic Wealth, Inc., as well as operating his own advisory businesses. Outside of advisory work, he serves as president of Townsend Capital, LLC, overseeing office building operations. Townsend serves individual investors, trusts, estates, and charitable organizations with a team of 11 advisors managing approximately $1.28 billion. The firm combines top-down macro analysis with bottom-up fundamental research to create diversified, client-specific portfolios using a range of investment vehicles and strategies.

Jonathan Amick is a CFP® with six years of industry experience, currently serving as a financial advisor at Townsend. His prior roles include positions at Osaic Wealth, Inc., Securities America, Inc., and Zions Bancorporation. Outside of advisory work, he owns Jonny Moneyseed, LLC, a handyman and rideshare services business. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across 1,476 client relationships. The firm combines top-down macro analysis with bottom-up fundamental research to create diversified, client-specific portfolios using a range of investment vehicles and strategies.

Richard Harrison is a CFP® with 16 years of industry experience, currently advising at Townsend in Westminster, CO. His career includes roles at Private Client Services, Osaic Wealth, Securities America, and TIAA-CREF. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across 1,476 client relationships. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, emphasizing diversification and client-specific asset allocation.

Antwann Holmes is a CFP® and holds a Series 66 license with 11 years of industry experience. He is currently with Townsend in Westminster, CO, where he has worked since 2016 in various capacities including Townsend Retirement Specialists and Private Client Services. His prior experience includes roles at Creative Planning, LLC and Personal Capital. Townsend serves individual investors, trusts, estates, and charitable organizations with a range of financial planning and asset management services. The firm combines macroeconomic analysis with fundamental research to construct diversified portfolios tailored to client-specific asset allocations.

Kaitlin Bell is a CFP®-certified financial advisor at Townsend with 15 years of industry experience. Her career includes roles at Charles Schwab & Co., Inc., Securities America, Inc., and OSAIC. She is also involved with Townsend Retirement Estate and Planning as an additional business activity. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across 1,476 client relationships with a team of 11 advisors. The firm employs a combination of top-down macro analysis and bottom-up fundamental research to build diversified, client-specific portfolios using a variety of investment vehicles and strategies.

Theresa Thomas is a financial advisor at Townsend with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Securities America, Inc. and Townsend Retirement Specialists. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across 1,476 client relationships. The firm combines top-down macro analysis with bottom-up fundamental research to construct diversified portfolios tailored to client-specific asset allocation.

David Francis is a financial advisor at Townsend with 13 years of industry experience. He holds a Series 66 designation and has worked at several firms, including The Leaders Group, Inc. and Securities America, Inc. He is also a commissioned Notary Public. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across 1,476 client relationships. The firm combines top-down macro analysis with bottom-up fundamental research to construct diversified portfolios tailored to client-specific asset allocation.

Drew Hayworth is a CFA® charterholder with 30 years of industry experience, currently serving as a senior investment analyst at Townsend. His career includes roles at firms such as Madison Street Partners and Gallacher Capital Management. He is also involved with Townsend & Associates, where he focuses on security selection, portfolio construction, and trading. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across about 1,476 client relationships. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, offering a range of financial planning and asset management services tailored to client-specific asset allocation.

Shawn Kelly is a financial advisor at Townsend with 24 years of industry experience. He holds the Series 66 designation and has worked with firms including Securities America, Inc. and Townsend Retirement Specialists. Outside of his advisory role, he is a general partner in a family lake house partnership. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across 1,476 client relationships. The firm combines top-down macro analysis with bottom-up fundamental research to construct diversified portfolios tailored to client-specific asset allocation.

John Goltermann is a CFA® charterholder with 29 years of industry experience and is currently an advisor at Townsend in Westminster, CO. He has worked at firms including Obermeyer Wood Investment Counsel, Highgate Securities Investments LLC, and Securities America, Inc. Goltermann is also involved with Townsend & Associates, an RIA. Townsend serves individual investors, trusts, estates, and charitable organizations, managing approximately $1.28 billion across 1,476 client relationships with a team of 11 advisors. The firm employs a combination of top-down macro analysis and bottom-up fundamental research, emphasizing diversification and client-specific asset allocation through various investment vehicles and strategies.

Steven Carlisle is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Townsend. His career includes roles at Northwestern Mutual, Securities America Inc, and Townsend & Associates, Inc. He also serves as co-trustee of the Janet L. Oldham Trust, which oversees a farm in Iowa. Townsend manages approximately $1.28 billion across 1,476 client relationships, serving individual investors, trusts, estates, and charitable organizations. The firm combines top-down macro analysis with bottom-up fundamental research to construct diversified portfolios tailored to client-specific asset allocation.