Fourth Annual Forum

September 24, 2020


Click on a link below to go directly to a Partner's "booth" to find some first-rate resources. informative videos, and "who do you know" contacts.


Diamond Partners


Platinum Partners


Gold Partners


Silver Partners

 A Huge Thank YOU to our Partners,
who support our members, offer amazing expertise in their fields, and
make our programming and other member services possible

Diamond Partner

Key Contact:
Mike Rosser
720-212-2068 |


Diamond Partner

 $100 gift for Colorado newborns

The Colorado legislature passed a bill in the 2019 session giving every child born or adopted in Colorado a $100 contribution to their CollegeInvest 529 college savings account, starting January 1, 2020 and called First Step. For all the details and online applications click here:


Brennan Hannon | 303-376-8844 | website
Click here to schedule a meeting or CE course


Diamond Partner

Dan Almuti, CIMA®
Vice President – Senior Advisor Consultant
Mobile 303-898-3404 | website
Click here to schedule a brief call
Visit Franklin Templeton's 2020 Volatility Center


Diamond Partner

Please contact me to see how a reverse mortgage can be integrated into MoneyGuidePro, e-Money or any other financial planning software.

Christian Mills,
HECM Loan Specialist, NMLS #1608842

720-984-6622 | website | Upcoming Webinars



Platinum Partner

Ryan McGee

303-668-8598 | website


Platinum Partner


Shelley Thompson
303-796-2626 | website

Shelley Thompson handles Wills, Trusts, and Estate matters,
as well as corporate matters and probate litigations, and can add value to your client relationships.


Platinum Partner

Christine Jensen has spent 27 years specializing in mortgage lending. She is a CRMP, a CMPS, a CSA, and a Producing Branch Manager for Fairway. She loves working with the 62 plus age group and helping them select the best financing options for themselves as well as for their families.

Given the misconceptions about reverse mortgages, Christine educates clients and industry professionals alike about the new guidelines and their improved safety features. Her purpose in utilizing reverse mortgages is to expand options for her clients as they approach their retirement years, and to help them increase their wealth by incorporating all assets at their disposal.

Christine Jensen
, Branch Manager, NMLS #244648
Direct 303-456-4403 | Mobile 720-232-0828 | website


Platinum Partner

James Tavares
704-562-0255 | website 


Platinum Partner

Jan Jordan
303-993-7658 | 970-646-8908 | website 

Your local reverse mortgage expert, serving the Front Range

Platinum Partner

TD Ameritrade Institutional empowers more than 7,000 independent registered investment advisors to transform the lives of their clients. We provide powerful technology and resources that help simplify running a business and let advisors do what matters most -- spend time serving their clients. Through meaningful innovation, steadfast advocacy and unwavering service, we support RIAs as they build businesses that positively impact their clients and communities. To learn about how we can do the same for you and your clients, visit us at Find digital collatoral here:

TD Ameritrade Institutional is a division of TD Ameritrade, Inc., member of the FINRA/SIPC, a brokerage subsidiary of TD Ameritrade Holding Corporation. 

What is happening...
Schwab has made the decision to adopt TD Ameritrade's thinkorswim®, thinkpipes® & iRebal® platforms and associated tools to be part of our collective, go-forward offering for all clients when the two companies are combined. For iRebal, this decision includes both the integrated with Veo and the standalone version. SEE press release. 

  • This is good news for our clients and we're happy you will be able to continue using these powerful, intuitive technology platforms to run and grow your business.

  • We believe these platforms, combined with the experience and capabilities of both firms, will create an
    even more compelling offering for Advisors when integration is complete. And, we look forward to
    introducing thinkpipes and iRebal to more advisors.

  • As we and Schwab work together on integration plans, our goal is to combine the strengths of our firms
    to benefit you. Our intent is to build a unified, world-class trading experience for all of our clients.

Amanda Stankiewicz
Erik Blankmeyer
Main 800-934-6124 | Direct 704-562-0255 | website



Platinum Partner  


Magnifi, a TIFIN Group company, is the world's first natural language investment marketplace. It helps financial professionals, advisors, and everyday investors find, compare and act on investment options. Magnifi's plain english search results provide insight and simplify investment selection across ETFs, Mutual Funds, SMAs, and Model Portfolios. Try it today.

For Colorado FPA Members, request a 30 min demo of Magnifi and receive access to 30 days of Magnifi Premium (a $500 value). Magnifi Premium includes advanced features that allow for the easy construction of client accounts,Reg BI documentation for fund recommendations, quick portfolio enhancements, and the ability to gather insight across an entire book of business in seconds.

CTA - Schedule here:

Magnifi - Discover a world of investing from Magnifi on Vimeo.

Michael Winnick


Gold Partner 

Douglas Draper
303-378-0092 | website


Gold Partner 

 At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you. With 30 years of experience serving independent advisors, we understand what it takes to help you meet your business goals. That's how we deliver the level of support you need to take control of your destiny—and create the firm you want.




Brian McGinty
Work:  720-418-2572
Mobile:  303-974-0813

Todd McMullen
Work:  720-766-6396

Set up an appointment or to ask questions –


Gold Partner 

The mission of The Denver Foundation is to inspire people and mobilize resources to strengthen our community. Since 1925, The Denver Foundation has helped generous people like you to be catalysts for good by building charitable legacies.

The Denver Foundation:

- Invests funds received from donors and distributes those investment earnings to nonprofit organizations through grants to nonprofits.

- Manages and administers personalized funds for individuals, families, businesses, and other organizations that have specific charitable objectives

- Works with community and philanthropic leaders to address the core challenges that face Metro Denver.

Ben Perry
303-885-7202 | website


Click here to learn about what we fund


Gold Partner 

DPL Financial Partners is the leading turnkey insurance management platform for RIAs, providing a marketplace of low-cost, Commission-Free products from some of the nation's top carriers. With DPL, advisors are able to more holistically serve their clients with improved pricing and fiduciary implementation of insurance and annuities, ultimately delivering greater benefit to the financial plan and improved retirement outcomes.  

PDF Downloads

- DPL Overview:
- How DPL works with Breakaways:
- Repurposing Existing Annuities Overview:

Helpful Links

- Schedule a 15 Meeting with DPL:
- Watch DPL Webinar Recordings: 


Ross McGoodwin
RIA Consultant, Membership

Nicole Benz
RIA Consultant, Product Engineer



Gold Partner



Guggenheim is a $240b global asset manager with a history of expertise in active fixed income management. Guggenheim's legacy in asset management began in the late 90s, managing money for institutions, pensions, and wealthy families. In 2011, Guggenheim launched a few of their institutional strategies into 40Act mutual funds. Guggenheim's history of outperformance while minimizing downside risk is a testament to their unique investment process and philosophy.


Jacob Schultz
303 974 0927 | website





Gold Partner


Kimberly Cronin
303-534-9343 | website


Gold Partner

Shane Smith

502-212-5979 | website


Gold Partner


Ryan Johnston

303-312-5000 | website


Gold Partner

Three Crowns Copywriting & Marketing helps RIAs and fintech firms amplify their value with custom content creation and digital marketing strategy.

Download our 6-month digital ad starter plan to see how you can improve your website traffic and connect with the right leads here:

Johnny Sandquist
402-965-1323 | website

Click here to set up a meeting


Gold Partner

Vanguard is one of the world’s largest investment management companies, providing an extensive array of investments, services, and practice management solutions to help financial advisors build their practices and serve their clients. As of June 30, 2020, we managed almost $4.34 trillion in U.S. fund assets, including a full range of low-cost ETFs and mutual funds. Connect with Vanguard® at or 800-997-2798.


Keenan Graham

Ben Hammer CFA

Visit Vanguard's Financial Advisor Website


Silver Partners

Aschenberg Law Group
Jesse Aschenberg

720-259-8400 | website

Empower Retirement
Josh Haynes 
303-263-8245 | website