Board of Directors

The Board of Directors is comprised of industry professionals dedicated to promoting the financial planning industry. Board members serve voluntarily and must be voted in by the membership each year. Please contact the Board to get more involved on a committee or to discuss how the FPA of Colorado can help you as a member.

President: Jason Alderson, CFP®, CDFA®                                                                                                                                                                                                          Jason joined the board in 2016 as the NexGen Co-Chair and served most recently as the Pro Bono Co-Chair.  He is focused on delivering high-quality programming to the chapter that aims to keep our members abreast of industry changes, challenges and trends.                

Jason Alderson, CFP®, CDFA®
Elbert Capital Management

President Elect/Treasurer: Lori Miller, CFP, M.S.                                                                                                                                                                                                        Lori has 30 years of diversified Financial Advisory experience putting the goals and values of individuals, families, and businesses as the focus of every investment and planning recommendation. She has served many years in volunteer and leadership roles, engaging students and adults in financial literacy and working with government and public relations. Lori brings energy and passion to her relationships and goals to build on the success of Colorado FPA for its members and partners.                                  

Lori J. Miller, CFP®, M.S.
LPL Financial

Education Chair: Chris Rezek        

Chris Rezek, Jr., CFP®
Morgan Stanley

Membership Co-Chair: Jan Jordan                                                                                                                                 Jan has served on the Colorado FPA for a number of years and is driven to bring more focus and attention to the Financial Services industry in Northern Colorado. Being a resident of Loveland, Jan understands the difficulties that residents, members, students and partners face when it comes to networking effectively and sharing a wealth of knowledge. She is making it her mission to extend networking and meeting opportunities to people in the Northern areas of Colorado.

Jan Jordan
Reverse Mortgage

NexGen Chair: Chris Rezek        

Chris Rezek, Jr., CFP®
Morgan Stanley

Partnership Chair: Lori Miller, CFP, M.S.                                                                                                                                                                                                              Lori has 30 years of diversified Financial Advisory experience putting the goals and values of individuals, families, and businesses as the focus of every investment and planning recommendation. She has served many years in volunteer and leadership roles, engaging students and adults in financial literacy and working with government and public relations. Lori brings energy and passion to her relationships and goals to build on the success of Colorado FPA for its members and partners.                                                                                      

Lori J. Miller, CFP®, M.S.
LPL Financial

Pro-Bono Chair: Tami Carroll, CFP                                                                                                                         Practicing in personal finance since 2006, Tami specializes in personal wealth management for individuals and families, and truly has a passion for helping people transition through the phases of their financial lives. Tami believes the retirement income planning process is complex because it is alive with choices and variables, and she enjoys helping clients understand how all of the financial decisions they make work together.

Tami C. Carroll, CFP®, CDFA®, RICP®
BSW Wealth Partners

Chairperson: Debbie Freeman, CFP®, CPA, CDFA®                                                                                                 Debbie is Principal & Director of Planning at Peak Financial Advisors, LLC. She joined Peak Financial Advisors in 2005. Prior to joining Peak, she worked with Deloitte Tax, LLP as a staff accountant. She received her Masters of Accountancy degree and B.S.B.A. in Accounting from the University of Montana in Missoula.      

Debbie J. Freeman, CFP®, CPA, CDFA®
Peak Financial Advisors

Allied Professionals Committee Chair: Cory Underwood, CFA®, CFP®                                                                                                                                             Cory is a Partner at RubinBrown Advisors. He provides financial and investment advisory services for clients. He specializes in working with individuals and small businesses, helping them in such areas as financial planning, retirement planning, investment management, college funding, insurance, estate planning, risk management, asset allocation and diversification. Cory also specializes in designing, implementing and working with 401(k) and other qualified plans.

Cory B. Underwood, CFA®, CFP®
IronSight Wealth Management, LLC.