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: 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

President Elect/Treasurer: 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

Advocacy Chair: James Passarelli                                                                                                                                 James is Regional Vice President at EGPS. He is a retirement plan professional with experience in third party administration, recordkeeping, operations, relationship management, sales, and consulting. He partners with financial advisors, financial planners, CPAs, and others to develop appropriate retirement plan solutions for businesses and organizations  

James Passarelli
Complect

Education Chair: Jason Alderson, CFP                                                                                                                 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

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 Co-Chair: Kittye Tilford, CFP                                                                                                                  Kittye is a Wealth Advisor for the Colony Group, where she helps her clients achieve their goals by providing personalized advice and implementing holistic financial plans that coordinate all aspects of their financial lives. She has served as a leader of the COFPA Pro-Bono effort, including co-leading the team that organizes the annual Financial Planning Day.  

Kittye Tilford, CFP®
The Colony Group

Pro-Bono Co-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: Randy Anderson,  CFP                                                                                                                           Randy is dedicated to the mission of FPA to elevate the profession by transforming lives through the power of financial planning. He is also dedicated to continuing to grow our chapter and to create a community that adds value to our members and create a great member experience. Randy's practice specializes in senior issues, social security strategies, distribution strategies, and financial planning for those close to retirement or in the retirement stage of life.  

Randy J. Anderson, CFP®
RJ Anderson Financial, LLC

Member at Large: Wendi Strom, CFP®

Wendi Strom
LOTUS Financial Partners

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®
RubinBrown