Andy McClaflin, AAMS®, CRPC®
President & CEO, AWS
Wealth Advisor & Planner, RJFS
Andy McClaflin has a vision for the Financial Planning Market. Beginning his career some 14 years ago, he is always guided by his vision to bring investment services, financial planning and a complete wealth planning approach to his clients that helps every investor’s personalized goals. To Andy, your wealth is not only measured by what your statement balance is, but the progress toward your personal dreams and goals. He values relationships above the sale of any product or service and builds client relationships like they are family.
Wealth Manager, RJFS
Joel Faircloth has built his career through formal education, working for some of the top firms in the country, and by challenging convention. He brings an extensive breadth and depth of experience in the financial services industry and has worn many hats—operations, client service, compliance, trader, marketer, writer, trainer, and investment manager. Joel is a seasoned investment manager, strategist and leader. He believes in the idea that one person or a group of like-minded people can help change an industry, and this is what led him to Aspen Wealth Strategies.
AAMS®, Wealth Advisor, RJFS
Jennifer Sheldon brings a long and experienced background in Financial Services Management to her role at Aspen Wealth Strategies. She is a skilled Wealth Advisor, who cherishes her client relationships. In fact, Jennifer chose to become an advisor so she could build her own business and put her client relationships first. Jennifer truly loves and appreciates her clients, and feels the trust they have put in her is a driver for her success. She is a determined professional, loyal and tenacious. Her customer’s success is the measure by which she judges her own advances. She brings an abundance of experience to her role at Aspen Wealth Strategies, sharing her experience with co-workers and clients alike.
Wealth Advisor, RJFS
Emily Lucero is a Wealth Advisor at Aspen Wealth Strategies. She strives to positively impact her client’s lives by teaming with them to help them reach their financial goals. She is a driven, highly educated, and collaborative advisor. One of her talents is expressing complex financial information in a way that her clients can understand and relate to the information she is sharing.
Vice President of Client Services, AWS
Relationship Coordinator, RJFS
Amber Anderson is the VP of Client Services at Aspen Wealth Strategies. She brings experience in personnel and banking management, as well as a strong background in customer service. Amber is passionate about utilizing the financial services market to help clients understand its benefits. She is dedicated to our clients and offers her breadth of knowledge and experience.
Wealth Advisor | Wealth Manager , RJFS
Cade Hengel is a Wealth Advisor/Wealth Manager at Aspen Wealth Strategies. He came to this role wanting to learn everything he could about financial services. He works closely with Joel Faircloth, learning every aspect of the business. Cade wants to be able to help hard-working families with their asset and estate planning. He likes the client focus of Aspen Wealth, compared to some other firms that concentrate on selling products. He leverages his strong, dependable character to assist our advisors so they can help families in reaching their financial goals. Cade spends most of his time in research, and is a knowledgeable and approachable relationship manager.
Relationship Coordinator, RJFS
Amanda Mallec is a Relationship Coordinator at Aspen Wealth Strategies. She is also a full-time Metropolitan State University student in Denver, studying Finance while honing her natural talents for building relationships and knack for understanding the financial services industry. Amanda enjoys applying her education to bring our clients and her co-workers the most up-to-date methods. She is a passionate and engaged member of the Aspen team. Amanda is valued for her willingness and fortitude to pitch in wherever and whenever she is asked. She is viewed as a true asset to the team at Aspen as well as the clients she serves. Amanda has a strong sense of family and brings this dedication to working with the families at Aspen Wealth Strategies as if they were her own.