Todd’s humble roots come from the Midwest, specifically Indiana and Michigan. He began his love affair with Fine Art at Lambuth University, and is a featured speaker and advisor on contemporary Fine art at universities, museums and galleries.
Throughout his vast career as a Financial Professional, he has been on the forefront of financial education, and empowering his clients. He has been blessed to instruct at multiple community colleges and corporations throughout Colorado including: Arapaho Community College, Colorado Mountain College, Mesa State, University of Colorado, City of Aspen, Vail Resorts, Colorado Mountain College, Marriott Inc., Eagle County, Toyota, and Valley View Hospital.
Todd has the special ability to hear your concerns and respond with a myriad of applicable solutions. Todd is a founding member of AAM, a financial educator, an esteemed art collector and fine art consultant.
Inspire. Execute. Innovate.
Rachel has a vision for Americans to be financially educated and inspired. Her work has taken her all around Colorado. She has been instrumental in bridging the gap between education and financial acumen. Within AAM’s framework, she has flourished benefiting clients, colleagues and the company by bringing her passion and consultation into harmony.
Rachel is at the helm of business development, executing strategies that are seemingly large and unattainable. She is adamant about providing an in depth experiential process for clients and advisors. Her work includes curriculum development, fostering relationships with colleges, corporations, and creating a future where each American is aware of how to get to where they want to go financially.
Rachel has been listed on ColoradoBiz Magazine’s annual list celebrating 100 top visionary women-owned companies in Colorado in 2015, 2016, 2017 and 2018. She is CBS4’s Financial Literacy Expert, and featured regularly in local and national publications.
Rachel is confident that everything is possible, and figure-out-able. Rachel is a founding member of AAM, a financial literacy expert, a professional Pilates practitioner and overtly happy and positive.
Milt has extensive expertise in the financial services industry. He began his career over 20 years ago in risk management and worked with Institutions at Sammons before coming to AAM.
Milt has a scientific mind, and his zeal of people and individual differences drove him directly to AAM. His enthusiasm of teamwork and systems fits perfectly with AAM clients and culture. A CU graduate and a Colorado native, he has a passion for financial education and helping students achieve their goals.
Milt’s driven and playful demeanor is refreshing and inviting. He is accessible and easy to engage with. The oldest of nine children, when he is not pursuing his dreams helping clients, he leads the charge fly fishing, Brazilian Jiu Jitsu, and international traveling with his son and soulmate.
Mark is what you could call a “reformed engineer.” He spent the past 3 years working at AAM’s sister branch in Frisco, Peak One Financial. Before that, he attended Metropolitan State University of Denver to study Electrical Engineering Technology (EET) with a concentration in Power & Controls and a minor in Mathematics. Not exactly the degree you would expect from a financial advisor, but Mark’s analytical nature combined with his love of helping people makes him great at financial planning – “a people person with math skills.”
A Colorado native who was raised in Silverthorne, Mark lives up to the image. He loves summertime adventures with friends like biking, kayaking, golfing, and camping. In winter, he’s a sucker for a great powder day on his snowboard. As a new father of twins, he hopes to pass on some of his love for outdoor activities to his children.
Mark’s love of education makes him a great fit at AAM. He teaches the online version of our retirement planning class and enjoys connecting with clients in a variety of ways, including video conferencing. He is excited about the new ways AAM can grow in an increasingly digital world.
Tomas has diverse experience in the financial services industry. He began his career in lending over 15 years ago, found his way to banking with Chase before joining AAM.
Tomas’s inquisitive nature and quest for excellence are innate additions to the AAM team. He seamlessly pairs Financial Education with Financial Advice. A RMBI graduate, Colorado native and first generation American, Tomas is eager to assist in wealth creation to improve individual’s lives.
Tomas is easy going, refreshing, and inviting. He is quick to laugh and think deeply. He lives by the motto “Happy wife, happy life”. When he is not living the dream teaching and meeting with clients, he spends his time with his wife and three children playing sports, piano and dreaming of his future Lamborghini.
Lavan is fascinated by the financial industry. She has extensive experience working with a Registered Investment Advisor (RIA). We are thrilled to have her 10+ years in administration and customer service as a backbone for our clients needs.
As the Client Service Director, Lavan is excited and engaged to serve our clients at the highest level with her bright, sunny disposition. She ensures all client needs are handled expeditiously with ease and grace. She passionately works behind the scenes making sure every detail is complete. In addition to her wealth of professional skills, Lavan is a notary.
Lavan enjoys weight lifting and anything that challenges her cognitive and physical abilities. She is an Iraqi refugee who was raised in Louisville, Colorado and is grateful every day to live in America.
Kim spontaneously moved to Denver from Illinois – thankfully, that worked out. Denver is now her home. She is a graduate of Arizona State University. Kim has a passion for supporting small business owners and working in a close-knit team. We are blessed to have her wealth of over 15 years in customer service at the helm of our administrative and marketing duties.
As the Administrative Director, Kim fulfills precise and efficient task maintenance of all systems while maximizing marketing success. She is calm and grounded when executing large and small projects alike. Her multi-faceted versatility and fluidity have enabled her to become part of the AAM DNA. She believes any job worth doing is a job that needs to be completed with purpose and joy.
Kim enjoys walking her dogs, traveling, television and anything that makes her laugh or think deeply. She has taken up cooking and gym workouts. She is an only child and enjoys simplicity and routine with her fiancé, Scott. She is a happy member of AAM.