Client Access Help Center
+1 303-690-5070

Our Team

Our Financial Services Team

Our Financial Services Team

Why choose A&I Financial Services advisors?
  • Since 1986, a track record of financial planning success for our clients.
  • Leadership within the national and Colorado Financial Planning Association.
  • Service to the national Certified Financial Planner Board of Standards.
  • Commitment to the Denver business community and philanthropic organizations.
  • Frequent contributors to local news stations, including 9 News KUSA and Channel 4 KCNC.
  • Recognized by industry associations and featured in publications.
  • Published subject matter experts.

Call 303-690-5070 to reach one of our team members. Detailed biographies are available using the links below our team photo.

Team Members

Partners

Karl Frank - Certified Financial Planner Denver

Karl Frank

President

Stacey Frank

Vice President / Financial Advisor

Chad Harmon

Partner / Financial Advisor

Financial Advisors

Cameron Morgan

Financial Advisor

David Stevens

CPA/PFS®, CFP®

Francois Giguere

CFP®, AIF®

Judson Cass

CFP®, AIF®, AAMS

Marla Mason

CFP®

Peter Lengsfeld

CFP®
Virginia Wu

Virginia Wu

CFP®

Joshua Rowe

Paraplanner

Client Care Team

Sharon Gaspar

Assistant CCO/Director of Operations

Ashley Neumann

Client Care Manager

Gay Bocks

Client Care Specialist
Becky Skinner

Becky Skinner

Client Care Specialist

Why Choose Us

Our advisors and client care team members have earned a broad array of securities industry licenses and financial planning designations and complete rigorous ongoing education requirements to stay at the top of our industry.

Why Choose Us

Our Locations

Denver | Englewood | Littleton | Centennial | Greenwood Village

Our Core Values and Guiding Principles

We rely on our 12 core values to set priorities, resolve ethical dilemmas, act in our clients’ good faith, and provide a consistently exceptional experience for everyone we meet.

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Our Community

Our team members volunteer for a number of organizations and serve as a resource for a variety of news outlets. 

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