Our Team

Our Financial Services Team

Our Wealth Management Team

Why choose A&I Wealth Management 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.
  • 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.

A&I Team Photo

Team Members

Management Team

Karl Frank - Certified Financial Planner Denver

Karl Frank

President

Stacey Frank

Vice President / Financial Advisor

Chad Harmon

Partner / Financial Advisor

Sharon Gaspar

CCO/Director of Operations

Financial Advisors

Chad Harmon

Partner / Financial Advisor

Cameron Morgan

Financial Advisor

David Stevens

CPA/PFS®, CFP®

Francois Giguere

CFP®, AIF®

Judson Cass

CFP®, AIF®, AAMS

Client Care Team

Ashley Neumann

Client Care Manager

Gay Bocks

Client Care Specialist
Becky Skinner

Becky Skinner

Client Care Specialist

Cassidy Butler

Paraplanner, CFP® Certificant

Quinn Marquez

Paraplanner

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.

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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Other Services We Provide

  • Swingset

    Financial Advice for Widows and Survivors

    Finances are an underlying source of stress after a loved one passes. We listen, simplify and help you prioritize so that you can focus on grieving and recovery.
  • Women's Wealth Wellness

    Women’s Wealth and Wellness

    Women have unique financial needs in different life stages, from accumulating wealth to retiring, to widowhood.
  • life insurance protects the family

    Life Insurance Planning

    Our financial planners will help you make a gift that is meaningful. Charitable planning can be simple or complex. We can coordinate a team to reduce expenses and may help you find a plan that is free (other than the gift itself).
  • Medicare Planning

    Our financial planners will help you make a gift that is meaningful. Charitable planning can be simple or complex. We can coordinate a team to reduce expenses and may help you find a plan that is free (other than the gift itself).
  • Life Planning

    Life Planning

    Life transitions reveal how money is integral to almost everything. Our experienced wealth managers help you reduce your stress, increase your chances of success with all the areas of your life.
  • Business Owners and Executives

    Small business owners, we speak your language! We help you maximize your financial return, minimize your tax liability, plan for your exit from the business, and mitigate risk. Our exclusive process and team of experts simplify your life and let you sleep soundly.
  • Ski Team Families

    Ski and Snowboard Families

    Get your free College Money Report™. Find the answers your family needs to get the most free money for college in under 5 minutes. Karl and Stacey Frank are parents of competitive skiers.
  • Changing Jobs

    Changing jobs requires a lot of juggling and mental resources. We work alongside you to make way for a smooth financial transition, keep you and your family safe, and plan for the long haul
  • Divorce

    Divorce involves establishing your financial independence from your spouse. Our financial planners can help you navigate your new financial life as you plan and complete the divorce process. Gain clarity about your finances and emerge with confidence for the next phase of your life.
  • Inheritance planning

    Inheritance or Windfall

    When you receive a large sum of money through inheritance or windfall, your financial planner will help you develop a custom financial plan that makes room for your short-term and long-term goals.
  • Paying For College

    For college planning, we first assess the family’s retirement readiness. Next, we look at the five sources of college funding for each family...
  • Couple on yacht

    Retirement Income Planning

    Our financial planner works with you to envision what you will retire into, what your days may look like, and how your finances will change during your retirement years.
  • Life Transitions

    We understand life transitions often come hand-in-hand with a sudden change in finances.
  • Karl shaking hands

    Families

    Long-term, real-life financial success begins with a plan. Our advisors can help you chart a legacy measured by generations of success. Our clients benefit from an expert team of professionals.
  • Charitable Planning

    Charitable Planning

    Our financial planners will help you make a gift that is meaningful. Charitable planning can be simple or complex. We can coordinate a team to reduce expenses and may help you find a plan that is free (other than the gift itself).

Latest News

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How can we help?

Chat in-person during regular business hours or fill out the form!

    Our Locations We Serve

    Denver | Englewood | Littleton | Centennial | Greenwood Village