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


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


Francois Giguere


Judson Cass


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


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

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