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.

Team Members

Management Team

Karl Frank - Certified Financial Planner Denver

Financial Advisors

Client Care Team

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 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.

Our Community

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

Episode 14: Consolidated Appropriations Act of 2021
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Long Term Care Planning
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Real Estate Planning
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Episode 13: Business Entity Structure
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Episode 10: Roth 401k and Why You May Want One Today
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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).
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Public Speaking
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Periscope-Why You Should Review-or Write—Your Estate Plan This Halloween
Ding-dong! “Trick or Treat!” The sounds of Halloween are just around the corner, though your days of crazy costumes and candy corn are well behind you now. And in some age-restricted communities, not a single, tiny, candy-seeking ghoul or goblin comes a-knockin’! Don’t shut the door on this holiday, though. The celebrations for Dia de […]
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Investment Advice
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How Much Money Can I Put into My IRA or Employer-Sponsored Retirement Plan?
IMPORTANT UPDATE: VISIT WWW.GOTAXFREEBOOK.COM for the latest tax brackets and contribution limits. IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government. The limits are periodically adjusted to compensate for inflation and increases in the cost of living.
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Our Team
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Go Tax Free
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Episode 4: Power of Attorney Readiness and Comprehension
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Exit Planning Process -short form
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Blue Bar
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New Account Application
New Account Application Document #100 "*" indicates required fields Step 1 of 5 20% Advisor representativeCameron MorganChad HarmonDave StevensFrancois GiguereJudson CassKarl FrankMarla MasonPeter LengsfeldStacey FrankVirginia WuRep ID # Type of Account*IndividualJoint Tenants (JTWROS)Tenants in Common (TIC)TrustTraditional IRARoth IRASEP IRASIMPLE IRACustodial (UTMA, UGMA)Inherited IRAQualified PlanC CorpS CorpLLC529 AccountWill you be entering information for 2 clients?*2 clients […]
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