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

How can we help?

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

Chat Now!

Our Locations We Serve

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.

Our Community

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

Our Team

Our Wealth Management Team

Team Members

Management Team

Karl Frank

Stacey Frank

Chad Harmon

Sharon Gaspar

Financial Advisors

Chad Harmon

Cameron Morgan

David Stevens

Francois Giguere

Judson Cass

Marla Mason

Peter Lengsfeld

Virginia Wu

Client Care Team

Ashley Neumann

Gay Bocks

Becky Skinner

Cassidy Butler

Quinn Marquez

Why Choose Us

How can we help?

Our Locations We Serve

Our Core Values and Guiding Principles

Our Community