Alex Johnson is an independent insurance broker through his agency, HealthCare Advisors. He specializes in individual/family health insurance, Medicare, life insurance, and insurance solutions for retirement and long-term care needs.

“My favorite part about being an insurance professional is I am truly able to help people and give them piece of mind about their finances. I have always sought to provide honest and best-interest solutions, and becoming a Certified Financial Fiduciary has allowed me to show my client’s that I hold integrity and best-interest above all else.”

Alex strives to provide his clients with honest and expert guidance and keeps a close eye on industry trends and products. When not helping people with insurance, Alex loves to spend time with his wife Morgan and daughter Alaina. Alex also loves cooking and enjoying the great outdoors.

Steve Charlton is a man of faith, honor, and integrity. Whether at the gym, on the trails with his wife or in the bleachers watching his boys play baseball & swim, Steve operates with that same high level of care and passion to the conversation of money & wealth, and more importantly how the tax code can work for us and not against us.

Steve is a Wealth Preservation & Distribution Specialist and takes that title seriously. He was fortunate to begin his career in the financial industry serving as a bond-broker, working with CFO’s of banks & credit unions. This allowed him to experience and learn the institutional side of the markets, which provides tremendous wisdom to be shared into the consumer market. In 2005, Steve decided to launch his own firm and has now helped nearly 2000 families spread across the nation who have entrusted him with their financial wellbeing. Steve’s client base is diverse in both their professional backgrounds & financial needs. Steve has been actively serving his clients for nearly 20 years and proudly owns a record free of any consumer complaints. This is a direct result of the core values at Wisdom Financial.

"As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so that our client and his or her best interests always come first. We then take it to the next level and employ full transparency for both our clients and the multitudes of financial institutions we work with. Our clients become our family and we could not be more grateful to serve and protect them."

"We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to and for the complete duration of your retirement lifecycle. Our team will equip you with a personal, thorough & exclusive plan that is actively managed to ensure you continue to prosper throughout your retirement years. We call it the 'Peace of Mind Factor'"
-Steve Charlton

Originally from Chicago and raised in Madison, Wisconsin, Chris has lived in Denver since 2002 and loves his career as a financial planner. He stays motivated by the satisfaction he finds in helping families create, understand, and implement a plan for reaching their financial goals and needs. As life changes the path to our goals, Chris and his team continually adapt and adjust to help maintain the most efficient and cost effective strategies to stay on course. Prior to his career in the financial services, Chris worked in the biotechnology industry as both an organic chemist and instrumentation engineer.

Insurance Licensed in: AL, AZ, CO, KS, LA, MT, WA, WI

What I love about Colorado:

I love being able to jump in the car and get into any number of outdoor activities. Whether it's snowboarding, mountain biking, hiking, or a game of tennis or volleyball, I know there's something active I can get up to at the spur of the moment.

What I provide to my clients:

I pride myself on taking the time to fully understand my client's overall financial picture and goals before making any recommendations. In our practice, we work to provide holistic financial planning to our clients.

What I value:

I value time with family and free time! I enjoy taking time to decompress and relax at home with my wife, Kaati, and our dog, Doggis Doggins.

What I do for fun:

In my free time, I play the piano and bass guitar. I also enjoy travelling, especially to places where I can pursue my new passion of scuba diving.

Craig Hammer, RICP, Certified Financial Fiduciary®, has been assisting clients in the securities and insurance industries since 2007. He is passionate about helping clients reach their financial goals by researching and formulating individualized plans to meet the client’s needs and objectives. 

He holds the Series 7 and 66 licenses as well as his insurance license in Tennessee. In 2018, Craig earned his RICP® (Retirement Income Certified Professional) designation.  He is also a Certified Financial Fiduciary ®.

Craig is a lifelong resident of East Tennessee and a graduate of the University of Tennessee, Knoxville. He has been married to Lisa since 1996. They have one daughter, Kayla, who also graduated from the University of Tennessee. He enjoys attending live sporting events and concerts, as well as golf and travel.  He is very active in his church and has served in several lay leadership roles.

James Huhn is the founder of WRM Advisors, LLC and this year celebrates his 48^th year in the insurance and financial services industries. He is a Registered Financial Consultant® (RFC), Chartered Retirement Planning Counselor® (CRPC), Long-Term Care Professional (LTCP), a licensed insurance agent in Georgia, Florida, and Tennessee, and holds a Series 66 securities license. He has spent more than two decades as a financial consultant helping others protect what they have worked for throughout their lives. Jim enjoys meeting new people on a regular basis and creating a plan to protect against many financial risks, including market risk, health risks, inflation risk, and longevity risk.

He has created a successful practice working with individuals and business owners both in person and virtually. The firm has established strategic partnerships with carefully selected companies, offering solutions tailored for individuals and business owners. WRM Advisors, LLC. also offers a comprehensive estate planning software tool to assist clients in preparing their estate plans. 

Two of the absolute most important aspects of Jim’s life are faith and family. Jim works with non-profit organizations focused on helping those in need both locally and around the world. Jim relocated to the mountains of Northern Georgia in 2020 and enjoys life in the cabin of his dreams. Jim enjoys all things outdoors, cooking, and most music. He is a published poet and enjoys creative writing in his free time. Additionally, he loves to travel; his favorite travel location so far was Sicily, the birthplace of his paternal grandmother.

Marcus became a financial professional to help offer people what they needed. He quickly realized that most investment companies have their own agenda. Instead of pushing a corporate menu, he knew he wanted to provide tailored advice and options to his clients. The only answer was a reimagined legacy to become an independent, fiduciary financial professional. At Revision Wealth Management, he and his team help clients ReEnvision their retirement. 

Steven L. Rich is an Investment Adviser Representative and Licensed Insurance Professional with Anders & Anders Financial Group. With years of experience as a financial professional, Steven provides comprehensive financial planning strategies to pre – retirees and retirees whose financial goals include building wealth and maintaining financial confidence for themselves and their families.

Steven’s mission is to provide caring attention with comprehensive and impartial insight helping enable clients to act with confidence and ease planning their financial future. To do so, he provides in-depth and objective analysis to help optimize assets and work together.  He creates cash flow analysis, Social Security organization plan, reviews investment strategies, insurance options (including legacy planning) Medicare options, long term care and tax strategies.  He strategically incorporates his results into a holistic financial plan to help clients optimize wealth, providing optimize wealth, and help provide reliable income strategies throughout retirement. In addition, Steven periodically provides educational workshops at the local level.

Steven is a graduate of the Catsaskos School of business at William Patterson University.  He holds the following designations: Certified for Long Term Care (CLTC), Retirement Income Certified Professional, (RICP), Certified Financial Fiduciary® (CFF®), and National Social Security Advisor (NSSA). He has passed the Series 6, Series, 63 and Series 65 securities exams.

Steven and his wife Amanda have three children, Charlotte, Steven Jr. and Colin and reside in New Smyrna Beach. They enjoy their close-knit community and can often be seen taxiing around the area in their “electric blue” golf cart.

Ira started in the investment industry in 1984 as a stock broker working for First Jersey Securities having a desire to help people become financially independent. He went on to work for several other regional and national firms including Shearson Lehman Brothers and Smith Barney. While working for Shearson Lehman Brothers, he completed the prescribed studies and satisfied the requirements for their Guided Portfolio Management Program.In April of 1996, Ira concluded – “to best serve my clients and provide impartial advice, I have to be independent.” As a result, he resigned from Smith Barney and formed the Work Financial Group in West Palm Beach FL.In October of 1996, he completed a one-year course through the Institute of Business and Finance designed to provide a deeper understanding of mutual funds and annuity programs.In 1998, he began his studies with The American College to earn the Chartered Financial Consultant Designation (ChFC®) which he completed in October of 2003.In July of 2003, having completed most of his required courses for the ChFC®, he satisfied the requirements of the International Association of Registered Financial Consultants and was awarded the RFC® designation.In August of 2008, Ira became part of the coaching team of Paul Winkler, Inc. His focus is helping clients understand the common mistakes investors make and what it takes to build successful portfolios. To enhance his client relationships, Ira provides education programs which help investors gain financial peace of mind. As an author, Ira has written articles that have been published in local newspapers and Financial Playbook magazine.In September of 2011 Ira completed the requirement coursework earning the designation AIF® (Accredited Investment Fiduciary).In December of 2012 Ira completed the required coursework through the American College earning the AAMS® (Accredited Asset Management Specialist) designation.In 2016 he earned the designation CASL® (Chartered Advisor for Senior Living) through The American College.In February of 2018 he earned the CRPS® (Chartered Retirement Plan Specialist) designation through the College for Financial Planning.Ira and his wife Elaine enjoy traveling, motorcycle rides, and golf. They have four children and reside in Nashville.

Char was born and raised in the Monroe/Sultan area of Washington state.  She graduated from University of Washington with BA in Communications.  She began her insurance career in 2000.

Char enjoys the freedom of self-employment and the security it offers her as a woman. She has dedicated her career to helping clients keep their Retirement money SAFE and growing! Char says that her greatest achievement in this business is that not one of her clients has ever lost a penny.

Char’s objective is to help clients eliminate as much confusion as possible in planning for their financial future.  She very diligent in helping clients achieve long term financial objectives by utilizing insurance products.  She believes that everyone should have someone with honesty, integrity, and a commitment to make things simpler and less complicated. Integrity and trust are more important than anything else in the business world.

Charlene: WAOIC License #250047