Aspen Wealth Management
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Aspen Wealth Management Employees
Employee
Years
Job
Industry
Kay Allen,CFP® Kay Allen,CFP®'s Aspen Wealth Management Experience December 2012 - Present
Job CFP® Professional with Aspen Wealth Management. Helping individuals and families meet their financial goals.
Industry Financial Services
Experience
Aspen Wealth Management December 2012 - Present
Thrivent Financial for Lutherans June 2011 - October 2012
Boulevard Animal Hospital January 2003 - 2012
Skills
Strategic Planning, Financial Analysis, Asset Management, Investments, Wealth Management, Finance, Investment Advisory, Financial Services, Retirement, Small Business, Employee Benefits, Tax, Retirement Planning, Personal Finance, Corporate Finance
Education
Kansas State University
Bachelor of Science (B.S.), Finance, General
Kapaun Mount Carmel
Aspen Wealth Management December 2012 - Present
Thrivent Financial for Lutherans June 2011 - October 2012
Boulevard Animal Hospital January 2003 - 2012
Skills
Strategic Planning, Financial Analysis, Asset Management, Investments, Wealth Management, Finance, Investment Advisory, Financial Services, Retirement, Small Business, Employee Benefits, Tax, Retirement Planning, Personal Finance, Corporate Finance
Education
Kansas State University
Bachelor of Science (B.S.), Finance, General
Kapaun Mount Carmel
Nicholas Blasi's Aspen Wealth Management Experience 2003 - 2006
Job CEO at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management November 2009 - Present
Frontline Development 2006 - Present
Aspen Wealth Management 2003 - 2006
Skills
Investments, Wealth Management, Asset Management, Alternative Investments, Mergers & Acquisitions, Strategic Planning, Mutual Funds, Insurance, Strategic Financial..., Financial Modeling, Portfolio Management, Investment Advisory, Estate Planning, Sales Management, Marketing Strategy, Risk Management, Sales, Microsoft Office, Team Building, Private Equity, Business Strategy, New Business Development, Start-ups
Education
University of Kansas 2000 — 2004
Bachelor of Business Administration (B.B.A.), Communication Studies
Frontier Wealth Management November 2009 - Present
Frontline Development 2006 - Present
Aspen Wealth Management 2003 - 2006
Skills
Investments, Wealth Management, Asset Management, Alternative Investments, Mergers & Acquisitions, Strategic Planning, Mutual Funds, Insurance, Strategic Financial..., Financial Modeling, Portfolio Management, Investment Advisory, Estate Planning, Sales Management, Marketing Strategy, Risk Management, Sales, Microsoft Office, Team Building, Private Equity, Business Strategy, New Business Development, Start-ups
Education
University of Kansas 2000 — 2004
Bachelor of Business Administration (B.B.A.), Communication Studies
Eric Lehman Eric Lehman's Aspen Wealth Management Experience 2010 - 2011
Job Business Operations Analyst
Industry Defense & Space
Experience
SEAKR Engineering June 2012 - Present
AXA Advisors March 2012 - June 2012
RP Holdings/Southwind Financial Group June 2011 - March 2012
Aspen Wealth Management 2010 - 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Budgeting, Series 7, Analysis, Microsoft Office, Leadership, PowerPoint
Education
University of Colorado Denver 2014 — 2016
MBA, Finance, 3.85
University of Denver - Daniels College of Business 2009 — 2011
BSBA, Finance, 3.8
SEAKR Engineering June 2012 - Present
AXA Advisors March 2012 - June 2012
RP Holdings/Southwind Financial Group June 2011 - March 2012
Aspen Wealth Management 2010 - 2011
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, Budgeting, Series 7, Analysis, Microsoft Office, Leadership, PowerPoint
Education
University of Colorado Denver 2014 — 2016
MBA, Finance, 3.85
University of Denver - Daniels College of Business 2009 — 2011
BSBA, Finance, 3.8
Gregory Brill Gregory Brill's Aspen Wealth Management Experience August 2011 - March 2012
Job Landman at GreenShell Energy Corporation
Industry Financial Services
Experience
GreenShell Energy Corporation March 2014 - Present
Brown Brothers Harriman April 2012 - April 2013
Aspen Wealth Management August 2011 - March 2012
Octagon June 2010 - August 2010
Skills
Close Attention to..., Microsoft Office, Risk Management, Financial Modeling, Equity Research Analysis, Organization, Business Operations, Customer Service, Financial Accounting, Managerial Finance, Teamwork, Investments, Writing, Oral Communication
Education
University of Denver 2007 — 2011
BSBA- Finance, Reiman School of Finance
Universidad De Menendez pelayo 2010 — 2011
International Finance
GreenShell Energy Corporation March 2014 - Present
Brown Brothers Harriman April 2012 - April 2013
Aspen Wealth Management August 2011 - March 2012
Octagon June 2010 - August 2010
Skills
Close Attention to..., Microsoft Office, Risk Management, Financial Modeling, Equity Research Analysis, Organization, Business Operations, Customer Service, Financial Accounting, Managerial Finance, Teamwork, Investments, Writing, Oral Communication
Education
University of Denver 2007 — 2011
BSBA- Finance, Reiman School of Finance
Universidad De Menendez pelayo 2010 — 2011
International Finance
Darrin Wolff, AAMS Darrin Wolff, AAMS's Aspen Wealth Management Experience September 2009 - Present
Job Registered Investment Advisor Aspen Wealth Management. Owner Wolff Capital Management.
Industry Financial Services
Experience
Aspen Wealth Management September 2009 - Present
Ed Jones June 1999 - September 2009
Charles Schwab June 1998 - July 1999
American Century Investments August 1993 - May 1998
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Asset Management, Portfolio Management, Investment Advisory, Investment Strategies, Retirement, Finance, Investment Management, Financial Advisory, 401k, Mutual Funds, Wealth, Asset Allocation, Wealth Management..., Leadership, Financial Planning, Management, Financial Services, Risk Management, Financial Analysis, Equities, Series 63, Securities, Alternative Investments, Fixed Income, Process Improvement, Relationship Management, Insurance, Fixed Annuities, Small Business, Strategy, Sales Management, Account Management, P&L Management, Branch Management, Branch Administration, Strategic Partnerships, Strategic Planning, Entrepreneurship
Education
University of Wisconsin-Milwaukee 1988 — 1993
Bachelor of Political Science
College for Financial Planning
AAMS
Aspen Wealth Management September 2009 - Present
Ed Jones June 1999 - September 2009
Charles Schwab June 1998 - July 1999
American Century Investments August 1993 - May 1998
Skills
Wealth Management, Retirement Planning, Investments, Strategic Financial..., Asset Management, Portfolio Management, Investment Advisory, Investment Strategies, Retirement, Finance, Investment Management, Financial Advisory, 401k, Mutual Funds, Wealth, Asset Allocation, Wealth Management..., Leadership, Financial Planning, Management, Financial Services, Risk Management, Financial Analysis, Equities, Series 63, Securities, Alternative Investments, Fixed Income, Process Improvement, Relationship Management, Insurance, Fixed Annuities, Small Business, Strategy, Sales Management, Account Management, P&L Management, Branch Management, Branch Administration, Strategic Partnerships, Strategic Planning, Entrepreneurship
Education
University of Wisconsin-Milwaukee 1988 — 1993
Bachelor of Political Science
College for Financial Planning
AAMS
Helen Barbre-Stephens, CFP®, EA Helen Barbre-Stephens, CFP®, EA's Aspen Wealth Management Experience September 2011 - Present
Job CFP™ Professional | Financial, Retirement & Tax Planner | President of Aspen Wealth Management
Industry Financial Services
Experience
Aspen Wealth Management September 2011 - Present
Skills
Financial Planning, Investment Management, Tax Preparation, Insurance licensed..., Wealth Management, Female retires, Investment planning, Investment portfolio..., Retirement plan..., Education savings plan, Insurance evaluation..., Estate planning, Distribution planning..., Social Security..., Budget analysis, Inheritance planning..., Divorce cash flow..., Individual and small..., Fort Worth investment..., Retirement planning and..., Women's financial..., Investment management..., Sudden wealth issues, Tax preparation and...
Education
Southern Methodist University 1985 — 1989
BBA, Finance
Bishop Kelley High School 1981 — 1985
Aspen Wealth Management September 2011 - Present
Skills
Financial Planning, Investment Management, Tax Preparation, Insurance licensed..., Wealth Management, Female retires, Investment planning, Investment portfolio..., Retirement plan..., Education savings plan, Insurance evaluation..., Estate planning, Distribution planning..., Social Security..., Budget analysis, Inheritance planning..., Divorce cash flow..., Individual and small..., Fort Worth investment..., Retirement planning and..., Women's financial..., Investment management..., Sudden wealth issues, Tax preparation and...
Education
Southern Methodist University 1985 — 1989
BBA, Finance
Bishop Kelley High School 1981 — 1985
Courtney Fillmore Courtney Fillmore's Aspen Wealth Management Experience May 2013 - March 2014
Job Government affairs intern at Delta Air Lines
Industry Public Relations and Communications
Experience
Adweek August 2015 - Present
Delta Air Lines March 2015 - Present
U.S. House of Representatives January 2015 - March 2015
Fort Worth Business Press June 2014 - August 2014
Bobby Bragan Youth Foundation August 2013 - August 2014
Aspen Wealth Management May 2013 - March 2014
The 109 August 2012 - May 2013
National Cutting Horse Association May 2012 - August 2012
The Fillmore Law Firm April 2011 - August 2011
Skills
Public Relations, Advertising, Marketing, Writing News Releases, Political Science, Social Media, Social Media Marketing, Market Research, Microsoft Office, Online Advertising, Photoshop, InDesign, Creative Writing, Twitter, Google+, Google Analytics, Graphic Design, Microsoft Excel, Digital Marketing, Marketing Strategy, Google Webmaster Tools, Marketing Communications, MRI+, SRDS, Mintel, Media Buying Software, Kantar Media Ad$pender, Facebook, Event Planning, Event Management, Email Marketing, Public Speaking
Education
Texas Christian University 2010 — 2014
Bachelor of Arts (BA), strategic communication (advertising/public relations) and a political science emphasis
The George Washington University
Trinity Valley School
High school diploma
Adweek August 2015 - Present
Delta Air Lines March 2015 - Present
U.S. House of Representatives January 2015 - March 2015
Fort Worth Business Press June 2014 - August 2014
Bobby Bragan Youth Foundation August 2013 - August 2014
Aspen Wealth Management May 2013 - March 2014
The 109 August 2012 - May 2013
National Cutting Horse Association May 2012 - August 2012
The Fillmore Law Firm April 2011 - August 2011
Skills
Public Relations, Advertising, Marketing, Writing News Releases, Political Science, Social Media, Social Media Marketing, Market Research, Microsoft Office, Online Advertising, Photoshop, InDesign, Creative Writing, Twitter, Google+, Google Analytics, Graphic Design, Microsoft Excel, Digital Marketing, Marketing Strategy, Google Webmaster Tools, Marketing Communications, MRI+, SRDS, Mintel, Media Buying Software, Kantar Media Ad$pender, Facebook, Event Planning, Event Management, Email Marketing, Public Speaking
Education
Texas Christian University 2010 — 2014
Bachelor of Arts (BA), strategic communication (advertising/public relations) and a political science emphasis
The George Washington University
Trinity Valley School
High school diploma
Shawn Hiatt's Aspen Wealth Management Experience October 2010 - May 2011
Job Entrepreneur
Industry Construction
Experience
Independent Business Owner October 2013 - Present
Speedway Chrysler Dodge Jeep RAM September 2013 - November 2013
VinSolutions September 2011 - 2013
Padgett Business Services October 2010 - July 2011
Aspen Wealth Management October 2010 - May 2011
Skills
Customer Satisfaction, Sales Management, Sales Process, Account Management, Profit, Online Advertising, Customer Retention, Sales, Social Media Marketing, Customer Service, Salesforce.com, New Business Development, CRM, Cold Calling, Social Networking, SEO, Process Improvement, Lead Generation, B2B, Vehicles, Selling, Sales Operations, Marketing, Automobile, Automotive, Competitive Analysis, Sales Presentations, Online Marketing
Education
Kansas State University
Lawrence Free State High School
Independent Business Owner October 2013 - Present
Speedway Chrysler Dodge Jeep RAM September 2013 - November 2013
VinSolutions September 2011 - 2013
Padgett Business Services October 2010 - July 2011
Aspen Wealth Management October 2010 - May 2011
Skills
Customer Satisfaction, Sales Management, Sales Process, Account Management, Profit, Online Advertising, Customer Retention, Sales, Social Media Marketing, Customer Service, Salesforce.com, New Business Development, CRM, Cold Calling, Social Networking, SEO, Process Improvement, Lead Generation, B2B, Vehicles, Selling, Sales Operations, Marketing, Automobile, Automotive, Competitive Analysis, Sales Presentations, Online Marketing
Education
Kansas State University
Lawrence Free State High School
Nick Wessels Nick Wessels's Aspen Wealth Management Experience September 2012 - October 2012
Job XBRL Consultant at RR Donnelley
Industry Computer Software
Experience
RR Donnelley March 2014 - Present
P3XBRL October 2012 - February 2014
Aspen Wealth Management September 2012 - October 2012
Rivet Software March 2011 - June 2012
Northwestern Mutual April 2010 - July 2010
Skills
Strategic Financial..., Financial Reporting, XBRL, SEC filings, Financial Analysis
Education
University of Iowa 2009 — 2010
BBA, Finance
RR Donnelley March 2014 - Present
P3XBRL October 2012 - February 2014
Aspen Wealth Management September 2012 - October 2012
Rivet Software March 2011 - June 2012
Northwestern Mutual April 2010 - July 2010
Skills
Strategic Financial..., Financial Reporting, XBRL, SEC filings, Financial Analysis
Education
University of Iowa 2009 — 2010
BBA, Finance
Shale Harper Shale Harper's Aspen Wealth Management Experience 2010 - 2010
Job HR Assistant at Southern Dock Products
Industry Construction
Experience
Southern Dock Products May 2015 - Present
Johnson Financial Group, LLC October 2013 - January 2015
Johnson Financial Group, LLC April 2012 - September 2013
Hassey SportHorses--Armando Hassey 2006 - April 2012
Aspen Wealth Management 2010 - 2010
Skills
Outlook, Office Management, Microsoft Excel, Microsoft Office, Customer Service
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance and HR Management
Southern Dock Products May 2015 - Present
Johnson Financial Group, LLC October 2013 - January 2015
Johnson Financial Group, LLC April 2012 - September 2013
Hassey SportHorses--Armando Hassey 2006 - April 2012
Aspen Wealth Management 2010 - 2010
Skills
Outlook, Office Management, Microsoft Excel, Microsoft Office, Customer Service
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance and HR Management
Rick Maner's Aspen Wealth Management Experience January 2008 - February 2012
Job Chief Financial Officer at A Zahner Company
Industry Financial Services
Experience
A Zahner Company May 2010 - Present
Aspen Wealth Management January 2008 - February 2012
DST Output May 2004 - August 2007
DST Systems April 1997 - May 2004
Deloitte & Touche November 1997 - June 2002
U.S. Central 1992 - 1996
Skills
Customer Service, Financial Reporting, Investments, Budgets, Sarbanes-Oxley Act, Leadership, Risk Management, Auditing, Accounting, Financial Analysis, Finance, Internal Audit, Internal Controls, Managerial Finance, Team Building, Project Management
Education
The University of Kansas 1981 — 1985
University of Kansas 1981 — 1985
BS, Accounting
A Zahner Company May 2010 - Present
Aspen Wealth Management January 2008 - February 2012
DST Output May 2004 - August 2007
DST Systems April 1997 - May 2004
Deloitte & Touche November 1997 - June 2002
U.S. Central 1992 - 1996
Skills
Customer Service, Financial Reporting, Investments, Budgets, Sarbanes-Oxley Act, Leadership, Risk Management, Auditing, Accounting, Financial Analysis, Finance, Internal Audit, Internal Controls, Managerial Finance, Team Building, Project Management
Education
The University of Kansas 1981 — 1985
University of Kansas 1981 — 1985
BS, Accounting
Mario Burstein, CPA's Aspen Wealth Management Experience September 2010 - December 2010
Job Senior Associate, M&A Services at Connor Group
Industry Computer Software
Experience
Connor Group January 2015 - Present
OrthoFi March 2014 - September 2015
KPMG US June 2013 - February 2014
KPMG US January 2012 - June 2013
Neutron Energy Inc. June 2011 - October 2011
Aspen Wealth Management September 2010 - December 2010
University of South Carolina August 2006 - May 2010
Skills
Auditing, Accounting, SEC filings, Sarbanes-Oxley Act, General Ledger, Valuation, Microsoft Excel, Microsoft Access, Microsoft Office, PowerPoint, Access, Financial Accounting, Financial Reporting, Outlook, QuickBooks, Financial Analysis, Teamwork, US GAAP, Tax Accounting, Financial Statements, Finance, Financial Modeling
Education
University of Denver - Daniels College of Business 2010 — 2011
Masters of Science, Accountancy
University of South Carolina - The Moore School of Business 2006 — 2010
B.S. in Business Administration, Accounting and Corporate FInance
Connor Group January 2015 - Present
OrthoFi March 2014 - September 2015
KPMG US June 2013 - February 2014
KPMG US January 2012 - June 2013
Neutron Energy Inc. June 2011 - October 2011
Aspen Wealth Management September 2010 - December 2010
University of South Carolina August 2006 - May 2010
Skills
Auditing, Accounting, SEC filings, Sarbanes-Oxley Act, General Ledger, Valuation, Microsoft Excel, Microsoft Access, Microsoft Office, PowerPoint, Access, Financial Accounting, Financial Reporting, Outlook, QuickBooks, Financial Analysis, Teamwork, US GAAP, Tax Accounting, Financial Statements, Finance, Financial Modeling
Education
University of Denver - Daniels College of Business 2010 — 2011
Masters of Science, Accountancy
University of South Carolina - The Moore School of Business 2006 — 2010
B.S. in Business Administration, Accounting and Corporate FInance
Laura Neal's Aspen Wealth Management Experience January 2013 - June 2013
Job Client Associate at RMB Capital
Industry Financial Services
Experience
RMB Capital January 2014 - Present
MWHC Holding, Inc. June 2013 - January 2014
The Reiman Fund March 2013 - June 2013
Aspen Wealth Management January 2013 - June 2013
HealthLink Minnesota Management Group, Inc. June 2011 - August 2011
Education
University of Denver - Daniels College of Business 2009 — 2013
BS in Business Administration and Finance
Universidad de Granada
Breck School 2005 — 2009
RMB Capital January 2014 - Present
MWHC Holding, Inc. June 2013 - January 2014
The Reiman Fund March 2013 - June 2013
Aspen Wealth Management January 2013 - June 2013
HealthLink Minnesota Management Group, Inc. June 2011 - August 2011
Education
University of Denver - Daniels College of Business 2009 — 2013
BS in Business Administration and Finance
Universidad de Granada
Breck School 2005 — 2009