Our Team

Get to know our financial advisor team who cares about our clients

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. Check out our biographies and qualifications using the links below.

Management Team

Karl Frank

President

Stacey Frank

Vice President / Financial Advisor

Chad Harmon

Partner / Financial Advisor

Financial Advisors

Chad Harmon

Partner / Financial Advisor

Cameron Morgan

Financial Advisor

David Stevens

CPA/PFS®, CFP®

Francois Giguere

CFP®, AIF®

Judson Cass

CFP®, AIF®, AAMS

Marla Mason

CFP®

Peter Lengsfeld

CFP®

Client Care Team

Ashley Neumann

Client Care Manager

Gay Bocks

Client Care Specialist

Cassidy Butler

Paraplanner

Quinn Marquez

Paraplanner

Isaac Stanton

Paraplanner

Why Choose Us

Learn about our financial planning process, investment beliefs, core values, charitable endeavors, history and other unique facts about A&I Wealth Management.

What makes A&I unique

How can we help?

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

Chat Now!

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.

Fiduciary financial advisors

Our financial advisors can meet with you at our Lone Tree office or any location in the greater Denver area including Greenwood Village, Littleton, Centennial or Englewood.