Larry Jones

I’ve spent over 40 years in the financial services industry, and have found helping people realize dreams, and reach financial independence extremely satisfying. The industry has changed tremendously since the 1970’s and regardless of the many new ways developed to access investment products, structuring a long-term financial plan requires organization, understanding, patience, and discipline. It is very gratifying to help people develop these attributes and reach a comfortable financial future an a less stressful life. I began my career specializing in option trading when Bache & Co in Denver. My wife, Gayle and I have 3 children and 7 grandchildren, and are fortunate enough to have 9 of the 10 near us in Denver. We very much look forward to busy weekends of recitals, games, and matches and try, when possible, to take full advantage of all the outdoor activities that Colorado has to offer.

Jesse Bristow

With over 5 years of industry experience in various roles, including valuable tenures at Fidelity Investments and Charles Schwab, I've dedicated myself to mastering the intricacies of finance. During my time at Fidelity, I excelled in my role and was promoted onto a small, tight-knit, Private Client team. Providing only the most exceptional, white glove, service to the needs of ultra-high-net-worth clients. My role involved using my skills in a fast-paced environment, with not only attention to detail but the ability to build long lasting relationships, collaborating closely with advisors and clients to optimize their account servicing experience. I pride myself on my expertise in market mechanics, trading strategies, options, margin, and retirement accounts. Outside of work, my dedication extends beyond the financial industry. For the past eight years, I've been involved in coaching youth and high school baseball with a travel organization here in Denver. The experience of coaching and leadership has been incredibly rewarding. Guiding these young men to grow and develop both on and off the field brings me immense joy and fulfillment, keeping me young at heart. Born and raised in Los Angeles, California, my love for baseball fueled my journey, leading me to play the game I love into college as a division 1 athlete. After experiencing life in various places across the country, I settled in Colorado in 2013 to continue my education and playing career at Colorado State University Pueblo. In these 10 short years, I've grown to love the scenic beauty of Colorado and the warmth of its people. In every aspect of my life, whether on the field or in the financial world, my goal is to make a positive impact. I believe in the power of mentorship to help individuals achieve their full potential. I'm committed to continuing my growth in the financial industry, utilizing my expertise to provide comprehensive life and financial planning services that enhance the lives of those I serve. Finra Series 7, 63

Ryan Gorski

I partner with businesses, families and individual investors by providing tailored solutions to help them reach their goals. Allowing me to help guide them to your long-term goals, allows them to spend time to focus on what they are truly passionate about. Whether it is planning for retirement, saving for college or looking for ways to protect their financial future, Advisor Associate can help. We take the time to identify your goals and create strategies to solve each one. We partner with professionals throughout the community, such as Estate Attorneys, CPA and insurance specialist to help give you a full, sound plan. During your initial visit, we dive deep into what is important to you and your family which allows us to craft a custom financial plan that can guide us in the right direction. By understanding your current situation, and where you want to go, we develop strategies to help you meet those needs. During this process, our team will be dedicated to providing you with the best experience possible. Born and raised in San Diego, Ca, I currently live in Encinitas, CA with my wife Katie and our lovely 3 year old golden retriever, Lily. We enjoy spending time at the beach, playing golf and eating at new restaurants. Experience: Financial Advisors at Morgan Stanley Financial Advisors at Edward Jones Education and Credentials: BS (Finance) San Diego State University Finra Series 7, and 66 Life, Accidental and Health Insurance with the State of California and Colorado

Loren Grabau

The secret to a wonderful life is loving your family and when you come to a fork in the road, take it! Life rarely has a single path, so my goal as a Financial Advisor is to strategically plan for my clients to have the financial freedom to take life’s opportunities as they come. My beautiful wife Lindsay and I both had the privilege of growing up here on the Central Coast and believe there is no better place on earth to raise a family! With two small children, we understand the constantly changing economic challenges facing young families today. My passion is to work with my clients to develop strategic financial plans, preparing them not only for milestones in life’ but for unexpected occurrences along the way. With proper planning, we cannot always predict what the future holds but we can be better prepared if investment and savings plans are in place. With my background as an Internal Auditor, Information System Analyst and Accounting Manager as well as a former graduate from Texas A&M University, I bring a unique perspective of business analysis from an internal and external perspective. As an avid foodie and a love for travel, I understand the balance of saving for the future while still enjoying life’s adventures.

Elaine Hartman

Helping people is what drives me, I am constantly inspired by my clients, ordinary people in life who have extraordinary stories! My career in the Financial Industry began in 1990 and is rooted in the relationships I have built with clients. Our casual, and at times deep conversations are not only the best part of the job but allow me to best serve them and ensure we are providing what they need. Family is my passion! Enjoying life with our five children and sixteen grandchildren is my “why” to financial freedom! I want my clients to make the best financial plans, so they do not have to wait for retirement to get the most out of life. But I also understand the challenges when having to care for a grandchild or an aging parent, as well as dealing with an unexpected death. These life experiences along with my financial expertise give me a unique perspective to helping clients navigate through their own journey.

Janet Fowler

Janet is an accomplished administrative assistant with a diverse background in banking and accounts receivable. With over 20 years of professional experience, Janet brings a wealth of knowledge and expertise. Janet's passion for helping others shines through in her work. She thrives on assisting individuals and teams in accomplishing their goals and ensuring that tasks are completed efficiently and effectively. Janet's dedication to problem-solving is a testament to her resilience and determination. Outside of the office, Janet enjoys spending quality time with her family and friends. She cherishes the moments spent camping and embracing the great outdoors. Janet has been happily married to her husband Bruce for 34 years, and together they have raised two wonderful children and are blessed with two delightful grandchildren. With her extensive experience, commitment to excellence, and love for helping others. Her skills and passion make her an invaluable resource for all those she supports, and she provides exceptional administrative assistance to ensure the smooth operation of the organization.

Brenda Lopez

Embracing new opportunities opens doors to growth, discovery, and endless possibilities. Coming from an animal-related background with a bachelor’s degree in animal science and management, my career path took a delightful turn when I discovered this role while pet-sitting for my now coworker. Taking this new opportunity sparked a rewarding transition into financial services. Alongside my professional endeavors, I cherish my recent marriage to my high school sweetheart, celebrating our journey of love and partnership. Outside of the office, my husband and I share the companionship of our energetic 2-year-old Pitbull. I also find joy in collecting and maintaining my indoor plants, hiking trails or relaxing at the beach. However, nothing compares to the joy of spending quality time with my beloved family and friends, creating cherished memories together. I am excited to navigate the dynamic intersections of professional growth, personal passions, and the endless possibilities that each day brings.

Clark Stevens

My mission is to be indispensable in helping my clients make smart financial decisions by providing Expertise, Education, Personal Commitment, and Trust. Clark is also a Charted Mutual Fund Counselor. During my 20 plus years on the Central Coast, I have been active in the community, including participating as a board member of various local youth and community organizations. My ongoing goal is to continue to be a positive influence in my community. In my 25 years of working in the financial industry as a Financial Advisor, I have acquired a deep knowledge and experience of various avenues of investments, including achieving a Chartered Mutual Fund Counselor designation from the College of Financial Planning. Whether you are a novice investor or someone who has been investing in the Equity Market for many years, I can provide the necessary guidance for you and your family. Here at Associate Advisor, we will help provide personalized financial solutions that will help enable you to achieve your long-term goals.

Thorne O'Connell