Broker Check

Our Associates

Craig Johlfs, CFP®, AAMS®, AWMA®, CMFC®

President

303-626-2446

303-770-6104

[email protected]

I started my practice from scratch at the start of 2007.  I identified with Waddell & Reed’s client-centric approach to financial planning.  From those humble beginnings to now, there have been a lot of changes in the market, the finance industry, and our practice.  What hasn’t changed is our dedication to our clients, their financial plans, and their money – a stewardship that we take very seriously.  I’m humbled to work with such great clients and colleagues every day.  At the moment, I’m having a lot of fun toggling between being a CFP® practitioner, a business owner, and an investor.  When I’m not engaged in business, I enjoy spending time with my family, travelling, and pursuing lifelong hobbies.

Fun fact: I lived abroad in Tokyo, Seoul, Australia and Costa Rica.

 

06/19

Cameron Fraker

Vice President

303-626-2448

303-770-6104

[email protected]

My name is Cameron Fraker and I am currently the Vice President of Johlfs Financial Group and have been associated with the company since 2017. My time during the workday is spent in front of clients as well as handling operations and software management.  I enjoy spending time creating efficiencies both for Johlfs Financial Group as well as for the clients we serve. I am currently working on my education in hopes to further benefit our clients through the financial planning process.  Outside of work I spend time playing ice hockey as well exploring Colorado with my wife Kelsey.

Fun Fact: I am the only Denver native on our team!

 

05/19

Brittany Dean

Director

303-626-2447

303-770-6104

[email protected]

My name is Brittany Dean and I am the Director at Johlfs Financial Group. I have been associated with Waddell & Reed for over 8 years and have had the opportunity to explore roles from the corporate office to the field office. My responsibilities at Johlfs Financial Group span from client services to marketing. As a licensed Financial Advisor with Waddell & Reed, I interact with clients daily to help ensure their needs are taken care of, whether the task is large or small. As the marketing director, I get the privilege to design and implement the print and digital marketing for our group. Other tasks include organizing and hosting client events and social media operations. Admittedly, I tend to over-organize the office, get over-excited about birthdays and over-eat Mexican food when I get the chance. The time I do not devote to my work I spend with my devoted husband, exploring Colorado and its many adventures.     

Fun fact: I grew up around race cars, in fact my sister and I still attend an NHRA Nationals Race Event every year!

 

05/19

Diane Chan, CMFC®

Relationship Manager

505-663-1401

505-663-0750

[email protected]

Diane joined Waddell & Reed in 2003, after having lived and worked overseas for many years. She likes to say her money management career began when she was five years old, after her dad taught her the principle of compound interest and opened her first savings account.

As a professional financial advisor, Diane has helped many people develop a financial plan to move toward and through retirement, as well as pursue other important financial goals. She enjoys working one-on-one with clients in long-term relationships, helping them navigate all the twists and turns of their financial lives.

Diane works out of her hometown in Los Alamos, New Mexico. In her spare time she enjoys travel, ballroom dancing, and singing with several community choirs.

 Fun Fact: Diane once sang the Verdi Requiem at Carnegie Hall

06/19

Maria Boden

Client On-boarding Specialist

303-626-2449

303-770-6104

[email protected]

My name is Maria Boden and I am theClient On-boarding Specialist for Johlfs Financial Group. My main responsibility entails the onboarding and management of new or existing client accounts. To date, my proudest accomplishment has been leaving my home, family, and friends in Florida to pursue a new life in Colorado. This has been the biggest risk I’ve taken in life, and it has pushed my comfort zone to new levels. Since joining Johlfs Financial Group, I have assisted in implementing new and streamlining current business processes. I believe in the motto, “work smarter, not harder,” and carry this with me in my career and life overall. When I’m not helping make life easier for Johlfs Financial Group and our clients, I enjoy making ballet look even easier in my own free time.

Fun Fact: I studied abroad for a summer in Innsbruck, Austria while earning my Bachelor’s degree.

 

Maria is not employed by Waddell & Reed, Inc., but acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors.  In addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  05/19

OUR QUALIFICATIONS

Craig Johlfs

CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL

ACCREDITED WEALTH MANAGEMENT ADVISORSM

ACCREDITED ASSET MANAGEMENT SPECIALISTSM

CHARTERED MUTUAL FUND COUNSELORSM

SERIES 7 

SERIES 66

APPLICABLE INSURANCE LICENSES

Cameron Fraker

SERIES 7 

SERIES 66

APPLICABLE INSURANCE LICENSES

Diane Chan

CHARTERED MUTUAL FUND COUNSELORSM

SERIES 7 

SERIES 66

APPLICABLE INSURANCE LICENSES

Brittany Dean

SERIES 7 

SERIES 66

APPLICABLE INSURANCE LICENSES

FUN FACT ABOUT OUR TEAM

pop time

Everyone on our team (and in the whole office for that matter!) knows what pop time is.... every day at about 2:30 we all need a little break away from our desks.. we gather to discuss the day's events over some salty snacks and La Croix sparkling flavored water. It's the little things, you know?

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05/19

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