Broker Check


THE TEAM APPROACH 


Johlfs Financial Group is a team of advisors providing comprehensive financial planning designed to improve, optimize and balance your financial situation. We emphasize strategy over product, are comprehensive in our process, and objective in our recommendations. Each team member brings a unique background and expertise to the table. 


OFFICE LOCATIONS

Our Process

Indian Wells, CA

Our History

Greenwood Village, CO

Our Resources

Los Alamos, NM

Our Resources

Colorado Springs, CO 

GREENWOOD VILLAGE TEAM MEMBERS

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

President

303-626-2446

303-942-1701

cjohlfs@wradvisors.com

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.

 

(01/21)

Cameron Fraker

Vice President

303-626-2448

303-942-1701

cfraker@wradvisors.com

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!

 

(01/21)

Brittany Dean, FPQP®

Director

303-626-2447

303-942-1701

bmdean@wradvisors.com

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. Outside of work, I am spending time with my amazing husband and 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!

 

(01/21)

Sarah Wood

Executive Assistant

303-626-2446

303-942-1701

swood01@wradvisors.com

My name is Sarah and I previously worked for Craig from 2013-2017 and recently had the opportunity to rejoin his practice to reconnect with and serve his clients.

My background starts in the Financial Services industry working in an Executive Assistant capacity as well as a Certified Meeting Professional (CMP).  I held this prestigious professional meeting designation for ten years while working as a corporate meeting planner.  I also earned my Meetings, Travel and Hospitality Administration with an emphasis in Meetings Administration Degree from Metropolitan State University in 2004.  I am passionate about giving back to my community and has volunteered with several non-profit organizations and at various events for my daughter’s school PTO organization.  I live in Littleton with my husband, teenage daughter, and two pugs! We enjoy living in Colorado and all the activities it has to offer.

Fun Fact: I am adopted, and my sister is biological (child of our parents)!

 

Sarah acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed 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 Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  Waddell & Reed is not affiliated with any other entities referenced.  (01/21)

Trevor Holen

Business Processing Coordinator

303-626-2449

720-942-1701

tholen@wradvisors.com

My name is Trevor and I am the Business Process Coordinator for Johlfs Financial Group. A Nebraska native, I  moved to the Denver area and joined Johlfs Financial Group in October 2020. While in the office, I create business process efficiencies that streamline the client experience. Outside of the office, I enjoy every outdoor activity imaginable but most recently hiking, biking, camping, kayaking, fishing, and snowboarding are at the top of the list.

Fun fact: I played football while attending Nebraska Wesleyan University

 

(01/21)

 

COLORADO, NEW MEXICO & CALIFORNIA TEAM MEMBERS

Diane Chan, CMFC®

Relationship Manager

505-663-1401

dchan@wradvisors.com

My name is Diane and I joined Waddell & Reed in 2003, after having lived and worked overseas for many years. I always say my money management career began when I was five years old, after my dad taught me the principle of compound interest and opened my first savings account.

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

I work and live in beautiful Los Alamos, New Mexico. In my spare time I enjoy travel, ballroom dancing, and singing with several community choirs.

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

 

(01/21)

Eileen Koenig, MBA®

Relationship Manager

719-638-3444

ekoenig44050@wradvisors.com

My name is Eileen Koenig and I am a financial advisor with Waddell & Reed, since 1995. I am proud of the practice that I have built from the ground up here in Colorado Springs. I am a proud AIR FORCE wife, a mother of two and grandmother of three beautiful grand kids. When I am not servicing my clients, I am gardening, reading, or watching my grandchild play hockey. I have joined forces with Craig Johlfs and his team in 2020, and will continue to provide white glove service and investment advisory services to all of my clients. 

Fun Fact: My two most favorite vacations are Hawaii and Disneyland.  My favorite Disney Character is Tink - the harbinger of hope..... Vacations are priceless family time!

 

(01/21)

Lorraine Meredith

Assistant

719-638-7444

lmeredith@wradvisors.com

My name is Lorraine and I am originally from Canada! In my early 20's I went to work for Royal Canadian Engineers, in Fort Churchill, Manitoba (where the polar bears roam!). I moved from the frozen north to warm Hawaii for several years working as secretary at Alexander & Baldwin. From there, I moved to San Diego, met, and married my husband John. I continued by travels by moving around to Idaho Falls, ID and Pocatello, ID, Minneapolis, and finally landing in Colorado Springs. While in Idaho, I adopted two children and now have two wonderful granddaughters. I have been working with Eileen for over 20 years as a part time associate.

 Fun Fact: I love playing pinochle and cribbage.

 

Lorraine acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed 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 Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  (01/21)

Jessica Royce Kuroki

Advisor Assistant

760-340-0756

jroyce02@wradvisors.com

My name is Jessica and I am an unlicensed advisor assistant to Gary Foy in Palm Springs, California since 2015. My responsibilities include general administrative duties, as well as a wide range of tasks that change day to day based on clients’ needs.  

In my spare time, my husband Andrew and I enjoy cheering on our favorite sports team THE DODGERS, supporting animal charities, and playing with our two cats; Coco & Stassi.

Fun Fact: Being from the Coachella Valley, I have attended the Coachella Music Festival 12 times!!

 

Jessica acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Advisors with Waddell & Reed 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 Advisor(s) she supports.  In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.  (01/21)

 

Gary Foy

Relationship Manager

760-340-0756

gfoy@wradvisors.com

My name is Gary S. Foy, CRPC, CMFC, Financial Advisor, and I have been affiliated with Waddell & Reed since 2007. I am proudly a lead advisor in the Coachella Valley for Waddell & Reed. My financial experience is extensive! A former CFO with C level experience, Budget Officer for a major federal agency, and owner of a Tax and Financial Services practice for over 20+ years.  I feel that this experience provides an added value to my clients in developing their retirement, education, investment, and financial goals. Specifically, understanding the tax impacts on individual & businesses has been a tremendous asset to my clients and their families.

 My practice is centered on client confidentiality, integrity, competency, and creativity. I have always believed in doing the right thing and placing my client’s interests first.  My focus is finding the right combination of financial investments while working within my client’s risk temperament and time horizons. It is a complex and customized financial world out there!

 

My motto:

“It is all about trust! Your clients must be comfortable and trusting in you as their Advisor. Trust is your only currency & you must earn it every day!”

 

Fun Fact: 

When attending Advanced Military Training for Military Police School in Ft. Gordon, GA, my Post Commander asked me to work as a gallery supervisor at the Masters. I worked the 10th hole and followed the leaders to the clubhouse for a week and 18-hole playoff. As a golfer, I thought my life was complete at age 22!

 

(02/21)

FUN FACT

"pop time"

"pop time"

Our Greenwood Village team has a tradition....and we call it pop time .... 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?

(01/21)