Broker Check

Our Associates

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

President

303-626-2446

303-770-6104

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.

 

06/19

Cameron Fraker

Vice President

303-626-2448

303-770-6104

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!

 

01/20

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. 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!

 

02/20

Diane Chan, CMFC®

Relationship Manager

505-663-1401

505-663-0750

dchan@wradvisors.com

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

01/20

Eileen Koenig, MBA®

Relationship Manager

719-638-3444

719-590-7986

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!

 

 

02/20

Sarah Wood

Executive Assistant

303-626-2446

303-942-1701

swood01@wradvisors.com

Sarah previously worked for Craig from 2013-2017 and recently had the opportunity to rejoin his practice in his new office location and is excited to reconnect with and serve his clients.

 

Sarah’s background is in the Financial Services industry working in an Executive Assistant capacity and also as a Certified Meeting Professional (CMP).  Sarah held this prestigious professional meeting designation for ten years while working as a corporate meeting planner.  She received her Meetings, Travel and Hospitality Administration with an emphasis in Meetings Administration degree from Metropolitan State University in 2004.  She is passionate about giving back to her community and has volunteered with several non-profit organizations and at various events for her daughter’s school PTO organization.  She lives in Littleton with her husband, teenage daughter, and two pugs, and they 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.  01/20

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

FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL®

SERIES 7 

SERIES 66

APPLICABLE INSURANCE LICENSES

FUN FACT ABOUT OUR TEAM

"pop time"

"pop time"

Our 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?

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(06/20)

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