Our Associates Craig Johlfs, CFP®, AAMS®, AWMA®, CMFC® President 303-626-2446 303-770-6104 firstname.lastname@example.org 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@example.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! 10/19 Brittany Dean, FPQP® Director 303-626-2447 303-942-1701 firstname.lastname@example.org 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! 11/19 Diane Chan, CMFC® Relationship Manager 505-663-1401 505-663-0750 email@example.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 Hall06/19 OUR QUALIFICATIONS Craig Johlfs CERTIFIED FINANCIAL PLANNERTM PROFESSIONALACCREDITED WEALTH MANAGEMENT ADVISORSMACCREDITED ASSET MANAGEMENT SPECIALISTSMCHARTERED MUTUAL FUND COUNSELORSMSERIES 7 SERIES 66APPLICABLE INSURANCE LICENSES Cameron Fraker SERIES 7 SERIES 66APPLICABLE INSURANCE LICENSES Diane Chan CHARTERED MUTUAL FUND COUNSELORSMSERIES 7 SERIES 66APPLICABLE INSURANCE LICENSES Brittany Dean FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL®SERIES 7 SERIES 66APPLICABLE INSURANCE LICENSES FUN FACT ABOUT OUR TEAM 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? Have a Question? Contact us today! Name Email Address Phone Question Thank you! Oops! 05/19 Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!