SPARKS FINANCIAL - Key Persons


Aaron Thill

Job Titles:
  • Portfolio Manager, Private Client Services

Aditi Javeri Gokhale

Job Titles:
  • Member of the Senior Leadership Team
  • Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments

Alejandro (Alex) Esquivel

Job Titles:
  • Portfolio Management Specialist, Private Client Services

Beau Jacobson

Job Titles:
  • Certified Public Accountant ( CPA® ) Texas Tech University
  • Private Wealth Advisor
Beau has over 8 years of experience in the financial industry. Upon graduation from Texas Tech University with a Masters in Accounting, he earned his CPA certification and spent 5 years working at Ernst and Young (EY). After several years running one of the most successful financial planning practices across the country, Beau alongside his father-in-law Charlie Prothro, joined Sparks Financial in 2024 as a part of the firm's expansion to Texas. Beau is a lifelong Texan and grew up in Grapevine, TX. He and his wife, Emma, currently reside in Aledo, TX. When Beau is not in the office, he enjoys leading worship at church, singing jazz music, working out, public speaking, cheering on all Dallas sport teams, and spending time with his family. The Jacobsons are members of Christ Chapel Bible Church and lead a community Bible study group. Beau has a passion for service and is actively involved in the DFW community and serves as President of the Board of Directors for Mission Mosaic.

Bonnie Tomczak

Job Titles:
  • Vice President, Investment Products, President, Mason Street Advisors

Bryce Hefner

Job Titles:
  • Associate Private Wealth Advisor
Bryce is a Colorado Native who currently resides in the University of Denver area. Bryce and his wife Courtney, spend most of their time outside golfing, fly fishing, skiing, and running triathlons.

Bucket Filler

Job Titles:
  • Leader

Camilla Latimer

Job Titles:
  • Insurance Operations Specialist
Born and raised in Miami, Florida, Cam graduated with a degree in Writing and Rhetoric from Florida International University. In June of 2023, she moved from her hometown to Denver, Colorado with her dog, Abu. Cam enjoys reading, solving puzzles, and exploring the beautiful scenery of Colorado with Abu by her side.

Carolyn Gust - CMO

Job Titles:
  • Chief Marketing Officer

Charles B. Prothro

Both native Texans, Charlie and his wife, Cheryl, have five children and five grandchildren. In 2020, they embarked upon a new season with a move from their hometown of Wichita Falls, Texas to Fort Worth, Texas. With their move, they are closer to family and enthused to be a part of the growing communities of the DFW area. Together, they love being a part of nature watching bald eagles, osprey, deer and other wildlife on their property at Eagle Mountain Lake. Charlie also enjoys road cycling, classic wooden boating, and dog training.

Christopher Horvat

Job Titles:
  • Operations Manager
Born and raised in Cleveland, Chris attended Duquesne University in Pittsburgh where he ran both cross country and track. He and his wife Kelsey are the proud parents of two sons, Jack and Warren.

Christopher Moser

Job Titles:
  • Investment Consultant

Colton J. Duffy

Colton started his career with Northwestern Mutual as an intern advisor in 2012, before his senior year at Colorado State University. He graduated with honors through the College of Business, emphasizing Personal Financial Planning. Colton ran his practice full-time until 2018 and is now the Director of Financial Planning. Colton maintains his CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®) designations. Colton is married to Elizabeth, and they have three children. Colton is originally from Wisconsin and learned that his family has been served by Northwestern Mutual for at least four generations. Colton loves sports/athletics (specifically playing golf), is dedicated to serving the Fellowship of Christian Athletes at the University of Denver and active in his church, Parker Evangelical Presbyterian Church.

Craig Kasap

Job Titles:
  • Member of the Fixed Income Team

Dan Amiri

Job Titles:
  • Senior Research & Portfolio Analyst, NMWMC Research

Daniel Baumgart

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Daniel J. Adams

Job Titles:
  • Member of the Private Client Services Team
  • Senior Portfolio Manager, Private Client Services

David Andrzejewski

Job Titles:
  • Member of the Private Client Services Team
  • Senior Director / Portfolio Manager, Private Client Services

Douglas H. Peck

Job Titles:
  • Member of the Private Client Services Team
  • Senior Portfolio Manager, Private Client Services

Drew Babb

Job Titles:
  • Associate Private Wealth Advisor

Erin Long

Job Titles:
  • Marketing Associate

Erjola Borici

Job Titles:
  • Portfolio Management Specialist, Private Client Services

Frank P Ratini

Job Titles:
  • Director of Business Strategy and Practice Management

Garrett D. Aird

Job Titles:
  • Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors

Gary Wing

Job Titles:
  • Partner and Private Wealth Advisor

Ivan Magalhaes


Jack Gorski

Job Titles:
  • Portfolio Manager, Equities

Jarodd White

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Jayla Bosch

Job Titles:
  • Operations Associate
  • in 2022 As an Operations Associate
Jayla joined Sparks Financial in 2022 as an Operations Associate. Prior to joining the team, she worked in mortgage origination for a nationwide home builder. Jayla grew up in Colorado and currently resides in Denver with her fiancé, Connor, and their two dogs, Baxter and Beau. In her free time, she enjoys traveling and getting outside to enjoy Colorado's 300 days of sunshine.

Jeffery S. Nelson

Job Titles:
  • Senior Director / Senior Portfolio Manager, Equities

Jenna Koenings

Job Titles:
  • Associate Portfolio Manager, Fixed Income

Jennifer Stell

Job Titles:
  • Senior Investment Consultant Advisor Recruiting

Jerry Kinzie

Jerry joined Sparks Financial in June 2022 as a Private Wealth Service Advisor. Prior to Joining Sparks Financial, Jerry worked as Financial Advisor at Northwestern Mutual. Before Northwestern Mutual, Jerry spent a year in JP Morgan's Advisor development program and 7 years helping implement/develop Walmart's Omni Channel Ecommerce division with his latest role as a Digital Operations Manager. Jerry is a Colorado Native who currently lives in the Denver, CO area with his Wife Dana and their dog Monty. In Jerry's free time, he enjoys spending time in his garden, checking out the local breweries and going to sporting events.

Jim Murray

Job Titles:
  • Senior Research Analyst, NMWMC Research

John Chamberlin

Job Titles:
  • Retired Foreign Services Officer, Client
Not all Northwestern Mutual representatives are advisors. Only those representatives with "advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

John E. (Jeb) Bentley

Job Titles:
  • Member of the Senior Leadership Team

Jonathan A. Rains

As a Colorado native, Jonathan and his wife Maile enjoy helping their four kids and one dog explore Colorado. They especially enjoy skiing, hiking, and road trips into the Rocky Mountains. Jonathan is involved with his church, and the Boy Scouts. He and his family live in Washington Park and spend lots of time there enjoying Denver's great weather. Jerry is a Colorado Native who currently lives in the Denver, CO area with his Wife Dana and their dog Monty. In Jerry's free time, he enjoys spending time in his garden, checking out the local breweries and going to sporting events.

Karissa Zanoni

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Katie Wood

Job Titles:
  • Senior Investment Consultant

Keith Dickerson

Job Titles:
  • Senior Investment Research Analyst, NMWMC Research

Liz Mott

Job Titles:
  • Client Service Associate
Prior to joining the team, Liz worked in the real estate industry. In her current role, Liz partners with our advisors to execute the servicing needs of all our existing and new clients. Liz grew up in the suburbs of Denver and graduated from the University of Colorado Boulder. She now lives in Parker and enjoys the local restaurants, watching a good movie, and spending time with her family and friends. She is passionate about helping others.

Lynn E Emeott

Job Titles:
  • Client Service Associate

MacKenzie Schill

Job Titles:
  • Portfolio Manager Specialist, Fixed Income

Marisol Garcia

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Marshall Morris

Job Titles:
  • Private Wealth Service Advisor
Marshall lives in Parker, Colorado with his wife, Alex. In his free time, Marshall enjoys spending time with family, traveling around Colorado, golfing in the summer, and skiing in the winter.

Matt Sobocinski

Job Titles:
  • Portfolio Manager, Private Client Services

Matthew D. Wilbur

Job Titles:
  • Member of the NMWMC Investment Consultant Team
  • Senior Director, Advisory Investments

Matthew M Haynes

Matthew enjoys spending time with his wife Jen and their son Henry. Passions include traveling and enjoying all that Colorado has to offer. You can find Matthew, Jen, and Henry enjoying walks around their Crestmoor neighborhood and enjoying restaurants in Cherry Creek and Downtown. Nicholas is a Colorado native who currently resides in Highlands Ranch with his wife, Jessica. In his free time, Nicholas enjoys spending time with family and playing golf.

Michael A. Helmuth

Job Titles:
  • Member of the Fixed Income Team
  • Chief Portfolio Manager, Fixed Income

Nicholas Creech

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Nicholas Schreiber

Job Titles:
  • Investment Operations Specialist
Nicholas is a Colorado native who currently resides in Highlands Ranch with his wife, Jessica. In his free time, Nicholas enjoys spending time with family and playing golf.

Peter B Egan

Bryce is a Colorado Native who currently resides in the University of Denver area. Bryce and his wife Courtney, spend most of their time outside golfing, fly fishing, skiing, and running triathlons.

Peter J. Sauer

Job Titles:
  • Senior Investment Research Analyst, NMWMC Research

Ross Crippen

Ross Crippen Alisiani, Bruce Kelton Jacobson III, Charles Bradley Prothro, Scott G Sparks, Taven Sparks, Andrew James Babb, Nathan Colborn, Colton James Duffy, Peter B Egan, Annelise Grace Eicholzer, Lynn Emily Emeott, Jayla Gentile, Matthew M Haynes, Bryce Hefner, Edward Holmes, Christopher Horvat, Trent Michael Jones, Jeremiah Harrison Askew Kinzie, Marshall Morris, William Douglas Murdock, Timothy Allan Perkins, Jonathan Andrew Rains, Frank Ratini, Nicholas Lee Schreiber and Gary Wing use Sparks Financial as a marketing name for doing business as representatives of Northwestern Mutual. Sparks Financial is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Ross Crippen Alisiani, Bruce Kelton Jacobson III, Charles Bradley Prothro, Scott G Sparks, Taven Sparks, Andrew James Babb, Nathan Colborn, Colton James Duffy, Peter B Egan, Annelise Grace Eicholzer, Lynn Emily Emeott, Jayla Gentile, Matthew M Haynes, Bryce Hefner, Edward Holmes, Christopher Horvat, Trent Michael Jones, Jeremiah Harrison Askew Kinzie, Marshall Morris, William Douglas Murdock, Timothy Allan Perkins, Jonathan Andrew Rains, Frank Ratini, Nicholas Lee Schreiber and Gary Wing provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Ross Crippen Alisiani, Bruce Kelton Jacobson III, Charles Bradley Prothro, Scott G Sparks, Taven Sparks, Andrew James Babb, Nathan Colborn, Colton James Duffy, Peter B Egan, Lynn Emily Emeott, Matthew M Haynes, Bryce Hefner, Edward Holmes, Christopher Horvat, Jeremiah Harrison Askew Kinzie, Marshall Morris, William Douglas Murdock, Jonathan Andrew Rains, Nicholas Lee Schreiber and Gary Wing are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Ross Crippen Alisiani, Bruce Kelton Jacobson III, Charles Bradley Prothro, Scott G Sparks, Taven Sparks, Andrew James Babb, Nathan Colborn, Colton James Duffy, Peter B Egan, Annelise Grace Eicholzer, Lynn Emily Emeott, Jayla Gentile, Matthew M Haynes, Bryce Hefner, Edward Holmes, Christopher Horvat, Trent Michael Jones, Jeremiah Harrison Askew Kinzie, Marshall Morris, William Douglas Murdock, Timothy Allan Perkins, Jonathan Andrew Rains, Frank Ratini, Nicholas Lee Schreiber and Gary Wing provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Ross Crippen Alisiani, Bruce Kelton Jacobson III, Charles Bradley Prothro, Scott G Sparks, Taven Sparks, Andrew James Babb, Nathan Colborn, Colton James Duffy, Peter B Egan, Annelise Grace Eicholzer, Lynn Emily Emeott, Jayla Gentile, Matthew M Haynes, Bryce Hefner, Edward Holmes, Christopher Horvat, Trent Michael Jones, Jeremiah Harrison Askew Kinzie, Marshall Morris, William Douglas Murdock, Timothy Allan Perkins, Jonathan Andrew Rains, Frank Ratini, Nicholas Lee Schreiber and Gary Wing are Insurance Agents of NM.

Scott Sparks - CEO, Founder

Job Titles:
  • CEO
  • Founder

Shayla Martin

Job Titles:
  • Member of the Large Cap Equity Team
  • Associate Portfolio Manager, Equities

Stefanie Cheske

Job Titles:
  • Portfolio Manager, Private Client Services

Stephanie D Lindell - CFO

Job Titles:
  • Chief Financial Officer

Steven M. Bruce

Job Titles:
  • Member of the NMWMC Investment Consultant Team

Taven Sparks

Job Titles:
  • in 2019 As a Financial Advisor
  • Partner and Private Wealth Advisor
Scott is a lifetime resident of Colorado. He and his wife Holli have two children, Taven and Tanner. He has a balanced life with work and family, and attributes this to his top-notch team at the office. Taven joined Sparks Financial in 2019 as a Financial Advisor and has since become a Partner in the firm. After graduating from TCU, Taven spent 3 years as a consultant with Deloitte within the Financial Services Industry. Taven was born and raised in Colorado and is an avid Broncos, Nuggets, Rockies, and Avalanche fan. He also loves traveling and has been to 5 of the 7 continents. A few highlights from his travels include hiking Machu Picchu, hang gliding in Switzerland, and riding elephants in Thailand. In their free time, Taven and his wife, Lauren, enjoy shows at Red Rocks, playing volleyball at Washington Park, skiing, hiking, and spending quality time with family, friends and their English Cream Golden Retriever, Leo. Marshall lives in Parker, Colorado with his wife, Alex. In his free time, Marshall enjoys spending time with family, traveling around Colorado, golfing in the summer, and skiing in the winter.

Ted Holmes

Job Titles:
  • Partner and Private Wealth Advisor

Tim Perkins

Job Titles:
  • Investment Operations Specialist
Tim lives in Denver, Co with his wife Ifeoma, daughter Amelia, and son Matthew. In his free time, Tim enjoys serving as a youth leader to middle and high school aged boys at Red Rocks Church. He can also be found playing pickup ultimate frisbee, hiking with his family, and exploring the Colorado landscape behind the wheel of his Subaru.

Tony Desrochers

Job Titles:
  • Research Specialist, NMWMC Research

Trent M. Jones

Job Titles:
  • in 2023 As a Senior Planning Operations Specialist
  • Planning Operations Specialist
Trent joined Sparks Financial in 2023 as a Senior Planning Operations Specialist. Prior to joining the team, he spent eight years working for Volition Wealth Group within Northwestern Mutual. Trent is a man with a passionate faith, loving family, and a dedication to excellence. He and his wife, Liz, reside in Northern Colorado and spend their time cultivating the gym they established in 2019, exploring the Rockies, golfing, hunting, attending car shows, and immersing themselves in their local community.

Vy Tran

Job Titles:
  • Leadership Support Specialist
Vy joined Sparks Financial in 2021 as a Client Support Associate. Prior to joining the team, she worked as an executive assistant and volleyball coach in the Centennial and Denver areas.

Will Murdock

Job Titles:
  • Financial Advisor

Zach Freudenberg

Job Titles:
  • Associate Portfolio Manager, Private Client Services

Zoe Macdonald

Job Titles:
  • Operations Associate
Zoë was born and raised in Barre, Vermont. In her free time she enjoys hiking in the Rockies, writing poetry, making music, and spending time with her friends and family.