AMERICAN PORTFOLIOS FINANCIAL SERVICES - Key Persons
Job Titles:
- Affiliated Advisor - Dickinson, ND
Blaine began his financial services career in 1999 as a registered representative with a national firm and joined American Trust Center in 2006 as a Trust Officer. Blaine is a lifelong Dickinson resident, graduated from Dickinson State University, and is involved in the community, serving in various roles on the board of directors for several local non-profits. Blaine is a Certified Trust and Financial Advisor and a graduate of the Cannon Financial Institute's Personal Trust School, as well as holding his series 7, 63 and 65 securities and ND insurance licenses. Blaine manages the West Region of the Personal Trust Division, as well as the Wealth Management division of the Company. Blaine blends his years of experience and professional training to assist his clients in achieving financial and personal success with sound planning and practical advice.
Job Titles:
- Affiliated Advisor - Cooperstown, ND
A lifelong resident of North Dakota, Brad is originally from Lehr and has been working in the financial industry since 2004.
He listens to your needs and goals in order to give you sound financial advice. He can also help you plan for the future by securing financing for your business, farm or ranch.
Job Titles:
- a Registered Representative
- Affiliated Advisor - Kearney, NE
Bruce grew up on a ranch near Rose, Nebraska, received his Bachelor's Degree from the University of Nebraska-Lincoln, and lived in Washington, D.C. for five years before moving to Kearney in 1994. He started his financial services career at Dean Witter Reynolds, Inc. as a Registered Representative and after more than 15 years managing trusts for two Nebraska-based bank trust departments, joined Black Oak Investment Council.
In 2019, Bruce joined American Portfolios Financial Services as a Registered Representative and Novem Group as an Investment Advisor. He currently leads the investment division at Five Points Financial as an affiliate advisor with American Portfolios Denver. Bruce currently serves on the Kearney City Council, the Buffalo County Economic Development Council, and the Kearney Area Community Foundation. He also volunteers with Kearney Catholic High School and Kearney Soccer Club as well as other community service organizations. When he's not at Five Points, Bruce likes to coach soccer, improve his BBQ skills, and spend time with his wife, Menda, and their two daughters.
A lifelong resident of North Dakota, Cole has been working in the investment industry since 2013. He enjoys finding the best available products and solutions to meet his clients' needs. Cole takes great pride in giving clients the level of service that he would expect to receive. While offering a welcoming environment, Cole appreciates the opportunity to get to know you in order to create a personalized plan that will help you reach your financial goals.
Job Titles:
- Affiliated Advisor - Billings, Montana
A lifelong resident of Montana, Jason has been working in the investment industry since 2005. He saves you time by listening to your needs and goals in order to invest your money wisely. "I was largely influenced by my depression era grandparents who were excellent stewards of their money and possessions. I am a steward of our clients since I have the honor of caring for them by growing their wealth." Jason has the knowledge and experience needed to create a personalized plan for reaching your financial goals.
Job Titles:
- Affiliated Advisor - Bismarck, ND
Joel can develop a comprehensive plan that helps you achieve your investment goals, including those for retirement, college planning, insurance, investment accounts and more. He saves you time by listening to your needs and goals in order to invest your money wisely.
Job Titles:
- Affiliated Advisor - Grand Island, NE
Jordan Reinertson grew up in Gibbon, Nebraska where he also graduated high school in 2008. He attended college at the University of Nebraska-Lincoln and studied Finance and Business, Marketing and Information Technology (BMIT). He completed his Bachelor of Science degrees in 2013 in the field of Business Administration and Education and Human Sciences. He also was a member of the Husker Men's Golf Team.
Jordan went on to teach and coach at the high school level. He was a business teacher at Minden High School from 2015-2020. In addition, he was a FBLA Advisor for the Minden Chapter all five of his years in Minden and Head Boys Basketball Coach for the Whippets for three years. He then went on to teach for two more years at Kearney High School from 2020-2022 and was the assistant Boys Golf Coach as well. He started his financial advising career at Five Points Financial in August of 2022.
He and his wife (also Jordan) live in Kearney. His wife is a 1st-grade teacher at Glenwood Elementary. They welcomed their first child, Norah Jean, into the world in June of 2022.
Kris Tower is Senior Managing Director at American Portfolios Denver and for over 20 years, he has partnered with successful business owners, working professionals, and families to plan for their financial future using the innovative GlidePath Method. In addition, Kris leads a growing team of financial planning professionals across 4 states, including Colorado, Montana, Nebraska, and North Dakota.
As one of Colorado's leading financial planners, Kris has been named a 5 Star Wealth Manager for 11 consecutive years (2012-2022) and holds Certified Financial Planner® (CFP), Accredited Investment Fiduciary® (AIF), and Certified Plan Fiduciary Advisor® (CPFA) designations.
Kris is active in industry associations and has served on the Executive Committee of the national Financial Planning Association (FPA), the Financial Industry Advisory Committee for the Colorado Securities Commissioner, and the Producer Advisory Council for the Colorado Insurance Commissioner. He also served as Chairman of the Colorado Financial Planning Association.
Kris is a University of Wyoming graduate and has served on the Board of Directors for several non-profit organizations in the Denver area. Outside of work, Kris enjoys traveling with his wife Wendy, playing golf, and staying active in the local community.
With over 40 years of experience in the financial industry, Loretta Chiofolo focuses on helping individuals, families, and non-profit organizations plan for their financial success. Loretta assists clients in identifying their financial and retirement goals, developing an investment strategy and plan, building efficient and cost-effective portfolios, and creating reliable sources of income in retirement. She works closely with clients and their tax and legal professionals to deliver a cost-effective and results-driven financial partnership. When useful, Loretta utilizes her Certified Financial Planner (CFP) certification. Loretta is a Denver, Colorado native and after graduating from the University of Colorado, Boulder with a degree in economics, she worked in the financial services industry in New York City and Garden City, NJ for 18 years. She relocated back to Colorado with her daughter in 2002 and now lives in Roxborough, a foothills community southwest of Denver. In her spare time, Loretta enjoys riding her horse Avery, skiing, and hiking in the beautiful Colorado mountains near her home. Linkedin Profile View Loretta Chiofolo's industry registrations and state licenses on FINRA's BrokerCheck.
Marie McClellan has over 25 years of experience as an Executive Assistant supporting CEO's and Directors across multiple industries, including Entertainment, Premium Pet Food, Technology, Real Estate Development, and Retail. She was raised in southern California and started her professional career in Inventory Accounting in the Magic Kingdom of Disneyland. Marie previously served as the Executive Assistant to the CEO of the Credit Division of Nordstrom with their strong reputation of exceptional customer service. When Marie isn't busy serving American Portfolios Denver clients, she enjoys dancing and often performs at local venues with her dance troupe.
Job Titles:
- Affiliated Advisor - Bismarck, ND
A lifelong resident of North Dakota, Melinda has been working in the investment industry since 1995. Her goal is to provide high-quality education, products, and services to her clients. "I enjoy working with individuals on a customized plan to meet their needs." Melinda understands that each individual has unique personal and financial goals, so she uses one or a combination of tools offered by American to help her clients reach those goals.
Neil Egleston is a skilled financial advisor at American Portfolios Denver and has over 25 years of experience helping clients plan for their financial future.
He focuses on delivering a comprehensive approach to financial planning that is based on collaboration and communication. This approach begins with listening to each client's personal and professional goals, and then customizing a financial strategy that is specific to each client's situation. Then, Neil provides strategic direction for investment management, asset protection, college planning, and retirement income solutions.
Neil is a New York native and a graduate of St. John's University. He has lived in Colorado for over 8 years and when not working with clients, he enjoys playing golf, skiing, and exploring Colorado with his wife and son.
Ray Parnell serves his clients with the specific goal of building long-term personal relationships, with particular focus serving military & veteran families and small business owners. Ray specializes in helping clients gain a deeper understanding of their current financial position, and learning the potential of what they can achieve with the personalized coaching of a financial advisor. His financial planning philosophy is centered on knowing the goals and motivations of his clients, helping them enjoy today, prepare for tomorrow, and implement a sustainable financial plan they are proud of.
Ray holds an MBA from Webster University. His 22 years of service in the U.S. Army instilled a sense of service before self, the importance of team work, and satisfaction in a job well done. Ray volunteers in the local military community, and takes special pride supporting programs focused on leadership development.
He is a member of the Financial Planning Association, TREA - The Enlisted Association, and the Pikes Peak Sergeant's Major Association.
Ray and his lovely bride have two wonderful daughters, one of whom is in college and the other in high school.
Ron Taylor is Managing Director at American Portfolios Denver and leads the firm's growing independent advisor and bank advisor channel. Using his 20+ years of financial industry experience, Ron supports and advises our affiliated advisors to help them grow their businesses using our innovative Advisor GlidePath methodology.
Prior to joining the American Portfolios Denver team, Ron managed advisor development in Colorado and Wyoming for Lincoln Financial Advisors and held leadership roles in advisor recruitment, operations, and compliance at Raymond James Financial Services.
Ron is a graduate of Wake Forest University and an active member of the Financial Planning Association (FPA). Outside of work, Ron enjoys hiking, skiing, and spending time exploring Colorado with his four children.
Originally from Elgin, Tasha has been working in the investment industry since 1995. She finds the best available products and solutions to meet her clients' needs. "It's all about the client. I am here to listen, gather information and develop a strategy based on the clients' needs." A Certified Financial Planner® practitioner with more than two decades of experience, Tasha creates personalized plans to help her clients reach their financial goals.
William (Bill) Larkin is a veteran financial advisor at American Portfolios Denver with over 15 years of experience helping clients develop and implement comprehensive financial plans that incorporate retirement planning, college planning, and wealth transfer objectives.
Bill joined the American Portfolios Denver team because it allows him to focus on his clients' best interests and he enjoys seeing his hard work with clients become a reality as they live out their financial dreams.
Prior to joining our team, Bill was a financial advisor at BBVA Compass, Chase Investment Solutions, and TIAA-CREF. He also spent five years serving our country in the Air Force Reserves and as a commissioned officer in the Navy.
Bill is a graduate of the University of Kansas with a degree in Mathematics. When he's not busy working with clients, Bill enjoys playing golf, officiating basketball, and spending time with his wife and two children.