EQUITABLE ADVISORS ROCKY MOUNTAINS - Key Persons
Job Titles:
- Financial Advisor at Front Range Financial Partners
Job Titles:
- Financial Advisor at Front Range Finanacial Partners
Job Titles:
- MANAGING PARTNER at B & P RETIREMENT SOLUTIONS
After Graduating with a degree in Finance from the David Eccles School of Business at the University of Utah, Brandon worked as a project accountant for a global engineering firm. Given his passion and desire to help others achieve their financial goals he then decided to pursue a career as a Financial Advisor. Brandon entered the Financial Services Industry in 2009 and has since focused his attention on retirement planning.
Brandon is recognized as a Retirement Benefitts Specialist for tax sheltered plans, holds his RICP designation (Registered Income Certified Professional) which he earned through the American College, has been awarded the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies™ (the Center), and is recognized as a Certified Plan Fiduciary Advisor (CPFA) which he obtained through the National Association of Plan Advisors (NAPA). Brandon works closely with individuals, families, and institutions in developing and implementing strategies in the areas of wealth accumulation, retirement distribution, and asset protection
Job Titles:
- Financial Advisor Retirement Planning Specialist
As a financial professional with Equitable Advisors, I am dedicated to helping individuals and businesses build their financial futures. My education, experience and professional affiliations have fostered my approach to offering financial planning services to my clients. First I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, I can recommend the appropriate programs and services to help you execute your strategy.
To stay on top of my field, I am continually improving my professional skills. I am a CERTIFIED FINANCIAL PLANNER™ professional, and hold the Series 7 and 66 FINRA Registrations as well as licensed to provide life, LTC, disability and annuity programs. These credentials require continuing education and re-licensing or re-registration requirement. In addition to holding these securities and licenses, I have a Master of Business Administration degree with an emphasis in Finance from the University of Southern California and a Bachelors of Business Administration from the University of Colorado.
Maintaining a strong sense of community and a solid professional foundation are very important to me. I am or have been a Board Member for several organizations including Focal Point Ministries and the Vintage East Homeowners Association, Denver Kappa Kappa Gamma Alumnae Association. I've been married to my husband Ken for nearly 30 years. I enjoy road and trail running and have completed 30 marathons. In the winter, I also enjoy skiing.
Job Titles:
- Financial Advisor at Clergy Planning Group
Dan Murdock is a highly experienced financial professional who has been dedicated to helping people create, preserve and transfer assets for thirty years. Dan works with high-net-worth individuals, most of whom are self-employed professionals, senior executives and business owners. He helps them coordinate their financial planning with their individual values, time frames, risk tolerances and overriding goals. "My intent," he says, "is to understand my clients' core values in order to customize my service. Financial planning can be very complex, and I use my skills and knowledge to help each client advance toward financial success at his or her own pace."
Dan earned a bachelors degree in business administration at California State University, Sacramento. He continued his career-related studies and earned the professional designations of Chartered Financial Consultant and Chartered Life Underwriter through the American College, and CERTIFIED FINANCIAL PLANNER™ professional certification through the Certified Financial Planner Board of Standards Inc.
Dan's popular seminars on "Retirement Plan Distributions," "Asset Allocation," "Estate Conservation," "Charitable Giving," "Social Security and Medicare" and "Tax Relief and Your Finances" are always well received. Dan and his wife, Kathy, make their home in Sandy, Utah. In his leisure, Dan enjoys concerts, motorcycling, writing, photography and travel.
Job Titles:
- Financial Advisor at B & P Retirement Solutions
Erik grew up in a small Northern Utah town where he was taught the value of hard work and sound moral values. He graduated from Weber State University where he earned a degree in Business Administration with an emphasis in Finance. Erik began a career in finance out of college, but his passion for business and heavy equipment led him to build his own excavating company. This ultimately paved the way to various opportunities in construction management as well as the corporate world of construction. His interest in finance, and desire to help others, led him back into financial services. Erik joined B&P Retirement Solutions in 2021 and is a licensed financial advisor who holds his series 7, series 66, and health and life licenses.
Job Titles:
- Financial Consultant
- Financial Consultant With Equitable Advisors
"Francis Semsem is a Financial Consultant with Equitable Advisors in Denver, Colorado. In this role he serves his clients by taking the time to listen to their goals and creating efficiency in their strategies to produce high-quality and professional results. His practice focuses on helping clients navigate the intricate planning around retirement, risk management, and portfolio design, all while maintaining tax efficiency. Francis works with business entities, individuals, and families helping meet and exceed their financial goals.
Francis is a first generation Filipino-American, and a Colorado resident since the early 90's. Francis has been awarded the title of Credentialed Holistic Financial Coach issued by Columbia University's Coaching Center of Excellence in partnership with Equitable Advisors, LLC. He earned his Bachelor of Science in Business Administration from Johnson & Wales University in Denver, CO. In his spare time, you'll find Francis either fishing in one of the many rivers in the state, or practicing hatha yoga at 105°F.
Job Titles:
- Financial Consultant Retirement Planning Specialist
Greg graduated from Utah State University with a degree in Finance and a minor in Korean. He is licensed in Idaho, Utah, and Oregon for the sale and transaction of insurance and securities. Greg has received his FINRA series 7 General Securities license, series 66 Investment Advisory license, and State Life, Health, Disability, and Long Term Care producer licenses. He has also received a certificate from the Wharton Retirement Planning Training Program, held and instructed by Wharton School Professors on the campus of the University of Pennsylvania.
In 2006 Greg was awarded the premier distinction of being inducted into the national conference of Million Dollar Round Table for top producers in the Financial Industry. He was also honored that year with the producer of the year for all Junior Associates in the intermountain region for Equitable Advisors. In 2015 Greg was honored with the Edward F. Glennon award of Excellence for his contributions to the Boise National Association of Insurance and Financial Advisors. In 2017 Greg was recognized by the non-profit group LifeHappens.org for his financial planning experiences with clients.
Greg is active with the Boise Metro Chamber of Commerce and is a graduate of Leadership Pocatello, through the Greater Pocatello Chamber of Commerce. He actively supported Pocatello's annual Portneuf Valley Paintfest community service project. Greg served on the Pocatello Zoological Society Board of Directors as the Executive Board Vice-President; and fulfilled an appointment by the Pocatello City Council serving on the Parks & Recreation Advisory Board for the city of Pocatello. His other service includes serving on the Leadership Pocatello Board of Directors and serving on the Executive Committees for both the annual Smile-fest and Surfin Safari fundraisers in Pocatello.
Greg and his wife Jessica have four children. They live in Eagle, Idaho and enjoy all that Idaho has to offer! Greg and Jessica are active in many outdoor events, ranging from snow skiing to mountain biking. They also enjoy running and compete in local road races every summer.
Job Titles:
- Regional Vice President at Clergy Planning Group
- Wealth Manager and Vice President With Clergy Planning Group
Ian Cook is a Wealth Manager and Vice President with Clergy Planning Group. He is a proud father to his twin daughters Lexi and Lili. He serves as a trusted professional to his clients, helping both individuals and organizations successfully achieve their financial goals.
Ian earned his bachelor's degree in Business with an emphasis in Management from Colorado Christian University in Lakewood, CO. Ian began his financial career with Equitable Advisors, where he earned a position as a Divisional Vice President. There he coached his own clients, as well as, other financial professionals.
He holds FINRA securities registrations 7, 66, and 24. He maintains his Colorado Life, Accident and Health Insurance licenses, as well as his Long-Term Care certification.
Ian's experience in the Retirement 403(b) market working with Educators and Non-Profit Organizations has given him knowledge and practical insights into the special financial and retirement needs of people in those organizations. He has a great desire to share his skill and knowledge in educating ministry professionals and about their unique opportunities. He is especially adept at recognizing untapped opportunities for his clients. Ian appreciates helping his clients to meet challenges and formulate an optimal plan to reach their personal goals.
Job Titles:
- VICE PRESIDENT, CERTIFIED FINANCIAL PLANNER™ Professional
Jim and his wife Kathy proudly have 2 sons and 5 grandchildren.
Job Titles:
- CERTIFIED FINANCIAL PLANNERTM Professional Financial Advisor at Henderson Financial
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- Financial Advisor at Summit Wealth Group
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- Associate at Murdock Financial
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- Financial Advisor Retirement Planning Specialist at OPUS DEI Services
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- CFP®, CPA, ChFC
- EXECUTIVE VICE PRESIDENT, CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
- Our Branch Leader
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- Financial Professional at Paramount Advisors Group
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- WEALTH MANAGER at CLERGY PLANNING GROUP
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- Financial Professional at Redwine Financial
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- Our Senior Vice President
- SENIOR VICE - PRESIDENT, CERTIFIED FINANCIAL PLANNER™ Professional, RETIREMENT PLANNING SPECIALIST
Job Titles:
- Financial Consultant at Front Range Financial Partners
Job Titles:
- Financial Advisor Associate at Murdock Financial