ALIGNMENT FINANCIAL - Key Persons
Job Titles:
- Marketing Specialist
- Office Manager
Jessi is the office manager of Alignment Financial. She will be handling new accounts, new client onboarding, servicing, and most of the marketing initiatives.
Jessi originally is from Illinois but traveled to Wisconsin for four years to go to college. Jessi earned her Bachelor of Science degree at the University of Wisconsin - La Crosse studying marketing. After graduating, Jessi wanted to venture out of her home state of Illinois and became a Coloradoan.
Jessi enjoys spending quality time with family and friends, exploring new places, and building new relationships.
Job Titles:
- Client Service Coordinator
Jocelyn is client service coordinator of Alignment Financial. She will be the point of contact for all our clients' questions and servicing needs.
Jocelyn has her Bachelor of Arts from Metro State University of Denver and will finish her MEd from MSU in July. She is a Special Education and Affective Needs academic coach and has owned her own business in Colorado since 2002. Jocelyn loves everything related to her faith and her family but especially enjoys spinning exotic fibers into yarn. She lives in Parker with her husband, Ryan, and their three children, three dogs, three cats, and three guinea pigs.
If you could change your name, what would it be? I would go with my father's family's name of Fitzgerald because I have always wanted to channel my inner Boudica.
Job Titles:
- Co - Founder
- Insurance Agent
- President
Ken is co-founder and President of Alignment Financial. While serving a mission in Brazil for his church, Ken developed a love for what he calls the "aha moment". Combined with his affinity for finance and strategy, he found a perfect fit in helping people find their financial aha moments.
Growing up with a father in the military, he was raised with a belief in personal responsibility and living life intentionally, with no excuses. His clients know his first priorities are to God, his wife Heather and his five kids. He believes his clients are owed all of his energy, expertise, and attention when he's with them.
Ken has many years of experience in the industry, from helping new families protect their financial futures to retirement income planning through fixed products. All of that being said, he finds the most fulfillment from helping his clients align their values with their financial decisions, thus helping them live fulfilled lives now and in the future.
With his ongoing commitment to service, Ken is an active volunteer through several aspects of the community. He enjoys playing sports, quality time with his family and traveling to new places.
Job Titles:
- Life Insurance Specialist
Job Titles:
- CEO
- Co - Founder
- Financial Advisor
- Investment Advisor
Scott Graves is the co-founder of Alignment Financial, a small business and independent financial services and retirement planning firm located in Denver. He is a licensed investment advisor with Portside Wealth Group an SEC investment advisory firm.
Scott earned a Bachelor of Music degree and Master of Arts in Education from the University of Denver, and he taught music in public schools for many years in rural and suburban schools.
Scott became a financial advisor in 2012, and his approach to financial advising reflects his background as a teacher. He went on to serve as President of Rocky Mountain Financial Designs, and in 2021 co-founded Alignment Financial with friend and colleague, Ken Riewerts.
His passion remains for educating people on their options so they can feel confident in making informed decisions. Scott maintains relationships with hundreds of clients across 12 states working with him for guidance with their financial goals and retirement plans, and the company continues to grow and innovate.
In addition to working with his clients, actively serving in the community remains an important part of Scott's life, which he does through volunteering in the local middle and high school bands, through his work with Boy Scouts as a former Cubmaster and Scoutmaster, as well as various faith-based callings through his church.
He maintains his love of music and family, and enjoys traveling, boating and camping with his family.
Scott Graves is an Investment Advisor with and offering advisory services through Portside Wealth Group, LLC, a SEC registered Advisor. a SEC Registered Investment Advisor. Insurance products offered by Scott Graves or Ken Riewerts are offered through Alignment Financial Advisors.