OPP FINANCIAL AND INSURANCE SERVICES - Key Persons
James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients portfolios while still achieving the returns needed to accomplish the objective of the client. James has achieved the Certified Financial Planner CFP®, less than 10% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, and Retirement Income Certified Professional RICP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey and they have a 1 year old son together and enjoy spending time at the lake together.
Joseph Clark has been providing assistance to retired, pre-retired clients and also independent advisors throughout the country for 23 years. He is an experienced teacher, published author and financial educator. He has extensive knowledge in the areas of preservation and distribution of wealth, retirement planning strategies, reduction of financial risk, lowering of taxes and protecting assets.
Joseph has earned his CFEd® certification with the Heartland Institute of Financial Education.
Joseph teaches health care planning and Income planning for retirees and pre-retirees. This experience has allowed him to become a successful advisor while assisting his clients in enhancing their piece of mind.
Joseph and his wife, Kimberly reside in Littleton, Colorado. They are the proud parents of three children: Haily, Kaira and Ivaiah, Grandson Makaio
Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them.
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael's belief-in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football and track and field for over 17 years. He also has been married to his wife Tamalynn since 1996. They are proud parents of three children Brady, Lance and Elena.