INDIANAPOLIS, May 3, 2017
(Original content leader text goes here.) Denver Art Museum, Finalist Plan Sponsor of the Year 2020. Our long time client.
An Accredited Investment Fiduciary with over 20 years in the financial services industry, Tom focuses on helping businesses and non-profit organizations of all sizes to create the best retirement plans for their employees.
Working with owners, boards of directors, executives and HR advisers/professionals, Tom’s goal is to provide the best, most cost effective retirement plan solution for your organization.
Tom has been an active member of the community, serving on the Board of Directors for the Rotary Club of Denver, as well as the Renewable Energy Initiative Committee and Cultural Business Alliance of the South Metro Chamber of Commerce. He has lived in the Denver community for over 15 years with his wife and 2 children. He is a wine and food aficionado and horse enthusiast. Tom is a graduate from West Virginia University with a degree in Finance.
He started his career with AG Edwards, working with individual clients to develop a roadmap to retirement. Tom joined American Portfolios in 2006 where he worked with individuals in Private Wealth Management. Now, at Work Plan Retire, Tom partners with employers to make sure their employees have a successful retirement.
Tom is a Registered Investment Advisor (RIA), an Accredited Investment Fiduciary (AIF), and has won the Five Star Professional Wealth Manager Award 5 years in a row.
Leonardo Espin is the President and CEO of Florida-based SMART Group of companies. A-Smart College Funding Strategies is the educational component of the Group Advisory. Leonardo thrives his practice on helping financial literacy. He has served clients’ financial needs since 2007.
SMART Advisory Group is a full-service firm catering to the wealth management, college admission prep, college funding, and retirement planning needs of pre-retired and retired clients. It is the goal of the firm to help clients address their financial doubts and plan to secure stable financial wellness.
In his practice, Espin helps clients overcome their concerns about stock market volatility, rising taxes, saving enough to last the duration of their retirement and more. After working for more than 10 years with members of the Florida Retirement System (Educators, Firefighters and Police department), he understands the very unique focus on his practice by helping people FIND THE MONEY that they are currently losing unknowingly and unnecessarily in order to achieve wealth to secure the financial independence.
In addition, he strived to “bust” conventional wisdom of financial myths. Some of his workshops topics included: why the “Buy and Hold” investment strategy is a thing of the past; complacency and your money; myths associated with financial products; how not to be a slave to the lender; retirement income 4% rule, Pay for college without breaking your retirement goals and more.
Espin’s credentials include a Bachelor of Science in Business Administration with an emphasis in accounting, a Master of Tax Law National School of Administration and Public Finance in Caracas, Venezuela. In Addition, he earned an MBA in Finance and Hospitality Management at Lynn University in Boca Raton, Florida. He has furthered his education by taking the necessary coursework at Florida Atlantic University to obtain CERTIFIED FINANCIAL PLANNER™ designation. Currently he is a Registered Representative with life and health insurance licensed in Florida.
Leonardo has been married to his wife for twenty years and has 7-year-old twins. Leo is an occasional golfer, boater, poker fanatic. Also, he enjoys pool-cookout’s, giving back to his community in any way possible, and traveling with his wife and children.
Leo assists employees seeking financial independence. Employees face many decisions regarding retirement, college planning, insurance needs, budgeting and many other factors critical to financial health. Leo has many years of experience helping people navigate these difficult decisions.
Tyler Linkowski is the Director of Employee Care at WorkPlanRetire since 2018 and an Independent Wealth Advisor at Maia Wealth RIA. Tyler specializes in helping individuals and their families create their customized financial path focused around their current and long term goals. His idea of financial security not only utilizes unique strategies to maximize the best use of client assets, but strives to illuminate his clients’ understanding of their path while simultaneously fostering emotional peace of mind and inspiration. His passion is for calming those that feel overwhelmed, unaware, or hesitant about their financial picture and morphing all their fear of money into comfort and excitement. His role as Director of Employee Care is to help companies align their employee benefits to specifically fit their people’s needs, thereby reducing financial scarcity and creating a workplace culture with lower stress and higher productivity. Tyler graduated in 2013 from University of Colorado at Boulder with a BSBA from the Leeds School of Business and is now a licensed Investment Advisor with his Series 7 and Series 66.
With over twenty years in the financial services industry, Kris Tower is one of Colorado’s leading experts in financial planning for individuals, families, and small business owners. As Senior Managing Director with American Portfolios Denver, Kris guides clients through investment strategy, future financial planning, and execution of financial goals as they navigate investment opportunities. He also provides direction on investment management, retirement savings, and converting retirement savings into a reliable income stream at the time of retirement.
Kris is the Senior Managing Director of American Portfolios Financial Services, a Certified Financial Planner® (CFP), Accredited Investment Fiduciary® (AIF), and a Certified Plan Fiduciary Advisor® (CPFA). He serves on the Legislative and Regulatory Issues Committee (LRIC) of the Financial Planning Association, a 23,000-member organization that is the principal professional organization for Certified Financial Planners. Kris is the 2019 President of the Colorado Financial Planning Association. He also serves on the Financial Industry Advisory Committee to the Colorado Securities Commissioner and is a former member of the Producer Advisory Council to the Colorado Insurance Commissioner.
Kris is a Montana native, a University of Wyoming graduate, and has lived in the Denver community for over twenty years. He also serves on the leadership board of the STAR Institute, which provides assistance in improving the quality of life for children, adolescents, and adults with Sensory Processing Disorder (SPD) and their families.
In 2019, Kris was named as a Five Star Wealth Manager for the eighth consecutive year.
Kris Tower is licensed to conduct business in the following states: AZ, CA, CO, FL, IA, ID, KS, LA, MI, MN, MO, MT, ND, NE, NH, NJ, NM, NV, OK, PA, SC, SD, TX, WA, WI, WY.