Larry went into business 30 years ago primarily as a business developer and personal consultant. He has assisted several people and companies in designing and growing their own businesses along with developing over 14 of his own, which are still successful and thriving today. These businesses range from communications to the design and development of numerous real estate projects.
Today Larry is the primary consultant with Allied Wealth Financial Group. where he consults highly successful individuals and businesses on ways to increase, protect, and distribute wealth.
Larry was formerly a member on the Board of Directors with four different corporations in Colorado.
Larry went to college at USC where he received his BSBA. When Larry is not hard at work, he enjoys spending time and traveling with his wife, Cindy.
In 2014, David joined Allied Wealth Financial Group as a Social Security seminar presenter. His role has expanded to client development and consulting. After a colorful career as a PGA Golf Professional, David brings his enthusiasm, customer service and business development skills to Allied Wealth Financial Group.
David specializes in retirement income and wealth preservation strategies and has provided services to many families, individuals and business owners. His strength is in the area of retirement and estate planning with the primary goals of continually improving the client’s financial position while protecting their assets. He accomplishes these goals through a blend of financial services that are well defined and personalized to the client’s specific financial needs.
David hosts a weekly radio talk show called Financially Tuned where he shares his financial knowledge and creative strategies. As an engaging and life changing public speaker, David has given dozens of community workshops on personal finance, retirement and Social Security planning throughout the state of Colorado.
David is anxious to share his knowledge and expertise with those seeking sound and predictable strategies in planning for financial “milestones” and retirement. He helps clients with each step of accumulation, preservation and distribution of their wealth.
Chris is a licensed Financial Professional that brings an educational approach to advising. Following the belief that if clients understand the principles behind their investments they will choose what is right for themselves.
Graduate from Colorado State University he received his bachelor’s in finance. Throughout his time in college he worked four different internships, two of which were for private accounting firms. Understanding that investing also includes tax implications is key to any financial decision. Chris has worked for Allied Wealth Financial Group for four years and is looking forward to continuing growth in his teachings with clients.
Chris is a Colorado native and lives in Colorado Springs. When not at work he enjoys being active from fly fishing to golfing he enjoys his time outdoors.
MATHEW GLEY | Accredited Asset Management Specialist ℠
Mathew Gley is a relationship-focused wealth advisor dedicated to individualized attention and seeing clients achieve their dreams. His personalized approach combined with three years of experience in small business efficiencies, wealth accumulation, distribution strategies, and legacy planning provides clients with clarity and momentum from day one. Mathew believes in the value of education and making well-informed, proactive decisions.
Mathew maintains the AAMS® designation with The College for Financial Planning and earned a bachelor’s degree in business management from the University of Phoenix. He honorably served six years as active duty in the US Navy aboard the USS Gettysburg, deployed twice during Operation Enduring Freedom on anti-piracy missions to various combat zones. He is a blessed husband and a grateful father to three boys and enjoys the beautiful outdoor activities of Colorado.
Mathew is devoted to transparent honesty because it is the key to building healthy life-long relationships. A teacher-at-heart, Mathew is dedicated to walking every step of his clients’ journey alongside them.
As a Financial Professional Kelly finds her greatest satisfaction in educating clients and helping them make excellent decisions for their unique situation. With Allied Wealth Financial Group Kelly’s passion is working collaboratively with successful individuals on ways to increase, protect and distribute wealth efficiently.
Kelly graduated from College at California State University, Long Beach where she received a MA in Speech Communication with an Emphasis in Organizational Communication.
Kelly is fortunate to have 2 adult children pursuing their law and medical Doctoral degrees. When Kelly is not engaged with her clients, she enjoys spending time with her husband hiking and going to the movies.
Kris McKinney is a Financial Services Professional who offers a unique and specialized approach to planning for his awesome clients. Kris combines 20 years of strategic military planning with his knowledge of finance and investing to provide comprehensive, insightful and detailed personalized planning for his clients. Kris specializes in helping smart people who have limited time to donate towards investment planning due to business and family demands on their time to achieve and retain the lifestyles they want.
Kris graduated from the University of Oklahoma and succeeded as a military officer meeting many challenges. He was a research meteorologist and leader of a weather flight in Japan, a planner for managed logistical systems, a program manager, and led a military command and control facility. Kris’s problem solving, critical thinking and planning skills have been honed through real-world experiences and are now directly benefitting his clients with specially tailored portfolios. Kris understands the value of building a strong team of experts and knows how to lead the team to achieve success.
TARA NOLAN | Financial Services Professional
Tara Nolan is a High Net Worth Advisor who offers a unique and specialized approach to planning for her awesome clients. Tara combines 15 years of strategic military planning with her knowledge of finance and investing to provide comprehensive, insightful and detailed personalized planning for her clients. Tara specializes in helping smart people who have limited time to donate towards investment planning due to business and family demands on their time to achieve and retain the lifestyles they want.
Tara graduated from the United States Air Force Academy and succeeded as a military officer meeting many challenges. She was an aircraft commander flying C-130 cargo aircraft in combat zones, managed logistical systems world-wide and taught biology to future Air Force leaders at the Air Force Academy. Tara’s problem solving, critical thinking and planning skills have been honed through real-world experiences and are now directly benefitting her clients with specially tailored portfolios. Tara understands the value of building a strong team of experts and knows how to lead the team to achieve success.
Tara decided to focus on innovative methods to support people in a client focused manner. An educator at heart, Tara enjoys taking time with people to learn their needs and desires. Then, she likes to clearly present and explain the options open to them in their wealth building process.
Desiree has 15 plus years of business management experience. She has an associate degree in Elementary Education. She also holds certifications in Medical Office Management, and Medical Billing and Coding. She specializes in organization, scheduling, and managing the administration team. Additionally, she is licensed in Life and Health Insurance in the states of Colorado and Utah. Desiree truly shines with her vast knowledge of Medicare and provides a service to connect people with the right supplemental plan for them. Desiree is a proud mother of two. Her focus is pouring knowledge and time into her children. She also enjoys spending time cooking and gathering people in her home.
Cindy, with 30+ years of banking experience, managed several Wells Fargo locations in Pueblo. As a Personal Banker with Wells Fargo she was the top performer (#1 in the state) for annuity sales and loan insurance for several years. Because of her outstanding job performance with the bank, Cindy won 9 trips to various locations.
She will tell you that her biggest accomplishment is all of the lifelong friends and acquaintances she made throughout her career. She believes if you take care of a customer and you have a genuine concern for them, their future, and their families you cannot help but be successful. Cindy and Larry enjoy traveling all over the world particularly to the BEACH.
Rob has 10 plus years of experience in sales and marketing with several different companies. He also has an EMT certification. His main focus is on providing clients a stress-free scheduling experience.
Much of Rob’s work happens behind the scenes, and is very value added to the process. When Rob is not working, he is dedicated to spending time with his new bride. His hobbies include fishing, hunting, camping, and spending time outdoors. His sense of humor and playful personality bring a smile to many people.
Sarah graduated from the Utah College of Massage Therapy in Salt Lake City, Utah. She was a self-employed massage therapist for almost seven years. She’s a former public area attendant at Great Wolf Lodge. Sarah brings many years of excellent customer service to our office.
Sarah is a mother of one amazing boy. She’s passionate about art and photography. Sarah enjoys taking photographs, drawing nature and wildlife, reading fantasy novels and spending time with her family.