Category: Denver

Denver Tech Center
Terrace Tower
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

Denver Tech Center
Terrace Tower
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

Eric Kammerer is a Senior Vice President-Investments with First Financial Equity Corporation (FFEC). With 17 years of experience in banking and the wealth management industry, Eric enjoys working with a select number of individuals, institutions and families. Prior to moving to FFEC, Eric worked for Wells Fargo Advisors in Denver for 10 years and before that Morgan Stanley in Denver.  Eric received his Finance Degree from Ball State University Muncie, IN.

Eric specializes in fee based asset management in lieu of charging commissions. He utilizes a broad base of traditional investment vehicles including stocks, mutual funds, bonds, REITS and variable annuities.  He customizes each plan according to the client’s needs and wants.  Eric strives to deliver the best possible customer experience to each and every client.

Eric moved to Colorado in August of 2000 from Indianapolis, IN and enjoys spending time with his oldest brother and 3 nephews.  Hobbies include mountain biking, wake boarding, running and snow skiing.

Denver Tech Center
Terrace Tower
5619 DTC Parkway Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

I’m a CERTIFIED FINANCIAL PLANNER™ with over 30 years of experience in the investment and wealth management industry. I specialize in helping high net worth executives and executives at public companies with investment management, retirement planning and risk management.

Whether you’re investing to build wealth, protect your family or preserve your assets, our personalized service focuses your needs, wants and long-term goals. After we learn more about you, we’ll help you identify the personal finance strategies that can improve your lifestyle today and provide the foundation for a sound (maybe even early) retirement in the years ahead.

For more information visit www.executivewealthplanning.com

Denver Tech Center
Terrace Tower
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

John Avey grew up in Ft. Lauderdale, Florida and attended the University of Florida for 6 years, getting an MBA in Finance and Economics.  He moved to Denver in 1983 and got a job with Merrill Lynch as an account executive.  He was there for 2 years, then move to Dean Witter where he worked for the next 8 years. In 1993 John joined Colorado State Bank and set up their brokerage department, CSB Investments, where he was the principal and only retail broker. In 2006 Bank of Oklahoma bought Colorado State Bank, the brokerage unit was called BOSC. In January 2016 John left BOSC to join First Financial Equity Corporation.

John and his wife, Catherine, have 2 sons in dental school at CU Medical Center as of 2018. They live in the foothills near Morrison for the past 30 years. He enjoys mountain biking, water skiing, snowboarding skiing, and camping & boating.

Denver Tech Center
Terrace Tower
5619 DTC Parkway Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

Yanofsky Wealth Management believes that every Financial Advisor has a responsibility to guide their clients toward successful money strategies. We have complete confidence in our ability to lead our clients throughout their financial lives.

Joseph I. Yanofsky is the Managing Partner of Yanofsky Wealth Management. He has been offering financial advice and wealth management services for 35 years and has a vast knowledge of markets and a wide variety of investments. He specializes in money management and strategic wealth planning.

Yanofsky Wealth Management, Operating Under First Financial Equity Corporation, Member FINRA / SIPC. Securities and Advisory Services Offered Through FFEC.

Denver Tech Center
Terrace Tower
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

Leonard F Waldmann III “Len” has been in the financial services industry for 30 years. He spent 5 years at Merrill Lynch, 23 years at Morgan Stanley and has been with First Financial Equity Corporation since 2016. Len works with all types of clients including, business owners, professionals, executives, foundations/endowments, and high net worth/ multi generation families (i.e. grandparents, parents, children) etc. His areas of expertise include portfolio management, asset allocation, risk management, retirement income, estate planning, and business continuation/succession.

Len is the oldest of four siblings, and attended Brown University. He and his wife, Robin, have been married 30 years. He enjoys reading, sports, food & wine. Leonard and Robin are involved with charity work; enjoy traveling and experiencing different cultures, history, people, and art.

Denver Tech Center
Terrace Tower
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

Tammy Steffen has served in the financial services industry for more than 33 years and currently serves as the Chief Compliance Officer of FFEC. While at Morgan Stanley, as the Complex Operations Manager, she was responsible for managing all daily operations and administration for three local branches. Upon joining FFEC, Mrs. Steffen’s role cultivated into managing all operations, compliance and client relations.

Mrs. Steffen’s greatest love is her family, husband John and daughter Katie. She enjoys gardening and reading.

Denver Tech Center
Terrace Tower
5619 DTC Parkway Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

Denver Tech Center
Terrace Tower
5619 DTC Parkway, Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959

With 37 years of experience in the financial services industry, Lisa Rizzo is Senior Vice President-Investments in the Denver Tech Center office.  Her focus is on offering comprehensive wealth management planning services to help her clients address their investment goals.  Lisa strives to deliver the best possible customer experience to each and every client.  She studied at Armstrong Atlantic College in Savannah, Georgia.

Lisa supports numerous charitable organizations, including the Lupus Foundation, the American Red Cross, The American Heart Association and the Association for Retarded Citizens.  A native of Savannah, Georgia, Lisa moved to Denver in 1981.  Lisa enjoys spending time with her husband, friends and family.

Denver Tech Center
Terrace Tower
5619 DTC Parkway Suite 1050
Greenwood Village, CO 80111
(877) 591-5959  |  (303) 643-5959