Category: Denver

24 Jan 2018

Lisa Rizzo

Senior Vice President – Investments
lrizzo@ffec.com
(303) 643-5963

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.

24 Jan 2018

Anne Perry

First Vice President –  Investments 
aperry@ffec.com
(303) 643-5749

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

Anne Perry started her investment career in 1985 with Smith Barney.  She then became a retail trader at EF Hutton in the municipal bond department. Anne focuses on developing financial plans based on individual’s needs and goals. Communication is critical with relationships with clients. Anne helps clients with connecting their goals and creating a roadmap to financial independence.  Honesty, transparency, and communication are the key to a rewarding practice.

Anne graduated from Regis University in 1983 and has since been enjoying the Colorado living with her husband and flourishing grown kids.

23 Jan 2018

Sarah Nowfel

First Vice President – Investments
snowfel@ffec.com
(303) 643-5957

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

Sarah Marie Nowfel is a First Vice President of Investments with First Financial Equity Corporation, and operates Nowfel Private Wealth Management. Sarah offices out of the Denver Tech Center and works with clients throughout the United States.

Sarah started her investment career in 2000. Prior to transitioning to Nowfel Private Wealth Management she held positions as Regional Vice President at First Trust Portfolios, Regional Vice President at Van Kampen Investments, Vice President at Fidelity Investments, and Director of Client Accounts at Astor Asset Management. Sarah received her undergraduate degree in Communications from the University of Colorado, Boulder.

Sarah works with individuals, families, foundations, and non-profit organizations. She focuses on total wealth planning. Every client is different, and no financial plan should be the same. Her approach is goal identification, plan development, strategy selection and implementation, and timely transparent communication.

The values that inspire Sarah in helping her clients achieve their financial goals are trust, passion, integrity, and communication. Her clients are not just clients they are lifelong friends.

Sarah is a Colorado native and enjoys everything active Colorado has to offer. She played Division 1 college soccer for the University of Colorado Boulder. She races triathlon and loves to travel. She resides in Highlands Ranch, Colorado.

First Financial Equity Corporation (“FFEC”) is a member of FINRA/SIPC, and is a Registered Investment Advisor. Securities and/or Investment Advisory Services are offered through First Financial Equity Corporation. Nowfel Private Wealth Management is not affiliated with First Financial Equity Corporation.

23 Jan 2018

Mark Lindau

President of Lindau Capital
Management (LCM)
mlindau@ffec.com
(303) 643-5671

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

LCM, which operates under First Financial Equity Corporation, is a fixed income asset management firm specializing in fixed income strategies for municipalities, pension funds and private individual accounts.  LCM also provides fixed income consulting to a number of private clients.

Mark Lindau has been in the fixed income management business for over 30 years with most of his career at Merrill Lynch.  Mark held many training seminars for Merrill Lynch advisors over the past years. In addition, he taught finance courses at Southern Illinois Graduate School of Business, Meramac Junior College and taught fixed income management at numerous public educational seminars.  Mark has also written articles over the years on the fixed income markets for numerous publications.

Mark majored in Economics at the University Of Nebraska Undergraduate School of Business and in Finance at the Southern Illinois Graduate School of Business.

The LCM team includes Mark Lindau, President of LCM, and Jennifer Frey, Account Executive.

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

23 Jan 2018

Michael Lee

Financial Advisor
mlee@ffec.com
(970) 618-3963

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

Since 1996, Michael Lee has been helping clients try and achieve their financial goals.  Michael has worked at Merrill Lynch, Morgan Stanley and RBC. He enjoys the freedom and independence of a small more personal firm. He calls himself a local in Aspen, CO with his wife Susie and his twelve-year-old son Lucas. He stays active in the local community by serving as is an officer of the Aspen Men’s Golf League, a long time Aspen Elk’s Lodge member, as well as an active volunteer with several local youth sports teams.

23 Jan 2018

Chris Clark

Principal and Managing Director of Chris Clark Capital Management
cclark@ffec.com
(719) 661-4692

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

Chris Clark associated with First Financial Equity Corporation in 2010 after nearly 25 years with PaineWebber and AG Edwards. He received a degree in Chemistry with cum laude honors from Duke University in 1977 and an MBA in Finance with specialization in investments from the University of New Mexico’s Anderson School in 1981. He gained his early financial skills from employment with Conoco and the Texas Oil and Gas Company from 1981-1986 before entering the investment business. Chris is married with two children.

Clark Capital Management operates under FFEC, Member FINRA/SIPC. Securities and Advisory Service Offered Through FFEC.

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