The SHJ Wealth Advisors wealth management team is comprised of nine (9) Certified Financial Planner™ professionals and five (5) financial specialists. Together, they bring the utmost investment expertise to help your financial portfolio thrive at any stage of life.
Financial Advisors
Our team of nine (9) Certified Financial Planner™ professionals have a true depth of knowledge and experience in asset management that we offer our clients. Our financial advisors are the go-to team that helps guide clients of the firm through their wealth management achievements.
Lawrence E. Howes, MBA, CFP®
MBA, CFP®
Lawrence Howes, MBA, CFP® is a founder and principal of SHJ Wealth Advisors. He is the firm’s Chief Financial Officer and Economist. He specializes in fixed income investments. Larry served on the Investment Committee of Pinnacol Assurance overseeing the management of its investments.
Joel B. Javer, CLU, CFP®
Joel B. Javer, CLU, CFP® is a principal of SHJ Wealth Advisors where he chairs the investment department, and is in charge of equity and fixed income research. He is the firm’s Chief Compliance Officer and, in addition, he creates custom investment portfolios for individuals and pension plans. Colorado State University, in conjunction with the American Association of Retired Persons (AARP), has enjoyed Joel’s presentations on investment planning at their semi-annual programs for many years.
Karlton D. Childress, CFP®
Karlton joined SHJ Wealth Advisors in September of 2000 and became a shareholder of the firm in 2005. He currently serves on the firm’s Investment Committee and Financial Planning Committee. In preparing personal financial plans for clients, Karlton continually places a significant amount of emphasis on gaining the perspective of each individual client and addressing the “big picture.”
Harold W. Kirschner, MBA, CFP®
Harold joined SHJ Wealth Advisors in 2003. He sits on the firm’s Investment Committee, is a member of the firm’s Investment Department, and handles Compliance for SHJ. He has been providing personal financial planning and investment management services to clients since 1998.
Melissa J. Baldwin, CFP®
Melissa Baldwin, CFP® joined SHJ in January 2011 and became a shareholder in May 2019. As the Financial Planning Coordinator, she is a prolific writer of Financial Plans, works directly with clients, and has assumed leadership of the firm’s compliance, strategic planning, and business development initiatives. Currently, Melissa serves on the firm’s Financial Planning Committee and Investment Committee and is also a member of the Financial Planning Association of Colorado.
Claire Schulte, CFP®
Claire began her career in financial services in 2013 with a wealth planning team in Missouri, before moving to Denver in 2014 and joining a global asset management firm. She is excited to bring what she has learned in client service, portfolio analytics, and wealth planning to SHJ.
Cody Campbell, CFP®
Cody joined SHJ Wealth Advisors as a financial advisor in 2019. He has previously worked at one of the largest RIA’s in the country, providing wealth management advice and services to high net-worth clients since 2015. He has a passion for helping clients put together the puzzle pieces of their financial picture and simplifying their lives.
Brad Conover, CFP®
Brad joined SHJ Wealth Advisors as a financial advisor in 2021. He started his financial services career in 2016 in the Private Wealth industry here in Colorado. A CERTIFIED FINANCIAL PLANNER™ with close to five years of wealth management and client success experience for a variety of individuals, Brad consistently brings a financial planning mindset to help clients of all ages preserve and grow their wealth.
SHJ Specialists
Our group of financial specialists are tactical experts within the organization, serving unique roles that help streamline the entire wealth management process for new and existing clients alike.
Scott Brookes, AIF®
Scott is the Director of Retirement Plan Services for SHJ Wealth Advisors. Scott joined the firm in October, 2007 to help businesses research, establish and manage corporate retirement plans, such as 401k plans.
Jessica Sare
Jessica joined SHJ Wealth Advisors in March 2011 after working 3 years in the wealth management group of a private bank, and 10 years in the banking industry.
Kerry Poorman
Kerry takes primary responsibility for placing trades in clients’ accounts as well as managing the firm’s investment database. She is also in charge of the quarterly reports clients receive. Kerry brought 15 years of experience in the investment management industry when she joined SHJ Wealth Advisors in 2006.
Dan Brascetta, CFP®
Dan joined SHJ Wealth Advisors in June of 2021, as the firm’s Business Development Manager. Prior to joining the team, he spent a number of years in the RIA space, both as an advisor and an investment consultant. After seeing the many different types of RIAs out there, Dan was impressed by the work SHJ does and wanted to help increase the impact the firm can have on people.
Stephanie Shellenberger
Stephanie joined SHJ Wealth Advisors in December 2018 after working 2 years in the advisor services group at a very large brokerage firm. She has 7 years of experience in the financial services industry.
In Memoriam
Eileen M. Sharkey, CFP®
Eileen M. Sharkey, CFP® served as Co-founder and Principal of SHJ Wealth Advisors, until her retirement on December 31, 2020. Eileen was a pioneer in the industry and remained a dear friend of the firm until her passing on April 19, 2021. Eileen will be truly missed but never forgotten as her wisdom, kindness, inspiration, and impact will live on as we look forward to carrying on her legacy for many years to come.
