The Team

Oldham & Associates

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Our Staff

Kelly Mordini

Kelly Mordini

Paraplanner

CERTIFIED FINANCIAL PLANNER™ professional

More about me...

Contact

kelly.mordini@ampf.com

303.407.1250 Ext. 6723

Qualifications

  • Certified Financial Planner®
Jan Elfner

Jan Elfner

Practice Manager

Paraplanner

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Contact

jan.f.elfner@ampf.com

303.407.1260

Qualifications

  • Fully-licensed with 12 years experience

Roles & Responsibilities

  • Oversees Client Service Management
Susan Cowley

Susan Cowley

Client Service Coordinator

Kim Vik

Client Service Coordinator

Practice Manager

More about me...

Contact

kim.vik@ampf.com

303.407.1250 Ext. 1260