Broker Check



Patrick S. Jolliffe, AIF, ChFC

President and CEO

Patrick S. Jolliffe earned a BSBA in Management from the University of Denver. In 1994, Pat founded Jolliffe Financial Services where he began working as a Registered Representative and Financial Consultant specializing in Personal...
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Shawn Mercer

Vice President and Safe Money Strategist

Shawn began his career in the insurance industry since 2001. A pioneer in safe strategies for senior clientele, Shawn has specialized in principally guaranteed safe income strategies utilizing guaranteed insurance contracts...
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Stephanie Berardi

Office Manager

Stephanie recently began her experience with the financial planning industry, but for the past twelve years she has contributed superior customer service through various industries, including bankruptcy law and accounts receivables....
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David B. Crandell

Investment Advisor

David B. Crandell was born October 2, 1948, and has over 30 years of financial industry experience, a great deal of which has been while serving in retail brokerage and constructing client portfolios consisting of mutual funds and...
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Kirk Freedle, ChFC

Financial Consultant

Kirk Freedle is a Chartered Financial Consultant. He has been assisting firefighters, municipalities, individuals, and businesses with their investment and financial planning since 1994. His years of experience in planning have...
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Eric Hamilton

Director of Tax and Compliance

Eric Hamilton is a consultant with Hamilton and Associates, PC, of Council Bluffs, Iowa., a full-service Certified Public Accounting firm. Mr. Hamilton holds a law degree and specializes in securities compliance law and individual and...
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David Mascio

Managing Principal & Chief Investment Officer Della Parola Capital Management, LLC

David is the Founder of Della Parola Capital Management. He is also an Adjunct Professor of Finance at Colorado State University’s College of Business. David earned a B.A. in Economics and Business Management from the University of New...
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