REQUEST YOUR PERSONAL COMPLIMENTARY FINANCIAL REVIEW
MEET OUR FOUNDERS
John is a nationally recognized Financial Educator, Speaker, and Author, whom you may have seen as a guest many times on financial shows such as CNBC’s Squawk Box and Power Lunch. You may have also heard him as the premier financial guest on KHOW 630AM’s daily show, The Troubleshooter with Tom Martino. Goodhue has recently Co-authored his second book on advanced strategies to reduce income taxes and eliminate estate taxes. He is the creator of the Smiling Through Retirement™ Process and has been interviewed by Kevin Harrington, original Shark on the multi EMMY® Award winning TV series, Shark Tank, and by James Malinchak, featured on ABC TV’s Hit Series, Secret Millionaire. They also interviewed such notables as country music star Martina McBride and renowned economist Roger Ibbotson.
Brian is a nationally recognized Financial Educator, Author, Speaker, and Financial Planner, whom you may have seen in or on NBC, ABC, CBS, and FOX network affiliates and Fortune, Money, Bloomberg Business, Kiplinger, Wall Street Select, Market Watch, Denver Business Journal, Denver Post, Yahoo Finance and others. Also, you may have heard him as the premier financial guest on KHOW 630AM’s daily show The Troubleshooter with Tom Martino. Gray is the Co-Author of Smiling Through Retirement and Giving Transforms You published in 2018. He has been interviewed by Kevin Harrington, original Shark on the multi EMMY® Award winning TV series, Shark Tank, and by James Malinchak, featured on ABC TV’s Hit Series, Secret Millionaire. They also interviewed such notables as country music star Martina McBride and renowned economist Roger Ibbotson.
MEET THE TEAM
If you’ve ever heard Ray’s APO Process ™ at any of the dozens of classes he teaches annually, you likely have heard a portion of the childhood events that shaped his life. His parents divorced when he was 4 years old and Ray was raised by a single parent who was plagued by drug and alcohol addiction. A broken family and financial hardship early in life created a drive in Ray to truly value what matters in life – family and helping others.
Chris is a contributor to many of the nationally-recognized educators and authors at APO Financial, Inc. You may have seen him on NBC, ABC, CBS, and Fox network affiliates and Fortune, Money, Bloomberg Business, Wall Street Journal’s Market Watch, Denver Business Journal, and others. He is a retirement planning educator and speaker.
Melissa joined APO Financial in April 2016 and currently serves as the Operations Manager. Melissa oversees the day-to-day operations of APO Financial and enjoys fostering a culture that promotes customer focus and service, ethical practices, and encourages individual integrity. Melissa can be found seeking out new opportunities to service our clients’ needs and ensuring that APO Financial runs efficiently.
Ashley joined APO Financial in November of 2015 and has over three decades of sales and marketing experience. Leading the Marketing Department, Ashley’s primary focus is the planning and management of all the company’s retirement, tax, and social security workshops, and special events. She also oversees all social media marketing and book campaigns.
Caitlin joined APO Financial in August of 2014. Caitlin is a driven individual, earning her way from serving as the firm’s receptionist and appointment scheduler to her current position as the firm’s primary financial paraplanner, helping the firm’s financial advisors’ design retirement plans for all the firm’s clients.
Amanda joined APO Financial in May 2019 and with her she brought over 10 years of experience in professional Office Executive, Human Resources & Management positions. A track record of strong performance in high-volume, high-pressure environments, Amanda skillfully manages administrative roles and client relations for her colleagues at APO Financial
Kimme joined APO in September of 2017. She is the Marketing Assistant with focus on developing content for APO’s YouTube channel, but also assists with clerical duties in our Westminster office.
During her time away from work, Kimme enjoys cooking and being with her family.
“Don’t Worry, Be Happy”