About APO Financial
APO Financial was built to serve people
not portfolios
After experiencing personal loss and witnessing the impact of financial missteps firsthand, our founder, John Goodhue, left the legal world and devoted his life to helping families retire with confidence.
He designed APO around holistic planning principles that ensure no piece of your financial picture is overlooked.
With offices in Colorado, Michigan, and Florida, we combine decades of professional expertise with a warm, approachable team that treats you like family.
Our Laurium office is led by longtime educator and coach John Croze, a trusted local voice now using his math and teaching background to help retirees make smart, informed decisions.
When you meet with us, you’ll experience something different:
1. Honest conversations
2. Educational guidance
3. A holistic plan designed around you
meet our team
executive team
John Goodhue
CEO
Rita Krans
Chief Operating Officer
Caitlin Stockham
President
Colorado Office (Home Office)
David Piatt
Director of Insurance Solutions
Heather Knodel
Director of New Business and Client Services
Kim Peterson
Director of Strategic Operations
Mike Brannon
Lead Advisor
Emma Piatt
Marketing Coordinator
Kristina Larson
Client Services and Onboarding Specialist
Cassie Shankweiler
Client Engagement Specialist
Charlie Reed
Special Projects Manager
Dylan Krans
Relationship Advisor, CO
Matthew Shields
Relationship Advisor, CO
Michigan office
John Croze
Lead Advisor, MI
Lizzie Maki
Marketing Director
Heaven Hawkins
Executive Assistant to the COO
Joni Carlson
Operations Manager, MI
Florida Office
Scott Mallernee, CRPC®
Lead Advisor, FL
