Experienced Team Members
Every member of the G5 Financial Group is experienced and focused on placing the interests of their clients ahead of their own. Each has the integrity, passion and discipline to provide sound financial advice and coaching to you and your family or business, and the problem-solving ability of an entire group to assist with more complex issues.
Principals*
Matthew Adrian
Designations: Registered Representative
Emphasis: Investment planning, retirement plans
(ERISA and non-ERISA), and
executive deferred compensation and strategic planning for small businesses
Education: BA Degree, Drake University
Years of industry experience: 9
mattadrian@g5financialgroup.com
John Alpers, III
Designations: Registered Principal, Registered Representative, and Accredited Asset Management Specialist
Emphasis: Product Analyst and Asset Allocation
Education: AA Degree (with honors), Denver Institute of Technology.
Years of industry experience: 14
johnalpers@g5financialgroup.com
David Asbury, CFP®
Designations: Certified Financial Planner™ (1988), Registered Representative
Emphasis: Individual Financial Planning
Education: BA Degree, Western State College
Years of industry experience: 25
davidasbury@g5financialgroup.com
Scott Forsyth, CFP®
Designations: Certified Financial Planner™ (2003), Registered Representative
Emphasis: Comprehensive Wealth Management and Financial Planning, Proactive Asset Management, Pre and Post Retirement Income Planning
Education: BA Degree, University of Colorado
Years of industry experience: 13
scottforsyth@g5financialgroup.com
Cindy Marker Hegy, CFP®
Designations: Certified Financial Planner™ (1980), Registered Principal, Registered Representative
Emphasis: Individual Retirement Planning
Education: BA Degree, Colorado State University
Years of industry experience: 28
cindymarker@g5financialgroup.com
James P. Hegy
Designations: Registered Representative
Emphasis: Provide growth and income needs specifically tailored for the client using quality stocks and bonds.
Education: BA Degree, University of Colorado
Years of industry experience: 30
Mary Anne Heyman, MSFP, CFP®
Designations: Certified Financial Planner™ (2007), Registered Representative
Emphasis: Elder and Intergenerational Planning
Education: BS Degree, University of Nevada – Reno, MS Degree, Golden Gate
University
Years of industry experience: 9
maryanneheyman@g5financialgroup.com
Michael J. Keglovits
Designations: Registered Representative, Life and Health Insurance License
Emphasis: Financial Planning
Education: BA Degree, Allegheny College
Years of industry experience: 1
mikekeglovitz@g5financialgroup.com
Patrick McKim, CFP®
Designations: Certified Financial Planner™ (1997), Registered Principal, Registered
Representative
Emphasis: Small business retirement plans, income replacement, managed accounts
Education: BA Degree, University of Colorado
Years of industry experience: 18
patrickmckim@g5financialgroup.com
Lou Mortellaro
Designations: Registered Representative, MDRT life and qualifying member, Court of the Table and Top of the Table
Emphasis: Retirement income planning, annuities, mutual funds and life insurance
Education: BS/BA Degree, University of Denver
Years of industry experience: 46
loumortellaro@g5financialgroup.com
Jeffery C. Peoples
Designations: Registered Representative
Emphasis: Retirement planning for teachers and their families
Education: BS/BA Degree, University of Denver
Years of industry experience: 18
jeffpeoples@g5financialgroup.com
William Reynolds, CFP®
Designations: Certified Financial Planner™ (2001), Registered Representative,
Chartered Retirement Planning CounselorSM (2003)
Emphasis: Financial Planning, Asset Management ™ Pre/ Post Retirement Income
Planning
Education: BS Degree, Santa Clara University
Years of industry experience: 10
willreynolds@g5financialgroup.com
Christopher Scott, CFP®
Designations: Certified Financial Planner™ (1997), Registered Representative
Emphasis: Investment Portfolio Asset Allocation, Comprehensive Financial Planning
Education: BA Degree, California State University, Fullerton
Years of industry experience: 27
chrisscott@g5financialgroup.com
Wayne E. Sprenger, CFP®
Designations: Certified Financial Planner™ (1993) Certified in Long Term Care,
Registered Principal Registered Representative
Emphasis: Retirement, investment, long term care and income planning
Education: College of Financial Planning
Years of industry experience: 26
waynesprenger@g5financialgroup.com
David L. Stevens, CFP®
Designations: Certified Financial Planner™ (1992) CPA/PFS (1980), Registered
Representative
Emphasis: Retirement planning, estate planning, comprehensive financial planning
Education: BS Degree, University of Nebraska, MBA Degree, University of Nebraska
Years of industry experience: 23
davestevens@g5financialgroup.com
For information about our Managing Principals, click the links below:
Lowell Adrian, Lawrence P. Finch, Mark Kornblau, Robert Thompson
