Our Team

Jared Sosa is an LPL Investment Advisor Representative has been dedicated to his growth and serving others in the financial industry since 2000. His passion for helping others grew while being in the mortgage industry and seeing how unprepared many Americans were to properly protect their families and save for their futures. In 2004, he shifted his focus to educating and helping people to reach more of their life goals, and he does this by providing a custom financial and wealth strategies along with regular check-ups.

Jared believes that a successful financial or wealth strategy is more than just helping with one's investments, he looks at the overall view with his clients by incorporating life, disability, and long-term care insurance to go along with retirement planning, college planning, tax strategies, and estate planning.

Jared lives has lived in Colorado since 1990 and attended the University of Colorado at Denver where he earned his undergraduate degree in Business Administration with an emphasis in Finance and International Business. He is married with two children, and enjoys hiking, fly fishing, snowboarding, and traveling abroad.

Kevin Jinkerson is an LPL Investment Advisor Representative and has been in financial services since 2012. He previously focused on small business benefits and 401(k) plan sales. In working with small businesses, he saw the need to support people in their financial goals by providing them with a well-rounded strategy.

Kevin believes in looking at the big picture with his clients, tying in life, disability, and long-term care insurance to go along with retirement planning, college planning, tax strategies, and estate planning. Having personally lived through the challenges of both parents passing away at a young age, he is focused on providing education to empower his clients to make smart financial decisions and make sure that they and their families are protected.

Kevin is originally from San Francisco, but he moved to Denver in 1999 to attend the University of Denver for both his undergrad and MBA. He is married with two children and enjoys skiing, golfing, scuba diving, and traveling for relaxation and experiences.

Ed has been in the financial industry for over 20 years.  He started in the residential real estate financing world in 2000 while still in college at CU Denver. Graduating with a Bachelors in Business from CU, Ed had a vision of helping people with more than their debt and decided to get licensed as a financial planner in 2004.  Ed has a true passion for helping clients develop a clear plan for their financial success.  Ed focuses on developing custom solutions that help individuals, families and small businesses with everything from disability, life or long-term-care insurance to investing in their IRA or 401k. 

Charitable causes are also close to Ed’s heart.  In 2012, he started and still runs a mentor program for kids ages 6-12 who are in the foster care system in the Denver Metro area.   When he’s not working with clients or kids, Ed enjoys golfing, skiing and traveling as much as he can.  

Chris Acuna is an LPL Investment Advisor Representative who has been dedicated to his growth and serving others in the financial industry since 2010. His passion for helping others grew while being in the Real Estate industry and seeing how unprepared many Americans were to properly protect their families and save for their futures. He shifted his focus to educating and helping people to reach more of their life goals, and he does this by providing a custom financial and wealth strategies along with regular check-ups.

Chris believes that a successful financial or wealth strategy is more than just helping with one's investments, he looks at the overall view with his clients by incorporating life, disability, and long-term care insurance to go along with retirement planning, college planning, tax strategies and estate planning.

Chris lives has lived in Colorado since 1992 and attended the Mesa State College in Grand Junction where he earned his undergraduate degree in Business Administration. He is married with three children, and enjoys playing & coaching hockey, pickle ball, and traveling abroad.

For two and a half decades Abe has been putting his passion to work helping people transform their financial lives. A successful entrepreneur in many ventures, he is a highly sought-after advisor, educating clients of all economic stages. Seasoned business owners & executives seek his help and advice – for their employees through his powerful Money 101 Financial Fundamentals program, and for themselves, to protect and grow what they’ve spent their whole lives building.

Business leaders have the toughest job in all the American landscape – being good stewards constantly pulled by competing priorities. Leveraging his unique experience, Abe helps them navigate scaling & growth, maturing, & successful exits. Each stage requires prescient insights, strategies, advice & support in executing a holistic financial plan tailored to preserve what they’ve built for their families and their legacy.

Protecting, preserving and growing what they’ve spent a lifetime building is his pursuit and passion. Abe & his team utilize tax strategies and planning, risk management and estate planning strategies toward these goals.

Abe received his BS in Business Management from Colorado Christian University. He and his wife raise their family in the Denver area, while serving clients throughout Colorado & surrounding states. For over 10 years, Abe and his family have proudly supported All-Stars Club, a nonprofit dedicated to helping friends with special needs (allstarsclub.org), as well as other local charities.

Li Tian, Ph.D, CFP® is an LPL Investment Advisor Representative who has been dedicated to learning and serving others in the financial industry since 2012, when she started her transition from biotechnology field as a business executive. Her passion for helping others grew as she helped individuals and families to build stronger financial foundations for their future. She enjoyed educating people on all matters related to finance, in helping her clients as well as teaching the general public.

Dr. Li is a strong believer in holistic financial planning, which led to her obtaining the CFP® certification. She believes that the investment strategies, tax strategies and estate planning, including life, disability, and long-term care insurances, as well as retirement planning, college planning, should serve one’s overall financial goals. And that everyone should have a clear financial strategy so they can enjoy their lives to the fullest extent.

Dr. Li obtained her Ph.D. from School of Medicine at University of Southern California, and her Bachelor of Science degree from University of Science and Technology of China. She is married with two wonderful adult children, and enjoys swimming, traveling, and volunteering. She and her family have lived in the North San Diego County since 2005.

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Felix LeMarinel is an LPL Investment Advisor Representative providing financial services to clients in his community and all around the country since 2004. His background includes a Master of Education and Human Resource Development degree from The George Washington University in 1995. Originally used to create education and training programs for productivity, utilizing automation and human capital, he turned his sights to educating people on how money works in 2004 because of what he felt was a lack of financial training in our education system.

He is strongly committed to educating people with not only understanding and embracing key financial concepts, but also with assisting them to pursue their financial goals no matter what season of life they find themselves. For that reason, it is never a "one size fits all" philosophy.  Plans are customized to the needs of the client, and the client experience is simple to understand and yet state of the art. His qualifications stretch into not only retirement planning, but also into life insurance, long-term care, market, fluctuations and mitigating tax and inflation issues utilizing investment strategies.

Felix has lived in Colorado since 1998, is married with five boys, enjoys golf and traveling in his spare time. 

Hailey was born and raised in Colorado, beginning her journey in the financial sector in 2015 as a bank teller. While studying psychology at the Community College of Denver with aspirations of joining the therapy field, she discovered a deep passion for the financial industry while in banking. Drawn to the dynamic nature of the industry and the opportunity to build meaningful relationships with clients, Hailey transitioned her career focus. Over the years, she has cultivated an impressive skill set by excelling in both front-line and back-office operational roles, earning a reputation for her attention to detail, problem-solving abilities, and commitment to exceptional service. Her comprehensive understanding of the financial industry, combined with her adaptability and dedication, has allowed her to thrive in various capacities and become a trusted professional in the field.

Beyond her professional life, Hailey is a devoted dog mom to her beloved Goldendoodle. She enjoys traveling, indulging in diverse cuisines, movie nights, and has a keen sense for fashion.

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Deanna was born and raised in New Mexico, where she received her education at New Mexico State University.  She earned both her Bachelor’s and Master of Accountancy, along with minors in Finance and Information Systems.  After graduating, she moved to Colorado and began her career at a Big 4 accounting firm, specializing in auditing public and private companies.  Over two years, she also earned her Certified Public Accountant (CPA) license.

Driven by a passion for building relationships and helping individuals achieve their financial objectives, Deanna has transitioned into the financial services industry.  She is highly organized, proactive, and dedicated to providing meaningful support to clients.  Her long-term goal is to become a licensed Financial Advisor, where she can continue helping individuals build financial security and success.

Outside of work, Deanna plays percussion in the Thornton Community Band and competes in fast-pitch softball and volleyball.  She also enjoys spending time with family and friends, cooking, and trying new experiences.

Carlina was born and raised in Western Colorado and has built a career spanning public service, information technology, and financial services. Having navigated long-term care challenges within her own family, Carlina is deeply committed to educating and guiding others through the complex decisions that arise in life’s later years.

Carlina utilizes her skills as a financial advisor and as assistant to Abe & Chris. She earned both a Bachelor of Science in Information Technology and a Master of Business Administration from the University of Phoenix. She is the proud mother of two married adult children and grandmother to an incredible college-aged grandson. In her free time, she enjoys music, research, cooking, reading, and time with her friends, her family, and her cat.