Team Members

Team Members

The Alisiani Finanical Group strives to provide the best client service by operating as a team rather than individuals. As a team, we believe in over delivering on promises and following through on commitments. Our clients would share that the team puts client interests ahead of their own, and goes beyond the call to help them with all their financial planning needs. Together, we have over 16 years of experience and are dedicated to helping each and every client achieve their financial goals. Please don't hesitate to reach out at any time.


 
Ross Crippen Alisiani

Ross Crippen Alisiani, CFP®, ChFC®, RICP®, CLU®, CLTC®

Wealth Management Advisor
Office 303-300-5525
 
Colton J Duffy

Colton J Duffy, CFP®, RICP®

Financial Advisor
Office 303-300-5508
 
Elizabeth M. Duffy

Elizabeth M. Duffy

Director of Operations
Office 303-758-5175
 
Trent M. Jones

Trent M. Jones

Associate Wealth Management Advisor
Office 303-758-5175
 
Cody W. Kopf

Cody W. Kopf

Associate Financial Representative
Office 303-758-5175
 
KD Franey

KD Franey

Director of Selection
Office 303-300-5542
 

Advisory Investment Team

The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. Alisiani Financial Group has direct access to the investment consultants who assist in addressing specific client needs by providing enhanced portfolio analytics, investment research and guidance.

NMWMC Advisory Investment Team

 

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck