Our Staff
Dedicated to Your Financial Success
At Aspen Creek, our staff is the backbone of our personalized and client-focused service. Each member of our team is committed to delivering exceptional support and expertise, ensuring that your financial journey is seamless and successful.
Julie Demaree
Director of Advanced Business and Tax Planning
Patti Caya
Director Communications
Holly King
Director of Contracting & Licensing
Alyssa Falk
Director Marketing
Annalene Hoffman
Director New Business
Kaitlyn Goodman
Director of Onboarding
Shaena Peebles
Senior Internal Consultant
Jarod Houfek
Internal Consultant
Jeremy Hernandez
Paraplanner
Chris Nissen
Excel Programmer
Angela Haydel
Executive Assistant
Lisa Herburger
Executive Assistant
Angela Martinez
Annual Review Assistant
Jordan Cordova
Commissions Assistant
Audrey Priest
New Business Assistant
Amanda Guerra
Office Assistant – Texas
Holly Johnson
Scheduling Assistant
Des-Tinee Williams
Marketing Assistant
Have Questions?
We Have Answers
You are one step closer to transforming your financial future.
Call us at 1 (800) 401-9517 to schedule a meeting for your wealth services discovery or fill out a quick 1-2 minute form below.
Let us guide you towards a brighter, more secure financial future with Aspen Creek.