Professional Team

Email: clayton@spfgnow.com

Clayton graduated from Kansas State University in 2006 with a Bachelor's degree in Personal Financial Planning, and earned the CERTIFIED FINANCIAL PLANNER™ professional designation in 2010.  Clayton is responsible for overseeing the success of the firm's CPA and legacy advisor relationships in the Rocky Mountain region, and continues to proudly serve a select group of clients in an advisory capacity.  Clayton was recognized as a *Five Star Wealth Manager in the Denver Metro area in 2015.

Clayton has a heart of giving.  He is heavily involved in the Broomfield Rotary Club, whose motto is "service above self", and currently services as its President.  He is also a prominent member of the Broomfield United Methodist Church, where he enjoys offering financial education seminars.  Clayton also participates in the annual Financial Planning Day that is sponsored by the Certified Financial Planning Board and Financial Planning Association.

When Clayton is not donating his time, he loves spending time with his wife Maggie and his two young daughters.  Clayton also enjoys skiing, working on cars, brewing beer, and playing with his two dogs.

*To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients.  Recipients are identified through research conducted by industry peers and firms.   Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance.  For more information, go to www.fivestarprofessional.com

Email: derek@spfgnow.com

With over ten years of experience serving as a client-facing advisor, Derek has had the opportunity to guide many clients through adverse economic conditions, keeping them on track to accomplish their most important goals.  Derek takes great pride in working with his clients to organize their investment portfolios, and in helping them gain clarity with regard to their planning goals and objectives.

A native Wichitan, Derek played football at Butler County Community College, and earned a Bachelor's degree in Business Administration from Wichita State University in 2006.  Derek still closely follows the Wichita State Shockers basketball team.

When he's not in the office, Derek can often be found exercising with his wife, Kate, and his two children, Hagen (5) and Hannah (3).  In addition, Derek enjoys shooting sporting clays, golfing, hunting, fishing, and supporting his two children in numerous sporting activities.  

Email: olivia@spfgnow.com

A Wichita, KS native, Olivia has worked with the SPFG team since the May of 2020.  In December of 2021, Olivia earned her degree in Personal Financial Planning from Kansas State University, after which she joined the SPFG team on a full-time basis. 

Olivia successfully passed the Certified Financial Planner® exam in November of 2021, and serves clients as part of the SPFG advisory team as a Financial Advisor.

Olivia began her journey in the Financial Planning Industry for the simple reason that she is passionate about making a positive impact in other's lives. When she's not in the office, Olivia enjoys spending time with her family, attending Life Church, exercising, and going on walks downtown with her miniature dachshund.

Email: leah@spfgnow.com

As our firm's Director of Client Service and Operations, Leah regularly collaborates with our advisory and operations teams to ensure that our clients have a consistently great experience and seamless communication as we assist them withi their day-to-day service and advisory needs.  She continuously reviews and updates internal processes and new technology platforms creating efficiencies within our team so we can continue to focus on connecting with our clients about what matters most to them.

A native of Wichita and a graduate of the Engineering Academy at Wichita West High School, Leah is our resident problem-solver!  Prior to joining Strategic Partners Financial Group, Leah attended Butler County Community College and spent several years in a leadership role at Account Recovery Specialists, Inc.

Leah is passionate about lending a hand to others, the education of our children, protecting the environment. and providing the office with some comic relief with her sweet dad jokes :).  When she’s not assisting our clients, she can often be found serving in her local community, playing softball or volleyball, or spending quality time with her husband Erick and three children, Bliss, Brady, and Tiago.

Email: keaton@spfgnow.com

Keaton is from the small town of Baldwin City, Kansas.

He spent 4 years at Kansas State University obtaining his Bachelors degree in Personal Financial Planning, and works alongside the SPFG advisory team to help ensure that our clients have a seamless of an experience as possible when engaging with the advisory team.  In addition, Keaton is currently studying to become a licensed advisor.

Personal finances and helping others have always been a passion and driving force for Keaton. They bring joy to Keaton's life and he is incredibly thankful to be able to work in an industry where he can continue to serve others in these ways.

Other passions of Keaton's include going on walks with his girlfriend and two dogs, spending time with family and friends, traveling, and working on his car. 

Email: carrie@spfgnow.com

A resident of Laramie since 2011, Carrie is our Client Service Coordinator, and helps to ensure that our clients have a service experience that is as seamless as possible, whether that be by helping them process their service requests, or simply by keeping them "in the loop" while the team is helping them with a pending client service opportunity.

Holding a Bachelors degree in Education from the University of Wyoming, Carrie taught at The Open School in Laramie for ten years, and now brings her love of community and education to the clients of Strategic Partners Financial Group.

Carrie loves spending time with her family and being involved in the Laramie Community.  When she is not in the office, she and her family of five love to travel and enjoy the outdoors, with hiking and fishing among Carrie's activities of choice!  As her oldest two children have "left the nest" Carrie loves to spend time with her youngest son, Joshua, supporting his traveling hockey team!