Our People

Jeff’s background in both investment analysis and fund management provides unique perspective and insight into the numerous investment opportunities available to our clients. Prior to joining SRS, Jeff was a Partner and Portfolio Manager at Denver Investments, where he and his team were responsible for management of the firm’s Small, SMID, and Mid-Cap Growth products.

Jeff holds a B.S. in Psychology from the University of South Florida and an M.B.A. from the Daniels College of Business at the University of Denver. Jeff is a Chartered Financial Analyst® (CFA®) charter holder and a member of the CFA Society of Colorado. He is a former world-ranked tennis player and is married with three children.

Patrick began his career in financial services in 1996 and has served clients in a litany of capacities: as a traditional investment broker; as a Vice President in the Trust Department with a large super-regional bank in the capacity of a financial planner helping the bank’s high net worth clients; and, as the president of a life insurance brokerage general agency.

Patrick believes strongly in giving back to the client-advisory community and has served on a local level as: President of the Financial Planning Association (FPA); Board of National Association of Insurance and Financial Advisors (NAIFA); Speaker for Continuing Education for Estate Planning Attorneys, CPAs and Life Insurance Agents.

Patrick holds a B.A. in English from Furman University. In addition, he also holds the following professional designations: Certified Financial Planner™ (CFP®), Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®).

Patrick is married to Jenny, his wife of twenty years. Patrick and Jenny have two children and live in Woodland Park, Colorado.

Brian has a B.S. in Business Administration with an emphasis in Accounting and he is a Certified Public Accountant (CPA) in the state of Colorado. He is certified as a Personal Financial Specialist (PFS) by the American Institute of Certified Public Accountants (AICPA). He is also a Certified Valuation Analyst® (CVA®) by the National Association of Certified Valuation Analysts.

Brian Chase is also a Partner at JDS Professional Group (JDS) which he joined in 2006. Prior to 2006, he was President of Fay, CPA, P.C. which was incorporated in 1994. Fay, CPA, P.C. was formed by Elizabeth A. Fay and Mr. Chase joined the practice in 1994, became partner in 1997, and sole owner in 2003.

He started his career at RBC Wealth Management in Cheyenne, WY before transitioning to Charles Schwab in Denver, CO in 2008. He joined Seal Financial Services in 2011.

Albert holds a B.S. in Business Management from Presentation College – Aberdeen. He is a Certified Financial Planner™ (CFP®) and Accredited Asset Management Specialist® (AAMS®). Albert is married with two children.

Prior to joining SRS, Todd served as a financial advisor for Wells Fargo Advisors. He began his financial services career as a licensed broker with A. G. Edwards & Sons. He also has several years of experience as a corporate accounts executive and sales engineer.

Todd holds a B.S. in Electrical Engineering from Bucknell University and an M.B.A. from the University of Denver’s Daniels College of Business. He is married with two children.

In his last role at JP Morgan, he served as the Global Head of Investor Access. Before JP Morgan, Bill spent 5 years as a Vice President on Citigroup’s institutional sales team covering clients in the mid-Atlantic region. Bill also spent two years at Janney Montgomery Scott as a member of the Money Management team helping high net worth brokers select investments for their clients

Bill holds a B.A. from Cornell University (double major in French & Sociology). Bill was also was a member of the soccer team and was captain his senior year.

Bill is from Philadelphia, and currently lives in Chestnut Hill with his wife Kimberly and their three children. Bill serves on the boards of SCH Academy, Freeman’s Auctions, and Cornell Men’s Soccer Alumni.

Geraldine Janiczek has a Masters of Science in Financial Services (MSFS) with two certificates; one in Estate Planning and Taxation and one in Financial Asset Management. She is a Chartered Financial Consultant® (ChFC®) and an Accredited Estate Planner® (AEP®).

Prior to joining NFG, Geraldine Janiczek was a financial advisor at Columbia Benefits, LLC and at Janiczek Financial Advisors, LLC from 2003 to 2008. She was also an advisor and Managing Director at Janiczek & Company, Ltd. from 1991 to 2002.

Previously Terry founded and led Acacia Investment Advisors, LLC. Terry received his B.S. and D.V.M. degrees from Michigan State University. After being a clinical veterinarian and owner of multiple practices for 20 years Terry began the process of returning to graduate school to pursue a Master’s degree specialization in veterinary surgery.

During the process of preparing to return to graduate school, Terry realized his interest to pursue specialization had changed from veterinary medicine to business, finance and investment management. He changed his focus and career, and completed business, finance, and investment management training at Purdue University Krannert School of Business, Metro State University of Denver and The College of Financial Planning.

He also provides evaluation and ongoing business and financial consulting services to veterinary practice owners focusing on enhancing revenue growth and profitability systematically while enhancing patient care and client service.

Terry is married with two sons, two daughters-in-law and four grandchildren.

His other expertise involves aiding those who are coping with life-changing events, including sudden disabilities, divorce and the loss of a spouse or loved one. He spent most of his career as President and co-owner of Seal Financial Services, Inc.

Greg earned his M.B.A. from Regis College in Denver and his undergraduate degree from Westminster College in Salt Lake City, Utah. He is an avid family man, fly fisherman and tennis player, residing in Denver, Colorado.

Anjanette has earned her Bachelor of Science in Accounting. She is a Certified Public Accountant (CPA) in the state of Colorado and is a Certified Financial Planner™ (CFP®).

Angie also owns N&A Professional Group, P.C. (N&A), a Certified Public Accounting firm.

Catherine is a Juris Doctorate with over twenty years' experience whose law practice focuses solely on estate planning. As part of her commitment to the financial lives of her clients, Catherine is also a licensed investment advisor who helps clients find peace of mind with their financial resources utilizing a well-rounded approach which takes into account all the crucial aspects: legal, investment management, insurance, and taxes.

John has over 39 years of investment experience, from December 1991 to June of 2013 he was a Registered Representative and Investment Adviser Representative for First Allied Securities, Inc.

Beginning in June of 2013 John took over the role of Chief Compliance Officer and Managing Member of Financial Freedom Advisors, LLC.

John attended Amherst College, graduating in 1972.

Prior to joining Seal, Melissa worked for Capital Allocation & Management and Charles Schwab & Company.

She is married and has a daughter. She enjoys reading and spending time with family.

She holds a B. S. in Human Resources from California State University.

Prior to joining SRS/NFG, she had extensive experience in a variety of industries, including most recently serving as a Client Service Specialist for Capstone Financial Group.