Bradley Rothhammer

Chief Executive Officer

Bradley Rothhammer has been in the Financial Services field for 30 years and is well versed in estate planning, business succession planning, business protection planning, employee benefits, mergers and acquisitions, and executive benefits.

Brad has a strong history of providing extensive support to his clients thereby assisting them in achieving their specific goals.

Brad and his wife Cathy are or have been involved with Colorado Youth Tennis, Colorado Youth Soccer, The Cancer League of Colorado, Colorado Children’s Hospital -Tiny Miracles, The Dumb Friends League, The Eisenhower-Evans Scholarship Fund, and The St. Michaels Society.

Investment Advisor Representative offering securities and investment advisory services through Woodbury Financial Services, Inc., member FINRA/SIPC.
 

Mark Hadley

President

Mark Hadley, CFP®, CLU, CHFC has been involved in the financial services industry for the past 17 years. His areas of specialty include business succession planning, qualified and non-qualified business planning, insurances, long term care planning, mortgage planning, and tax efficient retirement strategies for his clients.

Mark works closely with his clients to learn about the financial goals most important to them. He then structures plans that help enable their goals to become reality.

Mark enjoys spending time outdoors playing tennis, golf, volleyball and skiing. He, and his wife Diane, are actively involved in the Cancer League of Colorado. Mark received his Bachelor's Degree from Oregon State University in 1986.

Investment Advisor Representative offering securities and investment advisory services through Woodbury Financial Services, Inc., member FINRA/SIPC.
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Sheryl Brown

Administrative Manager

Sheryl Brown has been in the Financial Services field for 31 years. She is responsible for the support staff in regard to operations, administrative support, and support services.

She began her career at the Connecticut General Life Insurance Company in Hartford, Connecticut. Sheryl is responsible for providing training for our brokers and associates and is knowledgeable in employee and executive benefits.

While at Connecticut General which ultimately became Sagemark, she developed the concept of Sagemark University, a series of training courses that was eventually utilized by Lincoln National nationwide. Sheryl is or has been involved with the Cancer League of Colorado, Tiny Miracles, and the St. Michael's Society.

Not registered with Woodbury Financial Services, Inc.