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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Administrative

Shelly Shipp, FPQP®

Advisor Assistant

720-504-4448 x104

mmshipp@rmwfinancialgroup.com

For ten years Shelly worked in the oil & gas industry as the Executive Assistant to the President and Vice President of Operations. Shelly developed an extensive reporting system and focused on the planning, scheduling and preparing of...

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Jenise Lowrance

Assistant

720-504-4448 x100

jenise.lowrance@lpl.com

Jenise has 5 years of bookkeeping experience and earned her certification in QuickBooks Online. She has a variety of experience in financial, retail, collection, customer service and transportation industries. She Joined the RMW team...

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Stephanie Reed, SIE®

Assistant

720-504-4448 x114

s.reed@lpl.com

Stephanie has 7 years of experience in the finance industry. She worked as a business operations manager for an auto finance company. She has also worked in various customer service and support roles. Stephanie joined the RMW team as...

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