Broker Check

About the Team

Karen Jessey, ChFC®, CLU®, CFP®, RICP®, CExP™

Financial Advisor

(303)741-6181

[email protected]

View Karen Jessey's profile on LinkedIn



“For over 30 years, I’ve been helping people feel better about their financial world. I’ve always viewed what I do as a good amount of listening combined with a bit of advice and guidance.  I truly believe everyone should have the opportunity to be financially successful – to their own definition of success, not mine.  Helping families achieve lifelong dreams, helping business owners figure out success while working and when retiring, and helping individuals sleep better at night because we’ve walked through problems and solutions, this is my passion.  I’m in this for the long run.”

Graduating with a degree in Sociology from St. Bonaventure, Karen continued her educational background by earning the ChFC® and CLU® from the American College early in her career quickly adding the CFP® a few years later.  Recently, she went back to class to earn her RICP® because, as a Baby Boomer herself, retirement questions are some of the most common.  Knowing the wealth distribution phase is as important as the accumulation phase, Karen helps retirees and soon to be retirees balance their retirement dreams with their retirement goals.

As an East Coast native, Karen understands what draws people to Colorado. She loves the outdoors and loves the mountains.  However the ocean calls her name every year and she must find a place to sink her toes into the water. Karen spends many hours volunteering in leadership positions.  She is a trusted voice among many.

Through the years, Karen has built a team consisting of top notch individuals. Together, they created a unique process which helps clients delve into their financial worlds and identify their dreams and goals, as well as potential problems. They value long term relationships that evolve and change as life does.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. 



Neill Turner Financial AdvisorNeill Turner

Financial Advisor

(303)741-6181

[email protected]

View Neill Turner's profile on LinkedIn




“Everything I’ve ever done in my life prepared me for this path.  From waiting tables, to earning my engineering degree, from owning my own business, to discovering and teaching yoga – every experience, every trial, every triumph created an understanding and a perspective that I use today.  My entire professional life, I have striven to improve someone else’s life. I want to empower people to make better choices in their lives. Watching someone gain confidence in their decision making and their understandings of their financial world is the best. Knowing that I played a part in their process is humbling.”

Growing up in Detroit taught Neill many life lessons. After earning a degree in Automotive Engineering, he ran his own business for eleven years.  Engineering is about the details and about thinking through complex problems while looking for as many solutions as possible.  Using that same thought process allows Neill to create detailed yet understandable approach when helping people in their financial world.  Neill enjoys seeing his clients make their own decisions with confidence. Neill specializes in long term strategies while balancing the needs of today.

Knowing that a team of individuals provides a better experience and a higher level of knowledge, Neill is proud to be teamed up with Karen Jessey & Tiffany Charles. Together they create a balanced, yet uncommon approach to planning.

Neill loves yoga, so much so that he’s a student and a teacher. Neill and his wife, Stacie, enjoy Colorado’s outdoor activities, festivals and lifestyle.

Neill holds the General Securities Representative (Series 7) and Uniform Combined State Law Examination (Series 66) licenses, as well as, licenses in life, health and long-term care insurance.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.




Melissa Chastain

Executive Assistant

(303)741-6181

[email protected]




“Learning, exploring different ideas and concepts, and helping others are driving forces in my life. Starting in the financial world as a young mother and now, 25 years later, I realize that being part of team who changes lives through their process and their presence is a powerful motivator to get up every day.  I joined Karen almost 20 years ago not knowing how great this journey would be and never imagining that I would witness the difference financial planning can make in someone’s life. I am humbled and blessed to be a part of such a fantastic group of individuals who challenge me to be better in every way.”

Melissa’s experience in working with different advisors over the years has honed her communication skills and her understanding of the products and processes utilized every day. She holds a Colorado Life & Health license and is well versed in all things client. She oversees the operations of our offices while still attending to client needs and questions.

Melissa and her husband, John, are empty nesters enjoying this sweet time in their lives. With a camper attached to the truck, you can find them out seeing the beauty and history of our country.