Our Mission Statement is:
Inspire our clients to make wise decisions through world class wealth strategies, education, communication and service that exceeds their expectations.
Our Team
Kelli Love-Ortiz
Legacy Planning
Kelli focuses on providing strategies on End of Life Decision Planning to all clients of Denver Financial Group. The focus of the End of Life Decision Planning is to educate people and help them to make the best decisions when it comes to their final wishes and protecting their families. Kelli’s goal and responsibility is to provide a comprehensive plan necessary to assure a safe and protected legacy for clients and their family. As an active member of the National Association of Insurance and Financial Advisors, Kelli has devoted her time to promote financial literacy to the residents of Colorado and be a true advocate for meeting their financial goals.
Originally from a small town in Wisconsin, Kelli has lived in Colorado since 1986. She now lives in Highlands Ranch with her husband, Lance. They have 4 children, Zackery, Cameron, Kyle and Synja, and 1 very special granddaughter, Anjali. Her interests are in interior design, reading, spending time with family & friends and the pursuit of education to improve herself and others around her. Top of Page
Marina Hartman
Office Manager
Marina organizes all the systems and infrastructure needed by team members. This includes compliance processes, bookkeeping, website design and update, data security and data backup, customer relationship software, training, and general office needs.
Marina immigrated to the United States from Belarus in 1997. She has an advanced degree and training in technology and process design.
Tony and Marina met at a Wild Oats food store in 2002 and share a love for their kids, martial arts, skiing, and travel. Marina is an avid gardener and works hard to maintain a balance between being involved in Denver Financial Group and being a full-time mom to toddler, Michelle and young baby, Mark.
Top of Page
Greg Ohman
Operations and Transfer Specialist
Greg serves as our Operations and Transfer Specialist. His role is to oversee all pending cases from money transfer to purchase, client customer service on existing accounts, client record keeping, and vendor interface.
A true Colorado native, Greg grew up in Arvada, CO, graduating from Pomona High School.
He served in the U.S. Navy for eight years, and after leaving the Navy, worked for FISERV Investment Support Services for 20 years before joining Denver Financial Group.
He enjoys reading and going to different cultural events (Museum, Theatre etc). He also likes to travel, although he has not been able to recently, and hopes to start travelling again soon. Outside of that he enjoys spending time with family and friends.
Top of Page
Albina Tomashuk
Client Relations Manager
Albina is our Client Relations Manager. Her role is to help our team produce a client experience that exceeds expectations. She leads up our client communications, client education, Lunch & Learn programs, client appreciation dinners, our True Wealth process, and our client survey feedback process. Our True Wealth process is designed to help our clients achieve all the things that money can’t buy and death can’t take away.
Originally from Russia, Albina moved to Denver, Colorado with her family. She graduated Summa Cum Laude from the Metropolitan State College of Denver, and is fluent in French, Spanish, and Russian languages.
When not working, Albina enjoys preparing healthy meals for her family. She also likes staying active and regularly attends yoga classes. In her free time, Albina will most likely be reading the works of classical writers or taking tango classes with her husband.
Top of Page
Stephanie Bonnet
Director of First Impressions
Stephanie serves as our Director of First Impressions. She is often the first person our customers see when they are in our office. She is instrumental in making sure all of our clients have a positive experience. Stephanie will help our customers schedule meetings, answer their questions, and reply to their concerns, suggestions, or comments.
Stephanie graduated from the Metropolitan State College of Denver in 2010 with a Bachelor’s degree in Political Science. Recently, she married her long time love and friend, Jeff Bonnet. They live in Highlands Ranch with their two puppies, Lilly and Bella.
On her spare time, she likes going to the Colorado Symphony; her favorite composers are Bach, Mozart, and Hayden. She enjoys reading a great variety of books, from Harry Potter to World War II strategies. Also, she loves spending as much time as possible outside snowboarding, hiking, gardening, and enjoying Colorado to the fullest.
Top of PageAbout Our Company
Our entire business model -- everything we do at Denver Financial Group -- has been completely centered around our clients. How would we ourselves, as investors, want to be treated by a wealth advisory firm? You will see a client-centered focus at our firm.
Whether you are just starting on your wealth development journey or have sizable assets that need to be protected and preserved, DFG has the tools, professional stature and a great team to help optimize your specific situation.
Come experience the difference!
