Holly M. Baroway

CFP, MBA

CFP, MBA

Managing Director/Investments

7204095348

Education

• Master of International Management, Daniels College of Business – University of Denver
• Bachelor of Arts, Political Science, Capital University 

Licenses and Certifications

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative
• Life, Health, and Variable Insurance (including long-term care, disability, and annuities)
• CERTIFIED FINANCIAL PLANNER™ Certification

Experience

Holly began in the investment services industry in 2001 and joined Stifel in 2009.  Prior to becoming a financial advisor, she was a professional ballet dancer from 1982 to 1998 with various national ballet companies.  Having made such a career change gives her a unique perspective when helping clients figure out their “next steps.”

Holly began investing at age 19.  Setting a financial foundation at an early age allowed Holly to realize saving early enabled her to make significant life changes.  Today, she helps her clients frame their financial situation, stay focused on what is most important, and walks with them as they work toward financial independence.

Holly earned the CERTIFIED FINANCIAL PLANNER™ certification in 2007 from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP^® Certification Examination.  She earned a Master of International Management from Daniels College of Business – University of Denver and a Bachelor of Arts in Political Science from Capital University.  In addition, she holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance (including long-term care, disability, and annuities). 

Holly has been named to Forbes’ America’s Top Women Wealth Advisors list for the third straight year.  She was also named to Forbes’ 2021 Best-In-State list and is a member of the Stifel Chairman’s Council.

Personal

Holly, her husband, Erik, and daughter, Maya, enjoy living in the Denver Highlands neighborhood.  She enjoys traveling, cooking with her daughter, skiing, yoga, attending the ballet, and playing with her puppies, Cookie and Biscuit.

Memberships

• Stifel’s Women’s Initiative Network – Task Force Committee
• Colorado Ballet – Executive Committee
• Investment Committee of St. Anne’s Episcopal School – Member, Past Chair
• Colorado Women’s Chamber of Commerce – Past Chair
• Colorado Ballet – Past Chair

Forbes’ America’s Top Women Wealth Advisors, February 4, 2022, March 18, 2021, and April 21, 2020, each based on the 12-month period ending September 30 of the year prior to publication, and Forbes’ Best-In-State Wealth Advisors, February 11, 2021, based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.

Justin Jaffe

CFP

CFP

Senior Portfolio Analyst

7204095350

Education

• Graduate Diploma in Applied Finance & Investment, Kaplan Professional,  Australia 
• Bachelor of Economics (Honors), La Trobe University, Australia                                                                                                                         

Licenses

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative
• Life, Health, and Variable Insurance (including annuities)
• CERTIFIED FINANCIAL PLANNER™ Certification

Experience
Justin earned the CERTIFIED FINANCIAL PLANNER™ certification in 2021 from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP^® Certification Examination

Justin joined Baroway Financial Group in 2015.  He has more than 20 years of experience in the financial services industry, including 11 years as Head Trader at Independence Capital Asset Partners, a long-short equity hedge fund in Denver.  He also held investment marketing and business analyst roles at AXA Australia.  His financial services background brings a unique perspective to the team.   

Justin has enjoyed the shift of moving from the daily focus of the trading desk to the longer-term focus of helping people pursue their personal and financial goals.  Passionate about knowledge gained from being immersed in the capital markets, he now uses this when working with the team to provide guidance to clients.

Justin focuses on providing our clients with wealth management and financial planning advice and specializes in customized investment solutions. His expertise provides insightful analysis of the many investment strategies available on the Stifel platform. He creates customized investment strategies involving a high-level of client engagement as part of a wealth management, risk management, or financial planning strategy designed to help grow and preserve the assets of clients.

Personal
Justin and his wife, Mandy, moved to the U.S. in 2004 from Melbourne, Australia.  They have two children, Ethan and Cayla.  In his spare time, Justin enjoys catching up with friends, enjoying a good investment book, vacationing with his family, and participating in his children’s sports and activities.

Memberships

• Investment Committee Chair of JEWISHcolorado

Monica Sharma

CFP

CFP

Financial Advisor Associate

7204095381

Education

• Bachelor of Business Administration, Finance, Investment, and Banking – University of Wisconsin-Madison

Licenses

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative
• Series 63, Uniform Securities State Agent
• CERTIFIED FINANCIAL PLANNER™ Certification

Experience
Monica has more than 10 years of investment industry experience.  She began investing at a young age with the support and guidance of her father, which made a long-term impression on not only the power of compound interest, but also her perspective of the industry and women in finance.  She began her career interning for Merrill Lynch, while attending the University of Wisconsin-Madison earning a Bachelor’s in Business Administration.  Upon graduation, she moved to Omaha, Nebraska, and worked as a Registered Representative and New Client Consultant for TD Ameritrade.  In 2016, she moved to Denver, Colorado, and began focusing on wealth management as a Senior Financial Consultant, building relationships through customized investment planning and wealth management.  During her time at TD Ameritrade, later acquired by Charles Schwab, she attained the CERTIFIED FINANCIAL PLANNER™ certification.

Monica joined the Baroway Financial Group in 2022, where she focuses on building long-term relationships with clients by helping them grow and mitigate risk to their wealth while collaborating and partnering with her fellow colleagues.  Monica is passionate about helping clients pursue their overall investment goals and empowering women to be more financially independent.  She enjoys volunteering and being a better community member, specifically regarding financial literacy for the youth.

Personal
Monica lives in downtown Denver with her dog, Cora.  She is originally from Omaha, Nebraska, where her parents currently reside.  When Monica is not traveling or spending time with her family and friends, she enjoys all of what Colorado has to offer – concerts, shows, sporting events, skiing, hiking, and trying new restaurants around the city.

Nikki Beery

Senior Registered Client Service Associate

7204095337

Education

• Bachelor of Arts, Psychology, Adams State University

Licenses

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative

Experience
Nikki began her career with A.G. Edwards in 2003 as a part-time assistant and cashier/wire operator and joined Stifel in 2009.  Continuing her career with the Baroway Financial Group, she was promoted to a Registered Client Service Associate and now Senior Registered Client Service Associate.  She is highly active in coordinating the details for client accounts while supporting team associates and other professionals.  In addition to delivering top-tier client service, she also assists with management on a multitude of special projects.

Personal
Nikki resides in Northglenn with her husband, Mike, and their two young sons, Rylan and Cameron, who keep them busy and on their toes.  Nikki enjoys camping, traveling, attending concerts, and spending time with her family.  She is also an avid Denver Broncos fan.

Deann Lopez

Client Relationship Manager

7204095337

Licenses

• Series 7, General Securities Representative
• Series 66, Investment Advisor Representative

Experience
Deann has more than 30 years of experience in the financial sector.  She began her career in banking in 1992.  Seeking new challenges, she made the move to the investment side of the business, joining A.G. Edwards in 1998.  In 2009, she joined Stifel and has been a Registered Client Service Associate with Holly Baroway, one of Stifel’s most productive financial advisors.  Her experience provides a unique perspective to clients who have extraordinary financial situations and helps make transitions easier for clients.  Deann is very interactive with clients and serves as a key liaison between the team and clients to ensure that account-related needs are addressed fully and promptly.

Personal
Deann and her husband, John, live in Centennial and routinely love to travel and enjoy all of the experiences that Colorado has to offer.  They have three children:  Nicole, Josiah, and Damien. Damien has proudly served in the United States Navy since 2015 and has traveled and worked around the world.  Deann loves to spend time with her two grandchildren, Isaiah and Ellie.  Her hobbies include fishing, camping, traveling, golfing, hiking, gardening, and, above all, spending time with her family and friends.  She owns and manages a business, Bara Earth LLC, and co-manages several of her own rental properties.