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Holly M. Baroway, MBA, CFP® Managing Director/Investments, Baroway Financial Group of Denver, Colorado

Holly M. Baroway, CFP, MBA

Managing Director/Investments

Contact Me

About Me

Education

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

Licenses and Certifications
  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, 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 and Sciences in Political Science from Capital University. In addition, she holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance (including long-term care, disability, and annuities). 

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 their dogs, 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
  • Board of Trustees for Cherished Children Adoption International

Monica Sharma, CFP®, Financial Advisor Associate

Monica Sharma, CFP

Financial Advisor Associate

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E-Mail Address

[email protected]

Phone Number

(720) 409-5381

About Me

Education

  • Bachelor of Business Administration, Finance, Investment, and Banking – University of Wisconsin-Madison
Licenses
  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
  • 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 working alongside Holly, 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.

Deann Lopez, Client Relationship Manager, Baroway Financial Group of Denver, Colorado

Deann Lopez

Financial Advisor Associate

Contact Me

E-Mail Address

[email protected]

Phone Number

(720) 409-5337

About Me

Licenses

  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative

Experience
Deann has more than 30 years of experience in the financial services 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 currently serves as a Financial Advisor Associate, working alongside 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. 

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.

Nikki Beery, Sr Client Service Associate - Reg, Baroway Financial Group of Denver, Colorado

Nikki Beery

Client Relationship Manager

Contact Me

E-Mail Address

[email protected]

Phone Number

(720) 409-5337

About Me

Education

  • Bachelor of Arts, Psychology, Adams State University
Licenses
  • Series 7, General Securities Representative
  • Series 63, Uniform Securities State Agent
  • Series 65, Investment Advisor Representative
Experience
Nikki began her career in 2003, joined Stifel in 2009, and has been a valued member of the Baroway Financial Group since 2013, where she has continued to grow and evolve in her role supporting clients and advisors. Now serving as a Client Relationship Manager, Nikki plays a key role in coordinating the details of client accounts and ensuring a seamless, high-quality client experience.

She works closely with advisors and internal teams to support client needs, proactively manage account details, and serve as a reliable point of contact. Nikki is known for her strong attention to detail, responsiveness, and commitment to delivering exceptional client service.

Personal
Nikki lives in Northglenn, Colorado, with her husband and their two sons, who keep them busy with their activities and events. When she’s not working or running the kids around, Nikki enjoys reading, camping, traveling, and cheering on the Denver Broncos.