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Holly M. Baroway, MBA, CFP® Sr. VP/Investments, Baroway Financial Group of Denver, Colorado

Holly M. Baroway, MBA, CFP

Senior Vice President/Investments

Contact Me

About Me

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.1

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



1 Forbes’ America’s Top Women Wealth Advisors, February 4, 2022, March 24, 2021, and April 21, 2020, and Forbes’ Best-In-State Wealth Advisors, February 11, 2021.  Rankings are based on the opinions of SHOOK Research, LLC, and were selected from a pool of 34,500, 32,810, 32,000, and 32,725 nominations, respectively.  Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors.  Qualifying advisors met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record.  SHOOK Research ranking algorithms are based on qualitative measures derived from telephone and in-person interviews and surveys:  service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms.  Investment performance is not a criterion.  Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking.  The ranking may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance.  Forbes is a registered trademark of Forbes, Inc.  All rights reserved.

The 2020 Chairman’s Council consists of 248 of Stifel’s top-producing financial advisors.  Stifel currently employs approximately 2,300 financial advisors across the nation.

Justin Jaffe, Sr. Portfolio Analyst, Baroway Financial Group of Denver, Colorado

Justin Jaffe, CFP

Senior Portfolio Analyst

Contact Me

E-Mail Address

[email protected]

Phone Number

(720) 409-5350

About Me

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

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

Nikki Beery

Senior Registered Client Service Associate

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 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, Registered Client Service Associate, Baroway Financial Group of Denver, Colorado

Deann Lopez

Registered Client Service Associate

Contact Me

E-Mail Address

[email protected]

Phone Number

(720) 409-5337

About Me

Licenses

  • Series 7, General Securities Representative

Experience
Deann has more than 27 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.