
AP Denver Happenings Q1 2025
New Team Member
In December, American Portfolios Denver (APD) welcomed its newest team member, Jacob Chiesa. In his role as Paraplanner, Jacob will support Senior Managing Director Kris Tower (CFP, AIF) and APD’s client service efforts by ensuring the seamless execution of client engagements. An undergraduate alumnus of Arizona State University, Jacob hold Series 6 and 63 certifications and is currently pursuing the CFP designation.
Before joining APD, Jacob spent several years in private client banking, where he built a solid foundation in financial services and client relationships. This experience helped him develop a strong understanding of client needs and a commitment to service excellence.
Jacob will serve as the primary point of contact for assistance with your accounts or questions about your financial plans. He’s here to support you, ensure you have the information you need, and contribute to your financial success.
New Operations Email
As our team at American Portfolios Denver continues to grow we’ve created a general support email address that is monitored by multiple people. The address is: operations@americanportfoliosdenver.com.
This will ensure that your email is always received and reviewed in a timely manner. You can, of course, still email any of us directly. This is simply another email address that is available to you.