AP Denver Happenings Q4

Staff Changes 

We are excited to announce a new addition to the team. Starting in December, Meghana (“Meg”) Bisani will join us as our new Paraplanner. In her role, Meghana will support Senior Managing Director Kris Tower (CFP, AIF) and APD’s client service efforts by ensuring the seamless execution of client engagements. She holds a bachelor’s degree in accounting and finance from India, the Series 6 license, and brings several years of experience with a respected wealth management firm. Meg intends to pursue the CFP designation as she continues to grow in her professional journey. 

Jacob Chiesa’s last day with American Portfolios Denver was 11/7/25. We wish him the best in his future endeavors.  

Exciting Announcement in 2026 

We will be making some big changes as a firm in early 2026. We look forward to sharing the news with you soon!