Financial planning, when done right, is a very complicated and time consuming process. Greg is a highly educated licensed specialist, much like a neurosurgeon with specialized training and skill sets. Just as a neurosurgeon is surrounded by a competent team of specialists in their own right, for example, anesthesiologists, respiratory therapists, nurses, etc., Greg surrounds himself with an incredible support team in order for him to serve your needs at the highest level. Fran, Patti and Shelly assist Greg in insuring the process of securing your financial future is a more smooth and enjoyable process. They each bring a unique skill set and together all will work to free Greg up to concentrate on the highly specialized skill of designing your unique financial plan

Fran Larkin

Enjoys working in teams and assisting in getting operations to run smoothly. She has wide ranging career experience including leadership positions in a variety of organizations. She is licensed as a Life, Accident, Health, Property and Casualty Insurance producer. She has called Colorado home since 1974. She brings her enthusiasm for creating results along with her patience and interest in others’ well-being to the team. Fran enjoys helping people meet their goals.

Patti LaMourey

Patti has owned her own businesses since she was in her early 20’s, ranging from cosmetology, insurance & most recently real estate for 19 years. Patti built a team with a local RE/MAX office and then opened her own independent brokerage in January 2005. Patti was impressed by what Greg was able to accomplish in helping her mother with her retirement and became convinced that the opportunity to work with Palka Financial Group would help many others also secure a safe retirement. She is licensed as a Life, Accident and Health Insurance producer. She is great with people and is working as our team’s client care coordinator.

Shelly Piaggio

Enjoys empowering people to reach their full potential and creating systems that enhance efficiency and customer loyalty. She’s a veteran of the finance industry, having owned her own mortgage company, employing 14 people. Shelly is passionate about helping others raise their fiscal literacy. Married with 2 children, she is active in church and school activities. Shelly is VP of Marketing and is the only “virtual” member of Palka Financial Group, living in Denver.  She has a great deal of respect for Greg and the other members of the team. She is excited to be a part of helping people have a safe and secure retirement.