SARA M. ERPESTAD, FPQP™
Financial Plan Analyst
Sara got her start in financial services in January of 2008, when she was a Financial Representative Intern with Northwestern Mutual. Shortly into her internship, she realized that the analyzing and planning aspect of the industry suited her talents more than the Representative role. During this time, she met Adam Way. It was apparent to Adam that Sara's skills were a great fit for Adam's practice vision, and he brought her onto his team as a Financial Plan Analyst. Over the past 10+ years, Sara has been a GWS&A mainstay, the primary component of Adam's original team.
Since entering the financial services world, Sara has attended numerous Advanced Planning seminars, Estate Planning seminars, and focused her knowledge on how to bring all aspects of a client’s financial situation together. In keeping with GWS&A's philosophy of furthering one's education, Sara obtained her RP® (Registered Paraplanner) designation in 2014, now retitled as FPQP™ (Financial Paraplanner Qualified Professional).
Sara specializes in analyzing current and future planning ideas and goals for our clients. She works closely with clients' estate planning attorneys and CPA’s to determine how our clients financial situations could be improved and what steps need to be taken in order to make these improvements.
Sara grew up on the Western Slope of Colorado and then attended the University of Colorado at Colorado Springs, where she earned a degree in Sports Health & Wellness. Sara currently lives in San Diego with her husband Sam, daughter Grace, and their dog Ben. While Sara loves sunny Southern California, much of her heart still her resides in Colorado, where she makes frequent trips back to visit family and enjoy the Colorado lifestyle. In her free time, Sara enjoys photography, mountain biking, and camping.
COURTNEY J. NAULT, CCP™
Director of Insurance Operations
Courtney began her career in financial services in 1996 at a large mutual life insurance company. Over the past 20+ years, Courtney has become an expert in the Risk and Insurance space, and directs insurance operations for GWS&A. She is licensed in Life, Health, LTC, Property and Casualty product lines along with being a Certified Coaching Practitioner (CCP), focusing on executive coaching.
As the Director of GWS&A's insurance operations, Courtney is responsible for managing our insurance business while also building and maintaining relationships with our clients. She coordinates and organizes team meetings in addition to planning marketing events and social gatherings for GWS&A. Courtney coaches, develops, and supports other team members with guidance on product knowledge, sales cycle techniques and continuing education. Courtney has dedicated her career to helping and educating others, a job that she takes great pride in, and approaches each day with vigorous energy.
A native of Colorado, Courtney currently lives in Littleton with her husband Ray, their four sons, Linson, Kaden, Tristen and Ashton and dog Barkley. In her free time, she loves to run, lift weights, and watch her sons play sports!
SAMUEL T. HENDERSON
Wealth & Relationship Strategist
As a Wealth & Relationship Strategist at GWS&A, Sam works actively to build new relationships, focuses on business development, and works closely with the GWS&A team to enhance existing client relationships. Because of Sam’s diverse background in financial planning, investment strategies, and retirement plans, he has a multifunctional role to add value in different phases of our process. He currently holds his FINRA Series 7 and 66 licenses.
Sam began his career in the financial services industry with JPMorgan Asset Management, when he moved to Colorado in 2010. He specialized in retirement consulting for individuals and became an expert in the intricacies of the Defined Contribution and Defined Benefit plans. He further expanded his financial planning acumen in his next role, with the Private Client Group at Fidelity Investments. At Fidelity, Sam worked with affluent investors, consulting them on complex investment strategies, wealth preservation, retirement and distribution, education and estate planning. Prior to joining Global Wealth Strategies & Associates, Sam was most recently a Senior Vice President with Financial Engines, Inc.
Sam’s educational background includes his undergraduate degree from Ohio University, majoring in Business, while specializing in finance and marketing. In order to further his financial wisdom, Sam is currently exploring advanced financial designations.
Born and raised in Ohio, Sam grew up just a few miles from The Ohio State University’s campus and became a crazed Buckeye fan from a young age (his mom would say at birth). Currently, he lives in Denver with his wife Tara and their two dogs, Charlie and Murphy. Sam and Tara enjoy skiing and camping together, traveling, and being active with their dogs. Sam also enjoys soccer, fly fishing and sports in general. He is actively involved in the Special Olympics where he coaches adult soccer with Denver Parks and Recreation.
A newcomer to the financial services industry, Peter joined the GWS&A team in mid-2018. His background prior to joining GWS&A centered primarily as a programmer and system designer in the AV/Home automation industry. Peter thrives in fast paced environments, with strengths such as his attention to detail and a perfectionist mentality. Additionally, Peter is multilingual, having spent much of his life living in Europe - he is either fluent or conversational in English, Polish, German, Czech, and Russian.
Peter’s duties at GWS&A involve working directly with clients to continue our high level of service and touch. He works closely with both the GWS&A Investment and Insurance teams, to ensure all aspects of a client’s financial plan is working in harmony. Lastly, Peter works on the investment underwriting team, helping to create new accounts, facilitating transfers, and preforming ongoing client service on investment accounts.
Originally from Poland, Peter moved to the United States in 2002, and lived in Naples, FL before moving to Colorado in 2012. Peter currently resides in Denver with his wife Kate and son Miles. In his free time, Peter enjoys road cycling and mountain biking, as well as competing in Cross Country events in Colorado.
JESSICA D. AURAND
Client Service Manager
Jessica got her start in the financial service industry in 2006 as a bank Teller at a local bank in the Byron, IL. A quick learner, she soon transitioned to the bank’s Mortgage Department, assisting Loan Officers with a myriad of duties. During her time working in banking, she grew a passion for building personal relationships and providing an optimal customer service experience to clients. Jessica reconnected into financial services in 2015 with the Hoopis Group, in Chicago, IL. Her position involved firm compliance, as well as the contracting and licensing of financial service professionals.
Jessica understands the need for close attention to detail and excels at completing complex assignments, from start to finish. For the GWS&A team, Jessica works directly with our clientele, beginning in the on-boarding process and throughout different times in our client relationships. Because of her skill set, she has multiple touch points with clients throughout implementing and maintaining the financial plan. Her strong backgrounds with compliance and high-level customer service are essential to her day to day role and make her an integral member of GWS&A.
Jessica has her undergraduate degree from Western Illinois University in Business Administration with an emphasis in Finance. She is licensed in Life and Health Insurance and currently pursuing her FINRA Series 7 license. After growing up in rural Illinois, Jessica lived in Chicago, before recently moving to Denver. Her active lifestyle of snowboarding, marathon running, Tough Mudder, and Spartan Races, sparked her interest in relocating to Colorado. She is very eager to get out and learn about all of what Colorado has to offer. In her free time, Jessica enjoys running races, music festivals, and exploring the outdoors.
DAVE HOLLAND, CPA*
Certified Public Accountant
Dave is a Certified Public Accountant (CPA) with a background in financial services, specializing in banking, tax, audit, risk assessment and information systems. Dave assists clients in better preparing for retirement and achieving tax efficiency in their personal finances while assisting in investment operations.
While achieving his CPA license, Dave has gained public accounting experience at Fortner, Bayens, Levkulich & Garrison, P.C. as well as information systems and risk assessment experience at Great West Financial prior to joining Global Wealth Strategies & Associates.
Dave is a graduate of Regis University in Denver where he earned a major in accounting and played NCAA baseball.
Dave lives in Denver with his wife Cassie, who works in the medical field. Dave is very active and spends much of his free time in the Colorado outdoors. Dave is an avid baseball fan and enjoys playing in recreational sports leagues. Dave is still very involved in the Regis University community, participating in the professional mentoring program and assisting in organizing various charity events through the university.
*CPA - Practicing in the state of Colorado. Not practicing on behalf of MML Investors Services, LLC or its affiliated companies.