For Alan Kepfer, helping people make the most of their financial assets is rewarding work.  Whether it’s helping a private client reengineer a move from working life to retirement, or guiding a team of professional money managers who oversee millions in assets for other financial advisors, Alan truly enjoys guiding individuals and organizations to attain higher proficiency, wealth and life goals.  more....


Amy Kepfer, Vice President,  Chief Compliance Officer
Phone: (775) 575-7070


Amy Kepfer is one of the founders of Aspen Financial Management, Inc. and is the Chief Compliance Officer.  Amy is no stranger to the insurance industry as she worked for various insurance companies handling Workers Compensation claims for 10 years. more....


Jerry Becker, Director of Portfolio Management, Investment Advisor Representative
Phone: (575) 377-6700

“Being a fee based financial advisor positions me at the pinnacle of individual client asset management. Fee based management gives the advantage to both the client and the advisor. The client has access to unbiased advice and the best investments. And fundamentally the advisor shares in the success of the client.” more....


Dilish Dudhia, Director of Research and Technology,
Investment Advisor Representative
Phone: (817) 642-9883

For Dilish Dudhia, helping people make the most of their financial assets is rewarding work. Dilish enjoys guiding his clients as they implement the financial strategies that help them meet their wealth and life goals. more.... 


Laurence Parnes, Investment Advisor Representative
Phone: (575) 377-1482

Laurence (Larry) Parnes has been practicing as a CPA (certified public accountant) for over 30 years and as a CFP (certified financial planner) for ten years. His ability to combine his tax and financial planning expertise has been invaluable to his clients in developing a plan to meet their life goals while reducing their tax obligations. more ....



Matt Dicken, Investment Advisor Representative
Phone: (502) 412-3354

Matt Dicken is an Investment Advisor Representative with Aspen Financial Management as well as the Founder/Managing Director of Strategic Wealth Designers, a full service financial services firm working with both retirees and pre-retirees.  Matt is in his 13th year of practice in the Securities and Financial Services Industry.  Matt’s workshops “Smart Ideas” offer insight on how to protect and preserve your assets, increase your retirement income, and reduce your taxes. more....


Marilyn Miller, Investment Advisor Representative
Phone: (360) 598-4582

Marilyn Miller has been in the financial services business since 1979.  Marilyn has received extensive training in various retirement programs and estate planning issues as well.  Over the years Marilyn has taught numerous workshops in all aspects of financial planning. more ....