Professional

Dan has been working with Northwestern Mutual since 2002, before the founding of Lagerborg & Associates in 2005. He oversees setting the Vision for the firm and protecting our ideals of safety and sophistication. Dan also enjoys coordinating new relationships with Lagerborg & Associates, ensuring that they find us to be a safe and sophisticated place in which they can take care of that which is most important to them. Outside of work, he is surrounded by three energetic and dynamic women: his wife Steph and two daughters, Adeline and Ellie. As a family, they love to garden, get outside and play sports at their home, Woolly Hill Farm in Old Littleton.

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Financial Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.

Favorite part of working at Lagerborg & Associates: The people! From our clients to our team I get to interact with a great group of hard working, intentional, and charitable people on a daily basis.

Best financial advice you’ve ever received: Spend less than you make. Utilize debt sparingly - and only on investments or accretive assets.

Awards And Recognition

 • Million Dollar Round Table Qualifying Member (2007-2015)

 • National Quality Award (2007-2010)

 • National Sales Achievement Award (2006-2010)

Personal

Dan was born and raised in Colorado. He is surrounded by three energetic and dynamic women, his wife Stephanie and two daughters Adeline and Ellie. Stephanie and Dan have been married since 2003. Stephanie is a real go getter, and enjoys competing in Iron Man races. Adeline (10) is a soccer player, horse lover, and gazelle. Ellie (7) is an avid reader, socccer player, and has the most contagious smile.

As a family, they love gardening, being outside, playing sport, EPL, and visiting friends in England where they help them run their farm. Their home, Whoolly Hill Farm, is in Old Littleton which contains three Baby Doll Southdown sheep (Cocoa Puff, Darth Whoolly, and Sean), three composting ducks (Quacker, Marshmellow, and Alpha), a barn cat (Tottenham), a Pyrenee (Fluffernutter), and Smiley, the house turtle. Dan has a passion for wine, and has his level 1 introductory sommelier credential.

Alan Kubicki is an accomplished financial planner that started in the industry in 2006. Over the course of his career, he has developed a specialization in a wide range of financial planning strategies, including tax optimized asset accumulation and distribution, risk management, and business planning. 

Alan works primarily with business owners and professionals who value trust and transparency in their financial planning relationships. As a Certified Financial Planner (CFP®) professional, Alan holds himself to the highest standard of professionalism and ethical conduct, and he is committed to providing personalized, client-centered solutions that meet the unique needs of each individual or business he works with.

Throughout Alan’s career, he has remained committed to continuing education and professional development, staying up to date with industry trends and regulations to ensure that his clients receive the most current and effective advice. Alan’s expertise and experience have earned a reputation as a trusted advisor in his community.

Overall, Alan is a seasoned financial planner who brings a wealth of experience, knowledge, and personal dedication to each client relationship. Alan’s commitment to professionalism and his passion for helping others achieve their financial goals makes him a valuable asset to any individual or business seeking sound financial guidance.

Without a blueprint, no pile of bricks or stack of lumber can become a house. In the same way, long-term financial success begins with a clear, well-developed plan. I equip my clients, through comprehensive financial planning, to build on their current assets and take strides toward their optimal financial future.

Before I became a financial advisor with Northwestern Mutual, I served in the U.S. Army as a combat arms officer until retiring as Lieutenant Colonel. Now, my extensive military planning experience informs my financial advising approach. I always start with the end goal in mind. At the beginning of our time together, I ask my clients to describe their ideal futures. I am firmly committed to understanding my clients’ hopes and dreams from the outset. Once we have established a clear picture of where they want to go, I can then align the right tools and resources to architect a plan for their unique goals and dreams. 

As a CERTIFIED FINANCIAL PLANNER™ professional, I have met rigorous training requirements in 72 areas of financial expertise, have accrued thousands of hours of experience prior to earning the certification, and am held to high standards of ethics. As a CFP®, I must make recommendations that are in our client’s best interest. 

Our team provides guidance for a broad range of life stages and objectives. I am passionate about helping professionals who are considering, or nearing retirement, navigate the complexities of managing their resources after they leave the workforce. As a practice, our core competencies center around the wealth distribution phase of financial management. 

If you are looking to gain a big-picture plan for your financial future, let’s have a conversation.

Ashley has been part of Lagerborg & Associates since 2018. As a Private Wealth Advisor, she is responsible for helping clients implement their goals. She is a graduate of the University of Denver with a master’s degree in Global Finance, Trade and Economic Integration. Outside of work, Ashley enjoys spending time with family and friends as well as hiking, traveling and enjoying a good cup of coffee.

Favorite part of working at Lagerborg & Associates: Being able to work with amazing team members that are caring and share the same vision.

Best financial advice you’ve ever received: Consider 20% of your income as a bill towards savings.

RoJo (AKA Whittney) has been dedicated to financial education since 2017 as a consultant. She joined Northwestern Mutual in 2019 and has been with Lagerborg & Associates since 2022. RoJo’s focus at Lagerborg & Associates surrounds planning that creates a holistic experience for clients to create generational wealth and collective liberation. After receiving a dual bachelor’s degree from the University of Colorado in Spanish Literature and Psychology, RoJo served in education as an educator and administrator for 17 years before switching to finance. Holding space for diverse leaders and business owners who share a vision of an equitable world, and take action in our community is how RoJo honors those before us and those after us. Outside of work, you may catch her dancing merengue, practicing yoga or eating good food with her partner, Joseph, and their teenage daughter, Deva.

Favorite part of working at Lagerborg & Associates: Our commitment to empowering community is more than just words on paper, it is the way this team operates.

Best financial advice you’ve ever received: Know your numbers. Know your values. Then make sure they are aligned.

Paul joined Northwestern Mutual as a financial advisor in 1999, and has been a client since 1980. He specializes in financial planning with a particular passion for Long Term Care solutions. Paul served as the Northwestern LTC specialist for the Denver area for more than 20 years. With a grandmother who lived in three centuries – 1899 to 2003 - Paul is acutely aware of the difficulties of care planning for multiple generations simultaneously.

He has been married to his wife, Mary, for 25 years. They have a blended family including daughter Rebecca, a field specialist at Denver Water; son, Will, who runs Interface Biotech Research Co. in Silicon Valley; and daughter Kathryn, an internal medicine doctor.

Paul was blessed to have two successful careers. First a 20-year run in the newspaper business. He holds a bachelor’s degree in journalism from the University of Missouri, served as photo director of The Denver Post and The Rocky Mountain News, and is an award-winning newspaper designer.

He is a big believer in giving back to the community and has served as President of the Board of Directors of the Denver Young Artists Orchestra, and he served on the board of Volunteers of America.

Best financial advice I’ve received: Indirectly from Albert Einstein. “Compound interest is the 8th wonder of the world. He who understands it will earn it - and he who doesn’t, pays it.”

What I Like About Working With L&A: The firm offers a level of sophistication and expertise with multiple specialists that far exceeds what I could provide in a solo practice.

Telsche has been with Northwestern Mutual since 2015, and joined Lagerborg & Associates in 2022 after a 6-month hiatus to have her first child. She has worked at NM in a variety of roles, but she currently assists advisors in preparing materials for client reviews. Outside of work, she enjoys cooking, painting, and spending time with her husband, Cameron and baby boy, Henry.

Favorite part of working at Lagerborg & Associates: There is a feeling of abundance that permeates the whole team culture – abundant thinking, abundant living, and abundant caring for each other and our clients.

Best financial advice you’ve ever received: Pay yourself first, and automate your savings so you don’t even notice it coming out each month!

Erica began working for Lagerborg & Associates in 2014. As the Director of Strategic Development, she is responsible for leading team development and Human Resources. Erica graduated from Colorado State University in 2011 with a bachelor’s degree in Business Marketing. In her free time, she enjoys visiting her family and enjoying the beautiful Colorado outdoors with her husband, Tim, and two young daughters.

Favorite part of working at Lagerborg & Associates: The awesome Lagerborg & Associates team! I love my coworkers.

Best financial advice you’ve ever received: Save a little of every paycheck. Even if it’s a small amount, it’s more about getting into a habit of doing it. And eventually it will add up!

Sarah joined Lagerborg & Associates in 2019 after Graduating from the University of Denver, obtaining a master’s degree in Global Finance, Trade and Economic Integration as well as a Certificate in Security. As the Controller, she specializes in implementing strategies to execute our vision, oversight of team operations and leads the development and execution of our Guatemala Sponsorship program. Outside of work, Sarah enjoys spending time with friends and family, hiking and enjoying the company of her pup, Mr. Nelson.

Favorite part of working at Lagerborg & Associates: Relationships - Our incredible team works hard to develop true and meaningful relationships with our clients in order to help them achieve their goals.

Best financial advice you’ve ever received: Buy what you need, not what you can afford.

Elsa joined Lagerborg & Associates in 2022 as the Executive Assistant after serving 7 years as a Programs Manager for a nonprofit organization. In her role she assists with any operational needs for the office. Outside of work, she enjoys hiking, writing, eating good food and spending time with her partner, Joey and their son Damien.

Favorite part of working at Lagerborg & Associates:

The prioritization of the culture created to support the Lagerborg team and clients has been my favorite part so far.

Best financial advice you’ve ever received:

If you must put it on a credit card to buy it, you can’t afford it.

Rachel has worked in the financial industry since 2015 and joined Lagerborg & Associates in 2022 as part of the Investment Operations team. Her role will be focused on assisting clients with their investing needs as well as backend processing. Rachel graduated from Colorado State University with a Bachelor of Arts in English and a Bachelor of Science in Business Management. She also attended University of Denver’s Publishing Institute. Outside of work, Rachel enjoys all that Colorado has to offer by frequenting hiking trails and the mountains any chance she gets while still taking time to binge watch her favorite shows or read a good book. She also loves spending time with her family and watching any Colorado sports team—particularly the Broncos and the Rockies.

Favorite part of working at Lagerborg & Associates: The Lagerborg & Associates team has an amazing approach during each interaction regardless of it is with clients or their peers. There is genuine care with the mindset of ensuring everyone feels empowered and is successful.

Best financial advice you’ve ever received: Live below your means, and it is never too late to invest.