John is a Registered Financial Consultant and Investment Advisor Representative. In over 40 years of working in the financial services industry, John has experienced bear and bull markets as well as guiding clients through inflationary and recessionary periods. This type of experience has proven invaluable for his clients.
John has always seen education as the foundation for staying at the forefront of the industry. His formal education includes a bachelor's degree in finance from the University of Wyoming, completing studies at the University of Colorado Graduate School of Banking, the University of Oklahoma Investment School and The Tax Institute at the University of Nevada.
When John finds time to relax, you can find him on the golf course, wing shooting or driving his Corvette. John and his wife, Susan, have four children and four grandchildren.
Jackie is a partner and co-owner of the firm as well as a registered financial advisor. Jackie provides exhaustive research on investment alternatives and keeps the practice at the forefront of an ever changing financial industry.
She is a graduate of the Colorado State University Business College where she received her bachelor’s degree in Business Administration with a dual emphasis in personal and corporate finance. Jackie possesses an inherent ability to understand client's needs. She is a proactive partner who will coordinate the complex pieces of your financial life. In addition to her securities licenses, she also holds life, health and long term care insurance licenses. Jackie obtained her RICP® designation (Retirement Income Certified Professional®) in 2019 from The American College. The RICP® designation provides comprehensive instruction on building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a strategy for generating sustainable income from available resources.
Jackie is an avid sports fan and enjoys spending her free time on the basketball court. Jackie, her husband, Mike, and their three children also enjoy spending time outdoors and traveling throughout the U.S. and abroad.
Kari joined Kosmicki Investment Services in January 2020 as a Senior Licensed Administrator. She has 14 years of experience in the financial services industry with responsibilities that include 401(k) administration, retirement plan coordinator, insurance consultant and Medicare specialist. In addition to her lengthy experience, she holds her Series 7 and 63 securities licenses as well as life and health insurances licenses.
Kari's education includes a Bachelor of Science in Engineering Arts with a cognate in Business & Supply Chain Management from Michigan State University where she competed on the Women's NCAA Golf Team. She continued her education earning a Master of Business Administration degree with a finance concentration from Oakland University. In her free time, Kari enjoys travel, outdoor and sports-related activities, and, of course is an avid golfer.
*Not registered to offer securities and advisory services with Woodbury Financial Services Incorporated.
Beverly has become a valuable member of the Kosmicki Investment Services team since joining the company in 2012. She brings a high degree of efficiency and attention to detail to the firm that only heightens the team’s interactions with its clients.
Bev has completed course work at the Professional School of Business and at Taylor Business Institute where she was on the Dean's list.
Bev and her husband, Rick, enjoy volunteer work, traveling, bicycling the Poudre Trail and camping in the beautiful Colorado mountains.
*Not registered with Woodbury Financial Services Incorporated.
Karen joined Kosmicki Investment Services in 2017. She has assumed the essential duties of documentation management and client communications. Karen has considerable experience in office efficiencies and has received several awards from previous employers including "Employee of the Year". Karen's cheerful and charismatic personality is a perfect fit for the team.
Karen currently resides in Windsor, Colorado with her husband and enjoys spending free time with her grandchildren, golfing and traveling.