Jun 20, 2022 | 0 comments
Starting from the bottom, Karlan was born and raised on a dairy farm in the poorest county in Michigan, his childhood memories mostly of weeds and work. As a boy, it was a life he loved, but it was not without difficulty and hardship for his family. When Karlan was 16, his father’s failing health forced their move to Arizona for a much-needed change of climate. The family farm in Michigan was sold, thus creating, for the first time, a modest nest egg for his parents. Karlan’s father eventually succumbed to his long battle with Chronic Farmer’s Lung, an incurable respiratory disease that literally took his breath away. Karlan began looking after his mother’s affairs, including her financial well-being and retirement savings. It was a big responsibility with real consequences. Karlan knew his mother would never be able to go back and re-earn the money if he made a mistake or took too much risk. With his very first client, Karlan’s investment mantra became a version of Warren Buffet’s Rule # 1: “Don’t Lose Mom’s Money!” An investing obligation soon grew into a career, as Karlan carefully applied Rule #1 in helping others grow and protect their hard-earned savings. He formed his first financial services business in 1988, specializing in Long Term Care Insurance and Medicare Supplements. This business quickly grew into Karlan Tucker & Associates (later renamed Tucker Financial), a full-scale retirement planning team. For the past 30 years, Karlan has helped over 5,000 retirees prepare for a successful retirement. So many of his clients have been just like Mom and Dad, ready to retire, sitting on a pile of hard-earned cash and just not sure how to make it last for multiple decades. That’s why the focus of Tucker Financial has not strayed from Rule #1, striving to provide secure income and peace of mind at the core of each retirement plan.
Striving to be an appreciating asset, Karlan has never slowed his learning. Some of his many ongoing associations include Ed Slott’s IRA Advisory Group, Harvard’s Executive MBA Program, The Aileron Institute in Dayton, Strategic Coach in Toronto and The Genius Network in Phoenix. With all this, books are still Karlan’s favorite teacher, as he’s read over 800 books on retirement, money management and investing. Karlan is co-author with Brian Tracy in Tracy’s new book, Success in the New Economy.
Karlan and his wife Angela live in Columbine Valley. While raising three children and building a business, they’ve transformed a dilapidated horse property into a beautiful mountain estate. Now with an empty nest, they stay busy with church involvement, business coaching and beautiful landscaping. In 2005, Karlan and Angela helped form Impact Global Outreach, a non-profit organization that provides community development, education and orphanages in Southeast Asia.
Chris is a Denver native and attended Littleton High School. He attained his college degree in Bible Studies and accepted a job offer to work as a planning assistant at his father-in-law’s financial practice. Chris became insurance-licensed in 2016, and obtained his Series 65 license in 2021.
In his role at Tucker, Chris handles daily trading and client onboarding. He also monitors and reviews Tucker’s proprietary tactical strategies.
“I enjoy seeing how our strategies can give clients peace of mind, while at the same time providing them stability and growth potential throughout their retirement,” said Chris.
Chris, his wife Carly and their three children currently live in Colorado Springs and enjoy all the outdoor activities Colorado has to offer. They are actively involved with their church, and in their free time, like going out to restaurants and traveling. Chris also enjoys hiking, fishing and skiing.
Lloyd and his family moved to Colorado in 1991. He worked for Fireman’s Fund Insurance for 13 years and joined Tucker in 2001. From 2003 to 2009, he worked for US Bank, and returned to Tucker in 2009.
Lloyd is the Chief Financial Officer at Tucker, the Chief Compliance Officer, and the Director of Operations for the Registered Investment Advisor firm within the Tucker umbrella of companies. Lloyd performs many different daily tasks at Tucker, but one of his most important is monitoring the funds and stocks that Tucker makes available to its clientele.
“I like seeing our clients enjoy the tremendous upside of the market, while still having downside protection, or a floor, which protects their principal,” said Lloyd.
Lloyd and his wife Debby have been married since 1984 and have two sons, both of whom are married now. They have two grandsons and a third grandson is on the way. Lloyd is an Elder at Highlands Baptist Church and is active in the church’s music ministry. He enjoys long-distance running (about 25 miles per week), and following all of Colorado’s teams in the four major sports.
Brad’s parents moved their family to Colorado in 1960, and he graduated from Arvada West High School in 1974. Brad and his wife Priscilla lived in Marysville, Michigan, and Schaumburg, Illinois, prior to settling in southwest Denver a decade ago. Brad joined the Tucker team in 2011 following his 30-year career in vocational Christian ministry.
Brad is a member of Tucker’s Client Services division, and he also meets with prospective clients. He is committed to accurately informing people of their many choices when it comes to retirement income strategies. In addition to servicing his own clients, Brad enjoys doing retirement dinner-seminars for many of the other advisors in Tucker’s national network.
Brad and Priscilla’s oldest son Brandon lives with his wife Michelle and their two sons in McKinney, Texas, where he is vice-president of a luxury car marketing firm and Michelle is a tax accountant; Brooke is Brad and Priscilla’s only daughter, and she lives with her husband Adam and their son and two daughters in Tracy, California, where Adam is a managing engineer for Tesla; youngest son Brett is an assistant pastor in Gilbert, Arizona, where his wife Abbi is a nurse, and they enjoy spending time with their son and daughter.
Priscilla and Brad have had the privilege of doing extensive international travel throughout their lives and enjoy comparing notes with others who have also been abroad. His personal enjoyments include tennis, golf, piano-playing, and enrichment reading. On Sunday mornings, Brad teaches a Bible class at a church in Morrison, Colorado.
Chuck began his career with 3M Company as a college recruit. Following a rewarding 20 years with 3M and A.M. International, he took early retirement and an opportunity to serve as business administrator for a non-profit ministry.
During the next eight years, Chuck began to develop a heart for retirement-related issues, and in 1994, he joined Tucker Advisory Group as a “retirement” specialist. Chuck considers it a privilege to have visited with hundreds of clients either retired or contemplating retirement, and to assist them with asset preservation and peace of mind for their retirement years.
Chuck and his college sweetheart Becky are fortunate to have three children, all happily married. David, their oldest son, is senior pastor of a church near Nashville, Tennessee. Mike is a family practice physician in Lakewood, Colorado. Shayann is a registered nurse and homemaker. And, almost best of all, Becky and Chuck are now grandma and grandpa 10 times over.
Jaclynn was born and raised near San Francisco, California. She worked for the School of Medicine and the Department of Anatomy at the University of California of San Francisco. Relocating to Colorado in 1987, she worked as an office manager in the real estate and insurance fields. She moved to Denver and joined Tucker in 2008 as a receptionist.
She presently works at Tucker in administration, office management, client services and building management. She loves being involved in the many different groups of Tucker Financial and is passionate about all of them.
“Along with longevity comes experience. I am so fortunate to help out each department with any projects they need when they need it” said Jaclynn. “I feel great joy in welcoming, assisting and caring for every client, agent or guest visiting our office or on the phone. In this busy world, a warm person with welcoming words means so much more than just a greeting. One’s faith and a kind heart are essential in this life, and being able to share that with others is such a blessing.”
Away from the office, Jaclynn enjoys live theater, the mountains and traveling to the beach. She loves spending time with her daughter in Denver, and making the beautiful drive to the Western Slope to visit her two grown sons and two grandchildren. She also enjoys reading, movies and loving a tiny Maltese named Einstein.
Originally from southeast Minnesota, Ashley moved to Colorado in 2010. She completed her bachelor’s degree at MSU Denver and, soon after, began working in the financial services industry.
As Client Services Lead & Executive Assistant to Tucker Financial President Darren Petty, Ashley assists Darren in delivering a first-class retirement experience, centered around our fiduciary responsibility to each client and their best interests. “I really love what I do here at Tucker,” said Ashley. “Each day presents opportunities to not only serve our existing clients, but also to carefully perfect the artful and communication-rich experience that our new clients appreciate. The most rewarding part of my job is building relationships with clients and my colleagues.”
Outside the office, Ashley enjoys giving back to her community by volunteering at health fairs and participating in charity 5K races. In her travels, she enjoys seeing new places and meeting new people, both around the world and here at home, enjoying all that Colorado has to offer.
Caroline was born in Norfolk, England, and her family moved the to the U.S. when she was 1 year old. After moving frequently across the U.S. with her family during her elementary and high school years, Caroline obtained her B.S. in Communications at Central Washington University. She met her husband in Napa, California, and they have lived in Colorado for a total of 21 years. Of all the places she has lived, Colorado is her favorite.
Caroline worked in the banking and insurance fields before joining Tucker Financial in 2014 as Executive Assistant to CEO Karlan Tucker. She enjoys meeting people for the first time at seminars, and she specializes in micromanaging client accounts in order to simplify processes for them. She also assists in planning and hosting client appreciation events.
“I make sure the needs of each client are met, and that includes being available to talk with them throughout the year about any new needs that arise for them,” said Caroline. “I really enjoy working with clients and helping them retire.”
In her leisure time, Caroline loves downhill skiing, hiking and camping, and enjoying the great outdoors of Colorado.
Serving as President of Tucker Financial, Darren’s passion is helping people retire HAPPY. To help our clients live life to the fullest, Darren and his team design balanced retirement portfolio that generate reliable income, growth opportunity and tax efficiency.
In keeping current with today’s retirement needs, Darren has earned the designations of Certified Financial Planner (CFP®) and Retirement Income Certified Professional (RICP®). He also holds a Colorado life insurance license and is an investment advisor with Tucker Asset Management.
Outside the office, Darren enjoys spending time with his wife, Sierrah, and their daughters, Londynn and Hayden, enjoying all that Colorado has to offer.
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