Your Team

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.

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.

Michelle began her financial career in retail banking as a part-time teller and gradually worked her way into a premier banking manager position overseeing the growth and retention of approximately 500 high-net-worth households. In 1992, she transitioned into the private banking division, first as Executive Assistant and Brokerage Office Manager, then transitioning to Sales Assistant in downtown Seattle for one of the company’s top producers, who managed large clients like the Gates Foundation, Microsoft, Amazon top executives and other high-net-worth accounts.

While in Seattle, she moved into an Executive Assistant position where she helped launch the Wealth Management division for that region, working closely with the Wealth Management specialist and assisting with high-net-worth clients across the Puget Sound area. She also spent three years as an Executive Assistant to the Senior Vice President of Donor Engagement with World Vision U.S., which is a humanitarian nonprofit organization.

At Tucker Financial Group, Michelle serves as Executive Assistant to CEO/Founder Karlan Tucker and as the Human Resources Director. “I have always placed a high valued on loyalty, dependability and trust throughout my career,” said Michelle. “I’ve set extremely high work-ethics and standards for myself to make certain that I am able to provide the highest level of service and communication for both clients and colleagues. The words ‘I don’t know’ are not acceptable to me as I strive to handle each of their questions and requests accurately and expeditiously—or find someone who can—because they are my priority.”

While living in Oklahoma City, Michelle was a member of Executive Women International, serving on their board for 10 years, and also participated in a prayer counseling ministry at her church. Michelle and her husband David met at church camp and were on a church singing group that toured Oklahoma. She enjoys spending as much time as possible with her children, Dustin and Malia and their spouses.

In her leisure time, Michelle likes trying new restaurants and coffee shops, seeing live music, taking drives to the mountains and watching true crime shows. Although her family left Colorado when she was 3, Michelle was born in Denver and still enjoys exploring the “old neighborhood.”

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.

Chuck began his career with 3M Company as a college recruit in 1965. In 1985, 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.

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.
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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.

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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.

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.