Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Director of Investments Cara Jane Redalen

Cara Jane Redalen

Director of Investments

Cara joined Todd's practice in 2020 as an Associate Financial Representative. Cara is originally from Parker, Colorado but currently resides in Montana. She attended her first year of school at the University of St. Andrews in Scotland, and finished up at the University of Colorado in Boulder where she earned a double major in Humanities and Classics (study of ancient Greece and Rome). Outside of work, Cara enjoys spending her time outdoors, whether it is rock climbing, skiing or running. She also enjoys reading and spending time with her dog, Avery. Cara is a great asset to the team and can help with any of your planning or investment needs.

Photo of Director of Insurance Operations Allison D Melchior

Allison D Melchior

Director of Insurance Operations

Allison joined Lisa's team in 2023. Where she had previously worked at the West Denver Northwestern Mutual office for 5.5 years. Before Northwestern Mutual, she spent 10 years teaching physical Education in the Denver Metro Area. She has one daughter, Scarlett, who is 9 years old. Allison enjoys being outdoors, hiking, camping, paddleboarding, gardening, traveling and spending time with her friends and gamily. 

Allison has her bachelor's degree from Metropolitan State College of Denver in Human Performance and Sport with an emphasis in K-12 Physical Education and her masters degree from The University of Phoenix in Curriculum and instruction- Elementary Education.

Network of Specialists

We are fortunate to have a strong network of professionals specializing in a variety of planning areas to partner with throughout the client journey. 

Photo of Financial Advisor Todd Joseph Sexton

Todd Joseph Sexton

CFP®, CLU®, ChFC®

Financial Advisor

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Photo of Private Wealth Advisor and CEO Bryan Lee Austin

Bryan Lee Austin

CFP®, CLU®, ChFC®

Private Wealth Advisor and CEO

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Photo of Founder & Wealth Management Advisor Nicholas E Wallace

Nicholas E Wallace

ChSNC®, RICP®

Founder & Wealth Management Advisor

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