Jenn Uhen loves to talk about money as the Founder/Community Organizer of The Pledgettes. The Pledgettes is on a mission to abolish the gender wealth gap by facilitating money conversations with women through expert-led events and a membership community. Everyone’s financial goals are as unique as they are. Jenn has spoken and moderated experiences at: Denver Startup Week, TEDxMILEHIGH, Freelance Business Week Denver and the International Franchising Association Conference 2019. Jenn and her husband have clear financial goals, which include a diverse portfolio of investment property, retirement accounts, and businesses. All while living a minimalist (but comfortable) lifestyle, including traveling the country in an Airstream RV. 

After two decades in wealth management co-managing $1 billion for more than 300 families, Jessica Willis noticed that gen Xers and millennials have a totally different approach to personal finance. But the majority (a whopping 86 percent!) of financial advisors ignore them. They want more autonomy, more ownership. They are not going to pay someone loads of money to do something they pretty sure they can figure out on their own. But 90% of them lack a critical piece to their financial plans despite the resources available to them. Why? Jessica believes everyone should have access to a complete financial plan, not just the wealthy and finance nerds. So, she set out to change the landscape. With a team of super smart partners, they created a way to make financial planning approachable, quick, easy, and even fun. In just 10 minutes a month, you can build and keep track of your own plan. They do this with no investor-speak, monthly fees or in-person meetings. And it’s completely free!

David Swenson is the Founder and Lead Advisor of Swenson Wealth Advisors in Denver, Colorado. David started in the industry in 1992 and continues to engage with clients to construct in-depth financial plans that address critical areas of wealth management and financial wellness. David was born in Fairmont, MN and attended The University of Northwestern, St. Paul where he received degrees in Business Management and Bible. while participating on both the collegiate baseball and golf teams. He currently lives in Highlands Ranch, CO with his wife Jessica. Together they have 2 adult children who are pursuing their careers and 4 children living at home. In his spare time, David and his family enjoy traveling and the amazing outdoors. David also devotes time to coaching high school baseball for his son’s team and is actively involved in his other children’s soccer and performing arts endeavors.