John McWilliams, CLU
With over 27 years of experience in the financial services industry, John provides CBG’s brokers with unmatched insurance knowledge and support. His expertise in large case design and underwriting, business succession and executive planning and estate planning help advisors solve many concerns that their clients experience. He has helped many financial advisors grow their business by helping them identify and seize opportunities.
John is a native of Colorado and is married to his wife of 31 years Theresa and has 2 daughters – Gianna (who works with CBG) and Gabbie. He loves spending time with his family and being outdoors playing golf and skiing.
With 17 years of industry experience, Charley takes a client-centered focus toward helping advisors implement insurance-based solutions to help clients protect and transfer wealth.
When not at work Charley enjoys spending time with his wife Caitie, his 6-year-old son, Henry, and is an avid sports fan.
Director of Marketing
Gianna graduated from High Point University in May, 2018 with a degree in Business Administration and a minor in Marketing. After spending just under a year in media sales with the local NBC Affiliate, she decided to get her Life and Health License and join her father at Colorado Brokerage Group.
While she has only been in the industry a short time, she looks forward to following in her father’s footsteps and being able to grow professionally in the business while helping CBG to continue to improve how it helps its advisors.
She is newly married to Jason and they have a Mini Aussie Chance. They love hanging out and hiking whenever they can.
Client Services Manager
Rebecca joined Colorado Brokerage Group in June, 2019 with a background in administrative and retail services. Her attention to detail and abilities in managing a process make her a great fit for this role.
Born and raised in Arvada, she loves the outdoors, kayaking and her dog Walter.
AJ graduated from California State University, San Bernardino in June 2018 with a degree in Business Administration with a concentration in Finance while playing baseball for the University. After 2 years of working as a business operations lead, and a performance coach for College, MiLB, and MLB baseball players, AJ desired to grow in the finance industry and joined the CBG team at the end of 2020.
AJ is a Denver native who enjoys snowboarding, golfing, music and sports.