Mark P Anderson, CFP®, ChFC®, CLU®
Wealth Management Advisor


Anderson Wealth Management

Our Team

Team photo

We have an elite team with over 30 years of combined experience. We value our relationships with clients and are here to help with your finanical planning needs.

If you need to schedule an appointment or request any other service, please let us know.

 
Tiago Xingu Lima

Tiago Xingu Lima, CFP®, RICP®

Director of Investments
Office 719-578-4026

Tiago joined Northwestern Mutual in 2011 and is the Director of Investments and Planning for AWM. He is a graduate of The American University in Washington, D.C. and holds a Bachelor of Arts Degree in Law & Society. He is a Certified Financial Planner™ professional, as well as holding the Chartered Financial Consultant designation (ChFC®), and the Retirement Income Certified Planner designation (RICP®). He holds the Series 7 and 66 Licenses, in addition to his Life & Health License.

 

Tiago is currently engaged to his fiancé Ashley, an event planner, and they greatly enjoy the outdoors and love spending their time hiking, running, skiing and doing the Manitou Incline. He is fond of traveling abroad, cooking and is avid reader, greatly enjoying the works of Michael Lewis, James Clavell & Malcom Gladwell in addition to many others.

 

 
Erika Lea Conaway

Erika Lea Conaway, CLTC®

Director of Operations and Client Service
Office 719-578-4000

Erika joined Northwestern Mutual in March of 2008 and is the Director of Operations for AWM. She is a graduate of the University of New Mexico with a bachelor's degree in Business Administration - Finance. She holds her Certification in Long Term Care designation along with her Series 6, 63 and Life & Health Licenses.

 

Erika enjoys spending time with her husband Sean and daughter Haylea going hiking in the summers and enjoying the mountains in the winter.

 

Please contact Erika for scheduling a meeting with Mark and for insurance planning needs.

 

 
Kyle Patrick Flinton

Kyle Patrick Flinton

Lead Financial Plan Analyst
Office 719-578-4042

Kyle joined Northwestern Mutual in September 2018 and is the Associate Wealth Management Advisor for AWM. He is a graduate of Clemson University where he contracted with the Army ROTC program. Upon graduation, Kyle commissioned as an army officer and spent four years serving as a combat engineer Sapper leader in the active duty Army, before transitioning to the Colorado National Guard.  He currently holds his Retirement Income Certified Planner designation (RICP®). He holds his Series 7 and 63 licenses, in addition to his life and health license. 

Kyle enjoys spending time with his wife Brenna, their son Jasper, and their two bird dogs Hootie and Boomer. On the weekends, if they aren't watching Clemson sports, you can find them outside either camping, skiing, or pheasant hunting with their dogs.

 
Kendra E Zerr

Kendra E Zerr

Insurance Coordinator
Office 719-578-4000

Kendra joined Northwestern Mutual in April of 2017 and is the Insurance Coordinator. She is a graduate of Pikes Peak Community College with a degree in Early Childhood Education.

 

Kendra enjoys spending time with family, the outdoors and listening to music.

 
Brady Smith

Brady Smith

Investment Operations Associate
Office 719-578-4000

Brady joined Northwestern Mutual in February 2020 and is the Investment Operations Associate for AWM. Brady previously worked at T. Rowe Price in Retirement Plan Services. He received his bachelor’s degree from the University of Colorado and holds a B.A. in Psychology. He grew up in Milwaukee, Wisconsin, and moved with his family to Colorado in 2005.

He enjoys spending his time participating in endurance sports like cycling, running, and skiing.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck