Founded with you in focus.
We founded ID Wealth to give our clients a better value for their time and investment. Whether seeking a comprehensive financial plan, a customized investment portfolio, or insurance strategies to mitigate risk, each is crafted by dedicated practitioners to better address our clients’ unique goals. We are independent in our approach, and have a broad marketplace of financial tools at our disposal. Our team’s varied financial backgrounds span from private firms to Fortune 500 corporations, from banks to insurers, and from analysts to regional management. Whether your needs are more in the camp of keep it simple, or you require utmost sophistication, our depth of knowledge, experience and character allows us to keep you in focus.
Your Team
Danny R. Holladay, CFP® MBA
Partner | Director of Investments
I am a constant student of my craft, and believe I must continually evolve to best serve our clients, and our team. In my varied roles and responsibilities over the years, I’ve been afforded the opportunity to see more financial scenarios in a single year than most advisors see in a career.
As Director of Investments with Centennial State Financial, I assisted 70 advisors with servicing over $1.2 billion* in client assets, and with formulating financial planning strategies. In this role, I was afforded the opportunity to participate in a considerable volume of investment portfolios and financial plans. Today, I’m able to bring the education and insight gained from these previous experiences to our ID Wealth clients.
I’ve been a resident of Colorado since 1996, and currently live in Centennial with my wife, Carlye, and two children, Maddux and Maryn. I enjoy being a kid alongside my kids, baseball games, and University of Georgia football. And like many Coloradans, you can find me skiing, snowboarding, biking, fishing, hiking, backpacking.
* Source: MetLife Securities, Envestnet, January 1, 2016 through June 30, 2016.
Education & Licenses
UNIVERSITY OF GEORGIA, 1996
A.B. Industrial-Organizational Psychology
UNIVERSITY OF COLORADO DENVER, 2003
M.B.A. Finance, Entrepreneurship
CERTIFIED FINANCIAL PLANNER™ professional
LICENSES
FINRA Registered Representative
Series 6, 7, 63, 65
Ian D. Ahrendsen
Partner | Director of Insurance
As a third generation insurance professional, I’ve always believed in an independent approach to all things related to life, disability, and long term care insurance. My role in our practice is to focus on our high net worth clientele looking to protect their families, businesses, and legacy.
Building strategies that eliminate the financial risks of losing a loved one or their income has helped us keep families moving forward in life’s hardest moments. Continuing to grow and learn, I am proud of the reputation we’ve built and look forward to sharing my knowledge to those seeking it.
A Colorado native, I live with my wife, Ellen, and our twins, Noah and Bella. Outside of running a business and changing diapers, I enjoy playing squash and golf regularly. My wife and I travel as much as possible and look forward to showing our kids the world.
Education & Licenses
COLORADO STATE UNIVERSITY
2006
LICENSES
FINRA Registered Representative
Series 6
Affiliations
• Member, NAIFA
• Member, MDRT
Your Back Office Team
Chris Bottaro, MBA
Chris Bottaro is the Senior Vice President of Insurance for our partner, Valmark Financial Group. He is responsible for the vision, strategy and execution of life insurance marketing, underwriting, new business, and inforce insurance solutions. In this role, he prides himself in partnering with advisors and insurance carriers to help make the life insurance process simpler and more efficient. He has a technical risk assessment background and spent the first 12 years of his career in various underwriting production and leadership positions at Lincoln Financial Group in Hartford before relocating to the Twin Cities to join Valmark in February of 2015.
Chris Finefrock, CFP® MBA
Chris Finefrock is the Senior Vice President of Financial Planning and Investments for our partner, Valmark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. He also oversees the FinTech area and investment operations division including data processing, books and records retention, principal review and custodial platform relationships. Mr. Finefrock holds Series 7, 24 and 66 registrations and has Ohio Life, Health and Variable licenses.
Michael McClary, MBA
Michael McClary is the Chief Investment Officer of both Valmark Advisers, Inc. and Valmark Financial Group. His primary responsibility is coordinating all investment management solutions for Valmark Advisers, Valmark Wealth Solutions and Valmark Institutional, including TOPS®, TOPS® Strategic Allocation Portfolios, TOPS® Managed Risk ETF Portfolios, Valmark ACCESS™ and ACCESS™ Plus solutions. He is a nationally recognized expert in institutional portfolio management and RIA companies and has more than 14 years of senior-level experience in financial management. In addition, he has collaborated with the Wall Street Journal, Kiplinger’s, Financial Advisor and Research Magazine on ETF-related topics and has been a featured speaker for organizations such as the S&P and the Financial Planning Association (FPA). Mr. McClary holds Series 7, 24 and 66 registrations, is a member of the Cleveland Society of Chartered Financial Analysts and is a Registered Investment Advisor.
Michael Michlitsch, MBA, CRPC®
As Vice President of In Force Insurance Solutions for our partner, Valmark Financial Group, Michael leads the Valmark Policy Management Company (PMC) and Life Settlement teams. Michael is responsible for integrating strategies and solutions to maximize in force insurance business to best serve our clients. Previously, he was Manager of Practice Management at Securian Financial Services, Inc., a Senior Training Manager for Woodbury Financial Services, Inc.. He is a Chartered Retirement Planning Counselor℠ (CRPC®) and carries the following Financial Services Designations: CFS, CIS, CFF, CES, CAS and CTS. In addition, he holds Series 7, 24 and 66 registrations as well as Life, Health, and Variable Life and Annuity licenses.
Nicole Rigsby-Cheek, QKA, CPFA, CHSA
Nicole Rigsby-Cheek is the Director of Retirement Services for our partner, Valmark Financial Group. In her role, she is responsible for the management and support of Valmark’s qualified plan business and Valmark’s Retirement Turnkey™ program. She has over 17 years of experience working with qualified plans. In her previous roles, she managed 70 retirement plan accounts with $400M in assets under management, assisting with record keeper and TPA selection, plan design strategies, selection and monitoring of pan investment options and participant education/ communication strategies. She is a qualified 401(k) Administrator (QKA), Certified Plan Fiduciary Advisor (CPFA), and a Certified Health Savings Advisor (CHSA). She also holds a Series 7 registration and Ohio Life and Health licenses.
Sam Galloway
In his role as the Director of Vendor Relations for our partner, Valmark Financial Group, Sam is committed to helping build a world class vendor services team and is primarily responsible for managing major custodial platforms and marketing Retirement Turnkey, Valmark’s comprehensive process for developing and managing qualified plans. He spends most of his time identifying gaps and inefficiencies in technology, developing Valmark’s team with the knowledge needed to be successful, and providing additional structure within the operations group. Mr. Galloway earned his BSBA from Chaminade University. He holds 7, 24 and 66 registrations as well as Ohio Life, Health and Variable licenses.