David Meier
In his role as an OCIO Services Consultant at LPL Financial, David supports Johlfs Wealth Management as the Chief Investment Officer where he provides economic insights and deep experience in the development of Johlfs Wealth Management’s investment philosophy and strategy. He works closely with the firm’s advisors to structure tailored investment strategies that align with clients’ financial goals and risk tolerance.
David consults with Johlfs Wealth Management Investment Committee and designs multi-asset portfolios that align with clients’ objectives. David takes pride in his pivotal role to support the firm with professional guidance on investment strategies and market insights. He and his team conduct in-depth research, monitor market trends, and assess risk factors to develop investment recommendations in all types of market conditions.
Before joining LPL Financial’s OCIO Services group, David was a Portfolio Manager and Equity Analyst with Citi Investment Management. He was responsible for managing the firm’s US Large Cap Core Equity strategy and multi-asset class portfolios, with expertise in the Communication Services sector. David began his career as an investment specialist within the global wealth management practices at JPMorgan and Citi. In these roles, David provided investment advice to private clients, family offices, endowments, foundations and other institutions.
David earned his B.A. in Economics and German Language from Northwestern University.
Sanjana Sudhir
As a Senior Analyst within LPL’s OCIO Services, Sanjana is responsible for supporting the Chief Investment Officer. Sanjana’s technical knowledge positions her as a skilled specialist in the implementation of investment management processes for Johlfs Wealth Management.
Previously, Sanjana was a member of the LPL Research Risk Management Committee (RMC) where she provided portfolio risk management analysis and produced reports that provided analytical insights to the Model Portfolio Committees (MPCs) for LPL’s home-office investment models. Before joining the Research team, Sanjana supported advisors as an Admin Solutions Consultant within LPL’s Strategic Wealth model. Prior to her time at LPL, she worked as a staff accountant.
Sanjana earned an MS Finance from University at Buffalo, The State University of New York and a BA Economics from University at Buffalo, the State University of New York.
Craig Johlfs CFP®, MBA, CDFA®, AAMS®, AWMA®, CMFC®
I started my practice from scratch at the start of 2007. From those humble beginnings to now, there have been a lot of changes in the market, the finance industry, and our practice. What hasn’t changed is our dedication to our clients, their financial plans, and their money – a stewardship that we take very seriously. I’m humbled to work with such great clients and colleagues every day. At the moment, I’m having a lot of fun toggling between being a CFP® practitioner, a business owner, and an investor. When I’m not engaged in business, I enjoy spending time with my family, traveling, and pursuing lifelong hobbies.
Fun fact: I lived abroad in Tokyo, Seoul, Australia and Costa Rica.
Cameron Fraker CFP®
Born and raised in Colorado, I have proudly been associated with Johlfs Wealth Management since 2017. After a brief time working at a larger firm, I realized the true value of my role is building long-lasting and meaningful relationships with our clients. I have assisted in many facets during my time at JWM, but now my time is primarily spent in front of our wonderful clients assisting them in reaching their own version of financial freedom. Honestly, I really enjoy the complex problem solving that is required when developing financial plans. Outside of work, I spend time exploring Colorado with my wife Kelsey and our growing family.
Trevor Holen CFP®
Originally from Nebraska, I relocated to the Denver area and joined Johlfs Wealth Management in 2020. Today, I live in South Denver with my wife, Taylor, and our poodle, Oli.
In my free time, I enjoy exploring Colorado's natural beauty, whether that’s by hiking, biking, fishing, camping, or skiing. One of my most cherished memories is camping near Telluride with Taylor and Oli and taking in the unforgettable views on Bridal Veil Fall’s hiking trails, a favorite that still resonates with me.
As a Certified Financial Planner™ (CFP®) at Johlfs Wealth Management, I focus on helping clients facilitate financial freedom through customized, comprehensive strategies. My approach encompasses tax planning, retirement income strategies, risk management, employer benefits analysis, education funding, and estate planning. With a tailored plan in place, I strive to give my clients clarity and confidence as they move toward their financial goals.
Fun fact: I played football while attending Nebraska Wesleyan University.
