The Denver Money Manager Team
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| Robert E. Grey,
Financial Advisor
Founder
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Rob Grey's experience in the financial services industry spans over 30 years, and includes the areas of banking, insurance, and investments. In 1984, he registered as an Investment Advisor with the Securities and Exchange Commission when, disenchanted with the typical commission-driven advice of stock brokers, Rob took on the task of becoming a "student of the stock market."
Since then, Rob has been at the forefront of the maturation of the fee-for-service financial planning and investment management industries. Today, Denver Money Manager manages over $50 million dollars for personal clients and $65 million dollars for institutional clients.
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| Aaron D. Grey CFP®,
Financial Advisor
Director of Operations
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Aaron Grey (second generation) attended the University of Colorado at Boulder where he earned his Bachelors of Science in Chemical Engineering. After graduation, Aaron spent three years working as an engineer in the field of computer-based measurement and automation for National Instruments Corp in Austin, TX and San Diego, CA.
In 2003, he returned home to Colorado to join Denver Money Manager. Aaron serves on various industry advisory panels including TD Ameritrade Institutional's Operations Panel consulting on the development of technology for one of the industry's largest institutional brokers. He is actively involved with Denver Active 20-30 Children's Foundation, Big Brothers Big Sisters of Colorado and serves on the board for LoDo Cares, the philanthropic arm of LoDo District Inc. Aaron currently oversees client service, trade execution, technology and financial planning at the LoDo office for Denver Money Manager.
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| Joel T. Martin
Financial Advisor
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After working for three and a half years with Merrill Lynch, Joel Martin decided that the fee only fiduciary advisor business was a better fit for his clients and prospects. Joel joined the Denver Money Manager team in February 2011 and brings a high degree of leadership to the company. He is a graduate of West Point and served in South Korea and Iraq, where he received the Bronze Star Medal for his service during combat. He is currently working on an Executive MBA at the University of Colorado and serves on the board of directors for the West Point Alumni Association in Denver. Joel is also the secretary of LoDo District Inc. and co-chair of the LoDo Young Professionals.
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| Paula J. Grey,Chief Compliance Officer/CFO
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| Paula Grey is Rob’s wife and business partner. Paula started in the group health insurance with Rob in 1980. She built a large block of business clients and retired from the insurance business when their son, Zachary, was born in 1988. Paula graduated from the University of California, Santa Barbara, in 1970 with a major in Sociology and a minor in Psychology. She completed the coursework for a Masters in Education/Curriculum Development, also at UCSB. Paula has a varied and extensive professional resume, including elementary school teacher, Santa Barbara Zoo Education Director/Public Information Officer, cosmetologist and personal growth seminar instructor.
Paula currently manages all the accounting for Denver Money Manager as well as serving as the Compliance Officer for communication with the SEC and state regulators.
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