MEET YOUR ADVISORS
We’ll be with you every step of the way, no matter where you are on your retirement journey.
Larry Henderson CEO
Larry is all about building personal relationships so he can help his clients build their wealth. The founder of Allied Wealth Financial Group has built a reputation for educating those he serves and helping them achieve their personal and financial goals.
With a background of starting over 20 businesses, Larry brings a wealth of entrepreneurial experience to his role as Investment Advisory Representative and leader of the firm. He was inspired to enter the financial industry after selling a successful business in the late 1990s and realizing the need for advisors who could help with both taxes and retirement planning. Larry continues to advise about the risks excessive taxes can pose to retirements and works to help clients develop tax-wise strategies.
Larry possesses health, life, long-term care and annuity insurance licenses, and is registered with his Series 65.
Larry is a lifelong resident of the Pueblo and Colorado Springs area. He and his wife, Cindy, love traveling, camping, riding ATVs and watching sporting events with their daughter, Jill, son-in-law and three beautiful grandchildren. They also are blessed with too many pets to count, including dogs, cats, rabbits, fish and other wildlife.
JOEL GEORGE Financial Advisor, Gradient Advisors, LLC
Joel is on a mission to help people make the most of their lives. Since joining Allied Wealth in 2021, Joel has quickly become a go-to advisor on Social Security. Joel possesses life and health licenses, and he is registered with his Series 65.
Joel’s passion for finance sparked from an early age, leading him to earn a degree in business finance from the University of Colorado at Colorado Springs in 2019. He also learned perhaps his most important lesson while growing up in Simla, Colorado, a small town where “everyone knows everyone.” That lesson? “It’s always important to hold myself to the highest standard,” Joel says.
Now a resident of Colorado Springs, Joel enjoys going to the lake with friends and family, golfing, meeting for lunch with his three siblings and family on Sundays after church, and spending time with his nieces and nephews.
Albert Naticchioni Retirement Planner
With over 40 years of experience in the financial services industry, Albert brings a wealth of knowledge and a passion for helping clients achieve financial confidence in retirement. He joined Allied Wealth Financial Group in 2024 and specializes in creating comprehensive retirement strategies that address every aspect of his clients’ financial needs.
Albert began his career in property and casualty insurance and quickly discovered a passion for life insurance. This passion grew into a desire to expand his expertise, leading him to incorporate investments into his practice. By doing so, he has built a reputation for delivering full-spectrum financial solutions that support his clients’ goals across industries and stages of life.
Albert is known for his ability to see the big picture, develop sound strategies and explain complex financial plans in a way anyone can understand. His dedication to clarity ensures that his clients feel confident and well-informed as they make important decisions about their financial futures.
Albert has earned his Chartered Retirement Planning Counselor (CRPC) and Life Underwriting Training Council Fellow (LUTCF) designations. He has passed the Series 65 securities exam and holds life, health and annuity licenses.
Outside of work, Albert’s life is deeply rooted in community and family. He resides in Westminster and actively serves his community, including advocating for youth development and athletics. He is the proud father of his son, Alex, and celebrated becoming a grandfather in January 2025. Albert enjoys golfing, bowling, cooking, entertaining and watching sports.
Lachlan Kaiser Financial Advisor
Lachlan joined Allied Wealth Financial Group in 2024 with a clear mission: to make a meaningful impact in his clients’ lives by helping them achieve their financial goals and dreams. His approachable nature and passion for educating others make him a trusted resource for clients seeking to build retirement strategies tailored to their unique needs.
With a Bachelor of Science in finance from the University of Kansas, Lachlan’s foundation in financial principles is paired with a hands-on approach to client service. Licensed in health and life insurance and having passed the Series 65 securities exam, he offers a comprehensive perspective on financial planning. Lachlan specializes in reducing risk and fees for his clients while maintaining strong returns, a skill set he honed with the guidance of his experienced team and his dedication to understanding the nuances of market strategies.
When he’s not assisting clients, Lachlan can be found snowboarding, hiking and camping under the Colorado sky; enjoying a round of golf; weightlifting; or playing with his two cats, Squirt and Nova.
our services
For your convenience, we offer personal consultations both in-office
and via remote video conference.
Portfolio Analysis Review
The Portfolio Analysis Review (PAR) process is a method of bringing your investments in line with your risk tolerance and ever-evolving goals. Just as an annual appointment with your doctor promotes physical health, reviewing your assets every year promotes financial health by helping to ensure your long-term investment goals remain in clear focus.
This is where we come in. The three-step process takes an inventory of your portfolio with a comprehensive, 360-degree approach.
The PAR process can provide answers to the following questions regarding your investments:
- How many brokerage accounts do you have with each custodian?
- How many positions do you own in each account?
- How much income do you receive from investments?
- How is your portfolio's risk balanced with potential rewards?
- If you know the fees and expenses for your brokerage accounts, how could they affect your portfolio's long-term returns?
The PAR process creates a detailed account of your investments while organizing your portfolio, which may make it easier to comprehend. Together, we'll develop a plan for them to work in concert to help achieve your goals.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today.