Nadia Shokohi PhD, CDFA, CPFA

Certified Divorce Financial Analyst
Certified Plan Fiduciary Advisor
303-210-2607

With over 17 years of experience in the financial services industry, Nadia is a well-established and highly regarded wealth manager. Nadia has extensive experience in asset management, financial planning, insurance, retirement planning and assessments of 401K plans. She works alongside clients to help them identify, progress toward, and pursue their most meaningful financial and life goals.

Nadia’s incredible life story is a portrait of what one woman can accomplish with courage, determination, and love. She received her B.S and M.S. degree from the University of Minnesota and her Ph.D. from University of Colorado. It was Nadia’s love of children that inspired her studies and also her next step to University of Colorado Health Sciences.  Nadia’s work as a medical student became extra challenging when she was blessed with three children in five years. Nadia found herself going through a divorce with three young children and juggling work schedules and child care at home, made life very stressful.

Nadia enjoyed working in the neonatal intensive care unit, but her heavy work schedule made it difficult as a single mom so she made a momentous decision. To keep full custody of her kids, she changed careers.  She found another form of service and entered the field of financial management with the intention of helping women make life transitions. Although earning a fraction of her former income, Nadia now had her children, and her lifelong dedication to learn and excel. She continued to move forward and to shine.

Today, her children are active teenagers, following in their mother’s fully-engaged footsteps. Now remarried and the mother of her new extended family, Nadia continues to pursue her career with love and dedication. “I have always been an A student in school, work, and in life,” she says.

“For me, that translates into giving A+ service to my clients. Every day I look for ways to take care of them and add value to their lives.”

With her own special expertise and personal experiences Nadia’s mission is to provide women with the knowledge and tools they need to face the financial issues that come with big life transitions like divorce, widowhood, and retirement. She also brings invaluable skills to provide doctors with the best advice and service available because she understands the unique challenges that only physicians face.

Larry Giesing

LPL Registered Investment Assistant
303-210-2607

Larry Giesing earned his bachelor’s degree in finance from North Texas State University before moving to Colorado from Texas in 2009.  His finance career began as a teller at Bank of the West.  He later decided to pursue another interest, and after earning a second degree in Solar Technology in 2012, he worked for SMA Solar.  He returned to his financial roots when he joined LPL Financial in 2015.  He received his Series 7 license, registered with LPL, in 2018.

Moving forward, Larry is very excited to join Shokohi Wealth Management Group as an LPL Registered Investment Assistant!  His experience and compassion will be integral to the team and quality customer service we provide our clients.

Larry lives in Aurora, Colorado with his wife and two dogs (a Siberian husky and a German shepherd).  Accompanied by his wife and the two dogs, they enjoy hiking and snowshoeing adventures in the Rocky Mountains.

Lisa Monette

Administrative Assistant

Lisa has many years of experience in office administration, accounting, and customer service. She was self-employed for 5 years as a virtual administrative assistant before joining the Shokohi Wealth Management team. 

She is a Colorado native and single mom to an adult son and a teenage daughter. Lisa earned her bachelor’s degree from the University of Northern Colorado, and Paralegal Certificate from Metropolitan State University in Denver. 

Outside of work, Lisa enjoys gardening, hiking, outdoor photography, camping, and travel. She’s also an avid reader. 

Mandy Winslow

303-210-2607

Mandy Winslow is an experienced Administrative Assistant who moved from England to live in Colorado, 2 years ago.

After leaving College, Mandy worked as an Executive PA for a top ranking Personal Injury Lawyer representing clients who suffered catastrophic injuries.  After getting married Mandy moved location and began working as a PA for the HR and finance department at an English Private Boarding School in Bath, England.  

When not hard at working assisting Nadia, she enjoys hiking, skiing and generally experiencing the great outdoors that Colorado has to offer.  She can also very often be seen on the sidelines of a soccer pitch supporting her 9 year old daughter.