Team

AMPLIFY : ALIGN

Why a team approach matters.
By bringing every member of our team, and their areas of expertise, to the table for you we think bigger, broader, more holistically and more intuitively on your behalf. We don’t make decisions in a vacuum. We consider all parts of your financial picture; lifestyle, aspirations, data, risk tolerance, worries, dreams and more. Then, we pool our resources, talents and experience to help provide you with the best ways to make all the pieces work to your benefit. While each member of our team has deep knowledge of their specialty, we also believe in collaboration and the sharing of ideas to give you a truly complete picture of all of your options and the most thorough and thoughtful roadmap for how to move forward.

GRAHAM C. GERLACH
CFP®, AEP®

Graham C. Gerlach

MANAGING PARTNER, CFP®, AEP®

720.420.4871 Direct

graham@RatioWealthGroup.com

“I believe achieving a lifetime of financial security is possible for everyone. What I enjoy most about my job is helping to empower people to get the most out of their strengths and resources. I think one of the most important things I have to offer is my focused listening, expertise and intuition which help me to understand each client’s unique goals and desires.  I’m very proud of how our team at Ratio is able communicate detailed and often complex information in a simple way – helping clients to take ownership of their financial security.”

Graham brings a varied and highly valuable combination of expertise to Ratio Wealth Group. He has earned both his Certified Financial Planner™ professional and Accredited Estate Planner ™ designation and is also FINRA Series 7, Series 63 and Series 65 licensed. Graham specializes in retirement distribution and estate planning and works predominantly with business owners, corporate executives and professionals in the asset management, corporate finance, private equity and investment banking industries. Highly regarded in the industry, Graham is a frequent speaker locally and nationally and has received numerous awards for his excellence as a credible and solutions-based insurance and financial services professional.

Graham holds a (BA) from Denison University (Religion and Psychology) and is a member of the Denver Estate Planning Counsel.

Work : Life

Outside the office, you’ll find Graham enjoying his family, raising puppies, following both American and European football and pursuing his referee certification with the U.S. Soccer Federation. 

GRAHAM C. GERLACH<br>CFP®, AEP®