Chase Alexander Chaldekas, CLU®
Wealth Management Advisor


Chaldekas Financial

Team

 
Kahla N Jacoby

Kahla N Jacoby

Office 720-963-6983

Kahla started with the practice in 2014 as an Associate Financial Representative.  She holds a Colorado resident Life & Health Insurance Producers License, Long Term Care License, Series 6, and 63.  Her focus with Chaldekas Financial is on comprehensive client service and practice management. If you have any questions regarding your accounts, she will be happy to assist you.

Kahla graduated Cum Laude from Culver-Stockton College with a Bachelor of Science Degree in Business Administration with an emphasis in Marketing and Communications.  She also graduated Summa Cum Laude from Missouri Baptist with a Master of Science Degree.

Kahla is from Central Illinois and relocated to Colorado in 2014.  She enjoys spending time with her husband, Dustin, and their Chocolate Lab, Dak.

 
Josh P Puccini

Josh P Puccini

Associate Wealth Management Advisor
Mobile 303-748-7191

Josh is an Associate Wealth Management Advisor at Chaldekas Financial. He began his career with Northwestern Mutual in 2014. Josh’s focus at Chaldekas Financial is on comprehensive financial planning and customized investment management. He is available to help clients with comprehensive financial plans, investment analysis, accounts and insurance planning. 

He holds a Colorado resident Life & Health Insurance Producers License, Long Term Care License, Series 7, 63, and RICP® designation. Originally from Chicago, Josh has lived in Colorado since 2001. He enjoys playing basketball, hiking and attending live music shows.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck