Chase Chaldekas, CLU®
Wealth Management Advisor

Chaldekas Financial


Kahla N Jacoby

Kahla N Jacoby

Director of Operations and Client Service
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.

Jim James Gentry Jr

Jim James Gentry Jr

Associate Financial Representative
Office 720-963-6981

Jim started with Northwestern Mutual in 2017 as an Associate Financial Representative.  He holds Life and Health Licensing for the state of Colorado.  Jim joined Chaldekas Financial in the Summer of 2019 with a focus on Investment Operations and Client Service.

Jim is a Colorado Native that graduated from Metropolitan State University in 2017 with a Bachelor of Science.  He enjoys outdoor activities such as fishing, camping, hiking, and walking the trails with his Australian Shephard mix, Rudy. 


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