8055 E. Tufts Avenue, #1400
Denver, CO 80237
303.755.3249
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Meet Our Team

J. Pat Gregory

Email Address

Pat.Gregory@LFG.com

J. Pat founded Gregory & Associates in 1969. For 44 years, he has provided Retirement Income, Investment, Insurance advice and designed retirement plans for public entities and private businesses alike. Gregory & Associates has been closely affiliated with the Special Districts Association of Colorado since its inception in 1975 and currently provides financial services to 29 district members. From 1984-1996 J. Pat was the exclusive marketer for the State of Colorado’s 457 plan. Through his experience, he credits personal relationships as the catalyst for the business. His mantra has been:

Be careful of the future–
Work Hard!
Be creative!
Don’t look back!
Flow with the times, but stand firm
—J. Pat Gregory, 1983

J. Pat and his wife Lynn were married for 53 years. They have three children, eight grandchildren and two great grandchildren.

 

Chad Alevras, CRPC®

Email Address

Chad.Alevras@LFG.com

Chad is a Chartered Retirement Planning CounselorSM , and an Investment Advisor Representative offering comprehensive financial planning and retirement plan services through Lincoln Financial Advisors. Chad provides accountability to help clients make informed decisions regarding adjustments that may, or may not, need to be made over time to ensure clients are positioned for a reasonable probability of success relative to their goals. Through his experience of over ten years in practice, he has found that offering strategic and independent advice promotes a comfortable team environment with his clients. His unique, easy to understand approach to wealth accumulation, wealth preservation and retirement income strategies helps clients toward meeting specific goals and objectives.

During his time as a college and professional baseball player Chad visited 32 states, but he never found a place he loved more than Denver. Born in Boulder and raised in Littleton. He now lives in Greenwood Village with his wife Emily, daughter Emerson, son Bennett and dog Oliver. Chad enjoys being with family, playing in the park with the dog, skiing and tennis. Known for being funny, loyal and charismatic, when he retires, Chad and his wife hope to run an animal sanctuary.

Chad was a Special District Leadership Fellow in 2013, 2014, was on the 2014 and 2015 Selection Committee for the Daniels Scholarship fund, and was listed in 2014 and 2015 as a Five Star Wealth Advisor in the Denver business Journal and 5280 Magazine.

 

Nancy Tagovailoa

Email Address

Nancy.Tagovailoa@LFG.com

Nancy Tagovailoa joined Gregory & Associates staff in March 2015. She has worked the last 20+ years as a financial administrator for multiple investment firms. Her primary focus is to assist our representatives with business processing and procedures, and provide outstanding customer service to our clients from opening new accounts to assisting them with managing updates and changes to their accounts.

Nancy is a Colorado native and is married and has a daughter who currently resides in Germany with her husband. Nancy loves spending time with her husband, gardening, reading and enjoying everything that the beautiful Colorado outdoors has to offer.

 

Aaron Huntoon

Director of Planning

Phone

303.793.9307

Email Address

Aaron.Huntoon@LFG.com

Aaron consults on comprehensive financial plan design and technical topics with Lincoln Financial Network advisors nationally. He is a Sagemark Consulting Private Wealth Services Advisory Specialist in which he provides customized strategies for highly affluent clients. Additionally, he serves as a Business Intelligence Institute Advisory Specialist, an agribusiness planning specialist and as well as a charitable planning specialist. Annually, he conducts several presentations on estate, charitable and business planning topics company-wide. He co-leads the Estate and Charitable Planning committee for the National Planning Department and presents at LFN Fall Focus, Planning Forum and Peak conferences.

Aaron has a Master’s in Business Administration with a concentration in Finance and Accounting; Bachelors of Science in Marketing, International Business and Spanish; and has worked in the financial services and wealth management industry for over 15 years. In addition, he holds a Chartered Retirement Planning Consultant designation through the College for Financial Planning in Colorado.