Townsend: Detailed Company Information & Corporate Profile

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Summary

Townsend is a finance firm founded in 1990 and headquartered in Westminster, US, operating within the Denver Metropolitan Area. The independent company delivers comprehensive retirement planning, wealth management, in‑depth portfolio design, investment research, estate and tax reduction strategies, financial education, and 401(k)/pension plan consulting—including rollovers and allocation recommendations.

With revenue between $50 million and $100 million and a staff of 10–50 employees, Townsend’s leadership team features Owner Christopher Milne, Senior Vice President/Chief Investment Officer John Goltermann, Chief Operating Officer Anthony Schembri, Creative Director and owner Barry Townsend, along with roles such as Procurement Coordinator Lisa Burgess Egner, Financial Planners Grace and Jonathan Amick, Securities Trader Tyler Hentges, Python Developer Ivan Zhdaniuk, Developer Ryan Apple, and others.

Townsend Websitetownsendretirement.com
Social Links
facebook
Phone Number303.452.5986
Industries
Townsend Headquarters Address2761 West 120th Avenue, Ste 200, Westminster, 80234 US
Company Size10-50 employees
Specialities & ServicesComprehensive Retirement Planning, Wealth Management, In-Depth Portfolio Design, Investment Research, Estate Planning, Tax Reduction Strategies, Financial Education, 401(k)/Pension Plan Consulting, 401(k)/Pension Rollovers, 401(k) Allocation Recommendations
SIC Code6199
DMA CodeDenver Metropolitan Area
Founded1990
Estimated Annual Revenue$50M - 100M
Operating StatusIndependent Company
Updated:2026-09-27

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Townsend's workforce includes employees across a wide range of tenure levels.

4% have been with the company for less than 1 year4% have been with the company for 1 to 2 years8% have been with the company for 3 to 4 years12% have been with the company for 5 to 7 years4% have been with the company for 8 to 10 years69% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Townsend
Lisa Burgess Egner
Lisa Burgess EgnerProcurement Coordinator
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John Goltermann
John GoltermannSenior Vice President, Chief Investment Officer
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Barry Townsend
Barry TownsendCreative Director and Owner
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Anthony Schembri
Anthony SchembriSenior Vice President, Chief Operating Officer
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Tyler Hentges
Tyler HentgesSecurities Trader
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Grace
GraceFinancial Planner
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Kaitlin Bell
Kaitlin BellClient Services Manager
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Jonathan Amick
Jonathan AmickFinancial Planner
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Savanna Brown
Savanna BrownEvents and Communication Manager
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Dana Kane
Dana Kanesecretary
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Ryan Apple
Ryan AppleDeveloper
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Ivan Zhdaniuk
Ivan ZhdaniukOdoo Developer
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Jose Rivera
Jose RiveraRegional Manager
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Natalia Shumigai
Natalia ShumigaiPET-project
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Igor Solovei
Igor SoloveiMentor PM
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Townsend Corporate Information: FAQ

Townsend operates in the Finance industries. More details can be found on the official website: townsendretirement.com.
Townsend has offices located in Westminster, US.
The headquarters of Townsend are located in Westminster, United States.
You can contact Townsend by phone at 303.452.5986.
Townsend currently employs 10-50 people.

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