Our sole focus is YOU.
Our mission is to preserve, protect, and grow the wealth our clients have worked a lifetime to build. Our focus is comprehensive wealth management that integrates and works together with your legacy and estate planning strategies as part of a well-constructed, long-term financial plan. This includes growth of assets, risk management and retirement planning.
Our number one priority has been, is, and will continue to be representing our client’s best interests.
Our Founding Partners have over 30 years combined industry experience. They have been featured in Fortune and Fox Business national news outlets, as well as on local television and radio. The Paradigm Group and TDC Denver, (TDC), a DBA of TFO-TDC, LLC., serve the Denver and Front Range areas of Colorado.
As a founding partner of the Paradigm Group, Matt Klaess has an understanding and commitment to helping others reach their financial potential and goals. Matt is also a licensed Investment Adviser Representative with TFO-TDC, LLC, doing business as (“dba”) TDC Denver. A business owner for over 20 years, he has a deep knowledge and broad-based skill set for developing and maintaining strong personal relationships. Matt’s business experience has also given him the competence to navigate competing financial demands, an intuitive approach to financial strategies and saving for retirement and an understanding of these difficulties.
Matt is a frequent educator at financial workshops and conferences, as well as a contributor and guest for Fox Business News, Fortune and other major financial publications.
Matt coaches his son’s local football and baseball teams and is very involved in youth sports, as it provides him with the opportunity to give back and pass on the valuable life lessons he learned through sports. He maintains a very active life as a frequent golfer, sports enthusiast and member of a large family. Matt is also involved with various local charitable organizations, offering both his time and fundraising experience.
Erik Krom, a partner at the Paradigm Group, has spent the past 12 years working to improve the lives of his clients, a position that combines his passion for helping others with his experience in investments, insurance and retirement planning. In addition, Erik is a licensed Investment Adviser Representative with TFO-TDC, LLC, doing business as (“dba”) TDC Denver. Erik believes in a client-centric model in which he acts independent of a bank, mutual fund or insurance company to serve the best interests of his clients.
Erik is a contributor to various news outlets, including Fox Business and Fortune, and has been listed in Medical Economics as a top financial advisor for physicians. He has hosted several radio shows and is a regular speaker at educational events and seminars on a variety of financial topics.
Erik was born in Pasadena, California, and graduated from Linfield College with a Bachelor of Science in business. He lives in Denver with his wife, Jen, and two amazing daughters. Erik and Jen are active in their community and are one of the top 100 fundraisers for the Rocky Mountain Multiple Sclerosis Society. Erik is also involved in youth soccer and coaches his two young daughters. He enjoys golf, skiing, Muay Thai, CrossFit and spending time in the great Colorado outdoors with his family.
Robert Klaess has been a managing partner of the Paradigm Group since 2008 and specializes in retirement income planning, wealth preservation and estate planning.
Whether working with an individual or business, Robert takes a personalized approach to working with his clients with the understanding that they come from unique situations and phases of life. He believes it is crucial to listen to clients before designing plans that will fit their financial goals. Robert is dedicated to working with people for the long term and making a difference in both their lives and that of their children.
Robert is a contributor to Fox Business and has served as co-host of the KHOW radio show “Redefining Your Retirement” for the past five years. His knowledge and experience have also given him the opportunity to conduct numerous seminars, educating hundreds about the principles of finance and retirement planning.
Robert was raised in Evergreen, Colorado, and graduated from Arizona State University. He lives in Denver with his lovely wife, Holly, and three young daughters. When not in the office, Robert enjoys coaching soccer and enjoying the great Colorado outdoors.
As a Senior Wealth Adviser with TDC, Brady works with high net worth individuals, families and business owners to identify and assist with their wealth planning objectives. Brady is also a member of the firm’s Executive Committee and serves on the firm’s Investment Committee. Collectively, Brady’s passion is providing comprehensive planning and solutions for the clients he serves.
As Director of TDC’s Advisor Network, Brady works with TDC’s partner advisers in helping them grow and expand their practices as well as TDC’s national footprint.
Brady is a graduate of the University of Toledo and serves as a board member at Saint John XXIII Catholic Church, Lial Elementary School in Whitehouse, and Heartbeat of Toledo. He is actively involved with his wife, their five children, and their various activities.
As Director of Retirement Plans Services with TDC, Chris takes a consultative approach in an effort to build a successful plan for not only the sponsoring employer, but also the individuals who make up that organization. For the past 15 years Chris has been helping organizations and individuals plan for retirement and he is a dedicated resource to the retirement plan clients of the firm.
Chris takes a disciplined approach when discussing investments and retirement planning with clients, making sure their long-term needs are being addressed. He puts a strong emphasis on education and helping individuals understand the importance of saving and having the proper investment allocation. Chris has also completed the Chartered Retirement Plans Specialist, CRPS®, Professional Designation Program from The College for Financial Planning® and Certified Plan Fiduciary Advisor, CPFA.
Prior to joining TDC, Chris was a regional account manager with John Hancock Retirement Plan Services for seven years, where he was responsible for the management of more than 100 corporate retirement plans. Chris earned a Bachelor of Science degree from the Ohio State University in 1997. Chris and his wife, Becky, have three children.
As the Director of Practice Management for TDC, Adele works with a specialized team of associates to meet the specific advisory and wealth management needs of TDC’s clients. Adele holds the distinction of being the most tenured associate of the firm, having been with TDC since 1989.
She is currently a member of the firm’s Investment Policy Committee and is committed to ensuring her clients receive extraordinary client service. Every single day, Adele shares the wisdom and experience she has gained over her 25 plus years with TDC with clients and staff.
After graduating from Carleton College in 1987 with a BA in economics and certification in secondary education, Adele worked for an investment management firm in the Minneapolis/St. Paul area and as a high school teacher. Adele and her husband, Tim, reside in Holland, Ohio, and have two children.
As an Investment Adviser for TDC, Stephanie uses a systematic and organized approach coupled with a deep understanding of her clients to help them reach their financial goals.
Prior to joining TDC, Stephanie served as a remote Client Relationship and Operations Manager for advisers across the country. She also previously served as a Wealth Adviser for a wealth management firm in Winchester, Virginia.
Stephanie attended Virginia Tech where she obtained her bachelor’s degree and Master’s degree in Family Financial Management. She returns to Virginia Tech as a guest speaker/lecturer for Financial Planning and Agribusiness classes and has sat on several boards and managed fundraising events for a number of non-profits.
As Principal of TFO-TDC, Inc, Cleves leads a Wealth and Risk Management firm centered on its "Why.” Cleves has over 25 years of experience in the industry, and through his leadership, the firm and its employees have gained a strong understanding of why they come together every day and why they put so much into their work. Their mission is simple – to help families be families; stronger, closer, wiser.
Many firms know what they do – investment advisory, family office services, high end personal lines property casualty insurance, estate planning and life insurance. But few have a culture of knowing why they do it. Cleves takes great pride in his firm and their ability to help clients and their families discover their personal “why” by helping them pursue their wealth management and risk management goals.TDC uses this innovative approach to maintain its position as a multidisciplinary firm. In addition, Cleves is active in several causes and organizations about which he feels strongly and is very active in the lives of his own family. He and his wife Kathy have five wonderful children.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at ParadigmGroup@pgretirement.com or call us at 720-931-6560 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
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