Broker Check

Meet The Team Behind True Wealth
Our Team

Meet the great team of people here at True Wealth Advisors Inc.

Mason Samuels, CKA®, CRPC®, AIF®

2021 - 2025 Forbes|Shook Best in State Wealth Advisor

(720) 217-9541

mason@teamtruewealth.com

I am passionate about helping individuals, families, and business owners in working towards their financial goals. I specialize in both assisting clients with identifying, understanding, and implementing practical and realistic wealth building plans, as well as retirement income planning and wealth preservation strategies for pre-retirees and retirees.

I believe in time tested Biblical principles and truths, and thrive on long-term relationships built on trust, integrity, customer service, and respect. I have the Certified Kingdom Advisor® designation, which allows me to confidently integrate technical expertise and biblically wise counsel into my financial advising role. This designation sets me apart as a financial professional who is pursuing the integration of faith and work. I pour out all I can into each of my clients, and their well being is of utmost importance.

My pride and joy are the women in my life. My wife Katie and I have four precious angels – Tyla Bray, Macie Drey, Jada May, and Tavie Shay. I have been, and continue to be, an active member in my community. I was a head football coach at a local private Christian high school for over a decade, and now I am coaching my girls basketball teams. Katie and I have led education classes at our church for 15 years, and our family serves annually at various events through both our church and other non-profit organizations.

I graduated from MidAmerica Nazarene University with a BA in both Business Communications and Business Administration. I hold the Series 6 & 7 securities licenses through Osaic Wealth and the series 66 through both Osaic Wealth. I’m also a Chartered Retirement Planning CounselorSM and an Accredited Investment Fiduciary® (AIF®), which means I have a legal obligation to manage investments on behalf of others to carry out their fiduciary responsibilities.

Forbes “Best-in-State Wealth Advisors” list, 2021-2025. The ranking for this list by SHOOK Research is based on due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Forbes is a trademark of Forbes Media LLC. All rights reserved. Rankings and recognition from Forbes/SHOOK Research are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor. 

Alex Goldstein, CRPC®

Wealth Advisor

(303) 854-8335

Alex@teamtruewealth.com

As a financial advisor I am here to walk alongside clients through all of life’s financial seasons. I believe in Biblical principles when it comes to money and center my practice on caring for clients while building lifelong relationships.

I live in Parker, Colorado with my beautiful bride Morgan and four kids – Carter, Kaysie, Nathan, and Logan. In our free time we love spending time with family, friends and cheering on the Broncos and Avalanche!

Colorado State University is where I received my bachelor’s degree in Business Administration. While at CSU, I also served as a full-time leader with a campus ministry. I have my Series 7 and Series 66 registration held through Osaic Wealth. I am Life, Accident & Health Insurance licensed in Colorado.

Alex Goldstein

 

Lloyd Sprague MBA

Five Star Wealth Manager 2023

(303) 881-5813

Lloyd@teamtruewealth.com

A lifetime of Experience: For the past three decades I have trained and educated financial advisers to prepare their clients for retirement. I look at life a little differently. After losing my mother to Cancer at age 56 and my father suffering a debilitating stroke at age 73, I understand that retirement dreams do not always stick to the plan.

Our Journey together: A common theme with our clients is wanting to create a roadmap to help guide life’s "Second Half". As your personal Chief Financial Officer, this is an integral part of the True Wealth process. We strive to help you design the structure of your financial life, from Wealth Management, Tax Planning, Estate Planning, Risk Management, Cash Management and Philanthropy needs. It is the personal service during this journey together that can build confidence with your finances, so you can pursue your own True Wealth.

Professional Licenses: Lloyd holds his Series 7, 26, 63 and 65 securities registrations with Osaic Wealth, as well as Life/Health/Long-Term Care Insurance licenses. He’s currently registered in AZ, CA, CO, FL, ID, KS, MA, MI, MN, NC, NJ, NM, NV, NY, OH, OR, RI, TX, UT, WA, WV, WY

Lloyd E. Sprague MBA
Financial Advisor
E-Mail: Lloyd@teamtruewealth.com
Mobile: (303) 881-5813

True Wealth Advisors Inc.
5299 DTC Blvd, Suite 1350
Greenwood Village, CO 80111


Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2023 Five Star Wealth Managers. The Five Star Wealth Manager award does not evaluate the quality of service provided to clients.  Recipients of the award may have had unfavorable ratings. In the Denver area, 2,580 award candidates were considered for the Five Star WealthManager award of which 247, approximately one percent of award candidates,  were named 2023 Five Star Wealth Managers. The 247 award winners represent less than one percent of the total wealth managers in the area. The award is not indicative of the wealth manager’s future performance.  The Five Star Wealth Manager Award is administered by Crescendo Business Services, LLC(dba Five Star Professional). Once awarded, winners, may opt to purchase additional profile ad space or related award promotional products.

Sam Grizzle

Wealth Advisor

(303) 396-0627

Sam@teamtruewealth.com

Sam Grizzle works hard to help individuals, families, and business owners in pursuing their financial goals. He specializes in both assisting clients with understanding, and implementing wealth building plans, as well as retirement income planning for all individuals in any stage of life.

Sam’s energetic personality is fueled by his family. He and his wife, Marina, have four kids, one daughter, and three sons. Sam used to be a football coach at the high school level for nearly a decade, and enjoys the ability to give back to his community.

Sam graduated from Colorado State University with a BA in Business Administration, with an emphasis in Finance. Sam is a registered representative with Osaic Wealth. He holds Series 7 and 66 securities registrations with Osaic Wealth, as well as Life/Health Insurance licenses.

Areas of Focus

  • Comprehensive Financial Planning
  • Investment Advice
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Protection and Insurance
  • Saving for Education
  • Income Tax Planning

Ryan Nuu, CRPC®

Wealth Advisor

(303) 453-9926

Ryan@teamtruewealth.com

Professional

I am passionate about helping my clients work towards financial success. I am both professional and personal, offering my clients comprehensive wealth management advice while genuinely caring about their lives and futures. I invest in long-term relationships with my clients that are built on trust, integrity, and respect. Whether you are seeking advice for investments, retirement planning, education plans, estate planning, I will assist you in pursuing your financial goals.

Personal

I have been married to my lovely wife, Kenna, since August of 2013. We have four wonderful children. We live in Castle Rock and enjoy all that this beautiful city has to offer. We are involved in our church and are both actively serving together. Kenna is the kid’s ministry coordinator at our church and a proud Charlotte Mason homeschool momma. For fun, I love to read, hack around at a golf ball, and play all racquet sports. I am also an avid Colorado sports fan – Go Buffs!

Qualifications 

I graduated from the University of Colorado with a BA in Business Administration. I am a registered representative with Osaic Wealth (a registered broker/dealer, member FINRA/SIPC), and I hold Series 7 with Osaic Wealth and the Series 66 with Osaic Wealth. I’m a Chartered Retirement Planning Counselor (CRPC®).

The Osaic Wealth registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Check the background of your financial professional on FINRA’s BrokerCheck.

Sami Merrick

Office Manager

(970) 214-3893

Sami@teamtruewealth.com

After nearly a decade in the legal industry, I joined TrueWealth Advisors. My heart is to serve others and champion and support them in their goals and life events.

My husband, Jake, and I have lived in Elizabeth for the past three years and enjoy the slower-paced rural lifestyle. We have two sons, Maverick and Callahan, and two dogs. We enjoy being outside, camping, and fishing as a family and have become avid board and card game players. 

I look forward to meeting you and assisting our advisors in managing your financial goals.

Jake Rolin

Office Assistant

(720) 951-6776

Jake@teamtruewealth.com

After a severe car accident left me on death’s door, I gained a profound understanding that life doesn’t always follow the path we envision. Teaching me the importance of resilience, adaptability & preparing for life’s unpredictabilities, that I now bring to my work in the industry. 

I received my bachelors degree in Communication at Colorado Christian University. 

I live in Watkins Colorado with my beautiful wife Avery and our energetic Labrador puppy who enjoys preparing us for parenthood. In our free time we love spending time with family, friends and exploring the outdoors through camping & fishing.

Ruth Leyerle

Assistant

(719) 540-9682

ruth@teamtruewealth.com

I came to True Wealth Advisors with a fifteen-year administrative history in the industry. I have an expertise in customer service, along with a helpful approach to client questions and issues which is a valuable assets for our team. I am currently assisting Lloyd Sprague out of the Colorado Springs office.

In my spare time, you can find me caring for my lawn and flowers and going to Disney World with my husband of 22 years, Dean. I have two grown sons – one in Alaska, the other in Florida (how far away can they possibly get??). I am truly enjoying my adventure with True Wealth Advisors, each and every day!

Contact Us
Get In Touch Here!

5299 DTC Parkway, Suite 1350
Greenwood Village, CO 80111

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