I have been a financial advisor with Edward Jones for over 20 years. The longer I am in this role, the more rewarding it becomes. I chose my career to help people. I believe money runs through all things and it is a means to fulfill what is most important to each of us.
I get the opportunity to meet with hundreds of people in an intimate way and discover what their money is for. I then design a specific strategy to help achieve your goals. I use an established process to analyze your goals, invest assets and help keep you on track. We take pride in the relationships we build and quality of the portfolios I construct.
When you work with us, you can expect personalized, timely service and a team that focuses on you. Our clients have complex needs and I work with them, their CPA and attorney to address each facet of their financial strategy, from saving for retirement to paying for college and transferring wealth.
I have been invited to attend Barron’s Top Women's Advisor Summit ten times in addition to the Edward Jones Managing Partner’s Conference.
My husband, Eric, our son, Sebastian, and I spend most of our weekends on the trails enjoying beautiful Colorado. I'm an avid equestrian and horse woman at heart.
Jeny Mutari started with the firm in 2014 and joined me in 2017. She recently became an Associate Financial Advisor (AFA) and is able to help with any client needs. Jeny's role as AFA will allow us to provide an even higher level of service to all of our clients. She and her husband are outdoor enthusiasts, always on a new adventure.
My Branch Office Administrator, Shelly Stryker, has just started her career with Edward Jones. She comes to us with 13 years of experience in the financial industry and will be able to provide exceptional customer service to our clients. She is a Colorado native and has two boys. She enjoys hiking, mountain biking and skiing with her family.
Focus areas
- Wealth Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- College Savings
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Intergenerational Planning
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- College Savings
My Personal Interests
- Horseback Riding
- Outdoor Enthusiast
- Hiking
- Spending Time with Family
Personal Interests
- Horseback Riding
- Outdoor Enthusiast
- Hiking
- Spending Time with Family
Office Information
Phone Number
Adina R Wiseman at (303) 715-3968Branch Team
- Jeny Mutari
- Associate Financial Advisor
- Shelly Stryker
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Jeny Mutari
- Associate Financial Advisor
- Shelly Stryker
- Branch Office Administrator
Branch Team
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