As your Edward Jones branch team, Jessica Valdez and I focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.
In our office, we value personal relationships based on a deep understanding of your unique financial needs. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age and at your stage of life. My primary goal is to focus on your goals, whether that is preparing for or living in retirement, paying for education, planning for the unexpected or leaving a legacy.
I began my career with Edward Jones in February of 2008 as a branch office administrator in Dyersville, IA. In 2012, my family moved to Castle Rock, CO. In 2016, I took my knowledge of the financial world, as well as the love I have to help clients succeed, and converted to the financial advisor role. Our office is located in the heart of Castle Rock, at 202 6th St Ste 301H.
Jessica, my branch office administrator, is new to Edward Jones but has spent her whole career in the financial industry. She is excited to learn and be a part of the team.
My spouse, Jason, and I are originally from the Dyersville area. We were married in 1999, and moved to Castle Rock, along with our two sons, Austin and Justin, in August of 2012. My family is very active in all outdoor activities, but during the winter season, you can probably find us in a high school gym watching our sons wrestle.
Relationships are key, and in our view, meeting face to face builds strong relationships. We are focused on you. We meet when it's convenient for our clients because we recognize the challenging needs of their businesses and their lives.
Please connect with me on LinkedIn and follow me on Facebook.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- New Investors
- College Savings
My Personal Interests
- Outdoor Enthusiast
- Spending Time with Family
Phone NumberAngel M Kelchen at (303) 660-0780
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