Our office has served Eagle Valley for two decades. We serve both households and local businesses as their Edward Jones financial advisor.

Working with serious, long-term investors, most want to prepare for and live in a comfortable retirement with dependable income. We have helped many people achieve these goals by emphasizing investing principles and not just saving. We also emphasize total return, balance and share-building, through reinvesting and compounding principles, instead of being attracted to timing the market or chasing a price.

Growing up on my family's farm near Cedaredge, CO., I earned my B.S. in business from the University of Northern Colorado. Thereafter, I received my master's degree from the University of Colorado in public administration. Initially working as a budget officer for the City of Longmont, I moved to the Town of Vail, ending more than 10 years of service as assistant town manager/director of administration and finance. Later, I served as the vice president/general manager of a resort development project here in the valley. In 2001, I joined Edward Jones, working with clients on a face-to-face basis.

As one of the longest-serving financial advisors in western Colorado, I am grateful to be working with diverse households and business clientele, meeting financial goals and providing investment strategies through diligent financial investment services.

Married to Carol, we have enjoyed two daughters, Carly Wick and Katie (Jacob) Rivera. With four delightful grandchildren, I am thrilled to have all our children reside in our town.

Besides my passion for investments, I greatly enjoy walking, an extensive array of reading, friendships and writing songs – mostly faith based. I love living in our beautiful mountains.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Office Information

Mailing Address

Po Box 3969 Eagle, CO 81631

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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