As your Edward Jones branch team, we believe it’s important to invest our time to understand what our clients are working toward before they invest their money. It's necessary that we know what concerns our clients, what inspires them and what is most important to them.
Life throws us a curve every now and then, and we partner together with our clients to be as prepared as possible for the roadblocks and to take advantage of the opportunities that those detours can create.
I strive to create an environment where learning is frequent, questions are welcome and we have a great time in the process of building your personalized wealth strategy.
We work especially well with people who have a strong desire to retire successfully and are very motivated to create a path to get there. Lori and I take pride in providing our clients with the highest level of service and enjoy the personal relationships we have built over the years.
Lori is married to her best friend, Tony, and has two boys. She enjoys reading, volunteering, solving puzzles and spending time with her family.
Prior to my 19 years as a financial advisor at Edward Jones, I worked in the technology industry as a system administrator and a data base administrator. I have been active in business and civic affairs in the Niwot community for many years, and a volunteer with many projects and events in Niwot, including Rock & Rails, since its inception.
I enjoy golf, travelling and spending time with my wife, Cindy. Cindy owns a cosmetic teeth whitening business in Cherry Creek. We have three awesome children, and my son-in-law is also a financial advisor with Edward Jones.
We're inspired every single day by the people we are so lucky to work with and meet. No two scenarios are the same, and neither are the approaches to creating the strategies for achieving those goals.
We welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation – let's visit.
- Retirement Income Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Divorce Finances
- Insurance & Annuities
- Portfolio Reviews
My Personal Interests
- Culinary Arts
- Spending Time with Family
Office Address6964 N 79th St Suite 1
Niwot, CO 80503 opens in a new window
Phone NumberDan Hawk at (303) 652-4161
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