I've always had many pursuits and hobbies, but one idea I've always been passionate about is listening to the concerns of others and acting in a way that has their best interest at heart. My position at Edward Jones allows me to accomplish this. As a financial advisor, I believe in taking the time to understand the unique need of each client.
I work with anybody who is willing to sit down and have a serious discussion about how to ensure the future they want is the future they will have. However, there are some groups of individuals in which I will be in a unique position to serve. These include young professionals saving for retirement, Germans residing in the U.S. and eye doctors. In each case, I have the necessary background to provide concise insight and value.
I grew up in Northeastern Colorado. I have always been interested in learning about financial topics and learning in general. I attended Colorado State University and obtained my degree in economics. I have worked as a student tutor, interned for a non-profit and have several years of real-world experience, such as in the optometry industry. I take delight in serving others in a field that I’m interested in.
I am married and currently live in Northern Colorado with the love of my life. In my free time, I enjoy many outdoor activities such as walking, bicycling, hiking, skiing and frisbee golf. I’m also a book nerd and love to learn about pretty much anything, whether its books, documentaries, articles or videos. I am also passionate about being involved with my local faith community. Additionally, I enjoy the craft beer scene and my wife and I enjoy visiting local restaurants and supporting local businesses.
If you’re interested in working with someone who will actively listen you your concerns, understand your financial goals and partner with you in securing your financial future, please give me a call and I’d be happy to work with you.
- Retirement Savings Strategies
- College Savings
- Wealth Strategies
- Entrepreneurs & Business Owners
- Charitable Giving
- Estate & Legacy Strategies
Phone NumberDanny Sonnenberg at (303) 255-6055
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