I partner with my clients throughout all the stages of their lives. I strive to understand the needs and goals of each client to tailor personalized strategies to help achieve these goals and form life-long relationships.
I became a financial advisor in 2008 and have been serving clients at Edward Jones since 2017. It's wonderful to have the support of Edward Jones, a company that has been helping investors since 1922. I also have the support of my Senior Branch Office Administrator, Amy Swann. She has been serving clients here since 2016. Together, we provide our clients with the highest level of service.
I earned my or Chartered Retirement Planning Counselor™ (CRPC™) designation in 2018 and I pursue continuing education to stay current in the financial industry.
My ideal client is someone who takes their financial goals seriously and values working with a professional. If this is you, let's talk.
On a personal note: I love spending time with my family. I live in Pueblo West, CO with my wife, Megan, and our two daughters, Adalie and Finley. Megan and I love to golf and travel. Our daughters attend Swallows Charter Academy and love it. Our community is very important to us. My wife and I volunteer at the school, with Parks and Rec and our church.
I look forward to partnering with you to help you create strategies to reach your financial success.
- Portfolio Reviews
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- History and Museums
Phone NumberDonald Storm at (719) 547-1776
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