I have been a financial advisor with Edward Jones for 14 years. I strive to have a positive impact in the lives of my clients and in my community. Our clients are planning for multiple goals such as saving for retirement, saving for college and protecting what is most important to them.
In our office, we create long-term relationships with our clients to help them through all seasons of their lives. We believe that money is simply a vehicle to help achieve what is most important to you.
When working together, we will use an established process to build personalized strategies designed to help you achieve your goals. We then partner with you throughout your life to help keep you on track. I will also collaborate with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise.
In addition to being a financial advisor, I serve in leadership roles within Edward Jones. I am currently the performance leader for my region and in the past have been the women's inclusion specialist and a coach. I am also proud to partner with the Alzheimer's Association.
My branch office administrators are Daniela Perez, Emily Bushard and Taryn Jones. They work collectively to ensure that you are receiving the highest level of service and care. Our branch motto is "Ohana", which means family. We want you to feel like you are family and know that you are important and valued.
Outside of the office, you will find me with my husband, Tyson, and my two children. We love exploring beautiful Colorado, traveling and gardening. I am always on a quest to get better. I love to read, listen to podcasts and tap into my creative side.
I look forward to connecting with you!
Focus areas
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
Focus Areas
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Pets
- Reading
- Hiking
- Active Lifestyle
Personal Interests
- Spending Time with Family
- Pets
- Reading
- Hiking
- Active Lifestyle
Office Information
Phone Number
Heather L Goulding at (303) 722-8838Branch Team
- Daniela Perez
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Monday | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tuesday | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wednesday | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thursday | 07:30AM - 04:00PM |
Fri | 07:30AM - 02:00PM |
Friday | 07:30AM - 02:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 07:30AM - 04:00PM |
Monday | 07:30AM - 04:00PM |
Tue | 07:30AM - 04:00PM |
Tuesday | 07:30AM - 04:00PM |
Wed | 07:30AM - 04:00PM |
Wednesday | 07:30AM - 04:00PM |
Thu | 07:30AM - 04:00PM |
Thursday | 07:30AM - 04:00PM |
Fri | 07:30AM - 02:00PM |
Friday | 07:30AM - 02:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Daniela Perez
- Sr. Branch Office Administrator
Branch Team
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