I have been a financial advisor with Edward Jones since 2013. Prior to joining Edward Jones I owned a small business locally here in Colorado Springs. I graduated from Norwich University with a bachelor's degree in business administration - management with minors in economics and finance. I earned the AAMS® professional designation from the College for Financial Planning.
Born and raised in Colorado Springs, my office is eight blocks away from where I grew up and continue to live and serve the community. My wife and I have been married for 11 years and we have two boys who continue to keep us active. I enjoy coaching them in all the different sports and activities they want to play - hockey, lacrosse, golf and baseball.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine an appropriate financial strategy for you and your family. Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.
My branch office administrator, Pam Martinez, has over 18 years of experience in the financial industry. She is committed to creating an ideal client experience and is available to answer clients' non-financial questions.
In addition to work and family, I prioritize giving back to the community. I am active with the Elks Lodge #309, serving as a trustee. I am also on the board of Pikes Peak Lacrosse and continue to sponsor and give back to various youth organizations.
If I can ever be a resource to you and your family, please contact me.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Business Retirement Plans
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Coaching Sports
Office Address1817 N Union Blvd Suite E
Colorado Springs, CO 80909
Phone NumberJeff Thomas at (719) 635-9932
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