Empowering my clients to achieve financial greatness is my passion. What's important to you and what you want your money to do for you is where our conversation starts as I strive to make sure you feel heard and understood.
I got hooked on financial markets as an economics major in college. I followed that interest with my first job as a clerk on the futures trading floor in New York City. After 17 years on Wall Street, my family moved to Colorado where I decided I could be more effective leveraging my past institutional experience to make a difference in the lives of families, the divorced/widowed and entrepreneurs/business owners.
How I Partner with My Clients
I partner with my clients in a way that is approachable, where questions and discussion are encouraged. When you work with us, you can expect personalized, timely service and a team that acts in your best interest.
Our clients have complex needs and I work with them, their CPA and attorney to address each facet of their financial picture from saving for retirement, paying for college to transferring wealth.
I received the AAMS® professional designation and I focus on more diverse and complex planning strategies. It's important my clients know: why I’m suggesting a specific investment/strategy; what to expect from it; and how much it’s going to cost.
A Few Fun Facts
Within Edward Jones, I serve in numerous leadership roles. Outside the office, I participate in the Museum of Art Fort Collins, Homeward Alliance, Buffalo Bill Center of the West, the Avista Hospital Women’s Health Initiative and my church.
A meal of great food shared with family, friends and clients brings me tremendous joy. I am a lifelong Pittsburgh Steelers fan. Music and art lights me up, challenges and relaxes me. I’m always looking for the opportunity to trek and meet people in some far reach of the world but also love our own Rocky Mountains. My pride and joy are my daughter, Cassie, and son, Alex.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Socially Conscious Investing
- College Savings
- Insurance & Annuities
My Personal Interests
- Movies & Entertainment
- Art Museums
- Horseback Riding
Office Address2720 Council Tree Ave West
Ft Collins, CO 80525
Phone NumberJim Fazio at (970) 223-1927
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