As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs. Working closely with you, your CPA, attorney and other professionals, my goal is to assist you in achieving your distinct definition of financial success through a solutions-based approach, all while providing excellent service.
My ideal clients are those that are carefully and seriously working towards financial goals such as, but not limited to, preparing for or living in retirement, reducing taxes, planning for the unexpected, or estate considerations. My focus is not just limited to individuals, but to small business owners/entrepreneurs as well. We have wide variety of tools at our disposal to help achieve what's most important to you.
My branch office administrator, Margarita Ybarra, has eight years of experience and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call her with questions concerning your statement, dividends, stock certificates or your account in general. She also supports the community by being involved with the Alzheimer's Association.
Edward Jones has allowed me the opportunity to serve the local community in many ways. I serve as the Post Commander of American Legion Post 2006, on the Board of Directors for the Fruita Chamber of Commerce and the PTO at Rim Rock Elementary. I also volunteer in my daughters' classes at their local schools as I am able.
My wife, Brittany, and I live in Fruita with our three girls. We love taking full advantage of all the Grand Valley has to offer.
I hold the AAMS® Designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I look forward to the opportunity to hearing about what is most important to you.
My Personal Interests
- Community Outreach
- History and Museums
Office Address2532 Patterson Rd Suite 13
Grand Junction, CO 81505
Phone NumberKJ Kline at (970) 243-4748
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