As a financial advisor, I help relieve the burden of making financial decisions, so my clients have time to pursue their own passions and inspirations – whatever sets their soul on fire. I use an established process to identify what's most important to you and I use this information to build a personalized strategy to help you reach your goals. Finally, we partner together throughout your life to help you stay on track.
As a member of the Longmont Chamber of Commerce, I love being part of and giving back to the vibrant and growing Longmont community, and my passion is helping local families, engineering professionals and business owners reach their financial goals. I graduated with a bachelor's degree from Pacific Lutheran University and I consider myself a lifelong learner, eager to soak up new information. Additionally, I have earned the designation of Chartered Retirement Planning Counselor (CRPC®) through The College for Financial Planning. Outside of the office, my husband and I enjoy skiing, backpacking, camping, hiking, cycling and running (basically, anything outdoors; I mean, this is Colorado, after all).
Thousands of people and advanced technology support my local Edward Jones branch office so I can help ensure you receive the most current and comprehensive guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
What can I help you with? I am still currently accepting new client relationships and I am also happy to review your existing investment accounts and retirement plans. Please contact my business partner, Wanda Hodgell, to set up a phone call at (720) 815-1171. You can reach me via email at [email protected]. I look forward to meeting you and hearing your story!
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Entrepreneurs & Business Owners
- New Investors
My Personal Interests
Office Address2011 100 Year Party Ct Ste 3
Longmont, CO 80504
Phone NumberMekenzie Jones at (720) 815-1171
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