My goal is to offer you the best guidance, information, and to help you achieve what is most important to you. Early in my life, it was clear that I had a passion for helping others, whether it was coaching at a professional basketball camp in high school or helping to educate coworkers on how to invest in their 401(k) in order to best meet their needs in my early corporate career.
That same passion brought me to Edward Jones, where I not only spend a lot of time educating my clients, but I have also had the opportunity to work with a non-profit organization, where I helped a local high school teacher educate students on the basics of personal finance and money management.
Since becoming a financial advisor in 2004, I have emphasized the need to work as a team member with each of my clients' trusted professionals, such as CPAs and/or attorneys, to help ensure that all parts of the plan work toward the main goal of "what is important" to my clients.
My office serves a variety of clients' needs, ranging from wealth strategies and managing retirement income to savings for college education. This can be for individuals, couples and unique multi-generational families.
In addition to work and family, I prioritize giving back to the community. I am a founding member of Colorado Feeding Kids and I am active with The Chamber of Commerce.
- Wealth Strategies
- Socially Conscious Investing
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Charitable Giving
My Personal Interests
- Wine Collecting/Enthusiast
- Animal Rescue
- Spending Time with Family
Phone NumberPatrick E Pogue at (303) 745-1600
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