Sixteen years ago, I was blessed to begin my career with Edward Jones as a financial advisor. My branch team's passion is to earn your trust by always putting your best interests first, and showing care and compassion while learning about you and your family's financial situation. We partner with you by using an established 5- Step process to create a personalized financial strategy that helps you achieve your goals. Our objective is to become a trusted partner to form a deep and personal relationship with you. Our clients have complex financial needs, and we work with their CPAs and attorneys to help families organize, build, protect and transfer wealth. Our desire is to help clients establish a successful financial plan that gives them confidence and comfort.
In April 2006, I received the Accredited Asset Management Specialist™ (AAMS®) designation with the College for Financial Planning. I have a Bachelor of Science business degree from Westfield State University, minor in French. In 2009 I became a limited partner with Edward Jones. I am an active member of my community and have been involved with Red Cross and the American Diabetes Association and am a former board member of Rotary international.
In my free time, I enjoy all the beauty the Colorado mountains offer including hiking, mountain biking, skiing and tennis. My three daughters, Sierra, Maia and Myranda, are also very active in sports.
For the past five years, my senior branch office administrator, Karen Kalabany, has prided herself in deep compassion and client service. She loves spending time in the mountains with her husband, Steve, and daughter, Kaela.
Please let us know how we can serve you and your family.
* 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.
Phone NumberPeter MacMillan at (303) 321-5036
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|Fri||08:00AM - 03:00PM|
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