Born and raised in West Virginia, I learned the value of hard work and the Golden Rule - do unto others as you would have them do unto you. I have spent the last 20 years making Colorado Springs my home. It is my desire to use this work ethic and way of relating to help you achieve your financial goals.
As an Edward Jones financial advisor, I believe that it is important to invest my time in understanding my clients’ dreams and values before they invest their money. My passion is helping individuals develop a strategy geared toward what's important to them and their long-term goals. I use an established process to develop personalized strategies to help clients achieve this.
In college, I was an NCAA football and track athlete. It was there that I developed my concept of a team. An ancient proverb says, “Two are better than one, a strand of three is not easily broken.” As your financial coach, I will help you make educated decisions that are right for you.
I am proud to advise a wide variety of clients, whose goals range from growing wealth, to planning and living a successful retirement, to savings for education strategies. I also enjoy serving both active and retired military, as well as non-profit organizations and their employees.
My team includes an exceptional office administrator, Isaac Loeffler. Isaac and I, along with all of the support we have from our home office, are committed to creating the best client experience possible. Our goal is to help you feel understood, informed, in control and ultimately secure with all aspects of your financial life.
I firmly believe that family comes first. When I am not working, I can be found spending time with my wife and three kids. As a family, we enjoy camping, hiking, fishing, hunting and playing with our dog. I also volunteer in the children’s department at my church and as a youth sports coach.
Please check out my monthly Financial Focus column in The Colorado Springs Gazette’s Woodmen Edition.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- College Savings
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
Office Address5575 Tech Center Dr
Colorado Springs, CO 80919
Phone NumberPJ Musilli at (719) 896-4387
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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