My exciting career in finance began in 1989 when I joined Merrill Lynch as a cashier and wire operator. It was here that I began to learn the basics of how financial advisors interact with their clients and how the financial markets work. What a great experience it was! My post Merrill Lynch work experience continued as I later joined Charles Schwab Institutional, Oppenheimer, Alpine Bank and then Edward Jones in Glenwood Springs. My formal college education allowed me to achieve degrees in business, science and photography.
As I reflect on my 32-plus years in finance, I realize that this invaluable experience, coupled with my desire to learn just about everything I can about the financial markets, has provided me with a diverse acumen of insight and knowledge that I love to bring to our clients each and every day. Helping clients and their families achieve their financial goals and objectives is what motivates me. It's a wonderful thing!
Lifelong Glenwood Springs resident Karen King joined our Edward Jones office in 2019 as Branch Office Administrator. With unparalleled attention to detail, kindness and professionalism, Karen manages all operational aspects of our office. Clients depend on her every day as I do, to keep things structured and working in an efficient manner. As our existing clients know very well, Karen is wonderful!
If you're looking for a financial advisor who has your best interest as our first priority, you've come to the right place! Give us a call to experience where the benefits of trust, respect and knowledge converge.
As our Mission Statement says:
We're here to provide our clients with exceptional service to help meet their financial, investment and insurance needs, and to deliver these services with the utmost honesty and integrity, centered around reaching our customers goals and objectives.
We look forward to serving you and your family.
Rick Smidt and Karen King
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- College Savings
- Insurance & Annuities
- Portfolio Reviews
Office Address902 Colorado Avenue
Glenwood Springs, CO 81601
Phone NumberRick Smidt at (970) 945-4172
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 05:00PM|
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