Being a Colorado resident for most of my life, I truly appreciate the beauty of my surroundings and in particular, the San Luis Valley. Though I am a Northern Arizona University alum, I have lived, worked and volunteered in the Del Norte community since 1994.
As an Edward Jones financial advisor, I partner with individuals, families and businesses to help them achieve their financial goals. I strive to help my clients make sense of investing by providing sound advice that is easy to understand and applicable to their situation and stage of life. Partnering together to help keep them on track, I employ an established process that always begins with what is most important to them. Also, as a person helping people, I am reminded daily of the importance of what I do and the impact this effort has on the lives of those I serve. It inspires me to work harder, dig deeper and be better for my clients and their families. This process of service is uniquely humbling, with the knowledge that I play a pivotal role in helping real people realize real goals and dreams.
In our Edward Jones branch, my branch office administrator, James Taylor, and I enjoy working together to provide the high level of assistance that our clients have come to appreciate and expect. We also work in tandem with local CPAs and attorneys as we help build and protect your financial future together. Whether it is saving and investing for retirement, sending kids or grandkids to college, or protecting your income and estate, we are committed to helping you.
I currently hold a Bachelor of Arts degree from Northern Arizona University, I am Series 7 and Series 66 registered, and I have obtained the Accredited Asset Management Specialist™ designation from The College For Financial Planning.
My wife and I have raised three daughters here in the San Luis Valley, and we are thankful every day for the opportunity to be a part of such a diverse and dynamic community. Spending quality time with family and friends, fishing, hunting, camping, skiing and otherwise enjoying the beauty of our surroundings easily consumes any free time.
Please feel free to come by the office, call or send me an email; I will look forward to meeting you!
- Business Retirement Plans
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Office Address665 Grand Ave
Del Norte, CO 81132 opens in a new window
Phone NumberRob McConnell at (719) 657-0404
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