With over a decade in the financial services industry and nearly seven years with Edward Jones, I believe in a holistic approach. I begin by gaining a thorough understanding of who you are and clarifying your expectations and objectives before you invest your money.
Working together to understand what is important to you allows me to develop an appropriate financial strategy to help achieve your goals. My clients have complex needs, and providing financial advice involves more than just investment guidance.
We partner with our clients' CPA, attorney and other professionals to address an entire scope of concerns, including tax mitigation, wealth preservation and estate considerations, as well as charitable giving. In this way, we are able to tailor an optimal strategy suited for you and your loved ones.
After receiving my bachelor’s degree in economics, I began my career at JP Morgan Chase Bank in August 2011 and moved to Edward Jones in May 2015.
I have volunteered at The Crossing, an organization dedicated to providing long-term housing and life skills classes to create self-sufficiency for the homeless. I have served as a volunteer board member for Sunnyside United Neighbors Inc., a registered organization that encourages the participation of residents in the zoning and planning process of the rapidly developing northwest part of Denver.
My fiancée, Sarah, and I love to spend time with our energetic German Shorthaired Pointer, Beauford, camping and hiking in the summer and snowboarding in winter. I recently rekindled a passion for cycling. I spend much of my free time riding and fine-tuning my bikes.
My branch office administrator, Julie, has over 18 years of experience in financial services and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your account(s). She also supports the community by being involved in the Food Bank of the Rockies and the Denver Rescue Mission.
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Charitable Giving
My Personal Interests
Office Address5152 S Broadway
Englewood, CO 80113 opens in a new window
Phone NumberSean E Hagerman at (303) 761-9908
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