I have been a financial advisor with Edward Jones since 2010. I was an elite athlete at an early age and became an Olympic gymnast in the 1988 Olympic Games in Seoul, Korea. I have maintained that level of hard work and dedication, and bring the same discipline, commitment and passion to my current financial practice when it comes to my clients’ financial goals.
I focus on life transitions such as retirement, divorce, inheritance and job changes, as well as using industry-leading procedures customized to each client’s unique situation to help enhance retirement income and distribution methods. I understand firsthand the value of a dedicated financial advisor regarding these milestones in someone's life.
I devise financial strategies that help develop client wealth and support client financial well-being. I strive to help meet the goals of my clients, ensuring that families are protected, wealth is transferred seamlessly and lifestyles in retirement reflect those of pre-retirement.
As a young professional athlete, I had the guidance of a financial advisor to help safeguard me, my family and my future. It is my goal to pay it forward and help guide and protect my investor clients by keeping them informed and ensuring that they feel safe and in control of their own strategies.
I guide clients to long-term success as “MVPs” of their own journeys. I assess clients’ situations and inform them of important developments and opportunities.
My partner at the branch, Matthew Jewett, brings years of organizational skills, discipline, execution of task and creative problem-solving abilities that he uses to ensure the highest levels of client care and service. I believe in the partnership here in our practice and the relationship that we have developed with every client who has chosen us to guide them in their journey.
I cannot wait to talk to you and see how we can help you live your best financial life.
- Retirement Savings Strategies
- Retirement Income Strategies
- Divorce Finances
- Intergenerational Planning
- Charitable Giving
- Insurance & Annuities
My Personal Interests
- Active Lifestyle
- Coaching Sports
- Health & Nutrition
- Personal Fitness
Office Address6472 Ward Road
Arvada, CO 80004 opens in a new window
Phone NumberSonia McCloskey at (303) 456-0282
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