It is a delight to serve the Littleton, CO community and surrounding areas as a financial advisor with Edward Jones. As multi-generational Coloradoans, my husband, daughter and our beloved cat and dog reside in southwest Denver, where we love to be outdoors whenever possible. Hiking and days at the pool or the local lakes are among favorite activities.
After many enjoyable years working in operations in the medical device industry and cultivating long-term relationships that I still cherish today, I felt a strong yearning to help people in a different, more personal way. I am passionate about my job because I have personally seen the impact that sound financial guidance - i.e., with retirement planning and education savings - has had on my own life as a decade-long client of Edward Jones before joining the firm. I can now pay this valuable concept forward every day to help people the way I was once helped, which is incredibly rewarding.
Understanding what is important to you - financially, professionally and personally - is the first step in our journey toward developing an effective strategy to help meet your goals. From there, we'll partner together for the duration to track progress and make appropriate adjustments, as life events necessitate, to keep you on track. Leveraging alliances with CPAs and attorneys helps me provide comprehensive resources and strategies for individual investors and business owners alike.
It is meaningful to me to take part in and contribute to the health of my community by supporting local businesses, donating to animal rescue organizations and volunteering with JeffCo schools and my local church.
Along with our senior branch office administrator and home office team, we work hard to provide our clients with an ideal experience. We want you to enjoy each visit and always know that you and your family are cared about. I look forward to serving you via a long-term partnership to help achieve what is most critical to you financially!
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Divorce Finances
- Intergenerational Planning
- College Savings
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Community Outreach
Phone NumberStaci Heath at (720) 962-0381
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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