Becoming a financial advisor with Edward Jones in 2006 was my intended path after earning degrees in accounting and finance. My career started as an accountant, completing tax returns and financials, working for the DoD and a major hospital in Colorado, while earning an MBA in finance.
For me, it’s a true privilege learning what’s most important to you and partnering together throughout your lifetime. Whether it’s education goals, major purchases, tax reduction, asset accumulation, retirement income strategies, estate transfer or life and wealth protection strategies, I have an established process, designed to focus on your specific goals. Along with the experience of my Senior Branch Office Administrator, Ginger Kleypas, and Branch Office Administrator, Andrea Luna, we’re focused on client service excellence, while helping your financial dreams become reality.
I work with a wide variety of clients with different financial goals and focus on designing a consistent, reliable retirement paycheck, including an in-depth knowledge and interest in social security impacts and options.
Personally, my free time is spent with my beautiful wife, Kelly, and our two very active girls, Reegan and Paige. We stay busy with what’s important to us: school activities, youth sports, coaching our girls' soccer teams, traveling to locations our kids read about, riding ATVs, playing Nerf wars in our basement, golfing or just simply jumping on our trampoline while our kids laugh at us. These moments are what I'm truly grateful for, as the little things we do sometimes have the greatest impact.
Your financial goals and strategies are of immense importance, and your dedication towards these are inspiring. I strive to complement your hard work, your commitment to your future and working toward next level execution. This may mean collaborating with others who are crucial to your success: CPAs, attorneys, lenders, health care providers or even family members. Together, in partnership, everything we do is built around you.
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Estate & Legacy Strategies
- Insurance & Annuities
- Divorce Finances
My Personal Interests
- Coaching Sports
- Home Improvement
- Spending Time with Family
Phone NumberStephen Thomson at (303) 926-5325
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