Serving my clients is much more than just a job - it’s a calling, and I’m glad to serve. My clients include retirees, successful professionals, business owners, corporate executives and people with complex needs. My clients benefit from my years of experience and value my assistance with the financial choices that make the important things in life possible.
In 2005, I spent 100% of my time on the road. Today, I help people to navigate retirement and distribution, to be a good steward of their resources, help grandchildren get through college, and more. It’s a worthwhile endeavor.
I settled in Gunnison in early 2006 and began my Edward Jones career. Being a part of the Gunnison Valley community is important to me. I’ve volunteered with the Rotary Club, the Community Foundation, Dos Rios golf club, maintaining trails, at bicycle races and educating high-schoolers on financial literacy.
Taking advantage of the outdoor recreational opportunities in the region is my passion. Most weekends in the summer I’m in my camper exploring, hiking, mountain-biking and exercising the trout in high-mountain streams. Visiting my daughter and grandkids in Wyoming is also one of my favorite pastimes.
Lacy Henry is the branch office administrator and is committed to serving you. Her roots run deep in the Gunnison Valley as her family has lived here for over sixty years. She enjoys spending time in the great outdoors with her husband and two dogs: a rescue pit-mix and a pure-bred black lab.
The most important thing we do is focus on understanding what is important to you. We need to understand your hopes, dreams and goals before we make any specific recommendations. We bring our knowledge, experience, commitment to service and Edward Jones resources to help you achieve what is important to you and those you love.
We welcome the opportunity to learn about you and your financial priorities. It all starts with a conversation - let’s visit.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Spending Time with Family
Phone NumberSteve Ogden at (970) 641-9530
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 02:00PM|
- Web Conferencing
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