Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Chad Jones . MA . CFP®

Chief Planning Officer

970-305-5431

Chad.Jones@TrailRidgeWM.com

As a CERTIFIED FINANCIAL PLANNERTM (CFP®), Chad has gained deep experience in his more than 20 years in the financial services industry. He is a skilled relationship manager who takes great satisfaction in helping people reach...

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David C. Jordan . CFA®

Chief Investment Officer & Senior Portfolio Manager

970-829-0393

David.Jordan@TrailRidgeWM.com

With more than 30 years of portfolio management experience, David builds investment portfolios to help people meet their investment objectives while managing risk. Experience: David served as the Managing Director and Portfolio Manager...

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Jack Mannschreck

Investment Operations Analyst

970-833-1632

Jack.Mannschreck@TrailRidgeWM.com

Jack is a soon-to-be college graduate with multiple years of experience in equity sector analysis. He utilizes this skillset to identify securities that may be undervalued by the market.

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Jacqueline C. Zipser . Esq.

Board Member

A native of Boulder, Colorado, Jacqui brings 25 years of legal and fiduciary oversight experience to her role as a member of the board of Trail Ridge Wealth Management. She is a partner in the Fort Collins law firm Rosenberg & Zipser...

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Jeffrey B. Kadavy . JD . CTFA

President & Chief Executive Officer

720-577-4320

Jeff.Kadavy@TrailRidgeWM.com

Jeff brings a breadth of knowledge and experience to TRAIL RIDGE Wealth Management’s clients. With more than 15 years in financial services, his professional expertise includes consulting with high-net-worth individuals regarding...

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Jennifer C. Sherman . CFP®

Director, Trust Services & Planning

720-839-2048

Jennifer.Sherman@TrailRidgeWM.com

A CERTIFIED FINANCIAL PLANNERTM (CFP®) and certified paralegal for more than 20 years, Jennifer applies her professional experience to working closely with and advising her clients and beneficiaries of all types of trusts....

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Kristy Engelbrecht

Client Services Administrator

970-833-1631

Kristy.Engelbrecht@TrailRidgeWM.com

Kristy has a passion for connecting with clients and helping build the client relationship with our office. Kristy is a strong believer in teamwork and enjoys the team environment at Trail Ridge Wealth Management.

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Marie Pascell

Director of Client Service & Operations

970-829-0384

Marie.Pascell@TrailRidgeWM.com

With decades of client service experience, Marie values her interactions and relationships with the people she serves. She takes pride in being responsive and timely, and helping people get answers to the most difficult financial...

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Mark K. Kerwood . CFA®

Chief Financial Officer & Investment Strategist

970-305-5423

Mark.Kerwood@TrailRidgeWM.com

An accomplished and innovative financial professional, Mark advises clients through the various stages in their lives by building investment portfolios to help them achieve the goals they set for themselves. Experience: Mark served as...

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Paul D. Kadavy

Board Member

Paul has over 30 years of experience in the trust and banking industry. Most recently, he served as President/Chief Executive Officer and a director during the startup of a new bank chartered in 2007 in Las Vegas, Nevada. Experience:...

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Peter B. Loritz . JD . CTFA

Chief Fiduciary Officer

970-305-5425

Peter.Loritz@TrailRidgeWM.com

Peter enjoys using his expertise to simplify and explain complex financial and legal concepts in a way that anyone can understand. Experience: Peter spent a decade with First National Bank Wealth Management in Fort Collins and Boulder,...

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