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.
Andrew Trigg . BS
Financial ParaPlanner
Andrew developed an interest in personal finance and investing through the experience of paying off his student loans. He enjoys connecting with clients who are navigating those same waters, and is passionate about helping young...
Chad Jones . MA . CFP®
Chief Planning Officer
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...
David C. Jordan . CFA®
Chief Investment Officer & Senior Portfolio Manager
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...
Jack Mannschreck
Investment Operations Analyst
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.
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...
Jeffrey B. Kadavy . JD . CTFA
President & Chief Executive Officer
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...
Jennifer C. Sherman . CFP®
Director, Trust Services & Planning
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....
Kristy Engelbrecht
Client Services Administrator
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.
Marie Pascell
Director of Client Service & Operations
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...
Mark K. Kerwood . CFA®
Chief Financial Officer & Investment Strategist
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...
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:...
Peter B. Loritz . JD . CTFA
Chief Fiduciary Officer
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,...