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...

As a CERTIFIED FINANCIAL PLANNER^® professional, 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...

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 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.

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...

Jeff brings a breadth of knowledge and experience to TRAIL RIDGE Wealth Management’s clients. With more than 20 years in financial services, his professional expertise includes consulting with high-net-worth individuals regarding...

A CERTIFIED FINANCIAL PLANNER^® professional 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....

As a seasoned trust professional, John brings a fierce passion for administration and relationship-building shaped by more than a decade of hands-on experience across a broad spectrum of simple and complex trust scenarios,...

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.

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 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 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,...

Operations Coordinator: Teresa is an operations specialist with years of diverse experience in a variety of fields. She is a talented finance manager with a demonstrated history of working with complex budgets. Teresa is highly skilled ...