Trail Ridge Wealth Management’s professional team is its greatest asset.
Our officers and board of directors will put more than two centuries of combined financial experience and skills to work for you. Our team of planners, investment experts, and attorneys* have the knowledge and practical backgrounds to guide you toward reaching your financial goals.
*Information presented on TrailRidgeWM.com or provided by any officers or employees of Trail Ridge Wealth Management or its subsidiaries is not intended to constitute, and may not be construed as, legal advice. No attorney-client relationship is created or implied. Please consult your attorney for legal advice regarding your individual situation.
Chief Planning Officer
970-305-5150 ext 104
Chief Investment Officer & Senior Portfolio Manager
970-305-5150 ext 105
Investment Operations Analyst
970-305-5150 ext 108
President & Chief Executive Officer
720-577-4310 ext 101
Director, Trust Services & Planning
720-577-4310 ext 106
Client Services Administrator
970-305-5150 ext 107
Chief Financial Officer & Investment Strategist
970-305-5150 ext 102
Chief Fiduciary Officer
970-305-5150 ext 103
970-305-5150 ext 109