Who We Are

How We Work

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.

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

Meet Our Team

David C. Jordan . CFA®

Chief Investment Officer & Senior Portfolio Manager

970-305-5150 ext 105

Jack Mannschreck

Investment Operations Analyst

970-305-5150 ext 108

Jeffrey B. Kadavy . JD . CTFA

President & Chief Executive Officer

720-577-4310 ext 101

Jennifer C. Sherman . CFP®

Director, Trust Services & Planning

720-577-4310 ext 106

Kristy Engelbrecht

Client Services Administrator

970-305-5150 ext 107

Mark K. Kerwood . CFA®

Chief Financial Officer & Investment Strategist

970-305-5150 ext 102

Paul D. Kadavy

Board Member