Trail Ridge Wealth Management’s professional team is its greatest asset.
Our principals and board of directors will nearly 100 years 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.
Jeffrey B. Kadavy . JD . CTFA
President & Chief Executive Officer
Jeff Kadavy brings a breadth of knowledge and experience to Trail Ridge Wealth Management’s clients. With nearly fifteen years in financial services, his professional expertise includes consulting with high-net-worth individuals regarding complex estate and financial planning needs and the administration of personal and charitable trusts. He is proud to have created a new company that genuinely cares about its clients and provides a level of advice and service that is increasingly rare today.
Chad Jones . MA . CFP®
Chief Planning Officer
Chad Jones, a CERTIFIED FINANCIAL PLANNER™ (CFP®), has gained deep experience in his eighteen years in the financial services industry. He is a skilled relationship manager who takes great satisfaction in helping people reach their goals and gain confidence in their financial future. Chad earned his bachelor’s degree from East Tennessee State University and master’s degree from Colorado State University (CSU). He maintains his CFP® certification through the Certified Financial Planner Board of Standards.
Mark K. Kerwood . CFA®
Chief Financial & Investment Officer
Mark Kerwood, as an accomplished and innovative financial professional, advises clients through the various stages in their lives by building investment portfolios to help them achieve the goals they set for themselves. Mark lives in Fort Collins with his wife, son, and Great Dane.
Peter B. Loritz . JD . CTFA
Chief Fiduciary Officer
Peter Loritz enjoys using his expertise to simplify and explain complex financial and legal concepts in a way that anyone can understand.
Jacqueline C. Zipser . Esq.
Jacqui Zipser brings twenty-five 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 Peterson, Rosenberg PLLC, where she concentrates her practice in estate planning, fiduciary law, and the administration of trusts and estates.
Paul D. Kadavy
Paul Kadavy 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.
*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.