Who We Are
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.
David C. Jordan . CFA®
Chief Investment Officer & Senior Portfolio Manager
Jeffrey B. Kadavy . JD . CTFA
President & Chief Executive Officer
Jennifer C. Sherman . CFP®
Director, Trust Services & Planning
Mark K. Kerwood . CFA®
Chief Financial Officer & Investment Strategist
Paul D. Kadavy
Board Member
Jacqueline C. Zipser . Esq.
Board Member
