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.
Jeffrey B. Kadavy . JD . CTFA
President & Chief Executive Officer
Jeff brings a breadth of knowledge and experience to TRAIL RIDGE Wealth Management’s clients. With more than 15 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.
Mark K. Kerwood . CFA®
Chief Financial Officer & Investment Strategist
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.
Peter B. Loritz . JD . CTFA
Chief Fiduciary Officer
Peter enjoys using his expertise to simplify and explain complex financial and legal concepts in a way that anyone can understand.
Chad Jones . MA . CFP®
Chief Planning Officer
As a CERTIFIED FINANCIAL PLANNERTM (CFP®), 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 their goals and gain confidence in their financial future.
David C. Jordan . CFA®
Chief Investment Officer & Senior Portfolio Manager
With more than 30 years of portfolio management experience, David builds investment portfolios to help people meet their investment objectives while managing risk.
Jennifer C. Sherman . CFP®
Director, Trust Services & Planning
A CERTIFIED FINANCIAL PLANNERTM (CFP®) 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.
Director of Client Service & Operations
With decades of client service experience, Marie values her interactions and relationships with the people she serves. She takes pride in being responsive and timely, and helping people get answers to the most difficult financial questions.
Jacqueline C. Zipser . Esq.
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 PLLC, where she concentrates her practice in estate planning, fiduciary law, and the administration of trusts and estates.
Paul D. Kadavy
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.
*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.