Work History
Edward Jones
Edward JonesNovember 2009 to Current
About Dave
As your Edward Jones branch team, we believe it’s important to invest our time and empathy in understanding what you’re working towards before you invest your money.
My primary goal as a financial advisor is to help individual investors develop an investment strategy geared toward their unique, long-term goals, taking into account their comfort for risk and time horizon for each goal. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help by partnering with you to determine the most appropriate financial strategy for you and your family. I often do this...
My primary goal as a financial advisor is to help individual investors develop an investment strategy geared toward their unique, long-term goals, taking into account their comfort for risk and time horizon for each goal. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help by partnering with you to determine the most appropriate financial strategy for you and your family. I often do this...
Focus Areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
Work History
Edward Jones
Edward JonesNovember 2009 to Current
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
Colorado State University
Colorado State UniversityBachelor of Science
Education
Colorado State University
Colorado State UniversityBachelor of Science
Personal Interests
- Running
- Outdoor Enthusiast
- Golfing
- Traveling
- Soccer
Team Members
Stephanie MarshallSr. Branch Office Administrator
Sydney CarawayBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | Closed |
| Sat | Closed |
| Sun | Closed |
| Sun | Closed |
Location
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