portrait of Stephen Thomson

About Stephen

Becoming a financial advisor with Edward Jones in 2006 was my intended path after earning degrees in accounting and finance. My career started as an accountant, completing tax returns and financials statements, while working for the DoD and a major hospital in Colorado, while earning an MBA in finance.

For me, it’s a true privilege learning what’s most important to you and partnering together throughout your lifetime. Whether it’s education goals, major purchases, tax reduction, asset accumulation, retirement income strategies, estate transfer or life and wealth protection strategies, I have an established process designed to focus on your specific goals. Along...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Divorce Finances

Work History

  • Edward JonesAugust 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Regis UniversityMaster of Business Admin
  • Regis UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Coaching Sports
  • Home Improvement
  • Sports Enthusiast

Team Members

  • Stephanie Campbell
    Sr. Branch Office Administrator
  • Nicole Trujillo
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

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