Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
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...
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...
307-459-4050 ext 101
Jeff brings a breadth of knowledge and experience to Trail Ridge Trust Company’s clients. With more than 15 years in financial services, his professional expertise includes consulting with high-net-worth individuals regarding...
Director, Trust Services & Planning
307-459-4050 ext 106
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....
Client Services Administrator
307-459-4050 ext 107
Kristy has a passion for connecting with clients and helping build the client relationship with our office. Kristy is a strong believer in teamwork and enjoys the team environment at Trail Ridge Wealth Management.
Director of Client Service & Operations
307-459-4050 ext 100
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...
307-459-4050 ext 102
Mark has a demonstrated history entrepreneurial success: a company that received numerous regional & national awards, as well as a consulting firm that has influenced the growth and strategic direction of many small & startup companies.
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. Experience:...
Chief Fiduciary Officer
307-459-4050 ext 103
Peter enjoys using his expertise to simplify and explain complex financial and legal concepts in a way that anyone can understand. Experience: Peter spent a decade with First National Bank Wealth Management in Fort Collins and Boulder,...