How We Work
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.
Chad Jones . MA . CFP®
Board Member
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...
Dan Beaty . JD
Trust Officer
ExperienceDan spent the last ten years operating his small mediation and law practice in Auroraand Fort Collins. He provided estate planning and general legal counsel as well asmediation services. Dan has mediated diverse issues...
Jacqueline C. Zipser . Esq.
Board Member
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...
Jeffrey B. Kadavy . JD
President & Chief Executive Officer
Jeff brings a breadth of knowledge and experience to Trail Ridge Trust Company’s clients. With two decades of professional experience in financial services, he consults with high-net-worth individuals regarding...
Jennifer C. Sherman . CFP®
Director, Trust Services
A CERTIFIED FINANCIAL PLANNER® (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....
John E. Hughes . ATFA . CTFA
Trust Officer
Trust OfficerAs a seasoned trust professional, John brings a fierce passion for administration and relationship-building shaped by more than a decade of hands-on experience across a broad spectrum of simple and complex trust scenarios,...
Kristy Engelbrecht
Administrative Assistant
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.
Mark K. Kerwood . CFA®
Treasurer
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 D. Kadavy
Board Member
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:...
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. Experience: Peter spent a decade with First National Bank Wealth Management in Fort Collins and Boulder,...