My Story and Services

As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together, I can help you to preserve and grow your wealth.

With my background education and experience in finance and business management, I can provide clients with comprehensive solutions. I started out my career in 1998 working as a junior institutional equity research analyst, which helped create my strong base of knowledge and understanding of valuation and business models. I left institutional equity research in the spring of 2000 which was a very interesting time and valuable learning experience in the investment industry, and from there went on to help develop business strategy, finances, and people in business before returning to my roots in investment services in Denver in 2002 with Piper Jaffray.

My background provides my clients a unique and value added perspective on the investment world and your planning desires and cooperatively developed planning strategies. I desire to provide you a prudent and pragmatic wealth experience to help develop realistic expectations, analysis and results.
Securities Agent: AZ, FL, CA, NM, NY, CO, HI, TX, NV, ND; General Securities Representative; Investment Advisor Representative
NMLS#: 1395612
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

5251 Dtc Parkway
Suite 1500
Greenwood Village, CO 80111
US
Direct:
(720) 488-2336(720) 488-2336
Wealth Management
Global Investment Office

Portfolio Insights

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Retirement plan participants
  • Annuities
A Simple Six-Step Retirement Checkup
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A Simple Six-Step Retirement Checkup

Checking in on your retirement plan may make a lot of sense, especially when market volatility arises.

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Rational Investing in an Age of Uncertainty
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Rational Investing in an Age of Uncertainty

When it comes to investing, even the most savvy of us fall prey to bias and emotional trades. So what triggers should you watch for?

Family

Creating customized financial strategies for the challenges that today’s families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
529 Plans: A Powerful Tool to Save for Education
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529 Plans: A Powerful Tool to Save for Education

Though education costs continue to climb, starting to save and invest early can make a difference.

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Financial Planning for Life After Selling a Business

Selling your business can mean big changes for your life, both personally and financially. Know how to make the most of your windfall.

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
Donor Advised Funds: A Smart Way to Manage Your Giving
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Donor Advised Funds: A Smart Way to Manage Your Giving

There's more to charitable giving than you may realize. Here's one method that may be a tax-efficient way to give and can help maximize your impact.
Ready to start a conversation? Contact Nicholas Ryan Jones today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.

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Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)