Edward Jones - Dennis Haubert, CFP®

Categories

Accounting & Finance

About Us

I help partner with you on the four pillars of the new retirement – health, family, purpose and finances. I want to act as your financial guide who understands your goals and helps you to achieve them. Whether it's planning for retirement, education, a second home or protecting the financial future of your loved ones, we take the time to identify each goal and develop the strategy to address it.

I grew up primarily in Westminster, Colorado and currently live in Arvada, Colorado with my wife, Lori. We have two kids. I am a Veteran of the United States Marine Corps.

In my spare time, I spend time riding my Harley and other outdoor activities. I am a life member of HOG. I am a Denver Broncos season ticket holder and have been going to games with my family and friends since I was a child.

I have been in the financial services industry for almost 20 years. I began my career with Morgan Stanley in 2001, and spent time with other firms, including Smith Barney, Ameriprise, Regions Bank, Wells Fargo Advisors and Transamerica. We enjoy taking a holistic approach to the financial preparation process and understand the challenges round financial analysis. We want to understand what's important to you, establish a strategy and partner together to help keep you on track.

Connect with me if you are:
- An investor interested in having a second opinion about your portfolio
- An individual nearing retirement or changing jobs and looking for advice, guidance and education
- A business owner looking for tax savings strategies
- An individual or family seeking customized financial services

Images

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