Email: Matthew.kollmorgen@edwardjones.com
Phone: 303-482-2214
As a seasoned 18 year financial professional, I am dedicated to helping individuals, families and small businesses achieve their financial goals.
My first introduction to what I do was while I was in college. Thinking back, offering college students access to large amounts of credit with zero noteworthy income, what could possibly go wrong? As part of a service project, I helped other students like me get out of credit card debt before they graduated. I was able to work with them on setting up a budget and implementing strategies to save.
The second instance for me was during 2008 when I saw individuals whose lives were turned upside down by the financial crisis. I vowed that I would never let myself be in that situation and learned very early on that while enjoying nice things, I was prudent and frugal with how I would spend and save. I try to share my knowledge and experiences to help everyone that I interact with. We never know what will come next.
My approach is centered on understanding each client's unique aspirations, and through a time-tested process, I craft individualized solutions tailored to their specific needs. Whether it's planning for retirement, saving for education, or preparing financially for the future, I am committed to guiding my clients on their unique financial path.
With a passion for providing personalized strategies and a deep understanding of the financial landscape, I take pride in building long-lasting relationships based on trust, transparency and mutual respect. My goal is to help empower my clients to make informed financial decisions with confidence and clarity.
Life is a winding road full of twists and turns, and I am thrilled to be a part of your financial journey. I am here to guide you every step of the way and look forward to helping you create a strategy designed to achieve your lifetime goals.
Outside of building lasting relationships with clients and partnering with them to reach their goals, I can be found hiking and biking around Colorado while spending time with my wife and two boys, coaching, woodworking, cooking and of course, watching my beloved Ohio State Buckeyes.