Our financial advisors in Grand Junction, CO have made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve Colorado and deliver investment management, financial planning, retirement income planning, and tax planning services to local families.
Angela started her career in the financial services industry in 2002. Formerly a Private Banker with Wells Fargo, Angela also served as Vice President of Private Banking at Timberline Bank. Angela joins the Monument Wealth team to deliver financial planning, retirement planning, and portfolio management services.
Angela is a Colorado native and has been in the Grand Valley since 1982. A passionate advocate for her community. Angela has also helped build and maintain hiking and biking trails in and around the Grand Valley. Angela and her husband Brian have two very spoiled yellow Labrador Retrievers named Regina and Max. When Angela is not working, she can be found outdoors with Brian and friends, enjoying all the activities the Western Slope has to offer.
Senior Wealth Advisor
Denise Cook is a Senior Client Relationship Manager with WealthSource® Partners. Denise moved to Grand Junction, Colorado in order to attend Colorado Mesa University where she received her Bachelor of Business Administration Degree with a concentration in Management. After graduation, Denise decided to stay in Grand Junction to start her career, which has evolved over time from being a legal secretary specializing in trusts to a relationship manager supporting trust officers and then investment advisors. She brings a wealth of experience and her calm and thorough manner is a singular talent on which clients will continue to rely at WealthSource. Denise is married and enjoys spending time with her husband, two daughters and granddaughter.
Senior Client Relationship Manager
Nic is a Colorado native growing up in the town of Monument. He attended Metropolitan State University of Denver where he obtained a bachelor's degree in Business Management while playing baseball for the school's NCAA Division II program. Nic formerly worked at the Pepsi Center in Denver as Director of Events for the Colorado Avalanche, Denver Nuggets, and large concert tours. He entered the financial services industry in December of 2020 as a Financial Advisor with Northwestern Mutual focusing primarily on retirement planning and comprehensive insurance solutions.
Outside of work, Nic enjoys golfing, skiing, and spending time with family/friends.
Nic is based out of Grand Junction, CO and is committed to serving the people of the Western Slope in any way he can.
Client Relationship Manager
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
Our Advisors in Grand Junction are dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Our Estate Planning strategies are designed to help you minimize the tax burden and protect your wealth for future generations. We work with your attorney to implement your estate plan from start to finish.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the May 2022 Markets. Check back each month to learn more! ...06.16.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the April 2022 Markets. Check back each month to learn more! ...05.24.2022