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Elizabeth P

Series 66

Golden, CO

Edward Jones

Elizabeth Pastore is a Series 66 licensed financial advisor with Edward Jones in Golden, Colorado, where she has worked since 2009. She has 17 years of industry experience. Outside of her advisory role, she owns a rental property in Florida that is managed by a third party. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nicholas C

CFP®, Series 66

Golden, CO

Edward Jones

Nicholas Cascella is a CFP®-certified financial advisor at Edward Jones with eight years of industry experience. He joined Edward Jones in 2017 after working at CBRE Group, Inc. from 2015 to 2017. Outside of his advisory role, he is a silent investor in a startup medical device company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Devin K

Series 66

Golden, CO

Edward Jones

Devin Kellenberger is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to joining Edward Jones, he was employed at Enterprise Holdings for seven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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