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Michelle R

Series 66

Monte Vista, CO

Edward Jones

Michelle Roepke is a financial advisor at Edward Jones in Monte Vista, Colorado, holding a Series 66 designation with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of investment advisory programs and services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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

Series 66

Monte Vista, CO

Edward Jones

Tyler Keck is a Series 66-licensed financial advisor with eight years of industry experience, currently serving clients at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Tata Chemicals (Soda Ash) Partners starting in 2014. Outside of his advisory role, he is involved in a retail furniture sales business, Alamosa Home LLC, based in Alamosa, Colorado. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, operating under a fiduciary standard.

Charitable giving & philanthropy Family Business Business ownership considerations General estate planning guidance Retirement income strategy Founder/Business Owner
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