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Michelle S

Series 63, Series 66

Parker, CO

Edward Jones

Michelle Slagell is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Oppenheimerfunds Distributor, Inc. for 20 years and Invesco. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Business ownership considerations Business exit / sale strategy Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Daniel O

Series 63, Series 65, Series 66

Parker, CO

Edward Jones

Daniel Olson is a financial advisor at Edward Jones with 34 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Morgan Stanley Investment Management, Tortoise Ecofin, First Capital Ventures, and Britehorn Securities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, 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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Eydie H

CFP®, Series 66

Parker, CO

Edward Jones

Eydie Hoeppner is a CFP®-certified financial advisor with Edward Jones, located in Parker, CO. She has 18 years of industry experience and has been with Edward Jones since 2007. Outside of her advisory role, she is the agent of record for her husband's mortgage and insurance business, handling related mail. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment options, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

Retirement income strategy Divorce financial planning General retirement planning Wealth management Retired Founder/Business Owner Executive
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