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Loren W

Series 66

Alamosa, CO

Edward Jones

Loren Wright is a financial advisor with Edward Jones in Alamosa, Colorado. He holds a Series 66 designation and has 16 years of industry experience, having been with Edward Jones since 2009. 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 strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Codie V

Series 66

Alamosa, CO

Edward Jones

Codie Van Treese is a financial advisor with Edward Jones in Alamosa, Colorado, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, Van Treese worked at Eldon James Corp. and Hamskea Archery Solutions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Retirement income strategy Income planning Retired Founder/Business Owner Executive
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Michael W

Series 66

Alamosa, CO

Edward Jones

Michael Wright is a financial advisor at Edward Jones in Alamosa, Colorado, holding the Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at City Market for 16 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options, supported by a nationwide network of more than 23,000 financial advisors. The firm operates under a fiduciary standard and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.

Charitable giving & philanthropy Divorce financial planning General estate planning guidance Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive LGBTQIA
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Samantha B

Series 66

Alamosa, CO

LPL Financial

Samantha Brookes is a financial advisor with LPL Financial in Alamosa, Colorado, holding a Series 66 designation and six years of industry experience. Her career includes roles at LPL Financial Services and Wells Financial Services. Outside of advisory work, she is involved with the Alamosa Farmers Market. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing a variety of portfolio management strategies and advisor support tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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