Colorado Springs, CO Briargate Parkway Office

Jacob Petersen is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to his current role, he has worked at firms including Aston Carter, Incredible Bank, and Peoples State Bank. Outside of his advisory work, he operates an online Etsy store where he makes and sells crafts. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program combining nondiscretionary financial planning and discretionary investment management. The firm serves individual investors and households, implementing portfolios exclusively in T. Rowe Price mutual funds and ETFs with features like tax-aware rebalancing and Monte Carlo-based retirement projections.

Matthew Holmes is a financial advisor at T. Rowe Price Advisory Services, Inc. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to joining T. Rowe Price, Holmes worked in the restaurant industry in various roles. T. Rowe Price Advisory Services, Inc. provides a retirement advisory service aimed at individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily through proprietary mutual funds and ETFs. The firm employs model portfolios, tax-aware rebalancing, and Monte Carlo simulations to support retirement planning and account management.

Kevin Kyle is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and having two years of industry experience. He previously worked at Wells Fargo for 28 years before joining T. Rowe Price. T. Rowe Price Advisory Services offers a retirement-focused advisory program that combines financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households with investable assets generally starting at $250,000.

Edgar Escalera is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. He holds Series 63 and Series 66 licenses and has worked at T. Rowe Price since 2022, following roles at Aston Carter and Office Depot. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily for individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with online tools and advisor support.

Joseph Ausmus is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and has two years of industry experience. Prior to joining T. Rowe Price, he worked at Westerra Credit Union for eight years. Outside of financial advising, Ausmus is also the owner and operator of a real estate business and is involved in music as a sole proprietor. T. Rowe Price Advisory Services, Inc. offers a retirement advisory service focused on individual investors and households, combining financial planning with discretionary investment management primarily using proprietary mutual funds and ETFs. The firm emphasizes structured retirement income planning and uses model portfolios alongside online tools and annual reviews.

Juanita Padilla is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. She holds Series 63 and Series 66 credentials. Prior to her current role, she worked at Discover Health and Amazon, and she also maintains a part-time position as an associate broker in real estate with RE/MAX Properties, Inc. in Colorado Springs. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm utilizes model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by an online planning tool and telephone access to financial advisors.

Benjamin Campeau is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 license and three years of industry experience. He has worked at T. Rowe Price since 2019, with additional experience at USAA and Ford Credit. Outside of finance, he is a managing partner in Engraved Expressions LLC, a custom knife making and woodworking business, and a silent partner in Humble Coffee LLC, a food service venture. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management to individual investors and households. The firm employs model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, combining goals-based planning with online tools and advisor support.

Dylan Moeder is a financial advisor at T. Rowe Price Advisory Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Pruco Securities LLC. Outside of his advisory role, he owns two companies: Retro's Hemp, which produces CBD products with 0% THC, and Gionetto LLC, which provides AI and sales implementation services for small businesses. T. Rowe Price Advisory Services offers the Retirement Advisory Service, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management for individual investors and households focused on retirement goals. The firm manages portfolios using model allocations invested exclusively in T. Rowe Price mutual funds and ETFs and employs a structured approach that includes tax-aware rebalancing and Monte Carlo simulation-based planning tools.

Paul Ehret is a financial advisor with T. Rowe Price Advisory Services, Inc. He holds a Series 66 designation and began his advisory career in 2026. Prior to entering the financial industry, his background includes work in landscaping, hospitality, and education. T. Rowe Price Advisory Services offers a retirement-focused financial planning and investment management program for individual investors and households, utilizing proprietary mutual funds and ETFs with a combination of nondiscretionary planning and discretionary account management.

Angela Rojas is a financial advisor at T. Rowe Price Advisory Services, Inc. with two years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Aston Carter, Watts Upfitting, Altman Plants, and Sodexo. Based in Colorado Springs, CO, she has been with T. Rowe Price since 2023. T. Rowe Price Advisory Services, Inc. offers retirement-focused financial planning and investment management to individual investors and households, utilizing proprietary mutual funds and ETFs with an emphasis on goals-based planning and tax-aware portfolio management.

Eran Richter is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO, holding a Series 66 credential and two years of industry experience. Prior to joining T. Rowe Price, he worked at Bloom Bar & Co. and Greccio Housing. Outside of his advisory role, Richter serves as Vice President and author at Hemlock & Hammer Foundry LLC, a publishing business producing books from a variety of authors. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and investment management to individual investors and households, utilizing proprietary mutual funds and ETFs with a goals-based approach supported by an online planning tool and discretionary account management.

Jennifer Sage is a financial advisor at T. Rowe Price Advisory Services, Inc. with seven years of experience at the firm and a total of four years in the industry. She holds Series 63 and Series 66 designations. Outside of advising, she is the owner and operator of Sagely LLC, a custom embroidery and handmade gift business that participates occasionally in local craft fairs. T. Rowe Price Advisory Services offers retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm’s approach includes model portfolios invested in proprietary T. Rowe Price funds, tax-aware rebalancing, and Monte Carlo-based retirement income projections, all supported by telephone access to advisors and online planning tools.

Christopher Huang is a financial advisor with T. Rowe Price Advisory Services, Inc. based in Colorado Springs, CO. He holds Series 66 and Series 63 licenses and has six years of industry experience. His prior work includes roles at Goldman Sachs & Co., LLC and FIS. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management, serving individual investors and households primarily with T. Rowe Price mutual funds and ETFs.

David Steinberg is a financial advisor at T. Rowe Price Advisory Services, Inc. with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked at T. Rowe Price in two separate periods totaling four years, with prior roles at Advised Assets Group, LLC and The AYCO Company, L.P./Mercer Allied. T. Rowe Price Advisory Services, Inc. offers a retirement-focused advisory program for individual investors and households, combining nondiscretionary financial planning, retirement income planning, and discretionary investment management primarily using proprietary T. Rowe Price mutual funds and ETFs. The firm employs asset-location strategies, tax-aware rebalancing, and Monte Carlo simulation-based planning tools.

Zalen Griffin is a financial advisor with T. Rowe Price Advisory Services, Inc. in Colorado Springs, Colorado. He holds Series 66 and Series 63 licenses and has one year of industry experience. His prior work history includes roles at Northwestern Mutual and entrepreneurial experience with ZG Drafting. T. Rowe Price Advisory Services, Inc. provides a retirement-focused advisory program combining goals-based financial planning, retirement income planning, and discretionary investment management primarily using proprietary mutual funds and ETFs. The firm serves individual investors and households, offering point-in-time financial plans and annual reviews through a model allocation approach and an interactive online planning tool.