Broker Check

About Us

Who We Are

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a suitable approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

AJ Macdonald

AJ Macdonald

Owner / LPL Financial Advisor, CDFA®, CEPA®

970-667-2950

970-667-3397

andrew.macdonald@lpl.com

With over 30 years of experience in the investment and financial planning field, AJ is the owner/founder and CEO of Macdonald Financial services and directs the planning, management, analysis, research and review of all client accounts.

Read more
Devin Jones

Devin Jones

Financial Advisor

970-667-2950

970-667-3397

devin.jones@lpl.com

Devin has been working in the investment industry since 1995. His career began at First National Bank of Fort Collins, part of First National Bank of Omaha, where he worked for 6 years.

Read more
Christy Miller

Christy Miller

Admin Asst / Event Coordinator

970-667-2950

970-667-3397

christina.c.miller@lpl.com

She and her family moved to Colorado in 2018 after having lived in Atlanta her entire life.

Read more
Abel McBride

Abel McBride

Marketing Manager

970-667-2950

970-667-3397

abel.mcbride@lpl.com

Abel relocated to Colorado in 2018, is a graduate of Lamar University with a degree in graphic design, and tries to bring a creative perspective to everything he does.

Read more
Rachel Congleton

Rachel Congleton

Financial Advisor

970-667-2950

970-667-3397

rachel.congleton@lpl.com

Rachel is a dedicated Level 1 Financial Advisor with a passion for helping clients achieve their goals, a strong foundation in financial planning, and a love for outdoor adventures with her horse, Buck, and dog, Moose.

Read more

Who We Serve

Pre/post retirees wanting to build and protect their wealth

  • A soon to be retiree looking for retirement income and distribution planning
  • People looking forward to retirement and wanting more clarity with their retirement journey
  • Someone wanting a personalized portfolio and proactive monitoring of their investments
  • Retirees looking to maximize their ss and Medicare options
  • Someone needing analysis of their current estate plan and potential tax liability
  • Couples or individuals needing a tax efficient distribution strategy
  • A person suddenly faced with a life event – divorce, death of loved one
  • Someone wanting a facilitated legacy session to educate the next generation

Business owners needing financial services

  • A company wanting to help their employees with their retirement plans
  • A business owner wanting to reduce their tax liability
  • Helping a business owner transition into retirement

People developing and growing wealth

  • An individual starting a Roth IRA
  • Someone looking to save money on taxes
  • Someone needing assistance with the financial steps to take when changing jobs