Team
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.
With over two decades of experience in the investment and financial planning fields, AJ heads Macdonald Financial Services and directs the planning, management, analysis, research and review of all client programs.
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.
Denise is a proud Colorado native, having been born and raised in Fort Collins, eventually getting her Business Management degree from Colorado State University.
She and her husband, Rich, moved to Colorado in 2018 after having lived in Atlanta her entire life.
Erika has been in the financial planning industry since 2014