AJ Macdonald

With over 2 1/2 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.

EDUCATION

After graduating with a Bachelor of Science degree in mathematics from the University of Kansas in Lawrence, AJ began his financial services career in 1995 at Mercantile bank in St. Louis. He then transitioned to Norwest Bank in Denver in the Trust and Investment Management Department, eventually incorporating Macdonald Financial Services in 2001.

COMMUNITY

AJ is active with several local charities including Sertoma, Colorado Youth Outdoors and McKee Hospital. He has been a board member of the Healthier Communities Coalition, NoCo 20/30 and has worked with the Boy's and Girls Club of Larimer County. 

PROFESSIONAL ASSOCIATIONS

AJ is recognized as one of the top .05% performers based on annual production with LPL Financial, America’s largest independent broker/dealer (as reported in Financial Planning magazine, June 1996 - 2022, based on total revenues).

FAMILY

He is a proud dad of three children, Morgan, James and Charlie and two step children, Rachel and Heather. As a family, the Macdonald’s enjoy playing outside together and caring for their dogs, cats, horses, goats, ducks, chickens and peackocks of Horseshoe Lake.

FUN

A dedicated sports fan, AJ supports CSU football, tracks Kansas City Chiefs Football, KU basketball, and Colorado Avalanche hockey. Recreationally, AJ is an avid sportsman – fishing for everything from sunfish to sharks, and hunting small and big game.