Jack Connolly, CFP®

Mr. Connolly's educational background has prepared him to provide outstanding financial planning services. He has obtained an MBA degree and the Certified Financial Planner (CFP®) designation. 

The CFP® designation is the result of a comprehensive two-year financial planning program offered by the College of Financial Planning in Denver, Colorado. The Certified Financial Planner Board of Standards, Inc. has authorized Mr. Connolly to use the certification marks "CFP®" and "Certified Financial Planner©". This designation is the standard of the industry and requires not only extensive study, but continuing education that assures clients of the most up-to-date and professional services available. With continuous changes in the tax regulation and investment environment, your advisor must be exceptionally well-informed about current developments.

Mr. Connolly is a Registered Representative with the National Association of Security Dealers, holds Series 7, 24 and 63 licenses, is a Registered Investment Advisor.

Mr. Connolly is an active member of his community. He was elected twice to the District 51 (Mesa County) Board of Education and served as its president in 1982. Mr. Connolly served for six years on the Hilltop Health Services Corporation Board and was elected as president in 1998. In 1981, Mr. Connolly joined the Grand Junction Rotary Club and presided over the club as its president in 2000. He is married, has four grown children and has lived in Grand Junction, Colorado since 1973.