A.J. Holmes, CFP®
A.J.’s primary role is to assist the advisors in developing and updating retirement plans for new and existing clients, answering client questions, investment research and placing trades. A.J. has been in the financial industry for over 10 years, and holds the Certified Financial Planner Professional™ designation. A.J. is a member of our investment committee.I was born in Kokomo, Indiana. Shortly after being born we moved to Brandon, England (UK) where I lived for five years or so before landing in Arizona, at Luke Air Force Base (father is retired Air Force). I sometimes miss the sound of F-16 fighter jets flying over our home. I graduated from Arizona State University with a degree in Global Business Management & Leadership. Before graduating from ASU I attended Northland College in Ashland, Wisconsin to pursue a basketball scholarship, and studied meteorology. I try to take advantage of all of the activities Colorado has to offer through the seasons. As a new parent to two twin girls, Emery and Raegan, I look forward to future opportunities snowboarding, golfing, riding my motorcycle and exploring more of Colorado with my wife Kelly and little girls.
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