Committed to making a positive difference in the lives of our clients by providing straight forward financial advice and education that is in their best interest.
LPL Financial Planner
Peter personally advises clients on their investment management and financial planning needs. He focuses on their “big picture” and will develop a plan to assist them in pursuing their financial goals. Peter takes a comprehensive approach to financial planning understanding that ea
LPL Financial Planner
Peter personally advises clients on their investment management and financial planning needs. He focuses on their “big picture” and will develop a plan to assist them in pursuing their financial goals. Peter takes a comprehensive approach to financial planning understanding that each client’s needs are different. He aims to prepare his clients for their futures by first acknowledging that one’s financial investment needs demand clear communication. He believes that understanding the beliefs, lifestyle, and goals of his clients will aid in building a strong, bright, and comfortable future alongside them. All of his clients have one thing in common: the desire to pursue their goals and dreams and to have an experienced professional help them to make smart financial decisions.
Peter received his MBA from the University of Notre Dame in 1976. He moved to Colorado in 1977 with his wife, Debbie, and received his Certified Financial Planner (CFP) in 1993. He worked for Lockheed Martin for 16 years before starting his financial planning practice in 1992. He has helped his clients navigate a variety of financial issues for over 27 years.
Peter and Debbie have two children and two grandchildren. He enjoys traveling, painting, fly fishing, and spending time with family and friends.
It is Kerri’s belief that everyone’s economic and life environments are unique. Personalized service is essential when matching clients with the appropriate financial products and services. In order to do this Kerri’s best qualities are her ability to connect with her clients in a
It is Kerri’s belief that everyone’s economic and life environments are unique. Personalized service is essential when matching clients with the appropriate financial products and services. In order to do this Kerri’s best qualities are her ability to connect with her clients in a way that develops beneficial relationships built on trust and her passion for making positive change in people’s lives. In addition to working with clients in the financial sector, she also works with clients on life insurance, Long-Term Care Insurance, educational funding, asset gathering, and wealth building. She will assist you and your family in investing, managing and preserving your wealth.
In order to create this personalized service Kerri loves listening to people’s stories. What events have transpired in their lives? How have these events affected them and made them the person that they are today? How did they come to be where they are in life? This helps develop an understanding of their goals and where they see themselves in the future. The outcome of these conversations become the basis by which they, along with Kerri’s guidance, start building their personalized financial plan. That plan could include helping their children, assisting their parents, or living out their dreams.
Prior to joining Jochems Financial Services in 2018, Kerri spent 11 years developing her career at OppenheimerFunds. During her time there she gained knowledge of the financial industry as well as having the opportunity to work in technology and project management.
Kerri is a Colorado native. She grew up in Highlands Ranch, graduated from Colorado State University with a bachelor’s degree in social work, and now resides in Windsor with her husband and two young children.
Kerri looks forward to having the opportunity to connect with you and helping to build your personalized financial plan.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com
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