Excellence • Integrity • Innovation
Excellence • Integrity • Innovation
Jenkins Wealth in Denver, Colorado, is a comprehensive wealth management firm. Our mission is to provide efficient investment strategies primarily to individuals to help them grow and protect their money with confidence and planning.
Jenkins Wealth is built on a biblical foundation. We believe that God instructs all of us to be good stewards of our money, and we have faithfully committed ourselves to helping others achieve the success that God has planned for their financial lives.
Our firm and the financial advisors within are dedicated to our fiduciary standard. This is our commitment to uphold a duty of loyalty and care to our clients in everything we do. This is important when seeking counsel for your financial well-being because it means we have an obligation to always look out for your best interest.
The world of investment advice is plagued with conflicts of interest, obscure disclosure, and an overall lack of transparency.
At Jenkins Wealth, we believe in creating TRUST through TRANSPARENCY.
Working with an investment advisor who will act as your fiduciary can help to eliminate many of the problems associated with commission-oriented, product-focused salespeople.
Because a fiduciary is required by law to give full disclosure of how they are paid as well as any conflicts of interest they may have before you do business with them, you as the consumer are in a better position to make an informed decision.
Brad’s life passion is to help people grow their money and help protect their money so they can enjoy their money. He believes everyone deserves a financial planner who will do everything possible to help their clients’ dreams become a reality.
Brad always says that whatever profession a person chooses in their life, they should do it to the best of their ability! It’s this personal philosophy that made it imperative he become a Certified Financial Planner™ so he can serve his clients to the best of his ability through experience, knowledge, and a high level of professionalism.
Dave Henderson gained an interest in helping people with their finances after seeing the aftermath of his mother losing a large sum of money. Since entering the financial services industry in 1995, Dave has focused on building strong client relationships through consistently reliable service and objective advice. He has made it a point to continue his education by earning the designations of Certified Financial Planner™ professional, Chartered Financial Consultant, and Chartered Life Underwriter. In addition, he has a bachelor’s degree in business administration from the University of Phoenix.
As someone who holds the Chartered Financial Consultant and Chartered Life Underwriter professional designations from the American College, David has signed the American College Professional Pledge, which forms the basis for all of his client relationships:
Danny Lee loves a challenge when he has an opportunity to think outside the box and help strategize with clients to help them achieve and maximize their financial aspirations. His philosophy of building life-long relationships with clients is shown simply by treating them as if they were one of his own family members. He started his investment career at Charles Schwab as an active trader and Associate Private Client Advisor where he actively traded, developed, and implemented financial/investment plans for clients.
Ed has extensive knowledge supporting and advising clients over 26 years in the financial services industry, beginning with Charles Schwab where he developed an acute focus on needs-based planning.
Ed believes it is critical to begin with the end in mind. His first priority is to help individual investors achieve their financial goals through the methodical implementation of a portfolio plan custom crafted to each investor’s unique circumstances and needs. After all, in the words of author and World War II fighter pilot, Antoine de Saint-Exupery, “A goal without a plan is just a wish.”
As a licensed insurance professional specializing in annuities and life insurance, Vincent brings expertise and insight to help clients secure their financial future with confidence. His goal goes beyond just being an annuity and life insurance expert. He is committed to serving as a financial professional, dedicated to helping clients plan for all their income and growth needs. Driven by a passion for empowering others to achieve their financial goals, he prioritizes building lasting relationships with clients based on trust, integrity, and personalized attention, ensuring that each client feels supported and confident in their financial decisions.
The biggest thrill Heather gets is when she can see the “aha!” in someone’s eyes. Talking about investments and investment products can be overwhelming and sometimes complicated.
Which is why she enjoys working with people who may not have much experience in the finance industry and teaching them how things work and fit together.
As the firm’s operations manager and chief compliance officer, Heather works primarily behind the scenes making sure all the puzzle pieces fit together and are executed properly. She is a longtime veteran of the industry with over 20 years of experience, working in various departments and firms over the years, and brings a wide breadth of knowledge and experience.
Heather is a Minnesota native and has been in Colorado since 1995. She, her husband, Vincent, and young son, Ralph, live in the beautiful foothills of Denver. When not chasing her son around, Heather enjoys cooking, camping, and traveling.
Allie comes to Jenkins Wealth from title processing and CPA offices in Denver. She is responsible for working with our clients and team on all operations and back office items, as well as any servicing needs.
A native from upstate New York, she and her daughter enjoy being outside and baking delicious sweet treats.
Brittany brings a vast array of knowledge and experience to Jenkins Wealth with her expertise in marketing. Her resume boasts an impressive list of companies of all sizes where she has created significant impact.
Brittany now brings that same high level of skill to Jenkins Wealth. In addition to her hard work and dedication with the company, she graciously dedicates her time to charities and her local church.
The biggest thrill Heather gets is when she can see the “aha!” in someone’s eyes. Talking about investments and investment products can be overwhelming and sometimes complicated, which is why she enjoys working with people who may not have much experience in the finance industry and teaching them how things work and fit together.
As the firm’s operations manager and chief compliance officer, Heather works primarily behind the scenes making sure all the puzzle pieces fit together and are executed properly. She is a longtime veteran of the industry with over 20 years of experience, working in various departments and firms over the years, and brings a wide breadth of knowledge and experience.
Heather is a Minnesota native and has been in Colorado since 1995. She, her husband, Vincent, and young son, Ralph, live in the beautiful foothills of Denver. When not chasing their son around, Heather enjoys cooking, camping, and traveling.
Nick loves to understand how things work! Having joined the financial industry right after college, Nick found his passion in helping financial firms streamline their operations and processes. A former advisor himself, Nick dedicates himself every day to finding better ways to do things, knowing that every minute spent improving can help benefit our clients’ lives.
A native of Pittsburgh, Pennsylvania, Nick came to Colorado in 2008 and fell in love with our beautiful state. He attended the University of Denver and loves to cheer his Pioneers on whenever he can.
Ed has extensive knowledge in supporting clients and advisors over 23 years in the financial services industry. Prior to joining the Jenkins Wealth team, the first step in his career was with Charles Schwab. Among other things, he has been responsible for services to high net worth clients, long-term investors, and active traders. His roles have ranged from active trading, to portfolio management, building and implementing financial plans, and ongoing portfolio oversight. Ed’s first priority is to help individual investors achieve their financial goals through the methodical implementation of their custom crafted portfolio plans.
Ed attended the University of Colorado at Boulder, where he majored in U.S. history, with a secondary emphasis on biological sciences.
Ed holds his life and health licenses and has held a number of securities industry designations and licenses over the years.
Brittany brings a vast array of knowledge and experience to Jenkins Wealth with her expertise in marketing. Her resume boasts an impressive list of companies of all sizes where she has created significant impact. Brittany now brings that same high level of skill to Jenkins Wealth.
In addition to her hard work and dedication with the company, she graciously dedicates her time to charities and her local church.
With over 20 years of experience in finance, Amy brings a lot to the table. A graduate of UC Denver’s psychology program, Amy understands the value of trust when it comes to developing a successful relationship. She strives every day to serve our clients by meeting their needs and delivering on her word.
Amy is a Denver native and has loved Colorado all her life. She currently lives in Highlands Ranch where she spends as much time as she can with her family.