Our mission is to know and understand your dreams and goals and then actively help you create the ideal financial and investment plan to achieve your objectives.
Our objective is to exceed your expectations as an investment advisor and create a relationship that lasts a lifetime, because you trust us and are receiving the best possible Advice, Strategy, Growth and Results.
Eves & Haines Wealth Management is a Registered Investment Advisor (RIA) firm in the State of Colorado. Being a Registered Investment Advisor allows us to work directly for you, rather than through a large Broker/Dealer or Insurance Company. This allows us to keep your priorities in the forefront, rather than the priorities of another company's bottom line. We are a fee-only advisor for investment management. This gives you complete transparency in knowing what you are paying for your financial advice and investment management.
Glenda and Jesse both came from the other side of the industry where they worked for a Broker/Dealer. It was clear to them that there was a better way to serve clients. Quite frankly, different companies are good at different things and they wanted to provide the best financial tools and strategies for your custom solution.
Bachelors of Science, Business Administration Colorado State University
Study emphasis in Finance and Marketing
Industry Exams Passed: Series 6, 26,65
Modern Woodmen of America | Financial Representative and Managing Partner
Incom-Direct | Senior Consultant
I was born and raised in Colorado, a place I love and plan to stay to raise my own family. I am blessed to have a very supportive and loving family. My successful father has always been my role model and the best advice I ever received from him was to work hard and always do the right and ethical thing. He said in the long run that will always bring you the success and fulfillment you are looking for. That is what I keep foremost in my mind when I am working with Glenda and our clients, as well as in my personal life with my friends and my wife, Stephanie.
One of the strengths I bring to our business and you, the client, is my fresh insight to new ways of solving your financial puzzle. Financial analysis and numbers have always been my strong suit and I love the process of working with you to figure out the financial strategy that is ideal for you.
Bachelors of Science, Electrical Engineering University of Colorado
American College of Financial Services
Industry Exams Passed: Series 65
Modern Woodmen of America | Financial Representative
Xcel Energy | Director of Commercial and Industrial Business Development
GSH Enterprises | Executive and Life Coach
I have spent over 35 years in the business world and bring a breadth of leadership and business acumen to our clients. One of my biggest strengths and passions is my ability to translate and integrate technical information into solutions for real people. When I left my corporate position to pursue my coaching business and create more time for my daughters, I began studying the stock market and investing strategies. I did this for myself because I wasn't comfortable with the information I was receiving about how to invest and grow my retirement and financial resources. What I did for myself is now insight and knowledge I can apply for our clients. I love people and I'm good at figuring out what you really want and then working with Jesse to translate your priorities into a strategy that fits you perfectly.
My family and I moved to northern Colorado about three years ago. My husband Jim and I both grew up in a small rural town and we wanted something similar for our family. We love Greeley and the area and are continually delighted by the culture and diversity of the area and people.