Meet BJ Jennings. Originally from the Des Moines Iowa area. He moved to Colorado to attend the University of Northern Colorado, where he earned a bachelor’s degree in Economics. It was during this time that his passion for financial markets, investing, and strategic planning began to take shape.
Today, BJ is a Certified Financial Planner™ (CFP®) with 17 years of experience in the financial services industry. He takes pride in his analytical approach, attention to detail, and commitment to building trusted, long-term relationships with clients. His career has been driven by a desire to help individuals and families make smart financial decisions and gain clarity around their financial future. For the past 12 years, BJ worked at Charles Schwab, where he held roles both as a High-Net-Worth Trader and more recently a Wealth Advisor. In these positions, he provided sophisticated investment guidance, financial planning, and wealth management services to clients with complex financial needs.
Outside of the office, BJ enjoys spending time with his wife and their two children, Nora and Smith. He is passionate about the outdoors and makes the most of Colorado’s natural beauty whenever possible. Whether it's golfing, snowboarding, playing tennis, hunting, or fishing, BJ values staying active and connected to the land and lifestyle that first drew him to Colorado.