“We’re here to serve our clients and help them live a great life, with a well-planned future. We’re thrilled to build something of our own. We’re proud to announce Colorado Capital Group,” said Jennifer Dees, Vice President and Certified Financial Planner® of Colorado Capital Group. Jennifer works alongside her husband, Josh Dees, President at Colorado Capital Group.

 

In a move that signals both growth and a renewed commitment to personalized service, Jennifer and Josh Dees have transitioned their longtime Loveland financial practice into a new independent venture: Colorado Capital Group, backed by Ameriprise Financial. The change is designed to offer clients greater flexibility and customization at a time when the market is changing rapidly, and control is crucial.

 

Ameriprise Financial, one of the most established and respected financial institutions in the United States. With roots dating back to 1894, Ameriprise has guided generations of clients through world wars, recessions, market booms, and periods of significant economic transformation. Today, the firm manages and administers hundreds of billions of dollars in assets, serving millions of clients nationwide. For Jennifer and Josh Dees, it just makes sense to align with a firm of this caliber. This move allows Colorado Capital Group to pair its personalized, community-based service with the resources, financial products, technology, and enduring strength of a national industry leader.

 

For Jennifer and Josh, financial advising has always been about relationships first. Married with two children and deeply rooted in Northern Colorado, Jennifer and Josh have built their reputations not just as trusted advisors, but as neighbors. Residents of Ptarmigan, they serve roughly 1,000 individuals and families from their Loveland office, helping clients navigate retirement, investments, and long-term planning.

 

Jennifer’s path to financial advising was anything but conventional. Raised in Wyoming, she attended the University of Wyoming and earned her Doctor of Pharmacy degree. She entered retail pharmacy with a strong desire to help people.

 

Josh’s journey began on a different track. A Georgia native, he also attended the University of Wyoming, where he played basketball. After college, he coached the sport before deciding to pursue a career in financial advising. After five years of watching him build meaningful client relationships, Jennifer joined the business. They’ve served Northern Colorado since 2012.

 

Jennifer and Josh are quick to credit their Branch Office Assistant, Aurelia Rodriguez, as essential to their success. Aurelia has been with them for years; she helps ensure that clients receive attentive, seamless service.

 

The launch of Colorado Capital Group comes at a time when innovation in financial planning is needed. “The market has changed so rapidly since we started,” Jennifer said. “This move allows us to offer a much wider variety of investment opportunities for our clients and adapt to market changes.”

 

Despite the move to Colorado Capital Group, their steady, partnership-driven philosophy remains unchanged. What has changed is their capacity to customize solutions and adapt quickly to shifting economic conditions – an advantage they believe will serve their clients well.

 

The launch of Colorado Capital Group represents more than a name change – it’s an exciting evolution for the clients Jennifer and Josh Dees have faithfully served for years. This move signals Jennifer and Josh’s promise to help families enjoy today, while preparing wisely for tomorrow.

 

Learn more about Colorado Capital Group and schedule a free consultation at (970) 292-0625.