Edward Jones-Financial Advisor: Dave Loomis

08/19/2026

This scam often involves an attorney searching for a beneficiary for his or her deceased client. Keep in mind that you should never pay money in order to get money. If you believe an offer is legitimate, discuss it with a family member or trusted friend to gain an outside perspective.

08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4wo99o9

08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

05/04/2022

Make sure you and your IRA are working together to give you and your loved ones a better future. Putting off IRA contributions can cost you a LOT of money and flexibility in retirement. Need proof? Give me a call!

04/27/2022

Anybody else been having a reaction like Joey's when you look at your 401(k) or IRA lately? You're not alone! It's the main topic of conversation with my clients when we've met this year. No sugar-coating it, its been an ugly start to the year. But you and I have several great reasons to be optimistic about the market, the economy and and your investments. Give me a call and I'll tell you why!

I’ve been a member of the Edward Jones family for the last four years as a client and a financial advisor.

After working in a high-tech field for almost 20 years, I knew I wanted to pursue a new path in my career and I was drawn to Edward Jones through a strong personal relationship with my financial advisor. It didn’t take long for me to realize that my background in guiding clients through very technical training in my previous professional role could transition well into helping guide the serious, long-term investor. I am genuinely interested in helping my clients determine their comfort level with risk and to help achieve their financial goals through a solid strategy that we develop together.

My family has been a part of Northern Colorado for 25 years. My wife, Laura, and I are the proud parents of three boys (Jake, Eli and Ian). We have all been active in sports in the area as players and coaches. I have been a coach or youth sports board of directors member for the last 10 years in baseball, basketball, football and lacrosse. I love serving in the community through my kids’ activities, and I love serving as a financial advisor to my clients.

Working with Edward Jones is a partnership between me, you and thousands of people providing guidance from our home office - all helping you to reach your financial goals. Whether you planning for or living in retirement, saving for college expenses, or you are looking for protection against the unexpected, our branch team can help you make it happen through our established process. I look forward to serving you and helping you achieve what’s most important to you. Member SIPC.
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04/13/2022

Just like there is no "one size fits all" approach to investing, the same can be said of protecting your family's financial future. Let's talk about how to find what protection strategy can help address your situation.

04/06/2022

If you are not taking advantage of the tax advantages of a Roth IRA, you could be missing out on some significant tax savings now and in the future. Give us a call to learn more, your future self will be happy you did!

04/04/2022

April is Financial Literacy Month, and its a good time to work on your financial IQ. It's very easy to blow out the budget on a summer vacation or your new backyard project (I've been guilty of both!). Get on the same page of your budget with people in your house, save for unexpected expenses and invest for your future. If you have questions about how to get started or you want to test your financial literacy, let's talk!

03/30/2022

Its fun to imagine specific things on your Bucket List, items you'd like to purchase, places you want to go or experiences you'd like to share. The best part of my job is helping people prepare so they can start checking items off that list! What is the #1 thing on your Bucket List?