John-David (JD) Woolley
AAMS, CTS

Having spent more than a decade honing my craft in the financial services industry, I care deeply about cultivating strong, trusting relationships to help people realize their financial goals. Dedicating my expertise to making an impact at notable firms like Deloitte, Charles Schwab, and Lincoln Financial Group, my specialty is providing customized, comprehensive financial planning services to help my clients grow, preserve, and transfer the assets they've worked hard to accumulate. I work diligently to put my clients' best interests first and make it my personal mission to help them navigate the challenges and opportunities unique to their situation so that they can confidently work towards financial security - for today and for the future. Whether helping business owners improve their bottom line and create generational wealth, guiding families as they save for college expenses and secure the best life insurance policy for their children, or supporting individuals as they invest for retirement, the focus always remains on what's best for my clients.

A Colorado native, I grew up in Fort Collins and attended the University of Denver where I earned my Bachelor’s degrees in Accounting and Economics, and a Master’s degree in Tax. I currently live in Denver with my wife and two dogs who keep me very busy outside of my personal love of reading, Brazilian Jiu-Jitsu, and traveling. Through my own pursuits, I hope to leave a legacy of service and success for my family.

My Values

Proper understanding | Knowing you and knowing the market to guide you on the best path forward.

Unselfish action | Putting your best interests first. Always.

Truthful speech | Being honest and transparent so that you can make well-informed decisions about your future.

“If you don’t know where you’re going, any path can take you there.”

— Lewis Carroll


We all have a say in how our future unfolds. First, we have to know where we are to get where we want to be. It’s my goal to help you find the best path to get there.