Local Financial Services Firm Celebrates 30 Years Serving Northern Colorado with Launch of Financial Literacy Partnership

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JBA Wealth Management partners with CARE Housing and Neighbor to Neighbor to launch The Intentional Spending Project, a partnership for financial literacy.

JBA Wealth Management (JBA) was founded in March 1984 by Dan Johnson. The firm is celebrating 30 years of serving the Northern Colorado community by launching The Intentional Spending Project, a public-private partnership aimed at providing ongoing, free financial literacy workshops and seminars to the Northern Colorado Community.

“From the beginning we knew we wanted to provide our clients with something different, something better, so we’ve always focused on having a team of experts with the varied skills necessary to help discover and create strategies that serve each individual’s unique needs,” said JBA founder Dan Johnson. “As we enter this new chapter, we’re very excited to be working with such great community leaders to deliver these free educational programs.”

Financial literacy workshops are scheduled to launch this summer and will run on an ongoing basis. Topics covered will range from, “the why and how of a spending plan” to “how to avoid financial scams” and “Homeownership 101 for new home owners.” Direct feedback from the community will be used to develop new curriculum and delivery methodologies.

The Intentional Spending Project is a joint endeavor that highlights the power of public-private partnerships. “There is a real need for this kind of education for people from all walks of life,” said Kelly Evans, Executive Director of Neighbor to Neighbor. “We’re very hopeful when members of the business community like JBA recognize this need and reach out to us to help fill the gap in fun, engaging and innovative new ways. And we’re looking forward to working with the whole team on this project.”

For more information about the Financial Literacy Program and how to register for workshops contact Susan Larson at JBA Wealth Management at (970) 223-1922 x24.

Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. JBA Wealth Management Group and the Securities America companies are not affiliated with all named entities.

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Susan Larson
JBA Wealth Management
+1 (970) 672-6314
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