Escalade Financial Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Dave Moritz, Private Wealth Advisor serving the Parker, CO area - Ameriprise Advisors

Dave Moritz

CFP®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Dave Moritz's website

Team

Tracy Morasco

Tracy Morasco

Paraplanner,

Client Service Specialist

Qualifications

  • Series 7 and 66 securities licensed
  • CO Life and Health Licensed
  • With Ameriprise since 1998

Roles & Responsibilities

  • Planning Assistant
  • Client Service
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Jennifer Conrad

Client Relationship Manager,

Office Manager