Taea Takagi-Jones

Taea joined the family business during the 2008 financial crisis. She takes pride in carefully listening and working with her clients to determine priorities and create roadmaps to reaching long-term financial goals that can weather these inevitable storms. Taea values independent research, continuing education, and leveraging technology for office efficiency.

As the OSJ delegate supervisor holding securities licenses Series 24, 7, and 66, she enjoys in-depth financial planning discussions with her clients and creating tailored risk and asset protection strategies through long term care and annuity solutions. She also maintains Life, Health, Property & Casualty, and Variable Annuity Insurance licenses.

As a fourth-generation member of the family business, Taea carries on the legacy of her great-grandfather Junsuke, grandfather Douglas and father Verne. She strives for excellence when it comes to communication, service, reliability, and strong relationships across generations of clients and their families. Taea holds a BA in Psychology and a Minor in French from Colorado College, and currently serves on the board of her elementary alma mater, Montessori Community School.