Our Team
Sam Jones
President
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Sam Jones
President
Sam Jones has a BA in Economics/Finance from Colby College in Maine and a Masters Degree in Information Technology from the University of Denver, Daniels School of Business. Further study includes International Finance at the MacQuarie University, School of Economics in Sydney, Australia.
Sam took over as President of the firm, known as Robert E. Jones and Associates, Inc, from his father in 1997 and renamed the firm, All Season Financial Advisors in 2001. Since 1997 the firm has grown from a pure asset management firm of $26 Million and two employees to a comprehensive wealth management firm of $185 Million in assets under management with four full-time employees.
As president of the firm, Sam is responsible for the entire suite of investment options available to the clients of All Season Financial Advisors; including portfolio design and management, selection of outside managers, due diligence, and oversight of all product offerings. In addition, he plays a key role in the allocation of client assets amongst the various investment options as well as client performance reviews and integration with our professional wealth management partners.
Beyond being a registered representative of the firm with the SEC since 1994, he is also a past president of NAAIM (National Association of Active Investment Managers), The Premier Association of Active Money Managers, a 200-member association of Registered Investment Advisors. Sam has a personal and professional interest in the renewable energy field as well as green or Socially Responsible Investing. He earned a vocational certificate as an Energy Master from the CSU extension office in 2014 and regularly speaks on the economics of progressive energy. He currently serves on the finance committee for the Yampa Valley Community Foundation and is the President of the Steamboat Education Fund.
Sam has been interviewed and quoted in Barron’s, The Wall Street Journal, Progressive Investor Magazine, Smart Money, Investment News, Sustainablebusiness.com, RenewableEnergy.com, Financial Advisor and The Denver Post, as well as participated in local investment panels as an expert in technical analysis. He has also been accredited by the Financial Planning Association to teach technical analysis to CFPs for continuing education credits.
Sam lives in Steamboat Springs, CO with his wife and two boys making regular trips to the Denver office to meet with clients, staff and partners.
Kris Dickey
Managing Director
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Kris Dickey
Wealth Services Manager
Kris is an Iowa native who moved to Colorado in 1982. After graduating from Metropolitan State College in 1986 she began her financial career at Fiserv (Formerly First Trust Corporation). During her 20 years with Fiserv, she managed account service teams in both the IRA Premier Group (Broker Dealer Division)and Data lynx (the Registered Investment Advisor Department). In 2006 she joined the Denver Home Builders Association as an Operations and Event Coordinator, where she enjoyed working with the Associate Member Council, Sales and Marketing Council, and assisting the VP of Operations with the logistics involved with the Denver Parade of Homes. In October 2007, she joined All Season Financial Advisors and is currently responsible for servicing our Wealth Management clients, planning and coordinating ASFA events, and managing the Denver office. Outside of work, Kris loves to stay active,and enjoys traveling, golfing, hiking, skiing, and spending time with family and friends.
Trivia about Kris
The biggest mistakes I’ve ever made:
- Buying my first house with an Assumable Balloon Loan Mortgage
- Paying to Sell It
- Selling it to a Con-Artist Real Estate Agent
- Breaking the seal on a friend’s Elvis Shaped Decanter reducing the value in an instant.
I’ve been recognized for:
- Homecoming Queen and Prom Queen 1979 (a very long time ago – wink)
- All-Conference Softball and Basketball throughout High school
- High School Salutatorian Graduate
- Graduated Suma-Cum-Laude from Metropolitan State College
- Service Excellence, Project Excellence, Leadership Awards and Longevity Awards (while employed at Fiserv)
My Favorite Food:
- Mexican
- Hot Wings
- Chocolate
- Wine
Favorite things to do away from work:
- Travel
- Spend lots of time with Family and Friends
- Golf (with my hubby and friends)
- Hike (with hubby and friends)
- Ski (with family and friends)
- Workout (with my workout buddy, also known as my unpaid therapist)
Something strange: I used to be a ridiculous neat freak. Everything had to perfect and in its place including the legs on our bar stools, the kitchen faucet, vacuum lines in the carpet, etc… I also vacuumed every night before I went to bed.
I assisted with coordinating the logistics for the Denver Parade of Homes in 2006 and 2007.
John Burkholder
Operations Manager
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John Burkholder
Operations Manager
John started with ASFA in 1992 and have been working as the Operations Manager continuously. John is married with two kids, a son and a daughter. He enjoys hunting, fishing and camping with his family. He and his wife shoot competitively and their son is just starting to do so as well. After high school, John went to college for three years studying finance and then decided he wasn’t sure what he would do after and joined the Navy. Five years later, John finished his Bachelor’s degree in Finance while in the Naval Reserves.
“I love living in Colorado because it allows me to follow my passion for the outdoors.”
Matthew Wiles
Client Relationship Manager
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Matthew Wiles
Client Relationship Manager
Matthew is a Colorado native and has spent his whole life in state. In 2021, he graduated from Regis University with a BA in Finance. Matthew brings a valuable working knowledge of the financial services industry and experience from his previous work with Bleakley Financial Group and Northwestern Mutual.
Matthew has passed CFA Level 1. He is proficient in coding Python, a wiz on Excel, is competent with all of the top tier financial software and still manages to have a sense of humor. He will be responsible for helping to prepare for meetings and coordinate the professional work of our various wealth management partners. Matthew hopes to bring youth and energy to the firm going forwards, as well as his love and exactment for wealth management and financial planning.
In his free time, Matthew writes novels, bird watches and spends time with his girlfriend and cat Mia.
Our Wealth Management Partners
Our current wealth management partners operate independently and are not employees of All Season. They have been vetted by our firm for their professionalism, service offering, costs, and business history. Each of our professional partners collaborates with our team at All Season on behalf of you, our collective client, to offer the best advice possible across multiple disciplines. All partners are aware of our wealth management packages and willing to accommodate billing practices accordingly.
We have professional partners that offer comprehensive tax and legal practices in Denver, Vail, and Steamboat Springs, CO. We would be happy to integrate the right professional into your financial team.
FINANCIAL PLANNER
Kristi Sullivan CFP
Sullivan Financial Planning
CERTIFIED PUBLIC ACCOUNTANT
Dustin Nelson CPA
Nelson and Company
CERTIFIED PUBLIC ACCOUNTANT
Scott Colby CPA
Colby & Ludy PC
ESTATE ATTORNEY
Dan Mong, Esq
Zisman, Ingraham & Mong PC
ESTATE ATTORNEY
Jason Lacy, Esq
Steamboat Lawyers Group PLLC
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303-837-1187
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