Pat is an independent Investment Adviser Representative.  She is a Fiduciary who has been serving in the financial industry for over 20 years.  Her past experiences include work as a mortgage broker and independent insurance agent.  Pat has offices in the Denver suburbs or will meet with you in your mountain community.

Our diverse team diligently seeks to understand new methods of help to you as the financial services landscape evolves.  Through professional relationships, your portfolio will be constructed, personalized, and professionally managed and monitored by financial professionals who are affiliated with some of the industry’s most prestigious organizations.

As a licensed fiduciary, Pat must make decisions with your best interests in mind.  By working together, we create a Retirement Plan with a comfortable income you can enjoy for the rest of your life.

Pat grew up in Wisconsin and moved to the beautiful mountains of Colorado in 1971.  She enjoys international travel and spending time with her husband and extended family.

Today, as a financial service professional, she helps you know the financial issues and make the best decision for yourself and your family.  Pat puts her financial experience and client care to work for you.