Over the last 13 years, I've partnered with families through major life events including: sudden wealth, divorce, loss of a loved one, inheritances, injury/medical diagnoses, career changes and retirement. Working with their personal CPAs, attorneys and agents, we deliver holistic strategies that help our clients feel understood, secure, informed and in control. My goal is for clients to have all the time they want to confidently pursue what brings them the most fulfillment, leaving the day-to-day complexities of their financial strategies to me.
I'm very proud of the unique work we do as a trusted teammate for families, professional athletes and coaches (active/veteran), dentists, doctors, philanthropists, authors and entrepreneurs – helping them draft a game plan to organize, build, protect and efficiently transfer their wealth. After every meeting, I want people leaving with a greater understanding of the principles of investing and the "why" behind any action we may need to take.
Our clients' stories inspire us, and we are honored to be involved in their biggest moments. We celebrate successes, mourn tough losses, plan through difficult circumstances and partner with clients throughout their lives to help them not only plan for the expected but prepare for the unexpected – with a strategy that's positioned for both.
Outside of the office, I am involved with the following:
- Member of the Women's Estate Planning Council (WEPC)
- University of Colorado Buffalo Belles board member
- First Nations Foundation
- Women's mentor for the CFP® designation process
- Buffs4Life organization
- CASA of Adams County
Rebecca, our Senior Branch Office Administrator, is celebrating her 16th year with the firm. She loves spending time with her family and traveling the lower 48 in their RV, "The Pearl".
We'd love to meet you and learn about what's important to you, and how we may be able to help you spend more of your time on just that.
- Wealth Strategies
- Divorce Finances
- Entrepreneurs & Business Owners
- Insurance & Annuities
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
Office AddressLarkridge Shopping Center
16617 N Washington Street
Thornton, CO 80023
Phone NumberBeth E Stenz at (303) 255-4935
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 02:00PM|
- Web Conferencing
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