Allowing someone into the world of your finances can be deeply personal, and it is important to select someone with a wealth of practical knowledge, personal experience and passion for people to be your trusted financial advisor.
I am proud to serve a diverse group of clients with wide ranging goals. I regularly work with multigenerational families to develop unique strategies of wealth transfer and federal employees with whom I create strategies to help with asset growth and tax reduction. My clients are assured that I will work tirelessly to help them achieve their goals.
I build personalized financial strategies for my clients that are designed to achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives uniquely tailored to their circumstances. In order to provide a comprehensive service, I regularly collaborate with their team of CPAs, attorneys and other trusted professionals that they may work with as well.
Regardless of whether a client has complex wealth and estate needs, is saving for a child's education, just retired or just started saving, I am here to help.
Being active in the local community is extremely important to me. I am a member of the Colorado State University Alumni Association, the Erie Chamber of Commerce and the Erie Economic Development Council. I serve on the local neighborhood Welcome Committee, helping to welcome new residents to our town!
My personal story includes my three children, Madeline (8), Maverick (5) and Ezekiel "Zeke" (-1). My husband and I just celebrated our 12-year anniversary with a trip to Italy! It is important to us that our children experience different cultures, so traveling is a passion!
We are self-described foodies and always looking for fun new spots to try in the Denver Metro area. My husband and I also enjoy a good bourbon and enjoy date nights at local distilleries.
I have many 'heart projects' and partner with non-profits both locally and nationally.
- Retirement Savings Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- College Savings
- Entrepreneurs & Business Owners
- Employee Stock Options
My Personal Interests
- Community Outreach
- Spending Time with Family
- Wine Collecting/Enthusiast
Office Address671 Mitchell Way Suite 204
Erie, CO 80516
Phone NumberBrittany L Maracine at (303) 828-9933
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
|Sat||By Appointment Only|
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