One of my colleagues likes to say that we "do life" together as employees of Edward Jones. This idea of supporting each other through life's ups and downs immediately resonated with me and I brought that concept to life in my practice.
After a successful 15-year career in health care, many of those years as a business owner, I was ready for a change. I knew that I wanted a career where I could make a lasting impact on the lives of my clients and build relationships that could last a lifetime. I also wanted to help my clients make smart decisions about their money - be it saving for retirement, for college or purchasing a home.
I established my practice with Edward Jones in 2015 in Denver and currently hold the AAMS® designation. I work with clients of all ages and backgrounds and specialize in helping clients navigate change, whether that's a new job, new baby, new home, marriage, divorce or a health diagnosis. We "do life" together at our branch, whether it's a time of celebration or challenge.
My team includes an amazing branch office administrator, Rachel Kopfle. Rachel has over 14 years of experience working in the financial service industry. Together, we use an established process to ensure each of our clients feel understood, in control and secure with their financial life.
When I'm not helping my clients, I love to explore the front range on my mountain bike, snowboarding, cooking and traveling with my husband, Brian.
- Retirement Savings Strategies
- Divorce Finances
- Business Retirement Plans
- Employee Stock Options
- Intergenerational Planning
My Personal Interests
- Mountain Biking
- Scuba Diving
- Animal Rescue
Phone NumberCorey Novak at (303) 733-1280
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