As a next generation financial advisor in the Roaring Fork Valley, I am committed to my duty of mobilizing change towards bettering the financial stability of my fellow hard-working and motivated outdoor enthusiasts. Whether you're an established business owner, a career professional or a young entrepreneur, I believe that everyone has the capacity to build wealth and accomplish their most important life goals.
When I moved to the Roaring Fork in 2014, I accomplished a lifelong dream: to live and work in the mountains! I live here for the same reasons as most: I'm a powderhound always looking for trees, a river rat with a fish loving husband, a 14er fan, a star gazer that loves the smell of campfire, a foodie and an environmental advocate. I sit on the board of directors for Junior Achievement of the RFV as well as the Rotary Club of Snowmass Village; playing and raising a family in the mountains where I can give back to my community is living my dream.
It is first my priority to understand you: what do you want to do when you grow up? What do you value and what drives you? Your why is the basis of how I tailor the advice I give you, and you can expect me to be there with guidance along the way as life happens.
After graduating from CU Boulder, I completed a 27-month service with the US Peace Corps in Azerbaijan followed by a year living in Indonesia as an educator and NGO consultant: I am well aware of the unique challenges that we have in front of us and am impassioned to educate and guide those who are ready to overcome and accomplish more. I'm here to help – I'm your local, next-gen financial advisor on a mission to change the paradigm of how "we money" in our lives, in our businesses and with our families.
By working together over the course of your life journey, we'll continue to explore the elements of your financial universe and tailor a plan to what's most important to you through all the ups and downs.
Are you ready? When you are, give me a call and let's get started.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Socially Conscious Investing
- Insurance & Annuities
- Wealth Strategies
- Intergenerational Planning
My Personal Interests
Phone NumberKatie Preston at (970) 927-9800
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- Web Conferencing
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