I started with Edward Jones in the Chicagoland area in 2008, and eventually rejoined the rest of my family in Breckenridge in 2012. In 2017, we opened our current location in downtown Breck, located at Main Street Station.
I focus on working with higher net worth clients who have more complicated financial situations. I find that most of my clients fall into one or more of the following categories: local business owners, realtors, independent women and those with a large, lump sum of money to invest. These are my focus areas.
I strive to involve the entire family in our planning process. I never want the first time I meet someone's adult kids or grandkids to be after a client passes away. Have you ever wondered if your heirs are ready for the financial responsibility of managing their future inheritances? I try to get to know my clients' families as a whole and position myself as a financial resource for the younger folks, today.
Tired of working with financial types that show charts/graphs and numbers ad nauseum? You won't find that here. I spend time getting to know my clients and their specific needs. I use an established process to create personalized strategies to help you achieve your financial goals. I work closely with your estate planning attorney and tax professional to ensure we are addressing all possible issues and concerns. I specifically take on a limited number of new clients each year so that I have the proper time to dedicate to each and every family I serve.
Our practice has grown so much that we have recently expanded our team. Kelly Garoutte is our second financial advisor; she focuses on working with newer investors and our favorite locals. Lara Saperstein is our friendly branch office administrator. She assists our clients with all of their administrative needs.
In my personal life, I am a passionate dog mom to a goofy Rottweiler puppy named Tuna. We love to hike our local trails together all year round. I also enjoy yoga and skiing, and enjoy spending time with my family that is here in Breckenridge.
If you are searching for an experienced financial advisor that is able to successfully navigate complex wealth needs/strategies right here in Summit County, then look no further. Call our office today to schedule your appointment. We can't wait to meet you!
- Wealth Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
Mailing AddressPo Box 3865
Breckenridge, CO 80424
Phone NumberRobin L Drabant at (970) 423-6141
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