Emily has a passion for helping people. After working in the non-profit sector, Emily was drawn to financial planning because she saw the impact well-designed financial plans can make on people’s lives. She loves knowing that through her work she can take something that’s often stressful and turn it into a source of joy for her clients. By helping educate along the way, she empowers her clients to realize their full financial potential.

Emily’s goal is to have a group of clients as diverse as the community she calls home. A large percentage of her clients are women and other underserved communities including LGBTQ+ and POCs. Whether you’re a young professional starting out, or an experienced investor approaching retirement, she’s ready to help you meet your goals.

Emily graduated from Loras College in Dubuque, Iowa with a degree in Public Relations. She completed her CERTIFIED FINANCIAL PLANNER® certification in March of 2021. Additionally, Emily holds her FINRA series 7, 6, and series 63 licenses. She also has a Life & Health insurance license and a Long-Term Care insurance license. She’s always engaged in continuing education to grow her expertise and to provide holistic planning for her clients.

Emily grew up in the Midwest and moved to Colorado for easy access to the mountains. She lives in Denver with her husband, Marcus, and their son, Roman. She enjoys traveling, escaping to the mountains to hike or camp, and spending time with family and friends.

If you’re ready to see the impact financial planning can have on you, please give Emily and her team a call. They would love to meet you!

While studying for her MBA, Tricia was called to a career in financial planning as a way to make a positive difference in people’s lives. Knowing that financial planning is a subject many do not learn about, she takes care to educate her clients in addition to advising them. The personal, professional, and financial growth of her clients is always Tricia’s aim and she enjoys working with those who are family-oriented, career-driven, and motivated to learn.

Tricia grew up in Wisconsin where she learned to love adventure and the outdoors. She attended Alverno College in Milwaukee before moving to Colorado in 2013.

Tricia has completed her CERTIFIED FINANCIAL PLANNER® certification and holds FINRA series 7, 6, and series 63 licenses. She also has a Life & Health insurance license and a Long-Term Care insurance license. She’s always engaged in continuing education to grow her expertise and to provide holistic planning for her clients.

She is happily married to her husband, Andy, and they have a little boy named Levitt. In their free time, her family enjoys spending time in the mountains, water skiing and staying active through sports.

Liz is the planning and investment specialist for the Team, managing all areas of our investment practice and analyzing financial information to develop our financial presentations. With her exceptional client service skills, she goes above and beyond to make sure our clients’ needs are met. Liz's career was previously in financial services technology, working with the top firms in the country. She designed and built retirement planning and trading tools as a product manager. She also managed several client service teams. Liz is licensed in insurance and investments (Series 7) and holds her CDFA® and RICP® designations.

Personally, Liz is a solo parent to a middle schooler. After many years in Silicon Valley (CA), she was happy to bring her daughter back to her home state of Colorado to be closer to family. Liz loves to bake and travel. Her journey has taken her around the world and she has lived in Germany and Australia.

Dalaney handles insurance operations for our team and serves as the main point of contact for clients regarding all things insurance. She holds her Accident, Life & Health license and is in the process of furthering her education. Throughout her career at Northwestern Mutual, Dalaney has excelled in various roles, including recruiter, operations associate, and associate financial representative. Her passion for helping people and assisting them in achieving their goals is evident in her dedication and exceptional service. She was raised in Gilbert, Arizona and moved to Colorado in 2021 to be with her husband, Kaleb. Kaleb and Dalaney have a beautiful daughter, Ida Jean and they enjoy spending time together as a family.

Jennifer is the office coordinator for the Team. She specializes in client services and support for our financial practice-with a focus on developing, fostering, nurturing client relationships. She is responsible for assisting the team to run an efficient, effective, and organized office. Her past work experience consists of an extensive sales/management background and previously held a National Account Manager Position at Boston Beer Company/Sam Adams. Client relations and working with people, building and maintaining those relationships are of the utmost importance to her. Personally, Jennifer is married and a parent to a college student and a child in high school. She was raised in Iowa, graduated from the University of Iowa in 1990, and is a passionate Hawkeye fan. She moved to Colorado thirty years ago, and enjoys all this great state has to offer. She adores her family, her big, fluffy dog, and she loves to cook, travel, and garden.