PARTNER AND FINANCIAL ADVISOR
(303) 440-9596 Phone
(303) 440-7209 Fax
4710 Table Mesa Dr Suite A Boulder CO 80305
Pat believes it is impossible to create a “road map” until we can clearly identify the destination. With more than 30 years of industry experience in a wide variety of market environments and economic changes, she offers the valuable tools of insight, discipline and objectivity. Preserving and protecting wealth is at the core of her investment philosophy.
She employs a thorough process, guiding individuals and families with $2 million to $20 million of investable assets to identify and quantify their values and goals. She believes the scope of wealth management reaches beyond investment consulting and incorporates the dynamics of risk management, tax planning, charitable giving, and estate review.
Beginning her investment experience in 1980, Pat has built her expertise in the areas of retirement planning and implementation, college funding and financial planning for divorce. She works closely with a team of experts in the advanced planning process, encompassing wealth enhancement, wealth transfer and wealth protection. These relationships are managed through regular progress meetings.
Pat attended the University of North Dakota and North Dakota State University. Growing up in North Dakota was an impactful experience and she is grateful for the values and culture of growing up in a small, close-knit community. Prior to joining Cascade in 1999, Pat was with Piper Jaffray for nineteen years.
She is a recipient of the 2009, 2011, and 2013 FIVE STAR: Best in Client Satisfaction Wealth Manager Award, ranking her among the top 7% of wealth managers in the Denver area. Pat is involved in several non-profit organizations including the American Diabetes Association, YWCA of Boulder County, and The Boys & Girls Club of Metro Denver.
Hobbies / activities: Her personal interests include her children and their spouses, five grandchildren, and a 5 year old yellow Lab. She is an avid reader, gardener, golfer, hiker and snowshoe enthusiast, and she is learning to love bicycling. She especially likes to travel and enjoys it most when the entire family joins her!
Favorite Quote: Investment success is not a sprint, it’s a marathon.