(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 40 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 $25 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 reviews.

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 multi-year awards of the 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 Boys & Girls Club of Metro Denver, Big Brothers, Big Sisters, and the YWCA of Boulder County.

Hobbies / activities: Her personal interests include her children, five grandchildren, and a 14-year old yellow Lab. She is an avid sailor, reader, gardener, golfer, hiker and snowshoe enthusiast, and she is trying 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.

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Cascade Financial Management, Inc. is a Securities and Exchange Commission Registered Investment Adviser and Broker Dealer, Member FINRA, SIPC. Advisory and Brokerage services are only offered to clients or prospective clients where Cascade Financial Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Financial Management, Inc. unless a client service agreement is in place.