LifePath FA offers sophisticated financial planning and impact investing to help you get where you want to go and leave a positive impact along the way. Our creative process is designed to inspire and motivate you. While anyone can benefit from our services, we tend to work best with artists, creatives, playful spirits and mindful individuals.
The decision to launch LifePath Financial Advisors was driven by the desire to use my experience and knowledge in the wealth management industry to make an instrumental difference in people’s lives. I was originally inspired to study finance by reading Rich Dad Poor Dad by Robert Kiyosaki in high school. After graduating from Colorado State University, I spent 12 years laying the foundation of my career in investment management. During that time I completed the Chartered Financial Analyst (CFA) program and the Certified Financial Planner® (CFP®) program, gaining experience and discovering new ways to add value for clients. I led the team that developed an Environmental, Social and Governance (ESG) portfolio for clients and spent two years learning about impact investments. I later completed the Certificate in Corporate Social Responsibility (CSR) at the University of Colorado. I have always called Colorado home and currently live in Lafayette, CO with my partner, Andrew, and our Yellow Lab/ Border Collie mix, Addie HoneyPenny.