Broker Check

970-353-8800

Intrinsic Financial from CK Productions on Vimeo.

Intrinsic (adj.): belonging naturally; essential 


Today. Tomorrow. Together. 


At Intrinsic Financial Design Group 

At Intrinsic Financial Design Group 

At Intrinsic Financial Design Group we focus on planning first so we can be with you at every step of your unique journey. 

Learn about Intrinsic

Team Members

Sophia White

Sophia White

Founding Partner, Wealth Advisor

970-353-8800 x 801

970-346-9983

Stephen Waechter

Stephen Waechter

Founding Partner, Practice Consultant

970-353-8800 x 802

970-346-9983

Patricia Dimmer

Patricia Dimmer

Partner, Wealth Advisor

970-353-8800 x 803

970-346-9983

Allison Rocha

Allison Rocha

Wealth Management Assistant

970-353-8800 x 807

970-346-9983

Sharon Gabriel

Sharon Gabriel

Client Services Manager

970-353-8800 x 800

970-346-9983

Client Login

All of our client logins are conveniently in one location: logins for WealthLink (eMoney), Mutual Fund (Ivy) Account Access, and Brokerage (Pershing) Account Access

Client Login

Contact Us

There are several ways to get in contact with our office. 

Contact us

What to Bring?

Be prepared for a financial planning appointment with several items.

Learn more

The goal isn't more money. The goal is living life on your terms.


-Will Rogers

Contact Us

Intrinsic Financial Design Group

Intrinsic Financial Design Group

4645 18th Street Suite 300

Greeley, CO 80634

Phone: 970-353-8800

Fax: 970-346-9983

Email: Info@IntrinsicFDG.com

Office Hours:

Mon-Thu: 9:00 AM - 4:00 PM MT

Fri: 9:00 AM - 3:00 PM MT

Sat-Sun: By Appointment



Get directions to the office


Schedule with Sophia White


Schedule with Patti Dimmer

Have a Question? Let's Connect!

Thank you! Oops!