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About Intrinsic Financial Design Group

We have built our practice with families in mind and are fortunate to work with multiple generations of families striving to help ensure each generation is able to live their best life. There is a sense of pride among the team at Intrinsic Financial Design Group, attributed to seeing older generations move along the path to pursuing their goals while the youngest generations start to establish their own goals, with the guidance and encouragement of their advisor and family. We believe the coaching that we are able to provide to each generation is strengthened by the knowledge and familiarity of each family's unique dynamics.

Our practice is unique as Steve has been with Waddell & Reed since 1981. Sophia began working with Steve formally in 2007. She is Steve's daughter, and has been immersed in the financial planning culture her entire life. Patti joined our practice in February 2015 after she and her husband decided to settle and build their family here in Colorado. Allison joined Intrinsic Financial Design Group in March 2018, initially to help while Patti was on maternity leave, but has chosen to stay on full-time. Sharon joined the office in December of 2019 to help fill the need of our growing practice. 

In 2018 we chose to use the marketing name Intrinsic Financial Design Group, to provide the practice with continuity in marketing as time passes and leadership roles evolve. Every person associated with Intrinsic Financial Design Group is carefully selected so that their values match the values associated with our practice rooted in collaboration. 

From left to right:

From left to right:

Sophia White, Allison Rocha, Steve Waechter, Patti Dimmer, Sharon Gabriel

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Services we offer

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. We are able to provide many products and services to help implement a comprehensive financial plan including:

Client Centered
  • Financial Planning
  • Investments
  • Retirement Strategies
  • Small Business Retirement Planning
  • Self-Employed Retirement Planning
  • Estate Planning
  • Life Insurance
  • Long Term Care Insurance
  • Disability Insurance
  • Health Insurance
  • Annuities
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I would like an appointment

Please schedule with one of our Advisors using the buttons below or call (970) 353-8800. 

Contact us

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

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About Waddell & Reed

Learn more about our Broker Dealer, Waddell & Reed

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Community Involvement

Supporting and being involved in our community and the communities of our clients is something in which we take pride.

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Financial Planning

We create strategies that are tailored to your needs and goals.

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Planning for your Business

In additional to personal and household financial planning, we also offer planning services for your business.

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Our Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Allison & Sharon act as a non-registered associated persons of Waddell & Reed, Inc. They are authorized to assist Advisors with Waddell & Reed with approved activities. They are prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisors they support. In addition, they are not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm. 04/20