Our Associates
Sophia Lanting
Founding Partner, Wealth Advisor
970-346-9983
Sophia is passionate about helping people live their best lives through collaborative financial planning and financial education.
Stephen Waechter
Founding Partner, Practice Consultant
970-346-9983
Stephen has proudly been in the industry since 1980. He has always been an active member of his community, taking pride in helping friends and colleagues in many ways. His passion in this business lies in Charitable Gifting and...
Patricia Dimmer, CPFA
Partner, Wealth Advisor
970-346-9983
Patti excitedly joined our team in February of 2016 and has been an integral part of daily operations since. She is available to meet with both new and existing clients to review accounts and work through financial planning...
Sharon Gabriel
Office Manager
970-346-9983
Sharon joined our team in December 2019. She worked in the oil and gas industry for several years in Human Resources/Payroll. She loves to help people anyway she can. Sharon is native to Chicago. From there, she moved to Palm Springs,...
Aspen Truitt
Administrative Assistant
Samantha White
Wealth Advisor
Samantha (Sam) White is a Wealth Advisor with Intrinsic Financial Design Group as of 2022. She founded West Ridge Accounting Services in 2016 and has 15 years of tax preparation experience that give her a unique perspective when it...