4645 18th Street
Founding Partner, Wealth Advisor
970-353-8800 x 801
Sophia is passionate about helping people live their best lives through collaborative financial planning and financial education.
Founding Partner, Practice Consultant
970-353-8800 x 802
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...
Partner, Wealth Advisor
970-353-8800 x 803
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...
970-353-8800 x 800
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,...
Jess' biography goes here.
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...