Our Associates

Sophia has been involved in the financial services industry since 2007. Sophia's primary objective is to identify a person's intrinsic motivation and use that to build a collaborative comprehensive financial plan.

Stephen has proudly been with Waddell & Reed since 1981 and 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...

Patti is originally from Nebraska and joined our team in February of 2016, after working in higher education for a number of years. In July of 2015 she married her husband, Aaron, and they are welcomed their first child in May of 2018. 

Allison is a Greeley native and joined our team in March of 2018. She is a graphic designer by trade and created the Intrinsic Financial Design Group logo with Sophia before joining the team. Allison is a professional pyrotechnician...