Patti Dimmer prides herself on being a compassionate listener- and finds it of utmost importance to make clients feel understood. Patti strives to help people recognize their driving force- ‘Intrinsic motivation’ in life. A planner at heart, she remains focused on the big picture. Patti is a Financial/Wealth Advisor serving clients throughout the country- but is located and primarily serves those in Colorado. She has been in the industry since 2016, achieving her licenses and switching into an Advisor role in 2018.
Patti moved to Colorado at the age of 20 (we don’t need to talk about how many years ago that was) after spending most of the years prior near Omaha, NE. She quickly found her home in Colorado, with the beautiful sceneries and overall pleasant weather. In 2015, Patti married her husband, Aaron and in 2018 they welcomed their daughter Lillian. Patti and Lillian enjoy roaming the aisles of Target aka “the red store” and occasionally allow Aaron to join as well. They all can be seen frequenting local parks, the occasional hiking trail and any magical/unicorn themed festival that comes to the area.
With the introduction of the Colorado Secure Savings Program, she was driven to help business owners determine the appropriate retirement plan to offer their employees. Having a strong passion for education and empathetic listening, she has created a Financial Wellness program to be offered to Retirement Plan Participants. Her desire is that this program will help more people to understand basics of investing, finance, and what reasons they may have for selecting certain types of investments.
Patti enjoys spending time volunteering in the community and has been a CASA (Court Appointed Special Advocate) since 2022. She made the decision to become involved, after realizing that she had missed working with children and was looking through various volunteering opportunities. CASA is a program dedicated to providing support and guidance for children going through the child welfare system.
In addition to CASA, Patti has been an active supporter of the Weld Food Bank in Greeley, Colorado. As a team, Intrinsic Financial Design Group volunteers on a monthly basis- and we encourage you to join us should you feel inclined!