Patricia Dimmer, CPFA
Partner, Wealth Advisor
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.
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!
Outside of the office Patti primarily enjoys spending time with her family, consisting of her husband, Aaron, and their daughter Lillian. Born in May of 2018, Lillian came into their life and has kept them busy ever since. They enjoy finding new activities that include their daughter; current favorites are exploring new parks and dancing to Baby Shark on repeat. Patti is a native of Nebraska and moved to Colorado in 2004. She enjoys the beauty of the state, particularly the trees changing colors in the fall.