Kelly L. Collins, MBA

Wealth Advisor

For the past 7 years, Kelly has been partnering with clients to give them the knowledge, products, resources and reassurance to feel confident in their plan.  She is passionate about helping individuals and businesses reach their financial goals and objectives through education, analysis, planning and implementation.  She believes that every situation deserves “white glove” treatment whether you are just starting on your path, recognizing a pivot in your strategy, or positioning yourself to realize the dreams you have set during your working years.   

 

Your life is unique, and your plan should reflect that.  When Kelly meets with you, the discussion will feel collaborative and lead to strategies that are best suited for your life.    Any changes or implementations should be in your best interest and updated as life shifts.  Her practice is dedicated to ongoing involvement to ensure that your needs are met now and in the future. 

 

Kelly is a ‘near’ native of Colorado, a graduate of the University of Denver (BA) and Colorado State University (MBA).   She is the proud parent of a 16-year old son and lives in west metro Denver where she enjoys hiking, yoga, and teaches Zumba. 

 

Kelly’s professional designations include FINRA Series 7, 66 licenses as well as Colorado Life Insurance.  She is also certified in Long Term Care and provides ongoing education in the community with presentations related to financial well-being concepts.  She also serves as a board member for the Women’s Estate Planning Council and Business Honoring Spirituality. 

 

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