PROVIDING FINANCIAL SERVICES IN NORTHERN COLORADO & BEYOND
The family-owned team at Windsor Wealth Management is committed to making a positive difference in the lives of our clients by providing straight forward financial advice and education that is in their best interest.
It is Kerri’s belief that everyone’s economic and life environments are unique. Personalized service is essential when matching clients with the appropriate financial products and services. In order to do this Kerri’s best qualities are her ability to connect with her clients in a way that develops beneficial relationships built on trust and her passion for making positive change in people’s lives. In addition to working with clients in the financial sector, she also works with clients on life insurance, Long-Term Care Insurance, educational funding, asset gathering, and wealth building. She will assist you and your family in investing, managing and preserving your wealth.
In order to create this personalized service Kerri loves listening to people’s stories. What events have transpired in their lives? How have these events affected them and made them the person that they are today? How did they come to be where they are in life? This helps develop an understanding of their goals and where they see themselves in the future. The outcome of these conversations become the basis by which they, along with Kerri’s guidance, start building their personalized financial plan. That plan could include helping their children, assisting their parents, or living out their dreams.
Kerri looks forward to having the opportunity to connect with you and helping to build your personalized financial plan.
Membership Level: Business/Nonprofit
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