About

"Everything I’ve ever done in my life prepared me for this path. From waiting tables, to earning my engineering degree, from owning my own business, to discovering and teaching yoga – every experience, every trial, every triumph created an understanding and a perspective that I use today. I strive to improve others' lives. I want to empower people to make better choices in their lives. Watching someone gain confidence in their decision making and their understandings of their financial world is the best. Knowing that I played a part in their process is humbling."

Because of his own business owner experience, Neill earned his CExP™ (Certified Exit Planner) designation to help fill the need that many business owners have – that they’ve spent so much time building their business, they haven’t spent the time preparing the business (or themselves) for an inevitable transition. Everyone’s situation is unique which is why we work side by side with you to bring together all the pieces of your financial life. We take a proactive approach in helping develop a step-by-step plan to address your financial goals and objectives, using some of the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Born and raised in Detroit, Neill grew up with blue collar roots that he's proud of -- work ethic, not afraid to get dirty, and always pushing himself to learn more and more about life. Family is clearly important to Neill. Raising two very different and very curious boys is a full time job filled by Neill and his wife, Stacie. The family loves being outside -- biking, snowboarding, playing, going to festivals and concerts, or just enjoying a well made drink on an outdoor patio.

"Learning, exploring different ideas and concepts, and helping others are driving forces in my life. Starting in the financial world as a young mother and now, 30+ years later, I realize that being part of team who changes lives through their process and their presence is a powerful motivator to get up every day.

I joined Karen over 29 years ago not knowing how great this journey would be and never imagining that I would witness the difference planning can make in someone’s life. I am humbled and blessed to be a part of such a fantastic group of individuals who challenge me to be better in every way."

Melissa’s experience in working with different advisors over the years has honed her communication skills and her understanding of the products, processes, and the #strategies utilized every day. She holds a Colorado Life & Health license and is well versed in all things client. She oversees the operations of our offices while still attending to client needs and questions. Everyone’s situation is unique which is why we work side by side with you to bring together all the pieces of your financial life. We take a proactive approach in helping develop a step-by-step plan to address your financial goals and objectives, using some of the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Melissa and her husband, John, are empty-nesters enjoying this sweet time in their lives. With a camper attached to the truck and two black dogs along for the ride, you can find them out seeing the beauty and history of our country. Want to hear about camping in Colorado? Reach out and she'll share her knowledge!

“Having been in the financial services industry earlier in my career, I realized then how much I enjoy helping people achieve their financial goals. This opportunity at Strategic Wealth Partners came about and I couldn't pass it up.

It's wonderful working with such a friendly and professional team who are extremely dedicated to their clients and their needs.”

For over 12 years, Kim worked in property management, thoroughly enjoying the need to coordinate and oversee a multifaceted position. She holds a Colorado Life & Health license.

Everyone’s situation is unique which is why we work side by side with you to bring together all the pieces of your financial life. We take a proactive approach in helping develop a step-by-step plan to address your financial goals and objectives, using some of the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

In her spare time, she is a mom to 4 grown sons. She loves being at the beach or pool, decorating, gardening and most especially being with her rescue dog, Daisy. Kim enjoys exploring Colorado and going wherever the adventure takes her.