6455 South Yosemite Street
“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 27 years ago not knowing how great this journey would be and never imagining that I would witness the difference financial 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.
Neill and Karen joined forces in 2013 and Strategic Wealth Partners was born.
Our dedicated #team approach to financial coaching is an effective methodology for clients with a variety of needs and situations. We are with our clients while navigating through their life events and the world of financial services. Our tailor-made strategies, cultivated from several perspectives with diverse backgrounds, education, and experience has near and long-term benefits for our clients.
We are very proud in knowing that we help people pursue the type of financial future they dream about.
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!