Vice President | Relationship Manager |Wealth Planning | Northern Colorado
As Vice President, Relationship Manager for our Northern Colorado office, Denai is responsible for the management of client relationships particularly in the area of wealth and investment management services. This includes helping clients implement on their cash-flow planning, retirement planning, and investment management needs She values the importance of good client service and has had a long-term relationship with many of our clients over the years. Denai utilizes her skills to help clients achieve their financial goals.
Denai has more than 30 years of experience in financial services. She earned her Certified Retirement Coach (CRC) designation in 2012. She received her Certified Financial Planner (CFP) designation in 1993. Denai graduated from the University of Northern Colorado with a degree in Finance.
Getting to Know Denai
What do you like most about your job?
I love working with our clients. We usually have a long-term relationship with our clients. It is fun and so meaningful to work with them in their different stages of life from just starting to work, married, kids, saving money for their different longer term goals, retirement even helping them through their loss of loved ones.
Do you have any accolades you’d like to share?
Professionally, it’s receiving the emails, calls, and comments from our clients about the difference we have made in their lives.
Personally, it’s running 12 marathons, including 2 international, with my family members.
What is your idea of perfect happiness?
Being content with my life. And spending time with family.
Credentials
- Bachelor of Arts in Finance from the University of Northern Colorado
- Certified Financial Planner (CFP®)
Involvement
- Board Member of the Friends of the Loveland Public Library
- Volunteer for Pathways Hospice
- Volunteer for the Foundations Church in Loveland