Sopris Wealth is a female owned and operated, independent financial services firm. We offer comprehensive financial planning services in which we counsel our clients on areas like retirement, tax-advantaged investments and wealth transfer strategies. Sopris Wealth advisors also provide financial planning, income strategies, estate and inheritance planning, and many other services. Our advisors have extensive experience managing different asset types, including stocks, bonds, real estate and alternative investments.Our mission at Sopris Wealth is financial empowerment through personalized planning and education. Learn more at: www.sopriswealth.com & www.jbeckfp.comRegistered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA & SIPC , Advisory service through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sopris Wealth are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Responsibilities included taking care of high net worth client needs including investment management, trust and estate planning, succession planning, insurance, lending and banking.  I coordinated with the efforts of a team of experts at Bank of the West to streamline these strategies. Previous titles included Sr. Private Client Advisor, VP.

Senior Financial Advisor representing Ent Wealth Management

Ent Credit Union's Investment Services was contracted with Partner Colorado Credit Union to provide financial services to Partner Colorado's members within their branch network.