Trish Fleckenstein

While studying for her MBA, Tricia was called to a career in financial planning as a way to make a positive difference in people’s lives.

Knowing that financial planning is a subject many do not learn about, she takes care to educate her clients in addition to advising them. The personal, professional, and financial growth of her clients is always Tricia’s aim and she enjoys working with those who are family-oriented, career-driven, and motivated to learn. Tricia grew up in Wisconsin where she learned to love adventure and the outdoors. She attended Alverno College in Milwaukee before moving to Colorado in 2013. Tricia has completed her CERTIFIED FINANCIAL PLANNER® certification and holds FINRA series 7, 6, and series 63 licenses. She also has a Life & Health insurance license and a Long-Term Care insurance license. She’s always engaged in continuing education to grow her expertise and to provide holistic planning for her clients. She is happily married to her husband, Andy, and they have a little boy named Levitt. In their free time, her family enjoys spending time in the mountains, water skiing and staying active through sports.