Skip to content

Schedule a Complimentary Consultation

A complimentary 30 minute consultation is available for prospective clients. This will give you an opportunity to learn more about our process, allows me to get an idea of how to best support you, and allows both of us to discuss the potential of working together.

Current clients can use the scheduling links at any time to set up a meeting.

We look forward to speaking with you soon!

Call, Text

(970) 818-8003 Sopris Wealth Office Line, M-F 9 am to 5 pm MST

(970) 663-6834 Cell Phone & Text Messaging

Location: Anywhere

Denver and Surrounding Area: Monday, Tuesday, & Thursday

Fort Collins Office: Wednesday

Office Address: 231 S. Howes St.
Fort Collins, CO 80521

Virtual Appointments: Monday though Thursday