Broker Check

A personal approach

We create personalized financial plans that focus on what matters most to you. Because the most important things in life aren't things.

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Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.
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Dog Bites and Homeowners Insurance

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Catherine Schwartz

Financial Advisor

(303) 626-2444

(720) 806-5799

6080 Greenwood Plaza Blvd.
Suite A
Greenwood Village, CO 80111

Contact Us

Meet the Team

Contact Us

Meet the Team

Retirement Traps to Avoid

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.
Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?
Financial Planning Services

Financial Planning Services

Business Retirement Plans

Business Retirement Plans

Individual Retirement Plans

Individual Retirement Plans

Investments

Investments

Products & Services

Advisory Programs

Advisory Programs

Insurance

Insurance

Education Saving

Education Saving

Gifting or Giving Strategies

Gifting or Giving Strategies

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Helpful content

I offer a full library of resources to help boost your financial planning knowledge.

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.
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What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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