WellthPartner offers a unique combination of traditional wealth management and wellness services.
Clients can choose to engage with either service, or both.
The logo above is a brand you will see throughout our offerings.
Each color represents a different arena of wellbeing. These swirl together because that's how it is with life.
Our goal is that you find peace within those circumstances - and ultimately, regardless of them.
Your 'Wellth' is a complex blend of the different arenas of your wellbeing.
Utilizing our proven process, we partner with you to identify and explore these arenas
so you so you can live out your highest version of self and legacy authentically and at peace.
Steve manages the financial planning and investment management dimension of clients' Wellth.
His commitment to the well-being of others is evident in how he has lived his life: a devoted family man; a tremendous friend to others; a full career of service in the Army. Steve has a playful zest for life which is engaging to all who meet him.
Steve is a committed student and specialist of the mathematics employed for financial planning, portfolio construction modeling and modern portfolio theory. He has two Masters Degrees in Applied Mathematics, most recently from the Naval Postgraduate School, and he has completed additional post-graduate work at Cornell University. Additionally, he has earned the highest credential in the field of data analytics: Certified Analytics Professional (CAP).
Steve has considerable experience as a personal financial advisor. Notably and most recently, he worked as an advisor with AMG National Trust, a Denver based wealth management firm which works exclusively with high-net-worth individuals. He thrived at AMG and was asked to lead the financial counseling division of the Boulder, CO office. We are thrilled he has chosen to put his robust skill set in service to WellthPartner clients.
Steve lives in Colorado Springs, CO. He has been married to his wife, Heather, for over twenty years and is the father of four children. When Steve isn’t working on brain-buster math and financial planning problems, one can find him in service at his church, gardening his large home-garden, enjoying long-distance runs, or playing in the wilderness.
Jenny manages the WellthPartner wellness offerings.
Jenny has a delightful personality and a huge heart for others. Her nickname is Sunshine... and that really says it all! Jenny cares deeply about helping others thrive in the arenas of health overall wellbeing. Her considerable skill is recognized and employed internationally.
She also has an impressive pedigree: A Master's Degree in Physical Therapy from the University of Colorado; National Board-Certified Health & Wellness Coach; Functional Medicine Certified Health Coach; Professional Certified Life Coach, Certificate in Functional Nutrition, and Certificate in Bredesen ReCODE Coaching (Brain Health and Reversal of Cognitive Decline).
When Jenny is not speaking to large audiences of doctors or coaching with individuals about their health and wellness, she is pouring considerable energy into managing her home with her two teenage children and husband, Patrick. Jenny thrives on being outside, cooking, quiet time, hiking, and yoga. She lives in Woodland Park, CO.
Patrick is the founder of WellthPartner and co-founder of the WellthCollaborative. In addition to promoting an evolution in traditional wealth management, Patrick maintains an active practice working directly with clients helping them frame
and live into their unique paradigm of Wellth.
Patrick’s life has moved in diverse channels which have flowed into a powerful confluence with WellthPartner: professional river and mountain guide; seminarian; organic farmer; professional life coach; author. His primary professional emphasis has been as a personal, fiduciary financial counselor - now with over twenty-five years of experience and the highest professional credentials.
His desire throughout his successful career has been that clients thrive and find peace in their lives. Patrick realized early on that the financial services profession almost exclusively addresses the tactical aspects of financial planning, leaving many important aspects of clients' wellbeing unattended. So, Patrick’s career is defined by honoring and addressing the importance of both.
In addition to his considerable tenure as a Certified Financial Planner, Patrick is a Certified Professional Life Coach formally trained by the ICF-accredited Human Potential Institute and the Flow Research Collective . He is also the founder and President of Synthesis Life Insurance, author of the novel One . Conscious . Breath, and is the lead-facilitator with PeaceTrain Guides.
Patrick lives in Woodland Park, CO. He has been married to the love of his life, Jenny, for over twenty years. They have two delightful teenage children: Luke and Lauren. In his free time, Patrick can usually be found reading about a diverse array of topics or interacting with nature via a wide range of mediums.