Patricia Parker

Wealth Advisor

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Patty provides integrated, client-centered financial planning. She helps families organize and coordinate cash flow, retirement, tax, and estate strategies to bring clarity and confidence to their financial lives.
She previously led operations for a regional wealth practice and built a career in tax and accounting for small and mid-sized businesses. She earned a B.S. in Accounting from the University of Northern Iowa and spent 12 years in public accounting.
Her approach is organized, practical, and education-focused. She translates complex issues into clear action steps and consistent follow-through, believing reliable execution improves the client experience.
She lives in Lone Tree, Colorado, with her husband and enjoys golfing, biking, hiking, gardening, traveling, and spending time with family.