Connie brings over 20 years’ experience in office management, procedures, and practices to our team. Prior to joining Core Wealth Management as Client Services Associate in 2015, Connie worked in a similar capacity with other LPL Financial Representatives in the Denver area. At Core Wealth, Connie serves as the first point of contact with clients and manages all administrative and service functions. Connie especially enjoys providing excellent customer service for our clients and working with them to determine their needs.
Connie has been married to her husband Ed for over 40 years. They have two daughters and sons-in-law, Jaclyn and Kevin and Carly and Will. She also has two young granddaughters, one from each daughter, and both daughters are currently expecting baby boys. She very much enjoys being a grandparent and feels very fortunate that everyone lives in the area.
Connie is an avid reader and is in a book club. She also enjoys cooking, crocheting, sewing projects, and spending time with family and friends.