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 33 years and they have two daughters Jaclyn and Carly, who she feels fortunate to have living in the area. Connie is an avid reader and is in a book club. She also enjoys cooking, crocheting, sewing projects, bunko and spending time with family and friends.