Denise joined Waddell & Reed as a Financial Advisor in 1996. In July of 2021, she transferred to RMW Financial and LPL. She welcomes the opportunity to assist individuals, families and businesses with financial planning, wealth management, as well as retirement, tax and estate planning. She takes great interest in building long term relationships with her clients and their families. Denise finds satisfaction and pride in helping clients reach their personal and financial goals.
She earned the Chartered Mutual Fund Designation from the College of Financial Planning in January 2000. Denise graduated with an M.B.A. from the University of Colorado after earning Bachelor of Science degrees in Environmental Chemistry and Environmental Biology from Southampton College - Long Island University. Denise worked as a chemist for several years prior to deciding to turn her hobby of financial planning into a career.
Denise is a long-time resident of the Pikes Peak region, and has been actively involved in her community. She and her family are passionate Ambassadors for Unbound Organization, a non-profit group that lifts marginalized people out of poverty. She and her family sponsor four families and have built three homes in Guatemala and are looking forward to building a fourth.
Her hobbies include cooking, gardening, crafts, the outdoors and traveling. She has bicycled cross country from Albuquerque, New Mexico to Jasper, Canada along the Rocky Mountains thus igniting her desire to relocate to Colorado. Some of her favorite adventures include Mt. Kenya, Mt. Kilimanjaro, East African photo safari, Indian Himalayas, Mt. Washington and hut to hut cycling in Colorado and Utah.