Financial Advisor, LPL Financial
Values You Can Trust
It was at a very young age that I learned the value of hard work and perseverance. I had the unique opportunity of growing up on a family farm in eastern Colorado near Vernon that was started in 1886 by my great grandfather.
My upbringing plays an important role in my success as a Financial Professional. I am able to instill some of these very same values that I grew up with in the relationships that I have with my clients.
This sense of community is what brought my wife Heidi and me to Erie in 2012. I enjoy being a part of Erie's community and have been heavily involved with the Erie Economic Development Council, serving on the board and as a chairman. I also have been very involved with our local chamber. You will see me at many of the community events around Erie.
I want my clients to experience a sense of community when they work with me. Every client has different goals and it is important for us to get to know each other and form life-long relationships. This helps me to create a financial plan and investment strategy that is unique to you.
Reap Your Financial Rewards
Hard work and perseverance pay off. In farming, we work hard to get the ground ready to plant the crops in the fall. Then we grow and nurture those seeds until harvest the following July. There are many trials and tribulations along the way, but the reward during the harvest is so fulfilling. Investing and planning have some similar parallels.
I will work hard at creating a solid foundation and plan for you. We will plant the seeds with a solid investment strategy. Whether it be saving for your dream home, seeing your kids off to college, or achieving that point and time where you can confidently retire, we will see your goal through. Through the ups and downs, our perseverance can ultimately be rewarded with the success of your financial goal.
Your "Financial Quarterback"
My professional experience has made me a well-rounded Financial Advisor. Before starting my own business as an Independent Financial Advisor with LPL Financial, I started my career in 2002 at US Bank in financial services. While there, I worked with clients on their investing and financial planning needs. This is where I began my career in helping clients as a Financial Advisor.
In addition to investment management and financial planning, I have experience in banking, management, insurance, and business finance. I started working with LPL Financial through their bank channel at Summit Bank and Trust in 2014 before starting my own business in February of 2020.
I am married to my wonderful wife, Heidi, and we have two children, Grady and Leila. We enjoy the outdoors and spend our down time hiking, paddle boarding, camping, family trips to Aruba, and of course our time on the farm. When not at work you can also catch me at a Rockies or Broncos game as I am an avid sports fan.
Karly Robinson is a Client Services Assistant at Wingfield Wealth Management. Karly is an integral part of our team. She is excited to help our clients through her exceptional customer service. Karly also understands the value of relationships having grown up on the Western Slope in the small town of Rifle, Colorado. Karly earned her Associates Degree in 2020 and is currently finishing up her Bachelor's Degree in Business Administration at Colorado Mountain College.
Karly and her husband Morgan have two dogs. They share a passion for basketball and the outdoors. Karly loves to go hunt, travel, and spend time with her family. Karly looks forward to working with all of our clients and getting to know you!