Denice joined Northstar Wealth Management in early 2024 to offer a broader array of financial guidance to her current and future clients. She started in the financial services industry in 2004 with a focus on personal risk management and retirement planning. She takes a holistic approach when assisting clients in pursuit of their financial goals and aspirations.
Enjoying the educational and coaching aspects of being an advisor, Denice earned the Chartered Planning Retirement Counselor designation in 2015 from the College for Financial Planning. She enjoys getting to know her clients and how they think and feel about money, enabling her to better understand not only what they want in their financial lives but the best path to achieve it.
Denice offers her clients retirement strategies, wealth building, wealth management, financial planning and individual insurance needs.
In addition to advising individuals, Denice also assists businesses and business owners with retirement plans for themselves and their employees.
Denice prioritizes a sense of community and volunteering her time. She enjoys many pursuits including woodworking, playing music, chess and is a lifelong learner of many subjects.
Denice is currently securities licensed in CO, NC, & OK. She is also insurance licensed in CO, NC, & OK.