A Team Committed to Your Success
Your Dedicated Partners in Financial Planning
We founded HN Wealth Partners with a shared vision of providing clear, unbiased financial advice without the burden of sales quotas or proprietary product. We chose to partner with LPL for their robust financial planning and trading technology and the ability to build customized, client-first portfolios.
Wealth Advisor
Partner
If we were sitting across your kitchen table today, I would start by understanding what matters to you. Not only financially, but on a personal level. Because a well constructed financial strategy is never just about wealth. It is about your life, your family, your future, and the legacy you intend to leave behind.
With more than a decade of experience in financial services, I partner with accomplished professionals, business owners, and retirees who want to approach their wealth with greater purpose and clarity. Many of the individuals and families I advise have spent years building something meaningful. Today, their priority is to preserve what they have created, grow it thoughtfully, and ensure it is passed on in a way that reflects their values. For business owners, this often includes planning for a successful transition or exit, with careful attention to timing, structure, and long term impact.
As a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Asset Management Specialist™, I bring a thoughtful and disciplined approach to each client relationship. Beyond credentials, my focus is on simplifying complexity, creating structure, and helping you make decisions that are aligned with what matters most to you and your family.
Whether you are nearing retirement, preparing for or navigating the sale of a business, or looking to take a more strategic approach to investing and tax efficiency, I provide guidance focused on helping you move forward with confidence.
Together, we focus on preserving wealth, managing tax exposure, and building a comprehensive strategy that supports your goals now and for generations to come.
My focus is straightforward. To help you make confident, well informed decisions, safeguard what you have built, and ensure your wealth continues to serve your family with purpose for years ahead.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Wealth Advisor
Partner
I focus on helping families and business owners turn complex finances into a straightforward plan for their lifestyle, legacy and tax situation. I believe the best plan balances smart strategy with real life. My process is centered on you. We start with a financial health assessment, identifying your strengths and opportunities. We create a plan that includes clear, actionable guidance so you feel informed, not overwhelmed. Throughout this process, I serve as your coach and motivator to help you stay on course as your goals evolve.
I started my practice in 2015 with Edward Jones and co-founded HN Wealth Partners in 2026 with the vision of cultivating long-term relationships built on transparency, education and trust. Drawing on years of guiding clients through market cycles and major life transitions, I am committed to providing clear advice and proactive communication so clients can make confident decisions about their investments. To help best serve my clients, I hold both the CERTIFIED FINANCIAL PLANNER® certification and Accredited Asset Management Specialist™ designation.
When I'm not helping clients pursue their financial goals, you can find me mountain and gravel biking, traveling with my husband, Brian, and our dog, Zeke. I am also a volunteer bird box monitor and bird nerd.
If you’d like to learn more about how I work with clients you can schedule a complementary call with me.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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Customer Relations Manager
Leah is the Customer Relations Manager at HN Wealth Partners, where she blends financial know‑how with the kind of hospitality that makes people feel instantly at ease. After leaving the service industry and stepping into finance in 2024, she never looked back — client relationships and genuine human connection are where she thrives.
She moved to Colorado in 2022 for a fresh start and to be closer to her family, a decision that’s allowed her to be deeply involved in the lives of her niece, nephew, and the rest of her family — something she considers one of the greatest joys in her life.
Outside the office, she’s either deep into a new LEGO build or taste‑testing her way through anything brewed, aged, or shaken — a pastime that pairs perfectly with her NFL obsession and unwavering loyalty to the Indianapolis Colts.
*Not registered with LPLFinancial
Office Enrichment Team
Zeke and Marlo are passionate about trail adventures, fresh mountain air, and living life to the fullest. They serve as daily reminders to find balance, embrace the journey, and enjoy the moments that matter most.