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My Dad’s Story

I work with people in many different ways, but one of my favorites is helping business owners retire the right way.

When my dad met my mom he told her he would be a millionaire one day.  He knew he wasn’t going to reach that goal by selling pharmaceuticals.  So, at 35 he took a big leap of faith. He left his stable salaried job with benefits to start a business selling used hubcaps to the consumer cheaper than they could buy directly through the manufacturer.

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Nelisha Firestone

Nelisha Firestone

As a mother and business owner, she knows life can get busy and is full of distractions. However, financial success doesn’t happen without some meaningful planning first. No matter your stage of life, she will help you connect with your goals and craft a roadmap to pursue financial independence Nelisha has 13 years in the financial services industry. She began her career at Edward Jones in 2004 then moved her practice to LPL in 2007 where she worked primarily out of the Coors Credit Union providing advice to their membership base. She’s married to a Colorado native and is mother to two young Daughters, Addison and Eden. They love to spend time in the great outdoors hiking, skiing, and camping to name a few.

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Ladies, Use These Tips to Give Your Financial Confidence a Boost

I recently came across an article titled, “Warren Buffet invests like a girl.”  As a female financial advisor, I wasn’t sure if that was a compliment or jab.

Reading deeper into the article- they explain women, like men bring some gender-linked qualities to investing that can actually help.  Women tend to do their research, invest calmly, and exercise patience.  These are all great attributes to sticking to a long term plan.

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Nelisha Firestone

Nelisha Firestone

As a mother and business owner, she knows life can get busy and is full of distractions. However, financial success doesn’t happen without some meaningful planning first. No matter your stage of life, she will help you connect with your goals and craft a roadmap to pursue financial independence Nelisha has 13 years in the financial services industry. She began her career at Edward Jones in 2004 then moved her practice to LPL in 2007 where she worked primarily out of the Coors Credit Union providing advice to their membership base. She’s married to a Colorado native and is mother to two young Daughters, Addison and Eden. They love to spend time in the great outdoors hiking, skiing, and camping to name a few.

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