Penny Dokken, CFP®SENIOR WEALTH MANAGER
Penny joins us as a seasoned CERTIFIED FINANCIAL PLANNER™ (CFP®), bringing to her role as Senior Wealth Manager 15 years of comprehensive experience in the financial services industry building both client portfolios and financial plans. Penny starts by conducting a detailed investment analysis to develop her client’s portfolio with varied types of investments across multiple asset classes and insurance products to create comprehensive financial plans for clients to ensure they will meet their financial and life goal. She consistently displays a deep commitment to client relationships built on trust.
Penny graduated from Minot State University in North Dakota with a major in Business Education. She earned her CERTIFIED FINANCIAL PLANNERTM certification from the College of Financial Planning. Although originally from the wilds of North Dakota, she now lives in beautiful Colorado Springs, CO and has been involved in the community since moving there in 1997.