Navigating retirement and investments can feel overwhelming, but you don’t have to do it alone. I’m Pat Frederiksen, and I’ve been serving clients in the financial industry right here in Colorado for over 20 years.

When you work with me, you’re not going to talk to a call center rep who doesn’t know you or your situation. You’ll talk directly to me, whether on the phone, sitting down together at my office in Denver, or getting together in your mountain community. I believe financial planning works best when we build a real relationship. I want to know your plans and hopes, have conversations where I get to explain your options in plain language, and make sure you feel confident and informed about every decision.

As a fiduciary, I’m required to always put your interests first, and I wouldn’t have it any other way. My background as a mortgage broker and an independent insurance agent, including years spent helping Coloradans navigate Medicare, has given me a deep understanding of the financial and health decisions people face as they head into retirement. I’ll bring that same hands-on, methodical approach to building your retirement plan today, with the goal of a comfortable income you can count on for years to come.

Colorado has been my home for decades. Outside of work, I love international travel and spending time with my husband and extended family. If you’re ready for some clarity around your finances, I’d love the chance to talk through it with you.