Lynette Whisler, RICP

Being a financial advisor is all about connection. Throughout my more than 24-year career, I have taken great pride in building strong connections with clients focused on a high-touch, hands-on approach grounded in the spirit of partnership. I strive to educate clients and help them stay personally connected to their wealth, opportunities, and options, so they are engaged and empowered to make informed decisions. Finally, I advocate for families to connect their values to their legacy when making charitable gifts and especially when transferring wealth to future generations to align intent and purpose. As a Retirement Income Certified Professional, I work with individuals, families and multi-generational families of all ages and stages of life as an active guide to help them leverage the wealth they worked to build, so they can create the lifestyle they want for themselves and others. I believe every client is unique and am committed to customizing strategies that truly reflect their distinct goals, dreams, concerns, family dynamics and priorities. Along with nearly 25 years working in the Financial Services industry, I have a Bachelor of Science, Finance, from Regis University. I have attained the Retirement Income Certified Professional designation and have been selected for the 2023 Forbes Best-in-State Wealth Advisors, 2023, 2024, and 2025 Forbes Top Women Wealth Advisors Best-in-State. I was born and raised in Nebraska. My husband, Matt, and I made Colorado our home 24 years ago, and we currently live in Fort Collins with our two boys. We are an active family and stay busy playing golf, supporting the boys' activities, and giving back to our community.