FINANCIAL ADVISOR

241 South Elm Ave Unit 2, Eaton, CO 80615

As a financial advisor serving multiple generations of families over the last 18 years, you can rely on me to listen and truly, deeply understand what is most important to you. I will work my hardest to bring your life's purpose and passions to fruition with support of a solid financial strategy.

Creating a productive financial strategy can be a streamlined process. I will keep you informed and involved by sharing advice based on years of financial experience and knowledge. I hold high standards and have extensive financial training that benefits all my clients. As a CERTIFIED FINANCIAL PLANNER™, or CFP®, professional, a Chartered Financial Consultant® and a Retirement Income Certified Professional®, I have completed in depth coursework and passed extensive examinations to earn these prestigious certifications.

In 2024, I was honored to be named to the Forbes Top Best-in-State Wealth Advisors for Colorado as #35 as well as to the Forbes Top Women Wealth Advisors Best-in-State for Colorado-State as #22. My commitment to both success and relationship building has led to qualifying for one of our firm's most prestigious conferences year over year, Financial Advisors Leader's Conference.

Highly competitive by nature, I believe in drive, dedication and the power of relationships. I graduated magna cum laude from the University of Pittsburgh with a BSBA in finance and competed in Division I women’s soccer, where athleticism and team building were paramount.

A Northern Colorado native and longtime Eaton resident, I am a member of the Eaton Area Chamber of Commerce and a sponsor of Eaton Community Days. I proudly support the Eaton Boosters Program, Eaton High School Athletics and Weld County 4-H. I am honored to be an annual gold sponsor of Wreaths Across America. My husband, Jay, and I live in Eaton with our sons, Gus and Hank. Our family has farmed for 89 years in Weld County.

Source: Forbes Best-in-State published April 2024, data as of September 2023 and Forbes Top Women Wealth Advisors Best-in-State published February 2024, data as of June 2023. All research completed by SHOOK Research LLC. The ratings are not based on quality of investment advice, investment performance or client feedback. Compensation provided for using, not obtaining, the ratings.

FINANCIAL ADVISOR

100 S Cherry Ave Bldg 2 Unit B, Eaton, CO 80615

 What is most important to you? Since 2016 I have been a financial advisor with Edward Jones helping my clients answer this very question, while creating a tailored financial strategy to help make their vision become a reality.

Hard work and dedication to my craft allowed me to earn an opportunity to play Division II football while earning my MBA at Chadron State College. I bring the same level of dedication and hard work to my financial practice and pride myself on my commitment and passion to my client's vision and goals.

I strive to help my clients make their vision... 

Serving Weld County and Colorado since 1965. We work for you. Call, email, or stop by today and let us help you!

213 1st Street

Eaton, CO 80615

 (970) 454-0686

Casey@crossroadsinsurance.com

Not all insurance agents are the same! Choosing the right one can make a big difference in price, service, and value. With other agencies, you get one company that sells one brand of insurance. With an independent insurance agency like Crossroads you get several choices and options. Why? We represent a number of different insurance companies, and can compare coverage and prices to find the best possible value for your individual circumstances. We are members of the Weld County community and we’re committed to doing business face-to-face and being your advocate in times of need.

1. We are here serving the needs of Northern Colorado and surrounding areas.
2. We work for you when you have a claim.
3. We are not tied to one company. This means you don’t have to change agencies as your insurance and service needs change.
4. We are your consultants, working with you as you determine your needs.
5. We are value-hunters who look after your pocketbook in finding the best combination of price, coverage, and service.
6. We offer one-stop shopping for a full range of products, including home, auto, commercial, agri-business, and workers compensation insurance plans.
7. We can periodically review your coverage to keep up with your changing insurance needs.
8. We are committed to customer satisfaction—it’s the key to our livelihood.
9. We treat you like a person not a number.
10. We are licensed professionals with strong customer and community ties.