As a Partner, Tori oversees all day-to-day operations at Coordinated Financial Services. In her role, Tori manages staffing, is responsible for client relations and ensures that the firm's vision is being addressed. Tori has been with CFS for over 19 years and has developed great relationships with our clients allowing her to customize services based on their individual needs.
A native of Utah, Tori attended the University of Utah where she obtained a Bachelor's of Science degree. She moved to Colorado to attend the University of Colorado at Denver where she earned her MBA in 2004. She is a member of the Financial Planning Association.
In her free time, Tori enjoys cheering on her daughter's soccer team, taking advantage of Colorado's great outdoor activities and spending time with the most important men in her life: her son, Austin and husband, Scott.
- Series 7*
*Held through LPL Financial