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Who We Are

With the discipline and skill of a talented dance team, we lead you gracefully and easily through the movements of your financial life. Our uniqueness lies in building trust through:

Bullet an intimate relationship with you, based on an in-depth knowledge of your values and specific goals,
Bullet an investment philosophy grounded in the academics,
Bullet and a commitment to your ongoing financial education.
Bullet an ethical foundation of strong business, personal, and spiritual principles,
Dance Lesson
We are passionate about having a powerful impact in your life. What you want to know about us is:
Bullet We put your interests first.
Bullet We are fiduciaries. As an RIA (Registered Investment Advisor) we are charged with an elevated duty of care, prudence, and diligence.
Bullet We are experienced. With over 30 years as an independent financial advisor, Kathleen Lenover and her team enjoy a solid reputation throughout the financial industry.

Kathleen Lenover, CFP®, MEd
President and Owner:

When you work with Kathleen, you get more than just sound financial planning advice. You get a long-term relationship you can trust for unbiased guidance.

You will appreciate the thorough financial education you receive.  Besides a Masters in Education and 13 years teaching experience, Kathleen is also a Certified Financial Planner (CFP) Practitioner.

Kathleen’s other passion has been her lifelong experience of courting the Presence. Being grounded in a global view of religions through rigorous training with the Jesuits, she was drawn to the practical side of spirituality. Shortly after attending Mile Hi Church, she began classes, eventually becoming part of the ecclesiastical team as an active, licensed Practitioner. She is now pursuing a Master's degree in Consciousness Studies through the ministerial program.

As a nationally known financial educator, Kathleen has been featured on ABC Home Show, CBS Morning Show, National Public Radio, made numerous appearances on Channel Nine News, and writes a monthly column for Science of Mind Magazine.

Like you, Kathleen strives for a balanced life. She is inspired and motivated by her ballroom dancing and appreciation for all of the arts. When it comes to the dance of your finances, the right partner makes all the difference.

Kathleen

Virginia West (Ginny)
Client Services Manager

Ginny West has worked in the Financial Industry for many years. Her goal is to use her experience to efficiently and happily facilitate all aspects of client service. She is committed to providing high quality solutions and timely assistance for your experience at Kathleen Lenover, Inc.

She is active in community organizations and is a member of Colorado Masters Swimming, Jefferson Unitarian Church, Center for Native Ecosystems and The Bike Depot.
Ginny

Donna Prouty
Administration and Office Manager

Donna has been involved in all aspects of running businesses for over 25 years.

She has a strong background in graphic and web design which has come in handy with the many "projects" that support our family of clients.

Donna keeps the day-to-day mechanics of the practice running smoothly. Beyond that, she enjoys time with family, friends and the outdoor wonders available to those living in Colorado.

Donna

Christine Rosa
Bookkeeping

A true entrepreneur, Christine Rosa knows the importance of accuracy in the effect bookkeeping has on businesses of all sizes. With great precision and integrity she performs this important task at Kathleen Lenover, Inc.

Personally, her gifts are many.  In the early 70's she was one of three women at the Culinary Institute of America in Hyde Park, NY.  Her entrepreneur experiences include a bakery in Central City, a catering business in Ashland, Oregon and a shoe design/making business in Boulder. Self-sufficiency is of utmost importance to her.

Christine

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell
any security or instrument or to participate in any particular trading strategy.
Kathleen Lenover, Inc. is a Registered Investment Adviser. Investment Adviser Representatives of Kathleen Lenover, Inc. may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securities offered through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. Kathleen Lenover, Inc. and NPC are separate and unrelated companies.
CFPRegistered Trademark, CERTIFIED FINANCIAL PLANNERTrademark and CFP Logo are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Kathleen Lenover, Inc. all rights reserved, copyright 2011