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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: |
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an intimate relationship with you, based on an in-depth
knowledge of your values and specific goals, |
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an investment philosophy grounded
in the academics, |
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and
a commitment to your ongoing financial education. |
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an ethical foundation of strong
business, personal, and spiritual principles, |
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| We are passionate about
having a powerful impact in your life. What you want to know
about us is: |
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We put your interests first. |
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We are fiduciaries. As an RIA (Registered Investment Advisor)
we are charged with an elevated duty of care, prudence, and
diligence. |
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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.
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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. |
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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. |
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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. |
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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.
CFP ,
CERTIFIED FINANCIAL PLANNER and 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
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