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Making the complexities of managing financial success simple
With ease but impact, Katherine Berke and Amanda Phillips-DeSaverio of Sunflower Bank care for their clients
ColoradoBiz Staff //August 30, 2017//
Making the complexities of managing financial success simple
With ease but impact, Katherine Berke and Amanda Phillips-DeSaverio of Sunflower Bank care for their clients
ColoradoBiz Staff //August 30, 2017//
SUNFLOWER BANK
KATHERINE BERKE | CFP – Senior Vice President | Wealth Management Advisor
AMANDA PHILLIPS-DESAVERIO | CFP – Vice President | Wealth Management Advisor
720.697.7784
Katherine Berke and Amanda Phillips-DeSaverio make the complexities of managing financial success simple, yet impactful for clients.
"Individuals are trained to focus solely on investment results and past performance," commented Berke. "Building wealth is not just about investing, we provide advice to solve real problems people have in their lives," added Phillips-DeSaverio.
Their consultative approach focuses on the things you can control to provide greater long-term outcomes. Sunflower Wealth Management integrates that philosophy with proven investment principles, conflict-free options and cost effective solutions with an emphasis on managing risk and tax consequences. Ultimately, the duo is committed to reshaping the way clients think about their wealth.
