Mount Sopris, pronounced “so-priss”, is a beautiful, dual-peaked mountain outside of the small town of Carbondale, Colorado. It is a reminder to look up from time to time, to enjoy the beauty of your surroundings and to consider the bigger picture. On a personal note, it is being thankful for where we came from, while keeping an eye on where we are going. It is a reminder of family and those who work tirelessly to do the best they can for their loved ones.

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About Sopris

Sopris Wealth is a female owned and operated, independent financial services firm. We are based in Fort Collins, Colorado and offer comprehensive financial planning services. We use our signature financial planning process to provide individualized attention, combined with access to guidance, as we partner with you in your financial journey. We counsel our clients on areas like retirement, tax-advantaged investments and wealth transfer strategies. We also provide financial planning, income strategies, estate and inheritance planning, and many other services. Our advisors have extensive experience managing different asset types, including stocks, bonds, ETFs, mutual funds, and real estate.

Our mission at Sopris Wealth is financial empowerment through personalized planning and education.  Our core values are Integrity, Empowerment, Balance and Stability. The company’s Partners are Kristina Paz, CIMA® and Jessica Beck, CFP®. Kristen Lynn is our Practice Director.

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Our Team

Kristina Paz, CIMA®  Kristina Paz is the Managing Partner and Portfolio Manager at Sopris Wealth Advisors, a female-owned firm in Fort Collins, Colorado, dedicated to helping those who help others. a Certified Investment Management Analyst, CIMA®. She works closely healthcare professionals, university employees, and public safety workers-people who dedicate their lives to serving others but often don’t have the time to focus on their own financial well-being.

Kristina believes financial planning should be empowering, not overwhelming. She guides her clients through life’s transitions-marriage, children, college planning, career changes, divorce, retirement, and loss-by providing education, clarity, and a personalized approach. Her goal is to help clients take control of their financial future with confidence and peace of mind.

With a degree in Economics from Mount Holyoke College, Kristina’s career in financial services began with an internship in 2005, followed by experience working with high-networth clients in Chicago. In 2010, she moved to Colorado and built her own practice before joining Cambridge Investment Research, Inc. in 2017.

Kristina lives in Colorado with her husband, Anthony, and their Doberman, Pavito. When she’s not helping clients, she enjoys traveling, particularly road trips with Anthony, cooking, trying bucket list restaurants, rock climbing, paddleboarding, and hiking.

Jessica Beck is a Partner at Sopris Wealth Advisors in Fort Collins. She is CERTIFIED FINANCIAL PLANNER™ (CFP®) and has been helping her clients gain financial clarity and confidence for eighteen years. She is passionate about financial education and empowering her clients to make smart, informed decisions. Her goal is to be a long-term partner in their success, not with just managing money, but helping them live the life they have worked hard to build.

Her clients are often busy professionals seeking to streamline their finances or navigating significant life transitions such as retirement, business sales, or inheritance planning. Many want their investments to align with their values and goals but aren’t sure how to create a cohesive strategy to move their finances forward. Through Sopris Wealth’s comprehensive planning and investing process, she helps her clients gain knowledge, security, and excitement for their future.

Jessica grew up on a family ranch in Carbondale, Colorado and currently lives in Denver with her husband, Micah, 2.5 year old daughter, Lila, and their dog, Sadie. She enjoys hiking, snowboarding, gardening, local restaurants, and catching up with friends. Jessica loves travel (even airports!) and once completed a trip around the world.

Kristen Blake is the Practice Director at Sopris Wealth, where she is dedicated to delivering a seamless client experience. She oversees client service, documentation, and data operations, always with a focus on building strong relationships and ensuring that each client feels supported as they work toward their financial goals.

Her career began in banking in 2016, and in 2018, she joined Cambridge Investment Research, where she further developed her expertise in financial services. Kristen became part of the Sopris Wealth team in March 2021 and has since played an integral role in guiding clients through the firm’s curated financial planning process.

Originally from Wyoming, Kristen now lives in Fort Collins with her husband, Sam, and their cat, Kailena. Together, Kristen and Sam share a love of travel and have made it a goal to visit a new country each year, so far exploring seven countries together. Outside of traveling, Kristen enjoys experimenting with new recipes in the kitchen, and is always looking for new experiences that inspire both her personal and professional growth.

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Operations and Compliance Team

Janelle Lind, Stacey Heaton, and Paige Gleason

Behind the scenes at Sopris Wealth, we are proud to partner with Preferred Partners’ Operations and Compliance Team to ensure we can always provide you with the best possible service. With their decades of industry expertise, they meticulously handle everything from navigating complex regulatory standards to overseeing our daily paperwork and communications. Their oversight ensures that every detail meets the highest standards of integrity and care. This quiet diligence allows us to devote our full attention to what matters most: guiding you with clarity, transparency, and a personalized approach that fits your life.

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Working with a Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst® (CIMA®)

At Sopris Wealth Advisors, our advisors hold both the Certified Financial Planner™ (CFP®) and Certified Investment Management Analyst® (CIMA®) designations, two highly respected credentials that reflect expertise in both comprehensive financial planning and sophisticated investment management. These advanced certifications demonstrate our commitment to helping you navigate all aspects of your financial life with clarity, confidence, and care. Learn more about what these credentials mean and why they matter.

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Contact

Check the background of investment professionals on FINRA’s BrokerCheck.

Cambridge Investment Research, Inc. Form CRS

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Sopris Wealth are not affiliated. Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered, licensed or exempt from registration and not all of the securities, products and services mentioned are available in every state or jurisdiction.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, we make no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.