The people who work at Sorensen Financial Management not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and put you at ease.

Patricia Sorensen

Patricia Sorensen is the owner of Sorensen Financial Management, where she designs and monitors portfolios and helps clients to meet their financial goals.

Patricia began her investment career in 1980 with the regional brokerage firm Boettcher and Company as a stock and bond broker, where her duties included the formulation of comprehensive financial plans for clients. During the early 1980s, Boettcher and Hanifen Imhoff were the premier municipal bond houses for Colorado and the West. Patricia left Boettcher and joined Hanifen Imhoff, where she specialized in the creation of municipal bond portfolios for her clients.

Patricia graduated from St. Mary’s College with a Bachelor’s Degree in Political Science. Patricia’s studies did not end there, however, and soon she received a Master’s Degree in Philosophy and Economics from the University of Notre Dame. A second Master’s Degree in Behavioral Psychology from Western Michigan University followed.

In addition, Patricia has a FINRA Series 7 and Series 63 securities registrations. Patricia also holds licenses in several states for life, health, and variable annuity contracts and is a Registered Investment Adviser with the State of Colorado.

Patricia has always had a deep fondness for the outdoors, and when not at the office you will find her enjoying many outdoor activities, including whitewater rafting, mountain biking, hiking, skiing, and horseback riding, to name just a few.

Stacey Morton

Stacey Morton joined Sorensen Financial Management in December 2006 and provides invaluable assistance to clients as our office manager.

Before she came to work for us, Stacey was a financial consultant at Charles Schwab. She began her career at Schwab in 1995 as an administrative assistant in Oakland, California. After a few years, Stacey and her family moved to Coventry, Connecticut, where she continued to work for Schwab as a financial consultant. In 2006, Stacey and her family decided it was time to return to Colorado, where she was raised.

Stacey currently holds FINRA Series 7, Series 63, and Series 65 securities registrations.