Edwards-based wealth management firm adds two new members to the team
Aprisent Financial Group now has four advisors
Toni Axelrod/courtesy photo
Aprisent Financial Group, an independent, fee-based wealth management firm headquartered in Edwards, Colorado, has announced the expansion of its advisory team with the addition of two highly qualified financial professionals.
Founded by Tracy Tutag, CFP, CDFA, and Stuart Green, CFP, MBA, Aprisent Financial Group has steadily built a reputation for delivering comprehensive financial solutions tailored to the unique needs of individuals, families, and businesses with significant assets.
New additions to the team are:
• With a 15-year tenure in the financial services industry, Katy Lizotte brings a wealth of experience and expertise. Holding designations including CFA and licenses for Series 7, 24, and 66 with LPL Financial, Lizotte is dedicated to delivering comprehensive financial planning. Her commitment is underscored by her CFP designation, and she has been recognized on AdvisorHub’s esteemed “50 Women Advisors to Watch” list for 2023. Lizotte has consistently earned the Five Star Wealth Manager award from 2019 to 2023.
• Boasting over a decade in the financial services sector, Courtney Rosepink holds a portfolio of securities registrations, including Series 6, 7, 63, and 65 with LPL Financial. Additionally, she is licensed for Life, Accident, and Health Insurance in Colorado. Rosepink is on track to earn her CFP designation in 2024. She will maintain an office in Denver, extending her client-focused services nationwide.
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Tutag and Green, the Principals and Founders of Aprisent Financial Group, said they’re excited about the new team members.
“We are thrilled to have Katy and Courtney join our group. Their ability to hit the ground running and their potential for our clientele’s future are truly exciting,” Tutag said.
Aprisent Financial Group now has four advisors, reinforcing the firm’s commitment to providing clients with personalized, sophisticated financial planning and investment management. The team will continue to be supported by Client Service Manager Holly Krug.
For more information about Aprisent Financial Group, go to Aprisent.com
