About Us:

Sweeney & Associates Staff Members

 

Kristi Sweeney, CFP®

Certified Financial Planner® and Fee Based Consultant

Kristi Sweeney, a Certified Financial Planner® professional, is a fee based financial advisor and benefits consultant.  She has been the principal of Sweeney & Associates, LLC in Greenwood Village, Colorado for the past sixteen years helping individuals, families and business owners make sound financial decisions.
       
Kristi is a graduate of the University of Wisconsin with a major in Social Work.  She is a member of the Financial Planning Association and the Estate Planning Council of Southeast Denver, LLC.  She was on the Board of Directors for the Metro Denver Association of Health Underwriters and currently serves on the Executive Board of the Financial Planning Association of Colorado as the Chairperson for Public Relations.  

 

She served on the Board of Directors of the Rocky Mountain Stroke Association for five years and worked on a national task force for The National Stroke Association.   Kristi has participated in educational conferences on planning for families with special needs and focuses a part of her practice assisting families with Special Needs.

 

Kristi has lived in Denver with her family for over thirty years.

 

Corrine Ford

Group Administrative Manager

Corrine Ford has been with Sweeney & Associates since 1997.  During this time, she has used her expertise assisting with group health renewals and providing timely and helpful customer service.

 

From problem solving to employee additions and terminations, Corrine handles management of administrative concerns that have to do with employee benefits.

 

Prior to Sweeney & Associates, Corrine was the manager of a retail store.  Her interests include family, reading, cooking, and volunteer activities.

 

Ann Gillespie

Marketing Assistant

Ann Gillespie has been with Sweeney & Associates since September 1998.  She concentrates her efforts in individual client service.

 

Experienced in life, health, disability and long term care insurance, Ann came to Sweeney & Associates after retiring from Unum Life Ins in Greenwood Village.  She had 18 successful years with that company.

 

She enjoys family, reading and traveling.   She has many friends as she’s lived in Denver area for 27 years.