Meet the Team
We are a father daughter team who have lived in Durango for 30 years. We understand the unique financial challenges faced by individuals at different stages of life. Our deep roots in Durango drive our commitment to helping our community thrive financially. We’re passionate about empowering local residents to achieve their goals and enjoy a comfortable life in our beautiful mountain town.
No one strategy fits everyone, which is why every client gets our undivided attention, from planning and execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives!
Ellen Kolks
Financial Advisor
Ellen holds a Bachelor of Science degree in Mathematics and is a CERTIFIED FINANCIAL PLANNER® professional, combining her analytical background and problem-solving skills with a comprehensive approach to financial planning. Before becoming a financial advisor, Ellen spent five years as a firefighter and paramedic, an experience that shaped her ability to connect with people, solve problems under pressure, and bring a calm, practical perspective to complex situations.
Outside of work, Ellen enjoys skiing, kayaking, mountain biking, and traveling. Her love of adventure continues to shape the way she approaches both life and financial planning: with preparation, flexibility, and a clear sense of where you want to go.
Scott Southworth
Operations Specialist
Scott began his career in the pension and investment department of Travelers Insurance Company and for many years worked providing Investment Management Services to large corporate and public retirement plans. For the past 25 years he has been a vital part of the Durango community, providing businesses & individuals with personalized financial advice rooted in his deep understanding of markets and investment strategy.
With a degree in economics and 40 +years of experience, Scott is well equipped to help clients develop comprehensive financial plans that align with their long-term goals. His extensive experience helps him to guide individuals and families through the retirement planning and investment management process. When he is not advising clients, Scott enjoys exploring the San Juan Mountains by bike, skis and foot.