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, she leverages her problem-solving skills to help clients navigate complex financial landscapes. Ellen spent five years as a firefighter and paramedic providing her with a deep understanding of the local workforce’s challenges, allowing her to connect with clients on a personal level.
Passionate about her Durango roots, Ellen is committed to empowering community members with tailored financial strategies. She is currently pursuing her certification as a financial planner, further enhancing her ability to address clients' diverse financial planning needs. Outside of work, Ellen enjoys skiing, kayaking, and mountain biking, finding inspiration in the great outdoors as she helps others achieve their financial goals.
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.