Heather Litz-Pacheco
WEALTH ADVISOR, CFP®, CLU®, AAMS
Heather believes there’s always room for a wealth management discussion. She has an obsession, tenacity, and passion for what she does. Mainly, she wants to help people avoid mistakes. This all stems from Heather’s childhood dream of going to law school and then into the FBI. This winding path led her to the start of her career at a brokerage firm. While the stock market was exciting, Heather felt unfulfilled. A few years later, she discovered Cooney Associates and in 2004 was on the road to her superpower of engaging and educating clients through wealth management.
Heather’s passion lies in preparation, education, and protection. As a woman in transition, first as a single mom with experience in familial loss and later a large, blended family of 4 adult children, Heather is keenly aware of the need for multigenerational planning and expert financial advice for people of all ages and backgrounds. Evaluating protection needs, estate strategies, and risk management while designing a financial proposal is one of her primary interests in wealth management planning. She believes the planning process isn’t really complete unless you try to break the plan and put it back together.
Outside of the office Heather is an enthusiastic reader of suspense, thriller, and suspenseful, thrilling, romance books. She love the Colorado Outdoors and her vacations are usually spent in Steamboat Springs. She and her husband have four kids, two by blood and two by love—and Cooney’s Mascot, Nala.
Fun Facts:
Heather is a Certified Latent Print Technician (fingerprint examiner) who is certified to work for local law enforcement agencies in the State of Colorado.
Ideal Retirement:
In the future, you’ll find Heather in a Colorado ski town, drinking coffee and reading in the bookstore she hopes to own. She may consider hiring her husband as her barista.
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