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About Us


Welcome to our LPL Financial office located in Denver, Colorado. Our Mother-daughter team, Margaret S. English, JD, CFP, and Katherine E. Thomas, LPL Registered Administrative Associate, has been serving individuals and families with comprehensive wealth management services since 2011.

With over 36 years of industry experience, our team is able to assist you with all of your financial planning needs. Whether you are embarking on a new career post-college, or are nearing retirement age, our suite of services are custom-tailored to manage your needs, and help you work towards your goals.

Like most Americans, the majority of your financial concerns circle back to retirement. Balancing your financial demands of today, with your future retirement objectives, is essential to long-term wealth success. As critical as this balancing act is, it can be impossible to accomplish without the expertise of an independent financial advisor.

That’s where we come in.

Our mission is to provide knowledgeable, comprehensive assistance to those in need of providing financial security to themselves, their families and generations to come.

As your financial advisory firm, we are committed to providing services to our clients that are based on:

  • Honesty
  • Integrity
  • Compassion
  • Kindness
  • Servitude

We invite you to explore our website, and reach out to learn more about how we can assist you as you pursue your short- and long-term financial goals.