Desiree Segler

Desiree Segler

Private Wealth Manager | Partner

Desiree Segler is a Financial Advisor based out of Denver, Colorado and has been in the Financial Services field for over 10 years. She brings a wealth of experience and knowledge to her clients. Desiree has learned the value of listening to her client’s needs to better understand their life’s goals and objectives. Desiree has a passion for helping individuals, small business owners, and families to build their wealth and achieve their aspirations and dreams by tailoring their portfolio to match investment goals and adjusting during times of market fluctuation. Desiree’s main areas of focus are retirement planning, education planning, wealth building, and estate planning but she is also proficient in insurance planning, tax planning, and budgeting.

Desiree Segler is a Registered Representative and conducts securities  business with M.S. Howells & Co., a broker-dealer through which securities are offered and Member FINRA/SIPC. Desiree also holds Life and Long Term Care, Accident and Health, and Variable Contract insurance licenses.

Away from the office, Desiree spends her free time with her husband Damon and their two children Dillon and Annarose. Desiree enjoys skiing, being active in her children’s sports and education, and being outdoors.