Patrice Henning, Senior Vice President, Investments based in Denver works with high net worth clients that live throughout the United States. Her wealth management practice is client centric- creating financial plans that are roadmaps for her clients to achieve what they’ve shared is most important to them and what they’re most passionate about. Patrice couples investment management recommendations that mirror your risk tolerance and ongoing portfolio monitoring and management according to your unique plan. With more than 25 years in the financial services industry, she’s confident that she works best with people that have accumulated wealth, and are ready to take the next step, create a trusted partnership with a financial advisor that works solely with their best interest at heart.

Patrice earned a Bachelor of Science Degree in business & public administration from Saint Mary’s University of Minnesota. In 2002, Patrice earned the designation of Certified Investment Management Analyst (CIMA) offered by the Wharton School of Business at the University of Pennsylvania. As a Financial Advisor, she also maintains her Series 7, 63 & 65 licenses, Series 9 & 10 General Supervisor licenses, Life, Health and Annuity, & Long-Term Care licenses. In 2007, Patrice completed Level I and Level II training provided by the Institute of Investment Management Consulting at Raymond James. Patrice is currently working on her Master’s Degree in Lasallian Leadership offered through Saint Mary’s University of Minnesota.

In her spare time, Patrice is active in her community. A graduate of Leadership St. Paul 2002, Leadership Denver 2004 and Leadership Evergreen 2005 fostered her interest in service to the State of Colorado. In 2011, Patrice was appointed by former Governor John Hickenlooper to serve as a member of the CollegeInvest Board of Directors reporting to the Colorado Department of Higher Education. In 2013, Patrice was named Board Chair and recently completed a second four-year term as Board Chair for CollegeInvest.

Active in the past with several other community-based non-profits, Patrice also remains a committed member of her high school and university alumni associations. In 2014, after learning of 1100 alumni members residing in Kenya, Patrice worked with her alma mater to offer a joint international alumni service trip to Kenya to foster relationships and service involving alumni from both continents. A member of Evergreen Rotary and most passionate & engaged with the International Services Committee. Recently received a WASH grant from Evergreen Rotary for a water installation project at The Centre of Love, a community center located in Kibera slum she co-founded with 2 alumni brothers from Kenya. The center serves 120 children and 500 families that live nearby.

Patrice enjoys skiing on the slopes in Colorado, hiking, traveling and scuba diving. In 2011, Patrice accomplished her dream of climbing to the rooftop of Africa and summiting Mount Kilimanjaro. In 2016, she decided to summit Kilimanjaro 1 more time! Her knees are still paying for that decision!

To schedule a meeting with Patrice, please click here.