Amy Bertle

Financial Advisor, CFP®, CDFA®

BS - University of Colorado
Operations Management

An Interview with Amy Bertle


Where are you originally from?
Arvada, Colorado

What is the best book you have read this year?
The Obstacle is the Way by Ryan Holiday. This book illustrates how our biggest challenges can be turned into our biggest advantages.

What do you enjoy doing in your spare time? 
From snowboarding to playing pool to fly fishing to yoga to learning how to play the piano.

What is the best trip you have ever been on? 
A seven-day float trip through Cataract Canyon where we rafted the largest whitewater rapids in the Western Hemisphere. It was the best trip I have ever been on because it was an adventure and something I have never done before.

Any podcast recommendations? 
For motivation and general knowledge: Tim Ferriss
For something more relaxed but interesting: Joe Rogan
For something educational: Radio Lab, StarTalk with Neil deGrasse Tyson, Freakonomics and More Perfect
For the latest NFL news: Around the NFL

What are five things you cannot live without? 
My Dogs
Friends and Family
Physical Activity of Some Kind
Fun and Educational Activities

What is your favorite thing to do for our clients?
To calm their fears and worries surrounding money. Let them have peace of mind knowing we are taking care of the financial side of their lives.



Meet our Team