Tron Welch, CFP®, MBA, AIF®
Tron Welch, AIF®, MBA, CFP® is the founder of Welch Financial Planning, LLC. He is a Certified Financial Planner™ (CFP®) and has achieved the designation of Accredited Investment Fiduciary® (AIF®). The CFP® and AIF®, two designations which reflect Mr. Welch’s experience as well as his commitment to continuing education and fiduciary ethics.
In 2007, Tron started Welch Financial Planning, LLC in his hometown of Boulder, Colorado. His expertise lies in taking complex scenarios and creating easy-to-follow financial plans that include retirement planning as well as short-term life goals. Tron takes pride in his ability to collaborate with his clients to develop strategies and solutions that are unique to their lives. While based in Boulder, CO, the firm hold license in California, Colorado, Florida, Illinois, Maryland, Montana and Washington, DC.
Born and raised in Boulder, Colorado, Tron graduated from Indiana University with a B.S. in accounting. He also has an MBA from Washington University in St. Louis. Prior to founding WFP, LLC, Tron’s work experience included financial advising at AIG and American Express. Before that, he was the Division Controller at Amsted Industries, overseeing annual sales of $120 million and 1,000 employees.
In his spare time, Tron frequents Buffs sporting events, does Cross Fit and enjoys hiking. He has also participated in GORUCK events, a fundraising organization that benefits veterans. He is dedicated to the community and has played an important role in various organizations:
- Tri-Chair – District Parent Council, 2005 – 2015
- Member – PTA, Coal Creek, 2003 – 2015
- Member – BVSD Citizen’s Bond Oversight Committee, 2006 – 2011
- Board Member – Parenting Place, 2003 – 2013
- Member – Guys Who Give, 2016 to current
Patricia ORourke, Client Services Director
Patti has worked for several nonprofits including the Boulder International Film Festival, YWCA and the ALS Association, where she helped establish the ALSA Rocky Mountain Chapter. She has served on the Boulder Valley Safe Schools Coalition, the BVSD District Accountability Committee, written for mindbodygreen, and is currently pursuing a master’s degree in counseling. She loves to hike, backpack and finds peace on her yoga mat.
Lisa A. Cowan, Operations Manager
Lisa graduated from Arizona State University with a degree in Finance and has worked in financial services and philanthropic roles for over 20 years. She is an experienced broker and holds both her Series 7 and 63 licenses. She has worked for AmeriCredit, Vanguard and Scottrade and has served in leadership positions on two school PTAs, the Phoenix Women’s Board of Steele Children’s Research Center and currently with the Monarch High School Booster Club. When she is not working, you can find Lisa at the baseball field cheering on one of her two boys, taking long walks with her husband and husky/lab Bentley or watching Friends re-runs with her daughter.
Kristen DePaepe, Insurance
Kristen is a well-known and well-respected life-long Boulder resident. Prior to earning her license as an independent Property and Casualty Insurance Agent, Kristen played an integral role at the University of Colorado, Boulder. As the Director of Special events for the Athletic Department, she developed countless trusting relationships that support her business segment at Welch Financial Planning, LLC.
Heidi Heineke Magri
Heidi is a long-time resident of Boulder County with roots in Wisconsin. As an insurance specialist, she thrives on building relationships, promoting open communication and collaboration to ensure clients’ insurance needs are met. Prior to earning her license in Property and Casualty Insurance, she worked in education for over 25 years where she acts as a consultant. She enjoys using her teaching background to help clients manage risk and strengthen their understanding of insurance products.
In her spare time, Heidi volunteers for many local organizations including the American Association of University Women and the Tri Delta Alumnae Chapter. Her most recent volunteer adventure is to raise a service dog, Colt, through Canine Companions for Independence. Colt enjoys visiting the office and posing for office photos when the opportunity arises.
Heidi has one son, who attends the University of Colorado, Boulder, majoring in Business. Heidi enjoys attending sporting events, supporting the Buffs, hiking, skiing, golfing and gardening.