We understand that trust is of the utmost importance in maintaining a productive client-advisor relationship. Our team follows our core values of Integrity, Commitment, Flexibility, and Kindness.
About David L. Crawford, CFP®
David Crawford has been in the financial services industry since 1986, helping clients create and achieve their financial planning goals while providing the support and guidance they need. He excels at providing comprehensive financial plans and strategies to individuals, families, and small business owners. David earned a bachelor’s degree in business administration from Idaho State University. In addition, he holds FINRA Series 6, 7, 26, 63, and 65 licenses, as well as the Certified Financial PlannerTM professional (CFP®) certification. He is also a member of the Clearwater Estate Planning Council. In his time away from the office, David enjoys spending time with his wife and two sons and being involved with many community activities and clubs. He serves as a volunteer ski patroller at Brundage Mountain Resort.
“I consider myself an educator and guide, walking clients through the financial planning process. I want to help people on their way toward financial security.” ~ David Crawford
About Kristina Paz, CIMA®
Kristina Paz is the Managing Partner and Portfolio Manager at Sopris Wealth Advisors, a female-owned firm in Fort Collins, Colorado, dedicated to helping those who help others. She is a Certified Investment Management Analyst, CIMA®. She works closely with healthcare professionals, university employees, and public safety workers, people who dedicate their lives to serving others, but often don’t have the time to focus on their own financial well-being.
Kristina believes financial planning should be empowering, not overwhelming. She guides her clients through life’s transitions: marriage, children, college planning, career changes, divorce, retirement, and loss by providing education, clarity, and a personalized approach. Her goal is to help clients take control of their financial future with confidence and peace of mind.
With a degree in Economics from Mount Holyoke College, Kristina’s career in financial services began with an internship in 2005, followed by experience working with high net worth clients in Chicago. In 2010, she moved to Colorado and built her own practice before joining Cambridge Investment Research, Inc. in 2017.
Kristina lives in Colorado with her husband, Anthony, and their Doberman, Pavito. When she’s not helping clients, she enjoys traveling, particularly road trips with Anthony, cooking, trying bucket list restaurants, rock climbing, paddleboarding, and hiking.
About Jessica Beck, CFP®
Jessica Beck is a Partner at Sopris Wealth Advisors in Fort Collins. She is CERTIFIED FINANCIAL PLANNER™ (CFP®) and has been helping her clients gain financial clarity and confidence for eighteen years. She is passionate about financial education and empowering her clients to make smart, informed decisions. Her goal is to be a long-term partner in their success, not with just managing money, but helping them live the life they have worked hard to build.
Her clients are often busy professionals seeking to streamline their finances or navigating significant life transitions such as retirement, business sales, or inheritance planning. Many want their investments to align with their values and goals but aren’t sure how to create a cohesive strategy to move their finances forward. Through Sopris Wealth’s comprehensive planning and investing process, she helps her clients gain knowledge, security, and excitement for their future.
Jessica grew up on a family ranch in Carbondale, Colorado and currently lives in Denver with her husband, Micah, Lila, and their dog, Sadie. She enjoys hiking, snowboarding, gardening, local restaurants, and catching up with friends. Jessica loves travel (even airports!) and once completed a trip around the world.
About Kristen Blake, Practice Director
Kristen Blake is the Practice Director at Sopris Wealth, where she is dedicated to delivering a seamless client experience. She oversees client service, documentation, and data operations, always with a focus on building strong relationships and ensuring that each client feels supported as they work toward their financial goals.
Her career began in banking in 2016, and in 2018, she joined Cambridge Investment Research, where she further developed her expertise in financial services. Kristen became part of the Sopris Wealth team in March 2021 and has since played an integral role in guiding clients through the firm’s curated financial planning process.
Originally from Wyoming, Kristen now lives in Fort Collins with her husband, Sam, and their cat, Kailena. Together, Kristen and Sam share a love of travel and have made it a goal to visit a new country each year, so far exploring seven countries together. Outside of traveling, Kristen enjoys experimenting with new recipes in the kitchen, and is always looking for new experiences that inspire both her personal and professional growth.