Betty Tomlinson joined Colorado West Investments as a partner and Wealth Manager after working 20 years with a regional banking group. Betty enjoys partnering with individuals, families and businesses to help them identify financial concerns and goals. She tailors customized plans to help them meet their goals by reviewing specific wealth management issues that can affect anyone at different stages in their financial journey. Betty holds both the Series 7 and Series 66 securities, registration held through LPL Financial and Strategic Wealth Advisor Group. She is also licensed in the areas of Life, Health and Long Term Care Insurance.
Betty has family ties on the Western Slope of Colorado dating back to the 1950’s and is very active with both her family and the community. Betty and her husband, Matt, have two young boys; Easton is 7 and Saxton is 20 months. They enjoy spending time together outdoors while camping, hunting, fishing, and playing. Easton is enjoying having a brother much more now that they can play and communicate and Saxton loves playing with his big brother! When Easton was born they set a goal to visit all 58 National Parks…only 50 more to go! Betty served for nine years on The Board of Directors for Habitat for Humanity of the San Juans with three terms as President. She is currently serving on The Board of Directors for Maslow Academy in Montrose and she has also been involved in Altrusa and HopeWest.