Our Team

Jessica Beck is a Partner at Sopris Wealth Advisors in Fort Collins. She is a 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, her daughter 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.

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.

Drew Haugen is a Paraplanner supporting the Sopris Wealth Advisors team, pursuing CFP® certification.

Drew has over a decade of hands-on business experience, including building and later selling a landscaping business, where he oversaw operations and client relationships. He is detail-oriented, client-focused, and passionate about translating complex concepts into clear, actionable guidance that helps clients meet their financial goals.

He holds a Bachelor of Arts from Colorado State University and a Master of Public Affairs from Princeton University, with coursework spanning financial management, quantitative analysis, and behavioral economics. He is also proud to have served as a Teach For America corps member in South Los Angeles, where he taught science and math to public high school students with learning disabilities.

Drew grew up in Fort Collins, Colorado and recently relocated to Texas, where his wife is pursuing a doctoral degree in clinical psychology. They enjoy spending time with their rescue pets, staying active, cooking, and reading. Drew’s favorite sports are basketball and skiing.