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Building Confident Tomorrows

Creating strategies and solutions to help people fulfill their dreams of financial independence and have a comfortable lifestyle in retirement.

 

About Kathleen.

Kathleen Dvorchak graduated with a Bachelor of Science in Business Administration degree from the University of Florida.  Upon graduation, Kathleen moved to New York City where she procured a position as a Public Auditor for Hurdman & Cranstoun, P.C.  To further develop her experiences, Kathleen worked as a Corporate Internal Auditor for Warner Communications, Inc. and The New York Times Company, Inc.

When Kathleen moved to Denver, in 1987, she decided upon a career in the financial services industry to help people achieve their ambition of becoming financially independent. After working with companies such as Allmerica Financial, Multi Financial, Farmers Financial Solutions, Eagle Strategies (subsidiary of New York Life), Kathleen decided to best service her clients by obtaining her own license as a Licensed Investment Adviser in the state of Colorado and began her own firm, DVORCHAK & ASSOCIATES which is a DBA of  her corporation, DVORCHAK FINANCIAL CORPORATION.

In 1999, Kathleen acted as an Ambassador at the Metro Denver Chamber of Commerce and in 2000 became an Ambassador Leader.

Kathleen has conducted numerous seminars and published articles on Financial Planning and Long Term Care Insurance. 

Kathleen was also the spokesperson for the Million Dollar Round Table, the premier association of financial professionals. She also completed a radio tour consisting of over 18 radio stations throughout the United States including nationally syndicated shows. Kathleen has also been interviewed for publications such as CBS MarketWatch and the Wall Street Journal.

 

Get a complimentary basic financial analysis.

This analysis can help determine if you are on track for a successful retirement or if you may come up short. If it doesn’t match your desired results, I can help you obtain your financial goals

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Have a question? Reach out to Kathleen here.