Tori Ortiz

Tori began working in the Financial Services Industry in 2022 while completing her bachelor’s degree. She is a first-generation college graduate with a bachelor’s in business management from Colorado State University-Pueblo. Tori’s experience provides a rich background in customer service ensuring a seamless experience for our clients. She strives to get to know our clients and to be of assistance in any way that she can. As a highly motivated individual Tori is always taking on new challenges and constantly setting goals for herself. She brings professionalism to our office paired with friendly customer service and a passion to help others.

Tori is working toward earning her series 65 – Uniform Investment Advisor Law Exam License. She also currently holds Life and Health Insurance Producers Licenses in the state of Arizona as well as Colorado.

As a Colorado native Tori enjoys exploring the outdoors, traveling, cooking, attending Colorado Avalanche games, and spending time with her family.