Missy Connelly-McVoy
Financial Advisor, Lotus Financial Partners
Missy Connelly-McVoy is a Financial Advisor with Lotus Financial Partners located in Denver, Colorado. Missy is proud to be a member of the LOTUS Financial Partners family where their mission is to help their clients live more secure, free, and meaningful lives. Financial planning isn't just about money to them, it is about guiding and supporting their clients with a solid financial plan to help them tackle their concerns and accomplish their goals. Missy is excited to be a part of an Advice-Based Financial Planning group that exemplifies the true meaning of fiduciary and helps people take control of their finances and live a purposeful life!
Ideal Client
Missy works with clients from a variety of backgrounds, but she is passionate about doing planning for and with families, small business owners, and the LGBTQIA+ community. She also enjoys navigating the complicated intricacies of partnering with families who need guidance around planning for an individual with special needs.
Business Power Partners
At LOTUS, they love having a wide range of referral partners. They are in the business of connecting their clients, and because they do wholistic planning, they talk about all aspects of their clients' lives from vacations to home improvement projects to taxes and estate planning. Estate attorneys and CPAs are always on the top of our list.
Contact Information
missy@lotusfinancialpartners.com
303-756-2062
What does SHE stand for?
SHE is more than a leads group - SHE Leads Group exists to support women in business development roles. SHE Members are women in business who appreciate the role many women have being a full-time caregiver to loved ones and advancing their full-time career or business. The letters “S H E” stand for Supporting Heart & Enterprise ®. Heart is our families, or anything near and dear and personal to us. Enterprise is our business or career. Members are expected to uphold the values and culture for which SHE stands. Every member of SHE Leads Group should desire to be a resource to each other. SHE Leads Group is more than just a leads group. We are a group of supportive women who truly want to help others in any way possible.