What Makes Juniper Different?
A Planning-First Approach
Rather than focusing solely on investments or financial products, Juniper begins with comprehensive planning. By understanding each client’s goals, responsibilities, and opportunities, Juniper builds strategies that integrate taxes, investments, protection, and legacy planning into one cohesive plan.
Education and Clarity
Financial decisions can feel overwhelming when options are unclear. Juniper prioritizes education and transparency, so clients understand their choices and feel confident in the decisions they make.
Values-Aligned Wealth
Juniper works with individuals and families who want their financial resources to support the life they are building and the impact they want to make. Whether through businesses, philanthropy, or family legacy, Juniper designs financial strategies to align with what matters most.
Long-Term Partnership
Financial planning is not a one-time event. Juniper works alongside clients over time, helping them adapt to new opportunities, life changes, and evolving goals while maintaining a long-term perspective on wealth and legacy.
Thoughtful Planning for Enduring Wealth
Every recommendation is guided by Juniper’s core philosophy: wealth should be built thoughtfully, used intentionally, and passed on with purpose.
Making an Impact, Together
- Colorado Ballet
- Family Promise
- Denver Zoo Conservation Alliance
- Adelante Community Development
- Thrivent Action Teams
Meet Our Team
Fiorella Moscoso
- Title
Financial Advisor
- State(s) Licensed
- AZ, CA Insurance Lic. #4463218 , CO, IA, IL, MI, MN, MT, NC, NY, OR, PA, SD, TX, VA, WA, WI, WY,
- Website
- https://connect.thrivent.com/fiorella-moscoso
- fiorella.moscoso@thrivent.com
- Phone
- 970-446-8988
Nicole Yen
BFA™
- Title
Financial Advisor
- State(s) Licensed
- AZ, CA Insurance Lic. #4425141 , CO, GA, IA, IL, MI, MN, MO, NC, OR, PA, SD, TX, VA, WA, WI, WY,
- Website
- https://connect.thrivent.com/nicole-yen
- nicole.yen@thrivent.com
- Phone
- 307-488-2004
Karina Holguin
- Title
Financial Associate
- State(s) Licensed
- CA Insurance Lic. #4484774 , CO, NY, TX,
- Website
- https://connect.thrivent.com/karina-holguin
- karina.holguin@thrivent.com
- Phone
- 720-839-1861
Dillon McBee
- Title
Associate
- State(s) Licensed
- AZ, CO, GA, IA, IL, MI, MN, MO, NC, OR, PA, SD, TX, VA, WI,
- Website
- https://connect.thrivent.com/dillon-mcbee
- dillon.mcbee@thrivent.com
- Phone
- 515-494-3477
Chandra Richards
- Title
Office Professional