Lagerborg & Associates

Lagerborg & Associates We create a safe & sophisticated environment for you to thrive.

As a Northwestern Mutual Financial Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients.

đź“Ł PROJECT GUATEMALA UPDATEđź“ŁSeeing to Sew: A new initiative the committee took on this year is providing reading glasses ...
05/28/2026

đź“Ł PROJECT GUATEMALA UPDATEđź“Ł

Seeing to Sew: A new initiative the committee took on this year is providing reading glasses to the members of the Artisan Co-op. This initiative was brought forth to the committee as a need from the elderly participants of the co-op who struggle with their eyesight when crafting their items.

While on the trip, committee member, Gina Bowe, and committee translator, Kim Johns tested the vision of any co-op members interested. They were able to supply reading eyeglasses to a few of the members on the spot and additional glasses will be provided during the Q2 initiatives trip in May to those who did not receive them. đź‘“

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Co...
05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. https://www.northwesternmutual.com/life-and-money/stocks-rise-on-ai-optimism-while-fed-signals-higher-rates-for-longer-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-optimism&agentid=090291

Help us celebrate Whittney RoJo, for moving and grooving for 4 YEARS with Lagerborg & Associates!!Whittney is our Direct...
05/25/2026

Help us celebrate Whittney RoJo, for moving and grooving for 4 YEARS with Lagerborg & Associates!!

Whittney is our Director of Strategic Partnerships. With nearly a decade of experience in business development and 20+ years in development, she specializes in empowering our team and our partners in creating WIN/WIN/WIN systems and relationships.

Co-creating conditions to empower all of us to thrive is her goal. Whittney and her team handle business valuations, inform professional development, and support our growth strategy. She shows up in her home life with balance and excellence, too. Here are a few ways she shows up:

• ⚖️ Work/Life Balance: Whittney lives by the motto "work hard, play hard, rest well." — falling asleep with a book in hand is the cherry on top of a family camping trip.
• 🗣️ Passion for words: She is creative and has written a poem or two -- she speaks 3 languages (English, Spanish, Portuguese)!
• 🤸‍♀️ Head stand breaks: Whittney has a long-term relationship with yoga -- practicing in the mornings with her toddler in tow and refocusing in the middle of a work day with a quick head stand is her secret to refocusing.

Whittney is caring and direct, trustworthy and fair -- always willing to work with collaborators to execute next best steps for clients, partners, and our firm to achieve their goals. We are blessed to have her.

Congratulations on this accomplishment, Whittney!

I’m grateful today for the advisors who make Lagerborg & Associates what it is. Your relentless stewardship of client re...
05/21/2026

I’m grateful today for the advisors who make Lagerborg & Associates what it is. Your relentless stewardship of client relationships, willingness to lead collaborative joint work, and commitment to delivering thoughtful, sophisticated service are the backbone of our firm—turning our vision of empowering community into real outcomes. You don’t just protect assets; you build trust, mentor colleagues, pilot new ideas, and create continuity that clients depend on. Thank you for your hard work, your integrity, and for helping us scale with care. We couldn’t do this without you.

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy c...
05/19/2026

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. https://www.northwesternmutual.com/life-and-money/are-investors-ignoring-iran-energy-crisis-risks-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=are-investors-ignoring&agentid=090291

Giving back is in our DNA as a firm.
05/18/2026

Giving back is in our DNA as a firm.

📸📸📸New team photos!!!Lagerborg & Associates continues to grow as we strive to create a safe and sophisticated environmen...
05/14/2026

📸📸📸New team photos!!!

Lagerborg & Associates continues to grow as we strive to create a safe and sophisticated environment to enable you to thrive. We're grateful for our tribe as we live out our vision of empowering community!

To learn more about how we can serve you, check out our website.
https://lnkd.in/gcM2Gs9r

Address

707 17th Street Ste. 3700
Denver, CO
80202

Opening Hours

Monday 6:30am - 5pm
Tuesday 7:30am - 5pm
Wednesday 6:30am - 5pm
Thursday 7:30am - 5pm
Friday 6:30am - 5pm

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