Our team exists to impact the lives of clients far beyond their expectations. We are the catalyst that moves people to action, helping them make their dreams and intentions reality. Our mastery, commitment to excellence, genuine care and deep rooted relationships with our clients sets us apart and we are proud to be an active and integrated part of our clients' lives.
This is a team effort!
Below, you can get to know our team. Collectively, we work very hard to deliver a thorough, educational, positive experience to all of our clients.
Rachel Thorngate is a Financial Advisor and runs 323 Financial Group, where she specializes in comprehensive financial planning across the country. After graduating Magna Cum Laude in her degrees in Finance, Management and Marketing from Colorado Christian University, Rachel began running her financial planning practice in 2009. Together, Desiree and Rachel lead a team of 5, coach 8 Financial Representatives and Advisors and hold the most elite awards of the company they partner with- Northwestern Mutual. She has also been an active member of Million Dollar Round Table since 2013.
Rachel is also known for her passion and ability to lead and coach other financial representatives that aspire to build their own practices. She is actively involved in her church - Red Rocks Church in Littleton Colorado. She is married to Brian and together they have three beautiful children- Abby, Noah and Emerson. Rachel is an avid gym goer, dinner party hostess, and is always looking for ways to give back to the community when she is not attending her kids sporting events. Rachel has learned to master the art of balance between running a successful business and not sacrificing time with her family. Rachel believes her calling is to serve her clients at the best of her ability, while also setting an example for what is possible for other aspiring entrepreneurs, all while being authentic to yourself and often times facing adversity.
Desiree Ortiz, CLU®, began building her business as a financial advisor in 2010 and runs the practice with business partner and best friend, Rachel Thorngate. She lives in Littleton, Colorado with her husband Ezra, sons Mik'hail, Ezra II and their 3 dogs, Nala, Koda and Chapo. She holds degrees from Metropolitan State College in Business Management and Spanish. Her greatest passions include music, traveling, working out and lifting weights, spending quality time with friends and family, reading and consistently furthering her education within the financial planning industry in order to best serve her clients and team.
Desiree has achieved the highest recognized awards within Northwestern Mutual and has been an active member of Million Dollar Round Table since 2014. Desiree is also passionate about empowering and inspiring other entrepreneurial-minded people and spends a portion of her time coaching 8 Financial Representatives and Advisors looking to grow their practices. She is an Alex's Lemonade Stand Ambassador where she is an advocate for childhood cancer research on behalf of her son, Mik'hail, who is in remission from stage four Neuroblastoma. She sings in the Cherry Hills Church choir where she is able to serve the Lord through her talent and passion of singing. She strives to live each day with the mission to love and serve others personally and professionally.
Warren, originally from Chicago, moved to Roaring Fork Valley in late 2014 to escape the fast-paced city life. After landing in Aspen, Colorado, he started his career in wealth management with Northwestern Mutual, managing various investment books of business for different teams throughout the state. He is a fully licensed investment professional who enjoys developing and implementing investment strategies alongside his colleagues.
An avid-outdoorsmen, when Warren is not on the computer you will probably find him chasing trout in the valleys pristine rivers, running trails with his dog, or on some mountain searching for that next best ski line.
Warren is passionate about what he does and enjoys helping clients build wealth in manner consistent with their tolerance for risk, in the most efficient way possible.
Hannah Harder was raised in Colorado. She attended Colorado Christian University, where she studied Communications and Mass Media. She has done work with the Denver Nuggets and the Denver Broncos in a media capacity. She is passionate about writing and has also authored a book. In her spare time she loves being with her friends, exploring Denver, and going to the gym. Hannah loves working with people, and communicates closely with clients of 323 Financial Group. Hannah loves to challenge herself, and her role in operations keeps her growing in many areas.
Jennifer is a native New-Englander and relocated to Colorado more than 15 years ago to enjoy the beauty of the Rockies. She received her BA from the University of Massachusetts and has more than 13 years of experience in the banking, personal insurance and investment field.
As the Director of Insurance Operations, Jennifer supports 323 Financial Group by overseeing and managing the underwriting requirements for new clients and maintains ongoing servicing to ensure a pleasant and valuable experience.
When Jennifer is not catching up with her monthly book club read, she spends her free time running, hiking, camping and skiing with her husband John, three adult children Jack, Andrew, Brianna and loyal labradoodle Brodie.
Bronia is originally from the Seychelles islands. She has also lived in Montreal Canada and grew up mainly in London, England. She and her husband Spencer have a daughter named Ellie, who keeps them busy and laughing. When Bronia isn't taking Ellie to the museum, the zoo, on playdates or music class, she enjoys hiking in the Colorado mountain’s, being outdoors, reading, traveling, cooking good food and meeting new people. She also is passionate about the book club she started many years ago. Bronia manages Desiree and Rachel's calendars and handles all marketing related duties for the practice.
