Broker Check
Zaya Thompson, MSFP

Zaya Thompson, MSFP

Partner

Zaya’s priority is not only to educate her clients, but to remain educated in an ever-changing industry.  Her educational background includes programs which are considered to be advanced in the field: Master of Science degree in Financial Planning, a Bachelor of Science degree in Business Administration—Finance from the University of Northern Colorado and the completion of the CFP Certification Professional Education Program. 

With over a decade of experience in the industry, she is constantly pursuing new educational opportunities. Most recently her studies have centered on financial psychology and understanding client biases and helping clients mitigate those biases.

Zaya immigrated to Colorado from Russia in the early two-thousands. She enjoys networking in the professional community thru the Greeley Area Chamber of Commerce. Her love for animals led her to volunteering & cat fostering with the Humane Society of Weld County & the Fort Collins Cat Rescue.

Zaya was recently selected as an honoree of BizWest’s Boulder Valley and Northern Colorado 40 Under Forty. It recognizes 40 emerging business leaders in each region, under 40 years of age, who are making a mark on their communities through professional success and volunteer activities. Her prior recognitions include our company receiving first place in Best Financial Planning by Best of Greeley 2019 (our category has not existed since that year), as well as being named one of 2018's up-and-coming financial professionals by The Greeley Tribune and Business Connect.

Disclaimer: The 40 Under Forty rating is based on an annual panel vote and is not based on performance information of any kind. The rating is not representative of any particular client's experience, and is not indicative of the investment adviser's future performance. The number of advisors who were eligible for 40 Under Forty is unknown, and the number of advisors who were recipients was one. The Best of Greeley thru the Greeley Tribune is based on electronic votes from the public and is not based on performance information of any kind. The number of advisors who were eligible for the Best of Greeley is unknown, and the number of advisors who were recipients was one. In 2018, the Greeley Tribune and Business Connect published a list of Who’s Next, presented by Advantage Bank, that focused on honoring young leaders (under 40) from different industries or fields. The winners were nominated by their peers as people who are making a positive impact at work and in their communities. The number of advisors who were eligible for these awards is unknown, and the number of advisors who were recipients was unknown.