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Patrice Barber

Patrice is owner and founder of Taylor Made Wealth Coaching. She is an entrepreneur with a passion for building futures. Patrice believes that people should be planning for their futures and living that future day by day.

She began her personal portfolio in 1984 including real estate investing.

In 1992, she started her first of six companies, Taylor Made Solutions, providing management consulting services to fortune 500 companies including US West, Oracle Corp, Intel, Jones International Cable, Echostar, Jeppesen/Boeing Corp., MCI, & GE Capital. These services focused on implementation of program management helping large corporations to establish their executive level business practices, policies, procedures, financial plans & forecasts.

Based on this corporate background, in 2000, she customized the corporate forecasting and planning services to offer services focused on individuals and families through Taylor Made Wealth Coaching.

Between 2001 & 2003 Patrice also co-founded a mortgage company and mortgage processing company which were sold to partners. In 2003, Mosaic Lending Corp. was founded which is now an affiliate to Taylor Made Wealth Coaching providing commercial, residential, land and construction loans to a wide range of clients.

For more info on Mosaic Lending click here

Patrice works with a close knit team of CPA’s, financial planners, investors, realtors, builders, and legal council to partner those ready to build their future with those who have the right skills to assist them in planning & growing their wealth.

 
 
Jas Smith    

Jas joins us with a background centered on helping others. He and his wife of 19 years spent over five years in foreign missions, with three of their five children born oversees.

He has had extensive training on the  “Circle of Wealth” ™, a client financial education program, experience in the mortgage, real estate investing and insurance fields. He comes from a family with a history rich in entrepreneurial endeavors. His father was a founder of a unique concept in elder care that is modeled world wide today.

Most of the twelve children followed in this entrepreneurial spirit. Jas started his first business in 1996,as a wholesaler of art for a five state region, of which he still services active accounts. His second business, Real Estate Investing LLC was started in 2003 and he has assisted clients in the past 5 years with a variety of investing strategies that include real estate purchases, equity indexed based investments and Circle of Wealth strategies.

 

We welcome Jas into Taylor Made Wealth coaching & our affiliate company Mosaic Lending as a licensed, insured, and bonded wealth coach and financial mentor.

 
     

Linda Caldwell

Operations Management

   

Linda joins the team with over 20 years in a diverse background of Office and Operations management.

Her attention to detail and gentle approach to assisting clients and affiliates alike makes her a welcome addition to our operations.

   
     
Jessica Whipple
Business Development
   

Jessica rounds out the team by providing a wide range of assistance in marketing and advertising as well as business development.

Her primary focus is providing marketing research and direction to support the annual marketing initiatives within Taylor Made Wealth Coaching.

   
     

Francis Brown
For legal questions on estate planning, business entity structure and various legal accounting aspects


Francis P. Brown is an associate attorney at the estate and exit planning law firm Davis & Associates, P.C. The firm serves clients throughout the state of Colorado and specializes in estate planning, business exit planning, estate and trust administration, corporate entity formation, Medicaid planning, and high net worth. Francis's education includes University of Denver, Master of Laws in Taxation (LL.M.) as well as a Masters in International Management and Bachelors degree in Finance.

 

 

     

John Glenn
For legal questions on the real estate transaction aspects:

John Glenn is the managing partner of the law firm of John Glenn & Associates located in Colorado Springs, Colorado. For over 10 years, Mr. Glenn has represented both buyers and sellers in all stages of real estate transactions, from negotiating the purchase agreement to completing the real estate closing. In addition, he works with clients to form partnership and joint ventures for the real estate development and financing of real estate projects, including multi-family housing, timeshare development, commercial office buildings, hotels, shopping centers, and mixed used projects. Mr. Glenn advises clients with respect to acquisitions and complex financing transactions, landlord-tenant disputes, complex commercial leasing, and contract negotiations.

 


Mr. Glenn was admitted to the Bar in 1992. Prior to that time, he was a licensed real estate broker and owner of a large property management firm in Denver.

You can reach John Glenn & Associates at (719) 578-3334 or toll free at (866) 400-2323.

     

 

 

 
 
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