This is a picture of Denise Downey

About Denise Downey

Firm

Financial Trex, LLC

Bio

I've spent my entire career in finance. I learned the ropes at companies like J.P. Morgan Chase and Fidelity Investments. I worked on the trading floor of the Chicago Stock Exchange, managed back-office support teams, and served as a financial planner for high-net-worth individuals.

In 2016, I launched Financial Trex.

I love the flexibility of running my own firm. I serve a small group of clients. I can give the kind of advice people need to hear. And I no longer worry about pressure to sell products or maintain hundreds of clients.

I live with my husband and three children in Spokane, Washington. Spokane offers a great balance of the urban and outdoor lifestyles. If you can't find me in a coffee shop, you'll find me on the hiking trails.

Education and Designations

  • Bachelor’s in Finance from the University of Illinois Urbana-Champaign

  • Master of Business Administration in Finance from Washington State University

  • CFP®️

Specialties

Helping mid-career families with:

  • Retirement Planning

  • College Savings Strategies

  • Juggling Savings and Debt


Connect & Contact

Phone:
773-866-8739

Email:
denise@financialtrex.com

Website:
https://www.financialtrex.com/

Works with clients remotely.

Does not require account minimums.


Schedule a Meeting with Denise

The best way to schedule a meeting with Denise is to visit this calendar link.