Everything and everyone is welcome at our door (including dogs—they just can’t be your beneficiary).
Our Team
Janet W. Wilson, CFP®, BFA
Practice Manager, Director of Financial Planning
Kevin Patterson, CFP®
CERTIFIED FINANCIAL PLANNER™
Chris Murphy, CFP®
CERTIFIED FINANCIAL PLANNER™
Hillary Hawkins
Financial Advisor, Paraplanner
Canine Support
Summer Shandy Wilson
Dog
Simon Patterson
Dog
Remi Patterson
Dog
Pemi Murphy
Dog
Janet W. Wilson, CFP®, BFA
Practice Manager, Director of Financial Planning
As your financial advocate, Janet Wilson is committed to providing information and options in an independent and objective environment. Working with Janet will enable you to see your entire financial picture. She’ll put all the pieces together to give you a cohesive and comprehensive view of your overall financial status.
Janet has been in the financial services business since 1985. Janet graduated from Colorado State University and holds a bachelor's degree in business economics. She holds the Certified Financial Planner ™ designation, Behavior Finance Advisor designation, FINRA licenses 7, 24, 63 and 65, as well as those licenses covering life, disability, and long-term care insurance. Janet is also a registered tax preparer.
Experience matters in a changing world. In 38 years of industry experience, Janet has successfully navigated all that life throws at us – from an industry perspective and a client perspective. Janet has also grown in the industry – some of you may remember when she operated under Wilson Financial Solutions, Inc, then as a partner in Wilson and Klenovich Financial Planning. Now, as the owner and Practice Manager of Motivus Wealth Management, Janet will always work in her client’s best interest and uphold her fiduciary responsibilities to her clients. Janet will continue to guide and mentor her Motivus teammates.
Janet acts as Practice Manager and Director of Financial Planning. Within the team construct, Janet’s other areas of specialization are long-term care options and retirement income planning, and compliance.
Janet and her husband Jim have lived and worked in the Elizabeth/Parker, Colorado community for almost 25 years. Jim has been teaching and coaching in the community for as long as they have lived there – and the teaching/coaching mentality has rubbed off on Janet – as she is constantly educating, motivating, and cheering her clients towards their goals. Jim and Janet are the parents of three adult children, all of whom got married within 11 months of each other. College and weddings x 3 - talk about planning! In the spirit of competition, all their children decided to have babies at the same time – keeping “GrandJan” and “Pop” busy for the last couple of years. Jim and Janet are the proud grandparents of 5 (soon to be six). When not working, Janet can be found playing with her grandkids, working in her garden, or out on the tennis courts (yes, she has also embraced pickle ball)!
Kevin Patterson, CFP®
CERTIFIED FINANCIAL PLANNERTM
As your wealth advisor, Kevin strives to have a strong client relationship throughout the generations of your family. He has a focus on helping them pursue their individual financial goals while also aiding in wealth transfers across the generations. Whether it is the passing of a business to the next generation, legacy inheritance, or helping to navigate the taxable impact, Kevin will be there to guide the process.
Kevin holds Series 7 and 66 registrations, as well as a license for life insurance. Kevin also has his CERTIFIED FINANCIAL PLANNER certification. He has a specialty in risk management, and works with individuals and their families, small businesses owners and non-profit organizations.
Kevin was born and raised in Colorado Springs and left to pursue his dream of playing Division 1 Hockey for Niagara University. Kevin spent all four years at the top of his class and finished both his bachelor's and master's degrees in finance in just four years. Throughout his career with Niagara, he was a two-year captain, two-time Atlantic Hockey Association Scholar Athlete of the year and four-time All-Academic Team.
After graduating from Niagara, Kevin went on to play professional hockey before moving on to become a Financial Advisor. Enjoying the great Colorado outdoors is something Kevin loves to do on the weekends with his wife, Haillie, son Levi, and dogs Simon and Remi. He supports all his hometown sports teams and is a hockey fanatic. He looks forward to working with you, and helping you create a sustainable plan for your financial future.
Chris Murphy, CFP®
CERTIFIED FINANCIAL PLANNERTM
Chris is our in-office CERTIFIED FINANCIAL PLANNER™ professional, supporting the daily needs of Motivus Wealth Management clients. Chris maintains and broadens relationships to ensure our clients' financial plan is specific to their goals. Chris specializes in portfolio construction, management, financial planning and retirement planning to meet clients’ needs. Chris has a demonstrated understanding of investment strategies, product lines, industry knowledge of retail and retirement investing, educational planning, front office operations and professional customer service. As the staff Advisor to Janet, Chris communicates and implements client strategies, acting as a liaison for Janet. Chris’ industry experience dates to 2015, starting with Oppenheimer Funds before joining MWM in January 2020. Chris holds his CFP® designation, FINRA registrations Series 7, 66, 63, 6, SIE and Colorado life insurance license. He and his wife Emily enjoy traveling the beautiful state of Colorado (and beyond) with their 4-year-old son, Aidan Bryan and infant son, Caleb Patrick. They also have an 8-year-old mini–Australian Sheppard mix, Pemi, who is the princess of their household and protector of their children.
Hillary Hawkins
Financial Advisor, Paraplanner
Hillary joined the financial industry in 2021 and has since obtained her Series 7 and Series 66 registrations to become a fully licensed Financial Advisor. She is currently working on her Colorado Insurance license and plans to study for her CERTIFIED FINANCIAL PLANNER™ designation in the near future.
Hillary is the firms subject matter expert on financial technology and has taken a strong interest in taxes. The daughter and sister to CPA’s, she will be pursuing further education in taxes to better support the firm’s small tax practice.
Hillary was raised in Elizabeth, CO and left for the School of Mines in Rapid City, South Dakota to continue her education. After 4 years on the women’s basketball team and receiving her bachelor's degree in chemical engineering, Hillary returned to Colorado and worked for a mining company as a metallurgical engineer for 7 years before changing directions and pursuing a new career as a financial planner.
Hillary is an avid hiker and has summited all 58 14,000-foot peaks in Colorado. She has been able to continue her hiking outside the states and completed a 7-day trek to the summit of Mt. Kilimanjaro in Tanzania, Africa and has also trekked around the base of Mont Blanc through France, Italy and Switzerland. She continues her hiking today and is looking forward to her next big adventure!
Summer Shandy Wilson
Dog
Good day, and it's always a good day when you are a dog in my human's household. My name is Summer Shandy (Summer for short - and yes, I was named after a beer). My life is chasing a frisbee and sitting calmly when butterflies and hummingbirds dive bomb me. I help my mom out by dropping a nasty frisbee on her lap if she has been at her desk for too long. She squeals and takes me outside to chase. It works well for both of us.
Simon Patterson
Dog
Hello, my name is Simon. I'm so happy to be the oldest brother of the three in the Patterson household. I really liked it when I got more attention, but it's okay now that we have two smaller human hands to pet me. My brother Remi and I fight sometimes, but it's usually over who gets to lie down on the dog bed. I am moderately active and like to go to the park to sunbathe, sniff everything, and watch Remi chase the ball. Occasionally I may chase a bird if it swoops down low enough, but I mostly go to the park for the scenery. My favorite thing to do is be there to wake up my human brother Levi and get lots of pets.
Remi Patterson
Dog
Hi, hello, hi-ya. I'm Remi and have lots of energy to share with everyone. I haven't met a ball I didn't like to chew on, chase, or sleep with. I need two runs in the park a day or else I like to let mom and dad know with just a few minutes of barking. If you think you think you have a howitzer for an arm, we could go to the park and test it out. My favorite time of day is when my human brother eats...Levi likes to share his meal with Simon and I. Sometimes, he'll even do it just to laugh. I'm not sure what's so funny, but all I care about is the food is way tastier than what I get in my bowl!
Pemi Murphy
Dog
My name is Pemi. I am 9 years old and was adopted by my mom and dad at 8 weeks of age. I am a tea-cup Australian Shepard mix. I am a little shy but full of love. My favorite hobbies are playing fetch my with mini tennis balls, herding my dad while he is riding his bike and keeping the yard and garden free of squirrels and birds. I also protect my family from the delivery drivers that routinely try and visit our home. For tricks, I can sit, lay down, turn around, jump and shake hands. While I will do these tricks when asked, I prefer to perform knowing a treat is coming. My favorite human foods are steak, eggs and pizza crust. If my humans are having any of those foods, I wait patiently for my share to go into my bowl. During the day I like to sleep on my parents bed until they come home. When I hear the garage door open, I know it's time to play with my family.
