Desiree Segler CDFA®

Desiree Segler’s journey into financial advising began nearly 20 years ago when she started her career at Janus Funds. In her role, she supported financial advisors by discussing investment products—but over time, she realized her true calling was on the other side of the conversation. Desiree discovered a deep passion for working directly with clients, helping them navigate financial decisions with confidence and clarity. That pivotal realization sparked her transition into advising, where she could have a more meaningful impact on people’s lives by guiding them through life’s financial milestones with empathy and expertise.

Now a Financial Advisor at Heirloom Wealth Management, Desiree brings almost two decades of hands-on advising experience to her work with individuals, families, and small business owners. Her approach is rooted in thoughtful listening and understanding each client’s unique goals, so she can craft personalized strategies that evolve with them over time. Her core focus areas include retirement planning, education funding, wealth building, and estate planning. She also provides comprehensive support in insurance planning and advanced tax strategies.

With a strong desire to help people through challenging life transitions, Desiree earned the Certified Divorce Financial Analyst® (CDFA®) designation. She works closely with individuals going through divorce, offering compassionate financial guidance during a time when clarity and support are most needed. Her goal is to help clients feel empowered and informed as they make decisions that shape their financial future.

Outside of the office, Desiree enjoys life in Denver with her husband Damon and their two children, Dillon and Annarose. Whether she’s skiing, cheering from the sidelines at a game, or enjoying the outdoors with her family, she brings the same energy and heart to her personal life as she does to her practice.