Frances M. Mickelson

Global Legacy & Insurance Strategy Advisor

Global Legacy & Insurance Strategy Advisor

Frances has served affluent families and individuals worldwide for nearly fifteen years.  She believes in the protection and preservation of wealth and business for future generations.  Clients with worldwide assets require special cross border considerations.  Frances assists clients and their trusted advisor team with educating them on the multi-national wealth transfer strategies that are available and providing funding solutions through the use of tax efficient life insurance.  Having come from a family-owned business herself, Frances is particularly passionate about successful business transitions and preparing the next generation for what they will receive. 

In her current role as the head of Cornerstone Advisors’ international practice, Frances’ primary focus is serving affluent individuals, families and business owners in the Latin American and Caribbean markets.  Frances speaks fluent Spanish and is of Colombian descent.  Her love, pride and passion for her family and culture motivated Frances to open this market and has given her the privilege of being of service to her international clients. 

After studying International Business at Northern Illinois University, Frances’ ambitions led her to move to Denver, Colorado, in pursuit of a mountain lifestyle.  She is currently studying for her Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Chartered Advisor in Philanthropy (CAP) designations.  Frances holds a Colorado Life, Health and Long Term Care license.  Whether traveling the globe, hiking in the mountains, or splashing in the ocean, Frances is most content with her husband, Pat, at her side and her dog, Thea, and toilet-trained cat, Willie, nearby. 

Frances’ passions and dedication extend beyond the walls of the office.  She is a proud and active participant in the following: