Lily Beitel-Horton

As a Wealth Advisor, Lily takes a creative approach to helping individuals and families achieve their personal and financial goals, from sustainable investment strategies to philanthropic planning and generational wealth transfers. She focuses on building long-lasting relationships rooted in mutual trust and respect, with the goal of helping clients develop a strong sense of financial confidence and security.

Lily’s multidisciplinary background, spanning Women’s Studies, Music, and International Affairs, shapes the creative approach she brings to wealth management. She began her career in wealth management in 2013 during a decade spent living in Washington, DC, working at two large firms before joining BSW Wealth Partners, drawn by its roots as a female-founded, impact-oriented firm, where she remained until it became part of Sequoia in 2026. Lily holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and graduated from The George Washington University with a Bachelor of Arts in international affairs and women’s studies.

Originally from Connecticut, Lily’s love of the outdoors took her to Colorado. Outside of the office, she spends her time running, hiking, biking, reading, and playing the violin. She also treasures time with her family and two orange cats.