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Insurance Shouldn’t Feel Confusing, Rushed,
or Transactional.



​It Should Feel Intentional.
​​


At BuildWISE Insurance & Finance, we help contractors, property investors, and families build resilient wealth by starting with a Foundation Review—so coverage supports long-term goals, not just today’s needs.
Build My Financial Foundation
​Start with a quote or strategic review.
No pressure.​ Just clarity. Always.

Like to Speak With Us Directly?
​ (720) 389-7651

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Need a Quote Right Now?

If you already know what you need, we’ll move quickly—while still making sure it’s done correctly.
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Why We Start With A Foundation Review

Insurance decisions rarely exist in isolation. A policy that appears adequate on its own can create gaps, overlaps, or unnecessary exposure when it isn’t aligned with your full picture—your assets, your business, your family, and your long-term goals.

That’s why BuildWISE Insurance & Finance begins with a Foundation Review.

Before recommending coverage or providing quotes, we take the time to understand what you’ve built, what you’re growing, and where you’re headed. This education-first approach allows us to identify risks, clarify priorities, and ensure your insurance supports your broader financial strategy—not just today’s immediate need.
​

For clients who already know exactly what coverage they need, we’re happy to move efficiently into quoting. For everyone else, starting with a Foundation Review leads to clearer decisions, stronger protection, and fewer surprises down the road.
​

Insurance shouldn’t feel rushed or transactional. It should feel intentional, informed, and built to last.
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schedule my foundation review
We’ll let you know quickly if a quote makes sense—or if another step would better protect you.

About Our Agency

Organizations we support:

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We have been serving Colorado contractors, investors, and families since 2018.

​BuildWISE Insurance & Finance is an education-driven insurance and financial agency that helps contractors, property investors, and families build resilient wealth by treating insurance as a strategic financial foundation—not just another bill.

We position protection as the first chapter in every wealth story, integrating personal, commercial, and life-based financial solutions into a cohesive framework that supports protection, growth, leverage, tax efficiency, and legacy planning.

Unlike transactional agencies that sell policies in isolation, BuildWISE acts as a trusted educator and strategic partner, guiding our clients through informed decisions that protect what they’ve built, support what they’re growing, and prepare them for what comes next.

Our clients don’t just buy insurance—they gain clarity, confidence, and a smarter path to long-term financial strength. This education-first approach helps our clients avoid coverage gaps, surprises, and rushed decisions.

Schedule a strategic review to see how insurance, risk, and wealth planning should work together—intentionally and intelligently.
Build My financial Foundation

​BuildHER Impact

BuildHER Impact is a community for women who want to grow with intention—personally, professionally, and financially.

Through expert-led education, real-world tools, and meaningful connection, we help women build strong foundations, make confident decisions, and create momentum toward the future they envision.
​
Focus Areas:
  • Personal development
  • Business leadership
  • Financial empowerment
Learn More About BuildHER Impact
Multiracial women gather in a meeting photo
A women’s education initiative founded by BuildWISE Insurance & Finance

Client Testimonials

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Shauna is incredibly knowledgeable when it comes to insurance for the trades. She really understands how to lower liability and protect your business without overpaying. If you're in a high-risk field you want someone like Shauna in your corner. Highly recommend.

- Caleb C.

This is hands down the best place and "GO TO" for insurance! Shauna is super responsive, has an amazing team, and ALWAYS goes above and beyond to deliver! My business involves high volume real estate transactions, and I have saved tens of thousands of dollars after switching to them. HIGHLY RECOMMEND!

- Jaylon C.

Shauna literally makes magic happen as an insurance agent! When no one else was taking my adult daycare. She made it work and got me the best commercial coverage out there for the best rate!

- M Fast

Shauna is hands down the BEST insurance agent around. Whether it’s home, auto, or commercial coverage—she’s got you covered with expert advice, fast responses, and a genuine care for her clients. I’ve never felt more confident or supported in navigating insurance. If you need help, seriously look no further. Shauna is the real deal!

- Jordan D.

Shauna was awesome to work with. She took the time to explain everything to me so that I fully understood everything. She was very patient and not pushy at all. She had so many great recommendations to get my custom policy just right. Shauna got me the best deal and I cant thank her enough. I highly recommend her for anybody. Thanks Shauna

- David S.

❮ ❯
Read more client reviews of our agency  >

Ready to build your insurance foundation
​the right way?​

build my financial foundation
​Location:
215 Cheesman St, Suite M, 
Erie, CO 80516​
Directions
Phone: (720) 389-7651
Fax: (720) 389-7651
Email: [email protected] 
​Agency Hours:
Monday - Thursday: 9:00am - 5:00pm
Friday: - 9:00am - 3:30pm

We're proud to represent great insurance carriers like:

Liberty Mutual
Nationwide Insurance
Philadelphia Insurance Companies
Progressive
The Hartford
Travelers Insurance

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BuildWISE Insurance & Finance
215 Cheesman St, Suite M, 
Erie, CO 80516
(720) 389-7651
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  • Home
  • START HERE
  • About Us
  • Builder's Risk
  • Living Benefits
  • BuildHER Impact
  • Trusted Business Partners
    • Automotive
    • Business Support & Supplies
    • Computer & Electronics
    • Contractors
    • Education
    • Entertainment
    • Financial
    • Food & Dining
    • Health & Medicine
    • Real Estate
  • Blog
  • Contact