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Team

 

Ann Marie Milinazzo CPA/PFS, CFP®, CSA, CIS

President, Senior Wealth & Tax Advisor

Ann Marie, a recipient of the Boettcher Scholarship, graduated with a Master of Accounting from the University of Denver in 1987. She received her CPA license in 1987 and her Certified Financial Planner® designation in 1994. She...

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Linda Lebeda

Senior Wealth Advisor

Linda graduated with honors from the University of Wyoming in 1979 with a Bachelor of Science degree in accounting. She is a Certified Public Accountant and is Series 6 and 63 securities licensed. Linda has always been especially...

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Christopher graduated with a Finance Degree from the Leeds Business School at the University of Colorado at Boulder. Prior to joining the Firm in 2015, he worked for Antero Resources as a Production Technician providing analysis and...

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Karen Demgen

Senior Tax Advisor

Karen is insurance licensed in Colorado,is a Certified Public Accountant and Certified Financial Planner. She has been involved in the income tax and financial planning industries for over 30 years assisting individuals and small...

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Ryan Milinazzo, CPA

Tax & Wealth Advisor

Sydney Morales

Client Service Manager