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

President, Senior Wealth 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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Marcie Strand

Director of First Impressions

Marcie has been with the Firm since 2012. As our Director of First Impressions, Marcie is your first point of contact and will ensure that your experience is both pleasant and successful. She will assist in making appointments,...

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