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...
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...
Christopher Milinazzo, CFP®
Wealth Advisor
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...
Karen Demgen CFP® CPA®
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...
Ryan Milinazzo, CPA
Tax & Wealth Advisor