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...
