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

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

President, Senior Wealth & Tax Advisor

How I can help you:  Ann Marie is the Founder of Hadad-Milinazzo Financial Group. Growing up in her family’s small business, she learned the impact of sound and genuine financial advice.  Ann Marie established the firm nearly 30 years ago with the sole purpose of providing such advice to her clients. She is passionate about working with clients to create a financial plan to reach their unique dreams and goals. She oversees the firm’s operations and continues to shape its strategy, culture, and vision.

What makes me knowledgeable:  Ann Marie started HMFG as a tax practice in 1992 and began offering comprehensive and customized financial planning and investment services in 1994. Ann Marie is a recipient of the Boettcher Scholarship and graduated with a Master of Accountancy from the University of Denver. She is a licensed CPA and holds the CERTIFIED FINANCIAL PLANNER™ certification. She also holds the designation of Personal Financial Specialist from the AICPA, is a Certified Senior Advisor, and a Certified Income Specialist. Ann Marie holds the Series 6, 7, 63 and 65 securities registrations as well as her insurance licenses.

Getting to know me:  Ann Marie and her husband, Dan, have been married for more than 30 years. Their two sons, Christopher and Ryan, graduated from the University of Colorado. They have both joined Ann Marie at the firm and she is excited to work side by side with them every day. She is involved with her church as a Eucharistic Minister and participates in various programs. Ann Marie and Dan enjoy spending time with family and friends, going to Broncos football games, working in their yard, watching movies/the cooking channel and traveling.