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 also holds the designation of Personal Financial Specialist from the AICPA, is a Certified Senior Advisor, and a Certified Income Specialist. She also holds multiple licenses, the Series 6 - Investment Company Products/Variable Contracts Representative, Series 7 - General Securities Representative, Series 63 - Uniform Securities Agent State Law Exam, and Series 65 - NASAA-Investment Advisors Law Exam. Her certificates, designations, securities & insurance licenses enable her to recommend diverse solutions to meet her clients' unique needs and goals. She constantly enhances her current knowledge by attending continuing education courses and various conferences.
Ann Marie started her tax practice in 1992. She soon found that the extensive knowledge gathered when preparing her clients’ tax returns presented an opportunity to further help individuals and small businesses with financial planning. Helping clients create a unique financial plan to pursue their goals and dreams is extremely rewarding for her.
Ann Marie is married to Dan Milinazzo, Director of Safety and Health with Hensel Phelps Construction Company. They have two sons and recently celebrated their 30th anniversary. Christopher graduated from the University of Colorado at Boulder in 2013 and Ryan in 2016. Both boys were Ralphie Handlers at CU and as a result, Ralphie has become an important part of her family. Ann Marie is fortunate to have Christopher and Ryan working side-by-side with her at Hadad-Milinazzo Financial Group, helping clients leave a legacy for their families. Ann Marie and Dan enjoy spending time with their family and friends, going to Broncos and Buffaloes football games, working in their yard, watching movies/the cooking channel, and traveling.