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Team

 

Lance Grothe, CPA/PFS, CFP®

 

Tax & Financial Planner

(303) 644-4600

lance@grothefinancial.com

 
For 25 years I have been Integrating Tax and Financial Services to provide Holistic Planning. 
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Peggy Virden

Tax & Office Assistant

(303) 644-4600

peggy@grothefinancial.com

I enjoy assisting our clients with Bookkeeping and Taxes. Lance and I have been working together for the last 15 years to serve our clients.

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Kristy Funk

Office Administrative Assistant

(303) 644-4600

kristy@grothefinancial.com

After earning my Accounting Degree from the University of Nebraska at Omaha, I worked 37 years for the Nebraska Department of Revenue. I helped taxpayers and business owners meet their tax filing requirements. I use that knowledge to...

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Tara Palmer

Bookkeeping Associate

303-644-4600

303-800-0393

tara@grothefinancial.com

Tara has worked in QuickBooks for many years. She is a QuickBooks ProAdvisor. And she is a great resource for people wanting assistance with their bookkeeping.

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