Team
Lance Grothe, CPA/PFS, CFP®
Tax & Financial Planner
For 25 years I have been Integrating Tax and Financial Services to provide Holistic Planning.
Peggy Virden
Tax & Office Assistant
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.
Kristy Funk
Office Administrative Assistant
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...
Tara Palmer
Bookkeeping Associate
303-800-0393
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.