I grew up in Brighton, Colorado, the son of a small business owner. I understand the challenges and the rewards of Business Ownership.
I earned a Bachelor of Science in business finance from the University of Colorado at Boulder. After taking additional courses in accounting from the University of Nebraska at Omaha, I received a license to practice as a CPA.
My CPA practice was opened in Strasburg, Colorado in 1993. Financial Services were added to the Tax and Accounting Services in 1995.
I received the CERTIFIED FINANCIAL PLANNER™ designation after taking classes with the College for Financial Planning. Later, I earned a masters degree in Tax and Accounting from Metropolitan State University of Denver. I am a CPA, Financial Planner, a member of the AICPA Personal Financial Planning Section. This is the "PFS" associated with "CPA."
Clients are best served by professionals who Integrate Tax and Financial Services to provide Holistic Planning.
Colorado CPA license #133228