Interests
Hanging out with my sons Palmer and David, David’s wife Kristin, and my 2 grandsons, Jackson (4) and Jamie (2). Palmer is a Junior at Colorado Mesa University in Grand Junction, CO. He’s on Colorado Mesa’s ski race team. David and family live in San Diego. I’m passionate about trips in my Corvette. My bucket list includes Corvette trips to every Presidential library and museum and all the major military aircraft museums.
Professional
- President, Colorado Society of Certified Public Accountants, 1997-1998
- Chair, Investment Committee, Colorado Society of Certified Public Accountants, 1998 to present
- Council Member, American Institute of Certified Public Accountants, 1996 – 2000
- President, Rocky Mountain Estate Planning Council, 1991 - 1992.
- President, National CPA Network, 1987 – 1990
- Chair, Computer Services Committee, Colorado Society of Certified Public Accountants, 1985 - 1986.
- Chair, Federal Taxation Committee, Colorado Society of Certified Public Accountants, 1980 - 1982.
- Elected member, Executive Advisory Board of the National Association of Certified Valuation Analysts (NACVA), 2006 – 2009.
- Co-chair, Financial Literacy Task Force of the Colorado Society of Certified Public Accountants, 2005 – 2007.
Areas of Focus
- Family Wealth Management
- Retirement Planning Strategies
- Advanced Income Tax Planning Strategies
Qualifications
- Certified Public Accountant (CPA)
- AICPA’s Personal Financial Specialist (PFS)
Education
- Bachelor of Science in Accounting from Case Western University
- Masters degree in Taxation from the University of Denver