Summer hours are in effect: Our offices close at NOON on Fridays from May 17th to July 12th
Our offices are closed tomorrow 1/7/25 from 8am – 1pm for a firm event. Thank you.
Summer hours are in effect: Our offices close at NOON on Fridays from May 17th to July 12th
Our offices are closed tomorrow 1/7/25 from 8am – 1pm for a firm event. Thank you.
With over fifteen years experience in public accounting, Kyle provides top-quality assurance services across various industries, including distribution, manufacturing, technology, and employee benefit plans. His expertise covers audits,, reviews, EBP audits, and due diligence, while consistently exceeding client expectations and ensuring compliance with professional standards.
Kyle is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA).
Kyle enjoys playing with his kids and working on his classic car.
Ann has over three decades of experience in public accounting. She specializes in estate planning, estate and gift tax, the taxation of trusts, and services to high-net-worth clients. Ann also leads our Family Office Group, providing personalized and strategic financial guidance.
Ann is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). She holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association and is an Accredited Estate Planner® (AEP®), certified by the National Association of Estate Planners and Councils (NAEPC). Ann is also an active member of the Probate Section of the El Paso County Bar Association, serves as a board member of the Estate Planning Council of Colorado Springs, and contributes to the Pikes Peak Community Foundation Practice Advisors Council.
Ann enjoys reading, gardening and travel.
Buddy has been in public accounting since 2008 and specializes in serving auto dealers, construction clients and high-net worth individuals. He also provides business valuation services and maintains his designation as a certified valuation analyst through the National Association of Certified Valuators and Analysts® (NACVA®).
Buddy is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and UCCS Alumni Association. A passionate supporter of the Colorado community, Buddy was honored as a Rising Star in 2016. Additionally, Buddy was recognized as a 40 under Forty Award by National Association of Certified Valuators and Analysts® (NACVA®) in 2019.
In 2022, Buddy was recognized by the Construction Financial Management Association (CFMA) as a Rising Star, an honor given to leaders under 40 for their positive impact on companies in the construction industry
Buddy enjoys fishing, hiking, camping, hunting, movies and volunteering.
Matt has been in public accounting since 2005. He has served a wide range of individual and business clients and has extensive experience in the real estate, construction, natural resources, franchising, manufacturing + distribution, retail, professional services, and technology industries. Matt has assisted numerous clients with entity structuring, complex partnership allocations, section 704(b)/waterfall liquidation/targeted capital analysis, mergers and acquisitions, and section 1031 exchanges.
Matt is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA).
Matt enjoys skiing/snowboarding, camping, hiking, and visiting national parks with his family.
Claudia has been in administration for public accounting since 2015.