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Summer hours are in effect: Our offices close at NOON on Fridays from May 17th to July 12th
Our offices will be closed on December 24, December 25, and January 1.
Friday, December 27, is the last day of our winter hours, with offices closing at noon MST.
Summer hours are in effect: Our offices close at NOON on Fridays from May 17th to July 12th
Our offices will be closed on December 24, December 25, and January 1.
Friday, December 27, is the last day of our winter hours, with offices closing at noon MST.
Eric has been in public accounting since 1977 with significant
experience serving a variety of real estate, manufacturing and small business clients. He also provides estate planning services to high net worth individuals and maintains his designation as a Personal Financial Specialist (PFS℠) through the AICPA.
Eric is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA), the Estate Planning Council of Colorado Springs, the University of Colorado Colorado Springs Ambassadors and the University’s Reach Your Peak Scholarship Advisory Board. He is the chairman of the Foundation for Colorado Springs’ Future and formerly served as chairman of the Audit and Ethics Committee for the United States Anti-Doping Agency.
Eric enjoys golfing and skiing.
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.
Judy has extensive experience working with high net worth individuals throughout her career in banking and seven years of owning her own business providing customized concierge services to her clients. Services she provided included simple tasks such as personal shopping, making travel arrangements and managing household service providers to complex project management of a data center consolidation for a Fortune 500 Company.
Judy thrives on identifying the needs of her clients and providing solutions to meet those needs. In her role, Judy will employ a structured approach to work closely with families to manage their personal affairs and ease the burden of the administrative responsibilities. She will provide a broad spectrum of family office services that are designed and coordinated with key members of your investment and business team.
Judy has a private rating in helicopter and single engine aircraft. Her hobbies include camping, boating, hiking and spending time with her family.