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Due to predicted weather conditions, our office will have shortened hours on Thursday, 12/22, from 10 am to 4pm. Our Office will also be closed from Dec 23 to Dec 26 in observance of Christmas. We will return to regular business hours on Tuesday, Dec 27. Have a happy and safe holiday weekend.
Due to predicted weather conditions, our office will have shortened hours on Thursday, 12/22, from 10 am to 4pm. Our Office will also be closed from Dec 23 to Dec 26 in observance of Christmas. We will return to regular business hours on Tuesday, Dec 27. Have a happy and safe holiday weekend.
Bernie has been in public accounting since 1995. His specialties include working with small business owners, relatively high net worth individuals, and real estate companies. He also provides financial planning and Social Security planning services and maintains his designations through the CFP Board and the National Social Security Association, LLC.
Bernie is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and is also a licensed Certified Financial Planner. He was involved in the Housing and Building Association of Colorado Springs and formerly served on the board of HBA Cares. In 2022, Bernie joined University of Colorado Colorado Springs College of Business as an adjust instructor of taxation.
Credentials: CPA, CFP®, NSSA®, RICP
Education: B.S.B.A., Duquesne University in Pittsburgh, PA; M.B.A., University of Colorado Colorado Springs; MS in Taxation, Northeastern University
CPA License Number: 16397