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Summer hours are in effect: Our offices close at NOON on Fridays from May 17th to July 12th
Please note: Our offices will be closed on July 16 and 17 for Employee Appreciation Days.
Summer hours are in effect: Our offices close at NOON on Fridays from May 17th to July 12th
Please note: Our offices will be closed on July 16 and 17 for Employee Appreciation Days.
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 been in public accounting since 1986. Her specialties include estate planning, estate and gift tax and the taxation of trusts.
Ann is member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). Ann is certified as an Accredited Estate Planner® (AEP®), a designee by the National Association of Estate Planners & Councils (NAEPC). She is a member of the Probate Section of the El Paso County Bar Association, a member and past President of the Estate Planning Council of Colorado Springs and serves on 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.