Experience

Steve has been in public accounting since 1983, with significant experience serving nonprofit organizations, healthcare organizations, governmental entities and small- to mid-size businesses.

Professional + Community Involvement

Steve is a member of the American Institute of Certified Public Accountants (AICPA), the Colorado Society of Certified Public Accountants (COCPA) and is an accredited Certified Valuation Analyst (CVA) since 2000. He is a member of the Board of Directors of Pikes Peak Hospice and Palliative Care.

Hobbies + Interests

Steve enjoys golf, skiing and travel.

Experience

Judy has been in public accounting since 1985, with significant experience serving real estate partnerships, S Corporations, medical + dental practices, nonprofit organizations, small business clients and financial institutions.

She is experienced with providing tax planning for high net worth individuals and chairs the firm’s medical + dental practice group. Judy has an extensive background with S-Corporation tax returns across all industries including real estate entities, manufacturing companies, family groups and banks and financial institutions.

Professional + Community Involvement

Judy is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). Judy is currently a board member for the Chamber of Commerce and EDC Economic Development Advisory Committee as well as the Treasurer and board member for Pike Ride. Judy served on the Woman of Influence (WOI) planning and selection committee for several years and is a former board member for the Fire Foundation of Colorado Springs. She previously served on the finance committee of several boards including SET of Colorado Springs and the Better Business Bureau.

Judy is also the past recipient of the Women of Influence award and the CSBJ Healthiest Executive Award.

Hobbies + Interests

Judy enjoys biking, tennis, hiking, skiing and travel.

Experience

Dave has been in public accounting since 1975. His experience includes performing, planning and supervising audits of numerous companies in virtually all segments of the southern Colorado economy. He has worked for clients with revenues ranging from none to in excess of $200 million. He specializes in financial institutions, healthcare, real estate and high tech industries.

His experience in valuation encompasses multiple industries and situations, such as estate and gift tax, buy/sell transactions and matrimonial dispute. Dave has testified in a variety of situations involving lost profits and accounting and auditing issues.

Professional + Community Involvement

Dave is a member of the American Institute of Certified Public Accountants (AICPA) and the Colorado Society of Certified Public Accountants (COCPA). He has been an accredited Certified Valuation Analyst since 1998. He was previously a member of the COCPA Small Business, Real Estate and Nonprofit committees and a member of the AICPA Forensic and Litigation Services committee.

He serves as secretary of the Garden of the Gods Foundation. He was appointed in 1999 by the Governor to the Board of the Colorado Education and Cultural Facilities Authority (a State of Colorado conduit debt issuer) and served as chairman during his tenure.

Dave is also involved with many local community organizations, including The Pikes Peak Council, Boy Scouts of America,  Community Partnership for Child Development (Head Start), Pikes Peak United Way, Pikes Peak Mental Health Center, Pikes Peak Foundation for Mental Health, Palmer Land Trust and the Colorado Springs Economic Development Corporation.