Professional Advisors

Transcription

1 Professional Advisors Attorneys Judith Carlson Ron Carlson Paul Dunkelman Practice Areas: Estate Planning, Wills and Trusts, Probate, Civil Litigation, Family Law, Business and Real Estate Sara A Evanczyk, Esq. The Law Office of Sara A. Evanczyk, LLC 310 Main Street PO Box 2807 T C saevanczyk@comcast.net Eric A. Fisher, Esq. PO Box 4865 T F eric@ericfisher.org business, contracts, real estate and immigration Felice F. Huntley, Esq. West, Brown, Huntley & Hunter, P.C. 100 S. Ridge Street, Suite 204 PO Box 588 T F fhuntley@westbrown.com L. William Schmidt, Jr. Of Counsel Holland & Hart LLP th Street, Suite 3200 Denver, CO Mail to: PO Box 8749 Denver, CO T F lwschmidt@hollandhart.com Robert "Sonny" Wiegand II Wiegand Attorneys & Counselors, LLC 291 Gold King Way 0441 T F Inquiry@WiegandAttorneys.com Practice areas: Tax Law, Personal and Business Planning, Estates, Trusts, & Probate, Succession Planning for Individuals and Businesses Kent B. Willis Willis & Associates, PC PO Box N. Main Street T F calwil@colorado.net Areas of Practice: Real estate; Conservation Easements; General Business; Estate Planning

2 CPAs Kevin Neumaier, CPA Tax Senior Manager Eide Bailly, LLP PO Box Madison Avenue T Kneumaier@eidebailly.com Eide Bailly is a full service CPA firm practicing in a full range of professional services including tax compliance and planning, accounting, audit, forensic, business valuations, and estate planning. Fred Lippman PO Box 6343 T scorkper57@gmail.com Teresia Quandt Quandt & Snow, LLC PO Box 5630 T F Teresia@quandtandsnow.com Laura Snow Pertl, CPA, MBA Quandt & Snow, LLC PO Box 5630 T F laura@quandtandsnow.com Laura Steben, CPA 610 Main St PO Box 4490 T F lstebencpa@gmail.com Larry D. Stone Stone CPA larry@stone cpa.com specializing in tax preparation and planning, and business and private investment planning Bookkeeping/Payroll Processing Michael J Kurth Summit Bookkeeping & Payroll Inc. PO Box Main St., Unit # T F mike@summitbookkeeping.com Full charge bookkeeping and payroll processing services for small to medium businesses, non profits and Home Owner s Associations.

3 Financial Planners & Investment Advisors Aleda Kresge, CFP 113 County Road 1041 PO Box 1318 T F aleda@affinitywmg.com Focus on comprehensive financial planning and wealth management including investment and asset management, tax, estate and business planning, college funding, and financial divorce mediation. Securities offered through LPL Financial, Member FINRA/SIPC. E. Ronald Lara CFP President Lara, Shull & May LLC PO Box 2744 T or F ronl@larashullmay.com Integrating the tax & investment planning to achieve clients retirement & lifetime goals. Noted for utilization of gift planning strategies to help clients achieve their goals. Robert F. Lau Registered Principal LPL Financial Member FINRA/SIPC PO Box 2869 Silverthorne, CO Main St. Suite 15 T or F robert.lau@lpl.com works with mid to high net worth individuals, helping them manage their investment assets Kevin McDonald, Financial Advisor New Path Capital Advisors PO Box Silverthorne, CO T F kevinm@newpathadvisors.com Mark Nunn Edward Jones Financial Advisor 975 N Ten Mile Dr., Suite E3 PO Box 4880 T mark.nunn@edwardjones.com expertise in mutual funds, stocks, bonds, insurance, retirement planning Chad Robinson, Financial Advisor 701 Granite Street, Suite 250 PO Box 1354 T F chad.robinson@lpl.com Maryann Ruck Integrated Wealth Strategies, Inc. The Registry 1113 Spruce Street Boulder, CO T C F maryann.ruck@lpl.com Comprehensive wealth management, including portfolio analysis and asset allocation design, risk management, retirement planning, tax planning, estate planning. Steven R. Smith, JD, CFP RightPath Investments & Financial Planning, Inc. PO Box 208 T steve@rightpathinvestments.com John Woods, Jr. Senior Vice President, Wealth Management Senior Portfolio Manager Morgan Stanley Smith Barney LLC P.O. Box 5887 T John.woods.jr@morganstanleysmithbarney.com

4 Family Wealth Advisors Stephanie Bruno, CFP, CLU Certified Private Wealth Advisor SM Cascade Financial Management, Inc Larimer Street, Suite 250 Denver, CO T F sbruno@cascade inc.com Blog inc.com expertise in Financial Literacy (especially for women and wealth inheritors), Financial Planning, Investment Management, Asset Protection, Estate Planning, Charitable Planning, Concentrated Stock positions and Options, and Money Mind Sets. Kristin Wehner Keffeler, MSM Principal, Kinetic Enterprise, LLC PO Box 255 Niwot, CO T C kristin@kineticenterprise.com Helping wealth inheritors build the Courage and Capacity to bring their Big Ideas to life. Courtney Pullen, PCC Pullen Consulting 4099 Field Dr. Wheat Ridge, CO T courtney@pullenconsulting.com Pullen Consulting Group specializes in helping families navigate the complexity of managing the behavioral aspects of wealth working with families who aspire to move from simply good to exceptional.

5 Lending Blake Davis Executive Vice President FirstBank of Summit County PO Box Ski Hill Road T F Blake.Davis@efirstbank.com Brett Hughes Bank of the West 106 N French St / PO Box 908 T brett.hughes@bankofthewest.com mortgage lending Mary Patrick Moorefield Bank of the West 106 N French St / PO Box 908 T MaryPatrick.Moorefield@bankofthewest.com construction lending Jon Ulrich Summit County Business Banking Wells Fargo Bank 842 N Summit Blvd., Suite 21 PO Box 4340 T (970) F (970) jon.ulrich@wellsfargo.com Please note, through this listing, The Summit Foundation has not vetted and neither endorses nor recommends individual advisors, but rather, provides this information as a courtesy to donors and professional advisors and their clients. If you are a professional advisor interested in being a part of the listing, or would prefer to be removed from this listing, please contact Kasey Geoghegan at The Summit Foundation at or Kasey@summitfoundation.org.