Professional Advisors Attorneys Judith Carlson Carlson2@colorado.net Ron Carlson Ron@ccdlawyers.com Paul Dunkelman paul@ccdlawyers.com 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 970 668 0912 C 970 389 9113 saevanczyk@comcast.net www.saefamilylaw.com Eric A. Fisher, Esq. PO Box 4865 T 970 668 1949 F 970 668 1951 eric@ericfisher.org www.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 970 453 2901 F 970 453 0192 fhuntley@westbrown.com www.westbrown.com L. William Schmidt, Jr. Of Counsel Holland & Hart LLP 555 17th Street, Suite 3200 Denver, CO 80202 Mail to: PO Box 8749 Denver, CO 80201 8749 T 303 295 8540 F 303 974 1155 lwschmidt@hollandhart.com Robert "Sonny" Wiegand II Wiegand Attorneys & Counselors, LLC 291 Gold King Way 0441 T 970 390 6587 F 707 922 1047 Inquiry@WiegandAttorneys.com http://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 1639 322 N. Main Street T 970 453 0950 F 970 453 2622 calwil@colorado.net Areas of Practice: Real estate; Conservation Easements; General Business; Estate Planning
CPAs Kevin Neumaier, CPA Tax Senior Manager Eide Bailly, LLP PO Box 628 90 Madison Avenue T 970 668 2904 Kneumaier@eidebailly.com www.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 970 453 9517 scorkper57@gmail.com Teresia Quandt Quandt & Snow, LLC PO Box 5630 T 970 668 5850 F 970 668 8296 Teresia@quandtandsnow.com www.quandtandsnow.com Laura Snow Pertl, CPA, MBA Quandt & Snow, LLC PO Box 5630 T 970 668 5850 F 970 668 8296 laura@quandtandsnow.com www.quandtandsnow.com Laura Steben, CPA 610 Main St PO Box 4490 T 970 668 8484 F 970 668 3994 lstebencpa@gmail.com Larry D. Stone Stone CPA 970.668.0772 970.668.0434 888.668.0772 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 4533 610 Main St., Unit #15 4533 T 970 668 4776 F 970 668 3065 mike@summitbookkeeping.com www.summitbookkeeping.com Full charge bookkeeping and payroll processing services for small to medium businesses, non profits and Home Owner s Associations.
Financial Planners & Investment Advisors Aleda Kresge, CFP 113 County Road 1041 PO Box 1318 T 970 668 8448 F 970 668 8501 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 970 668 5700 or 877 543 5444 F 970 668 5701 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 80498 610 Main St. Suite 15 T 970 468 8800 or 800 468 8870 F 970 668 0365 robert.lau@lpl.com www.lpladvisorweb.com/robert.lau works with mid to high net worth individuals, helping them manage their investment assets Kevin McDonald, Financial Advisor New Path Capital Advisors PO Box 24454 Silverthorne, CO 80497 T 970 468 0654 F 970 468 0749 kevinm@newpathadvisors.com www.newpathadvisors.com Mark Nunn Edward Jones Financial Advisor 975 N Ten Mile Dr., Suite E3 PO Box 4880 T 970 668 3811 mark.nunn@edwardjones.com www.edwardjones.com expertise in mutual funds, stocks, bonds, insurance, retirement planning Chad Robinson, Financial Advisor 701 Granite Street, Suite 250 PO Box 1354 T 970 668 9929 F 970 668 9939 chad.robinson@lpl.com Maryann Ruck Integrated Wealth Strategies, Inc. The Registry 1113 Spruce Street Boulder, CO 80302 T 303 381 2567 C 970 214 2460 F 303 484 7773 maryann.ruck@lpl.com www.integratedwealthstrategiesinc.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 970 668 5525 steve@rightpathinvestments.com www.rightpathinvestments.com John Woods, Jr. Senior Vice President, Wealth Management Senior Portfolio Manager Morgan Stanley Smith Barney LLC P.O. Box 5887 T 970 547 0700 John.woods.jr@morganstanleysmithbarney.com
Family Wealth Advisors Stephanie Bruno, CFP, CLU Certified Private Wealth Advisor SM Cascade Financial Management, Inc. 1512 Larimer Street, Suite 250 Denver, CO 80202 T 303 292 1121 F 303 292 2942 sbruno@cascade inc.com www.stephforsuccess.com Blog www.cascade inc.com www.linkedin.com/in/stephbruno 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 80544 T 303 652 4981 C 303 887 5779 kristin@kineticenterprise.com www.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 80033 T 303 420 2908 courtney@pullenconsulting.com www.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.
Lending Blake Davis Executive Vice President FirstBank of Summit County PO Box 7129 200 Ski Hill Road T 970 547 3843 F 970 547 3847 Blake.Davis@efirstbank.com Brett Hughes Bank of the West 106 N French St / PO Box 908 T 970 547 2049 brett.hughes@bankofthewest.com mortgage lending Mary Patrick Moorefield Bank of the West 106 N French St / PO Box 908 T 970 547 2047 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) 668 2403 F (970) 668 1585 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 970 453 5970 or Kasey@summitfoundation.org.