Alphabetical Listing of WEPC Members

 

Listed alphabetically by last name

 

Jordan Ausman

Trilogy Financial Services

2000 S. Colorado Blvd., Tower One, Ste. 11100

Denver, CO 80222

303-300-3323 x5138

jordan.ausman@trilogyfs.com

Tamara Barkdoll, MBA

P.O. Box 1060

Denver, CO 80222

303-756-5003

tbarkdoll@hotmail.com

Arlene Barringer

Glatstein & O'Brien, LLP

2696 S. Colorado Blvd., #350

Denver, CO 80222

303-757-4342

arlene@denverprobatelaw.com

Mary Milan Bock

Duncan & Thompson, LLC

155 S. Madison Street, #324

Denver, CO 80209

303-333-3500

mmb@mywdo.com

Sheryl L. Brake

Eide Bailly, LLP

2960 Center Green Court

Boulder, CO 80301

303-443-1911

sbrake@eidebailly.com

Megan Brand

Colorado Fund for People with Disabilities

1355 S. Colorado Blvd., #120

Denver, CO 80222

303-476-6315

mbrand@cfpdtrust.org

Stephanie Brennan

Hurth, Yeager, Sisk & Blakemore, LLP

P.O. Box 17850

Boulder, CO 80308

303-443-7900

sbrennan@hurth.com

Elizabeth A. Bryant

Elizabeth A. Bryant, PC

1866 Vine Street

Denver, CO 80206

303-398-4000

ebryant@eablaw.com

Michelle R. Canerday

Baker & Hostetler, LLP

303 E. 17th Avenue, #1100

Denver, CO 80203

303-861-0600

mcanerday@bakerlaw.com

C. Elaine Carleton

Carleton Law Firm, LLC

1580 Lincoln Street, #700

Denver, CO 80203

303-825-1125

ecarleton@carletonlawfirm.com

Kate Carr, CFP, CPA

BKD, LLP

1700 Lincoln Street, #1400

Denver, CO 80203

303-861-4545

kcarr@bkd.com

Marcy Carroll

Investment Trust Company

3200 Cherry Creek South Drive, #730

Denver, CO 80209

303-778-6800

mlc@investmenttrust.com

Barbara Cashman

Law Office of Barbara Cashman, LLC

3600 S. Yosemite Street, #600

Denver, CO 80237

303-266-5466

barb@hahnlawandmediation.com

Shari D. Caton

Poskus Caton Klein, PC

303 E. 17th Ave., #900

Denver, CO 80203

303-832-1600

caton@poskuscatonklein.com

Karen M. Cecile, MBA, MA, FLMI

Financial Designs Ltd.

1775 Sherman Street #1800

Denver, CO 80203

303-832-6100

kcecile@fdltd.com

 

Pamela Bynum Christmas

Argus Home Health Care

1627 Vine Street

Denver, CO 80206

303-322-4100

pamelachristmas@argusofcolo.com

Fran Coet, CPA/CFF, CVA, CFP, CDFA

Coet & Coet, PC, CPAs

10875 Dover Street, #400

Westminster, CO 80021

303-426-6444

fcoet@coetandcoet.com

 

Roseanne Collison

All the Comfort of Home

4301 E. Amherst Ave., #304

Denver, CO 80222

303-346-1292

roseanne@allthecomfortofhome.net

 

Nancy R. Crow

Pendleton, Friedberg, Wilson & Hennessey, PC

1875 Lawrence Street, 10th Floor

Denver, CO 80202

303-839-1204

ncrow@penberg.com

Kimberly L. Curtis, CFP, ChFc, CLU, CAP, AEP, MSFS

Wealth Legacy Institute, Inc.

950 S. Cherry Street, #505

Denver, CO 80246

303-753-7578

kcurtis@wealthlegacyinstitute.com

 

Darla Daniel

Colorado State Bank and Trust, N.A.

1600 Broadway

Denver, CO 80202

303-864-7209

ddaniel@csbt.com

Courtney N. Davis, CFP

Kummer Financial Strategies

8871 Ridgeline Blvd., #100

Highlands Ranch, CO 80129

303-470-1209

courtdavis7@yahoo.com

Sonia Desai, CA, CBV

RGL Forensics

5619 DTC Parkway, #1010

Englewood, CO 80111

303-721-8898

sdesai@us.rgl.com

Stefanie M. Deters

Goodspeed & Merrill

7000 E. Belleview Ave, #355

Greenwood Village, CO 80111

720-473-7645

sdeters@goodspeedmerrill.com

Sheri Di Paglia, CFP

UBS Financial Services, Inc.

4643 S. Ulster Street, #1580

Denver, CO 80237

303-689-2657

sheri.r.dipaglia@ubs.com

Myra Donovan, CFP, ChFC, CLU

Eagle Strategies, LLC

3200 Cherry Creek Dr. South, #700

Denver, CO 80209

303-871-7249

medonovan@ft.newyorklife.com

Judy Dowling, CTFA

AMG National Trust Bank

6501 E. Belleview Ave., #400

Englewood, CO 80111

303-486-1456

jkdowling@amgnational.com

Melissa Dyer, CFP, MBA

Raymond James Financial Services, Inc.

10463 Park Meadows Drive, #115

Littleton, CO 80124

303-792-7341

melissa.dyer@raymondjames.com

Lisa Eastin, LL.M.

Law Office of Lisa A. Eastin, LLC

3333 S. Bannock Street, #900

Englewood, CO 80228

303-761-4900

lisa@eastinlaw.com

Teresa Fiedler, CPA

Eide Bailly, LLP

One Boulder Plaza

1801 13th St., #210

Boulder, CO 80302-5387

303-443-1911

tfiedler@eidebailly.com

Mira J. Fine, MT, CPA

Hein & Associates, LLP

717 17th Street, #1600

Denver, CO 80202

303-298-9600

mfine@heincpa.com

Linda L. Gardner, CPA, CLTC

LTC Associates, LLC

4486 Old Gate Road

Castle Rock, CO 80104

720-488-8604

linda@ltcareinfo.com

Meri Beth Giewat

U.S. Bank – Private Client Reserve

200 University Blvd.

Denver, CO 80206

303-316-5951

meri.giewat@usbank.com

Janine Guillen, JD, MBA, LLM, RN

Davis Schilken

523 Park Point Drive, #350

Golden, CO 80401

303-670-9855

jaguillen@dslawcolorado.com

Julie A. Gunkel, ChFC

Wealth Strategies Group, LLC

6455 S. Yosemite Street, #300

Greenwood Village, CO 80111

303-431-4939

jagunkel@comcast.net

Miranda Hawkins

Goddard & Goddard, PC

1444 Blake Street

Denver, CO 80202

303-292-3228

miranda@goddardandgoddard.com

Pamela L. Hesselgrave, CFP

3100 Cherry Creek Drive South, #1201

Denver, CO 80209

303-726-8856

phesselgrave@live.com

Carol Hunsaker

Preferred Benefits, LLC

458 Jackson St.

Denver, CO 80206

303-399-7655

chunsaker@q.com

Laurie Hunter

Wade Ash Woods Hill & Farley, PC

360 S. Monroe, #400

Denver, CO 80209

303-322-8943

lhunter@wadeash.com

Erica Johnson

Ambler & Keenan, LLC

950 S. Cherry Street, #1650

Denver, CO 80246

303-321-1267

erica@ambler-keenan.com

Katrina S. Jones

Katrina S. Jones, P.C.

12303 Airport Way, Ste. 200

Broomfield, CO 80021

303-327-1442

katrina@ksjelderlaw.com

Sara Jones

620-203-0522

sjones0508@gmail.com

Leslie Karotkin

The Denver Foundation

55 Madison Street, 8th Floor

Denver, CO 80206

303-996-7322

lkarotkin@denverfoundation.org

Pam Kerr

Kerr Forensic Accounting

10200 E. Girard Avenue, #B-329

Denver, CO 80231

303-696-3700

pam@kerrfa.com

Myka Marie Landry

Myka Marie Landry, Attorney at Law

15550 Highway 86

Kiowa, CO 80117

303-621-2467

mykalandry@mykalandrylaw.com

Janet M. Lee

Probst, Dallmann & Associates, P.C.

5610 Ward Road, Suite 110

Arvada, CO 80002

303-477-1484

janetl@pdacpa.com

Shari L. Lutz, CPA/ABV/CFF , ASA

Harper Lutz Zuber Hofer & Associates, LLC

1580 Lincoln Street, #1100

Denver, CO 80203

303-486-0013

lutz@hlzcpa.com

Lee A. McCue

The McTeam/Keller Williams Realty DTC

6300 S. Syracuse Way, #150

Centennial, CO 80111

303-859-0198

lee@mcteamrealestate.com

Frances Mickelson

Benefit Concepts, Inc.

5350 S. Roslyn Street, #310

Greenwood Village, CO 80111

303-531-2244

frances.mickelson@benconinc.com

Maggie Mitchell, JD, CLU, ChFC

ING

1290 Broadway

Denver, CO 80203

303-886-3984

maggie.mitchell@us.ing.com

Lauretta Moell

Wells Fargo Advisors

320 S. Teller Street, #200

Lakewood, CO 80226

303-763-8300 x322

lauretta.moell@wfadvisors.com

Heidi Mourning, CPA

GHP Horwath, PC

1670 Broadway, #3000

Denver, CO 80202

303-831-5000

hmourning@ghphorwath.com

Roseann Murray

The Murray Law Firm, LLC

1129 E. 17th Avenue

Denver, CO 80218

303-407-2050

rmurray@murraylawllc.com

Thiensa Nguyen

World Financial Group

6825 S. Galena Street, #301

Centennial, CO 80112

303-221-3639

thiensawfg@yahoo.com

Lisa V. Perry

Welborn Sullivan Meck & Tooley, PC

821 17th Street, #500

Denver, CO 80238

303-376-4476

lperry@wsmtlaw.com

Kristin A. Piñeiro

Wallace Scott, PC

1430 Larimer Street, #208

Denver, CO 80202

720-457-6131

kpineiro@wallacescottlaw.com

Sybil M. Praski, ChFC

Abacus Financial Group, LLC

650 S. Cherry Street, #800

Denver, CO 80246

303-302-0609

sybil.praski@lpl.com

Debbie Reinberg

ELDEResolutions

4123 S. Newport Way

Denver, CO 80237

303-268-2282

debbie@elderesolutions.com

Louisa M. Ritsick

Ritsick Law, LLC

44 Cook Street, #100

Denver, CO 80206

303-264-7627

lritsick@ritsicklaw.com

Mary K. Rolsch, CFP

Steele Street Bank & Trust

2897 Xenon Street

Lakewood, CO 80215

303-376-3883

mrolsch@steelstreet.com

Daniela Ronchetti

Baker Hostetler

303 E. 17th Ave., #1100

Denver, CO 80203

303-764-4060

dronchetti@bakerlaw.com

Kristine Roper

Harper Lutz Zuber Hofer & Associates, LLC

1580 Lincoln Street, #1100

Denver, CO 80203

303-486-0007

roper@hlzcpa.com

Terry A. Roper

World Financial Group and Investment Advisors, International

1444 E. 130th Drive

Thornton, CO 80241

303-931-2210

taroper55@msn.com

 

Barbara Tocker Ross

Susan R. Harris & Associates, LLC

5600 Greenwood Plaza Blvd., #255

Greenwood Village, CO 80111

303-741-4776

barbara@srhassoc.com

 

Nora E. Roth, JD

Colorado State Bank & Trust, NA

1600 Broadway - Trust Dept.

Denver, CO 80202

303-864-7226

nroth@csbt.com

Catherine Schwartz, CFP, AWMA, CDFA

Waddell & Reed

4582 S. Ulster Street, #1300

Denver, CO 80237

303-770-5511 x105

cathyschwartz@yahoo.com

Jennifer E. Shaler

Feldmann Nagel, LLC

1515 Wazee Street, #300

Denver, CO 80202

303-813-1200

jshaler@feldmann-nagel.com

Eileen M. Sharkey, CFP

Sharkey, Howes & Javer, Inc.

720 S. Colorado Blvd., #600 ST

Denver, CO 80246

303-639-5100

esharkey@shwj.com

Lorni Sharrow

Moye White LLP

1400 16th Street, 6th Floor

Denver, CO 80202

303-292-7940

lorni.sharrow@moyewhite.com

Constance D. Smith, MBA, JD, LLM

Fairfield and Woods, PC

1700 Lincoln St., #2400

Denver, CO 80203

303-894-4474

csmith@fwlaw.com

Mary Flanigen Smith, CPA

Mary Flanigen Smith, CPA

5181 Ward Road, #203

Wheat Ridge, CO 80033

303-832-2828

mfsmithcpa@aol.com

Kim Spaulding, CFP, MBA

303-521-7602

kjps990@aol.com

Beth A. Staudenmaier, CPA

Staudenmaier & Co., PC

650 S. Cherry Street, #850

Denver, CO 80246

720-891-1222

bstaud@shtax.net

Rebecca Steinebrey

Rebecca Steinebrey, Attorney at Law

6724 S. Gilpin Circle East

Centennial, CO 80122

303-725-0725

rebecca@steinebrey-law.com

Carrie Steinert, CTFA

Colorado State Bank & Trust, NA

9561 S. University Blvd.

Highlands Ranch, CO 80126

303-318-6047

csteinert@csbt.com

Peggy Stricklin, CPA

Stricklin & Associates, P.C.

1540 Emerson Street

Denver, CO 80218

303-832-6112

pstricklin@stricklincpa.com

Kristi Sullivan, CFP

Sullivan Financial Planning, LLC

783 S. Downing Street

Denver, CO 80209

303-324-0014

kristi@sullivanfinancialplanning.com

Cheryl Swanson

Actively seeking new opportunities

cheryl.swanson01@gmail.com

Edie Taylor, CFP

ANB Bank

3033 E. 1st Avenue, #205

Denver, CO 80209

303-394-5110

edie.taylor@anbbank.com

Rebecca Theis

CoBiz Trust

821 17th Street

Denver, CO 80202

720-264-5717

rtheis@cobiztrust.com

Suzie Tiftickjian

Suzanna Wasito Tiftickjian, LLC

155 S. Madison Street, #324

Denver, CO 80209

303-991-4676

suzie@wasito.com

Teri S. Tone, CTFA

Wells Fargo

1740 Broadway, #C7300-493

Denver, CO 80274

720-947-6630

teri.s.tone@wellsfargo.com

Carol Warnick

Holland & Hart LLP

555 17th Street, #3200

Denver, CO 80202

303-295-8359

cwarnick@hollandhart.com

Samantha M. White

Pendleton, Friedberg, Wilson & Hennessey, PC

1875 Lawrence Street, 10th Floor

Denver, CO 80202

303-839-1204

swhite@penberg.com

Mary Beth Widegren, CFP, CPA

CBIZ MHM

8181 E. Tufts Ave., #600

Denver, CO 80237

720-200-7091

mwidegren@cbiz.com

Vickie Wilson, PhD.

The Denver Foundation

55 Madison St., 8th Floor

Denver, CO 80206

303-996-7322

vwilson@denverfoundation.org

Taylor Yionoulis, MBA

Hinds Financial Group

141 Union Blvd. #350

Lakewood, CO 80228

303-985-9889

taylory@hindsfg.com