Colin provides the team with over 30 years of experience in public accounting in Colorado. Colin graduated from Michigan State University in 1980. He is a licensed Certified Public Accountant. His extensive experience with real estate and small business make him a leader in the industry. Colin’s expertise is to identify tax structure opportunities that are advantageous to our clients to maximize tax savings.
Colin is known for his creative approach at helping clients in creating add-on services and revenue-generating ideas that have produced great success. His passion and adoption of paperless technology has made him a pioneer in the accounting industry. Colin moved to Denver for the opportunities and quality of life that only Colorado can offer. In his spare time, Colin enjoys going to car shows and camping by a lake with his wife, Tracie.
CPA Certificate Number: 10765
Ralph has been in the public accounting and the financial planning business since 1985 and is a licensed Certified Public Accountant (CPA) and Certified Financial Planner (CFP®).
He is an advisor and provider of wealth management services for small to medium-sized business clients and affluent individual investors. Ralph has also served as an on-call CFO for several of his business clients and has extensive experience in start-up companies including entity selection, business development, venture capital financing, and interfacing with other business partners including bankers, lawyers, and developers. His other activities include negotiator in several business venture financing and real estate projects of which he has been an investor/partner. Ralph’s areas of expertise are Advanced Tax and Financial Planning for closely-held businesses and affluent individual clients, retirement, trust and estate planning, litigation support, and business consulting. He has extensive experience in real estate taxation and structuring of entities to protect personal assets of individuals and businesses as well as sophisticated planning of transactions to minimize taxes and add value to clients’ portfolios. Ralph is a member in Good Standing of the Colorado Society of CPA’s (COCPA), American Institute of CPA’s (AICPA) and the Financial Planning Association (FPA). In the past, he has served on the boards for several not-for-profit organizations in Northern Colorado and currently serves on the Colorado State University Accounting Department advisory board.
In his spare time, Ralph enjoys playing golf, hiking, and mentoring
CPA Certificate Number: 11954
Victor has been working in the public accounting industry since 2007 and is a licensed Certified Public Accountant (CPA) by the State of Colorado. Victor earned a Bachelor’s and Master’s of Accountancy from Colorado State University.
His client focus is brick and mortar retailers, online retailers, general contractors and subcontractors. He aids his clients in understanding their business by optimizing their accounting system to help in the decision making process. Victor has experience in both local and national accounting firms, including PricewaterhouseCoopers.
National academy of public accounting Victor is on the Financial Committee at the Colorado Society of CPA’s (COCPA). He has been chosen for the American Institute of CPA’s (AICPA) Leadership Academy. Victor was also awarded Top 10 Public Accounting Professional Rising Star award from the National Academy of Public Accounting Professionals in 2015 and has been nominated to the Denver Business Journal’s ’40 under 40′ list in both 2014 and 2015.
Victor was born in Honduras and raised in New Jersey. He is fluent in Spanish. In his spare time, Victor enjoys hunting, fishing, camping and spending time with his wife and two young children.
CPA Certificate Number: 26553
Cassandra has over 10 years of experience in public accounting, and is a licensed Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). She graduated from the University of Southern Indiana with a Bachelor’s degree in Accounting and Professional Services in 2006. Cassandra strives to give the clients she works with peace of mind.
She specializes in tax planning, consulting, and compliance for individual, business, and estate/trust clients. She has experience working with clients in a variety of industries including the professional services, real estate, and technology industries. Cassandra is a member in Good Standing of both the American Institute of CPA’s (AICPA) and the Colorado Society of CPA’s (COCPA). She has served on several not-for-profit boards in Northern Colorado in past years. Outside of work, Cassandra enjoys spending time with her husband and two children in the beautiful Colorado outdoors.
CPA Certificate Number: 29601
Lisa has been working in the public accounting industry since 2007 and is a licensed Certified Public Accountant (CPA) in Colorado. She graduated from Colorado State University with a Bachelor of Science in Business Administration with a concentration in Accounting.
Lisa has worked with a variety of individual and business clients, assisting with tax planning, consulting, compliance, and litigation support. She is a member in Good Standing of both the American Institute of CPA’s (AICPA) and the Colorado Society of CPA’s (COCPA).
In her spare time, Lisa enjoys reading, building furniture and gardening.
CPA Certificate Number: 28783
Dara graduated from Metropolitan State University of Denver and worked in the education field for eight years.
She is an Administrative Assistant. Her job duties include supporting staff with day-to-day activities, scheduling appointments, digital dispatching of information to the appropriate people, client communications, along with other staff duties.
Dara is a Colorado native and was raised in the Littleton area. In her spare time she enjoys traveling with her husband, gardening, and attending sporting events.
Jody graduated with an Associates and a Bachelor’s Degree from Colorado State University and also graduated from Denver Paralegal Institute and has worked in the legal field for the past 34 years.
She is an Administrative Assistant. Her job duties include supporting staff with day-to-day activities, scheduling appointments, digital dispatching of information to the appropriate people, basic bookkeeping, client communications, along with other staff duties.
Jody has lived in Colorado off and on for 33 years, living in the Loveland and Denver areas. In her spare-time she enjoys traveling, reading, needlecrafts, baking and participating in a prison ministry in Texas.
Born and raised in Omaha, Nebraska, Vickie Kennedy graduated with a Bachelor’s and Master’s Degree in Secondary/Post-Secondary Education from the University of Nebraska. She worked in the education field for 36 years before retiring from Englewood High School teaching Business/Accounting and advising EHS’s Future Business Leaders of America Chapter.
Her job duties include supporting staff with day-to-day activities.
Vickie has lived in Colorado for 33 years and met her husband hiking on Mt. Evans. In her spare time she enjoys traveling, theater, Nebraska football, taking walks on the beach, and volunteering.
BETH ELLEN DIXON
Beth has been working in public accounting since 2009 and is a licensed Certified Public Accountant (CPA) in Colorado. She graduated from Colorado State University with a Bachelor of Science in Business Administration with a concentration in Accounting and a Master of Accountancy with a concentration in Taxation.
Beth has worked with individual and business clients in the areas of compliance, tax planning, internal controls, and accounting systems. She has also worked with trust and non-profit clients, and served on the board of a private foundation. She has been a volunteer for the Small Business Development Center, developing and teaching courses in basic bookkeeping and QuickBooks. Beth serves on the Advisory Board for the Business Department at Front Range Community College. She taught financial accounting, accounting information systems, and taxation courses at Colorado State University and Front Range Community College.
Beth was born and raised in New England and spent many years in California before moving to Colorado in 2003. When not working, she enjoys traveling, motorcycling, gardening and reading.