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
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
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. She is a member of the American Institute of CPAs (AICPA) and the Colorado Society of CPAs (COCPA).
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 serves 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 served 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.
CPA Certificate Number: 28651
Rob started his accounting career with ClearPath in 2018. He graduated from Colorado State University
in the same year with a Bachelor of Science in Business Administration and Accounting. Rob’s interests
include tax planning and business advisory services.
Prior to accounting, Rob had a robust engineering career. He earned a Master of Engineering degree
from Colorado State University and spent 12 years working in the energy and aerospace industries. He
held various positions in startup and global engineering firms and his work resulted in multiple patent
assignments for energy storage technologies.
When not at the office, Rob dedicates his time to family and friends. Some of his favorite activities
include taking advantage of Colorado’s outdoors by mountain biking near Horsetooth Reservoir,
snowshoeing in Rocky Mountain National Park, and camping.
CPA Certificate Number: 9036718
Jordan was born and raised in western Nebraska. She attended the University of Denver and received a Bachelor of Science in Business Administration with a focus on Finance and Marketing. She is currently pursuing an additional degree in accounting.
Jordan 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.
In her spare time, she enjoys working out, reading, traveling, volunteering with the Nebraska Lions Foundation, and Nebraska football.
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.