To gain the precise expertise I need to effectively oversee all aspects of my clients’ financial affairs, I work with a network of professional. These carefully selected experts assist me in addressing a broad spectrum of subjects. As your wealth manager, I review your complete financial picture and identify any needs. As appropriate, I then turn to my network in order to evaluate your specific challenges and devise appropriate recommendations.
Estate & Wealth Transfer Attorney
David Brantz
Kottke & Brantz, LLC
https://www.kbcolorado.com/boulder-attorney-david-brantz.html
david@kbcolorado.com
303-449-6161
David has been a partner at Kottke & Brantz, LLC since 2011. His practice focuses on estate planning, probate and estate/trust administration. As a Boulder native, David has a lifetime of experience living and working along the Front Range. He has strong roots within our community, including work as an adjunct professor for the University of Colorado School of Law and support of many local non-profits. When he is not in the office, David spends most of his time with his wife, Carly, and their two daughters, Samantha and Carina. He also enjoys rooting for his local sports teams and hiking, camping and skiing in the Colorado high country.
Marianne Luu-Chen
Hutchinson Black & Cook, LLC
https://www.hbcboulder.com/marianne-luu-chen
luuchen@hbcboulder.com
(303) 442-6514
Marianne Luu-Chen has been with Hutchinson Black and Cook since 2020. She provides counsel on estate planning, probate and trust administration, premarital and marital agreements, administration of uncontested guardianships and conservatorships, and estate, gift, and income tax planning for individuals and families.
Accountants
Steve Henry
Henry, Waters, & Associates Inc.
https://www.henrywaters.com/
accountants@henrywaters.com
(303) 494-4050
Jeff Starkey
Kurtz Fargo LPP
https://kurtzfargo.com/
jeffstarkey@kurtzfargo.com
720-310-2078
Jeff's primary focus is on business taxation of entities in real estate, craft breweries, software & internet, closely held, natural products and professional services. In addition he assists individuals with tax preparation, estate planning, business formation, tax planning and representation during IRS and state tax examinations. Outside of tax compliance consulting, Jeff has experience in valuing closely held businesses in connection with ownership transfers, marital dissolution, shareholder disputes, ESOPs, and estate and gift transfers. As Tax Partner at Kurtz Fargo LLP Jeff oversees the firm’s tax compliance, tax consulting and tax reporting engagements.
Branka Zoraja
Zoraja & Associates, P.C.
https://www.zaacpa.com/
zaacpa@zaacpa.com
303.449.8510
Personal Insurance
Jeremy Costa
Goosehead Insurance
https://www.goosehead.com/agents/co/denver/jeremy-costa/
jeremy.costa@goosehead.com
720-457-4141
Jeremy joined Goosehead because of his unwavering commitment to take care of his clients. Using cutting edge technology to shop with dozens of "A" rated insurance companies in just a few short minutes, he is able to find the right coverage at a competitive price. He takes the time to review all of the options and customizes a policy based on the unique risks and desires of each client. After finalizing an option, Jeremy is backed by a service team that has the highest client loyalty rating in the industry.
Real Estate Agent
Sara Groem
Open Real Estate
https://www.saragroem.com/
sara.groem@gmail.com
303-522-4184
Sara is a solution oriented residential agent that specializes in the Boulder market; however, she services all the Front Range. Sara is a co-owner of Open Real Estate brokerage. She will assist buyers and sellers in most any type of real estate transaction. Sara is committed to her clients to meet their specific needs. She is driven to be at the forefront of the real estate industry and is willing to put in the time and effort to do so.
Mortgage Broker
Matt Henderson
Greenlight Mortgage Group
Website
mhenderson@gmglending.com
303-748-8400
As a Senior Loan Officer, Matt concentrates on his clients' financial health and long-term goals. When you work with Matt, he will provide you with expert advice, extra support if you have anxiety or confusion with the process, and even a gentle nudge if needed to get you moving in the right direction. If there’s any way to get your loan completed, he will get it done – creatively and efficiently. There may be cases when a lending scenario is not in your best interest, and Matt will be transparent about your best options. While we connect throughout the process, Matt will get you (immediately or eventually) into the ideal position to achieve your home ownership goals.
Peter Jameson
Flatirons Bank
https://flatirons.bank/
pjameson@Flatirons.Bank
720.473.5126 or (c) 320.260.5296
Peter is a seasoned Residential Lender with more than 17 years of experience in the financial industry. His approach to lending is unique and differs from many other lenders. Peter's normal practice is to take the time to get to know my customers, fully understand their needs, and offer customized lending solutions they will be happy with. Peter is involved in the loan process from start to finish and possess strong organization communication, and excellent customer service skills. Peter's goal is to become the first person you contact when you have a financing need.
Trust Services
Prairie Trust
https://www.waukeshabank.com/prairie-trust
Banking
Flatirons Bank
https://flatirons.bank/
303.530.4999
Medicare Agent
Tom Basil
The Basil Agency
tom@thebasilagency.com
303.682.3225