Owner
CurrentBusiness consultancy and portfolio management firm serving small and mid-sized companies active in education, oil & gas exploration and development, renewable energy, and venture capital.SPECIALTIES:Company formation, start-up consulting, strategic and financial planning, and fundraising. I have been involved in the financial community for more than 35 years, including experience with KPMG and my own tax and consulting practice. I am a CPA and have served in various positions with the Colorado Society of CPAs, including Chairman of the Personal Financial Planning Committee. I also hold the AICPA Personal Financial Specialist designation, available exclusively to CPA's who have exhibited technical competency in financial planning.