Our Team

Melissa has been in the Fort Collins financial services industry since 2007 and began building her independent practice in 2011. Melissa's professional experience brings a mix of hospitality, management, non-profit work and human...

Read more

From time-to-time, our firm partners with professionals in the community to further expand our expertise, and offer a more comprehensive experience for our clients. These services may involve CPAs, estate attorneys, office support...

Read more