Colorado Financial Management

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Gary has over forty years of experience in finance, accounting, investment management, estate and financial planning including ten years actively practicing as a Certified Public Accountant. His accounting experience includes four years with an international “Big Four” CPA firm immediately after college graduation and six years as a partner in a local CPA firm. This background provides clients thorough, innovative and unique insight into financial planning and investment management with consideration always given to income and estate taxes.

Sherri has been with our firm for over 10 years and leads our Back Office Support and Customer Service operations.

Individual 401k plans are also known as a One-Participant 401k, Solo 401k, Spousal 401k, Small Business 401k, Solo-k, Self-Employed 401k, or Uni-k. An individual who is self-employed has the ability to open a 401k plan along with a spouse who works for the business. This plan is only available for one person companies along with their spouse. If you have more than yourself or yourself plus your spouse, this plan is not for you.

Josh has over twelve years of previous experience in banking, leasing, finance, accounting and corporate management including seven years with a national company that has over 1,000 branch locations. Josh was responsible for providing financial support to the branch network across the United States. A graduate of Nebraska Wesleyan University in Lincoln with a Bachelors degree in finance, Josh also earned a Master of Business Administration degree in finance from the University of Denver.

Sherri has over 20 years of experience in the areas of administration and customer service. She received her Associates Degree in Paralegal Studies from Kaplan College and worked for Hewlett Packard for 8 years in manufacturing as a Certified Trainer, Administrative Assistant, and Program Administrator.

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