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David A. Stolz 
CPA, PFS, CFP®
President
Professional Designations
Certified Public Accountant (CPA)
Certified Financial Planner (CFP™)
Personal Financial Specialist (PFS)
Professional Experience
David Stolz has more than 20 years of experience working with high net worth individuals in the areas of tax, investment consulting and financial planning. He earned a Bachelor of Business Administration from Pacific Lutheran University.
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Michelle T. Robinson
CFP®
Vice President
Professional Designations
Certified Financial Planner (CFP™)
Professional Experience
Michelle Robinson's experience is in the areas of personal tax and financial consulting. She has been with the firm for over 15 years. She earned her Certificate of Achievement in Personal Financial Planning from the Metropolitan State College of Denver.
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By carefully selecting new clients, we are creating a firm that is unlike anything in our area. We provide our clients with exceptional experience and strong reputation of personal service and competence.