Our CPA Partners
As a member of The GHP Financial Group, we are affiliated with one of Colorado’s largest accounting firms, GHP Horwath, P.C., and are able to leverage a wide variety of accounting, tax, financial, and business advisory expertise. We can tap their objectivity as well as quantitative and analytical skills. Here are the bios of the GHPIA shareholders we routinely consult about non-investment advisory related matters.
Michael F. Filkoski, CPASenior Principal at GHP Horwath, P.C.
Mike F. Filkoski, a senior principal in the Assurance Services group at GHP Horwath, has more than 25 years of experience in audit, attestation, and consulting services, with extensive experience with international engagements and projects. Mike serves as one of the Firm’s international liaison partners, interacting with Crowe Horwath International firms and other firms throughout the globe. He holds a BS in Business Administration from the University of Northern Colorado.
Jerald Kaiser, CPA/PFSSenior Principal at GHP Horwath, P.C.
Jerry Kaiser, a senior principal in the Tax Services Group at GHP Horwath, has more than 30 years of tax experience in dealing with mid-level and entrepreneurial firms and large closely held business. As a Personal Financial Specialist (PFS), and Certified Public Accountant (CPA) registered in the state of Colorado, Jerry has extensive experience in income and estate taxation, personal and business financial planning, tax planning, and general business consulting for a wide range of business entities. Over the years, he has worked extensively on business and tax issues with successful family owned businesses, partnerships, and S Corporations in industries such as real estate, professional services, specialty/retail sales, wholesale distribution, and more. He holds a B.S. in Accounting from the University of Denver.
Scott D. Magnuson, CPASenior Principal at GHP Horwath, P.C.
Scott Magnuson, a senior principal in the Assurance Group at GHP Horwath, has more than 17 years of experience providing audit and attestation services for a wide range of clients. As a Certified Public Accountant (CPA) licensed in Colorado, California, Nevada, Florida, and Tennessee, he works primarily with publicly traded companies and small- to mid-sized private companies. He also has considerable international expertise, having worked on client engagements in Germany, Hong Kong, Mexico, and the Caribbean. Scott’s niche is in SEC compliance and reporting, including initial public stock offerings, mergers and acquisitions, and SOX 404 compliance. Scott has worked in industry sectors such as hospitality and leisure, manufacturing, financial services and high-tech. He also serves as a professional education instruction leader for Horwath International, one of the largest global professional services organizations in the world. He holds a B.S. in Accounting from the University of Northern Colorado.
Lisa A. Meer, CPA/ ABV/ CVASenior Principal at GHP Horwath, P.C.
Lisa Meer, a senior principal in the Forensic & Litigation Consulting and Valuation & Corporate Finance Groups at GHP Horwath, has more than 23 years of experience providing forensic accounting, financial and economic analysis, valuation, and business advisory services in commercial litigation, bankruptcy, marital dissolution, and transaction matters. Lisa is a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Valuation Analyst (CVA) who specializes in providing valuation, consulting, and expert witness testimony services to attorneys, business owners, and stakeholders. She also holds a Colorado Real Estate Broker’s License. She holds a B.S. in Business from the University of Colorado, Boulder.
Nadine T. Pietrowski, CPASenior Principal at GHP Horwath, P.C.
Nadine Pietrowski, a senior principal in the Audit Services Group at GHP Howath, has more than 18 years of audit experience. She is a Certified Public Accountant registered Colorado, New York, and California. Nadine has extensive experience providing financial statement audits, reviews, and compilations, internal audit, and due diligence assistance. With her significant experience in providing audit and attestation services, she has worked with a wide range of clients. She has extensive expertise in the financial services sector, particularly broker dealers, as well as real estate developers, not-for-profit entities, service providers, employee benefit plans, and manufacturing and distribution companies. She is well versed in the latest rules, regulations and reporting requirements of the Financial Industry Regulatory Authority (FINRA), the standards for financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; the Single Audit Act Amendments of 1996 and the provisions of OMB Circular A-133, the regulations and reporting requirements of the U.S. Department of Labor (DOL), and the Employee Retirement Income Security Act of 1974 (ERISA). She holds a B.S. in Accounting, Suma Cum Laude, from St. Francis College in New York.
William A. RooneySenior Principal, CPA, at GHP Horwath, P.C.
Bill Rooney, a senior principal in the Tax Group at GHP Howath, has more than 20 years of experience working in a range of tax areas. He has extensive expertise working with businesses of all kinds, from limited liability companies, to partnerships, and S Corporations, and handles individual tax, trust, real estate, multi-state taxation, non-profit organization, and IRS issues. Bill is a Certified Public Accountant (CPA) registered in the state of Colorado who specializes in medical practice consulting and tax planning, including physician compensation calculations, ownership transfers, and entity selection. He is well versed in business acquisitions and dispositions, liquidations, qualified retirement plans, and general income tax research and planning. Bill has an M.A. and B.S. in Accounting from the University of Denver.