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

Senior Principal, CPA, at GHP Horwath, P.C.

Michael is a Senior Principal in the Assurance Services department of GHP Horwath. He has over 20 years of experience in audit, attestation, and consulting services with extensive experience in initial public offerings, mergers and acquisitions, and SEC compliance and reporting. He holds a BS in Business Administration from the University of Northern Colorado.

 

 

 

 

 

 

Jerald R. Kaiser

Senior Principal, CPA/PFS, at GHP Horwath, P.C.

Jerald is a Senior Principal in the Tax department of GHP Horwath. He possesses 28 years of experience in tax and accounting services for closely held businesses and large estates. As part of his tax and accounting relationship with business owners, Jerry often provides consulting services on broader business issues as well. He holds a BS in Accounting from the University of Denver.

 

 

 

 

 

 

Scott D. Magnuson

Senior Principal, CPA, at GHP Horwath, P.C.

As a Senior Principal in the Assurance Services department of GHP Horwath, Scott has more than 15 years of experience providing audit and attestation services for a wide range of clients. In addition, Scott has considerable experience with international engagements that operate in Hong Kong, Mexico, Germany, and the Caribbean. He holds a BS in Accounting from the University of Northern Colorado.

 

 

 

 

 

 

Lisa A. Meer

Senior Principal, at GHP Horwath, P.C.

Lisa is a Senior Principal in the Valuation and Litigation Services group of GHP Horwath. She has over 21 years of experience in providing financial advisory services including business valuations, economic damage analyses, strategic consulting, mergers and acquisitions, business recovery and insolvency, and attestation services. She holds a BS in Accounting from the University of Colorado, Boulder.

 

 

 

 

 

 

Donald D. Pangburn

Senior Principal, CPA, at GHP Horwath, P.C.

Donald has advised clients with accounting issues all around the world. Don is a Senior Principal in the Assurance Services department of GHP Horwath, and brings more than 35 years of experience in audit, tax, and consulting services. He is an international audit and tax resource director, coordinating the firm’s international engagement services and acting as a liaison with Horwath International headquarters and other Horwath International member firms. Don holds a BS degree in Business Administration from the University of Montana.

 

 

 

 

 

 

David L. Peketz

Senior Principal, CPA/PFS, at GHP Horwath, P.C.

David is a Senior Principal in the Tax department of GHP Horwath. He brings 25 years of experience providing accounting and tax services to clients in a variety of industries, such as real estate, manufacturing, retail, wholesale, medical, law, architecture, engineering, and closely held businesses. He holds a BS in Accounting from the University of Northern Colorado.

 

 

 

 

 

 

Nadine T. Pietrowski

Senior Principal, CPA, at GHP Horwath, P.C.

Nadine is a Senior Principal in the Assurance Services department of GHP Horwath. She has over 15 years of experience in audit, attestation, and consulting services with extensive experience in the financial services, particularly broker -dealers, real estate, manufacturing and distribution , employee benefit plan and not-for-profit industries. She has extensive knowledge of the rules, regulations and reporting requirements of the U.S. Department of Labor (DOL), the Employee Retirement Security Act of 1974 (ERISA) and the National Association of Securities Dealers (NASD). She holds a BS in Accounting from St. Francis College.

 

 

 

 

 

 

William A. Rooney

Senior Principal, CPA, at GHP Horwath, P.C.

Bill is a Senior Principal in the Tax department of GHP Horwath. He has more than 20 years of experience in a wide variety of areas within the taxation field, including limited liability companies, partnerships, S Corporations, individual taxation, trust, real estate, multi-state taxation, nonprofit organizations, and IRS dealings. He holds an MS in Accounting and a BS in Accounting from the University of Denver.

 

 

 

 

 

 

Robert M. Webb

Senior Principal, CPA, at GHP Horwath, P.C.

As a Senior Principal in the Technical Tax Services group of GHP Horwath, Bob has more than 30 years of experience providing tax services to clients in a variety of industries. His expertise lies in consulting with companies and individuals on the tax aspects of mergers and acquisitions, structuring real estate and investment acquisitions, and other complex income tax structuring and planning issues. Robert has completed postgraduate studies in taxation at the University of Miami and University of Denver, and holds a BBA in Finance and Accounting from Florida Atlantic University.