Patty DeLucas, CPA and CERTIFIED FINANCIAL PLANNER™, works closely with clients providing personalized financial and investment advice including portfolio analysis and management strategies, tax efficient investing, retirement income planning, 529 education plans, philanthropic giving, estate planning, risk planning, and liability management. Patty has over 34 years of professional experience, including Manager with a “Big-4” accounting firm.
Patty and her husband Ken have raised two boys in Genesee and have lived and been active in the community for over thirty years. She enjoys cooking and outdoor activities including hiking, biking, camping and riding ATV’s in the mountains. She also likes snowshoeing, is an avid skier, and likes to attend and support the annual Wells Fargo Ski Cup at Winter Park.
Janine Guillen is a partner with the law firm GUILLEN | DEGEORGE, LLP, and she is heavily involved in estate planning, and estate and trust taxation for Brown, Ells clients. Janine concentrates her law practice in estate planning, business planning and related litigation. She is licensed to practice law in Colorado before the Colorado Supreme Court, the United States District Court for the District of Colorado, and the United States Tax Court. Ms. Guillen is also a Registered Nurse and actively maintains her Colorado nursing license. She holds a juris doctorate from the University of Denver, an MBA, a tax LLM, and a bachelor of science in nursing. She teaches and lectures locally and nationally.