Loan Officer NMLS #1988835

• Jan 2023 - Present

Enrolled Agent

• Jan 2003 - Present

• Preformed as a Master Tax Advisor to both Business and Personal Tax Clients • Advise and make financial recommendations for both personal clients as well as business clients. • Increased client via Relationships and teaching financial literacy, along with a strong referral rate • Trained new tax preparers Basic Tax Class, worked with them to improved their skills. • Increase Educational Level as well as Learning new tax laws as needed • Educate clients and train clients for success within their businesses and their personal financial success.

Owner

• Jan 1999 - Present

• Recommended clients of proper set up of business • Prepare Payrolls, IRS and Colorado Quarterly and yearly forms. Create budgets, Standard SOP’s for company, advise on employee paperwork. • Train Clients on QuickBooks • Analyze budgets and financial health of company and make financial recommendations • Developed excellent customer service in helping advise clients on business decisions • Train and work with clients in all aspects of Accounting, Payroll, Sales Tax, Human Resources • Assist Clients in understanding their business and its success • Specialized in construction, real estate and retail customers

Mortgage Loan Originator- Production Manager

• Jul 2020 - Dec 2022

With almost 20 years in personal and small business financial knowledge in the Tax and Accounting Field, moving to the Mortgage industry seemed like a natural progression. Helping clients achieve their financial dreams as well as their fulfilling their dreams of home ownership is exciting to me. With almost 20 years in personal and small business financial knowledge in the Tax and Accounting Field, moving to the Mortgage industry seemed like a natural progression. Helping clients achieve their financial dreams as well as their fulfilling their dreams of home ownership is exciting to me.

Accounting Analyst

• Feb 2014 - May 2020

• Spearheaded and contracted Compliance Company to track non-compliant Homeowners. Recovered cost of vendor plus additional revenue for company. • Executed all aspects of the company finances, AR/AP, and Journal Entries. for variety of different budgets process payroll. Monthly reconciliation of all required accounts. • Developed Budgets, and budget analysts with Director of Finance, Assist with forecasting. • Executed the annual audit with outside Accounting Firm • Created online process to efficiently collect, track and analyze all BCRC assessments. Assist vendors with questions • Manage and train new accounting system with staff • Directed and Trained staff on all aspects of the Point of Sale System for events. • Supervised and trained staff on proper cash handling of large events, and Ice Rink Revenues. Created SOP’s with Team to facilitate over 150 Village Wide Events throughout year. • Collaborated with team to prepare reports for monthly Board Meetings, Work with Board Members with their specific needs within the company as well as any other Stakeholder’s within the community. • Analyze and Track trends for Real Estate Transfer Assessments within Community. • Process and control the collection and paying of all necessary contracts within the company

Director of Social Sales

• May 1997 - Jun 1999

Assist in all aspects with the Director of Sales and Marketing with increasing occupancy within a high end luxury hotel. Work with Travel Agents, attend trade shows, make sales calls. Work with all departments within hotel to help increase social events, groups and wedding within hotel and resort. Assist in all aspects with the Director of Sales and Marketing with increasing occupancy within a high end luxury hotel. Work with Travel Agents, attend trade shows, make sales calls. Work with all departments within hotel to help increase social events, groups and wedding within hotel and resort.

Catering Convention Services Manager

• Jan 1992 - May 1997

Final position with company was Catering & Conference Manger working with groups within the hotel and creating all of their events, menus, off site activities and meals within the resort area. Work at hotel within various roles and through various management companies and a variety of changes within the industry. Final position with company was Catering & Conference Manger working with groups within the hotel and creating all of their events, menus, off site activities and meals within the resort area. Work at hotel within various roles and through various management companies and a variety of changes within the industry.