Associates

Agent

Button Financial's Agent under the Power of Attorney for Sally Jo Button, sole proprietor of Button Financial, is Susan O'Grady, CFP®. In the event of Sally Jo Button's incapacity, Susan would assist with the efficient transitioning of Investment Management and Financial Planning Accounts. She will be acting as an independent contractor to Button Financial under the contracts between those clients and Button Financial, and not under her Registered Investment Advisory Firm, Equipoise Wealth Management, Inc.

Susan O'Grady
1805 S. Bellaire Street, Suite 340,
Denver, CO, 80222.
303-765-4422
susan@equipoisewealth.com

Carolyn Keene is an Enrolled Agent and opened her own business, KeeneTax, in 1988. An Enrolled Agent is a federally-licensed tax practitioner who has proven technical expertise in the field of taxation. Enrolled Agents are empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals. Only Enrolled Agents, attorneys, and CPAs may represent taxpayers before the IRS. Unlike attorneys and CPAs, who may or may not choose to specialize in taxes, all Enrolled Agents specialize in taxation. KeeneTax specializes in individuals (including nontraditional couples) and small businesses which include sole proprietorships, LLCs, corporations, partnerships. In addition, KeeneTax offers tax consultation, planning and preparation of estates, trusts and non-profits. "Our goal is to provide each client with courteous, individualized attention as we guide you through the annual tax-filing process."

Keene Tax
1212 Milwaukee Street
Denver, CO
303-394-3273
carolyn@keenetax.com

Nancy R. Crow, a Partner with the firm Pendleton, Friedberg, Wilson and Hennessey, P.C., practices in the areas of tax planning, estate planning, employee benefits, and probate. Nancy assists her clients in planning their transactions with an eye toward avoiding excessive taxes and controversies. Her knowledge of tax matters, employee benefits, and the wealth transfer process enables her to advise clients on the proper management of legal and financial affairs. Nancy's clients include closely-held businesses, professional associations, nonprofit organizations, retirement funds, and individuals who require assistance with providing for their loved ones upon death or disability. Nancy is a director of the firm, and she chairs the tax department. ncrow@penberg.com

Susan M. Roh, an Associate with the firm Pendleton, Friedberg, Wilson and Hennessey, P.C., who obtained her LLM in Taxation immediately after graduating from law school, focuses her practice on taxation, general commercial issues and estate work. Susie played collegiate golf for the University of Oregon and was a professional golfer between college and law school. sroh@penberg.com

Pendleton, Friedberg, Wilson and Hennessey, P.C.
1875 Lawrence St., 10th Floor
Denver, CO 80202
303-839-1204
www.penberg.com

Mira Fine', a Partner with Hein and Associates LLP, has over 29 years of professional experience providing tax planning and compliance services to both individuals and business organizations. Mira assists clients with significant transactions, corporate reorganizations, partnerships, estates and trusts and succession planning. Areas of concentration: Business planning, real estate issues, succession planning, trust and estate.

Hein and Associates LLP
717 17th Street, 16th Floor
Denver, Colorado 80202
(303) 298-9600 Phone
(303) 298-8118 Fax
mfine@heincpa.com

Estate Planning Attorneys

Steven R. Warden provides legal services in the areas of estate planning; estate, gift, and generation-skipping tax planning; estate and trust administration; income taxation; the administration of conservatorship and guardianships; elder law, and related law; and the organization and administration of nonprofit organizations and private foundations. Steven is "Committed to building and maintaining mutually rewarding long-term relationships with clients."

Steven R. Warden
1546 Williams Street, Suite 101
Denver, CO 80218
303-329-3452
www.swardenlaw.com

Erica Johnson is an Associate in the law firm of AMBLER & KEENAN, LLC where her practice emphasizes estate planning and probate. She works with individuals and families at every stage of their lives, including an emphasis in estate planning for non-traditional families. She is the President of the Women's Estate Planning Council and a member of the Denver Bar Association, Trusts and Estates section of the Colorado Bar Association, Colorado Women's Bar Association, Colorado Lesbian and Gay Bar Association and Colorado Business Council, where she was awarded the Professional Woman of the Year award in 2006. 

Ambler & Keenan, LLC
950 South Cherry St.
Suite 1650
Denver, CO 80246
(303) 321-1267
www.ambler-keenan.com

Frank T. Hill, Esq. Frank's practice is limited exclusively to Estate Planning (wills and trusts) and Estate Administration (probate); Frank has over 33 years of experience, was elected Fellow of the American College of Trust and Estate Counsel in 2000. He sees himself as teacher first , technician second, and, he makes house calls!

Frank T. Hill
143 Union Blvd, Suite 900
Lakewood, CO 80228
303-980-7911

Real Estate

Leona Lawrence's goal as your Real Estate agent is simple. "We work together, taking as much time as we need to succeed in your real estate changes.  Time is a much-needed commodity in real estate. Given ample time, you will select the best home to buy. Allowing sufficient time will allow you sell your home at the best price." She has owned her own Real Estate firm for the past 23 years, so she can provide you with her own personal time. "Invite me to your home and interview me to be your real estate professional. We can review the many possibilities there are to accomplish your real estate needs!"

Leona Lawrence Realty
14409 W. Cedar Place
Golden, CO 80401
Office:  303 384-0808
Cell:  720 364-3116
Leonalawrence@comcast.net

Mortgage Lenders

Scott Searls with America's Mortgage, LLC, is a full service mortgage lender/broker with programs to fit all your home loan needs. "I offer many different types of loans including FHA, VA, Conventional and reverse mortgages. My goal is to find the best loan at the lowest cost to fit your financial needs. Please call me for a free good faith estimate. This allows you to have all the information in front of you before you make a decision."

Scott Searls
Lakewood, Colorado
303-884-0374
Scott_Americas@yahoo.com

Sally Heuston
Liberty Financial Group
215 Union Blvd., #415
Lakewood, CO 80228
303-986-3105 office
303-808-1188 cell
shueston@lfgloan.com

Long Term Care 

Joni Seivert provides an 18 year old network of in home services, products, professionals and housing options. Joni can provide you with in home or telephone assessment of your situation that will help you understand your options. She gives you reputable referrals so that you can only consider the best and be there to answer any questions you have before you make any educated decisions with your loved ones with long term care and special needs. Free telephone consultation.

Connections Unlimited LLC
Wheat Ridge, CO
303-232-3359
www.jonisconnections.com

Mary Zuschlag, RN, LTCP, CLTC, has been affiliated with Krieger and Associates since 1994, specializing in Long-Term Care Insurance, representing multiple leading insurance carriers for individuals and groups. Over the years she has assisted many individuals to consider the consequences of long-term care and the risks to the emotional and physical health of families and the integrity of their retirement portfolios. Her goal is to assist people in maintaining independence and a high quality of life without losing their life savings. She believes living a long life is likely, thus planning for it now is a necessity.

Mary Zuschlag
Krieger & Associates
9263 W. 103rd Ave.
Westminster, CO 80021
303-635-2506
mzusch@comcast.net
www.kriegerltc.com.