BACKGROUND AND EDUCATIONAL EXPERIENCE
BBA in Business Administration from Principia College, 1979
MBA from Southern Methodist University, 1987
Certified Financial Planner, Certified Financial Planning Board of Standards, Denver, CO 1997
(Budgeting, Evaluation of Risk, Taxes, Investments, Retirement Planning, Estate Planning)
Certified Divorce Planner, Institute for Certified Divorce Planners, Boulder, CO 1996
Enrolled Agent, Enrolled to Practice before the Internal Revenue Service, 2001
40 Hour Mediation Certificate, 1997
Series 7 Securities License 1993 through 2000, Series 24 Securities License 1997 through 2000
Banking Professional from 1979 through 1992.
President and Owner, Divorce Solutions, Inc., a Pre-divorce Financial Consulting Company
President and Co-Owner of Pinnacle Financial Concepts, Inc., A Registered Investment Advisor.

INDUSTRY AFFLIATIONS
Member of Institute for Certified Divorce Financial Analysts
Member of the National Association of Tax Practitioners
Divorce Solutions, Inc. is an Affiliate Member of the Colorado Bar Association
Member of the National Association of Personal Financial Advisors
Financial Planning Association
Member of the Alliance of Cambridge Advisors, Inc.

SPEAKING AND TEACHING EXPERIENCE
Instructor for the College for Divorce Specialists, Boulder, CO 2002 through 2003. Divorce Planning (certification process for Certified Divorce Specialists), Practice Management.
Instructor for the Institute for Certified Divorce Planners, Boulder, CO 1999 and 2000. Courses taught: Divorce Planning (certification process for Certified Divorce Planners), Practice Management
Spoke on Financial Issues in Divorce to the Financial Planning Association of Colorado, 2003
Spoke on Financial Issues in Divorce to the Financial Planning Association of Southern Colorado, 2002
Spoke on Financial Issues in Divorce to the Cambridge Alliance, LLC Conference, Chicago, IL 2001
Spoke on Financial Issues in Divorce to the Denver Chapter of National Association of Personal Financial Advisors, Denver, CO 2001
Spoke on Mediation at the National Conference of Certified Divorce Planners, Chicago, IL 2001
Spoke on Financial Issues in Divorce to the Colorado Group from the National Association of Personal Financial Advisors, Denver, CO 2001
Co-Instructor, CLE offered by El Paso County Women Lawyers Association on Financial Issues in Divorce, January 1999
Co-Instructor to the Pikes Peak Chapter of International Association of Financial Planners on Financial Issues in Divorce, 1998
Co-Instructor to the Colorado Chapter of Institute of Certified Financial Planners on Financial Issues in Divorce, 1998
Instructor, Basics of Investments, Five Week Course, 1993 through 1995.
Instructor, various financial planning courses, Eagle Education, an insurance continuing education firm, 1997 to present.
Guest Speaker, Women’s Financial Information Program, Colorado State University El Paso County Extension Office, Financial Issues in Divorce, 1996, 1997, 2000.
Numerous talks on investing, financial planning, and financial issues in divorce to various groups, clubs, local TV, local radio and service organizations.

RELEVANT COURSES TAKEN
Advanced Taxes and Divorce, College for Divorce Specialists, July 2003
Collaborative Family Law, Colorado Collaborative Family Law Professionals, June 2002
Challenging Convention—Parental Responsibility and Parenting Time, November 2001
Legal Issues in Second Marriages, Continuing Legal Education in Colorado, Inc., February 2000
Qualified Domestic Relations Orders, Institute for Certified Divorce Planners, November 2000
Tax Update for the General Practitioner Including Litigation, Divorce and Bankruptcy, Continuing Legal Education in Colorado, Inc., December 2000
Update for the Tax Practitioner, Continuing Legal Education in Colorado, Inc., December 2000
Tax Aspects of Divorce in Colorado, Continuing Legal Education in Colorado, Inc., 1998
Family Law Pro Bono Basic Skills Program, Continuing Legal Education in Colorado, Inc., January 1977

OTHER CASES INVOLVING DEPOSITION AND/OR TESTIMONY:
Testimony February 5, 1998 El Paso County, Magistrate Sells, Ferguson v. Elsrode
Testimony February 6, 1998 El Paso County, Special Master Lawyer, Daugherty v. Daugherty
Testimony January 26, 2000 El Paso County, Judge Hall, Gutzmer v. Gutzmer/Stockton
Testimony February 28, 2002 Arapahoe County, Judge Russell, Marriage of Pettiford

ARTICLES PUBLISHED
Formerly a Financial Columnist for The Beacon and The Colorado Springs Business Journal. Additionally have written articles for other publications.
List of articles available upon request.