Ann Marie Milinazzo, CIS™, CFP®, CSA, PFS™

Ann Marie, a recipient of the Boettcher Scholarship, graduated with a Master of Accounting from the University of Denver in 1987. She received her CPA license in 1987 and her Certified Financial Planner® designation in 1994. She also holds the designation of Personal Financial Specialist from the AICPA, is a Certified Senior Advisor, and recently received her Certified Income Specialist designation. She is Series 7, 6, 65, and 63 securities licensed. Her certificates, designations, and securities & insurance licenses enable her to recommend diverse solutions to meet her clients\' unique needs and goals. She constantly enhances her current knowledge by attending continuing education courses and various conferences. Ann Marie started her tax practice in 1992. She soon found that the extensive knowledge gathered when preparing her clients’ tax returns presented an opportunity to further help individuals and small businesses with financial planning. As a result, she affiliated with HD Vest in 1994 to be able to provide financial services. Helping clients create a unique financial plan to pursue their goals and dreams is extremely rewarding for her.