
Business Advisory Services
Everything you need to help you launch your new business entity from business entity selection to multiple-entity business structures.
JoAnn grew up on a farm in Iowa. As a kid, she enjoyed building forts in trees and swimming at her cousin’s house. She is from a large family, so there was always somebody to play with. JoAnn started playing piano in 2nd grade and started playing at her church in 4th grade. She continued to play for her church until she moved from Iowa in 2010. She has played piano for hundreds of weddings and funerals.
She graduated from Buena Vista University in Storm Lake, Iowa, with a degree in Business Management/Entrepreneurship and then later returned to the same university to get her accounting degree. Accounting seemed to come easy to her as her mother always kept the books for their family farm.
JoAnn married her high school sweetheart, whom she started dating her sophomore year. They have two grown sons, two daughters-in-law and three grandchildren.
When she’s not at work, she enjoys hiking (or maybe long walks in the woods). College football is her favorite season. Her favorite team is the University of Iowa Hawkeyes. She’s also a big fan of the Kansas City Chiefs. There’s football on their TV almost every day during football season.
Jessica grew up in Southern California and enjoyed going to the beach. She has a Bachelor of Science in Accounting. She has always enjoyed working with money and was great with numbers.
Jessica moved to Colorado in 2020 and enjoys the outdoors. She has a dog named Milo, who is about 4 years old, that she got at a local rescue in Colorado Springs.
Jessica loves live music, photography and has a passion for travel.
Jenny was born and raised in Colorado, growing up mostly in Canon City. As a kid, she likes being outdoors. She comes from a family of campers and was always outside playing with her siblings and finding new adventures.
She graduated from the University of Colorado at Colorado Springs. She earned a Bachelor of Science in Business with an emphasis in accounting. She has always had an analytical mind, has been good with numbers, valued rules, and organization. She loves that accounting allows her to use these qualities and skills to help people and organizations reach their goals.
Jenny is married to her husband, Nate. They have 2 dogs. They are also very close to their extended family and their collection of nieces and nephews which continues to grow. In their free time, they try to go to as many concerts as they can. Jenny also enjoys reading, being outdoors, hiking with the dogs and camping with family.
Jenna was born and raised in Colorado Springs, Colorado. As a kid, she loved to ride her bike, play basketball, play the drums and sing. If it involved moving and exercising, she was in. She graduated with a associate degree in general studies from Pikes Peak Community College and went on to earn her Associates of Science in Accounting degree from Southern New Hampshire University.
Jenna chose accounting as a profession because she loves math and solving puzzles. Accounting allows her to fill both of those. She says it’s the only role in a business that allows you to completely understand how the business is working. You can see where the money is coming and going.
In her spare time, Jenna enjoys playing with her niece and nephew and volunteering in the children’s ministry at her church. She also has a dog that she rescued from the Humane Society. She likes going for walks and playing any sport.
Jaynee grew up in Lusk, WY, on her family’s ranch. She loved riding horses and speding time outside and playing basketball.
She went to the University of Wyoming and graduated with a Business Administration degree. She loves tax because it is ever-evolving. Helping small business owners navigate compliance and strategy is so rewarding to her.
When Jaynee is not working, you can find her spending time with her husband toddler son and their fur-friend. They like to camp, fish, hike and hunt. They also enjoy spending weekends on the ranch in the summer.
Jason is a small business consultant specializing in LLCs and S Corporations including entity structure, self-employment taxes and retirement planning. He is quick to point out that while some basics cover all situations, every business is truly unique. He is the author of Taxpayer’s Comprehensive Guide to LLCs and S Corps.
He is also a financial expert witness primarily in divorce matters, prepares business valuations and is a financial planner with SFD Capital, a registered investment advisor firm. Download CV here.
Jason was an airline pilot for 17 years and has a BBA and an MBA from the University of Wisconsin – Madison. Amazing he made it out alive. He has also recently passed the CPA exam is now a licensed California CPA. To add to the fun, Jason also likes dirt biking, hiking the incline and cooling off with Ruby Red infused Whiskey mixed with diet sweet and sour (getting old stinks).
Ethan grew up in Colorado. As a kid, he liked to go hiking and camping. His favorite movie is The Sandlot. He graduated with his bachelor’s degree in accounting from Colorado State University-Pueblo. He got his master of science in accounting from Western Governors University. He chose accounting as a profession because he enjoys business and accounting is the basis of every business.
Ethan is married to his wife Hannah. They have a son named Oliver, and a daughter named Carter. They also have a German Shepherd and a Lab. When Ethan is not at work, he likes to travel and do activities with his kids. They like to go to the zoo, museums, and parks.
Emily grew up in Arizona riding bikes and catching lizards. She chose accounting as a profession after taking some classes in high school, and finding out she was really good at it! (Maybe it’s in her blood, because her Great-Grandfather owned his own firm!) She has 2 Corgis named Newton and Dallas, and she spends her free time reading and playing her current video game obsession: Baldur’s Gate 3.
Emily grew up in Colorado Springs. As a kid she loved to play outside with friends, read and spend time with family. She graduated from the University of Northern Colorado, Greely with a Bachelor’s degree in Psychology. Her favorite subjects were Anatomy and Physiology and Child Psychology.
Emily is married to her college sweetheart and they have a son, two cats, and a dog. In her free time she enjoys reading thriller novels, guessing whodoneit, hiking in the mountains, and enjoying time with her family and friends. She’s also a fan of the Green Bay Packers!
Corey grew up just outside Colorado Springs in Falcon, Colorado. He played football, basketball and cross-country. His family went camping a lot and visited many national parks.
He received his associate degree in business, from Pikes Peak Community College where went on to graduate with a bachelor’s degree in business administration, with an emphasis in Accounting. His accounting classes caught his interest in college, then he started learning about taxes and wanted to learn the ins and outs of them and how they work.
In his free time, he enjoys playing baseball, basketball, and slow pitch softball. Corey has his skydiving license and likes to jump out of airplanes for fun, with 58 jumps currently. You can also find him outside, camping, hiking, fishing, and going on road trips. If he is not outside, he is enjoying TV, movies, playing videogames, board games or playing guitar, drums and piano.