Julia Stelloh, CPA/PFS
Julia has over ten years of experience in tax advising services pertaining to individuals, trusts, estates, and businesses. Prior to pursuing her accounting career, she spent twelve years in the telecommunications industry in product management, pricing strategy, contract negotiations and sales positions. The combination of her business background, a strong interest in personal finance, and the CPA designation create opportunities to provide clients with a holistic and practical approach to tax advising and planning for individuals and small businesses as well as fiduciaries.
Julia is a certified Personal Financial Specialist (PFS), a designation granted solely to CPAs. The PFS certification requires considerable personal financial planning education. This knowledge is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning—including estate, retirement, investments and insurance—have tax implications and comprehensive planning is an integral part of services provided by our firm.
In her downtime, Julia enjoys time with her family, involvement in the community, and an active Colorado lifestyle.
State of Colorado CPA license #32233
- American Institute of Certified Public Accountants (AICPA)
- Colorado Society of Certified Public Accountants (COCPA)
- MBA-Finance, University of Denver
- BA, University of Nebraska