Marilynne is a Certified Public Accountant/Personal Financial Specialist (CPA/PFS), a CERTIFIED FINANCIAL PLANNER™ Professional and an Accredited Estate Planner (AEP). She has partnered with her clients to help them work towards their financial objectives for more than 15 years. Marilynne has a deep understanding of the issues and needs of the independent business owner having founded and operated a small business for many years. Using that experience, she then moved to accounting in industry, where she was able to use her previous experience. Realizing that she truly enjoyed working with individuals, Marilynne began to assist individuals and businesses with tax preparation, and eventually entered the business valuation arena. While this was challenging technical work, Marilynne recognized that financial planning offered the most opportunity to be a part of positive changes in her clients’ lives.
Building on her diverse experience and training, Marilynne’s work at New West Advisors encompasses every facet of our clients’ investment, financial, investment tax and estate planning needs. From setting up personal websites, where clients can develop their own spending plans, to education planning, to estimating future retirement success, and from analyzing where risk might be mitigated to income tax basis calculations to education planning to Social Security and Medicare planning, Marilynne applies her technical skills. From income tax minimization to developing multi-generational legacy planning, Marilynne works with clients’ other advisers to develop appropriate strategies for their needs. Most of all, she revels in the challenge and privilege of being able to walk alongside clients to discover their needs and to design custom options for them.
Holding an undergraduate degree in Economics from Lake Forest College, Marilynne earned an MBA in Accounting as well as a Masters in Taxation, Finance emphasis, from the Leeds School at the University of Colorado–Boulder. She is the President of the Boulder/Longmont Chapter of the Colorado Society of CPAs, formerly the Chair of the Boulder Rotary Club Foundation and past President of the Boulder County Estate Planning Council. Marilynne loves the outdoors—having lived in many beautiful places in the past, she really can appreciate the awesome mountains and flowers of Colorado, and the sensational wilds of Utah.