We find ourselves in the middle of one of the greatest wealth transfer periods of all time. Those with wealth must decide whether they want to make transfers, and if they do, they must decide how much, to whom, when and in what structure?
Stephen L. West recently became a partner with Wealth Management Firm, Chapel & Collins LLC. West is a certified financial planner and has been a financial adviser with the firm since 2007. He works with individual clients as well as small businesses, and is chief compliance officer for the firm.
Sponsor Generated Content
Ryan Abrahamson of The Northern Colorado/Southern Wyoming Group of Northwestern Mutual in Fort Collins was awarded the PACESETTER 40 Award by Northwestern Mutual in January. Pacesetter 40 honors financial representatives who sell 40 or more life policies during their first six months in the business. Abrahamson joined the Fort Collins office in 2011.
Tracie Milton has become a broker associate/partner for The Group Inc., Real Estate at the Harmony Road office Fort Collins. Milton has a degree in finance and real estate from Colorado State University. She joined the Group in 2007 and has worked as a Licensed Personal Assistant to Vern Milton prior to beginning a career in sales. Kim Knight has joined The Group as a broker associate/partner in the Loveland office. Knight has worked as a real estate broker in Northern Colorado for the past 23 years. She also has experience as a general contractor, as a new construction manager, and a property manager.
Connecting Point promoted Shawn Hanselman to vice president of operations. Hanselman, with 16 years in the IT industry, has been with the company for two years. Previously, he was a sales engineer.
Neal Kawesch joined Burns Marketing Communications to assist with business development. As a business development director, Kawesch will put his 20 years of experience to work by helping companies generate meaningful customer engagement. He has held senior-level roles at J.D. Power and Associates, Wired Magazine, ListenLogic, Bizet Human Asset Management, and Qualvu.
Jared I. Marumoto, staff accountant for Soukup, Bush and Associates, CPAs, P.C. in Fort Collins, passed the Uniform Certified Public Accountant Exam and obtained his CPA license from the Colorado Board of Accountancy. Marumoto has served clients in the audit and tax consulting divisions of Soukup, Bush and Associates for the past three years. Scott E. Bush CPA, CVA, shareholder of Soukup, Bush & Associates, CPAs, P.C., has been nominated as chair of the Board of Directors of the Colorado Society of Certified Public Accountants. Bush’ one-year term as chair begins on May 1.
The Fort Collins office of Brock and Co., CPAs, P.C., promoted Russell Burgett to the position of senior accountant. Burgett joined the firm in 2009, after moving from Ohio. In January, Susan Johnson, CPA, celebrated 34 years of service with Brock and Co. Johnson is director of the Fort Collins office.
Matt Manfra joined the University of Northern Colorado as assistant vice president of alumni relations. Manfra will oversee annual giving and alumni mentoring programs, and provide leadership to the UNC Alumni Association board of directors. Manfra comes to UNC from Rutgers University, where he was director of outreach programs and alumni events for the alumni relations office.
Lisa Prewitt, service team leader of Brown & Brown in Fort Collins, was recently promoted to manage the service side of the business. Prewitt has been with Brown & Brown for nearly 10 years and has extensive experience in all aspects of the service needs of the complex client base.
Firestone Mayor Chad Auer was recently appointed to the executive committee of the Metro Mayors Caucus to serve a one-year term. The nine-member executive committee is the agenda-setting body for the Caucus, which was founded in 1993 and is comprised of 40 mayors from the Denver region. The goal of the Caucus is to promote cooperation, consensus and collaboration among regional issues.
Cindy Mackin has been selected as visitors services coordinator for the city of Loveland. Mackin will lead Destination Loveland, the city’s marketing strategy. A graduate of Loveland High School and Colorado State University, Mackin brings more than 15 years of marketing experience promoting businesses and tourism in northern Colorado.
James Herman, Guy Burke, Robert Arizmendi, Carl Moore and Ryan Scallon have been selected to begin their Ginsel, or apprenticeship period, in anticipation to be confirmed as committee members following the 90th Annual “World’s Largest 4th of July Rodeo and Western Celebration.” After successfully completing their Ginsel term, the five new members will replace those members who have reached the end of their term. Each committee member serves a four?year term after their Ginsel period.
If you have an item to share about a promotion, job change or career news of note, e-mail it to Noah Guillaume at email@example.com, or mail it to On The Job at NCBR, P.O. Box 270810, Fort Collins, CO 80527.