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?
Sponsor Generated Content
Wells Fargo’s Chris Burns has been promoted to principal business relationship manager for Fort Collins, Loveland and Windsor. Burns joined Wells Fargo in 1996. He has served as a store manager and, in 2000, he joined the Business Banking team. Burns is active in many local organizations including RamStrength, United Way and the Founders Society of the Fort Collins Museum of Art.
Isaac Essay, private client advisor for First National Wealth Management, and Eric Rakness, financial planning account executive, have met the experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
Rick Riddoch, social worker at Pathways Hospice, was recognized for his expertise and compassionate service to hospice patients and their families by the Colorado Center for Hospice and Palliative Care. Riddoch is the first social worker in Colorado to receive the Advanced Certified Hospice & Palliative Care Social Worker designation. He is actively involved in helping others in his profession as a preceptor for interns at Pathways Hospice.
Alpha Center has added new staff members Jennifer Musgrave, PA, and Kristin Crabtree. Musgrave will join the medical team and provide screening for STI/STDs in the clinic. Crabtree will manage the student cafe The Commons at 1221 W. Elizabeth. The Commons is a joint project of Alpha Center and Blessed John 23rd and is slated to open mid-January 2012.
Linda McCarney, a board certified neonatal nurse practitioner, has been named to a committee charged with overseeing educational programs to improve the care and resuscitation of newborns. McCarney is an employee of Children’s Hospital Colorado and is contracted to work in the neonatal intensive care unit and Monfort Family Birth Center at North Colorado Medical Center.
Joe Palieri will join Realtec Commercial’s Loveland office effective Jan. 1. Palieri returns to Realtec as a CCIM-certified broker after spending several years working with commercial developers and pursuing various entrepreneurial endeavors. Active in numerous real estate organizations in Colorado, Palieri is also a Past President of the Northern Colorado Commercial Association of Realtors.
Natalie Davis has joined The Group Inc. Real Estate as a broker associate/partner in the Loveland office. Prior to relocating to Northern Colorado she served as the executive director of the Mount Pleasant, Texas, Chamber of Commerce.
Rick Wilhoit, Ryan McDonald and Amy Childers have joined the Architecture Plus team. Wilhoit is currently working on drawings for the major renovation of Poudre High School and McDonald is working on the renovation of a downtown Loveland storefront. With a degree in marketing, Childers will be responsible for attracting and securing future work through project proposals.
The Institute of Business and Medical Careers welcomes Mechelle Beddoe and Dondi Gesick to the IBMC Career Services team as Externship Coordinators at the Fort Collins and Greeley campuses, respectively. Beddoe and Gesick will primarily serve as liaisons to the Northern Colorado business community through networking. They will develop externship sites for trained IBMC students and foster relationships with local employers.
Laura McEachern, CPA has been named manager of accounting firm RLR LLP’s Greeley office. McEachern previously worked at Brock and Company, CPAs as an auditor and a tax preparer and has spent the past few years providing accounting and tax services for nonprofits, individuals and small businesses in the Front Range. Chris Stolte, CPA is joining the RLR professional staff team and will work on financial statement audits and tax returns.
If you have an item to share about a promotion, job change or career news of note, e-mail it to Noah Guillaume at firstname.lastname@example.org, or mail it to On The Job at NCBR, P.O. Box 270810, Fort Collins, CO 80527.