Team Members

Steven I. Levey, CPA/PFS
SLevey@GHPHorwath.com

Managing Director, GHP Horwath, P.C.
Director, Tax Department
Principal, GHP Investment Advisors, Inc.

• B.S.B.A. in Accounting, University of Denver
• Certified Public Accountant (CPA)-State of Colorado
• Personal Financial Specialist (PFS)-Accredited by the American Institute of Certified Public Accountants, 1986
• American Institute of Certified Public Accountants (AICPA) volunteer service:

o    2003 - 2004 Commissioner, National Accreditation Commission

o    2005 Personal Financial Planning National Technical Conference Committee Chair (also chaired 1995-1996)

o    2000 Electronic Business Task Force

o    1999 - 2001 Investment Conference Steering Committee Chair

o    1995 - 1998 Personal Financial Planning Division Executive Committee

• Colorado Society of Certified Public Accountants (CSCPA) volunteer service

o    Investment Planning and Personal Financial Planning Conferences, Chair

o    Personal Financial Planning Committee

o    Discussion Leader - Continuing Professional Education

Experience

• Twenty-seven years experience providing tax services
• Fee only personal financial planning
• Estate planning and related family owned business consulting
• Expert witness in Denver, Douglas and Jefferson County and Federal District Courts
• Frequent discussion leader for continuing education programs of the California, Colorado, Missouri, Texas, and Washington Society of Certified Public Accountants, American Institute of Certified Public Accountants, CPAmerica, College for Financial Planning, Financial Planning Association, Horwath International, and the Institute of Certified Financial Planners
• Selected as one of the top 250 financial advisers in the U.S. by Worth Magazine in 1997 - 1999, and 2002
• Included in 1999 - 2003 "Names to Know in Financial Planning" by Accounting Today and has been featured in Dow Jones Investment Advisor and Forbes Magazine.
• Mr. Levey has been quoted in Journal of Accountancy, Entrepreneur, Bloomberg Wealth Manager, Morningstar.com, and Kiplingers Personal Finance magazines.
• 2000 - 2003, Mr. Levey was named in Who’s Who in Accounting and Law by The Denver Business Journal