Gregory E. Pfanstiel CPA, MBA, CFP®
Shareholder

Role in the firm:

Shareholder Partner

Areas of service specialization:

Retirement Plan Design/Administration
Not-for-Profit Entities
Business and Personal Financial Planning
Physician Compensation Plans
Internal Control Systems
Corporate and Federal Income Taxes

Education

B.A. degree in Accounting from the Ball State University
M.B.A from Ball State University

Honors and Certifications

Colorado CPA Certificate
CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

Colorado Society of Certified Public Accountants (CSCPA)
Colorado Healthcare Strategy and Management (CHSM), Treasurer
Colorado Medical Group Management Association (CMGMA)
Healthcare Finance Management Association (HFMA), Audit Committee
Chair

Publications and Presentations

Accounts Payable - part of Physician Practitioner's Toolbox prepared for Denver Medical Society

Personal interests and activities

Two daughters, stock market and watching sports