Samuel Ysusi

As a partner in our wealth management practice, I provide comprehensive solutions that help high-net- worth individuals and families build, preserve, and transfer wealth as tax efficiently as possible. I have expertise in wealth advisory, wealth transfer planning, income tax planning, financial planning, and charitable/philanthropic planning. Many of my clients are business executives, entrepreneurs, and multigenerational family business owners.

Colleagues and clients appreciate my positive outlook. My clients recognize that I truly care about them — and that I take a holistic approach to achieving their financial goals. With 15 years of experience, one aspect I love about this career is the ability to mentor young staff and help them develop professionally.

I belong to the AICPA, the Colorado Society of CPAs, and the Rocky Mountain Estate Planning Council.I earned my B.S. in business administration with an emphasis in accounting from the University of California Berkeley and my M.B.T. from the University of Southern California.

Outside of work, you can find me spending time with my wife and three daughters or golfing and skiing.