CONTACT:
303.988.1900

Jere Campbell

Patti Carpenter

Vicki Greivel

Aaron Hancey

Sherri Hannaway

Susie Lechnir

Gerri Nelson

Kelley Olds

Bryce Olson

Dan Pace

Tyler Perry

Joel Van Cleve

Ashley Wike

GERRI NELSON, CPA/PFS, MT

Gerri Nelson is a Tax Manager for Bradley Consulting Group and brings over 32 years of public accounting and industry experience to our firm. Gerri’s ability to decipher complicated corporate tax law and understand the impact it will have on our clients makes her a valuable and much sought after Team resource. She holds a Bachelor of Science degree in Business Administration from the University of Nebraska, a Master of Taxation degree from Denver University, is a licensed CPA in both Colorado and Nebraska, and has recently been certified as a Personal Financial Specialist with the AICPA.

Gerri specializes in closely held businesses, pass-through entities, family partnerships, trusts, and high net worth individuals. She participates in estate plan implementation, individual income tax preparation and planning, gift tax, wealth transfer, succession planning, and retirement / benefit planning from an employee and employer perspective.

Gerri prefers to focus on processes and good business practices, and has obtained the Personal Financial Specialist credential from the American Institute of Certified Public Accountants. Her passion is to help clients increase their net wealth.

Industry experience includes real estate, retail, sales, health care, and other service businesses.