About Us

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Robert Pontow

Robert began his career as an accountant with Arthur Andersen, LLC in 1993.  His main audit clients were in the financial and real estate industries.  

Robert graduated with honors from Lake Forest College, earning a bachelor's degree in both Economics and Math.  While in Chicago, he continued his academic pursuits and earned a master's degree in Accounting from DePaul University in 1995.  He passed the CPA exam later that year.

He moved back to Colorado in 1996 and obtained both his MBA and Master's in Real Estate and Construction Management from the University of Denver.  He spent 12 years working for a private real estate firm overseeing construction, lease-up, operations, and sales of over $650 million in real estate assets, earning annual returns in excess of 19% over that time period.

In 2006, Robert decided to go back to his skills as an accountant and financial advisor.  He obtained his certification from the College of Financial Planning and passed the CFP® exam so that he can better serve his clients, offering both tax and financial advice.

Robert worked for AXA Advisors, and later a private fee based financial advisory firm before deciding to start his own firm in late 2011.  Unlike most firms that offer either tax or financial advice, Robert is uniquely qualified to offer detailed services in both areas.

Robert is active in a number of professional organizations including the Colorado Society of Certified Public Accountants.

Robert moved back to Colorado to enjoy all the outdoor activities available.  His interests include water skiing, snow skiing, tennis, golf, hiking, and cycling with his wife and kids.