Our Team
Mark Paller
Mark Paller holds a B.S. in Business Administration from Northern Arizona University (1983). He is a Certified Public Accountant (1988), Certified Financial Planner (1997) and holds the Personal Financial Specialist designation by the American Institute of Certified Public Accountants (2001). Additionally, he has previously earned a number of other professional certifications with the goal of totally understanding business, investing and personal finance.
In 1992 he founded Paller Financial Services.
He and his wife Susan have two adult daughters, enjoy outdoor sports and home improvement projects.
Education
Northern Arizona University
BSBA, Accounting & Finance (1983)
Activities & Affiliations
Financial Planning Association, Member
American Institute of Certified Public Accountants, Member
National Association of Personal Financial Advisors, Member
Mark Mogle
Mark Mogle is a Certified Financial Planner and Enrolled Agent. He first developed an interest in financial planning and wealth management when he was sixteen years old and his father passed away. At that time he saw the financial challenges his mom faced which inspired him to dedicate his studies to become an expert in finance and business. Mark has prepared numerous financial plans that dealt with wealth accumulation and preservation, retirement income, taxes and general business matters.
Education
Union University
B.S. Business Administration and Management
Activities & Affiliations
Financial Planning Association, Member
National Association of Enrolled Agents, Member
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Kim Klein
Kim Klein worked in the property and casualty insurance industry for a number of years and in 2014 joined Paller Financial. Her and her husband Greg have two adult children. As a family they like to do all types of outdoor activities and enjoy the sport of baseball. She is a life-long fan of the Chicago Cubs and in 2016 took an impromptu road trip to Chicago when they were in the World Series. She prepares intome tax returns, assists with small business accounting matters acts as the chief compliance officer and other support activities.
Education
Metropolitan State College
General Business Management
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Noelle Kurtz
Noelle is responsible for data gathering, scheduling, paperwork processing, vendor relationships, and general management of the office.
Education
Jamison White
Recent graduate from CU Boulder in May of 2023, Jamison is an associate advisor, CFP Candidate and actively pursuing EA certification. He is a Colorado native, with a passion for the outdoors, avid fly fisherman, loves to go backpacking, and going on road trips.
Education
University of Colorado Boulder
BSBA, Finance (Personal Financial Planning)
Activities & Affiliations
Financial Planning Association, Member
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Anjali Garud
Anjali is an income tax preparer and helps with tax processes.
Education
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Judy Wilson
Judy focuses on tax planning, preparation and tax notice responses while working with Kim on the firms small business accounting services.