Marian Wellman has had
an income tax and financial planning practice for over 25 years, and is
thoroughly educated and trained in all aspects of financial advising.
Following receipt of an MBA in Finance from University of Colorado, she
began her career in 1983 with the predecessor of today’s Ameriprise
Financial Services, a division of American Express. She spent ten years
with a boutique Denver firm specializing in income tax preparation,
comprehensive financial planning, real estate and investments, and
launched her own private practice in 1996.
Wellman Financial Consulting, she
partnered with estate planning attorneys and
insurance executives to provide
a unique combination of complete financial advice for each client, from
the simplest tax preparation to comprehensive planning. In addition,
Marian also served as a Planned Giving Director for a church-based
multi-state charitable foundation, and served on boards of several
Marian has earned many
certifications and designations, including Certified Financial Planner,
Certified Estate Planner, as well as Registered Principal for her firm.
An accomplished public speaker, she provided dozens of lectures and
workshops yearly on a full range of tax planning and financial topics to
audiences in several states.
She was an Enrolled Agent (enabling client
representation before the IRS), a
Investment Advisor with Individual Asset Management, and continued her
income tax-financial planning practice in Mexico after moving in 2004.