History
Established in 1998.
The practice of Charlene K. Morton, CPA, has been a mainstay in the North Denver for over 30 years. In 2012, she retired, and turned the reins over to her long-time employee, Clark Saenz. He added her clientele into his own growing practice, and is carrying on the good (but different) name, in the same office, and with the same great employees.
In addition to that, Clark had a 20 year career in corporate finance and accounting. Most recently, he was the Manager of Finance and Controlling for Vestas Wind Systems. Prior to that, he held financial manager and/or controller roles for Sun Microsystems and Motorola. Those were exciting times, and a lot of fun, but nothing compares to serving the world's greatest clients.
Meet the Business Owner: Clark S.
In 2012, I took over the tax and accounting business of Charlene Morton, CPA, where I had been working nights and weekends since 1998. I had my own small tax and accounting practice as well, but taking on Charlene's wonderful clients allowed me to pursue it as a full-time passion. Then, in early 2014, I took over Charlene's investment management business, and Charlene moved into full-time retirement.
Personally, I'm not very interesting. I grew up in Broomfield, and earned my undergraduate and Masters degrees from the University of Colorado-Boulder. After my undergraduate studies, I went to work for Motorola in Phoenix for 5 years and got married. Eventually, the mountains (and grandma babysitters) called, and we moved back. We live here in the north metro area, we've been married for over 20 years, we have 3 terrific kids and one not-so-terrific dog. I love Colorado, the north metro area, and I never want to live anywhere else.
