Karen Winkelman

01_VCF_Icon 02_LinkedIn_Icon 03_Mail_IconFounder – Principle

Karen Reidy Winkelman is the founder of Elevation and leads the firm’s family office group, where she oversees all income and estate tax planning, financial planning, customized financial reporting, bookkeeping, bill pay and management services. She also provides insurance oversight, employee supervision, and family governance support for her clients.  She is honored to serve as the personal CFO/COO for her clients.

Prior to founding Elevation, Karen was a tax partner in the wealth advisory group at EKS&H, where she also established the firm’s family office practice. Karen has extensive experience assisting high net worth individuals, families and charities with their income and estate tax, family office and personal financial planning needs. The foundation of Karen’s accounting and family office knowledge stems from her time in the music industry, as the Treasurer/CFO of Red Light Management and Dave Matthews Band. From there she continued that experience at Gelfand, Rennert & Feldman, a well-respected entertainment business management firm.

Karen earned a B.S. in accounting from the University of Colorado. She is a member of the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants.

Karen currently serves as the President of the Rocky Mountain Estate Planning Council. She is a past Board Chair of the Cherry Creek Schools Foundation and sits on the Professional Advisory Board of the Rose Community Foundation.

Karen resides in Greenwood Village with her husband and two daughters.