About Us

Caitlin “Cat” Campbell

has a bachelor’s degree in Finance and Marketing from the University of Colorado, is an IRS Enrolled Agent and a Ramsey Preferred Coach. She has been coaching clients through their financial challenges and opportunities since 2003. After many years of coaching, Cat realized that taxes were the largest expense most people have. She became an IRS Enrolled Agent in 2013 to ensure our clients weren’t just tax efficient but also had an expert to fight for their best interest before the IRS. Cat also recently became a National Tax Practitioner Institute Fellow after completing extensive training in the field of tax representation and resolution.

Outside of work she also volunteers with Dave Ramsey to coordinate his Financial Peace University and Legacy Journey classes. She serves on the advisory board for Alternativ, a locally based international non-profit