Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Michael D. Livens

CPA/Investment Advisor Representative

(970) 266-5904

(817) 439-6764

[email protected]

Michael D. Livens holds a degree of Bachelor of Business Administration from the University of Texas at San Antonio. He is a Certified Public Accountant, (CPA) and has over 25 years of experience in the field of Taxes and Financial...
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Gloria Graham

Accountant/Investment Assistant

(970) 266-5904

(817) 439-6764

[email protected]

Gloria Graham joined the firm of Michael D. Livens, CPA (IAR) in 1992. For the past 25 years, Gloria has been assisting in the accounting division where she specializes in financial statement preparation; Corporate/Individual Federal...
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Karen Davis

Accountant

(970) 266-5904

(817) 439-6764

Karen Davis has been working in Public accounting for over 20 years and joined the firm of Michael D. Livens, CPA (IAR) in 2001. She is a registered taxpayer representative with the Internal Revenue Service and assists the firm with...
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Linda Tufts

Administrative Assistant

970-266-5904

817-439-6764

[email protected]

Linda joined The Investing and Accounting Offices of Michael D. Livens, PC in May 2016. For the past 30+ years, Linda has worked in the fields of education, resort management, and construction. Her background includes employment...
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June Roberts

Records Management

970-266-5904

817-439-6764

[email protected]

June joined our team in 2015 as a part-time assistant. Her responsibilites include managing client records and office supplies for our team. Her background is primarily in the legal field and over the past 30 years, she has worked as a...
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