The history of Chulick & Kozleski, LLP, is built upon a tradition of service, technical expertise, and innovative thinking -- all designed to meet the needs of a rapidly changing world. The experience and academic credentials of our partners and staff provide our clients with the expertise of larger firms, while our commitment to superior customer service offers a personal, one-on-one approach usually found in small firms.
We invite you to meet our staff:
Richard P. Chulick, CPA
MANAGING PARTNER
Rick has over 30 years of experience, including 18 years with the "Big Four" CPA firm of Deloitte & Touche where he was the Partner-in-Charge of the firm's Nevada tax practice. He also has ten years of business experience as the CEO and CFO of small and medium sized closely held companies. This experience allows him to advise his clients from a business and financial perspective and to provide his expertise as a tax and accounting professional. Although Rick has expertise in all areas of taxation, he has particular expertise in business taxation.
Rick has a BA in Accounting and Finance and an MBA from Michigan State University, and he has been an Adjunct Professor of Accounting and Taxation at the University of Michigan.
Brandi Henderson, CPA
TAX CONSULTANT
Brandi, who joined the firm in January, 2008, is a tax specialist with over 9 years of experience with Chulick & Kozleski, and other CPA firms in Kansas City and Boulder, Colorado. She has experience in individual and small business taxation as well as preparing returns for non-profit organizations. She also has extensive experience with QuickBooks and other accounting software. Brandi has a BS in Accounting from Oral Roberts University.
Carol Jensen
ACCOUNTANT
Carol has been with the firm since 2001. She brings to us over 40 years of accounting and business experience.
Bob Ruhmann
ACCOUNTANT
Bob joined the staff in May 2006 after a career in the telecommunications industry. Prior to that he spent five years in the United States Air Force as an electronics technician. Besides his accounting skills, Bob brings to the Firm and our clients a wealth of technical and management experience.
Ruth Chulick
MORNING SUN OFFICE MANAGER
Ruth oversees the day-to-day operations of our office as well as providing payroll preparation services for many of our clients.
Danielle Gaffney ACADEMY BLVD. OFFICE ADMINISTRATOR
Danielle joined the firm in summer of 2010. She brings strong communication, problem-solving, and administrative support to our Colorado Springs Office. She is currently a student at UCCS with a major in accounting.
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Todd Smith, CFP
DIRECTOR OF WEALTH MANAGEMENT
Todd, the newest member of our firm hired in 2011, brings 15 years of financial planning and investment mangement experience. Todd provides general oversight of our Colorado Springs office as well as running our newest wealth planning division where he provides personal financial planning and investment services to our individual and business clients.
Todd holds a B.A. from Hamilton College in Clinton, NY and the certified financial planner designation from the College of Financial Planning in Denver, CO.
