Alice G. Bullwinkle brings to Capital Investment Counsel more than 25 years of experience in the investment management business and is a CERTIFIED FINANCIAL PLANNER™ with expertise in retirement, tax, investment and estate matters. Prior to joining CIC, Alice owned North Star Financial Direction, Inc., a wealth management firm, and worked as Manager of Personal Financial Counseling at Ernst & Young in Denver, and Supervisor of Personal Financial Planning for Laventhol & Horwath in Denver. A graduate of Principia College (IL), Alice also has a Master’s degree from the University of Michigan. She served 12 years as a Trustee of Principia College, chairing the Audit Committee and serving on the Finance Committee, which managed a $450 million endowment. Alice is past President and Chairman of the Rocky Mountain Chapter of the International Association for Financial Planning, now the Financial Planning Association, where she also served on the national board of directors and continues to be a member. In addition, she is a past President of the Centennial Estate Planning Council. |
