Sherry Mowatt, Corporate Accounting

Sherry Mowatt has been with the firm since it opened its doors in 1985.  She has been in the accounting field for more than 35 years and handles all aspects of the corporate accounting for Mowatt Financial.  Sherry holds Series 7 and 63 securities licenses.  In addition, she heads up the annual Mowatt Financial Inc. Business Appreciation Golf Tournament.

Michael Inzana, Operations & Trading

Mike works in the operations department processing trades and client requests.  He is the principle point of contact for all account related issues.  His experience includes several years in the securities industry handling all aspects of account services.  He currently holds his series 7 and 63 licenses.  Mike’s goal is to ensure client requests are handled in an efficient and timely manner.  In addition, Mike assists Dave by meeting with clients, on occasion, thereby giving them a second advisor to rely upon.

Autumn Mowatt, Advisory Accounting

Autumn has been with Mowatt Financial for many years providing clerical support on school breaks during high school and college.  After graduating from Colorado State University in 2005, Autumn began working full time at Mowatt Financial concentrating on revamping marketing materials and learning the firms accounting processes.  She is currently in charge of quarterly financial reporting and advisory fee accounting, as well as completing the conversion to our new reporting software.

Karen Clark, Operations

Karen has been employed with Mowatt Financial since February 2000.  She currently works in operations assisting Dave and Mike on a daily basis.  Her work experience includes client billing, data entry, accounting, customer service, insurance and database management.  Before coming to Mowatt Financial, Karen is proud of the fact that she had the privilege of working with Dave in the non-profit sector for over 15 years.  She excels at helping clients and fellow team members with solutions to problems.