Jeff Watkins, CPA, JD

Jeff Watkins
Location: Denver Office
Phone: (303) 740-9400

Tax Partner

Jeff has been involved in public accounting for more than 15 years and leads the firm’s Wealth Advisory Services practice. He works primarily with high-net-worth individuals, who are frequently business executives, entrepreneurs, and families. He has extensive experience in individual income taxation, estate planning, family offices services, personal financial planning, and family financial counseling. Jeff helps build, preserve, and maximize their wealth by providing comprehensive solutions that consider the numerous aspects of wealth accumulation and its ramifications on business and family.


BS, Accounting
Drake University

JD, Georgia State University

Awards and Recognition

  • Best Wealth Manager, 5280 Magazine (2009-present)


  • Colorado Philanthropic Advisors Network, Past President
  • Denver Estate Planning Council, Past President
  • Seeds of Hope, Board Member & Chair Investment Advisory Council
  • Quarterly Forum, Board of Advisors
  • Anchor Center for Blind Children, Board Member and Treasurer

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