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Blue Heron Capital

(720) 488-8604


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Team

As a team, we give you our complete attention to focus on your wants and needs with extensive planning and personalized advice. Our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As experienced professionals, we can help you with an approach designed to address your individual situation.

Click on each Team Member's name for a complete bio.

 
For more than 25 years Linda has helped clients plan for their financial needs. She focuses on planning for retirement including income for life, estate and income taxes, business succession, charitable giving and (click photo for more)

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From his earlier careers as a CPA, Chief Financial Officer for the University of Denver, successful small business owner and business coach, Carl has always focused on preparing for the future. (click photo for more)

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Angie Jesse

Client Services Specialist

720-488-8604

720-488-2694

Angie Jesse is our Client Services Specialist. She is responsible for tracking client deliverables, account activity and supporting client requirements and inquiries to Linda. Angie brings to the team over 15 years of customer service...

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Jess Monyelle

Administrative Assistant

720-488-8604

720-488-2694

Jessica Monyelle is our Administrative Assistant. She is the smiling face who greets our clients as they arrive and supports our team. Jessica adds to the Blue Heron Capital team 10-years of administrative and office management...

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Ed Greene

Radio Co-Host

720-488-8604

720-488-2694

Ed Greene spent almost all of his broadcast career in Denver, Colorado beginning as a disc jockey at KLZ, then onto KIMN, KIMN-FM, KAAT and KTLK Radio with stints ranging from disc jockey to Music Director to Program Director. In 1976...

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Esty Atlas

Director of Communications

720-488-8604

720-488-2694

Irony is the slice of life. Esty is returning to radio where her broadcast career began many moons ago in college and later as a radio entertainment reporter. Her first professional interviews included the legendary singer Gladys...

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