MANAGING PARTNER & OWNER
As Co-Founder/Owner and Managing Partner of The Holben Group, Jeff provides financial planning, investment and wealth advisory services to clients and is the architect of the firm’s vision, strategy and culture. He oversees the growth, profitability and marketing of the business, is the firm’s Chief Compliance Officer and is also a member of the Investment Committee. Jeff brings to The Holben Group high-level, corporate portfolio management experience, with a broad range of complex financial analysis experience from private equity to mergers and acquisitions. He’s managed major companies with the same processes that he now applies on behalf of individuals here at The Holben Group: goal based investments with the over-riding objectives of capital preservation and principal enhancement.
Prior to founding The Holben Group, Jeff was the Chief Financial Officer of several companies including P2 Energy Solutions, GeoGraphix (a division of Halliburton) and BlueCreek Energy. In each of these companies, Jeff was responsible for managing, planning and investing the companies’ cash reserves as well as accounting, human resources, IT, mergers and acquisitions.
Jeff graduated from the University of Denver with a Bachelor of Science in Business Administration and Finance and from the University of Notre Dame with a Masters of Business Administration where he earned High Honors.
When he’s not working, Jeff is a family man who enjoys spending time with his wife and two sons. He likes the outdoors, golf, reading and watching all levels of football and soccer (his playing days are long past).
Clinton joined The Holben Group in 2009 as a partner and Wealth Advisor. Clinton provides a focused approach to managing high and ultra-high net worth individuals with insight and strategies focusing on integrity, transparency and fiduciary accountability. He strives to help clients reach their goals through financial and estate planning while using an efficient, balanced portfolio. He is also a member of the Investment Committee.
Before joining The Holben Group, Clinton managed over $750 million for clients of TIAA-CREF and was consistently ranked in the top 10, nationwide, for client satisfaction and investment knowledge. Prior to TIAA-CREF, he worked at TD Ameritrade and at Charles Schwab & Co. where he provided complex planning and securities trading for invitation-only clients, VIPs and executive staff of Fortune 500 companies.
Clinton earned his Bachelor of Science in Finance and International Business from Metropolitan State University of Denver and spent 6 years in the US Navy during Desert Shield/Desert Storm as a cryptologist and specialist in search and seizure.
Clinton lives in Arvada with his wife and son, enjoys riding his Harley Davidson and has been known to spend his weekends on extreme obstacle courses.
OWNER & MANAGING PARTNER, HOLBEN HAY LAKE BALZER CPAS
Bill is a Co-Founder/Owner of The Holben Group, but spends the majority of his time as Managing Partner of Holben Hay Lake Balzer CPAs, one of the largest local accounting, tax and auditing firms in Denver. A widely respected member of Colorado's Front Range financial and accounting community, Bill has long specialized in master tax-planning strategies and related financial planning for high net worth individuals. His background includes numerous speaking engagements as well as expert testimony in both state and federal courts on accounting matters. For decades he has conducted and supervised complex auditing, tax planning and business consulting services for significant Colorado companies and institutions. All that and Bill has still found time to serve on a myriad of committees for the U.S. Tennis Association, the Colorado Tennis Association, his Rotary Club, country club and more.
Bill is a CPA and graduated from the University of Colorado in Boulder.
When not working, Bill enjoys travel, golfing, skiing, reading and spending time with his 10 grandkids. A Denver native, he lives in Denver with his wife.