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 Susan E. Johnston, CFP® Principal and Founder
Susie Johnston founded Cherry Hills Investment Advisors in 1999. After managing the brokerage department of a branch bank, she trained under very successful and prominent financial planners in the Denver area for six years. She successfully completed the Certified Financial Planning Licensee Program in 1999 and attended the Institute of Certified Financial Planners CFP Residency program, before starting her own business. She is a Registered Investment Advisor with the Securities and Exchange Commission.
Susie's degree and early career was in education, which helps her to simplify and communicate complex concepts to clients. She enjoys helping clients learn more about investing so they can make better decisions.
Susie is currently a member of the Financial Planning Association of Colorado where she served as President and Chairman of the Board of this distinguished organization. She also served on the board of the Estate Planning Council of Southeast Denver. Susie attends and conducts study groups with other Certified Financial Planners and has been interviewed by the Rocky Mountain News, Denver Post, Financial Planning Magazine, Channel 9 News, CBS MarketWatch, Business Week, as well as the Wall Street Journal. Susie has also appeared on ABC's Nightly News.
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 Valerie Antonioli, MBA, CFP®, CMA Principal
Valerie has been a financial professional for more than 25 years, providing financial planning and investment management services to clients since 2001. Prior to that, she was a finance executive at a large fortune 500 corporation. Valerie joined the firm in 2004 and is the current Chairman of the FPA of Colorado.
Valerie is a Certified Financial Planning practitioner as well as a Certified Management Accountant. She is a graduate of the College for Financial Planning, and has both a BA and an MBA from the University of New Mexico. Among other non-profit affiliations, Valerie has served as President and Chairman of the Financial Planning Association of Colorado and is on the Board of the Ronald McDonald House Charities as a Finance Committee and Granting Committee member.
Valerie has been quoted in the Wall Street Journal, Investors Business Daily, and Smart Money.
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 Kate Scott, CPA, CFP®, MBA Principal
In addition to practicing as a Certified Public Accountant for several years, Kate has worked in the financial services industry for 20-plus years. She began her career working on the Floor of the Pacific Coast Stock Exchange and later opened the Denver office of a New York investment firm as Principal. Kate has worked with securities analysts, portfolio managers and traders at the institutional level. She turned her focus to personal financial planning in 2001 and joined the Firm in 2005.
Kate holds an undergraduate business degree from the The George Washington University and an MBA from the University of California at Berkeley. She is a Certfied Financial Planner® and a Certified Public Accountant.
Kate was the 2008 President of the Financial Planning Association of Colorado and was on the Board of ArtReach, a non-profit serving at-risk communities. Kate was recently invited to speak on a national NPR radio program (see link) and has been a resource for Smartmoney.com and Investment Advisor magazine. She has also appeared as a guest on Moneyline9 in Denver.
All of our Financial Advisors have been selected as "America's Top Financial Planners". Visit www.consumersresearchcncl.org to learn more about this prestigious honor. |
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©2010 Cherry Hills Investment Advisors, LLC. All rights reserved. |
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