Jeane Dole | Owner/Principal

About: Jeane is a formally eductated interior designer with 20 years of experience in residential, whole-house design. Her company, a la carte DESIGN is a full service interior design firm where Jeane delights in and gains enormous satisfaction from assisting her clients in transforming their personal living spaces.

Specialties: While Jeane and a la carte DESIGN provide a full spectrum of residential interior design services, Jeane likes to say that she specializes in two areas. She apecializes in 1) "Kitchens that cook, even if you don't!” and she specializes in 2) " couples interior design therapy"!

Quote: "I believe that a person's home is their sanctuary. It should support you physically, emotionally and psychologically. It is my honor to assist my clients in attaining their highest vision for their home." — Jeane Dole, Principal, a la carte DESIGN

Connect: Contact Jeane at jtdole@alacartedesign.com, at (303) 885-7706, or visit her website below!

MEMBER SINCE FEBRUARY 2020

Anna Faulk | President

Anna Faulk_Denver CO.jpeg

About: Anna Faulk owns Incline Business Essentials in Breckenridge, CO which helps small business owners from Denver to Aspen keep up with payables, receivables, payroll, sales tax, insurance compliance, and administrative deadlines.

Anna began her career as an elementary school teacher, but then started her bookkeeping business in 2010 with just a couple of clients. In the beginning, she had a very small client base so she doubled as a bartender for the slowest lunch shifts at a French Restaurant in Denver…..she had the slowest shifts because she was a terrible bartender! But they fed her, and the job afforded her enough time to build her client base.

Over the last 10+ years she has grown her company to a seven-person team.

Specialties: Traditional bookkeeping is a function of crunching numbers. Anna loves to move up a level to analysis and unravel what the numbers actually mean. The numbers paint a picture of the business. They tell a story. By identifying the story, the business owner can learn to write the rest of the story instead of just being along for the ride.

Quote: “You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose.” — Dr. Seuss

Connect: Contact Anna at afaulk@inclinebusinessessentials.com or at (970) 900-1201, or visit her website below!

MEMBER SINCE JUNE 2021

Incline Business Essentials provides bookkeeping services. We work closely with CPAs to ensure that they are provided with accurate financials for tax preparation. We are not licensed CPAs and do not file income tax returns.

Pamela Maass Garrett | Attorney and Owner

LAW MOTHER: ASSET PROTECTION AND ESTATE PLANNING | WWW.LAWMOTHER.COM |
INFO@LAWMOTHER.COM | (720) 706-0036

About: Pamela was recognized by 5280 Magazine, Colorado Parent Magazine, and Super Lawyer as a Top Estate Planning lawyer for 2022. Law Mother is an Estate Planning and Asset Protection Law Firm helping Colorado clients statewide. Pamela and her team help families and business owners protect their future and loved ones. Pamela started her career as a Deputy District Attorney in Boulder, she has over 40 jury trials under her belt and she uses her litigation experience to help her clients plan in a way to keep their loved ones out of court and conflict. Pamela earned her B.S. in Industrial Engineering, M.S. in Civil Engineering, and J.D. in Law.

Specialties: Law Mother is an Estate Planning and Asset Protection Law Firm helping Colorado clients statewide. Pamela and her team help families and business owners protect their future and loved ones.

Quote: Estate planning is not about you, it’s about the people you love most.

Connect: Contact Pamela at info@lawmother.com or at (720) 706-0036, or visit her website below!

MEMBER SINCE JANUARY 2023

Katherine Moskal | Health Insurance Agent

About: Katherine attended Metropolitan State University with a goal of becoming an elementary school teacher. Life threw some curve balls and she wound up meeting some very incredible people at USHA in 2020. This is where she began her career in health insurance. She enjoys meeting new people, learning about them, and helping them solve their health insurance needs. She feels that her caring approach towards her clients encourages a fuller understanding of their needs, which inevitably leads to a better tailored product. Katherine genuinely cares about those she serves. It’s fair to say that she would not sell a policy to her clients that she wouldn’t put her family on.

What sets Katherine apart is her commitment to her clients. She custom tailors plans to fit her client’s needs while still heeding to their budget. She is dedicated to helping her clients obtain effective and economical health coverage. Katherine doesn’t consider her job complete until her clients are delighted with and have a thorough grasp of their coverage. Still, life brings changes. Katherine is readily accessible on her cell phone or email to help navigate those developments and to solve questions her clients may have.

Katherine is also engaged in helping better her community. She is the volunteer coordinator for her office, where she organizes their quarterly charity initiatives.

Specialties: Katherine is licensed in life, accident and health insurance in Colorado and 31 other states. She specializes in private health, dental, vision, and supplemental insurance; also while focusing on custom tailored products for small businesses, the self-employed, families, and others who must pay for their own health coverage. Through her network of health plans, her agency has helped over 15 million customers.

Quote: “Always Deliver More Than Expected” — Larry Page

Connect: Contact Katherine at katherine@moskalhealthplans.com or at (303) 900-5666, or visit her website below!

MEMBER SINCE APRIL 2022

Nicole Robilotto | Realtor

MAMA BEAR TEAM WITH EXIT REALTY DTC | WWW.MAMABEARTEAM.COM
NICOLE@MAMABEARTEAM.COM | (303) 834-2642

About: Originally from upstate NY, Nicole fell in love with Colorado after visiting and knew that it was the place she would feel at home. Her love of the outdoors and my appreciation of the myriad natural landscapes grows year over year, as she explore more and more of our beautiful state. As a wife of an Elementary School Teacher, she has a true passion for working with individuals who serve the community.

Over the course of her career, she has developed a strong work ethic and an attention to detail that, when paired with her honesty and loyalty, makes the process of buying or selling your home a success.

Buying or selling a home is a big decision and you deserve a trusted partner. I will work tirelessly for you to ensure that you are informed and that your interests are protected every step of the way. Allow me to be your advisor!

Specialties: Nicole specializes in working with Teachers and School Administrators find a place they can call home. Nicole also specializes in working with individuals who have been designated as Personal Representatives and need assistance navigating through the process when Real Estate is involved.

Quote: “The Mama Bear Team....Fiercely Protecting You With Every Move!”

Connect: Contact Nicole at nicole@mamabearteam.com or at (303) 834-2642, or visit her website below!

MEMBER SINCE MAY 2022

Rachael Roth | Mortgage Loan Originator

About: Whether you're buying, selling, refinancing, or building your dream home, you have a lot riding on your loan specialist. Since market conditions and mortgage programs change frequently, you need to make sure you're dealing with a top professional who is able to give you quick and accurate financial advice. As an experienced loan officer, Rachael has the knowledge and expertise you need to explore the many financing options available.

Ensuring that you make the right choice for you and your family is Rachael's ultimate goal. She is committed to providing my customers with mortgage services that exceed their expectations. Rachael hopes you'll browse her website, check out the different loan programs she has available, use her decision-making tools and calculators, and use the secure online application to get started.

After you've applied, Rachel will call you to discuss the details of your loan, or you may choose to set up an appointment with her using my online form. As always, you may contact her anytime by phone, fax or email for personalized service and expert advice.

Specialties: Rachael is an Experienced Mortgage Loan Officer with a demonstrated history of working in the residential mortgage and financial services industries. Not only is she skilled in real estate, but customer service and sales as well. Rachael has a Bachelor of Business focused in Business Management and Entrepreneurship from University of Wyoming College of Business.

Connect: Contact Rachael at rroth@homemortgagealliance.com or at (844) 279-7997, or visit her website below!

MEMBER SINCE FEBRUARY 2020

Taylor Short | Job Reset Coach

About: Taylor Short is an ICF Certified Coach and Author. 15+ years experience in the corporate space and an MBA in Marketing. She loves helping people thrive in their career. To help balance out the amazing external success her clients experience in their jobs with learning how to also have the lifestyle and internal happiness they desire so deeply as well... all without leaving their job! She is passionate about shaking up the belief that work has to feel hard and that we have to sacrifice the rest of our lives to be amazing in our jobs.

Specialties: As a Job Reset Coach, Taylor partners with companies and individuals to help them thrive in the jobs they have now. Not a traditional Career Coach that focuses on finding another job, Taylor has the belief that we need to move away from "the grass is greener" belief and she helps people find even more success (internally and externally) in the jobs they have now. No more job hopping, no more burnout. Finding happiness, purpose, motivation, creativity and even more joy in the jobs they have now.

Quote: "Life isn't meant to be getting through your work years until you can someday retire and finally start living." — Taylor Short

Connect: Contact Taylor at taylor@harmoniousreturn.com or at (970) 412-3227, or visit her website below!

MEMBER SINCE NOVEMBER 2021

Dana Vander Dussen | Senior Manager

Dana Vander Dussen_Denver Co.jpeg

About: Dana is the Senior Manager for Incline Business Essentials in Breckenridge, CO. She graduated with a B.A. in Arts & Applied Science/Paralegal from Eastern New Mexico University. She began working in Property Management and Real Estate part-time her first two years in college.

She then transitioned to a bookkeeper for three large dairy farms where she managed all payroll, invoicing and A/P along with various other accounting responsibilities. This evolved into a full-time position upon graduation where she continued to work until moving to Wisconsin to start a family. Dana spent the next seven years raising their three children until her husband’s job took them to Colorado where she immediately began working for Incline Business Essentials.

Specialties: When Dana first started working with Anna, they had a few clients that came to them as a bookkeeping disaster. Maybe it was their previous bookkeeper, maybe they thought they could keep up? These are usually Dana’s favorite clients. It’s a little bit of a bookkeeping “mystery” because you really have no idea what you will find. She loves to unravel the mess and clean it up. Because of this, Dana has also taken on the role as the Onboarding Specialist, helping new clients get set up with payroll, QBO, sales tax and anything else their business will need.

Quote: Sometimes you will never know the value of a moment until it becomes a memory.

Connect: Contact Dana at dvanderdussen@inclinebusinessessentials.com or at (720) 900-2080, or visit her website below!

MEMBER SINCE JUNE 2021

Incline Business Essentials provides bookkeeping services. We work closely with CPAs to ensure that they are provided with accurate financials for tax preparation. We are not licensed CPAs and do not file income tax returns.