SJ Pohlman

SJ brings a strong technical foundation and a client-first mindset to the team. She holds a Bachelor’s degree in Accounting from Indiana University and a Master’s in Accounting from Villanova University. She began her career in Chicago, gaining experience in public accounting and private equity real estate while earning her CPA designation. Now based in Colorado, SJ is a CFP® professional and holds her Series 7 license through LPL Financial. As a Wealth Manager, she plays a key role in delivering responsive, detail-oriented guidance and wealth management strategies to clients.