Founder, Attorney at Law
Julia McVey received her law degree from the University of Denver College of Law in 1991 and her undergraduate degree from the University of Colorado Business School in 1982.
Julia is an elected Fellow of ACTEC (The American College of Trust and Estate Counsel). She has been a member of the Colorado and Denver Bar Associations since 1991 and is a member and past chair of The Rocky Mountain Estate Planning Council. An active member of the Trust and Estate Section of the Colorado Bar Association, Julia participates in various committees and has served as a Council Member of the Trust & Estate Section of the Colorado Bar Association. She is a frequent lecturer for the Bar Association’s continuing legal education courses, has authored articles for both the Colorado Lawyer (“Marital Agreements” and “Marriage, Divorce and Annulment When One Party is Arguably Incapacitated”) and Council Notes (“Estate Planning and Administration with Guns – a Moving Target”), and is Co-Editor of the Colorado Estate Planning Handbook (a publication of the Colorado Bar Association CLE) and Co-Editor of Council Notes since 2006 (a quarterly newsletter distributed to members of the Trust and Estate Section.
Julia is committed to giving back to the community as well. In that regard, she was a founding Partner and former Steering Committee Member of Social Venture Partners (SVP-Denver), a donor advised fund affiliated with the Denver Foundation; is past Chair and past Board member of Denver SCORES, a non-profit organization which provides an after school creative writing/soccer program for elementary students in the northwest Denver area; and is a current Board member of GuateStar, a 501c3 organization formed to assist the indigenous population of Guatemala with educational, spiritual and community projects.
Alma Tretteen was born and raised in Billings, Montana and moved to Denver to pursue a career. Following her career in accounting, Alma found her true passion for work in the field of estate planning, and probate and trust administration which she has been doing for the past 10 years. In her free time, Alma enjoys snowboarding, camping and dancing. She is devoted to her family and loves to spend time with her children, Jaylynn and Jordan.
Terri Smith has more than 20 years of experience in accounting and has assisted in estate and trust administration bookkeeping for over twelve years. In her free time, she enjoys photography, hiking and spending time with her family.