facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

Our Team

Ed, Angie, Carl, Linda, Jess & John

As a team, we give you our complete attention to focus on your wants and needs with extensive planning and personalized advice. Our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. As experienced professionals, we can help you with an approach designed to address your individual situation.

Great things in business are never done by one person.

They're done by a team of people." 

-Steve Jobs

Linda Gardner Photo

Linda Gardner

CPA, Radio Host & Comprehensive Retirement Planner

For her entire career Linda has helped her clients plan for their tax, estate and financial needs. She is passionate about helping you plan for the unique needs of retirement including income for life, planning for and reducing income taxes, investment planning, estate planning, business succession, charitable giving and long-term care. She’s always looking out for what’s in your best interest.

She loves to share the knowledge through her radio shows and hundreds of presentations she’s given to individuals, businesses, church and civic groups, national organizations, CPA’s and estate planning attorneys. She’s known for her ability to help you easily understand even the most complicated issues.

Linda is a member of National Ethics Association, Women’s Estate Planning Council, MDRT, American Institute of CPAs, Colorado Society of CPAs and Ed Slott’s Master Elite IRA Advisor Group. She is an Independent Investment Advisor Representative with a Series 65 securities license and holds a Colorado Life and Health Insurance license.

She and her husband, Carl, enjoy spending time with their children and family. They also enjoy continuous learning, reading, travel, writing, and watching the wildlife that share their land.

Carl Gardner Photo

Carl Gardner

Co-Founder

From his earlier careers as a CPA, Chief Financial Officer for the University of Denver, successful small business owner in the printing industry and business coach, Carl has always focused on preparing for the future. He brings that same powerful focus to helping others prepare for their future.

Carl has presented numerous educational programs including long term care planning, estate planning, planning for business success and more. He has served as a guest speaker at the University of Denver. As a member of the University Hills Rotary Club for more than 30 years, Carl is a past president of that organization. He has a Colorado Life and Health Insurance license.

Carl brings his strong financial and management skills to our firm keeping everything running like clockwork. He also has a strong focus on marketing, and he merges that with his printing background to create the materials we share with others. Always learning, when you need something researched, Carl’s the man for the job!

Carl enjoys spending time with his wife, Linda, friends, children and family. He also loves to read, go to movies, travel and enjoys time at home with an occasional, well-earned nap. 

Angie Jesse Photo

Angie Jesse

Client Services Specialist

Angie Jesse is our Client Services Specialist. She is responsible for supporting our client’s needs, working with Linda on client inquiries, and processing and tracking account activity, as well as scheduling regular client reviews. And, she makes sure you don’t miss your Required Minimum Distributions when you’re 70 ½ and older! Angie brings to our team over 25 years of customer service and team excellence. Her warm, and sometimes mischievous personality, attention to detail and ability to keep projects and services on track are  significant benefits for our client family and team. 

 Angie has a passion for reading, yoga and nature. She also enjoys family and travel.

Jess Monyelle Photo

Jess Monyelle

Administrative Assistant

Jess Monyelle is our Administrative Assistant.  Among the many hats she wears, she is the smiling face who typically schedules and reminds you of your appointments and welcomes you when you arrive. She’s responsible for sending out newsletters, email blasts and more! Jess enjoys helping and having fun with people, which makes her a great fit in our BHC family and a delightful support to our clients!

A Colorado resident since 2005, Jess enjoys spending time with husband, Will, daughter, Juliet, dog, Kodi and cat, Salem, as well as traveling whenever she gets the opportunity.  Her family (both human and furry) are her passion.  She also enjoys exploring Colorado and crafting.

Ed Greene Photo

Ed Greene

Radio Host: Your Money Your Retirement®

Ed Greene spent most of his broadcast career in Denver, initially on radio as a disc jockey, music director and program director.

In 1976 Ed made the switch to television beginning a career that spanned 42 years in Denver broadcast television. Ed continues to do voice work, TV and radio commercials. He provided narration for Garth Brook’s “Teammates for Kids” Foundation.

Ed has also emceed hundreds of events for non-profit organizations – never charging a fee. Retiring from TV at the end of 2017, Ed continues his career on KOA Radio as host of his own show: “KOA Q and A with Ed Greene” on Saturday mornings, and is co-host of Your Money Your Retirement with Linda Gardner.