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

Our Team

Jess, John, Carl, Ed, Linda, Zach, Angie, Joel



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, CPA Photo

Linda Gardner, CPA

Co-Founder, Radio Host & Provides Comprehensive Retirement Planning Solutions

Throughout her career, Linda has helped clients plan for tax, estate and financial / retirement 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. As an Investment Advisor Representative, she has fiduciary responsibility.

She enjoys sharing her knowledge through her radio shows, podcasts, articles, 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 the 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 has a Series 65 Securities License and a Colorado Life and Health Insurance license.

She and her husband, best friend and business partner, Carl, enjoy spending time together and with their children, family and friends. They also enjoy continuous learning, reading, travel, writing, and watching the wildlife that shares 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. 

Ed Greene Photo

Ed Greene

Radio Host: Your Money Your Retirement®

Ed Greene spent most of his broadcast career in Denver, initially on the 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, including narration for Garth Brook’s “Teammates for Kids” Foundation.

Throughout his career, Ed has emceed hundreds of events for non-profit organizations – never charging a fee. Retiring from TV at the end of 2017, Ed circled back in his career in radio as host of his own show: “KOA Q and A with Ed Greene” until early 2020. In May 2019 he joined Linda Gardner to host our weekly radio show: Your Money Your Retirement® as well as regular participation in our podcasts, webinars, and events.

Joel Cavaliere Photo

Joel Cavaliere

Associate Advisor

Joel assists with client meeting preparation, taking notes during client meetings, analyzing and crunching numbers behind the scenes - as well as evaluating tools and strategies to prepare personalized, comprehensive retirement planning solutions for our clients.

Joel always had a passion for two things – teaching and math. That led him to discover while attending Colorado State University, that Financial Planning was his calling. He graduated with a Bachelor of Science in Business Administration with a concentration in Financial Planning and Investment Analysis. He holds a Colorado Life and Health Insurance License and the Series 65 Securities License.

While in college, Joel completed an internship at Northwestern Mutual where he learned introductory planning techniques and client relationship skills.

When not focused on financial planning, Joel enjoys teaching trumpet lessons to high school students, playing Frisbee, and spending time with family and friends.

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, processing and tracking account activity, as well as scheduling regular client reviews. She also makes sure you don’t miss your Required Minimum Distributions! 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.

Zach Roberts Photo

Zach Roberts

Paraplanner/Communications Specialist

Born and raised in Colorado, Zach has a passion for achieving goals and coming up with ways to help others achieve theirs – a valuable asset! As our communications specialist, Zach is responsible for writing our radio scripts, handling a lot of our marketing material, and finding new and innovative ways to better serve and reach our clients.  

Zach completed a Bachelor of Science in Business Administration degree from Colorado Christian University. During his time at school, he was a 4-year collegiate soccer player and served as the president for the Student-Athlete Advisory Committee.  He is currently studying to obtain a Colorado Health and Life Insurance license. 

Zach enjoys staying active, listening to music, and watching movies – especially Star Wars. He also enjoys spending time with friends and family, as well as traveling whenever he gets the opportunity.

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.

John Sardoni, CPA Photo

John Sardoni, CPA

Sardoni Accounting Group PC

John enjoys helping clients understand and implement new tax rules and assists them by identifying opportunities to minimize taxes and solve various accounting issues. Regardless of the task at hand, he simply enjoys being a member of his client’s team. For John, being responsive to client needs isn’t an option; it’s the only option. He goes home happy when his advice has helped a client meet his or her financial goals.

John has 20 plus years of experience in public accounting and is founder and sole proprietor of Sardoni Accounting Group PC – a Denver, CO based business specializing in tax and accounting for individuals and businesses throughout the front range.

He completed a Bachelor of Science in accounting at the University of Colorado in Denver and a Master of Accountancy from the University of Nebraska at Omaha. John is a Certified QuickBooks Professional Advisor.