Founding Members
John A. Warnick
Senior Partner • Holme Roberts & Owen, LLP
John A. Warnick is a senior partner in the Denver office of Holme Roberts & Owen LLP, a firm of 250 lawyers with offices in Denver, Boulder, Colorado Springs, Los Angeles, San Francisco, Salt Lake City, London and Munich, and chairs the firm’s Individuals, Trusts and Family Business practice group.
Mr. Warnick’s practice emphasizes multi-generational trust planning and wealth transfer planning. Mr. Warnick balances his enthusiasm for tax savings with insightful questions, which insure the planning is congruent with the client’s core values. He spends approximately twenty percent of his professional life facilitating family retreats and providing wealth counseling and fiduciary consulting services. He particularly enjoys what he describes as “Beneficiary Preparation”: educating, training and mentoring adolescents and emerging adults in financial literacy, philanthropic service, and holistic family wealth principles.
Mr. Warnick received a BA magna cum laude from Brigham Young University and his JD from George Washington University with honors.
Michael S. Elfers
Founder, CIMC, CWC • Irvington Capital, LLC
Michael Elfers is the Founder of Irvington Capital, LLC. He has earned the Certified Investment Management Consultant (CIMC) and Certified Wealth Consulting (CWC) designations and is a member of the Investment Management Consultants Association. He is involved in continuing education from the Wharton Business School, University of Philadelphia and has been managing private family wealth since 1980.
Michael S. Tinney
Senior Vice President, CIMC, CWC • Wells Fargo
Michael Tinney is a Senior Portfolio Manager and Senior Investment Consultant for Wells Fargo Private Client Services. He has earned the Certified Investment Management Analysis (CIMA) and Certified Wealth Consulting (CWC) designations and is involved in continuing education from the Wharton Business School, University of Philadelphia. Michael is a member of the Society of Financial Analysts and The Institute of Certified Investment Management Consultants.
Judy Zerafa
President • The GO FOR IT! Foundation
The GO FOR IT! Foundation provides a certification program for classroom educators through which teachers are then able to provide students with tools and strategies for achievement academically, inter-personally, and later in life, economically. The GO FOR IT! Seven Keys to Success Program is unique because is specifically teaches HOW to develop and maintain: A Positive Attitude; Belief in Yourself; Life-Enhancing Habits; Pro-Active Choice Making; Goal Setting and Achieving; Creative Imagination for Problem Solving and Goal Acceleration; and Persistence.
The Efficacy of the Seven Keys to Success has created a dynamic opportunity with corporate and professional audiences, as well. Judy Zerafa, creator of this program is also a corporate trainer and keynote speaker. Among her clients are Merrill Lynch, Lincoln Financial and General Motors. Zerafa has been a guest on over four hundred radio and television news and talk shows including The Today Show.
William M. Eck, CWC
President and Founder • True North Connections
Bill mentors people and families connecting them to what matters most so their purpose and passions can be integrated into their lives turning their success into significance. Utilizing The Heritage Process since 2002, Bill guides families to connect deeper to their convictions and help them discover their true purpose and passions in life. From there, he provides organizational structure that strengthens the intergenerational values transfer, reinforces better family communications and unity, heightens individual responsibility and builds generational longevity, well-being and prosperity.