JENNIFER CROSSETT
Managing Member
Jennifer Crossett
Jennifer Crossett founded Woody Creek Management Group in 2006 and currently serves as its Managing Member. She oversees estate and asset protection planning, trust and estate administration, asset management, real estate management, financial reporting, philanthropy, foundation administration, risk management, insurance, and human resource matters for her clients. She also oversees the day-to-day operations of several client-owned business entities and investments, acts as Treasurer and Director of three private foundations, and serves as fiduciary for several client estates and trusts.
Prior to forming WCM, Jennifer was a partner at Holland & Hart LLP, where she practiced tax and estate planning law in Denver and Aspen. Before then, Jennifer was an associate at Davis Polk & Wardwell in New York, where she practiced in the mergers and acquisitions, executive compensation, and estate planning groups.
Jennifer graduated from Harvard Law School, cum laude. Before law school, she was an investment analyst with T.R. Winston & Company, a boutique stock brokerage firm with offices in Bedminster, NJ, New York, and Beverly Hills. Jennifer graduated from the University of Pennsylvania with a B.A. in History, summa cum laude, where she was elected to the Phi Beta Kappa Society.
Jennifer is certified as a Master Certified Independent Trustee by the Independent Trustee Alliance, and she is also a 21/64 Certified Advisor. She previously served as Director and Vice Chairperson of the Board of the Denver School of the Arts Friends Foundation.
AMY ROOD
Member
Amy Rood
Amy Rood is a Member of Woody Creek Management Group. She currently oversees financial operations for all WCM clients, including income, estate, and gift tax compliance and coordination with outside CPAs, financial reporting, trust and estate administration, foundation administration, accounting and bookkeeping, asset management, insurance oversight, and employee management.
Prior to joining WCM, Amy managed a single-family office in Denver, where she was responsible for all accounting, budgeting, forecasting, and asset management functions. She also created financial reports, coordinated and executed complex financing arrangements, oversaw compliance with securities laws and tax regulations, managed multiple commercial and residential properties, and supervised the family’s direct employees. Amy also served as an accounting supervisor for the Insurance & Leads Division of Bankrate.com, where she managed accounts in the Denver, San Francisco and Sacramento offices.
Amy graduated from The Colorado College with a Bachelor of Arts in Economics and Business, and she also attended The London School of Economics, during which time she managed compliance for an international investment firm located in South Africa.
Amy currently serves on the Investment Committee for the Women’s Foundation of Colorado, and she is a native of Colorado.
MIRA FINÉ
Mira Finé
Mira joined WCM in January 2021, after an illustrious career in public accounting. She currently works with clients on tax planning and compliance matters and specializes in partnerships, estates, trusts, and succession planning.
Before joining WCM, Mira served for 35 years as Partner of Hein & Associates, and then Moss Adams, where she headed the tax department and served as National Director of Tax. She also led Moss Adams’ Real Estate Committee and served as the regional Private Client Group leader.
Mira has been honored by the Colorado Society of CPAs for her significant not-for-profit and volunteer contributions, and she has received the Denver Business Journal’s Power Book Award. Mira was recognized over multiple years by Colorado Business Magazine and 5280 Magazine as one of the state’s top wealth advisors and estate planners. She has contributed to numerous wealth planning articles and books and has served as a business tax resource for KUSA, Denver’s NBC-affiliated television station.
Mira currently serves as Director and Treasurer of the Denver Foundation and is a member of the Children’s Hospital Foundation Professional Advisor Board. Mira is also a member of the American Institute of Public Accountants, the Denver Estate Planning Council, and the Colorado Society of Certified Public Accountants, where she currently leads the Professional Ethics Group.
Mira received her Bachelor of Science and Master of Taxation degrees from the University of Denver.
SARAH CHAFAI
Sarah Chafai
Sarah Chafai joined WCM as an accounting and tax manager. She serves clients in a variety of roles, including financial reporting, investment accounting, financial analysis, tax return preparation support, and special projects.
Prior to joining WCM, Sarah held several enterprise software sales roles with domestic and global technology companies, including Gartner, SAP (Seagate), Vitria Technology and FIS/SunGard, where she focused on Fortune 500 clients.
Sarah began her career as a CPA with Deloitte and holds an accounting degree from Oklahoma State University.
Sarah volunteers her time by caring for horses at a local historic park and previously served as a family advocate for youth involved in Denver’s juvenile justice systems.
NOR CHRISTENSON
Nor Christenson
Nor Christenson oversees the administration of several client private foundations and is responsible for coordinating board meetings, communicating with prospective grant recipients, and overseeing corporate governance and regulatory compliance. In addition to foundation administration, Nor prepares monthly financial reports and cash flow projections and also works closely with clients on special research projects.
Prior to joining WCM, Nor was an English Professor at Harper College and College of Lake County, both located near Chicago, Illinois. Nor earned a Master of Arts degree in English from DePaul University and graduated from the University of Oregon with a Bachelor of Arts degree in English Literature.
BRUCE DOTSON
Bruce Dotson
Bruce serves several multi-generation families and their related trusts, businesses, and private foundations. He focuses on financial reporting and brokerage and private investment account reconciliations. In addition, Bruce is responsible for the firm’s information technology development projects.
Prior to joining WCM, Bruce worked as a software development manager for Oracle Corp., where he led teams responsible for application design, development, and maintenance of enterprise-scale finance systems. Bruce also was co-owner of a small business providing contract back-office and event planning services.
Bruce earned Bachelor of Science degrees in Accounting and Computer Information Systems from the University of Colorado at Denver. He has also passed the Uniform CPA exam.
JEANINE OWEN
Jeanine Owen
Jeanine Owen serves several WCM families and their related foundations, business entities, and trusts. She prepares financial reports, performs cash flow analyses, reconciles accounts, and processes accounts payable and receivable.
Prior to joining WCM, Jeanine served as Controller, Vice President of Finance, and Chief Financial Officer at several private and publicly held companies. She has an extensive background in multi-disciplinary accounting, human resources, financial and business management, and she has worked in the engineering, real estate, land development, construction, commercial property management, trusts and estates, and home health care industries.
Jeanine earned a Bachelor of Science degree in Business Administration and Accounting from Metropolitan State University of Denver. She is a second-generation Denver native and proud mother and grandmother of two daughters, one son, and three grandchildren. Jeanine enjoys an active lifestyle, family, community, and the great Colorado outdoors.
GRETCHEN PENNINGTON
Gretchen Pennington
Gretchen Pennington joined WCM in October 2023, after working over twenty years at several banking and private wealth management firms. As WCM’s executive administrator, Gretchen ensures the office operates smoothly while assisting clients by coordinating and organizing meetings, managing vendor relations, processing accounts payable, and conducting research.
Before joining WCM, Gretchen held various roles in the private wealth management industry, last serving as Senior Analyst, Client Service, at BNY Mellon Bank in Atlanta, Georgia.
Gretchen earned her Associate of Science degree in Business Administration from South University in Georgia. Gretchen has deep family roots in Colorado serves her community through volunteer work at Habitat for Humanity and local soup kitchens.
DORI SUESS
Dori Suess
Dori Suess currently oversees financial reporting for several private foundations, one public charity, and multiple business entities and trusts. She also works with public accounting firms on audit and tax projects, prepares financial reports, and completes special client projects as requested.
Prior to joining WCM, Dori founded a boutique CPA firm that specialized in audit and tax preparation for individuals, small businesses, and private foundations. She also served as Divisional Controller for an international public charity and as Vice President of Finance, Human Resources, and Information Technologies for a national corporation and its subsidiaries.
Dori earned a Master of Business Administration degree and currently holds an active CPA license in the state of Colorado.
Dori grew up in Denver and enjoys spending time with her parents, children, and grandchildren. She is also an artist and pianist.
ZOE WARD
Zoe Ward
Zoe Ward serves WCM clients by overseeing vendor relations, serving as employee and contractor liaison, performing bookkeeping duties, conducting special research, and assisting with healthcare and insurance matters.
Before joining WCM, Zoe was a fundraiser for The Leukemia & Lymphoma Society, where she organized and helped raise millions of dollars through the annual The Light The Night Walk. For over 20 years, she has overseen The City Lights Project, a high school education program affiliated with The Telluride Film Festival.
Zoe graduated from the University of Colorado Denver with a Bachelor of Arts in English and Film History. Outside of the office, Zoe enjoys helping at-risk youth learn about film and the arts, and she and her husband enjoy fly fishing, skiing, and hiking adventures with their young son and daughter.