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Kaprice P

Series 65

Englewood, CO

Fowler Tax Advisors LLC

Kaprice Page is a Series 65-licensed financial advisor with seven years of experience at Fowler Tax Advisors LLC. She also works as a tax preparer at R.G. Fowler & Company, P.C., a tax consulting and preparation firm. Fowler Tax Advisors LLC serves individuals, high net worth clients, trusts, and business entities by providing tax consulting and preparation services. The firm refers clients seeking investment advisory services to J.P. Morgan Private Wealth Advisors and combines ongoing tax services with a referral model for investment advice.

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Kimberlee H

PFS™

Englewood, CO

Fowler Tax Advisors LLC

Kimberlee Harmon is a personal financial specialist (PFS™) with seven years of industry experience. She is currently with Fowler Tax Advisors LLC and also serves as senior tax manager at R.G. Fowler & Company, P.C., a tax consulting and preparation firm. Harmon has prior experience at The Broe Group. Fowler Tax Advisors LLC serves individuals, high-net-worth clients, trusts, and business entities, focusing on tax consulting and preparation while referring clients to third-party investment managers rather than providing in-house portfolio management. The firm operates as a small, two-advisor practice combining CPA services with an investment advisory referral model.

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