Broker Check

Our Team

Clark Saenz

Tax Professional and Financial Planner

(303) 460-9909

(303) 460-0220

clark@saenzfinancial.com

Clark Saenz is a tax and financial planning professional and one of the founders of Saenz Financial Services. Clark has spent nearly 20 years providing tax and accounting services for Colorado individuals and businesses. For many years, he teamed with Charlene K. Morton, CPA, a long-time Broomfield accounting, tax, and financial services firm. Charlene spent nearly 30 years helping local families and businesses solve problems. Upon her retirement, she turned the keys over to Clark, who added these fantastic clients to his own growing practice.

In addition to this, Clark has over 20 years of experience in accounting and financial management. Past positions include Manager of Finance and Controlling for Vestas Wind Systems; Financial Manager and Global Controller for Sun Microsystems, and Manufacturing Controller at Motorola, Inc. Clark has an undergraduate degree in Accounting and an MBA from the University of Colorado, and is an Enrolled Agent (EA) with the Internal Revenue Service. (EAs are licensed to represent clients before the IRS in any and all tax matters, and must maintain continuing education requirements to ensure their credentials are up to date.)

A proud Broomfield High School Eagle alumnus and supporter, Clark has been actively involved in the Broomfield, Thornton, Northglenn, and Westminster areas, coaching youth sports, volunteering for Junior Achievement, and supporting local high school business programs.

David Fillner

David joined Saenz Financial Services in 2018, and has quickly become a key member of our accounting and tax preparation team. Dave brings over thirty years of tax and accounting experience to the team, as well as ridiculously neat penmanship, a keen eye for detail and accuracy, and some of the worst dad jokes on the planet.

Matt Guttropf

Matt joined Saenz Financial Services in 2013, when he was still a college student and aspiring accountant. Matt has been a big part of our success in the tax preparation area, and we enjoy his efficiency, abundance of questions, and great work ethic. A former college athlete and current junk food junkie, Matt is still young enough to dominate local adult soccer leagues, when he’s not dominating the United States Tax Code.

Caren Sundby

Caren joined Saenz Financial Services in 2017, and has excelled as an office manager and accounting associate.  Caren has been a finance and accounting professional for her whole career, and works hard at building consistency, efficiency and quality within our operations. Caren lives right here in Broomfield, and is also the owner-operator of Whimsical Flair, displaying her amazing and unique creations at local shows across the state.

Dianna White

Dianna joined Saenz Financial Services in 2017, and has excelled as a financial assistant. Dianna is a model of efficiency, and consistently solves problems and provides outstanding customer service for our clients. When she’s not managing things around here, Dianna is the mother of three high-level athletes, and spends much of her time as an avid supporter, cheerleader, and team mom.