Our Experts List

We had the pleasure of working with many experts to help inspire you. In this section, we have invited our experts to post their biographies and make it easy to find them, should you choose to connect or learn more. Please search for them by name or keyword using the search below.

Marian Wellman

Marian Wellman

Featured in Chapter Six: Retirement

Marian Wellman has had an income tax and financial planning practice for over 25 years, and is thoroughly educated and trained in all aspects of financial advising. Following receipt of an MBA in Finance from University of Colorado, she began her career in 1983 with the predecessor of today’s Ameriprise Financial Services, a division of American Express. She spent ten years with a boutique Denver firm specializing in income tax preparation, comprehensive financial planning, real estate and investments, and launched her own private practice in 1996.

Wellman Financial Consulting, partnering with estate planning attorneys and insurance executives, provided a unique combination of complete financial advice for each client, from the simplest tax preparation to comprehensive planning. In addition, Marian also served as a Planned Giving Director for a church-based multi-state charitable foundation, and served on boards of several non-profit agencies.

Marian has earned many certifications and designations, including Certified Financial Planner, Certified Estate Planner, and Registered Principal. She has been an Enrolled Agent (Certified to Practice Before the IRS) since 1985, and is also a Registered Investment Advisor. She is a member of the Tax Advisory Board and a Country Representative for American Citizens Abroad, and has specialized in American tax preparation for expatriates for seven years.

Professional Website: www.ustaxprepforexpats.com