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About Hinchley and Company

Hinchley & Company is a full service tax and financial planning firm dedicated to solving the financial needs of highly compensated professionals. Founded in 1998, Hinchley & Company’s staff boasts more than 60 cumulative years of experience in the areas of tax, insurance and debt management.  H&C clients also have the benefit of an independent law firm kept on retainer to create and review relevant estate documents, thereby allowing the client’s legal planning to “dovetail” into their tax & financial planning. Clients also enjoy unparalleled access to these professionals.


Bruce hinchleyBruce D. Hinchley, CPA*

Bruce founded Hinchley & Company in October 1998. As the President of this established firm, Bruce is responsible for all aspects of corporate operation at H&C, but spends most of his time with clients, individually.

Bruce is dedicated to learning his client's financial goals and dreams, as well as their current financial condition. He prepares a proprietary financial plan, which examines the five interdependent financial planning areas - tax planning, asset protection/insurance, debt management, investment planning, and legal/estate planning. Each client's strengths and weaknesses are outlined, and specific, clear, concise recommendations are communicated which are unique and relevant to the client's plan. Most clients appreciate this "tailor-made" and "holistic" approach to financial planning.

With over twenty-three years of experience in tax and financial services, Bruce earned his Bachelor of Arts Degree in Business Administration and Accounting in 1989 at the University of St. Thomas in St. Paul Minnesota.

He is a Certified Public Accountant. He is an Investment Advisor Representative (Series 65) for Hinchley Advisory Group, LLC, a Registered Investment Advisor with the State of Colorado. He is a licensed Mortgage Broker and is licensed in life, health and accident insurance.

During his personal time, Bruce enjoys playing hockey, following the Colorado Avalanche (although he misses watching Peter Forsberg play), fitness, and spending quality time with his wife and four children.

* Bruce is licensed as a CPA for his MN clients

 

Tim BukaThimgan A. Buka, CFP, CLU, ChFC

Tim has been with Hinchley & Company since June of 1999. He is responsible for managing the operations of Hinchley Advisory Group, LLC a Registered Investment Advisor in the State of Colorado.

Tim is a third generation native resident of Colorado and was born in Denver. He graduated from Western Michigan University with a Bachelor’s of Business Administration degree. Tim entered into the financial services industry in 1982. During his career he has worked for several major financial services companies such as Prudential-Bache Securities, Mutual of New York, ING, Manulife, Sun Life, Phoenix Home Life, and Foresters Life. He is a Chartered Life Underwriter, Chartered Financial Consultant and Certified Financial Planner®. Tim formerly served as President of the National Association of Insurance and Financial Advisers - Denver from 2000 to 2001.

In his spare time Tim enjoys riding his Harley-Davidson motorcycle. Colorado weather affords him the opportunity to ride pretty much year around. He has been involved in motorcycle riding of some sort his entire life. Tim also enjoys auto racing. NASCAR (stock cars) and IHRA (drag racing) are his favorites to follow.

 

 

Sue OswaltSue T. Oswalt

Sue joined Hinchley & Company in February of 2007. Sue is in charge of the tax department at Hinchley & Company. She is an enrolled agent with the IRS. Sue is also an expert in the area of bookkeeping and is a master of QuickBooks. She maintains her Colorado Resident Agent License in Life & Health Insurance.

Sue was born in Vancouver, WA and moved to Colorado over 40 years ago. She and her husband, Loren, reside in the lovely mountain town of Morrison, CO. Together they have seven grown children and eight grandchildren. Sue enjoys spending time with her family.

When spare time does present itself, Sue loves to oil paint. She is also passionate about her other hobby, quilting. To date she has completed over 50 quilts that she has given to family and friends.

 

 

 

 
 
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All advisory and financial planning services are provided through Hinchley Advisory Group, LLC, which is a Colorado registered investment advisor.
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