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FORTNER, BAYENS, LEVKULICH & GARRISON, P.C.
Certified Public Accountants

CHARLES J. GARRISON, CPA

Charlie is the only vice president and director of Fortner, Bayens, Levkulich & Garrison, P.C. who didn't come from Alexander Grant and Company. He has over twenty years of experience in the banking industry. Charlie joined the Firm in 1994.

 

Some of Charlie's areas of experience and expertise for financial institution services are:  

  • Trust examinations for national and state banks
  • Fiduciary and estate tax compliance
  • Audits of common trust funds and various types of employee benefit plans
  • Directors' examinations
  • Tax planning and compliance
  • Internal audits for financial institutions  

Charlie started his career as a loan officer at First Interstate Bank in Fort Collins. He managed a portfolio of commercial and installment loan customers, including production of new loans, servicing active loans, collections, and loan review. He then moved to Poudre Valley Bank where he managed all operational, investment and cash liquidity needs of the bank.  He was also responsible for compliance functions, in addition to income tax analysis and regulatory reporting.

 

He has also taught various banking related courses and has been a speaker at numerous conventions and seminars.

 

EDUCATIONAL BACKGROUND

 

Bachelor of Science in Business Administration with emphasis in Accounting, Colorado State University

 

PROFESSIONAL AFFILIATIONS

 

American Institute of Certified Public Accountants

Colorado Society of Certified Public Accountants

 

Email contact: garrisonc@fbl-cpa.com

Phone: 303-382-5225