Todd N. Lebor, CPA, CFP® is the President, Founder, and Principal Advisor at Snowball Wealth Management, LLC (formerly TNL Asset Management LLC). Mr. Lebor has been managing money professionally since 1997. Early in his career, Mr. Lebor worked in the private and public real estate industries where he developed a fundamental understanding of valuation techniques and the importance of a long-term outlook. After developing a taste for equities, Mr. Lebor made the jump to equity research with The Motley Fool and then Morningstar where he polished his discounted cash flow modeling and investment skills.
Mr. Lebor is a graduate of the Boston University School of Management with a concentration in finance. Shortly after graduating, Mr. Lebor attained his Certified Public Accountant designation. He never practiced accounting but uses his accounting knowledge to better analyze financial statements and to decipher real cash flows.
Years later, and despite a promise to himself to never take another standardized test, Mr. Lebor became a Certified Financial Planner®by passing yet another exam. Mr. Lebor is a member of the Financial Planning Association and the American Institute of Certified Public Accountants (AICPA).
After a multi-year search for like-minded RIAs in Colorado, Todd discovered Knopinski & Fauver Financial Advisors (KFFA) in late 2015 and by mid-2016 a deal to merge TNLAM with KFFA was consummated. The new entity was renamed Snowball Wealth Management in 2017.
When he’s not helping others on the path to financial righteousness, Mr. Lebor enjoys time with his family, mastering his woodworking skills, and the numerous outdoor activities Colorado has to offer.
Erin McCloskey has worked in the financial services industry for more than 10 years in various capacities. She started her career working for John Hancock Financial after graduating from University of Colorado with a degree in Financial Management. After six years in Boston, Erin moved back to her home state of Colorado to join Monticello Associates as a Performance Analyst. After considering a career change to medicine, Erin realized she was more passionate about financial services and joined First Western as a Portfolio Manager.
Erin has an MBA from Regis University in Denver and earned her CFP® designation in 2017. Now she’s helping Snowball Wealth Management clients reach their short and long-term financial goals by developing realistic and achievable financial plans.
Erin is a former member of the Advisory Board for Youth Enrichment Services in Boston and Epic Experience in Denver. She’s currently an active member of the Empowerment Council for the Women’s Foundation of Colorado and Young Leadership Committee of the Juvenile Diabetes Research Foundation. She’s completed 16 half marathons, often while raising funds for deserving organizations. Erin loves to travel and her favorite way to explore a new place is by running through it.