Dwight Dettloff, CPA/PFS, CFP®
My passion is serving self employeds, entrepreneurs, small business owners, and near and current retirees. Winding Trail Financial Planning, LLC was founded as an independent, fee-only, fiduciary financial planning firm in order to provide objective advice.
I am a licensed Certified Public Accountant (Michigan, Colorado) and CERTIFIED FINANCIAL PLANNER™. While my experience in public accounting and in private industry has given me a unique perspective to financial planning, I place high value on self-improvement.
In 2013, my wife and I made the decision to move halfway across the country to Boulder County, Colorado and I took a Senior Accountant position with a privately-held, multi-entity healthcare consulting firm. I was eventually promoted to Chief Administrative Officer. As CAO, I oversaw the accounting and finance functions of the company as well as human resources including benefits administration. In addition to the business side, I also played an integral part in assisting with the personal finances of the business owners.
In our time off, you can usually find my wife and I enjoying our local trails whether it's backpacking through Rocky Mountain National Park, trail running throughout Boulder and Jefferson counties, or snowshoeing the high country. We still get back to Michigan to visit friends and family and we try to celebrate Adrienne's birthday in a new city each year. We welcomed the birth of our first child, Emmerich, in August 2018.
Top of Mosquito Pass with 50-60 mph winds!
In the Media
Required Minimum Distributions: What They Are and How to Factor Them Into Your Retirement Planning - The Simple Dollar
Got debt? Flexible side hustles can help. Here are some tips to get started - USA Today & Nerdwallet
Newbie Investing Mistakes and How to Avoid Them - Mint.com Blog