Elise Sosebee, CPA

Ms. Sosebee brings nearly a decade of experience in financial services, accounting, and wealth advisory to her role as Director of Accounting and Client Services.

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Prior to joining Cherry Creek Family Offices, Ms. Sosebee was a Manager of Financial Planning & Analysis at a multi-billion dollar financial advisory firm in Dallas, where she led the development and delivery of customized financial strategies for ultra-high-net-worth families, integrating estate planning, investment analysis and reporting, and multi-generational wealth transfer structures into cohesive solutions. She began her career at Ernst & Young in audit, serving on assurance teams for public and private clients in the energy and retail sectors, and led employee benefit plans audits.

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Ms. Sosebee holds a Master’s in Professional Accounting and a Bachelor’s of Business Administration from the McCombs School of Business at The University of Texas at Austin. She is a Certified Public Accountant and is a FINRA Series 65 license holder.