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Finance Paralegal
Genie is our Finance Paralegal who provides accounting support for clients by creating various financial reports for the Colorado Judicial Branch. This includes annual conservator reports, conservator financial plans, and probate inventories. With a background in both non-profit and corporate finance, Genie now enjoys working with individuals entrusted with managing the financial affairs of another family member.
Prior to joining the Leventhal Lewis team, Genie had a career in IT telecommunication mergers, managing the traffic, finance, and billing systems. She has served as the treasurer on several non-profit boards, one of which evolved into her taking the helm as the Executive Director for Habitat for Humanity in Honolulu—building 10 houses in paradise.
In her off time, Genie’s passions include coordination and quilting for the local Quilts of Valor chapter, traveling with her husband Terry, and spoiling her grandchildren.
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