About

We are focused on your success as a candidate or politically motivated organization. We understand that you cannot afford to have bad press and we will work to ensure compliance with all rules and regulations. We will be there to make sure you don't have to worry about compliance issues. Instead, you can focus on raising money and delivering your message.

The PoliFi Difference

 
Experienced Professionals

Financial compliance and reporting has always been and continues to be our main focus and strength. This means you'll have over 70 years in proven business and compliance experience to support you. We will always be on the leading edge of training and technological advancements in order to maintain our professional orientation.

Oriented Towards Your Success

We are focused on your success as a candidate or politically-motivated organization. We understand that you cannot afford to have bad press and we will work to ensure compliance with all rules and regulations. We will be there to make sure you don't have to worry about compliance issues. Instead, you can focus on raising money and delivering your message.

Stable / All-inclusive Pricing

Our pricing is based on the services we will provide. We do not charge on an hourly basis unless requested. Instead, all of the contracted work is included in the monthly retainer so you don't have to worry about exceeding your budget. We guarantee that we will provide the services listed in our proposal for the price quoted. No Surprises and no Cutting Corners.

The Polifi Team

 
Marge Klein
President

Marge is a native of Colorado and has served as District Director for 2 Colorado Congressmen over a 10 year span. A core responsibility of hers has been to promote and disseminate a consistent message on behalf of the Congressman throughout the district. She has worked with elected officials from the city, county and state levels and representatives of government agencies on a regular basis. From this supervisory position she has proven management and staff supervision experience. In addition, she is a seasoned professional with over 30 years of experience in the accounting field and proven expertise in problem solving.

Brian C Lewis
Senior Advisor

Brian is a versatile and highly talented CFO with over 20 years experience in partnering with an executive team, board of directors and key stakeholders in driving business transformation that enhances an organization’s ability to grow and develop. He has extensive experience in developing and managing reporting systems and the processes and people supporting those systems. In addition, he is experienced in handling politically sensitive data, making sure that it is protected and handled properly to protect the organization's mission and objectives.

 

Credentials includes being a CPA, CMA, CFM, CM&AA, CPSM, and PMI-Agile Certified Practitioner.  Received a B.S. Accounting from Brigham Young University and M.B.A., Emphasis in Finance & Accounting from Regis University. Originally from Anchorage, Alaska, Brian has lived in Colorado since 1994.

© 2016 SWS PoliFi