Professional Business Partners

Because our families/businesses have a wide range of goals, our resources and services are vast. Not only do we partner closely with you, but we collaborate with other professional business partners to identify all planning possibilities now and in the future.

Bookkeeping

Business & Industry Coaching

CEO/CFO Professional Services

CPA/Accounting

Commercial Banking & Lending

Executive Search

Health Insurance - Individual, Family, Company

Lawyer, Business

Lawyer, Estate

Lawyer, Family Law

M&A

Mortgage & Reverse

Organizer/Personalized Stylist

P&C Home & Business

Payroll

Realtor



Bookkeeping

Alicia Green

CPA

(720) 941-0335

(303) 474-0074

alicia@abcpa.us

Alicia Green founded ABCPA PC in 2002, focused on serving small businesses in the Denver area. Her qualifications include being Certified as a Public Accountant in the State of Colorado, License # 15031. In addition she has a Masters...

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Business & Industry Coaching

Khara Croswaite Brindle

Certified Financial Therapist - Level I Professional

720-245-7390

croswaitecounselingpllc@gmail.com

Financial Therapy describes the emotional and behavioral impact of our relationship with money within various areas of our lives. To engage in Financial Therapy is to start healing your relationship with money. Removing the mental or...

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CEO/CFO Professional Services

CPA/Accounting

Alicia Green

CPA

(720) 941-0335

(303) 474-0074

alicia@abcpa.us

Alicia Green founded ABCPA PC in 2002, focused on serving small businesses in the Denver area. Her qualifications include being Certified as a Public Accountant in the State of Colorado, License # 15031. In addition she has a Masters...

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Kurt Grantham, CPA, MBA

CPA

303-481-4219

303-481-4402

KGrantham@grossercpa.com

Kurt Grantham is an entrepreneur on a mission to win at Work and at Home and help other entrepreneurs do the same. Not your average bean-counters, his CPA firm comes alongside small businesses with traditional accounting services like...

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Commercial Banking & Lending

Executive Search

Health Insurance - Ind, Family & Company

Lawyer, Estate

Elizabeth Mitchell
Estate Lawyer
CELA

Estate Lawyer

303-407-1543

Beth@ambler-keenan.com

Beth Mitchell is a partner in the law firm of AMBLER | KEENAN | MITCHELL | JOHNSON. Beth devotes her practice to estate planning, special needs planning, probate and trust administration, and elder law. She is board certified as a...

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Wendi Temkin, Attorney at Law

Lawyer

(303) 997-6072

(303) 389-9356

wendi@temkinlawllc.com

Unlike most estate planning firms in town, we do not see the production of a set of documents as our goal. Rather, we see ourselves as your long-term trusted advisor, making sure you always have a plan in place that reflects your needs...

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Lawyer, Family Law

Jeff Alter

Lawyer

(720) 934-0901

jeff@alterfamilylaw.com

Jeff Alter serves the Front Range with a wide range of exceptional family law services including dissolution of marriage or domestic partnerships, legal separation, paternity, parenting time and responsibilities, child and spousal...

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Shannon Allen, Esq.

Mediator & Conciliator

303.801.1778

shannon@andersonallen.com

Shannon is a trained Mediator and Conciliator with a passion for peacemaking. Her goal is to help bring resolution to every level of the conflict facing her clients and their families, helping them resolve their legal disputes out of...

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M&A

Mortgage & Reverse

Noel Bennett

Senior Loan Originator

303-302-3848

nbennett@pmglending.com

Colorado has always been my home. I live here, I work here, I play here. Noel Bennett is proud to help Colorado home owners find the right mortgage loan solutions to achieve their goals. With over two-decades of experience in the...

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Organizer/Personal Styling

Jennifer Parsons

Organizer/Personalized Styling

(303) 324-0000

ajalifestyling@yahoo.com

My love and knowledge of fashion began from as early as I can remember, and has flourished through my experience in the wholesale, retail, and off price markets. My love and knowledge of a personalized client experience was realized in...
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P&C Business

Jeff Krommendyk

Producer

303-730-2327

jkrommendyk@securityfirstia.com

Security First Insurance Agency is based in Littleton, Colorado. We work best with Denver-Metro households and businesses who value risk management. Security First Insurance Agency exist to build long-term, mutually beneficial...
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P&C Home

Steph Barba

Business Relationship Manager

303-730-2327

sbarba@securityfirstia.com

Security First Insurance Agency is based in Littleton, Colorado. We work best with Denver-Metro households and businesses who value risk management. Security First Insurance Agency exist to build long-term, mutually beneficial...

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Payroll

Realtor

Xenia Matteson

Real Estate Professional

(303) 725-7570

XMatteson@yahoo.com

With over twenty-three years of multi-faceted business development experience, Xenia Matteson is an entrepreneur with a strong business sense and passion for working with people. Xenia uses her demonstrated negotiation skills, vast...

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