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

Business & Industry Coaching

CEO/CFO Professional Services

CPA/Accounting

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

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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M&A

Mortgage & Reverse

Vickie Newman

Loan Officer

720-974-8400

vnewman@ccmclending.com

At Cherry Creek Mortgage Co., Inc., there are no gimmicks. We value people above all else. We believe the best mortgage outcomes start with the best people. For every customer and partner who walks through the door, we make this...
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Mark Kulczak

Mortgage Loan Originator

720-490-5173

mark@unibellfinancial.com

Mark Kulczak started originating mortgages right out of college in 1992 and never stopped. His vast knowledge of the business allows him to both originate and recruit. He has helped well over a thousand homeowners both buy and...

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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

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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