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
(303) 474-0074
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...
Business & Industry Coaching
John Hankins, MSS, LSW, CFT-I
Certified Financial Therapist
Khara Croswaite Brindle
Certified Financial Therapist - Level I Professional
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...
CEO/CFO Professional Services
CPA/Accounting
Alicia Green
CPA
(303) 474-0074
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...
Kurt Grantham, CPA, MBA
CPA
303-481-4402
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...
Commercial Banking & Lending
Executive Search
Health Insurance - Ind, Family & Company
Lawyer, Estate
Elizabeth Mitchell
Estate Lawyer
CELA
Estate Lawyer
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...
Wendi Temkin, Attorney at Law
Lawyer
(303) 389-9356
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...
Lawyer, Family Law
Jeff Alter
Lawyer
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...
Shannon Allen, Esq.
Mediator & Conciliator
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...
M&A
Mortgage & Reverse
Noel Bennett, NMLS ID# 290197
Partner/Senior Loan Originator
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...
Organizer/Personal Styling
Jennifer Parsons
Organizer/Personalized Styling
P&C Business
Jeff Krommendyk
Producer
jkrommendyk@securityfirstia.com
P&C Home
Payroll
Realtor
Xenia Matteson
Real Estate Professional
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...