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.

Accounting & Bookkeeping

CEO/CFO

CPA

ESOP

Executive Search

Gift Ideas

Health Insurance, Individual/Family & Company

Lawyer, Business

Lawyer, Estate

Lawyer, Family Law

M&A

Mortgage

Mortgage, Reverse

Organizer/Personalized Styling

P&C Home

P&C Business

Payroll

Real Estate



Accounting & Bookkeeping

Carla Vaughn, MBA

Accounting & Bookkeeping

(720) 329-2999

bizfinancialmgt@yahoo.com

Carla Vaughn earned her Master's in Business Administration with a emphasis in Finance and International Marketing and has worked as an Accountant for nearly 20 years. Additionally, she is QuickBooks Certified and completing her...

Read more

CPA

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...

Read more

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...

Read more

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...

Read more

Mortgage

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...
Read more

George Bain

Mortgage Broker

(720) 222-8525

gbain@financeofamerica.com

As a member of Englewood’s Finance of America Mortgage team, George Bain is always excited to provide guidance, advice, and information for his clients, enabling them to enter and navigate any real estate transaction with...

Read more

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...
Read more

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...
Read more

P&C Home

Steph Barba, CISR

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...
Read more

Real Estate

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...

Read more