We want to thank the following advisors/mentors for assisting our clients and volunteering their time to provide initial counseling at no charge and for offering our clients discounts on their services.
Advisors/Mentors
Advisors/mentors are entrepreneurs, consultants and service providers who are called on to assist entrepreneurs with a variety of topics on an informal, as-needed basis, including such projects as reviewing financials, polishing a funding pitch to investors, discuss a marketing plan, or locating a key employee. When expertise is required to create a work product (i.e., write a marketing plan), advisors/mentors will offer discounts on their services.
Erkko Alm, Alpine Bank
With more than four years of experience in lending and management with Alpine Bank, Erko also has a background in marketing and entrepreneurship.
Christy Fanke, CIC, Glenwood Insurance Agency
Specializing in General Liability, Workers' Compensation, Property Insurance and Risk Management.
Oni Butterfly, Better Business Bureau
Technical background in the sciences; planning within the government; owned own business; Business Relations Specialist at Better Business Bureau (Garfield & Pitkin counties, Basalt, CO).
Michael Carter, Reese & Company
Over 30 years in practice of public accounting with experience advising businesses at development state and mid-market companies.
Tod Cecil, Colorado Lending Source
Experience in Economic Development, Oil & Gas Exploration & Production, Small Business Finance, SBA Loan Programs.
Robert Chatmas, Diversified Development Services, Inc.
Entrepreneur and business owner with decades of experience in launching and developing successful businesses. Robert’s experience includes business planning, financing, and marketing within a variety of sectors and industries, including dental medicine, retail, and real estate development.
Kate Collins, Write Brain West
With more than 25 years of marketing, public relations, publishing and broadcasting experience, Kate, CEO of Write Brain West, provides custom public relations and marketing solutions to help propel businesses to their next level of growth and success.
Richard Feist, Colorado Business Listings
30 years of being a business owner and seller of businesses.
Gene Fourney, Interactive West
Is a 15 year seasoned internet marketing and web development expert.
Marty Franze, Total Merchant Services
Experienced in social and business development. Principal at Total Merchant Services, one of the nation's largest companies offering a comprehensive line of payment solutions.
Gary Hartman, The Growth Coach
Business coach having started and sold his own business, grown a family business, and Fortune 500 management.
Jamin Heady-Smith, Dalby, Wendland & Co
Tax Manager with more than nine years of experience specializing in small business taxation and business consulting. Industries served included real estate, hospitality, recreation, construction, retail, and professional services.
Doreen Herriott
Extensive experience in manufacturing, specifically clothing textiles, Doreen can provide guidance on product development, costing, sourcing and purchasing raw materials, inventory control, quality control, shipping, budgeting, forecasting, accounting, and impossible deadlines.
Stephanie Keister, Roaring Fork Business Resource Center
More than 15 years of experience in marketing and public relations, including in the retail, finance, tourism, and outdoor industries. Currently serving as the Marketing & Operations manager for the Roaring Fork Business Resource Center.
Randi Lowenthal, Roaring Fork Business Resource Center
CEO of the RFBRC. Served as the Executive Director of the Carbondale Chamber of Commerce for 5-1/2 years. Held management positions in law firms and other professional service organizations in Chicago, Philadelphia, and New York City.
Brian Magee, MAGTECH, LLC
Owner of MAGTECH, LLC, with more than 11 years of experience in technical assistance with computer support, networking, security, wireless, data backup, and other computer business needs.
Steve Martin, Martin Insurance Group
Owner of New York Life Insurance office in Carbondale. Has more than 14 years as an insurance professional. Specializing on financial services support: life insurance investments, retirement planning, 401K and IRA.
David McConaughy, Garfield & Hecht, P.C.
David is a graduate of Harvard University and received his J.D. from the University of California at Berkley. His legal expertise inclusdes real estate and land use law, municipal law, water law, construction law, and related civil litigation.
Jim Neu, Karp Neu Hanlon P.C.
Attorney representing small businesses in the Roaring Fork Valley since 1998.
Andrea Palm Porter, APP Business Strategies
Worked in the media industry since 1993 in multiple media platforms. Extensive experience in management and marketing.
Jennifer Raisanen, Jennifer Raisanen CPA, Inc.
More than 10 years practicing as a CPA, helping small businesses with taxes and accounting.
Charlene Revoir, Wells Fargo Bank
Several years as commercial lending officer and 36 years in banking industry with experience assisting businesses and reviewing financials.
Farrah Roberts, Alpine Bank
Senior Vice President of Banking. 18 years experience, 9 years in lending.
Maureen Rothman, Red Mountain Inn
Owns and operates two small hotels in the Roaring Fork Valley since 1994, including all bookkeeping.
Bill Simon, Symbion Design, Inc.
Owner of Symbion Design, Inc. a full-service Colorado design firm. Over 11 years of experience providing graphic design and website design to small businesses and non-profits. Services include: designing and building websites, CMS (WordPress, Drupal, Joomla), social media, email marketing, logo design, business cards, brochures, and promotional items.
Judith Steinberg
More than 21 years in the oil and gas industry, 11 years on board of National Public Radio Foundation, and 8 years on board of Aspen Public Radio.
John Stelzriede, American National Bank
More than 18 years of banking and commercial lending experience financing early stage to mature stage business.
Bradley J. Stevenson, Humanetic Consulting Services, Inc.
Creates business results through developing and aligning strategies, practices and people - supporting transformational change and leverage of human capital.
James Suehring, Management Solutions
Specializing in building better managed, more profitable businesses. Over 25 years of management experience - from start ups to fortune 500 companies.
Rose Ann Sullivan, Kootenay Resources, LLC
Former high-tech/intellectual property/government contracts attorney. In addition, experience in sports & entertainment, water resources planning, and policy & management.
Kristine Wood, Balanced Bookkeeping & Payroll, Inc.
Full-charge bookkeeping firm located in Glenwood Springs and Grand Junction, Colorado.
Pete Yang, Alpine Bank
Commercial lending and private equity due diligence - banking and accounting.
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