Affiliate Members

	Malcolm Aylett Edward Jones Work 1535 S. Kipling Parkway, Suite L Lakewood, CO 80232 work Work Phone: 720-962-9117work Work Fax: 877-393-6144workfax Work Email: INTERNET
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Biography As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals. Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service. But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

	Bradley Benson Volant Law LLC Work 333 W. Hampden Ave., Suite 1000 Englewood, CO 80110 work Work Phone: 303-790-8400work Work Email: INTERNET
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Biography For over 25 years, Bradley K. Benson has represented and counseled business and real estate clients through formation, investment, development, growth and culmination, including strategic sale or acquisition. He specializes in negotiation and documentation of commercial transactions, including related financing. His financing clients include both borrowers and lenders of traditional, securitized, private, mezzanine and venture financing sources. Brad’s transactional representation extends to his clients’ day-to-day operations, including contract review, drafting and negotiation and handling of regulatory matters. Mr. Benson also has substantial litigation experience, advocating on behalf of his clients in courts across the country. Brad is rated AV PREEMINENT, the highest possible rating, by the Martindale Hubbell Peer Review Rating system, indicating his peers rank him at the highest level of professional excellence. Before joining practices with Tobin Kern to form Volant Law LLC, Brad was a partner in several prominent law firms, including Greenberg Traurig, an international firm of over 1800 lawyers, and the Denver firm of Robinson Waters & O’Dorisio. Brad also previously served as in-house counsel for SecurCare Self Storage, Inc., a national self-storage provider, and for Nord Capital Group, a Sellers’ M&A intermediary firm. Brad graduated from Notre Dame Law School, and went on to earn his LL.M in Taxation from the University of Denver Graduate Tax Program. He achieved his undergraduate degree, Cum Laude, from Wheaton College (IL).

	Kristen Burke CrestPoint Law, PLLC Work 9800 Mount Pyramid Court, Suite 400 Englewood, CO 80112 work Work Phone: 720-974-6318work Work Email: INTERNET
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Biography Kristen specializes in business and recreation & adventure law. She advises buyers and sellers in small business purchase and sale transactions. Her pragmatic and collaborative approach has helped clients close deals with purchase prices ranging from $100,000 to $10,000,000. Beyond transactions, Kristen serves as outside general counsel to small business owners. She advises these clients on myriad legal matters including entity formations, employment issues, independent contractor agreements, vendor and customer contracts, and risk management. Kristen additionally provides specialized legal and risk management services to clients in the recreation, adventure, and experiential education industries. She counsels camps, schools, outfitters, equipment rental shops, and other organizations on big-picture strategies to assist them in running quality operations. Kristen delivers an informed perspective to clients in this unique area of law, including advice related to legal documents such as participant risk releases, enrollment agreements, guide contracts, equipment rental terms and conditions, medical information forms, and other industry-specific contracts.

	Kelley Cheney Work 11641 Blocker Dr., Suite 140 Auburn, CA 95603 work Cell Phone: 530-870-1333cell Work Email: INTERNET
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Biography Kelley Cheney is Vice-President and SBA Business Development Officer at Plumas Bank, a full-service community bank headquartered in Quincy, CA with assets in excess of $1.6 billion. Plumas Bank is a Preferred SBA Lender (PLP) with a dedicated staff specializing in SBA 7(a) and SBA 504 loans throughout AZ, CA, CO, NV, OR, UT and WA. Prided on being a “common-sense SBA lender,” Kelley and his team are dedicated to providing quick, but thorough, loan prequalifications and equally fast underwriting and closings. The in-house decision-making at Plumas allows for a streamlined process every step of the way. During his 15-year tenure at Plumas, Kelley has provided over $200 million in SBA funding for small businesses. Plumas bank has been a proud affiliate member of CABI since 2022. Kelley holds bachelors degrees in finance with a double concentration in Risk Management and Insurance from Sacramento State, and an MBA and a Master of Science in Finance from Northeastern University.

	Trevor Crow Doida Crow Legal, LLC Work 8480 E. Orchard Rd., Suite 2000 Greenwood Village, CO 80111 work Work Phone: 720-306-1001work Work Email: INTERNET
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Biography Trevor began his career working at several larger Denver law firms before opening his own practice, Crow Legal in 2018. Trevor merged his firm with Doida Law Group in 2021 to form Doida Crow Legal, LLC. For 10 years, Trevor has represented an array of businesses, founders, and investors. He focuses on business transactions, including the purchase and sale of businesses, entity selection and formation, equity and debt financing transactions, complex joint ventures, and commercial contracts. Trevor holds both a J.D. and an L.L. M. in Taxation, and uses his unique dual expertise to counsel business entities and individuals on tax planning related to their business transactions. He is deeply entrenched in the particularities of tax law and takes a holistic approach to deliver practical and effective strategies to minimize taxes.

	Kevin Doyle Live Oak Bank Work 66 W. Springer Dr. #210 Highlands Ranch, CO 80129 work Work Phone: 303-374-4839work Work Email: INTERNET
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Biography Live Oak is the Nation’s Top SBA Lender. Live Oak is proud to support small business owners with SBA-backed funding. Our mission to be America’s small business bank is rooted in our dedication to those who power progress in both rural and metropolitan communities across our country. Live Oak is part of the SBA Preferred Lender Program (PLP), an accreditation that allows us to serve our customers more efficiently. As a borrower, this is what our PLP status means for you: Live Oak has the authority to make final credit decisions without going through the SBA first. We are typically three to four weeks faster at getting an answer to you than non-PLP lenders. Usually, we offer longer repayment terms, lower payments and no prepayment penalties (except on commercial real estate).

	Maggie Givot The Huntington National Bank Work , Colorado work Work Phone: 720-200-2424work Work Email: INTERNET
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Biography Maggie Givot started her career in banking in 2007 with a formal credit training program centered on commercial lending. She has been devoted to helping businesses obtain financing ever since, specifically utilizing the SBA’s loan programs. As an advocate for her clients and as an SBA specialist, she can structure creative credits that allow companies to grow, create or retain jobs, and otherwise achieve their financial objectives. Maggie focuses on business acquisition financing which comprises over 80% of the SBA loans that she originates in Colorado. As a National SBA lender, she is also able to assist with franchise lending, balance sheet restructuring, commercial real estate transactions, general expansion, and startup opportunities. Maggie received her bachelor’s degree in Finance Honors with a minor in Accounting from DePaul University in Chicago, IL and she has an Advanced SBA Diploma with the National Association of Government Guaranteed Lenders. She lives in Lakewood, CO, with her husband and two dogs.

	Dennis Guse American Business Advisors, Inc. Work 6635 S. Dayton St. Ste. 210 Greenwood Villagew, CO 80111 work Work Phone: 303-335-4218work Work Email: INTERNET
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Biography Dennis Guse has served in several strategic and financial advisory roles to Fortune 500 and Fortune 1000 companies. As a select participant of the Leadership Excellence through Accelerated Development (LEAD) program at CH2M Hill, he was tasked with managing a special strategic mission project for the CEO. He was instrumental in establishing a Geographical Information Systems (GIS) technology department at The Schwan Food Company to improve decision making and enhance efficient and effective use of resources. Dennis has held various leadership roles in non-profit organizations. Dennis Guse successfully helped found the Students in Free Enterprise (now Enactus) local chapter at Southwest Minnesota State University. He also served as President of the local business club. With a passion for serving, he delights in helping others learn, grow, and realize their potential. He enjoys solving problems and is intrigued by learning new ideas and building relationships with individuals.

	Julian Izbiky Fortis Law Partners LLC Work 1900 Wazee St., Suite 300 Denver, CO 80202 work Work Phone: 720-974-6327work Work Email: INTERNET
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Biography Julian Izbiky is an exceptionally experienced and well-respected mergers and acquisitions attorney. He has closed more than 1,000 business purchases and sales, varying in size from several hundred thousand dollars to tens of millions of dollars. Julian’s clients range from first time purchasers or sellers of businesses to private equity groups and strategic purchasers. Julian’s expertise is highly sought after, and he is widely known for being one of the most trusted, efficient, practical, pragmatic and cost-effective deal lawyers in Colorado. He has become the go-to referral for business brokers, investment bankers, CPAs and Small Business Administration lenders with clients looking to buy or sell a company because they know they can trust him to get the deal done.

	Liz Kimmel KeyBank Work 9250 E. Arapahoe Rd. Englewood, CO 80112 work Work Phone: 303-603-7932work Work Fax: 216-370-5900workfax Work Email: INTERNET
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Biography SBA guaranteed loan programs help with a full range of small business needs for any industry. SBA loans can be used to construct new or purchase existing commercial owner-occupied real estate, to expand or modernize facilities, purchase equipment, finance business acquisitions or start ups, and finance inventory and accounts receivables. SBA loans can help qualified businesses obtain financing even when their collateral may not meet conventional lending standards. Being a Preferred Lender means KeyBank can process and approve SBA loans, expediting the application process. There are several benefits to an SBA loan: Keeps cash in your business Low monthly payments and flexible terms – as long as seven years for working capital, 10 to 15 years for equipment, and up to 25 years for real estate Low down payment required Allows for up to 90% financing for new purchases and offers solutions for financing soft assets such as goodwill Ability to finance closing costs versus paying out of pocket Flexible terms Option for interest-only periods Lines of credit with seven-year commitments – non-SBA lines typically are one year No balloon payments necessary Limited pre-payment penalties Minimal costs Minimal loan packaging and SBA-guaranteed fees No points or origination fees Interest rate caps based on deal size

	Jonathan Langer CrestPoint Law, PLLC Work 9800 Mount Pyramid Court, Suite 400 Englewood, CO 80112 work Work Phone: 720-974-6318work Work Email: INTERNET
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Biography Jonathan specializes in business law and real estate. He has extensive experience representing buyers and sellers in a wide variety of deals, from complex M&A transactions to simple local business deals, and large commercial real estate transactions to buying and selling urban and mountain homes. As more than a deal advisor, Jonathan serves as outside general counsel for his clients, advising on matters including employment agreements, bank loans, early stage fundraising, general contract issues, and commercial leasing for both landlords and tenants. In addition to providing legal services, Jonathan is a licensed Colorado real estate broker, working with buyers and sellers of high end residential properties in both Denver and the Vail Valley, as well as commercial sales and leasing.

	Ty McKinstry CrestPoint Law, PLLC Work 9800 Pyramid Court, Suite 400 Englewood, CO 80112 work Work Phone: 720-974-6318work Work Email: INTERNET
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Biography Ty’s practice focuses primarily on real estate law. His background in commercial real estate, first in commercial real estate brokerage and later in real estate investment, uniquely positions Ty to assist clients in all types of real estate matters and transactions. His specific areas of expertise include entity formation, real estate acquisitions and dispositions, leasing, condominium formation, and financing. Ty also maintains an active Colorado Real Estate Broker’s License, which provides him with practical experience in both commercial and residential real estate transactions. Aside from his real estate practice, Ty also assists clients with general corporate matters and the purchase and sale of businesses.

	Matthew Pontiff Pontiff + Associates, P.C. Work 1979 W. Littleton Blvd. Littleton, CO 80120 work Work Phone: 303-861-1978work Work Fax: 303-813-1561workfax Work Email: INTERNET
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Biography Mr. Pontiff practices primarily in the areas of business valuations, litigation support, tax planning, and business consulting. He has represented various clients in purchases and sales of small and large businesses. He has testified in court and deposition as an expert witness in many civil cases. His focus in this area is in valuing closely-held businesses, calculation economic damages, forensic accounting, and divorce tax planning issues. These findings are often compiled as formal reports and financial schedules used for court presentation or settlement negotiations. Mr. Pontiff assists a wide variety of clients in tax planning and compliance including individuals, corporations, partnerships, and non-profit organizations. As the past owner of several businesses, his experience is helpful in providing management and consulting services to other business and professional practices. Mr. Pontiff graduated from Niagara University in Niagara Falls, New York in 1990 with a Bachelor of Business Administration Degree in Accounting. In his senior year, he was hired as a staff intern with the national accounting firm of Urbach, Kahn & Werlin, P.C. in his hometown of Glens Falls, New York. In 1992, Mr. Pontiff became a staff accountant with Barrett/Gurovich, P.C. He was licensed as a Certified Public Accountant in January, 1994. Mr. Pontiff became accredited as a CVA (Certified Valuation Analyst) in 1997. This accreditation recognizes his special training in the area of business valuations. Mr. Pontiff also holds the ABV (Accredited in Business Valuation) and CFF (Certified in Financial Forensics) designations from the American Institute of Certified Public Accountants. Mr. Pontiff is a member of several professional organizations including the American Institute of Certified Public Accountants, the Colorado Society of Certified Public Accountants, and the National Association of Certified Valuation Analysts, and The Colorado Association of Business Intermediaries.

	Robert Porter Plumas Bank – Small Business Lending Work 11641 Blocker Dr., Suite 140 Auburn, CA 95603 work Cell Phone: 916-206-9100cell Work Email: INTERNET
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Biography Robert Porter began his career in SBA Lending in 1989 after graduating from CSU, Sacramento. For the past 33+ years, Robert has successfully negotiated and funded nearly 1,000 SBA 7a and 504 loans totaling $444,000,000. An avid rock climber, Robert has climbed some of Yosemite’s greatest mountains including El Capitan (7 times), Washington’s Column (9 times), and Half Dome, to name a few. In 1997, Robert (and a partner) obtained his own SBA loan ($439,500) to start Granite Arch Climbing Center in the Sacramento area. Robert has since sold his interest in the gym. Robert resides in Loomis, California, is 28 years happily married and the father of three. Although his office is located in the Sacramento, CA area, his lending activity extends throughout the western United States including CA, NV, AZ, OR, WA, UT, and CO. Plumas Bank offers SBA 7a and 504 loans.

	Ronald Seigneur Seigneur Gustafson LLP Work 940 Wadsworth Blvd., Suite 200 Lakewood, CO 80214 work Work Phone: 303-980-1111work Work Fax: 303-308-6969workfax Work Email: INTERNET
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Biography Ron has over 25 years of valuation experience and has been endorsed as an expert witness in several jurisdictions and has served in appointments such as trustee, mediator, arbitrator and special master of the court. Ron is very active nationally as an educator and author of valuation science and has written and taught advanced level valuation courses in several states for the AICPA, NACVA state bar associations and the Environmental Protection Agency. He is past chair of the AICPA Accredited in Business Valuation committee and NACVA’s Professional Standards Board. He is an adjunct professor at the University of Denver College of Law where he teaches leadership and management for law firms. Ron is an author and lead instructor of the Association of Legal Administrator’s national Essential Competencies training program for financial management. Ron holds a BA in Hotel Restaurant and Institutional Management from Michigan State University and an MBA in Accounting and Corporate Policy from the University of Michigan. Ron also continues to focus attention to tax planning and compliance matters, as well as emphasizing succession and exit planning strategies for Seigneur Gustafson clients and their professional advisors.

	John Wahl Live Oak Bank Work Denver, CO work Work Phone: 303-551-4453work Work Email: INTERNET
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Biography With more than 13 years of SBA lending experience, John joined Live Oak Bank’s M&A lending team in 2018 as a senior loan officer. John specializes in financing business acquisitions including partner/manager buyouts, stock purchases, and mergers; in addition to owner-occupied real estate and ground-up construction projects. In his most recent role, he worked at one of the nation’s largest banks, where he generated over $215M in SBA loans and was consistently one of the top SBA lenders. John is responsible for the cash flow analysis, structuring and initial credit underwriting of all M&A loan requests. He is skilled at guiding his customers through the SBA lending process and maintains strong relationships with leading brokers, exit advisors, CPAs and other industry groups. John received his Bachelor of Science with an emphasis in Finance from the University of Colorado in Boulder. He serves on several community boards in his hometown in Colorado and is an avid skier.

	George Wellmer Tupelo Work 2420 17 St. Denver, CO 80202 work Work Phone: 248-832-6919work Work Email: INTERNET
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Biography George is the founder of Tupelo, a CRM for business brokers. Prior to Tupelo, he worked in banking, then ran a valuation business for SBA 7(a) loans. Having witnessed and experienced some of the problems business brokers face, George founded Tupelo to let brokers focus on building relationships with buyers and sellers while the CRM supports their operations. Tupelo integrates with third parties to eliminate repetitive data entry. The straightforward, intuitive interface is easy for anyone to pick up and begin using to optimize their operations.

	Renee Wood Wells Fargo Bank SBA Lending Work 66 W. Springer Dr., Suite 210 Highlands Ranch, CO 80129 work Work Phone: 303-518-2703work Work Email: INTERNET
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Biography National SBA lender specializing in Franchise New Store Development, Expansion, Business Acquisition and Real Estate financing.