Strategic Partners

Hays Companies 

Risk management and commercial insurance. Employee benefits, wealth management and specialty solutions. We are a trusted advisor and sound voice through the volatility. We deliver outsized results—in any climate.

Main Contact at Hays Companies 

Joe Long
Title: President
Email Address:
Phone Number: 720-279-3418
Physical Address: 1125 17th Street, Suite 400, Denver, CO 80202



We are passionate about helping you make better investment decisions and achieving your investment goals. We win your trust by providing ongoing support with comprehensive investment tools and assistance.

Main Contact At The Pelley Group

Name: Seth Patterson
Title: Financial Advisor
Email Address:
Phone Number:303-221-1000
Physical Address: 6312 S. Fiddlers Green Circle, Suite 310E, Greenwood Village, CO  80111


JLL (NYSE: JLL) is a leading professional services firm that specializes in real estate and investment management. Our vision is to reimagine the world of real estate, creating rewarding opportunities and amazing spaces where people can achieve their ambitions. In doing so, we will build a better tomorrow for our clients, our people and our communities. JLL is a Fortune 500 company with nearly 300 corporate offices, operations in over 80 countries and a global workforce of 86,000 as of June 30, 2018. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated.

Main Contact At JLL

Name: Ken Gooden
Title: Executive Vice President
Email Address:
Phone Number: 303-390-5202
Physical Address: 1225 17th Street Suite 1900 Denver CO  80202



Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets.

Wells Fargo’s vision is to satisfy its customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides commercial and residential banking and finance through its more than 8,000 locations and its mobile banking portal.

Main Contact At Wells Fargo

Scott Gordon
Title: Sr. Business Relationship Manager 
Email Address:
Phone Number: 303-863-6780
Physical Address: 1740 Broadway, 3rd Floor, MAC C7301-030, Denver, CO, 80247


ACM is a locally owned, locally committed, full service public accounting firm headquartered in Denver, Colorado with offices in Northern Colorado, Boulder and Laramie, WY. ACM provides audit, tax and consulting services to the Rocky Mountain Region’s entrepreneurial and middle market companies along with their owners, as well as public sector and philanthropic organizations.  Our clients appreciate a proactive approach to solving business issues and adding value while improving operations. We understand that to be successful we must be people-centric both internally and externally.   We actively contribute time and resources to our communities because together, we all become better.

Main Contact At ACM

Brooke Hipp
Title: Marketing Director
Email Address:
Phone Number:303-318-6622
Physical Address: 303 E. 17th Ave, Suite 600, Denver, CO 80203


Chatham Financial 

Chatham is the largest independent adviser and technology provider to companies that use derivatives to manage risk. We advise and provide services to more than 2,000 clients annually on interest rate, currency, and commodity hedging. We also advise and provide services to companies on a wide range of debt-related matters. We are a global firm with operations in the United States, Europe, Australia, and Asia. Our clients are located within a broad range of business sectors, including real estate, private equity, financial institutions, and corporations.

Main Contact At Chatham Financial

Amanda Breslin
Title: Executive Director 
Email Address:
Phone Number: 720-221-3502
Physical Address: 7926 S Platte Canyon Road, Littleton, CO 80128


Colorado State Bank and Trust 

Colorado State Bank and Trust has a long-standing tradition of working with commercial and industrial businesses. Our customers interact with a local community partner backed with the breadth of products, resources and expertise of a large regional financial services company. As part of BOK Financial Corporation (NYSE: BOKF), we have the strength of a regional financial leader with more than $35 billion in assets, so you get the best of both worlds – local, in-depth service and sophisticated customized solutions.

Main Contact At Colorado State Bank and Trust 

Chris Golec
Title: VP Commercial Banking
Email Address:
Phone Number: 303-863-4275
Physical Address: 1600 Broadway, 4th Floor, Denver, CO 80202



Cresa is the world’s largest commercial real estate advisory firm that exclusively represents occupiers and specializes in the delivery of fully integrated real estate solutions. Delivered across every industry, its services include Consulting, Facilities Management, Global Portfolio Solutions, Investment Banking, Lease Administration, Location Strategy & Economic Development Incentives, Project Management, Transaction Management and Workplace Strategy. With over 1000 employees in more than 80 offices globally, Cresa partners with occupiers everywhere. For more information, visit

Main Contact at Cresa

Name: Charlie Lutz
Title: Vice President
Email Address:
Phone Number: 303-228-0272
Physical Address: 1001 17th St. Suite 1225 Denver, CO 80202



Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. With more than 2,900 professionals and staff across more than 25 locations in the West and beyond, we work with many of the world’s most innovative companies and leaders. Our strength in the middle market enables us to advise clients at all intervals of development—from start-up, to rapid growth and expansion, to transition.

Main Contact At Moss Adams

John LaPorta
Title: Business Development Executive
Email Address:
Phone Number: 303-298-9600
Physical Address: 1999 Broadwat, Suite 4000, Denver, CO 80202


In a rapidly changing world, we advise businesses and individuals on how to prepare for the unexpected. When you partner with us, you're at the center of a vast network of experts who will help you reach your goals through risk services, claims management, and compliance support. And this gives you the peace of mind that what matters most to you will be protected — through unrelenting advocacy and tailored insurance solutions that put you in control.

Main Contact At HUB International

Tim Schermerhorn
Title: Employee Benefits Consultant
Email Address:
Phone Number: 720-207-2378
Physical Address: 1125 17th Street, Suite 900 Denver, CO 80202


IMA Financial Group, Inc.

The IMA Financial Group, Inc. is a diversified financial services company focused on protecting the assets of its widely varied client base through insurance and wealth management solutions. Because IMA is 100-percent employee-owned, the company’s nearly 700 associates in Colorado, Kansas, Michigan, and Texas are empowered to provide customized solutions for their clients’ unique needs

Main Contact At IMA Financial Group, Inc. 

Name: Chris Walters
Title: Vice President 
Email Address:
Phone Number: 303-615-7573
Physical Address: 1705 17th St. Ste 100, Denver, CO 80202


Robert Half Management Resources

Robert Half Management Resources is the premier provider of senior-level finance, accounting and business systems professionals to supplement companies' project and interim staffing needs. With more than 145 offices worldwide, including in the Denver metro area, Robert Half Management Resources maintains a network of professionals to assist with firms’ toughest business challenges and drive results in:

  • Finance and accounting
  • Finance optimization
  • Business systems and business performance improvement
  • Governance, risk and compliance
  • Taxation
  • Operations management

To better serve businesses and consultants, Robert Half Management Resources maintains strategic relationships with leading professional associations, including The Institute of Internal Auditors, Financial Executives International and American Institute of CPAs.

Main Contact At Robert Half Management Resources

John Wallace 
Title: Division Director 
Email Address:
Phone Number: 303-296-4200
Physical Address: 1125 17th Street, Suite 870, Denver, CO 80202 


ERP Advisors Group

ERP Advisors Group is an independent technology advisory firm. We help clients navigate the confusions of Accounting, Enterprise Resource Planning and all other major enterprise software selections and implementations. We don't get paid by vendors--our 100% focus is on ensuring our client's success with their enterprise software projects.

Main Contact At ERP Advisors Group

Name: Erica Windle
Title: Operations Manager
Email Address:
Phone Number: 720-542-7803
Physical Address: 6500 S. Quebec St, Suite 220, Centennial, CO 80111


Sherman & Howard L.L.C is a regional law firm with a national practice. Our over 180 lawyers serve a broad range of clients, including individuals, privately held businesses, multi-national corporations and government entities. We also provide counsel to in-house legal departments and to other law firms that require our distinctive experience. Our multidisciplinary attorney teams coordinate between practice groups and offices to provide the scope and depth of legal skill necessary to serve our clients most successfully. 

We recently celebrated our 125th anniversary, as our firm was founded in Denver in 1892. Today, in addition to our Denver office, we have offices in Colorado Springs, Aspen, Steamboat Springs, Phoenix, Scottsdale Las Vegas, Reno, Albuquerque, St. Louis and Atlanta.

Main Contact At Sherman & Howard

Name: Mike Borchlewicz
Email Address:
Phone Number: 303-299-8404
Physical Address: 633 17th St., Suite 3000, Denver, CO 80202