New Members

21 New Members in the Denver Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Treasa Burke

Treasa Burke

(303) 607-3825
treasa.burke@faegredrinker.com
Attorney
Home Group: Denver 4

Laura Hancock

Laura Hancock

(251) 459-3644
lehancockut@gmail.com
Attorney
Home Group: Denver 5

Tyler Holden

Tyler Holden

(303) 999-3548
tyler.holden@nm.com
Investment Advisor
Home Group: Denver 2

Paul Jastrzebski

Paul Jastrzebski

(773) 309-1246
pjastrzebski@merchantsbanksba.com
Banking Finance
Home Group: Boulder 1

Mary Lee-Wlodek

Mary Lee-Wlodek

Proactive Marketing Inc.
President
(310) 291-2368
mary@proactive-mktg.com
Marketing
Home Group: Boulder 2

Bio: B-to-B professional services firms call Mary Lee-Wlodek for lasting brand identities and effective marketing & communications plans.

Sergio Lovato

Sergio Lovato

Investment Security Group
Senior Wealth Advisor
(303) 759-9808
sergio@investsg.com
Investment Advisor
Home Group: Denver 6

Bio: Sergio Lovato is an industry veteran with over 24 years of experience, He has previously served in roles working with institutional and individual investors alike at firms like Charles Schwab, Janus, and most recently Bluerock. Mr. Lovato earned his CIMA.

John Marr

John Marr

Coequity, LLC
(303) 578-2488
jmarr@coequity.com
Consultant Service
Home Group: Boulder 2

Martin Mahalchick

Martin Mahalchick

Bank of America
Senior Relationship Manager
(303) 264-6057
martin.mahalchick@bofa.com
Banking Finance
Home Group: Denver 5

Mel Manhardt

Mel Manhardt

(720) 726-6804
advisory@converge-financial.com
Accountant
Home Group: Boulder 1

Michael Melito

Michael Melito

Melito Law LLC
Esq.
(719) 205-1684
melito@melitolaw.com
Attorney
Home Group: Denver 1

Bio: A former organized crime and complex white collar prosecutor, Michael W. Melito, Esq. of Melito Law brings over 25 years of litigation experience, negotiation skills, and seasoned legal judgment to a diverse range of civil and criminal practice areas.

Scott Myatt

Scott Myatt

Caber Hill Advisors
Managing Director
(970) 581-2231
scott.myatt@caberhill.com
Other
Home Group: Denver 3

Bio: I assist lower and middle-market business owners sell to private equity or strategic buyers. Additionally, I assist PE firms and strategic buyers acquire companies.

Mark Nemmers

Mark Nemmers

BBSI
Business Development Manager
(303) 905-6020
mark.nemmers@bbsi.com
Human Resources
Home Group: Denver 1

Bio: BBSI helps small businesses implement strategic Human Resource solutions for their company. We help optimize our clients workforce by streamlining much of their adminstrative tasks and bring them a variety of services to help their businesses run better.

Sean Olson

Sean Olson

(800) 800-9889
sean@olsonlawfirm.com
Attorney
Home Group: Denver 4

Anish Parikh

Anish Parikh

VIP Business Coaching
(720) 684-7148
anish@vipbusinesscoaching.com
Consultant Service
Home Group: Boulder 2

Bio: Our value creation platform helps lower midmarket companies scale, by bringing best practices around culture, strategy, and execution.

Michael Rex

Michael Rex

(303) 381-1045
michael@rex-legal.com
Attorney
Home Group: Denver 5

Josh Rolin

Josh Rolin

Vantage Insurance Solutions
(720) 724-6495
josh@vantageinso.com
Insurance
Home Group: Denver 5

Jennifer Rosenthal

Jennifer Rosenthal

KO Law Firm
(303) 672-0119
jrosenthal@kofirm.com
Attorney
Home Group: Boulder 2

Bio: Jennifer Rosenthal is a corporate partner in the Boulder office of KO. Jennifer’s practice focuses on corporate transactions, including mergers and acquisitions, venture capital and private equity investments, and company formations.

Zachary Schiffer

Zachary Schiffer

Bank of New York Mellon
Client Strategist
(908) 510-3249
zachary.schiffer@bnymellon.com
Investment Advisor
Home Group: Denver 5

Nick Steitz

Nick Steitz

(303) 390-5212
nick.steitz@jll.com
Real Estate
Home Group: Denver 5

Jamie Tarell

Jamie Tarell

Kurtz Fargo LLP
Partner
(720) 310-2078 EXT 7017
jtarell@kurtzfargo.com
Accountant
Home Group: Boulder 1

Bio:
Accounting professional with extensive experience in the financial and audit sectors, joined Kurtz Fargo in 2014. Nearly a decade of invaluable Big 4 experience.

Nathan Willis

Nathan Willis

Transworld Business Advisors of Colorado
M&A Advisor – Business Broker
(303) 335-7126
nathan@tworld.com
Financial Service
Home Group: Denver 6

Bio: Business brokerage and M&A services.

Member News

As we enter 2024, we are thrilled to announce that we now have over 9,000 members in 26 regions nationally. The growth we have experienced this year has been remarkable, and we are looking forward to even more expansion in 2024 and beyond. In fact, we are delighted to introduce our three newest regions: Las Vegas, Orlando, and San Antonio! We would like to express our deepest gratitude to our dedicated Group Leaders, passionate Members and Team ProVisors for their efforts in making our community the largest and most impactful networking community exclusively for Trusted Advisors.

Events

Accelerate Your Membership (AYM) on Monday, February 12, 2024 (8:30a P / 10:30a C / 11:30a E) This is an accelerated 60-minute session in which key strategies are introduced to assist the more established members. It consists of best practices that a member can use to further improve their experience within the ProVisors community. Selected senior members will be asked to speak on various topics in which they excel in-sharing their success stories and ‘how to’ tactics.

Register Now!

Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New Member Orientations

Tuesday, January 2, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024  – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, January 3, 2024 – 11:30a PT | 1:30p CT | 2:30p ET

Thursday, January 4, 2024 – 11:30a PT | 1:30p CT | 2:30p ET