New Group Leaders

1 New Group Leader in the Denver Area

Join us in congratulating our newest Group Leaders! Reach out via their email below to make a connection. If you know someone who would be a prospective member for one of these new groups, please feel free to make an introduction.

Natalie Goldberg

CEO of Gold Legal Group LLP
Gold Legal LLC
(347) 418-2967
hello@goldlegalgroup.com
Home Group: Denver 7

New Members

9 New Members in the Denver Area

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

Philip Brewer

Comerica Bank
VP, Relationship Manager
(214) 986-4652
jpbrewer@comerica.com
Banking & Finance
Home Group: Denver 7

Bio: I help small-mid sized businesses access the financial tools they need to succeed.

Matthew Clark

Faegre Drinker Biddle & Reath LLP
(303) 447-7727
matthew.clark@faegredrinker.com
Attorney
Home Group: Boulder 2

Brock Falconer

DI Broker West
Regional Director of DI Sales
(425) 530-0713
brock.falconer@dibrokerwest.com
Insurance
Home Group: Denver 7

Bio: Dedicated and Passionate risk protection professional

Scott Fowle

CFO Selections – The ASP Team
Partner, Practice Manager
(720) 254-3114
sfowle@cfoselections.com
Consultant Service
Home Group: Boulder 1

Bio: Colorado Practice Manager | CFO Selections | TheASPTeam | Providing fractional, interim or project- focused financial leadership.

Zack Gutches

Brighton Jones
Lead Financial Planner
(208) 949-8185
zack.gutches@brightonjones.com
Financial Service
Home Group: Denver 7

Bio: Fee-only, comprehensive financial planner providing objective advice and execution around client’s entire net worth.

Jennifer Lewis

EOS Worldwide
EOS Implementer
(970) 690-2688
jennifer.lewis@eosworldwide.com
Consultant Service
Home Group: Boulder 2

Michael Mendoza

Forterra Investment Partners
Partner
mm@forterrainvestments.com
Real Estate
Home Group: Boulder 2

Bio: Mike leads Business Development at Forterra (PE CRE investment firm), is a proud CU alumni (MBA), and a former Marine Corps Captain (Veteran).

Jay Turner

MainStay Advisors
Founder & Managing Partner
(720) 612-4572
jay.turner@mainstayadvisors.com
Investment Advisor
Home Group: Denver 7

Rachel Williams

ScaleUp Financial Solutions
Fractional CFO, Founder
(310) 384-5226
rachel@scaleupfs.com
Consultant Service
Home Group: Boulder 2

Bio: Fractional CFO and Founder of ScaleUp Financial Solutions. Our team of CFOs, Controllers and Accountants provide finance and accounting services for your growing business.

Member News

Events

Save-the-date for our Spring PV@Night – Thursday, April 18th at Del Frisco’s Cherry Creek. Registration and details are on the Hub.

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, February 6, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 8:30a PT | 10:30a CT | 11:30a ET

Wednesday, February 7, 2024 – 11:30a PT | 1:30p CT | 2:30p ET