Greg Elias

Partner
Think LLP
(760) 473-2456
gelias@thinkllp.com
Home Group: Boise 2

Dillon Borton

VP Senior Business Banking Relationship Manager
KeyBank
(541) 490-1989
dillon_borton@keybank.com
Home Group: Vancouver 1

Matt Balch

WaFd Bank
Senior Relationship Manager
matt.balch@wafd.com
Banking Finance
Home Group: Boise 2

Shar Banerjee

OneDigital
Consultant – Employee Benefits
(602) 793-4876
shar.banerjee@onedigital.com
Human Resources
Home Group: Portland 1

Michelle Camps

Wellspring Legal
Attorney + Founder
(425) 224-6121
michelle@wellspringlegal.com
Attorney
Home Group: Seattle 1

Todd Clarke

Todd’s Got A Pen
Copywriter · Content Writer
(206) 718-2484
todd@toddsgotapen.com
Marketing
Home Group: Seattle 3

Bio: I’ll write your web pages to clearly explain your business’s services. In plain English, no jargon, no brain translation. Even your kid will understand what expensive problems you solve for people. (copywriting · webpages · web design).

Natalie Cook

Copper8 Strategies
CEO & Founder
(206) 399-5027
natalie@copper8strategies.com
Financial Service
Home Group: South Puget Sound 2

Andi Costello

Venture Commercial Real Estate
Licensed Real Estate Broker
(360) 810-9111
andi@andicostello.com
Real Estate
Home Group: Portland 1

Bio: I help facilitate transactions across various commercial property types, including office, retail, industrial, hospitality, and multifamily properties. I help connect sellers and buyers or landlords and tenants in these diverse asset classes.

Bill Du Val

Du Val Business Law, PC
Attorney and Business Advisor
(503) 704-3773
bill@duval.law
Attorney
Home Group: Portland 1

Amy Egtvet

WE Trust Company
Chief Executive Officer
(206) 866-6543
amy@wetrustco.com
Financial Service
Home Group: Seattle 5

Bio: Professional Fiduciary with 22 years of experience problem solving for families.

Caitlin Fellows

Anderson, Fields & McIlwain
Attorney
(206) 322-2060
caitlin@a-f-m-law.com
Attorney
Home Group: Bellevue 1

Rusty Fette

Puget Sound CFO LLC
Fractional Chief Financial Officer
(206) 658-7918
rusty@pugetsoundcfo.com
Financial Service
Home Group: Bellevue 2

Bio: Budgeting · FP&A · Forecasting & Reporting · KPIs · M&A · Digital Transformation · Rhythm of Business / Monthly Business Review · Strategic Planning · Fundraising · Debt Placement · Growth & Profitability · Accounting · Turn Around · Pricing · HR.

Todd Grande

Bank of Idaho
V.P. and Commercial Banker
(208) 350-1620
toddgrande@bankofidaho.net
Banking Finance
Home Group: Boise 2

Randall Kinnison

Genesis Succession Planning
Founder/Mediator/Consultant
(503) 352-9447
randy@genesisconsultingservice.com
Consultant Service
Home Group: Portland 1

Bio: I help family businesses successfully pass the baton from one generation to the next.

Smith Miller

Strategic Tax Solutions (STS)
CEO
(208) 510-7802
smiller@ststaxcredits.com
Accountant
Home Group: Boise 1

Bio: Strategic Tax Solutions (STS) is the Research and Development Tax Credit Expert. If you have spent money on Research & Development, let us help you recapture these dollars now, for you and your firm’s future.

Trevin Rasmussen

Bristol Group
M&A Advisor
(208) 230-0191
trevin@bristol.group
Financial Service
Home Group: Boise 1

Bio: Trevin Rasmussen is an M&A Advisor focused the lower middle market and the Managing Partner of the Bristol Group.

Tony Richardson

Alexander Hutton
Investment Banker
(206) 612-5426
tr@alexanderhutton.com
Banking Finance
Home Group: Boise 2

Bio: Tony is an entrepreneur turned Investment Banker who has personally bought and sold multiple businesses, leveraging those experiences to help business owners and CEO’s sell their privately held companies. His clients typically range from $20m to $500m EV.

Jason Saunders

SKA Wealth Strategies of Raymond James & Associates
Branch Manager; First Vice President, Wealth Managment
(503) 956-4093
jason.saunders@raymondjames.com
Financial Service
Home Group: Portland 1

Bio: Helping founders navigate success, from idea to exit and beyond.

Alana Syrian

Aura Advisors
Tax Manager, CPA, MST
alana@auratax.com
Accountant
Home Group: Portland 1

Bio: I am a tax professional specializing in consulting & compliance for businesses ranging from tech to cannabis. I am your outsourced tax team you depend on all year.

Justin Volle

Clear River Legal, LLC
Attorney
(208) 921-9780
justin@clearriverlegal.com
Attorney
Home Group: Boise 1

Brent Williams-Ruth

Law Offices of Brent Williams-Ruth
Attorney
(253) 285-7751
brent@williams-ruthlaw.com
Attorney
Home Group: Seattle 4

Bio: An estate planning attorney who has created a new way to handle estate planning and administration.

Kristen Wilson

Wilson Insurance Brokers
Insurance Agent/Broker
(619) 306-6253
kristen@wilsoninsurancebrokers.com
Insurance
Home Group: Boise 1