Goran Marinkovic

Digital Marketing Consultant
WSI Digital Shop Keys
(425) 466-9006
goranm@wsidigitalshopkeys.com
Home Group: South Puget Sound 2

Jani Beatty

Northwest Bank
VP, SBA Business Relationship Manager
jani.beatty@northwest-bank.com
Banking Finance
Home Group: Lake Oswego 1

Monica Frame

BPM LLP
Sr Manager, HR Consulting

mframe@bpm.com
Human Resources
Home Group: Boise 1

Allie Fuller

Allie Fuller Group at Keller Williams Sunset Corridor
Realtor, Principal Broker
(503) 975-9420
allie@alliefuller.com
Real Estate
Home Group: Portland 1

Larry Halvorson

Murphy Business Brokers
Business Intermediary/Advisor
(208) 890-0310
l.halvorson@murphybusiness.com
Financial Service
Home Group: Boise 2

J.D. Houvener

Bold Patents
Owner, Founder, Patent Attorney
(360) 931-2717
jd@boldip.com
Attorney
Home Group: South Puget Sound 1

Bio: J.D. Houvener is a Registered USPTO Patent Attorney who has a strong interest in helping entrepreneurs and businesses thrive.

Jeff Jones

ACT Capital Advisors
Managing Director
(425) 503-5006
jjones@actcapitaladvisors.com
Financial Service
Home Group: Seattle 3

Bio: CEO turned Investment Banker

Sarah Keay

The Law Offices of Sarah C. Keay, LLLT, PLLC
Limited License Legal Technician (LLLT)
(253) 256-5402
sarah@skeaylegal.com
Other
Home Group: South Puget Sound 2

Bio: Family Law Legal Technician

Paul Litwinczuk

OneDigital
Senior Consultant Retirement Services
(503) 490-8143
paul.litwinczuk@onedigital.com
Investment Advisor
Home Group: Portland 1

Bio: I empower businesses to build better retirement plans (e.g. 401k, 403b) and foster financial wellness for their employees.

Stacie Nemetz

Apella Wealth
Senior Financial Advisor and Partner
(360) 754-9475
snemetz@apellawealth.com
Investment Advisor
Home Group: South Puget Sound 2

Crystal Nguyen

Bank of America
Senior Business Banking Relationship Manager
(206) 227-6063
crystal.nguyen3@bofa.com
Banking Finance
Home Group: Seattle 2

Bio: Dedicated to providing customized financial solutions (SBA or Conventional) for businesses to support growth and/or make acquisitions. Solutions include day-to-day banking needs & loans/credit.

Coni Rahtboone

Babcock Holloway Caldwell & Stires
Owner
(208) 932-8998
crathbone@vf-law.com
Attorney
Home Group: Boise 2

Nicole Thibodeau

Nthandco Management Consultants
President
(855) 684-2632
nicole@nthandco.com
Consultant Service
Home Group: South Puget Sound 1

Dallas Thomsen

Snell & Wilmer
(503) 913-7267
dthomsen@swlaw.com
Attorney
Home Group: Portland 1

Bio: Dallas Thomsen is an estate planning and business attorney with Snell & Wilmer LLP. He counsels clients on estate planning, probate, trusts and estates, corporate and securities and mergers and acquisitions and related tax issues.

Christina Ward

Christina & Company, Keller Williams Realty Boise
CEO & Lead Listing Agent
(208) 207-0586
christina@christinaandcompany.com
Real Estate
Home Group: Boise 1

Bio: Our residential real estate team has helped nearly 2k families and sold $1B in volume. We are known for being the most giving team in our area – we makeover a families house in need and give away our 100th sale commission to local non profits yearly.

Scott Beauchene

Andersen
Managing Director
(206) 245-8527
scott.beauchene@andersen.com
Accountant
Home Group: Bellevue 1

Bio: I lead the Seattle Valuation practice and assist clients with risk management, strategic planning, tax reporting and financial reporting. As an independent adviser, I provide objective opinions that bring in over thirty years of experience.

Tom Gardner

Sales Xceleration
Outsourced Vice President of Sales
(425) 363-4560
tgardner@salesxceleration.com
Consultant & Service
Home Group: Seattle 2

Bio: I help business owners, CEOs and leadership teams take their business to the next level through hands-on consulting and sales leadership.

Sam Gullette, CFP®

WestStar Prosperity Partners
Financial Planner
D:(425) 698-1701 O:(425) 429-3031
sam.gullette@weststarpartners.com
Financial Service
Home Group: Bellevue 1

Bio: Personal Financial Planning / Equity Compensation / Investment Management / Education Planning / Retirement Planning / Insurance. Serving high income earning executives with zero time on their hands that are compensated with publicly traded company stock.

Kelly Keydel

Wealthspire Advisors
Managing Partner and Wealth Manager
(206) 729-1700
kelly.keydel@wealthspire.com
Investment Advisor
Home Group: Seattle 3

Bio: I work with individuals in transition (divorce, sale of business, widowhood, retirement) to create long term financial prosperity.

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.

Bill Sablan

NOW CFO
Partner
(206) 276-6116
bsablan@nowcfo.com
Accountant
Home Group: Seattle 3

Bio: Bill leads the Seattle and Tacoma practices of NOW CFO providing outsourced hands-on CFO, Controller, and accounting support services on a part-time, project, or interim basis.

Sue Weston

Upstart Group
CEO & Your Chief Marketing Officer
(855) 779-2700
sue@upstartgroup.com
Marketing
Home Group: Seattle 1

Bio: Strategic marketing executive providing growth focused CEO’s and Business Owners the marketing strategy to drive revenue and the know-how to get it done.

Teresa Wyman

ACT Capital Advisors
Debt Placement & Advisory
(425) 750-2246
twyman@actcapitaladvisors.com
Financial Service
Home Group: Seattle 1

Bio: Teresa navigates, negotiates and places complex commercial debt with traditional and alternative credit providers on behalf of her clients.