| Mr. Jack Anderson, CPA, CFO |
|
James A. Armstrong, Pd.D, President |
| Locke Supply Company |
|
Apogee Scientific, Inc. |
| 1300 S. E. 82nd Street |
|
2895 W. Oxford Ave., Ste. 1 |
| Oklahoma City, OK 73149 |
|
Englewood, CO 80110 |
| 405-631-9701 |
|
303-783-9599 x22 |
| Professional Assoc: Client/ESOP Installation & Trustee |
|
Professional Assoc: Client/Valuations/Consulting |
|
| Mr. Michael Mulhausen, CPA |
|
Mr. Michael J. Norton, J.D. (former U.S. Attorney) |
| Wealth Management Partners |
|
Burns, Figa & Will, P.C. |
| 2085 Kahala Cir. |
|
6400 S. Fiddler's Green Circle, Ste. 1030 |
| Castle Rock, CO 80104 |
|
Englewood, CO 80111 |
| 303-758-9167 |
|
303-796-2626 |
| Professional Assoc: ESOP Engagements |
|
Professional Assoc: General |
|
| Mr. Rick Hale, CPA, ESOP Trustee |
|
Mr. John Buckley, J.D. |
| 3200 Broadway, Ste. 240 |
|
1277 Kelly Johnson Blvd., Ste. 250 |
| Garland, TX 75043 |
|
Colorado Springs, CO 80920 |
| 972-278-2286 |
|
719-447-8797 |
| Professional Assoc: Client/Valuations |
|
Personal & Professional Association |
|
| Mr. Eric Ransick, CPA, CVA |
|
Greg Ring, CEO |
| Zick & Associates |
|
Fulcrum |
| 16 Inverness Place East, Bld. C |
|
421 S. Tejon, Ste 200 |
| Englewood, CO 80112 |
|
Colorado Springs, CO 80903 |
| 303-758-9167 |
|
719-964-9225 |
| Professional Assoc: Valuations |
|
Professional Assoc: Charitable Giving & Valuations |
|
| J. B. Morgan, J.D. |
|
Mr. Jerry Hoodenpyle, J.D. |
| Handy & Morgan |
|
Rohne, Hoodenpyle, Lobert & Myers |
| 1409 Precinct Line Rd. |
|
519 E. Border St. |
| Hurst, TX 76053 |
|
Arlington, TX 76810 |
| 817-284-2262 |
|
817-265-2841 |
| Professional Assoc: Valuations/FLPs |
|
Professional Assoc: Valuations - Corp. & FLP |
|
| Mr. Chuck Lieser, CPA |
|
Mr. Dale Leonard, CPA, Trustee |
| Weaver and Tidwell, LLP |
|
Schulz & Leonard, CPAs |
| 1600 W. 7th St., Ste. 300 |
|
200 First Street, P.O. Box 367 |
| Fort Worth, TX 76102 |
|
Eaton, CO 80615 |
| 817-332-7905 |
|
970-454-3371 |
| Personal & Professional Assoc: Valuations/ESOPs |
|
Professional Assoc: ESOP Engagements |
|
| Ryan Harris, Financial Advisor |
|
Mr. Darrel Johnson, J.D. |
| Merrill Lynch |
|
White & Johnson, P.C. |
| 90 S Cascade Ave Ste 600 |
|
701 Bilymaca Street |
| Colorado Springs, CO 80903 |
|
Elkhart, KS 67950 |
| 719-630-6011 |
|
620-697-2163 |
Professional Assoc:
Insurance/Securities/ESOP Engagements |
Professional Assoc: FLP Valuations |
|
| Mr. Adolphe Cyr. Financial Advisor |
|
Mr. Randall M. Willard, J.D. |
| Guardian Life |
|
Willard & Associates, P.C. |
| 17215 W. 17th Place |
|
215 West Oak St., Ste. 600 |
| Golden, CO 80401 |
|
Ft. Collins, CO 80521 |
| 303-902-7160 |
|
970-224-5678 |
| Personal & Professional Association/Insurance |
|
Professional Assoc: ESOP Engagements |
|
| Mr. James V. Roberts, J.D. |
|
Mr. George Palmer, President |
| Law Office of James V. Roberts |
|
Hossley Lighting Associates, Inc. |
| 8117 Preston Rd., Ste. 800 |
|
1202 Dragon St., Ste. 100 |
| Dallas, TX 75225 |
|
Dallas, TX 75207 |
| 214-528-2822 |
|
970-484-7901 |
| Professional Assoc: FLP Valuations |
|
Professional Assoc: Client/Valuations/Installation of ESOP |
|
| Shannon Baker, Financial Advisor |
|
Mr. Tom Weitzel |
| Merrill Lynch |
|
930 Lakeshore Dr. |
| 90 S Cascade Ave Ste 600 |
|
Estes Park, CO 80517 |
| Colorado Springs, CO 80903 |
|
970-577-8377 Hm. |
| 719-630-6077 |
|
970-227-3471 Cell |
| Professional Assoc: Insurance/Securities/ESOP Engagements |
Personal Association |
|
| Mr. Larry H. Gustafson, President |
|
Mr. Francis Brown, J.D, LLM (Tax). |
| Larry H. Gustafson & Assoc. |
|
Davis & Associates |
| 3900 East Mexico Ave., Ste. 608 |
|
523 Park Point Dr., Ste. 100 |
| Denver, CO 80210 |
|
Golden, CO 80401 |
| 303-691-5078 |
|
303-670-9855 |
| Personal & Professional Association/Insurance |
|
Professional Assoc: ESOP Engagements |
|
| Mr. Jim Welker, Former Representative - District 51 |
|
Mr. Kevin Lundberg, Senator |
| State of Colorado |
|
State of Colorado |
| 2641 N. Taft Ave. |
|
P. O. Box 378 |
| Loveland, CO 80538 |
|
Berthoud, CO 80513 |
| 800-954-8018 |
|
303-866-2907 |
| Professional Association: Personal & Political |
|
Professional Association: Personal & Political |
|
| Mr. Doug Goldberg, J.D |
|
Mark LaJoie, Financial Advisor |
| Goldberg Law Center |
|
Merrill Lynch |
| 629 N. Weber St., Ste. 1 |
|
90 S Cascade Ave Ste 600 |
| Colorado Springs, CO 80903 |
|
Colorado Springs, CO 80903 |
| 719-444-0300 |
|
719-630-6035 |
| Professional Assoc: |
|
Professional Assoc: Insurance/Securities/ESOP Engagements |
|
| Steven A. Miller CHFC, JD, LLM (Tax) |
|
Sean Gooden, Financial Advisor |
| Wealth Management Partners |
|
Mass Mutual |
| 12353 E. Easter Ave., Suite 200 |
|
4600 Ulster, Ste. 1200 |
| Centennial, CO 80112 |
|
Denver, CO 80237 |
| Phone: 303-999-3013 |
|
(303) 584-1134 |
| Professional Assoc: Insurance & ESOP Engagements |
|
Professional Assoc: Insurance & ESOP Engagements |
|
| Keith L Davis, JD, LLM (Tax), CPA |
|
|
| Davis Schilken, P.C. Law Offices |
|
|
| 523 Park Point Drive, Ste. 350 |
|
Note: Longest relationships in bold type. |
| Golden, CO 80401 |
|
|
| (720) 473-4211 |
|
|
| Professional Assoc: |
|
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