References 2018-04-17T20:33:37+00:00


How do you know you can trust us to handle your ESOP implementation and ESOP distribution? Want to be assured that any one of our ASA business valuators can be an objective business valuation expert witness?

Here we provide a listing of references to relieve you of any questions regarding our reputation or our experience. Our associations with the following clients and professionals will confirm that we take our jobs seriously and treat our clients with respect and confidentiality.

Mr. Kevin Forbush, J.D. Mr. Michael Mulhausen, CPA
Forbush Goldberg PLLC Wealth Management Partners
902 S. Weber Street 2085 Kahala Cir.
Colorado Springs, CO 80903 Castle Rock, CO 80104
719-444-0300 303-758-9167
Professional Assoc: Valuations & ESOP Professional Assoc: ESOP Engagements
Mr. Doug Goldberg, J.D Mr. Michael Norton, J.D.  (former US Attorney)
Forbush Goldberg PLLC Thomas N. Scheffel & Associates
902 S. Weber Street 3801 E. Florida Ave., Ste. 600
Colorado Springs, CO 80903 Denver, CO 80210
719-444-0300 303-759-5937
Professional Association: Valuations & ESOP Personal & Professional Assoc: Valuations
Mr. Rick Hale, CPA, ESOP Trustee Mr. John Buckley, J.D.
Rick Hale CPA and Company Buckley Law Offices, P.C.
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/Valuations
Ms. Jeanne McMains J.D. Mr. Peter Langdon, J.D.
National Christian Foundation McGrath North
6911 Quiet Pond Place 1601 Dodge Street, Suite 3700
Colorado Springs, CO 80923 Omaha, NE 68102
719-491-2145 402-633-1425
Professional Association: Charitable ESOPs Professional Assoc: ESOP Engagements
Mr. J. B. Morgan, J.D. Mr. Bryce Schuettpelz, V.P.
Handy & Morgan Bank of Colorado
1409 Precinct Line Rd. 421 N. Tejon St.
Hurst, TX 76053 Colorado Springs, CO 80903
817-284-2262 719-304-5714
Professional Association: Valuations/FLPs Personal & Professional Assoc: Valuations
Mr. Darrel Johnson, J.D. Mr. Larry H. Gustafson, President
White & Johnson, P.C. Larry H. Gustafson & Assoc.
701 Bilymaca Street 3900 East Mexico Ave., Ste. 608
Elkhart, KS  67950 Denver, CO 80210
620-697-2163 303-691-5078
Professional Assoc: FLP Valuations Personal & Business Association/Insurance
Mr. Shawn O’Keefe, Managing Director Mr. Adolphe Cyr, Financial Advisor
Futurity First Summit Financial Guardian Life
600 S. Cherry Street, Suite 450 17215 W. 17th Place
Denver, CO 80246 Golden, CO 80401
303-800-7283 303-902-7160
Personal & Professional Association: Insurance/Val/ESOP Personal & Professional Association: Insurance
Mr. James V. Roberts, J.D. Mr. David Bolin, Managing Director
Law Office of James V. Roberts Accent on Independence
8117 Preston Rd., Ste. 800 11949 W. Colfax Ave.
Dallas, TX  75225 Lakewood, CO 80215
214-528-2822 303-331-0818
Professional Assoc: FLP Valuations Assoc: Client/ESOP Installation/ESOP Trustee Services
Mr. Paul Mason, J.D. Mr. Roger M. Norman, J.D.
Mason Law & Planning Group Norman & Norman, P.C.
15765 Pineycove Court 3200 Riverfront Dr., Ste. 100
Colorado Springs, CO 80921 Fort Worth, TX 76107
719-290-5218 817-335-5000
Professional Association: Valutions Professional Association: Valuations
Mr. Rusty Welch, Senior Regional Vice President Mr. Benjamin D. Miller, ASA, Principal
Ohio National Financial Clifton Larson Allen
340 Lariat Ln. 8390 E Crescent Parkway, Suite 500
Monument, CO  80921 Greenwood Village, CO 80111
719-661-4131 303-265-7811
Professional Association: Securities, Insurance, ESOP Professional Association: Valuations, ESOP
Rebecca V. Jackson, J.D. Mr. Craig Glass, President
Forbush Goldberg PLLC Peregrine Ministries
902 S. Weber Street 15728 Pauite Circle
Colorado Springs, CO 80903 Monument, CO 80132
719-444-0300 719-229-8258
Professional Association: Valutions Personal Association
Mr. Jim Friedberg, Vice President Mr. Loni  Woodley, CPA
Vectra Bank Woodley Hilderbrand & Sanders, LLP
2000 So. Colorado Blvd. 455 E. Pikes Peak, Ave., Ste. 305
Denver, CO 80222 Colorado Springs, CO 80903
720-947-7406 719-634-2815
Professional Association Personal & Professional Association
Mr. Greg Ring, CEO Mr. Gabe Hubbard
Fulcrum Graber & Johnson Law Group, LLC
421 S. Tejon, Ste. 200 714 Poyntz Ave., Ste. C
Colorado Springs, CO 80903 Manhattan, KS 66502
719-963-9225 785-565-0104
Personal & Professional Association Professional Association: Valuations
Mr. James Doidge, CFP, CLU, ChFC
Spence Cassidy & Associates, LLC
10450 N. 74th Street Suite 110
Scottsdale, AZ 85258
Professional Association: FLPs, ESOPs, Val., Securities