The
Accelerator
New Members | 51 New Members in the Seattle Area
Julie Back
Company: Private Ocean
Title: Advisor/Principal
Phone: (206) 729-1700
Email: julie.back@privateocean.com
Profession: Financial Service
Home Group: Seattle II
Bio: I am a Senior Advisor and Principal at Private Ocean. Our mission is to provide advice and education to help our clients make sound decisions their financial future.
James Banks
Company: Seattle Truck Law
Title: Personal Injury Attorney
Phone: (206) 229-9475
Email: james@seattletrucklaw.com
Profession: Attorney
Home Group: Seattle I
Bio: Mr. Banks represents people injured in Truck, Motorcycle, and Car Accidents.
Steve Bean
Company: TRUEbenefits
Title: Principal & Consultant
Phone: (206) 267-4007
Email: steve@truebenefits.net
Profession: Consultant Service
Home Group: Seattle I
Bio: Steve helps CFO’s, owners and Exec Dir get better results from their employee benefit plans for the money they are already spending. He and his team bring skill, insight and excellence to PNW employers between 50 and 2,000 benefit-eligible employees.
Scott Beauchene
Company: Andersen Tax, LLC
Title: Managing Director
Phone: (206) 245-8527
Email: scott.beauchene@andersentax.com
Profession: Financial Service
Home Group: Seattle I
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 nearly thirty years of experience.
Russell Benaroya
Company: Stride
Title: Partner
Phone: (206) 779-1359
Email: russell@benaroya.net
Profession: Financial Service
Home Group: Seattle IV
Bio: As a former technology entrepreneur, I founded Stride with a team to serve business owners by providing trust and confidence in the books so they can focus on changing the world.
Jake Bernstein
Company: Newman Du Wors LLP
Title: Practice Leader, Cybersecurity & Privacy
Phone: (206) 274-2813
Email: jake@newmanlaw.com
Profession: Attorney
Home Group: Seattle I
Bio: Jake Bernstein helps his clients manage their cybersecurity and privacy risks through proactive counseling based on both legal and technical expertise. Jake will represent clients in litigation and throughout a company’s lifecycle.
Michelle Bomberger
Company: Equinox Business Law
Title: CEO and Managing Attorney
Phone: (425) 250-0205
Email: michelle@equinoxbusinesslaw.com
Profession: Attorney
Home Group: Bellevue I
Bio: Michelle is the founder of Equinox Business Law Group, a law firm that enables companies to proactively obtain the legal perspective in their decision making at a predictable, fixed cost.
Kip Boyle
Company: Cyber Risk Opportunities LLC
Title: CEO
Phone: (253) 234-5474
Email: kip@cyberriskopportunities.com
Profession: Information Technology
Home Group: Seattle II
Bio: Helping execs manage cyber as a business risk.
Brock Brady
Company: Voya Financial Advisors
Title: Investment Advisor Representative
Phone: (425) 698-1712
Email: brockjbrady@voyafa.com
Profession: Financial Service
Home Group: Seattle II
Tom Broetje
Company: CFO Selections
Title: Practice Manager
Phone: (206) 399-0102
Email: tbroetje@cfoselections.com
Profession: Consultant Service
Home Group: Seattle I
Bio: I work with business owners who are looking for experienced CFO and Controllers to provide leadership to their accounting team. We can work on an interim, part-time or project basis.
Chris Brumfield
Company: Brown & Brown Insurance
Title: Professional Liability
Phone: (206) 216-4830
Email: cbrumfield@bbseattle.com
Profession: Insurance
Home Group: Seattle I
Bio: I assist mid and large sized Attorney, Architectural and Engineering Firms with Professional Liability (E&O) and insurance needs. I am a consultative, year-round broker well experienced with risk management, M&As, and complex insurance programs.
Tom Corcoran
Company: United American Mortgage Corporation
Title: Loan Officer
Phone: (714) 376-6366
Email: tomcorcoran@uamco.com
Profession: Real Estate
Home Group: Seattle II
Bio: Tom has been working in financial and real estate services for over 18 years. His focus is on helping his clients secure the best financing options available with a strong commitment to excellent service.
Tom Gardner
Company: Sales Xceleration
Title: Outsourced Vice President of Sales
Phone: (425) 363-4560
Email: tgardner@salesxceleration.com
Profession: Consultant Service
Home Group: Seattle II
Bio: I help business owners, CEOs and leadership teams take their business to the next level through hands- on consulting and sales leadership.
Billy Gibbs
Company: BNY Mellon
Phone: (206) 664-8802
Email: billy.gibbs@bnymellon.com
Profession: Investment Advisor
Home Group: Bellevue I
Bio: Billy Gibbs is an adviser to middle market business owners ($20-$500MM), with specific emphasis on transition planning, and he helps owners figure out the “how and why” of their transition, regardless of time frame.
Mike Griffin
Company: Jackson Lewis P.C.
Title: Principal Attorney
Phone: (206) 626-6416
Email: michael.griffin@jacksonlewis.com
Profession: Attorney
Home Group: Seattle II
Bio: I believe employers of all sizes need help navigating the complicated maze of employment laws. I help HR and corporate counsel prevent employment disputes, and I defend employers when a dispute cannot be avoided.
Sam Gullette, CFP®
Company: Voya Financial Bellevue
Title: Financial Planner & Managing Director
Phone: (425) 698-1701
Email: samuel.gullette@voyafa.com
Profession: Financial Service
Home Group: Bellevue I
Bio: We help individuals, families and business owners feel proud of the financial decisions they make.
Doug Hall
Company: Doug Hall’s Resources for CEOs
Title: Leadership Team Coach
Phone: (425) 760-8103
Email: doug@resourcesforceos.com
Profession: Attorney
Home Group: Seattle II
Bio: Doug helps business owners and their leadership teams get what they really want from their business by helping them get aligned on one vision, increasing accountability and traction, while creating a healthy culture.
John Huey
Company: Northwest Bank
Title: SVP
Phone: (206) 621-8761
Email: john.huey@northwest-bank.com
Profession: Banking Finance
Home Group: Seattle I
Dennis Ikezawa
Company: Northwest Bank
Title: VP Commercial Banking – SBA
Phone: (206) 621-8710
Email: dennis.ikezawa@northwest-bank.com
Profession: Banking Finance
Home Group: Seattle IV
Bio: I am a commercial banker specializing in the SBA financing. I provide financing for business buy-out, expansion, family business succession, asset purchases, debt consolidation, and working capital for small business owners and lower middle market space.
Brian Jorgenson
Company: OneAccord
Title: Director, Investment Banking
Phone: (206) 372-9623
Email: brian.jorgenson@oneaccord.co
Profession: Consultant Service
Home Group: Seattle I
Bio: Brian is an investment banker serving business owners by providing M&A advisory services for lower middle market companies based in the Pacific Northwest.
Rod Keefe
Company: Kidder Mathews
Title: Senior Vice President, Shareholder
Phone: (206) 296-9642
Email: rod.keefe@kidder.com
Profession: Real Estate
Home Group: Seattle IV
Bio: Commercial Real Estate Agent specializing in office leasing in downtown Seattle and the sale of commercial properties in the greater downtown area.
Kelly Keydel
Company: Private Ocean
Title: Wealth Manager
Phone: (206) 729-1700
Email: kelly.keydel@privateocean.com
Profession: Investment Advisor
Home Group: Seattle IV
Bio: As a Financial Advisor and Wealth Manager, I help people make smart decisions with their wealth, particularly when they are facing a significant life transition such as selling a business, or dealing with a financial windfall.
Miriam Krisher
Company: Peterson Sullivan
Title: Principal
Phone: (206) 344-7553
Email: mkrisher@pscpa.com
Profession: Accountant
Home Group: :Seattle I
Bio: Miriam has more than 11 years of experience completing all aspects of business assurance engagements, including audits, reviews and compilations. She is passionate about building relationships with her clients and providing exceptional service.
Maxwell Larson
Company: JP Morgan Chase
Title: Vice President Commercial Banker
Phone: (206) 500-3910
Email: max.larson@chase.com
Profession: Banking Finance
Home Group: Seattle IV
Bio: Max provides financial solutions to corporations with revenues between $20 million and $500 million. Max meets the clients’ domestic and international financial needs through extensive product capabilities.
Christine Liu
Company: Columbia Bank
Title: SVP Commercial Banking Officer
Phone: (425) 691-5029
Email: cliu@columbiabank.com
Profession: Banking Finance
Home Group: Bellevue I
Bio: Christine provides lending and cash management solutions to operating businesses that have annual revenues of 5 million or more.
Matt Loftin
Company: Carney Badley Spellman, P.S.
Title: Principal
Phone: (206) 607-4156
Email: loftin@carneylaw.com
Profession: Attorney
Home Group: Bellevue I
Bio: I provide legal counsel to individuals and families in the areas of federal and WA state taxation, and trusts and estates, including business succession planning. I also assist fiduciaries with both complex and simple trust/estate administrations.
Allison Low
Company: Peterson Sullivan
Title: Senior Tax Accountant
Phone: (206) 344-7507
Email: alow@pscpa.com
Profession: Accountant
Home Group: Seattle IV
Bio: Allison is a Senior Tax Manager in Peterson Sullivan’s Hospitality & Consumer Products practice. With over a decade of experience, she works alongside her clients to accomplish their goals by providing proactive tax and financial consulting.
Phil McCune
Company: Summit Law Group
Title: Founder/Partner
Phone: (206) 676-7038
Email: philm@summitlaw.com
Profession: Attorney
Home Group: Seattle I
Bio: Respected, top-ranked litigator and founder of top ranked full service Washington State law firm.
Daniel Merino
Company: Swat Systems
Title: Senior Consultant
Phone: (206) 436-3021
Email: dmerino@swatsystems.com
Profession: Consultant Service
Home Group: Seattle III
Bio: A Level 3 Network & Systems Admin with 15 years of experience. I help our clients with planning for future project, maintaining healthy networks and manage our sales and marketing teams. Clients we service are between 20 and 300 employees.
Rivers Morrel
Company: Big Hype Marketing and Public Relations
Title: Director of Marketing & Business Development
Phone: (714) 604-2280
Email: rivers@bighypemarketing.com
Profession: Marketing
Home Group: Seattle II
Bio: Seasoned Marketing & Sales Executive with over a decade of experience building and scaling teams and marketing channels in both B2B and B2C environments. Dynamic Team Leader that overachieves on marketing KPI’s and Sales Objectives with Vast knowledge and
Nathan Mumm
Company: Envision Executive Services
Title: CIO
Phone: (425) 773-8390
Email: nathan@ee-services.com
Profession: Consultant Service
Home Group: Seattle I
Bio: My Business Philosophy is “Dream, Believe, Plan and Do” ~
Daniel Neuman
Company: Carney Badley Spellman, P.S.
Phone: (206) 607-4106
Email: neuman@carneylaw.com
Profession: Attorney
Home Group: Seattle I
Bio: Experienced corporate, securities and M&A attorney, focused on representing startup and emerging- growth companies, angel investors and venture capital funds.
Russell Pangborn
Company: Seed IP Law
Title: Partner
Phone: (206) 694-4820
Email: russp@seedip.com
Profession: Attorney
Home Group: Seattle III
Bio: Experienced intellectual property attorney with deep expertise in global trademark, internet policy and technology law.
Monika Pelz
Company: Armanino LLP
Title: Partner
Phone: (925) 790-2834
Email: monika.pelz@amllp.com
Profession: CPA
Home Group: Seattle II
Bio: Monika is a Partner focused on privately-held mid-market Consumer Products and Nonprofit organizations.
Brooke Quist
Company: Seed Intellectual Property Law Group
Title: Partner
Phone: (206) 694-4850
Email: brookeq@seedip.com
Profession: Attorney
Home Group: Seattle I
Bio: Brooke Quist practices in the area of intellectual property, including strategic portfolio development, patent prosecution, patent invalidity and non-infringement opinions, client counseling, due diligence, and licensing.
Tony Richardson
Company: Meridian Capital
Title: Investment Banker
Phone: (206) 612-5426
Email: trichardson@meridianllc.com
Profession: Banking Finance
Home Group: Seattle IV
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
Robin Roberts
Company: Insperity
Title: Business Performance Advisor
Phone: (425) 748-7567
Email: robin.roberts@insperity.com
Profession: Human Resources
Home Group: Seattle III
Bill Sablan
Company: NOW CFO
Title: Partner
Phone: (206) 225-2253
Email: bsablan@nowcfo.com
Profession: Accountant
Home Group: Seattle III
Sue Sanford
Company: Upstart Group
Title: CEO & Your Chief Marketing Officer
Phone: (855) 779-2700
Email: sue@upstartgroup.com
Profession: Marketing
Home Group: Seattle I
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.
Richard Salitra
Company: Salitra Consulting, LLC
Title: Principal
Phone: (425) 444-2457
Email: richard@salitraconsulting.com
Profession: Consultant Service
Home Group: Bellevue I
Bio: Outsourced CFO to companies from start-ups to $50M who need the expertise of a CFO but aren’t ready for a full-time hire, focusing mostly on tech companies. Experienced helping clients both navigate the start-up space and operationally scale as needed.
Susan Schalla
Company: Carney Badley Spellman
Phone: (206) 607-4148
Email: schalla@carneylaw.com
Profession: Attorney
Home Group: Seattle III
Bio: Susan is an M&A attorney who helps clients sell or buy businesses, transition ownership, and make other strategic changes. She has a tax law degree and advises clients on the tax impacts of transactions in tandem with their CPAs.
Doug Schulze
Company: Altus Alliance
Title: Managing Partner
Phone: (425) 301-1152
Email: doug@altusalliance.com
Profession: Consultant Service
Home Group: Seattle I
Bio: Revenue and Sales consulting and embedded leadership.
David Silke
Company: Gordon & Rees
Title: Partner
Phone: (206) 695-5112
Email: dsilke@grsm.com
Profession: Attorney
Home Group: Seattle I
Bio: Employment attorney representing employers and management regarding all aspects of employee relations, including advice and litigation.
Caroline Smith
Company: Dataworks Consulting
Title: CEO
Phone: (425) 687-6185
Email: caroline@dataworksconsulting.com
Profession: Information Technology
Home Group: Seattle II
Bio: I take the hassle out of technology to help small businesses focus on what they do best.
Michel Smith
Company: Voya Financial Advisors
Title: Investment Advisor
Phone: (206) 240-7264
Email: michel.smith@voyafa.com
Profession: Financial Service
Home Group: Seattle III
Drew Steen
Company: Davis Wright Tremaine, LLP
Title: Partner
Phone: (206) 757-8081
Email: andrewsteen@dwt.com
Profession: Attorney
Home Group: Seattle I
Bio: I am attorney who represents businesses, funds and individuals in all manners of corporate transactions. I represent both buyers and sellers in mergers, acquisitions, sales of businesses, investments and joint
Kripa Upadhyay
Company: Orbit Law PLLC
Title: Managing Partner
Phone: (206) 623-3352
Email: kripa@orbitlawpllc.com
Profession: Attorney
Home Group: Bellevue I
Bio: I am an Immigration attorney offering a full scope of immigration legal services with a practice focusing mainly on foreign national business owners and foreign investors. Our team members speak 8 languages in house and we have offices in Dubai and India.
Melissa Van Buhler
Company: Newman Du Wors LLP
Title: Attorney
Phone: (425) 518-8252
Email: melissa@newmanlaw.com
Profession: Attorney
Home Group: Seattle II
Bio: Melissa is an expert on cybersecurity, privacy, and regulatory compliance whose key strength is helping organizations achieve cyber resiliency grounded in legal and regulatory compliance.
David Van Vooren
Company: David Hirson & Partners, LLP
Phone: (206) 395-5652
Email: dvanvooren@hirson.com
Profession: Attorney
Home Group: Seattle I
Bio: Business Immigration & Compliance.
Teresa Wyman
Company: Columbia Bank
Title: VP, Business Banking Officer
Phone: (206) 276-9615
Email: twyman@columbiabank.com
Profession: Banking Finance
Home Group: Seattle III
Bio: Teresa is a trusted financial advisor serving the small to mid-market commercial community with tailored financial plans and creative lending solutions.
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