Affiliate Directory

AmVest Capital

Service Category: Full Affiliate List, Consulting Services
Phone: 843.682.3757
Fax: 843.682.3735
Website: http://www.amvestonline.com
Contact: Megan James
The mission of AmVest Capital is to provide banks the ability to fund commercial requests that currently fall outside of lending guidelines. AmVest Capital offers other bank services to include loan portfolio management, as well as the out placement of other types of loans or real estate related services.

Bank Financial Services Group

Service Category: Full Affiliate List, Compensation/Retirement Services, Human Resources
Phone: 303.489.1844
Fax: 303.339.0460
Website: http://www.bfsgroup.com
Contact: Richard Bratten
Bank Financial Services Group designs, implements and administers non-qualified executive and director benefit plans across the nation. BFS also assists banks in the design and execution of structured BOLI portfolios, integrating BOLI as a means to offset and recover employee benefit expenses. In addition to many other commonly offered BOLI products from highly rated insurance companies, BFS is also part of the Northwestern Mutual Financial Network with access to products offered by Northwestern Mutual, giving clients the best product offerings in the nation. We also consult with bank clients in the analysis of existing BOLI portfolio performance, due diligence/compliance reporting.

Capstone Technologies LLC

Service Category: Full Affiliate List, Consulting Services
Phone: 402.578.8093
Fax: 402.330.5063
Website: http://www.captechno.com
Contact: Kyle Lennard
Capstone Technologies develops, documents and tests business continuity/disaster recovery plans for the banking industry. The tested plans meet and usually exceed FFIEC, FDIC and OCC requirements.

Center for Financial Training Western States

Service Category: Full Affiliate List, Training/Education
Phone: 303.825.1590
Fax: 303.629.1591
Website: http://www.cftws.org
CFTWS' vision is to move forward and break out of the box, to provide high tech, high quality education, training products and services. CFTWS is a place to learn to increase one's knowledge, to break out of one's limitations, to grow and move forward.

Central States Family of Companies

Service Category: Full Affiliate List, Insurance Products & Services
Phone: 303.290.8901
Fax: 303.290.8915
Website: http://www.cso.com
Contact: Scott Sexon
An A- Excellent rated company for over 30 years, CSO's mission is to help people minimize financial risk through a variety of quality insurance products. New regulations have been the catalyst for change within the insurance industry. CSO is proud to be among the first to offer both credit insurance products and debt cancellation contracts to their client banks. Contact a CSO representative to discuss their proven success formula that will maximize your bank's profits.

Colorado Housing & Finance Authority

Service Category: Full Affiliate List, Resources
Phone: 303.297.7440
Fax: 303.297.2615
Website: http://www.chfainfo.com
Contact: Jaime Gomez

Computer Services Inc.

Service Category: Full Affiliate List, ATM/ Payment Cards , Data Processing, Technology Management
Phone: 270.217.2030
Fax: 270.575.4615
Website: http://www.csiweb.com
Contact: Richard King
Computer Services, Inc. (CSI), provides service and software solutions for community banks in both a service bureau and an in-house environment. In addition to core processing, our integrated banking solutions include imaging, cash management, Internet banking, corporate intranets, secure web hosting, e-messaging, online shopping, teller and platform services, ATM and debit card service and support, risk assessment, network management, and compliance software and services for regulatory compliance, homeland security and fraud prevention. Over 3,000 financial institutions are served with CSI's products and services.

CoNetrix

Service Category: Full Affiliate List, Consulting Services, Technology Management
Phone: 806.687.8600
Fax: 806.687.8511
Website: http://www.conetrix.com
Contact: Russ Horn
CoNetrix specializes in providing information technology consulting and security & compliance services to the financial industry. We offer a wide variety of solutions including IT/GLBA Audits & Network Assessments, Penetration Testing, Risk Management, Business Continuity Planning, Network Design & Implementation, Security Awareness Training, Information Security Program, and Identity Theft Prevention Program.

Corrigan & Company/M Benefit Solutions

Service Category: Full Affiliate List, Human Resources
Phone: 800.456.3377
Fax: 805.962.5053
Contact: Leslie McFadden
Corrigan & Company / M Benefit Solutions is the leading Western Bank Executive Benefits firm in the U.S. with over 100 Western Bank clients. Corrigan & Company / M Benefit Solutions remains to be the primary choice of banks when selecting Executive and Director Benefit programs.

D.A. Davidson

Service Category: Full Affiliate List, Wealth and Trust Management
Phone: 303.764.6048
Fax: 303.764.6003
Website: http://www.davidsoncompanies.com/ficm
Contact: Rick Turnage
D.A. Davidson & Co. Fixed Income Capital Markets (“D.A. Davidson”), is a Northwest based full-service brokerage and investment banking firm. D.A. Davidson and its related entities operate under the Davidson Companies, one of the nation’s leading regional financial services holding companies offerings a full menu of integrated brokerage, capital markets, money management, trust and wealth management services. With a 75-year history, D.A. Davidson has a demonstrated expertise and commitment to institutional and public sector clients.

Fairfield and Woods, P.C.

Service Category: Full Affiliate List, Law Firms
Phone: 303.830.2400
Fax: 303.830.1033
Website: http://www.fwlaw.com
Contact: Bob Vinton
Fairfield and Woods, P.C., founded in 1934, is one of the oldest law firms in the state of Colorado. The firm provides a broad range of legal services for financial institutions, businesses and individuals in virtually all areas of business law. The firm has a broad and significant banking and financial institution practice including regulatory compliance, bank chartering and acquisitions, employment issues, loan, receivership, litigation and other services required by financial institutions.

First Trust Portfolios LP

Service Category: Full Affiliate List, Correspondent Services
Phone: 630.765.8302
Fax: 630.517.7323
Website: http://www.FTInvestmentbanking.com
Contact: Thomas Myhre
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Fortner, Bayens, Levkulich & Garrison, P.C.

Service Category: Full Affiliate List, Accounting, Audit, Tax Consulting
Phone: 303.296.6033
Fax: 303.296.8553
Website: http://www.fbl-cpa.com
Contact: Rocky Levkulich
We provide service to over 150 banks in the western United States. Services include director's examinations, opinion audits, internal control evaluations, compliance reviews, income tax planning and preparations, loan reviews, profit enhancement studies, budgeting, data processing reviews, mergers and acquisition structuring and bank holding company forecasts. We are committed to providing timely, professional services for a reasonable fee.

FORTRUST

Service Category: Full Affiliate List, Data Processing, Technology Management
Phone: 303.607.6060
Fax: 720.264.2020
Website: http:///www.fortrustdatacenter.com
Contact: Josh Jones
FORTRUST is a world-class high-availability data center services provider, progressively designed and precisely managed to preserve business continuity for its clients. FORTRUST's premier offereings include adaptable colocation space for any-size enterprise supported by optimal power infrastructure, connectivity and physical security as well as a comprehensive suite of managed services to safeguard mission-critical business services. Leading companies choose FORTRUST to gain a trusted partner who will preserve and protect their data as well as serve as an essential extension of their operations. Established in 2000, FORTRUST is privately held and based in Denver.

FTN Financial

Service Category: Full Affiliate List, Correspondent Services
Phone: 800.916.7988
Fax: 901.537.7707
Website: http://www.ftnfinancial.com
Contact: Christie Johnston
FTN Financial is an industry leader in fixed income sales, trading and strategies for institutional clients in the U.S. and abroad. FTN Financial also provides equity research, correspondent services and formulates strategic client alliances.

Hamilton Pacific

Service Category: Full Affiliate List, Technology Management
Phone: 877.497.6614
Fax: 800.497.0019
Website: http://www.hamiltonpacific.com
Contact: Tom Benson
Hamilton Pacific (a division or Securitas Security Systems USA) is a 30 year old company that specializes in designing, providing, and installing high quality, highly effective security management systems to meet all or your banking security needs and concerns. We can also service your new or existing security devices. Our expertise includes alarms, video, access, as well as physical security.

Intrasweep, LLC

Service Category: Full Affiliate List, Asset/Risk Management
Phone: 320.387.2422
Fax: 212.401.5955
Website: http://www.intrasweep.com
Contact: Kevin May
Intrasweep LLC is an innovative bank servicing company dedicated to supporting the deposit and liquidity needs of banks and their commercial clients. Intrasweep On-Balance-Sheet Sweep is the only core deposit solution to provide interest-bearing accounts for commercial clients and improve bank balance sheet liquidity.

ISU Services of Colorado, Inc.

Service Category: Full Affiliate List, Insurance Products & Services
Phone: 303-534-2133
Fax: 303-892-5579
Website: http://www.isuinsurance.com
Contact: Pam Adams
ISU Insurance is a 127 year-old full service insurance agency and brokerage firm offering Medical, Dental, Life, Property & Casualty, Workers’ Compensation, and Personal Home & Auto Insurance. We serve the banking industry by providing the following bank specific coverages: Financial Institution Bond, Directors & Officers Liability, Employment Practices Liability, Kidnap & Ransom, Bankers Professional Liability, Mortgage Impairment Insurance and Excess Deposit Insurance. Our insurance carriers that specialize in coverage for banks include: BancInsure, Chubb, Cincinnati, Hartford, Lexington, Liberty, Progressive, Travelers, and Zurich.

John M. Floyd & Associates

Service Category: Full Affiliate List, Consulting Services
Phone: 877.721.2055
Fax: 336.458.9417
Website: http://www.jmfa.com
Contact: Michelle Fox
JMFA is a profitability improvement consulting firm serving more than 2,000 financial institutions. JMFA is also recognized for overdraft privilege, training, account acquisition, executive placement and earnings enhancement programs, as well as product pricing and technology improvement consulting. Our programs have helped thousands of clients dramatically improve their bottom line.

Jones & Keller, PC.

Service Category: Full Affiliate List, Law Firms
Phone: 303.376.8402
Fax: 303.376.8439
Website: http://www.joneskeller.com
Contact: Ernie Panasci
Our attorneys have extensive experience in serving as general counsel for commercial banks and thrifts. In this capacity, the firm's attorneys advise clients with respect to highly complex transactions such as private placements of debt and equity securities, public offerings, mergers and acquisitions, holding company reorganizations, de novo bank charters, regulatory applications, loan documentation, and new products and services. Jones & Keller attorneys have also assisted clients in finding bank merger candidates, and we have assisted with merger negotiations, acting as lead counsel in such transactions and rendering advice related to federal and state securities laws.

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