Bailey Professional Services Directory

DIRECTORY Members, Sponsors & Professional Services 2023

ABOUT US

THE BAILEY PROGRAM FOR FAMILY ENTERPRISE

This resource hub for family businesses and family offices provides learning and connection with others dedicated to sustainable growth and multigenerational success.

Workshops, certificates and roundtable networking events support families as they build, grow, transition, sustain and innovate. Expert faculty teach a leading-edge multidisciplinary approach to the 10 Domains of Family Wealth (financial and relational), providing tools to navigate complex dynamics and thrive together. You can expect to learn about values and communication, governance, succession planning, investment management, philanthropy and other important topics.

Established in 2019 thanks to the generous gift from the Paul T. Bailey estate, the program is housed in the Daniels College of Business at the University of Denver, and is the first comprehensive family business program in the Colorado region.

BOARD OF ADVISORS

BOARD OF ADVISORS 2023

Colleen Carney Courtney Carney Family Office

Michelle Clements Synergy Trust

Katherine Gessner MCTV

Brandon Johnson Johnson Financial Group

Marty Katz University of Denver

Kristin Keffeler Illumination 360

Taylor Kirkpatrick Babson Farms, Inc.

Polly Lestikow Closet Factory

Mark Lestikow Closet Factory

Taylor Merritt Merritt Aluminum Products Company

Jordan Schultz

The Erie County Investment Company

Richa Singh Family Business Consulting Group

Sarah Treadway Stout Street Hospitality

SPONSORS

ONE TRUSTED RELATIONSHIP TO MANAGE A LIFETIME OF ASSETS

Moneta Trust ensures that the long hours we have worked with you to clarify your goals are carried through when it matters most. Our wholistic relationship with you positions us best to execute your wealth transfer plan. We not only fully understand your vision, but we also have the resources to assist with the other necessary tasks in transferring wealth that can seem particularly daunting during times of transition.

We added this service for our clients to meet the expected demand of the large transfer of wealth over the next 25 years. Moneta Trust launched in May of 2021 in our Mission Woods, KS office with services now available to all our clients nationwide.

FIDUCIARY ESTATE MANAGEMENT

© 2021, Moneta Trust. Moneta Trust is chartered pursuant to Kansas statutes as a non-depository retail trust company and regulated by the Kansas Office of State Bank Commissioner. Moneta Trust is a wholly owned subsidiary of Moneta Holding Corp. which itself is a wholly owned subsidiary of Moneta Group, LLC. All rights reserved. Advisory services are offered through Moneta Trust’s registered investment advisor affiliate Moneta Group Investment Advisors, LLC, a wholly owned subsidiary of Moneta Group, LLC.

MEMBERS

FOUNDING MEMBERS 2023

Babson Farms, Inc.

Taylor Kirkpatrick, Founder

Binkerhoff Holdings

Mark Binkerhoff, Director of Operations

Carney Family Office

Colleen Carney Courtney, President

Central Bag and Burlap Company

Aver Zussman, Board Chairman

Closet Factory

Doug Lestikow, CEO

Mark Lestikow, Founder

Compass Health Systems Group

Scott Segal, President & CEO

The Erie County Investment Company

Jordan Schultz, Chief Operating Officer

Fisher Properties

Brannon Fisher

Footers Catering at Social Capitol

Anthony and April Lambatos

Higgins Family Foundation

Kendall Higgins

Illumination 360

Kristin Keffeler, Founder & Principal

Impact Energy LLC

Grant Raney, Co-Founder

Johnson Financial Group

Brandon Johnson, Principal & CEO

MCTV

Katherine Gessner, President

Merritt Aluminum Products Company

Taylor Merritt, Chairman & CEO

NAI Affinity | Affinity Partners LLC

Jake Hallauer, President

Brecken Schaefer, Project Manager & Real Estate Analyst

Ryan Schaefer, CEO

Peyote Bird

Mark Alexander, Founder

Martha Alexander

Polidori Sausage

Steven Polidori, Owner

Melodie Polidori Harris, Chief Sausage Officer

William Polidori Harris, Purchasing Manager

Stout Street Capital

Clay Gordon, Managing Partner

Stout Street Hospitality

Sarah Treadway, Co-CEO & President

Synergy Trust

Michelle Clements

The Brinkerhoff Company

Mark Brinkerhoff

The Thermo Companies

Hammel Monroe

Trees Family Office

Rhett Trees, Founder & Managing Partner

Wagner Equipment Co

Bruce Wagner, President & CEO

Wolf Family Office

David Wolf, President

PROFESSIONAL SERVICE PROVIDERS

WEALTH ADVISORS

PROFESSIONAL SERVICE PROVIDERS

Nilsine Partners

nilsinepartners.com

Aaron Seeman Chief of Philanthropic & Trust Services | Partner aaronseeman@nilsinepartners.com

Dan Weeks, CFP®, CFBA, CFWA Senior Advisor | Managing Director danweeks@nilsinepartners.com

The Nilsine team brings our expertise in goals-based financial planning, disciplined investment management, efficient banking and lending solutions, differentiated family office services to create opportunities for you to do more with your wealth, by focusing on what matters most to you. As your trusted financial advisor, you can rely on us for our integrity and loyalty. We will advocate for your best interests.

Moneta Group

monetagroup.com

Lynn Dunston, CFP®, EA, AEP®, CAP®, MDiv, ThM Partner ldunston@monetagroup.com

We are fee-only financial advisors for individuals, families and organizations across the U.S. We empower clients in all stages of life from young, high earners busy accumulating wealth to retirees and everything in between. Moneta® financial advisors are fiduciaries and highly credentialed, helping clients plan for the future they imagine and how to fund it. We are a 100% Partner-owned registered investment advisor (RIA), beholden only to our clients, not investors.

PROFESSIONAL SERVICE PROVIDERS

GOVERNANCE & CONTINUITY

Positively People

positivelypeople.com

Jean Meek-Koch, PhD. CEO/Founder

jeanmeekskoch@positivelypeople.com

Bernadette Watowich-Stead Senior Consultant bernadette@positivelypeople.com

Whether you are a multi-generational family business challenged with succession planning and personality dynamics, or a corporation implementing strategy, we all have the same need: People pulling in the same direction, committed to the same vision, mission, values, and goals. Positively People believes in the potential of people. We harness a portfolio of assessments, development techniques, team building exercises and more to bring out the best.

LEGAL CONSULTANTS

Kara Chrobak, Attorney

Kchrobak@shermanhoward.com

Sherman & Howard, LL

Kara Chrobak, a family law attorney, counsels high-net-worth and ultra-high-net-worth clients in complex family law matters. She specializes in cases involving sophisticated financial disputes, trusts, and business valuations. She also has experience drafting and litigating the enforceability of marital agreements. Kara utilizes the skills she learned as a commercial litigator at an international law firm to advise her clients on various business-related family law issues..

FINANCE

PROFESSIONAL SERVICE PROVIDERS

Level10 CFO

level10cfo.com

Zack De Lisa CFO Advisor & Partner

zack.delisa@level10cfo.com

Level10 CFO is a new spin on outsourced CFO advisory and accounting services. We think strategically, speak truth and aren’t afraid to challenge the status quo. We are trusted partners committed to helping you make your business better. You’ll benefit from Level10 CFO’s advisory-led, tech forward approach whether you’re looking for bookkeeping services or a CFO professional.