Advisory Board
Great companies don’t become great in isolation. They gather wisdom from leaders they respect and trust. Innovest’s advisory board consists of professionals from various business disciplines who have knowledge and integrity that benefits Innovest.
Current National Advisory Board
Walt Coughlin, Colorado Financial Services Corp., Executive Vice President
David A. Jones, Lockton Companies, Partner & Executive Director
Kent McSparran, Trinidad Benham, Former CEO
John Meyer, University of Notre Dame - Law School, Church Properties Initiative, Executive Director
John Schlageter, JKT Group, Founding Partner
Stan Sluder, Benedictine College, Executive Vice President
Current Local Advisory Board
Kerry Yamaguchi, Boulder Fire & Police Money Purchase Pension Plan, Executive Committee President
Chris Blees, BiggsKofford CPAs, Founder & CEO
Will Kerns, Eide Bailly LLP, Colorado Market Leader
Graydon Bevis, Pella Windows & Doors - Colorado, Owner (Retired)
Ron Law, Lion Rock, Principal
Alumni
Michael Liebelson, MSL Energy LLC, Former President
Andy Limes, SDR Ventures, Founder & Principal
Harold R. Logan, Jr., Former CFO, TransMontaigne Resources, Trustee
Royal Lovell, Flood & Peterson Insurance, Chairman & CEO
Steve Markel, Families of Character, Founder & CEO
Steven Marken, Trustee Services Group, Founding Principal
Kent McSparran, Trinidad Benham, Former CEO
Maria R. Montoya, Kundinger, Corder and Montoya, P.C., Managing Director
Jane Norton, Former Lt. Governor of Colorado
Kathleen Odle, Sherman and Howard, Partner
Dean Pisciotta, Red Arrow Capital, Inc., President
Ksenia Popke, Eide Bailly LLP, Partner
Kevin Quinn, Heartland Financial USA, Executive Vice President
Norton Rainey III, Alliance for Choice in Education, President & CEO
Greg Ring, Philanthropy Architects, Co-Founder
Richard Rinehart, Grant Partners, Founder
Craig Saeman, Catholic Charities, Chief Development Officer
Nathan Salsbery, CapinCrouse, Partner & Executive Vice President
Leslie Schaus, Wipfli LLP, Partner
Steve Schenbeck, PlanteMoran, Partner
Jeff Schmitz, Citywide Banks, Executive Vice President
Marty Schmitz, Citywide Banks, Chairman
Rick Schmitz, SKS Ventures, LLC, Partner
Ryan Sells, Plante Moran, Partner
Kevin Selzer, Holland & Hart, Partner
Rebecca Shipley, Hays Companies, SVP & Total Rewards Practice Leader
Masoud Shirazi, Shirazi Benefits LLC, Principal
Sheldon Smith, Bryan Cave LLP, Former Partner
A.J. Steger, EKS&H, Former Partner
Michael Stiff, Baker & Hostetler LLP, Managing Partner
Larry Strutton, Rocky Mountain News, Former CEO
Bridget Sullivan, Sherman & Howard, Member
Mark Sunderhuse, Primark Capital, Managing Director
Ray Sutton, Baker & Hostetler, Former Managing Partner
Ed Turner, Charles Schwab, Former Managing Director
Michael Van Gilder, Triumph Capital Group, Managing Director
Bonnie Vivian, Denver Biomedical, Inc., Former CEO
Brian Wagner, Independent Trustee Services, Founder
Jason Wagner, CBIZ MHM LLC, Managing Director
Bob Warren, Gorsuch Kirgis, Former Partner
Jeff Watkins, Plante Moran, Partner
Travis Webb, BKD, Managing Partner
Karen Winkelman, Innovest Family Office, CEO & Founder
Jon Zeschin, Founders Funds, Former CEO
John Zimmerman, Ascent Private Capital Management, President
Tucker Hart Adams, The Adams Group, Inc., President
Kevin Ahern, Brush Creek Partners, Managing Partner
Laurie Anderson, Kundinger, Corder and Montoya, P.C., Partner
Mike Anderson, Environmental Materials LLC, Former CEO
William Armstrong, Cherry Creek Mortgage, Former CEO
Rob Attai, Partner, Brownstein Hyatt Farber Schreck, Attorney
Greg Baldwin, Golden Thread Investments LLC, Founder
Sarah Bhagwandin, Bryan Cave Leighton Paisner, Counsel
Timothy Belber, The Alchemia Group, Principal
Chris Bouck, SDR Ventures, Principal
Timothy Bradley, Strategem, Director
Brian Callahan, Eide Bailly LLP, Managing Partner
Bob Collins, Cobe Labs, Former CEO
Jason Cooper, The Iris Companies, CFO
Steve Corder, Kundinger, Corder and Montoya, P.C., President
Walt Coughlin, Colorado Financial Services Corp., Executive Vice President
Dave Davia, Colorado Association of Mechanical & Plumbing Contractors, EVP & CEO
Phil Doty, Plante Moran, Partner
Bill Ehmer, Colorado Window Systems Inc., Executive Vice President
Dennis Engel, Icon Funds, Former COO
Tom Flanagan, Citywide Banks, Division President
Brian Frantz, Intrepid Potash, Chief Accounting Officer
Travis Gillmore, Phelps-Tointon, Inc., President
Ret. Lt. General Mike Gould, USAFA Endowment, Inc., President & CEO
Randy Hammond, Advent Capital, Managing Partner
Bill Hanzlik, Gold Crown Foundation, Co-Founder & CEO
John Harpole, Mercator Energy, President
Stacey Hekkert, Anton Collins and Mitchell, Managing Partner
Warren Henson, Peakview Partners, Partner
Tom Heule, Denargo Capital, LLC, Partner
Gloria Higgins, Wealth Touch, CEO
Ann Hinkins, Plante Moran, Retired Partner
Melissa Hooley, Anton Collins and Mitchell, Partner
Bob Hottman, EKS&H, Former Managing Partner
David Hunter, Financial Designs Ltd., President
Scott Grimm, BDO, Tax Office Managing Partner
Peggy Jennings, Eide Bailly, Retired Partner
Bob Jocelyn, Jocelyn Pension Consulting, Founder
Bill Keefe, Plante Moran, Partner
Richard Kelley, Outrigger Hotels, Chairman
Ann Koenigsman, Stockman Kast Ryan + Co, Tax Partner
Kelly Kozeliski, Plante Moran, Partner
Steve Kris, Conundrum Capital LLC, Principal
Chris Kuetemeyer, AmPhil, Partner & CEO
Bud Laber, The Catholic Foundation, Former CEO
Ronald Law, MD, Law Family Office, Managing Partner