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Our Network Partners

Peter Smith

Smith + Malek

Owner, Attorney | Coeur d'Alene, ID

Peter J. Smith IV is an Idaho licensed attorney. One of his areas of emphasis is business mergers and acquisitions. In this area, Peter has assisted his clients in two kinds of transactions: assets purchase and stock purchase. Peter has represented both buyers and sellers. The type of businesses that Peter has worked with vary from manufacturing companies, retail stores, and service businesses.

Peter is a founding member of Smith + Malek, PLLC. His practice involves both transactions and litigation. Peter has argued cases in both state and federal courts, including the Idaho Supreme Court and the Ninth Circuit Court of Appeals.

Peter was born and raised in Sandpoint, Idaho. He went to college at Walla Walla University in College Place, Washington and graduated with a degree in International Business in 2001. He attended Pepperdine University School of Law in Malibu, California.

Peter graduated law school in May of 2004. In August of 2004, he got a job at Lukins & Annis, P.S. in Coeur d'Alene where he worked for the first 10 1/2 years of his career. He is a founding member of Smith + Malek.

Peter was awarded the Denise O’ Donnell Day Pro Bono Award in 2009 for his work on a custody case. In addition, he was selected as the "People's Choice for Best Attorney in North Idaho" in 2012.

He served as the President of the First District Bar Association and the Post Falls Rotary Club. In addition, he currently serves on the North Idaho Centennial Trail Foundation and the North Idaho College Foundation Boards of Directors.

Peter is married to Anna. They have three kids - Bella (9), Olivia (6) and Jagger (9 months). Peter likes to ski anywhere there is snow, ride his bike around Lake Coeur d'Alene, and sip any variety of wine.

During college, Peter spent 9 months teaching 7-9th grades in Monteverde, Costa Rica. While there, he learned to speak Spanish but now needs a lot of practice.

Barry Bounds

KW Commercial Real Estate, LLC

Managing Broker | Highland Ranch, CO

Barry Bounds is a CCIM (Certified Commercial Investment Member) and active in the local chapter. He has been active in the commercial real estate market for over 35 years, and after retiring from IBM in 2009, he decided to focus full time on his passion of Commercial Real Estate. He leads and provides mentoring for many commercial real estate associates and has received many referrals from residential brokers with Keller Williams as well as from brokers in other Colorado real estate firms that focus on residential sales. Barry has over $10,000,000 in commercial real estate sales and has leased over 100,000 square feet of industrial, retail, and office space in the past five years.

Barry has extensive experience in farming, restaurant startups, real estate development, business consulting, investing, and property management. He was an investment banker in the 1970s and 1980s as well as a small business entrepreneur.

Bob Boesiger

Attorney | ,

Bob Boesiger has an extensive list of legal accomplishments in the areas of estate planning and wealth transfers, corporate law, mergers and acquisitions, minority business enterprises, private capital, and taxation.

Prior to setting up his shingle in Birmingham and Grosse Pointe, Bob held positions as the Director of Wealth Planning at a private investment advisory firm with large regional banking institutions. As an attorney with Dickinson Wright, Bob successfully advised prominent businesses as their outsourced general counsel and families with their estate and wealth transfer planning during his 10-year career with the firm. He has also practiced as a Certified Public Accountant (CPA) with Plante & Moran, advising individuals and closely-held businesses.

Bob works with numerous non-profit institutions (hospitals, schools, universities, religious organizations) on the implementation of planned giving strategies and the design of endowment building programs. With this unique experience, he is able to assist potential donors in areas that include charitable giving and tax strategies, inter-generational wealth transfers, transfers of business interests, and corporate cost reduction strategies.

Bob received his Bachelor of Arts in Accounting from Michigan State University, his Juris Doctorate from the University of Detroit School of Law, and his LL.M.-Taxation from Wayne State University Law School.

Brad Crumpecker

KW Commercial Real Estate, LLC

Commercial Real Estate Broker | Dallas, TX

Brad Crumpecker is a commercial real estate broker involved in buyer and tenant representation, investment acquisition and sales, and real estate advisory (consulting) services. Along with transactional brokerage activities, he works with clients on site selection, market analysis and a variety of other real estate and business-related issues. He holds the CCIM designation, which fewer than 6% of commercial real estate professionals achieve. He has an MBA from SMU and is a licensed CPA. He currently teaches “Real Estate Market Analysis and Commercial Investment” in the graduate program at the University of Texas at Dallas (UTD) Jindal School of Management and has taught finance at the Cox School of Business at Southern Methodist University.

Mr. Crumpecker's background includes writing, speaking, teaching and extensive financial and marketing analysis and modeling for a variety of disciplines. He served as the 2014 president of the North Texas CCIM chapter and is active in North Texas Commercial Association of Realtors and Real Estate Professionals (NTCAR).

Brian Norton

KW Commercial Real Estate, LLC

Director, Office Properties | Portland, OR

Brian Norton serves the commercial real estate needs of both business professionals and healthcare practitioners. He understands that while they have various office and clinic needs, they are challenged by having enough time to properly understand the details involved in a complex real estate transaction. Easy-going and approachable, Brian is innately talented in listening to his clients’ needs and looking for areas to save them time and money by speaking their language and looking at opportunities from their perspective, he’s able to present the best alternatives to help them find the real estate solution that meets or exceeds both their needs and business needs.

A business class assignment at Pepperdine University allowed Brian to gain firsthand experience in the downtown Los Angeles office of Cushman & Wakefield. He was inspired with this opportunity and ventured into his commercial real estate career. A decade later and further defining his niche in working with healthcare practitioners to maximize their resources, his reputation and track record speak for itself: leasing and selling over 2,000,000 square feet of office and medical space valued in excess of $180,000,000. Whether he’s out working with healthcare professionals or speaking at events, Brian shares his experience navigating both healthcare and real estate—two of today’s most challenging climates.

Bruce Johnson

Polsinelli Law Firm

Attorney | Denver, CO

Bruce Johnson assists clients with a strategic, forward-thinking and pragmatic approach. He brings more than 25 years of legal and management consulting experience to his health care organization clients. Bruce assists hospitals, medical groups, academic practice plans and other health care enterprises in crafting effective relationships to promote business objectives while taking into account strategic, compensation, business operations, compliance, and other issues in today’s changing payment and delivery environments.

Bruce Larsen

America's Retirement Store

Senior Financial Consultant ARS | Greenwood Village, CO

With nearly two decades of experience in the financial services industry, Bruce Larsen has the expertise to provide a comprehensive analysis of each client’s retirement picture, with a particular strength in the area of the ever-changing tax issues surrounding retirement strategies. Bruce’s relaxed style, his responsiveness, and his careful monitoring and timely adjustments to his clients’ retirement plans won him the honor as one of the “Top Wealth Managers in Denver” by 5280 Magazine in 2013 and 2014.

Bruce is a featured speaker at America’s Retirement Store workshops and even provides continuing education to tax preparers. He is the “go to” guy in the office for federal benefits issues, pension analysis, and special needs planning for disabled adults and children.

A 1988 University of Wyoming graduate with an accounting degree, Bruce grew up on a Wyoming ranch and is proud of his many ranching experiences. He lives with his wife, Cindy, and their two children, Ginny and Charlie.

Chris Harrison

Magnuson, McHugh & Company, P.A.

CPA | Coeur d'Alene, ID

Chris Harrison graduated from Washington State University in 2003 and joined Magnuson, McHugh & Company shortly after. His areas of focus are planning effective tax strategies for our clients, business valuation work and management consulting. Chris is married, and you will usually catch them biking or running around town with their children. Outside of work and family, Chris enjoys being actively involved in the community through serving on the boards of Dirne Health Center and the North Idaho Centennial Trail Foundation. He was a founding member of the Kootenai County Young Professionals and has served on several other boards and community groups. -

Cory Davern

America's Retirement Store

Executive Vice President | Denver, CO

Cory joined America’s Retirement Store in April 2012, where he holds the position of Executive Vice President. Cory began his financial services career in 1997 with Primerica, moving to another nationally recognized firm, VALIC, in 1999 where he worked his way up to District Manager in 2005. At VALIC, he headed-up the Colorado/Wyoming District headquartered in Lakewood, Colorado until April, 2012, when he joined America’s Retirement Store. Cory brings with him a wealth of knowledge and experience in the areas of financial planning and employer-sponsored retirement plans.

His roots are deep in Midwest values, having attended the University of Minnesota-Duluth and the University of Wisconsin-Superior where he completed his Bachelor of Science degree, graduating with honors in 1996. His studies focused on English, English Literature, Education, and Coaching.

Discipline and organizational abilities were enhanced while he served in the United States Air Force with the Minnesota Air National Guard from 1990 to 1999. During his service, Cory was recognized for various awards including Airman of the Year for the State of Minnesota in 1996. In addition to the many community-based efforts which the Air National Guard supports in times of both crisis and peace, Cory’s service extended to several deployments supporting of the “War on Drugs” in the country of Panama.

Dan Bowdey

FocalPoint Business Coaching And Training

Certified Business Coach & Corporate Trainer | Boulder, CO

Dan is a business improvement specialist and mentor with a passion for equipping business owners, executives, and their teams with the tools to attain high levels of performance, thereby achieving their personal and business goals in less time than they thought possible. He gets results toward his clients’ goals by leveraging three key assets: their unique vision and industry expertise, Dan’s 30+year experience growing businesses (as executive, owner, board director), and FocalPoint’s program of advanced systems, strategies, business principles, and tactics.

An industrial engineer/MBA, Dan has worked in New York and Colorado for fortune 500 to small businesses in the manufacturing, distribution, construction, oil & gas, retail, and service industries. He is a Certified Business Coach and Corporate Trainer for FocalPoint International of Colorado and is active in the Boulder Chamber of Commerce, Toastmasters, Society of Manufacturing Engineers, and Colorado Trusted Advisors.

David Neault

KW Commercial Real Estate, LLC

Managing Director, CCIM | Norco, CA

KW Commercial -Inland Empire handles the sales, leasing and acquisition of commercial real estate, This includes industrial, office,retail, investment, apartment and land transactions. He is the firms Managing Director and has extensive experience in working with owners, tenants and investors in fulfilling their commercial real estate needs. In the past 25 years he has successfully represented buyers and sellers, landlords and tenants, and investors in the acquisition and disposition of millions of square feet of commercial real estate.

Mr. Neault represents companies on a local, regional and national basis. Focusing on the "single point of contact" philosophy that ensures a consistent and efficient process for companies and investors to reach their real estate goals across a large geographic area while only having to deal with a single person.

Emily Bouchard

MSSW, Managing Partner | ,

Emily Bouchard is the managing partner of www.wealthlegacygroup.net where they specialize in the qualitative, emotional side of financial decision-making. Since 2004 she has facilitated over 130 family meetings, collaborating with advisory teams to serve the best interests of the client family. She trains advisors and coaches clients on how to keep a family unified and harmonious during and after a family business transition. Co-author of Estate Planning for the Blended Family, Emily has been featured as an expert by major media outlets including CNN, WSJ and NY Times. She presents keynotes and runs a collaborative mastermind group in San Francisco focusing on best practices in wealth transition planning. Emily received a B.A. in Child Development from the University of Pennsylvania, and earned her Masters in Social Work from the University of Texas at Arlington.

Erik Jensen

America's Retirement Store

Chief Development Officer and Senior Vice President | Greenwood Village, CO

Erik Jensen joined the firm in July 2014. Born and raised in Minnesota, Erik earned a BA in Education from the University of Minnesota in 1988 and spent twelve years teaching in the United States and Europe from elementary to college level.

He joined the financial services industry in 2000 and started working with individual clients in Boise, Idaho. Erik ultimately gained responsibility for 1,500 group retirement plans, 35,000 clients, 50 employees, and $2.2B of assets in Colorado, Nevada, Utah, and Wyoming. Most recently Erik was co-chair of the Colorado Public Plans Coalition Communications Committee and has been a regular speaker throughout the Western U.S. on topics such as Social Security, Investing for Women, Investment Basics, Financial Security, 403(b) Regulations, Fiduciary Responsibility, College Savings, Tax Planning, Insurance Planning, Estate Planning, and Retirement Plan Distributions.

Erin Brong

KW Commercial Real Estate, LLC

Broker | Portland, OR

Erin currently helps support the existing tenant representative portfolio and further expands our professional presence in the Portland commercial real estate market.

Prior to KW Commercial, Erin worked in commercial property management with NAI Norris, Beggs and Simpson and Doug Bean and Associates. Prior to that, Erin worked in Dallas, Texas as a paralegal focusing in corporate and real estate law. Erin graduated with honors from the University of Nevada-Reno with a degree in Speech Communication. Erin is active in tennis, triathlons and yoga.

Evan Kinne

Vice President | Los Angeles, CA

Evan Kinne has advised over 20 companies through Capital Formation processes and M&A transactions as Vice President at Watertower Group. Before Watertower Group, Evan was Director of Business Development at RadPad, a fast-growing LA technology startup focused on rental real estate, where he built out many strategic partnerships. Previously, Evan was an entrepreneur and founder of several technology startups. In his spare time Evan enjoys endurance mountain bike racing, snow skiing, and learning new things.

He holds an MBA from UCLA Anderson Graduate School of Management.

Gavin Mobraten

Mountain West Bank

VP, SBA Commercial Lender | Coeur d'Alene, ID

Gavin Mobraten is Vice President - SBA Commercial Lender with Mountain West Bank’s Small Business Administration Division in Coeur d’ Alene, ID. Gavin’s banking background includes more than 19 years of financial experience in the Greater Spokane, North Idaho, and Western Washington regions, with an emphasis on Commercial Real Estate, SBA Financing, and Residential Mortgages. Prior to joining Mountain West Bank, he worked at U.S. Bank for nine years in SBA and Commercial Real Estate Financing. He is involved with several community organizations including the Coeur d’ Alene Chamber of Commerce, Coeur d’ Alene Chamber Leadership Graduate 2011, Festival of Trees, and Habitat for Humanity. He is also a Risk Management Association Member, BNI Member – CDA Chapter, United Way Contributor, and a member of the Kootenai County Young Professionals group. He and his wife Piper have lived in the North Idaho area for over ten years and they have three Chihuahuas (Nacho, Diesel, and Kali) and one Calico cat (Kit-Kat).

James (Jim) Gillespie

KW Commercial Real Estate, LLC

Director/Broker | Portland, OR

James Gillespie has been a commercial real estate broker for 25 years. He's been approved by the IRS for valuating commercial properties given my education, accounting background and real estate experience. James has developed over 50 million dollars of mixed use properties and is a partner in a number of commercial real estate properties. He holds a degree in business with a major in finance and a minor in accounting from Lewis and Clark College in Portland, Oregon.

James Bright

Senior Loan Officer | Vancouver, WA

Jim is well-known in the lending community for his high energy, integrity and commitment. Jim joined NWBDA with several years experience in the SBA 504 Loan Program. Jim resides in Vancouver, Washington and serves the southwestern area of the State of Washington and the northern Oregon counties.

Kemper Rojas

Fruci & Associates, PS

Managing Principal and CPA | Spokane, WA

Kemper Rojas has been the Managing Principal at Fruci & Associates PS since 2008 and the Managing Member for MartinelliMick PLLC since 2012. She has used her strong background in technology to bring the firms to the leading edge of the public accounting industry and in addition to having her CPA, she holds the CITP (Certified Information Technology Professional) designation as well as the CFE (Certified Fraud Examiner) and the CGMA (Certified Global Management Accountant). She specializes in auditing (401k, IT, public company, & non-profit), litigation support, technology, and non-profit consulting.

Kemper performed a search for likely merger candidates and has successfully executed three acquisitions since 2010. Over the past five years, she has worked with 15 non-profits to either gain their IRS tax exempt status or worked to reinstate their status after automatic revocation by the IRS. She has experience working with public companies providing auditing and attestation services. Kemper joined Fruci & Associates in 2002 as a recent graduate from the University of Washington and after only five years was made partner.

Mark Phillips

Broker/Owner | Fair Oaks Ranch, San Antonio, TX

Mark is a real estate broker in Texas where he owns/operates a small, boutique real estate firm that specializes in offering sellers a flat fee commission model as opposed to a percentage based commission. Previously, Mark and his wife created a property management company where they started managing just two residential homes. In a short time, they were managing over 75 units. After a few years in business, Mark and his wife successfully sold their management company.

In addition to his real estate firm, Mark also owns a contract security company in San Antonio, Texas. His company services multiple clients to include apartment communities, student housing properties, hotels, Home Owner Associations, business parks and more.

Mark knows several business owners and is connected to entrepreneurs who have built successful companies/ventures.

Matt Kauffman

Owner | ,

Matt has performed and supervised valuations and consulting projects on a national and international basis for over 8 years. His areas of expertise are primarily machinery & equipment and/or personal property. However, he has broad experience in performing valuations and consulting projects for a variety of purposes, including the following: tax appeal, insurance, purchase price allocation, asset-based lending, eminent domain, donations, liquidations, bankruptcy, and various other purposes.

He is an accredited senior appraiser of the American Society of Appraisers. Mr. Kaufman earned a BA from Portland State University. He has taken additional courses on aircraft, marine survey and appraisal review, and management from the American Society of Appraisers and is finalizing certifications in those areas.

In addition to his valuation experience, Mr. Kaufman has experience as an expert witness testifying in the Oregon Court System regarding property tax matters and marital dissolution cases.

His valuation experience includes a wide range of industries including, but not limited to: pulp and paper, saw mills, molding plants, scrap metal facilities, specialty metalworking, paper and cardboard products, heavy machinery, equipment dealerships, auto dealerships, railroads, manufacturing facilities, rubber processing, breweries, food processing and distribution, retail and wholesale distribution, general manufacturing, and nightclubs.

Mr. Kaufman’s past professional experience includes American Licorice Company where he directed Electronic Commerce. Mr. Kaufman was a member of the Oregon Army National Guard for 9 years, from which he was honorably discharged. Mr. Kaufman is a member of Rotary International.

Nancy Lemas

Owner | Boise, ID

Nancy has closed over $300,000,000 in real estate transactions in her career throughout the Western United States. Recently, Nancy represented National Tenants across the United States in 20 different marketing encompassing 10 states. Nancy serves as a member of the National Executive Leadership Council, the governing body of KW Commercial and provides her knowledge and expertise nationally for KW Commercial. Additionally, she is a well-recognized speaker on a variety of women’s leadership topics. Nancy was recently featured by the Andrus Center for Public Policy as a panelist for “Transforming America: Women and Leadership in the 21st Century.”

She is the co-founder and past director of the women in Commercial Real Estate National Network (CREW), an international association that provides extensive networking for professional women involved in the commercial real estate industry which is comprised of over 9,000 members and 74 chapters across North America. She received Idaho’s Woman Entrepreneur of the Year Award and is an Idaho Entrepreneur Excellence Award winner.

As a community leader, Nancy is active in the Downtown Boise Rotary Club and is a past President. In addition, Nancy designed, and for the past 14 years, has facilitated an annual youth leadership conference for 16-18 year old students. Over 1,100 students from southern Idaho have graduated from the camp. She is also the co-founder of TIPPS Leadership Program, an immersive experiential program to ensure college students reach their full potential.

Nancy is thankful for her amazing and supportive husband of 32 years, Ernie, and her two talented daughters, Natalie and Nicole. In her free time, Nancy enjoys fly fishing, the outdoors and traveling.

Paul Bielec

CCIM | Coeur d'Alene, ID

Paul Bielec specializes in sales and leasing of land and buildings, tenant representation, small development, investment consulting, 1031 exchange. He has resided in the North Idaho and Eastern Washington market for 20 years, specializing in industrial, retail, and office markets. He belongs to the Coeur d'Alene Commercial Trader's Group as well as the Spokane Commercial Trader's Group.

Richard Yuvienco

Wells Fargo

Vice President/Senior Business Relationship Manager | Portland, OR

Richard has been with Wells Fargo since 2007 and currently has the primary responsibility for helping businesses succeed financially through credit, treasury and specialized solutions. He brings more than 20 years of banking experience in the areas of Private Banking and Business Banking. Richard earned a degree in Accounting from San Diego Mesa College. He has served as President of the Denver Public Schools Asian Advisory Board, member of the Colorado Humane Society Advisory Board, and has been appointed to several Denver City Boards and Commissions by Mayor Webb and Mayor Hickenlooper. In Oregon, he has served Habitat for Humanity,The Oregon Humane Society and Ronald McDonald House.

Rob Newman

Northwest Business Development Association

VP and Senior Business Development Officer | Spokane Valley, WA

Rob Newman is a seasoned commercial lender specializing in financing of small business CRE acquisition/construction and long term equipment purchases via the SBA 504 loan program in partnership with local financial institutions. This program provides up to 90 percent LTV financing with a low 20 year fixed rate. Rob attended the University of Colorado where he obtained a BS in Business Finance and received his MBA from Gonzaga University.

Robert Hatch

Hatch Ray Olsen Sandberg LLC

Attorney | Denver, CO

Since 1987 Robert has engaged in the practice of real estate and lending law. He is a founding member of Hatch Ray Olsen Sandberg LLC, a law firm located in downtown Denver. Robert has earned a perfect “5-out-of-5′′ peer review score with Martindale, giving him their preeminent “AV” rating.

He has frequently been called upon as an expert in real property law and finance. His practice involves both transactions and litigation. The transactions include all aspects of commercial real estate, including the negotiation and drafting of sophisticated contracts for the acquisition and sale of all types of property, leases for offices, shopping centers and industrial properties, brokerage listing agreements, easements, covenants, loan documents, construction contracts, development agreements, and licenses.

His lending practice is nationwide, involving the financing of commercial properties from coast-to-coast. His litigation practice also focuses on property and lending, such as landlord-tenant disputes, foreclosures, quiet title disputes, boundary litigation, and creditor’s rights in bankruptcy. He has tried cases in state and federal court as well as arbitrated. He has also mediated hundreds of cases both as legal counsel and as a mediator. He is an arbitrator with American Arbitration Association and an adjunct professor at Colorado Christian University.

Prior to and during law school, Robert was a corporate pilot, earning his airline transport pilot certification. He still flies today, using his own aircraft. Robert and his wife Dianna live west of Golden and have four children.

Ryan Thurber

Polsinelli Law Firm

Attorney | Denver, CO

Ryan Thurber brings a lifelong passion for healthcare to his work for clients at Polsinelli. Prior to joining Polsinelli, Ryan spent time working in human resources and the legal department of a major hospital system. In those roles, he worked to resolve a number of issues unique to healthcare, including the Stark law, Anti-Kickback Statute, HIPAA, and hospital/physician contracts. This experience gives him a deep understanding of the legal issues facing healthcare providers. Ryan’s practice focuses on helping healthcare providers solve their legal challenges so they can continue to provide their patients with the very best care. He works with clients to navigate complex transactional matters and regulatory issues.

Schuyler Williamson

KW Commercial Real Estate, LLC

National Director | Austin, TX

"You can't be a 3 - 5 player" is how Schuyler approaches all tasks. The saying he and his father coined when he was a boy is what makes Schuyler Williamson a great leader for the commercial division of Keller Williams Realty.

From a young age, Schuyler learned practice makes perfect – if you spend enough time training yourself appropriately, there is no ceiling for achievement. And his dedication to "working while others are resting" has landed him a stint as a Detroit Tiger, an illustrious career in the military and a lucrative investment portfolio in real estate.

It's this same stamina that Schuyler brings to growing the commercial division of Keller Williams, which is 100 percent in line with what makes KW on a whole successful – profitability and a competitive edge. Moving backward is not a phrase in our vocabulary. In the rare occasions that Schuyler does rest, you're likely to find him enjoying time with his daughter and wife, barbecuing, working out, or hunting and fishing.