OFFICIAL PUBLICATION OF THE UTAH BANKERS ASSOCIATION

Pub. 10 2022 Issue 2

UBA-associate-members-feature-image

UBA Associate Members

ABA Insurance Services, Inc.

3401 Tuttle Rd., Ste. 300
Shaker Heights, OH 44122
Mike Read
(800) 274-5222
mread@abais.com
www.abais.com

Abrigo

5444 Wade Park Blvd., Ste. 400
Raleigh, NC 27607
Candace Sundahl
(512) 279-5797
candace.sundahl@abrigo.com
www.abrigo.com

B:Side Capital

3350 Brighton Blvd., Ste. 135
Golden, CO 80401
Lauren Kloock
(303) 657-0010
lkloock@bside.org
www.bsidecapital.org

Backbase USA, Inc.

10 10th St. NE
Atlanta, GA 30309
Jacqueline Hickman
(208) 800-2871
jacqueline@backbase.com
www.backbase.com

BancAlliance

4445 Willard Ave., Ste. 1100
Chevy Chase, MD 20815
Larry Rowley
(301) 232-5423
bhart@alliancepartners.com
www.bancalliance.com

Bank Marketing Center

95 Old Stratton Chase
Atlanta, GA 30328
Neal Reynolds
(678) 528-6688
(301) 232-5423
nreynolds@bankmarketingcenter.com
www.bankmarketingcenter.com

Bankers’ Bank of the West

1099 18th St., Ste. 2700
Denver, CO 80202
Karen Maydick
(303) 291-3700
kmaydick@bbwest.com
www.bbwest.com

BankTalentHQ

3201 W. White Oaks Dr., Ste. 400
Springfield, IL 62704
www.banktalenthq.com

Bell Bank

2435 S. Honeysuckle Cir.
Mesa, AZ 85209
Tracy Peterson
(480) 339-8533
tpeterson@bell.bank
bell.bank

BHG Financial

10234 W. State Rd. 84
Davie, FL 33324
Meaghan Kincaid
(866) 297-4664
mkincaid@bhg-inc.com
bhgfinancial.com

BMA

2151 S. 3600 W.
West Valley City, UT 84119
Kevin Jones
(801) 887-0122
kevin.jones@bmabankingsystems.com
bmabankingsystems.com

Cherrywood Enterprises, LLC

6901 Okeechobee Blvd., # D5-l2
West Palm Beach, FL 33411
Craig M. Geisler
(561) 508-7650
cgeisler@cherrywoodenterprises.com
cherrywoodenterprises.com

Clear Core, LLC

9040 S. Rita Rd., Ste. 1270
Tucson, AZ 85747
Buck Strasser
(520) 413-5200
buck@clearcore.us
www.clearcore.info

Compliance Alliance, Inc.

203 W. 10th St.
Austin, TX 78701
Scott Daugherty
(888) 353-3933
scott@compliancealliance.com
compliancealliance.com

Compliance Services Group

2405 Evergreen Park Dr. SW, Ste. B4
Olympia, WA 98502
John Bley
(360) 943-7137
john.bley@complianceservicesgroup.com
complianceservicesgroup.com

CrossCheck Compliance

810 W. Washington Blvd.
Chicago, IL 60607
Liza Warner
(312) 346-4600
lwarner@crosscheckcompliance.com
crosscheckcompliance.com

D.A. Davidson & Co.

8 Third St. N.
Great Falls, MT 59401
Tom Hayes
(406) 268-3084
thayes@dadco.com
davidsoncompanies.com

Discover Debit

1301 McKinney St., Ste. 2500
Houston, TX 77010
Mark Froemke
(605) 336-3409
markfroemke@discover.com
www.pulsenetwork.com

Dorsey & Whitney, LLP

111 S. Main St., 21st Fl.
Salt Lake City, UT 84111
Steven Waterman
(801) 933-7365
waterman.steven@dorsey.com
www.dorsey.com

Eide Bailly, LLP

5929 Fashion Point Dr., Ste. 300
Ogden, UT 84403
Gary Smith
(888) 777-2015
gsmith@eidebailly.com
www.eidebailly.com

EVO Asset Consulting

114 S. 140 W.
Lindon, UT 84042
Madisyn Mower
(801) 953-8408
maddy@joinevo.com
www.joinevo.com

Executech

1314 W. 11400 S.
South Jordan, UT 84095
Lee Weech
(801) 253-4541
lee.weech@executech.com
www.executech.com

FBBS

1099 18th St., Ste. 2700
Denver, CO 80202
Duane Kerner
(720) 709-7613
dkerner@fbbsinc.com
firstbankersbanc.com

Federal Home Loan Bank of Des Moines

909 Locust St.
Des Moines, IA 50309
Zachary Bassett
(800) 544-3452
zbassett@fhlbdm.com
www.fhlbdm.com

FinPro, Inc.

158 Rte. 206
Gladstone, NJ 07934
Scott Polakoff
(908) 234-9398
spolakoff@finpro.us
www.finpro.us

FORVIS

510 S. 200 W., Ste. 200
Salt Lake City, UT 84101
Bud Hollenkamp
(303) 861-4545
bud.hollenkamp@forvis.com
www.forvis.com

FPS GOLD

1525 W. 820 N.
Provo, UT 84601
Matt DeVisser
(801) 429-2126
mattd@fps-gold.com
www.fps-gold.com

GPS Capital Markets, Inc.

10813 S. River Front Pkwy., Ste. 400
South Jordan, UT 84095
Randal Roberts
(801) 984-1080
rroberts@gpsfx.com
www.gpsfx.com

Holland & Hart, LLP

222 S. Main St., Ste 2200
Salt Lake City, UT 84101
Timothy Crisp
(801) 799-5800
TSCrisp@hollandhart.com
www.hollandhart.com

IntraFi Network

1300 17th St. N., Ste. 1800
Arlington, VA 22209
Bryan Harper
(703) 292-3462
bharper@intrafi.com
www.intrafi.com

Kadince, Inc.

2485 Grant Ave., Ste. 300
Ogden, UT 84401
Casey Elliott
(385) 350-2826
casey@kadince.com
www.kadince.com

KeyState Captive Management, LLC

PO Box 50102
Henderson, NV 89016
Brian Amend
(702) 598-3738
bamend@key-state.com
www.key-state.com

Kirton McConkie

50 E. S. Temple, Ste. 400
Salt Lake City, UT 84111
Gary Winger
(801) 328-3600
gwinger@kmclaw.com
www.kmclaw.com

LERETA, LLC

1123 Park View Dr.
Covina, CA 91724
John Short
(626) 667-1506
jshort@lereta.com
lereta.com

Moss Adams

601 W. Riverside Ave. Ste. 1800
Spokane, WA 99201
Mike Thronson
(509) 747-2600
mike.thronson@mossadams.com
www.mossadams.com

Mountain West Small Business Finance

2595 E. 3300 S.
Salt Lake City, UT 84109
Danny Mangum
(801) 474-3232
dmangum@mwsbf.com
mwsbf.com

Newcleus, LLC

411 S. State St., 3rd Floor
Newtown, PA 18940
Amy Feminella
(267) 291-2130
afeminella@newcleus.com
newcleus.com

ODP Business Solutions

9501 Amberglen Blvd., Ste. 200
Austin, TX 78729
(855) 337-6811 x12878
www.odpbusiness.com

OnCourse Learning

PO Box 310
Waunakee, WI 53597
Dan Heldmann
dheldmann@oncourselearning.com
www.oncourselearning.com/business/ financial-services/bank/

Parsons Behle & Latimer

201 S. Main St., Ste. 1800
Salt Lake City, UT 84111
Gary E. Doctorman
(801) 532-1234
GDoctorman@parsonsbehle.com
parsonsbehle.com

PCBB
1676 N. California Blvd., Ste. 300
Walnut Creek, CA 94596
Jay Kenney(415) 399-5800
jkenney@pcbb.com
www.pcbb.com

Piper Sandler Companies
1251 Avenue of the Americas, 6th Floor
New York, NY 10020
Avi Barak
(212) 466-7700
Avi.Barak@psc.com
www.pipersandler.com

PULSE, a Discover Company

1301 McKinney St., Ste. 600
Houston, TX 77010
Alia Garces
(281) 884-8663
aliagarces@discover.com
www.pulsenetwork.com/public/discover-debit

PwC

201 S. Main St., Ste. 900
Salt Lake City, UT 84111
Ryan Dent
(801) 534-3883
ryan.j.dent@pwc.com
www.pwc.com

Ray Quinney & Nebeker P.C.

36 S. State St., Ste. 1400
Salt Lake City, UT 84111
Michael Mayfield
(801) 532-1500
mmayfield@rqn.com
rqn.com

Rocky Mountain CRC

64 E. Winchester St., Ste. 230
Salt Lake City, UT 84107
David Watkins
(801) 366-0040
dwatkins@rmcrc.org
www.rmcrc.org

RSM US LLP

515 S. Flower St., 17th Fl.
Los Angeles, CA 90071
Dan Shumovich
(213) 330-4736
dan.shumovich@rsmus.com
rsmus.com

Scalley Reading Bates Hansen & Rasmussen

15 W. S. Temple, Ste. 600
Salt Lake City, UT 84101
Darwin Bingham
(801) 531-7870
www.scalleyreading.com

Select Bankcard

170 S. Interstate Plz., Ste 200
Lehi, UT 84043
Pete Mudrow
(801) 791-1938
pmudrow@selectbankcard.com
www.selectbankcard.com

Shred-It

205 Winchester Dr.
East Stroudsburg, PA 18301
Andrew Allu
(917) 528-7940
andrew.allu@stericycle.com
www.shredit.com

Simpson & Company, CPAs

1111 E. Brickyard Rd., Ste. 112
Salt Lake City, UT 84106
Contact: Kenneth Simpson
Tel: (801) 484-5206
Email: krsimpson@simpson-co.com
www.simpson-co.com

Snell & Wilmer, LLP

15 W. S. Temple, Ste. 1200
Salt Lake City, UT 84101
Brian Cunningham
(801) 257-1900
bcunningham@swlaw.com
www.swlaw.com

SPARK

801 Nicollet Mall
Minneapolis, MN 55402
Erik Swenson
(612) 345-0683
erik.swenson@lendwithspark.com
lendwithspark.com

Stephens Inc. 

101 2nd St., Ste. 850
San Francisco, CA 94105
Steven Egli
(415) 548-6912
steve.egli@stephens.com
www.stephens.com

StrategyCorps

100 Westwood Pl., Ste. 400
Brentwood, TN 37027
Emily Harrington
(707) 548-0348
emily.harrington@strategycorps.com
strategycorps.com

The Baker Group

2975 W. Executive Pkwy., Ste. 139
Lehi, UT 84043
Brian Bates
(800) 937-2257
bbates@gobaker.com
www.GoBaker.com

Unitas Financial Services

6543 Commerce Pkwy., Ste. M
Dublin, OH 43017
Brian Ruhe
(740) 967-1131
Brian.Ruhe@unitas360.com
www.unitas360.com

Upgrade, Inc.

275 Battery St., Ste. 2300
San Francisco, CA 94111
Contact: Nik Vukovich
Tel: (415) 940-7688
nvukovich@upgrade.com
www.upgrade.com

Utah Center for Neighborhood Stabilization

6880 S. 700 W., 2nd Floor
Midvale, UT 84047
Daniel J. Adams
(801) 316-9111
dan@utcns.com
www.utcns.com

Utah Housing Corporation

2479 S. Lake Park Blvd.
Salt Lake City, UT 84120
Grant Whitaker
(801) 902-8290
gwhitaker@uthc.org
utahhousingcorp.org

vCom

12657 Alcosta Blvd., Ste. 418
San Ramon, CA 94583
Liz Carroll
(503) 292-3640
lcarroll@vcomsolutions.com
www.vcomsolutions.com

Vericast

15955 La Cantera Pkwy.
San Antonio, TX 78256
Michael Kelly
(801) 288-2133
Mike.Kelly@vericast.com
vericast.com

Wasatch Business Finance

5288 S. Commerce Dr., Ste. B-228
Salt Lake City, UT 84107
Steve Carlston
(385) 799-6701
Steve@wbfcdc.com
www.wasatchcdc.com

West Monroe Partners, LLC

1000 Wilshire Blvd., Ste. 1100
Los Angeles, CA 90017
John Jensen
(213) 631-4837
(801) 328-2011
jjensen@westmonroe.com
www.westmonroe.com

Zions Correspondent Banking Group

310 S. Main St., Ste. 1400
Salt Lake City, UT 84101
Phillip Diederich
(801) 844-7853
phillip.diederich@zionsbancorp.com
www.zionscbg.com