Associate Members

Advantage Health Plans Trust
Jay Kempton, Plan Administrator
13431 Broadway Extension, Suite 130
Oklahoma City, OK  73114
Phone:  (800) 521-1711
email:  jkempton@kemptongroup.com
url:  www.advantagehealthplans.com
(Banker Owned Group Health Plan)

Askew & Mazel, LLC
James Askew
1122 Central Ave SW, Ste #1
Albuquerque, NM  87102
Phone: 505-433-3097
email: jaskew@askewmazelfirm.com
URL: www.askewmazelfirm.com
(Legal)

Banker's Toolbox
Jill Cacis, Sr. Public Relations Specialist
12331-A Riata Trace Pkwy, Bldg 4, Ste 200
Austin, TX  78727
Phone:  512-279-5799
email:  Jill.Cacic@bankerstoolbox.com
URL:  http://www.bankerstoolbox.com
(Provides risk mitigation and business intelligence solutions that are designed, supported and served by industry experts. Our product suite consists of solutions for BSA anti-money laundering (AML) and fraud detection, OFAC scanning, cross-selling and customer retention, secure wire processing automation, and commercial real estate stress testing.)

BFS Group
Rich Bratten, Regional Managing Director
1004  Big Goose Rd
Sheridan, WY 82801
Main Phone: 303-482-1844 Cell:303-517-7397    Fax:303-339-0460
Email: rbratten@bfsgroup.com 
Web:  www.bfsgroup.com 
(Bank Owned Life Insurance; BOLI Compliance, Risk Management; Employee & Executive Benefits; Insurance - Bank)

BTI Growth Advisors, Inc.
Ray Adler, President & CEO
2588 El Camino Real, #131
Carlsbad, CA  92008
Phone:  760-720-9270
Email:  ray@btigrowthadvisors.com
Web:  http://btigrowthadvisors.com/
(Consulting, Training and Executive Coaching in Areas of Culture (Pre & Post Merger), Commercial Loan Production and Sales Management.)

Capital Asset Resources
Tracy Trimble, Chief Operations Officer
2625 E Southlake Blvd, Ste 180
Southlake, TX  76092
Phone:  (817) 416-8347
Email:  ttrimble@capitalassetresources.com
Web:  http://capitalassetresources.com
(Complete Lease Origination and Administration Services,  Product Training and New Product Information,  Increased Profitability Through Fee Income Growth, Diversify the Bank's Portfolio,  Help establish cross-selling opportunities that will not only help the bank's bottom line but also expand business customer base.)

Capital Certified Development Company
Lorena Chavez, Sr. Business Development
PO Box 65508
Albuquerque, NM  87193
Phone: 505-250-0572  Fax: 512-327-9243
Email:  lorenachavez@capitalcdc.com
Website:  http://www.capitalcdc.com
(Provider of SBA 504 Loans to small business,Business Development Officers, Underwriting & Loan Service Professionals)

CliftonLarsonAllen, LLP
Jerry McMillon, Principal
6501 Americas Parkway NE,  Suite 500
Albuquerque, NM  87110
Phone:  (505) 842-8290;   FAX:  (505) 842-1568
Email:  jerry.mcmillon@claconnect.com
Website:  https://www.claconnect.com
(Professional Services Firm providing Audit and Tax Returns, Outsourcing and Wealth Advisory.)

CoNetrix
Keith Laughery, CISA, CISSP, Account Manager 
5214 68th Street, Suite 200
Lubbock, TX  79424
806-687-8600  Fax: 806-687-8511
Email: klaughery@conetrix.com
URL: https://conetrix.com/
(CoNetrix specializes in providing security, compliance and IT consulting for community banks. Our offerings include IT/GLBA Audits; external Penetration Tests; Information Security Programs; tandem Security & Compliance Software, an innovative suite of solutions used by over 1,000 financial institutions for Cybersecurity, Risk Assessment, Business Continuity Planning, Vendor Management, Information Security Policies, Social Media Management, Audit Management, Phishing and more; managed network services; and Aspire Cloud Hosting with options for disaster recovery, Exchange hosting and secure file sharing.)

Corrigan & Company, an Advisor Firm to M Benefit Solutions 
Michael Corrigan, Chairman & CEO
32 East Sola Street
Santa Barbara, CA  93101
Toll Free: 800-456-3377 Fax: 805-962-5053
Email:  mcorrigan@corrigan-co.com 
URL:  http://corrigan-co.com/
(Employee & Executive Benefits)

CSI (Computer Services, Inc)
Zaid Akhter, Regional Vice President of Sales
3003 E. Harmony Road, Fifth Floor
Fort Collins, CO 80528
Phone: 800-545-4274
Email: associations@csiweb.com
URL: www.csiweb.com
(Core/Data Processing; IT Security/Managed Services/Cloud; Compliance/Audits; Internet/Mobile Banking; Employee Intranet/Board Portal Services; Checks/Printing; Card Services; Disaster Recovery; Document Services; Print/Mail)

Edwards Thrash & Associates, LLC
M. Scott Edwards, Principal
20 Esquila Road
Santa Fe, NM 87508
Phone: 505-263-5796   Fax: 505-417-5028
Email: scott@etafic.com
URL: www.edwardsandassociatesllc.com
(Asset/Liability Management; Compliance Assistance/Reviews; Interest Rate Risk Service; Internal Audit; IT Audit; Loan Reveiw Services; Mergers & Acquisitions)

Eide Bailly LLP
Todd Sorenson, Partner
1850 N Central Ave, Ste 400
Phoenix, AZ 85004
Phone: 602-264-8252
Email: TSorenson@EideBailly.com
URL: http://eidebailly.com
(Accounting/Audits/Tax Returns; Compliance Assistance/Reviews; Directors Exams; Internal Audit; IT Audit; Loan Review Services; Mergers & Acquisitions)

Enchantment Land Certified Development Company
Ronald Brown, Executive Director
6500 Jefferson NE., Ste 200
Albuquerque, NM 87109
Phone: 505-843-9232  Fax: 505-764-9153
Email: rbrown@elcdc.com
URL: www.elcdc.com
(Loan Participations; Wholesale Lending)

ePay Resources
Tim Quisenberry, Executive Vice President, Member & Industry Relations
1999 Bryan Street Suite 950
Dallas, TX 75201
Main: (800) 475-0585  Fax: 214-438-4515
Email: TQuisenberry@ePayResources.org
URL: www.epayresources.org
(ePayResourcesTM is a payments industry trade association celebrating over 40 years providing payments expertise, professional development, and industry leadership to financial institutions and businesses through education, publications, compliance support, risk management resources, and advocacy. We are the second-largest Regional Payments Association member of the NACHA- The Electronics Payments Association)

Equias Alliance, an NFP Company
Harry L. "Trey" Deupree III, Partner
7200 Bishop Rd. #240
Plano, TX 75024
Phone: 469-252-1035   Fax: 972-335-9545
Email: tdeupree@equiasalliance.com
URL: www.equiasalliance.com
(Bank-owned life insurance "BOLI"  as well as non-qualified benefit and compensation plans for selected executives.  These plans help institutions increase earnings and shareholder value as well as recruit, retain and reward key officers and directors.  Equias' in-house professionals offer practical, hands-on assistance to banks and their professional advisors, auditors and examiners.  Equias provides its clients with timely, accurate documentation and regulatory compliance support.  The organization's 52 team members include eight CPAs, two attorneys, nine MBAs, three CLUs, one CFP®, one ChFC®, a former bank regulator, several former bankers and bank directors and other degrees and licenses.  The Equias team includes individuals with significant BOLI and benefits administration experience as well as one of t he industry's most recognized experts on accounting and tax matters.  The group has over 800 years of combined BOLI/benefits experience and has successfully completed a SSAE 16 SOC I Type II Audit.)

FISERV Solutions, Inc.
Rob Durham, Senior Sales Executive
618 Lafayette Dr, NE
Albuquerque, NM 87106-2144
Phone: 505-890-8449  Fax: 505-890-8452
Email: rob.durham@fiserv.com
URL: www.fiserv.com
(Bank Equipment & Systems; Cash Letter (Item Processing); Data Processing; EFT Networks; Electronic Bill Payment/Presentment; Imaging; In-House System Provider; Internet Banking; Remote Deposit Capture; Teller Systems)

Fortner, Bayens, Levkulich & Garrison, P.C.
David J. Bayens, CPA
1580 Lincoln Street, Ste 700
Denver, CO 80203
Phone: 303-296-6033  Fax: 303-296-8553
Email: bayensd@fbl-cpa.com
URL: www.fblg-cpa.com
(Accounting/Audits/Tax Returns; Compliance Assistance/Reviews; Directors Exams; IT Audit; Loan Review Services; Mergers & Acquisitions; Trust Services)

Garland Heart - Security I Compliance I Consulting
Brad Garland, CEO
6860 N Dallas Pkwy, Ste 200
Plano, TX 75034
Phone: 972-429-8200
Email: marketing@garlandheart.com
URL: www.garlandheart.com
(Business Client Consultation; Compliance Assistance/Reviews; Internal Audit; IT Audit; Risk Assessments)

Gateway Mortgage Group
Joanne Posen, Regional Sales Manager
10211 San Luis Rey Pl, NE
Albuquerque, NM 87111
Phone: 505-263-6110  Fax: 505-353-5908
Email: joanne.posen@gatewayloan.com
URL: gatewayloan.com
(Mortgage Lending and Purchase of mortgages from community banks)

Giddens & Gatton Law, P.C.
George "Dave" Giddens, PC
10400 Academy Road NE, Ste. 350
Albuquerque, NM 87111
Phone: 505-273-3720
Email: dave@giddenslaw.com
URL: www.giddenslaw.com
(Legal Services)

ICBA Bancard & TCM Bank
Tina Giorgio, President/CEO
1615 L Street NW Suite 900
Washington, DC 20036
Phone: 800-242-4770  Fax: 202-659-3606
Email: bancard@icba.org
URL: www.icba.org/bancard
(Credit Card Program; Debit Card Program; EFT Networks; Electronic Bill Payment/Presentment; Internet Banking; Remote Depsoit)

ICBA Reinsurance
Stephen Ello, President/CEO
1615 L Street NW Suite 900
Washington, DC 20036
Phone: 888-790-6625 (ext. 3506)  Fax: 202-659-3607
Email: steve.ello@icba.org
URL: www.icbareinsurance.com
(Credit Insurance Products)

ICBA Securities Corporation
Jim Reber, President/CEO
775 Ridge Lake Blvd., Suite 175
Memphis, TN 38120
Phone: 800-422-6442  Fax: 901-762-5333
Email: jreber@icbasecurities.com
URL: www.icbasecurities.com
(Asset/Liability Management; Bond Accounting; Investment; Investment Portfolio Planning; Safekeeping, Capital Raising, Funding, and M&A)

ICBA Services Network
Gary Teagno, President/CEO
1615 L. Street NW, Ste. 900
Washington, DC 20036
Phone: 800-422-8439  Fax: 202-659-3607
Email: network@icba.org
URL: www.icba.org/solutions
(Community Bank Services Partner)

IntraWorks, Inc. (NCR Certified Dealer)
Dave Samuel, Financial Insitution Division Manager
7910 Lorraine Ct, NE
Albuquerque, NM 87113
(505) 884-1970  Fax: (505) 884-8585  Cell: 915-630-3082
Email: dsamuel@intraworksusa.com
URL: www.intraworksusa.com
(ATM Services & Equipment; Bank Equipment & Systems, and Electronic Security Products)

Kosh Solutions
Joshua Fristoe, CEO/CTO
4501 Osuna Rd NE
Albuquerque, NM 87109
Phone: 505-796-5988
Email: joshua@koshsolutions.com
Website: www.koshsolutions.com
(IT Services; Business to Business IT Integrator; Network Security; Network Configuration & Management; Private Cloud Solutions; Virtual CIO Consulting; NM Licensed Low-Voltage Contractor/Install Physical Network Infrastructure; Certified Technology Product Re-Seller for Many Hardware/Software Products. Offices in Albuquerque & Las Cruces,NM and Durango, CO)

Lewis Roca Rothgerber Christie LLP
Karen L. Witt
1200 17th St., Ste 3000
Denver, CO 80206
Phone: 303-623-9000  Fax: 303-623-9222
Email: kwitt@lrrc.com
URL: www.lrrc.com
(Legal Services; Mergers and Acquisitions; Regulatory Advice; Securities Offerings; Corporate Governance; Holding Company Formations; New Charters, Employee and Executive Benefits; and Complex Litigation)

Moses, Dunn, Farmer & Tuthill, P.C.
Nathan Sprague, Attorney 
PO Box 27047
Albuquerque, NM 87125-7047
Phone: 505-843-9440  Fax: 505-247-3213
Email: Nathan@moseslaw.com
URL: www.moseslaw.com
(Legal Services)

Moss Adams, LLP
Dhaval Patel, Senior Manager
6565 Americas Pkwy, Ste 610
Albuquerque, NM 87110
Phone: 505-878-7200  Fax: 505-878-7282
Email: dhaval.patel@mossadams.com
URL: www.mossadams.com
(Accounting/Audits/Tax Returns)

Multi-Bank Securities, Inc.
Darryl Maccagnone, Senior Vice President
1000 Town Center, Suite 2300
Southfield, MI 48075
Phone: 800-967-9025 
Email: https://darrylmac@mbssecurities.com
URL: www.mbssecurities.com
(Multi-Bank Securities, Inc. (MBS) is a certified veteran-owned business and fixed-income securities broker-dealer that has been serving institutional investors since 1988. MBS has successfully committed to providing funding solutions, investment services and account support to more than 1,000 banking institutions nationwide. The firm is also an approved underwriter for the Federal Home Loan Banks, Fannie Mae, Freddi Mac and Farmer Mac, as well as major underwriter of certificates of deposit.)

New Mexico Mortgage Finance Authority
Jay Czar, Executive Director
344 4th Street SW
Albuquerque, NM 87102
Phone: 505-843-6880  Fax: 505-243-3289
Email: jczar@housingnm.org
URL: www.nmmfa.org
(Affordable Housing)

OnCourse Learning
Craig Johnson, Business Development Manager
20225 Water Tower Blvd
Brookfield, WI  53045
Phone:  803-238-1010
Email:  cjohnson@oncourselearning.com
URL:  www.oncourselearning.com
(e-learning partner delivering the nation's best-in-class compliance training to bank employees.)

Payday HCM
Keith Edwards, Area Manager
5011 Indian School Rd NE
Albuquerque, NM 87110
Phone: 505-255-5433  Cell: 505-463-2566  Fax: 877-659-6378
Email: keith@paydayhcm.com
URL: www.paydayhcm.com
(Payday HCM, formerly Payday, Inc., provides core administrative support in staffing, HR consulting, benefits administration, and provides a platform for companies to conduct self-services timekeeping and payroll processing. Payday HCM has provided workforce management services for businesses in the Southwest since 1985, from hire to retire.)

Performance Trust Capital Partners
Paul Drake, Senior Associate
500 W Madison, Ste 450
Chicago, IL 60661
Phone: 312-521-1125
Email: pdrake@performancetrust.com
URL: www.performancetrust.com
(Financial Services)

Promontory Interfinancial Network, LLC
Glenn Martin, Regional Director
1300 N 17th Street, Suite 1800
Arlington, VA 22201
Phone: 866-776-6426 ext 3462
Email: gmartin@promnetwork.com
URL: www.promnetwork.com
(Banks of all sizes can use Promontory Interfinancial Network's Insured Cash Sweep, or ICS: CDARS; Promnet Repo; IND; Yankee Sweep; Bank Assetpoint: and Residential Mortgage Network services to help manage their balance sheets. They can use Promontory Network services to build multi-million-dollar relationships, reduce collateral requirements, purchase funding, manage liquidity, and buy or sell loans.)

PULSE - A Discover Company
Mark Martin, Account Executive
1301 McKinney, Suite 2500
Houston, TX 77010
Phone: 800-420-2122  Fax: 972-517-5427
Email: markmartin@pulsenetwork.com​
URL: www.pulsenetwork.com
(ATM/Debit Card Services; EFT Networks; Stored Value Cards; Selective Surcharge Alliance)

Raymond James
Josh Trapp, Senior Vice President, Fixed Income Sales
34851 Emerald Coast Parkway, Suite 200
Destin, FL  32541
Phone:  (850) 269-8028
email:  Josh.Trapp@raymondjames.com
URL:  https://www.raymondjames.com/
(Raymond James offers Financial Services for New Mexico Community Banks.  These services include, but are not limited to, Asset/Liability Management, Bond Accounting, Investment Portfolio Modeling through our online eFolio system, Agency and Non-Agency Securities Trading, Specialisted Research Team, Independent Strategies Group and BOLI solutions.  Raymond James is capable of modeling in a current shocked environment or to analyze over a time horizon allowing customers to make informed decisions when managing the investment portfolio.)

Red Hawk Fire & Security Company
Bill Wayland, General Manager
8601 President Place, NE, Ste. B
Albuquerque, NM 87113
Phone: 505-345-7575  Fax: 505-883-9572
Email: bill.wayland@redhawkus.com
URL: www.redhawkus.com
(ATM Equipment (new & used); Bank Equipment & Systems; Emergency Facilities; Fire Systems; In-House System Provider; Security Equipment)

Rodey, Dickason, Sloan, Akin & Rob, P.A.
John Salazar
PO Box 1888
Albuquerque, NM 87103
Phone: 505-765-5900  Fax: 505-768-7395
Email: jsalazar@rodey.com
URL: www.rodey.com
(Legal)

SecureWorks
Skip Taylor, Director of Strategic Alliances
One Concourse Parkway, Suite 500
Atlanta, GA 30329
Phone: 770-886-0270  Fax: 678-306-1848
Email: staylor@secureworks.com
URL: www.secureworks.com
(Education & Training; Internal Audit; IT Audit; Managed Security Services; Regulatory Assistance; Security Consulting Services; Security Equipment)

SHAZAM
Aaron McGregor, Regional Director of Sales
7910 Stone Ridge Dr,
Northlake, TX 79247
Phone: 940-507-3614  Fax: 515-248-5828
Email: amcgreg@shazam.net
URL: www.shazam.net
(SHAZAM is a national member-owned debit network, processor and core provider delivering choice and flexibility to community financial institutions throughout the U.S. since 1976.  SHAZAM is a single-source provider of the following services: debit card, core, fraud, marketing, merchant and more. Learn more at SHAZAM.net, and follow @SHAZAMNetwork.)

SunWest Financial Solutions, Inc.
Mark D. Burdge, President
2113 Father Sky NE
Albuquerque, NM 87112-3701
Phone: 505-237-1789  Fax: 505-237-1802
Email: sunwest@swcp.com
(Credit Insurance, Mortgage Insurance, Lender Placed Flood and/or Hazard, Lender's Single Interest, Flood Zone Determination)

Sutin, Thayer & Browne
Jay D. Rosenblum, President & CEO
PO Box 1945
Albuquerque, NM 97103
Phone: 505-883-3384  Fax: 505-888-6565
Email: jdr@sutinfirm.com
URL: www.sutinfirm.com
(Legal Services)

The Baker Group
Gerry Skousen, Associate Partner
1601 Northwest Expressway, 20th Floor
Oklahoma City, OK 73118
Phone: 800-937-2257  Fax: 405-415-7392
Email: skoshi@GoBaker.com
URL: www.gobaker.com
(Asset/Liability Management; Bond Accounting; Interest Rate Risk Service; Investements; Investment Portfolio Planning; Municipal Bonds; Safekeeping)

The Eversole Group, LLC
Craig Eversole, President
402A Legacy Park
Ridgeland, MS 39157
Phone: 601-977-5225  Fax: 602-977-5224
Email: craig@theeversolegroup.com
URL: www.theeversolegroup.com

The Loan Fund
Joe Justice, Community Development Officer
PO Box 705
Albuquerque, NM 87103
Phone: 866-873-6746  Fax: 505-243-8803
Email: joe@loanfund.org
URL: www.loanfund.org

Travelers Insurance Company
Therese Barkate, Managing Director of Financial Instiutions
655 N Central Ave, 16th Floor
Glendale, CA 91203
Phone: 818-409-4290  Fax: 818-409-4264
Email: TBarkate@travelers.com
URL: www.travelers.com
(Insurance - Bank)

USDA Rural Development
Richard Carrig, Program Director
One Sun Plaza
100 Sun Avenue, Suite 130
Albuquerque, NM 87109
Phone: 505-761-4956
Email: richard.carrig@nm.usda.gov
URL: www.rd.usda.gov/nm
(Provide financial backing and technical assistance to stimulate business creation and growth. Loans, loan gurantees, and grants are available to individuals, businesses, cooperatives, farmer and ranchers, public bodies & non-profit corporations.)

Whit-Co Checks
Mike Foust, President
PO Box 664
Amarillo, TX 79105-0664
Phone: 800-753-7773  Fax: 800-777-5181
Email: mfoust@whitcochecks.com
URL: www.whitcochecks.com
         www.whitcoremote.com
(Printers; Check Printing; Rubber Stamp & Interior Signage)