Associate Members

abrigo (Formerly Banker's Toolbox)
Jill Cacic, Sr. Public Relations Specialist
12331-B Riata Trace Pkwy, Bldg 4, Ste 200
Austin, TX  78727
Phone:  (512) 279-5799
(We help community financial institutions manage risk and drive growth.  Our solutions automate key processes - from anti-money laundering to fraud detection to lending solutions - empowering our customers by addressing their Enterprise Risk Management needs.)

ADT Commercial
Bill Wayland, Vertical Banking, VP
8601 President Place, NE, Ste. B
Albuquerque, NM 87113
Phone: (505) 346-3555  Fax: (505) 883-9572
(ATM Equipment (new & used); Bank Equipment & Systems; Emergency Facilities; Fire Systems; In-House System Provider; Security Equipment)

Advantage Health Plans Trust
Jay Kempton, Plan Administrator
13431 Broadway Extension, Suite 130
Oklahoma City, OK  73114
Phone:  (800) 521-1711
(Banker Owned Group Health Plan)

Chris Bates, CEO
4500 I-55 North, Suite 232
Jackson, MS 39211
Phone: (601)366-7370  Fax: (601)977-5224
(AgoraEversole specializes in delivering results to community banks through comprehensive and traditional marketing services, graphic design, website design and management, SEO, digital advertising and social media.)

Askew & Mazel, LLC
James Askew
1122 Central Ave SW, Ste #1
Albuquerque, NM  87102
Phone: (505) 433-3097

Bank Compensation Consulting
Rich Bratten, Regional Managing Director
1004  Big Goose Rd
Sheridan, WY 82801
Main Phone: (303) 482-1844  Cell: (307) 763-0070  
(Bank Compensation Consulting (BCC) specializes in assisting financial institutions with the evaluation of their compensation programs nationwide to help community banks attract, retain, and incentivize key personnel.  With BCC’s help, banks identify opportunities to create customized plans that align the interests of shareholders, directors, and officers while ensuring that all regulatory, tax and acccounting issues are properly evaluated and addressed.  BCC also helps identify ways to offset the cost of plans with Bank-Owned Life Insurance (BOLI), representing all of the major BOLI providers in the market. BCC has helped more than 600 banks in 40 states with an expert team that includes CPAs, CFPs, attorneys, MBAs, and current/former bank directors. Regional Managing Director Richard Bratten, a Fellow of the Society of Actuaries (FSA) and Chartered Financial Analyst (CFA), has worked in this market for over two decades, bringing unparelled expertise and proactive, high touch service to community bankers. BCC is committed to providing best in class service to their clients with their in-house team of professionals and proprietary service platform, backed by their SAS70/SSAE16/SOC certification.)

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

Capital Asset Resources
Taylor Cromer, Sales Associate/Marketing & Advertising
2625 E Southlake Blvd, Ste 180
Southlake, TX  76092
Phone:  (817) 416-8347
(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
(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
(Professional Services Firm providing Audit and Tax Returns, Outsourcing and Wealth Advisory.)

Community Bankers Webinar Network
P.O. Box 1780
Helena, MT 59624
Phone:  (406) 442-2585 fax: (406) 442-2357
(Serving community bankers for 40 years, Financial Education & Development, Inc. and the Community Bankers Webinar Network currently partner with 32 community bankers associations to deliver quality webinar training for bankers in all 50 states. The synergy of these relationships allows us to successfully deliver more than 150 webinars annually, covering critical issues for every level of the financial institution.)

Keith Laughery, CISA, CISSP, Account Manager 
5225 South Loop 289, Ste 207
Lubbock, TX  79424
Phone: (806) 687-8600  Fax: (806) 687-8511
(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: (901) 523-3620
(Employee & Executive Benefits)

CRA Partners
David Lenoir, President & CEO 
5100 Poplar Ave., Ste. 711
Memphis, TN  38137
Phone: (901) 529-4781 Fax: (805) 962-50535
(CRA Partners is a turnkey CRA compliance program established to create safe and secure living environments for the elderly with help from local banks.  We have helped hundreds of community banks across the country protect residents of low-income senior housing facilities through our trusted Senior Crimestoppers program.  Partner with us and you will satisfy your bank's CRS Requirements, boost your community relations profile and develop new business relationships, while ensuring safe, secure senior living environments, HUD communities, and state veterans homes.  With hundreds of banks already participating in our program, we are protecting thousands of seniors and veterans across America.  Powered by Senior Housing Crime Prevention Foundation.

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
(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 Valen & Associates, LLC 
M. Scott Edwards, Principal
20 Esquila Road
Santa Fe, NM 87508
Phone: (505) 263-5796   Fax: (505) 417-5028
(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
(Accounting/Audits/Tax Returns; Compliance Assistance/Reviews; Directors Exams; Internal Audit; IT Audit; Loan Review Services; Mergers & Acquisitions)

Enchantment Land Certified Development Company
Justin Hyde, Executive Director
6500 Jefferson NE., Ste 200
Albuquerque, NM 87109
Phone: (505) 843-9232  Fax: (505) 764-9153
(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
(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)

FISERV Solutions, Inc.
Logan Marvin, Sales Executive, Bank Solutions
4400 Westown Parkway, Suite 200
West Des Moines, IA  50266
Phone: (515) 224-8128
(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.
Fran V. Sponsler, Shareholder
1580 Lincoln Street, Ste 700
Denver, CO 80203
Phone: (303) 296-6033  Fax: (303) 296-8553
(Accounting/Audits/Tax Returns; Compliance Assistance/Reviews; Directors Exams; IT Audit; Loan Review Services; Mergers & Acquisitions; Trust Services)

Gateway Mortgage Group, a Division of Gateway First Bank
Joanne Posen, Regional Sales Manager
10211 San Luis Rey Pl, NE
Albuquerque, NM 87111
Phone: (505) 263-6110  Fax: (505) 353-5908
(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 87113
Phone: (505) 273-3720
(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
(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
(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
(Asset/Liability Management; Bond Accounting; Investment; Investment Portfolio Planning; Safekeeping, Capital Raising, Funding, and M&A)

ICBA Services Network
Kevin Tweddle, EVP
1615 L. Street NW, Ste. 900
Washington, DC 20036
Phone:  866-843-4222 
(Community Bank Services Partner)

IntraFi Network  (Formerly Promontory Interfinancial Network)
Bryan Harper, Managing  Director
1300 N 17th Street, Suite 1800
Arlington, VA 22201
Phone: (866) 776-6426 ext 3422
(IntraFi NetworkSM provides solutions that deliver the flexibility that financial institutions, their customers, and their communities need to thrive in today’s market. IntraFi Network is a trusted partner to nearly 3,000 of the nation’s banks, other financial institutions and most minority depository institutions. Their financial network is the largest of its kind, and the solutions they offer help their network participants build stronger customer relationships, fund more loans, seamlessly manage liquidity needs, and earn fee income.)

Kosh Solutions
Joshua Fristoe, CEO/CTO
4501 Osuna Rd NE
Albuquerque, NM 87109
Phone: (505) 796-5988
(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
(Legal Services; Mergers and Acquisitions; Regulatory Advice; Securities Offerings; Corporate Governance; Holding Company Formations; New Charters, Employee and Executive Benefits; and Complex Litigation)

Money Handling Machines Inc.
Mark Grimes, President
1043 N. Stadem Dr.
Tempe, AZ 85281
Phone: (480) 804-1877  Fax: (505) 247-3213
(Coin & Currency Handling Equipment Sales & Service.  We focus on machines that move and count cash and coin, which include coin sorters, currency counters/ discriminators, and coin wrappers.  We provide sales and service of financial equipment for community financial institutions in New Mexico, Arizona, Nebraska, Iowa, South Dakota and have many service partners in serveral other states. )

Moses, Dunn, Farmer & Tuthill, P.C.
Alicia Gutierrez, Attorney 
PO Box 27047
Albuquerque, NM 87125-7047
Phone: (505) 843-9440  Fax: (505) 247-3213
(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
(Accounting/Audits/Tax Returns)

Network Box USA, LLC

D. Nour Dandan, Marketing Manager
2825 Wilcrest Drive, Suite 259
Houston, TX  77042
Phone:  (832) 242-5757
(Network Box USA is a managed security services provider offering enterprise-class cybersecurity solutions for companies of all sizes.  Backed by a triple-ISO certified Security Response Center and 16 global Security Operations Centers, Network Box USA Solutions are fully managed, monitored 24x7, and updated in true real-time.) 

New Mexico Mortgage Finance Authority
Isidoro "Izzy" Hernandez, Executive Director
344 4th Street SW
Albuquerque, NM 87102
Phone: (505) 767-2223  Fax: (505) 243-3289
(Affordable Housing)

New Mexico Small Business Investment Corporation (NMSBIC)
Russ Cummins, Executive Director/Investment Advisor
PO Box 1211
Tijeras, NM 87059
Phone: (505) 274-7789   Fax: (505) 213-0048
(A non-profit whose purpose is to stimulate the local economy and create jobs in New Mexico, by providing funds for new or growing small businesses. We provide gap funding for new or growing small businesses that don’t fit the requirements of SBA, USDA, or traditional bank loans. We provide funding for New Mexico CDFI’s including The Loan Fund, Accion, and WESST, and will consider participations in small business loans with community banks.)

NFP Executive Benefits
Harry L. "Trey" Deupree III, Senior Consultant
7200 Bishop Rd., Suite 240
Plano, TX 75024
Phone: (972) 672-8245
(With 1,250 BOLI clients as of December 31, 2019, NFP Executive Benefits provide banks with customized solutions for designing and financing benefit programs to recruit, retain, and reward key officers and directors, implementation and administration of BOLI and nonqualified benefit plans. We provide our clients with timely, accurate documentation and regulatory compliance support. Our team includes individuals with significant BOLI and benefits administration experience as well as one of the industry’s most recognized experts on accounting and tax matters.)

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
(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
(Financial Services)

Raymond James
Josh Trapp, Senior Vice President, Fixed Income Sales
34851 Emerald Coast Parkway, Suite 200
Destin, FL  32541
Phone:  (850) 269-8028
(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.)

Rodey Law Firm
John Salazar
PO Box 1888
Albuquerque, NM 87103
Phone: (505) 765-5900  Fax: (505) 768-7395

Elizabeth (Liz) Olson, Channel Sales Manager, Western US & Canada
One Concourse Parkway, Suite 500
Atlanta, GA 30329
Cell Phone: 831-251-2391
(Education & Training; Internal Audit; IT Audit; Managed Security Services; Regulatory Assistance; Security Consulting Services; Security Equipment)

Aaron McGregor, Regional Director of Sales
7910 Stone Ridge Dr
Northlake, TX 79247
Phone: (940) 507-3614  Fax: (515) 248-5828
(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, and follow @SHAZAMNetwork.)

Rob Durham, Business Development
119 Dartmouth Drive, NE
Albuquerque, NM 87106
Phone: (505) 250-1359   Fax: (505) 764-8636
(Marketing, Advertising, Public Relations.  Sunny505 is an integrated communications firm, providing marketing, branding, advertising, social media, public relations and web development services.  Our services include:  update  branding, developing or updating websites, social media planning and implementation, developing marketing collateral, public relations and earned media services and communition relations and event planning and implementation.)

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

Sutin, Thayer & Browne
Benjamin E. Thomas, President & CEO
PO Box 1945
Albuquerque, NM 97103
Phone: (505) 883-3385  Fax: (505) 888-6565
(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
(Asset/Liability Management; Bond Accounting; Interest Rate Risk Service; Investements; Investment Portfolio Planning; Municipal Bonds; Safekeeping)

The Loan Fund
Joe Justice, Community Development Officer
PO Box 705
Albuquerque, NM 87103
Phone: (866) 873-6746  Fax: (505) 243-8803

Brandon Tate, Account Executive
10825 E Geddes Ave
Centennial, CO  80112
Glendale, CA 91203
Phone: (720) 200-8465
(Insurance - Bank)

USDA Rural Development
Ray F. Melton, Business & Cooperatives Program Director
300 North Pennsylvania Avenue, Suite 4
Roswell, NM 88201
Phone: 505-622-8745, ext. 3323
(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.)

Vala Secure (Formerly Garland Heart)
Brad Garland, CEO
6860 N Dallas Pkwy, Ste 200
Plano, TX 75034
Phone: (972) 429-8200
(Info Security, Risk Assessment, Technology Audit, Penetration Testing, Vulnerability Assessment;  Virtual & Regulatory Compliance and Strategic Consulting)  

Whit-Co Checks
Mike Foust, President
PO Box 664
Amarillo, TX 79105-0664
Phone: (800) 753-7773  Fax: (800) 777-5181
(Printers; Check Printing; Rubber Stamp & Interior Signage)