Rocky Mountain Chapter

Rocky Mountain Chapter

Our primary goals are to help members improve their level of knowledge, give them access to the tools to help them better market and deliver their services, and provide them with a network of knowledgeable professionals with whom they can share information and resources.

An AM&AA chapter is a local resource for networking, education, marketing, developing professional opportunities, and thought leadership. Members are able to make face to face connections with each other, potential members and other alliance opportunities.

Chapter Committee Members

Jon Underkofler, AAMS, CRPC, CEPA

Alliance Bernstein

 As a Vice President with Bernstein Private Wealth Management I am responsible for working with clients and their professional advisor's to provide sophisticated wealth planning and investment strategies. I work with individuals, families, foundations and endowments to identify how Bernstein’s ca

Austin Buckett


BiggsKofford Capital

My goal is to ensure my clients and their businesses have access to the right financial tools and resources that will enable them to be successful.

Gary W. Craig

Vector Group Inc.

Gary Craig joined Vector Group, Inc., a boutique global consulting firm, in 1989 and serves as its Managing Partner and COO for The Americas and Asia. He oversees business development domestically and internationally.

William McCalpin

Capitalize Network  

 Capitalize Network is the only transitional consulting and M&A company exclusively specializing in 55+ business owners that guide the packaging and presentation of the company through the use of Team Leaders and Advisors to maximize the value of the client company, increase net proceeds and

Dan Pellegrino

The Forbes M&A Group

Dan Pellegrino, a Managing Director at The Forbes M+A Group, works with business owners to sell their business, grow through acquisition or raise capital. 

Brad Smith


Intrinsic Valuation LLC

Brad joined the Intrinsic team in December 2015. Prior to joining Intrinsic, Brad spent time in his 17 year career with a former Big 5 accounting firm, two local accounting firms, and working with high net worth individuals within the private banking unit of a worldwide private bank.

Steve Suneson

Coan, Payton & Payne,

Denver Colorado International Business Attorney | Colorado Corporate Lawyer