Small Business Coaches

Business CoachesGet assistance and expertise through the Colorado Small Business Development Center (SBDC), which provides free one-on-one coaching within Mesa County and surrounding regions by appointment.  We have:

  • Free, one-on-one coaching available by appointment.
  • Access to management, technical and other professionals who can apply their expertise to assist you.
  • Focus on your business progress with the aid of your own “Business Coach.”
  • Learn how to avoid common pitfalls in starting, growing, buying, or selling a business.
  • Discover new ways to improve your business marketing, accounting, manufacturing, customer service or administrative functions.
  • Assistance in establishing realistic business goals and objectives.
  • Free loan coaching to help you with your overall business financing plan, including loan packaging assistance, SBA and other government loan considerations, and expert advice on how to approach a lender.

Register for Coaching Outside Mesa County? Click here to find an SBDC near you. Become a Small Business Development Coach Small Business Development Center If you would like to become an SBDC Coach, and feel you have the necessary background, please click the Become a Small Business Development Coach button above, FAX it to us at (970) 241-0771 or scan and e-mail, and we will contact you.

Meet our Coaches

To decide on which coach you’d like an appointment with, click on the + symbol for a short bio on each coach, or call 970-243-5242 and we can schedule you with an appropriate coach. STAFF COACHES

Julie Morey - Management, Start-up, Strategic Planning

Julie MoreyGoogle Profile LinkedIn Profile Raised by an entrepreneur in Moab, Utah, Julie grew up around family-owned businesses including skating rinks, sanitation services and telecommunications companies. She obtained her business degree through Mesa State College’s School of Professional Studies, has owned two businesses and has been Director of the Grand Junction Small Business Development Center (SBDC) since 1995. Julie was recipient of the Colorado Small Business Development Centers State Star Award in 2009 and her program ranked number one in economic impact among the 14 Colorado SBDC programs in 2012.  

Annalisa Pearson - Management, Marketing, Business Start-up, Food Related Business

Annalisa PearsonAnnalisa Pearson is a Program Manager at the Business Incubator Center in Grand Junction, CO.  She has been with the organization for over 15 years.  She is involved in fundraising, marketing and manages the shared-use commercial kitchen.  Annalisa obtained a Baccalaureate Degree in Business Administration at Mesa State College School of Professional Studies in 2000 and is certified by the Small Business Development Center for coaching and instructing Leading Edge and Tilling the Soil training.  She has retail management experience and an extensive background in the food processing industry, including Acidified Food Certification by the FDA and is qualified to perform  AAOC pH Testing.  She participated in a Spanish language emersion program in Manzanillo, Mexico. Linkedin Profile

Helen Roe - Bookkeeping, Management, Finance

Helen RoeAfter more than a decade of experience as a serial entrepreneur on the Front Range, Roe moved to Grand Junction and went back to college, graduating Summa Cum Laude from Colorado Mesa University with a BBA in Marketing and a BS in Accounting. After an internship at the Business Incubator Center, she knew it was where she wanted to be, and she jumped when an opportunity for employment opened up. Now a Commercial Lender with the Loan Fund of Mesa County, Roe is also part of the Incubator Management team, and a Small Business Coach specializing in accounting and finance. Roe’s professional certifications include Team Leader/Economic Gardening, Colorado NxLevel business planning instructor, 2011 SBDC Counselor of the Year, and just for the heck of it, forklift operator. Roe is also a member of the Mesa County Executive Fair Board, and on the Advisory Board of the Grand Junction Housing Authority Family Self-Sufficiency program. “The most rewarding part of my job is sharing their challenges and the achievements while assisting start-up and expanding businesses overcome the hurdles of creating a successful and sustainable business.” LinkedIn Profile 

Terri Benson - Writing, Publishing, E-books, Patent Basics, Enterprise Zone Tax Credits

Terri-B-2014Terri is life-long resident of Grand Junction, a published novel-length fiction writer, award winning short story writer, contributor of non-fiction articles to a variety of newspaper, magazine and e-zines, familiar with traditional and e-book publishing processes, and writes business and marketing plans. She has applied for and received a provisional patent and understands the basic processes needed to pursue patenting and intellectual property. Terri has owned and operated a retail store, a landscape design and installation company, and a holiday decorating franchise. She understands cashflows, business and marketing plans, and the importance of working through the questions and getting to the answers as early in the start-up process as possible. Her motto: Carpe diem and see what happens next.

VOLUNTEER BUSINESS COACHES
Jeff Parker - Finance, Business Start-up

Jeff Parker Jeff has worked locally in commercial banking for 28 years, with the responsibility of managing business banking relationships, serving customers through a full range of banking products and services. Emphasis was in lending to small and mid-size businesses in industries such as service, retail, manufacturing and construction. During his banking career, he presented classes and seminars for the benefit of customers, small business owners and other bankers, including the basics of small business financial management, reasons why businesses fail and the formation of sound construction lending policies. He currently works for High Performance Consulting, Inc. a small Grand Junction firm founded to provide profitability analysis for community banks throughout the country. His emphasis is in all aspects of a bank’s loan operations. Jeff has a B.S. in business from Colorado State University, is on the Board of Directors for Mesa Developmental Services, and have been on the business advisory council the past 16 years for that organization’s employment subsidiary, Spectra Enterprises.

Harvey Tashiro -Marketing, Agriculture

Harvey TashiroDuring his career, Harvey has worked in hotel sales and marketing, started his own business in marketing and advertising which specialized in hospitality industries and tourism in the Rocky Mountain region. His clients included hotels, hotel property management companies, resorts, community convention and tourism bureaus and chamber resort associations. He developed marketing plans and budgets, conducted focus group testing, market research, database management, occupancy analysis, media research and buying, creative development and marketing budget control. Harvey’s “retirement” career is raising organic peaches, where he’s had fun applying different marketing approaches for his niche market.

Kathy Reed - Strategic Planning, Management

Kathy ReedKathy has worked with many businesses, from start-ups, to multinational consulting firms, and all sizes, from small to Fortune 100 companies, and government agencies. Her strengths are in assessing situations, developing alternative plans to reach stated goals, and developing strategic and tactical steps to implement the chosen plan. Her experience includes developing and implementing new marketing strategies, implementing new banking plans, overseeing staff training, planning special events, writing proposals and business plans, serving as a sounding board for small business owners, and developing both Federal regulations and regulatory compliance programs. She has owned a consulting business since 1995, is an Adjunct Professor for both Colorado Christian University and Colorado Mesa University where she teaches business and environment classes, respectively. Kathy serves on the Mesa County Air Quality Planning Committee, and volunteers as a National Ski Patroller at Powderhorn Ski Resort. With dual Masters, in Business Administration (Duke) and Environmental Management (Nicholas School of the Environment), an undergraduate level major in biology, and a second, unrecognized major in business and a minor in geology, she knows a lot, about a lot. Kathy’s motto: Try to make a positive difference everywhere you go

Charlie Trussell - Accounting, Business Start-up, Strategic Planning

Charlie TrussellCharlie’s experience is as a Certified Public Accountant, VP- planning for a major conglomerate, and he has extensive general management experience in retailing and construction. He enjoys helping entrepreneur’s effectively plan and structure businesses. His motto is: Get ‘er done!

Sam Sasuras - Finance, Business Start-up, Agricultural Lending

Sam SasurasSam is a Colorado native. After serving in the Marines, he finished college and began a 38 year long career in banking, as a commercial loan officer and managing ag loans, and later as president of a number of banks ranging from a dozen employees up to 350. He working in affordable housing, and with the Governor’s Office of Economic Development and International Trade. He is a past president of Rotary, has served on various boards and commissions, and volunteered for Forum 500. Sam enjoys volunteering because it gives him the opportunity to use skills from past careers: perusing business plans and coaching, and allows him to meet and interact with new people. Sam’s motto: Keep busy & enjoy life.

Nancy Murphy - Marketing: Strategy, Branding, Consumer Behavior, Research, Product Mapping, Distribution, Pricing

Nancy Murphy Nancy is a forward-thinking marketing executive with a 30-year track record of successfully increasing sales and revenue by creating effective strategies in the for-profit and nonprofit arenas.  She has created and executed effective marketing strategies; built and managed strong brands; and developed and led high-performance teams in a variety of industries.  As the owner of Inertial Combustion LLC, she provides entrepreneurs across the nation with foolproof tools and coaching to navigate the road to success with confidence and ease. Her business background includes small local organizations to large global companies– from Chaco, Inc. in Paonia and various Mesa County businesses to large global companies including BMW USA, Volvo Cars of North America, American Express, Sprint, the Benetton Group (Italy), and the Atlanta Committee for the Olympic Games, as well as nonprofits including the Santa Fe Opera and the Van Cliburn International Piano Competition.  She has managed marketing budgets ranging from $1,500 to $15 million. She holds an MBA from the Kellogg School of Management at Northwestern University and an International Coaching Federation (ICF) professional coaching certification, as well as certifications in in NxLeveL® for Entrepreneurs and NxLeveL® Tilling the Soil. She has served as an adjunct professor in the business department at Colorado Mesa University (CMU) and the marketing department at Texas Christian University (TCU). Nancy has a passion for all things business. She volunteers at The Hive in Paonia and at the Grand Junction Business Incubator, where she also serves as a business coach and facilitates workshops including the Leading Edge business planning class. A former member of Toastmasters International, she speaks to groups regularly about economic and personal empowerment. In addition, she develops and delivers mindset, creativity, and empowerment workshops across the country for women in leadership roles.

Lois Dunn - Real Estate, Financing, Management

Lois DunnLois grew up on a ranch in Arizona and loves life in Western Colorado. Her career includes accounting; her profession is in real estate. She likes working with investors and helping clients with identifying property, financing, management, & improving their portfolio. She serves on the Board at the Grand Junction Chamber, representing 1,000 businesses, and feels it’s a pleasure to work on behalf of start-up and expanding businesses. I serve as a chairperson of Government Affairs for Grand Junction Realtors. She enjoys meeting with entrepreneurs with new ideas and helping them determine where they are in the planning process of their start up business expansion. Her motto: Look like a girl, act like a lady, think like a man and work like a horse.

Nina Anderson - Compensation Strategy & Implementation, Recruiting, Screening, Testing, Interviewing, Employee Relations, Performance Coaching

Nina AndersonNina has a degree in Human Resources through Regis University and her 20 years of experience in the industry includes working with retail, manufacturing, medical device development, and residential and specialty commercial construction. She is currently a board volunteer for Grand Junction Chamber of Commerce, Mesa County Women’s Network, and recently voted to serve as Western Colorado Human Resources Association President for 2010/11. She is committed to supporting the development of new workplace entrants that are prepared to enter the workforce with the requisite knowledge, skills, abilities, and attributes in order to engage in endeavors that will be required in their respective occupations. Specialties: Compensation strategy design and implementation. Recruiting, screening, testing, and interviewing. Employee relations and performance coaching.

Matt Mayer - Prototypes, Intellectual Property, Venture Capital

Matt-MayerMatt has developed and participated in numerous go-to-market and product development enterprises across a wide variety of businesses ranging from start-ups to Fortune 100 companies, including founding and CEO of AVEX LLC, a medical device company. In this role, he raised over $6 million in grants, loans and equity financing. His experience includes President and CEO of Save More Resources, Inc. (“SMR”), a software and utility data management firm, a management consultant with McKinsey & Co in Silicon Valley and Chicago, and a consultant with Accenture, and a financial analyst with Leasetec, Inc. He has an MBA from the University of Chicago Booth School of Business, and a Bachelor of Science in Business and a Bachelor of Arts in History.

Monty Rutherford - Lean Manufacturing

Monte-RutherfordMonty’s background includes Regional Director/Western Slope for the Colorado Association for Manufacturing and Technology, Account Manager for the Colorado Association for Manufacturing and Technology (CAMT), Chairman of the Manufacturing Advisory Committee, member of the Joint Advisory Council for WCCC and Chair of the Region VI School to Career Council, and 30 plus years as a manufacturing consultant. While he has consulted to Fortune 500 manufacturers across the U.S, his focus now is to help small manufacturers on the western slope of Colorado stay in business and become competitive in an international market. His education includes: Purdue University, Mechanical Engineering, 1975, Community College of Denver, Computer Science/Business, 1981, University of Colorado, Computer Science, 1983

Josh Siler -Software Engineering, Internet Technology, Venture Capital

Josh-SilerJosh Siler is an experienced software engineer and internet entrepreneur with a passion for business and a desire to give back to the community by helping new businesses get off the ground. He’s excited to be able to share his experiences with creating business plans, building initial products and getting a company off the ground. He has extensive experience with online marketing, IT and software development. Last year Josh started a new business, Hiring Thing, which included the successful closing of a $1M funding round in March of 2012. Hiring Thing is recruitment management software that helps companies post jobs online, manage applicants and hire great employees.

Greg Aggeler - Accounting, Finance, QuickBooks

Greg-AggelerA resource for accounting and tax issues ranging from routine assistance to challenging or emerging problems. Years of executive level experience in public accounting, industry & not-for-profit organizations.

Mark McDermott - technology, design, manufacturing, new product development, business management

Mark Feb 2015 Mark has 30 years of experience in managing and leading high technology design and manufacturing organizations supporting the aerospace and defense industry. He has experience across all business areas with expertise in new product development, business development, customer relationship management, production operations, financial management and employee talent development. Through his experience, Mark is able to identify successful operational execution strategies and deliver practical, hands-on approaches that achieve business success. Mark has a B.S. in Physics from UCLA.  In 2013, Mark successfully launched his own consulting business bringing strategic planning; business development; and operational planning/ implementation expertise to startup companies, small businesses and large organizations.  He and his family have recently relocated to the Western Slope to start their own organic farm and to make a positive impact to the lives of their children and surrounding community.

 
Bruce Skalicky

Bruce’s banking career began in 1969. After spending over 15 years managing bank operations, he moved into commercial lending. Along with commercial and real estate lending, his 30 years in banking includes time as a loan administrator, special assets, and bank compliance. He spend over 5 years as a member of a bank board of directors. Through the years, Bruce has been a member and officer of various community boards of directors, including the American Red Cross and Hilltop Health Services Corp. Being a financial adviser for borrowers is a passion for Bruce. Each borrower brings different strengths, challenges and goals. His diverse background contributes to helping small businesspeople create effective business plans and successfully manager their business.

Gary Schroen

Gary Feb 2015 Gary has worked for a variety of companies, ranging from small companies to very large corporations.  His work experience includes general ledger accounting, cash flow projections, budgeting, product cost analysis, strategic and operations planning, and operations analysis and improvement. He has a Bachelor of Arts degree in Personnel Administration from Michigan State University and Master of Science in Accounting from Central Michigan University and is a Certified Public Accountant.

 
Pat Morehouse

rsz_pat_morehouse_copy Pat holds a BBA with a Human Resources emphasis from the University of Alaska-Fairbanks and an MBA from Mesa State College (CMU). Her professional experience is in human resources, operations and customer service. She is currently enjoying her retirement career as a business department instructor  at Colorado Mesa University and the volunteer coordinator for Mesa County Libraries.

Thane DePeuy

thaneThane’s expertise includes HR (interviewing, hiring/firing, handbooks, and workers comp), collection issues, compliance with state and federal regulations, inspections, business plan review, business operations and management, and startups.