A Westminster-based financial advisory firm has named a new chief operating officer, a leadership move that matters locally because Townsend Retirement & Investment Advisors serves individuals, families and businesses from its Jefferson County-area base and is positioning itself for continued growth. The company said Anthony Schembri brings more than 30 years of experience in wealth…more
PNC says it has completed the conversion of FirstBank customers and branches in Colorado and Arizona, a change that matters in Jefferson County because Lakewood was named in the release and local businesses that banked with FirstBank may now be working directly with PNC’s larger network of business banking, lending and cash-management services. For companies…more
SHF Holdings, Inc., known as Safe Harbor, announced the appointments of Tyler Klimas and Sean Tonner to its Board of Directors, expanding the board from five to six members. The changes took effect on April 22, 2026. Klimas will hold positions on the Audit Committee, Compensation Committee, and Nominating and Corporate Governance Committee, serving as…more
Safe Harbor Financial reported a revenue of approximately $2.0 million for the first quarter of 2026, marking a 2.2% increase year-over-year. The company’s loan program income rose 55.6% to about $0.8 million, reflecting changes in their partnership agreements. Total operating expenses declined by 4.7% year-over-year, bringing them to approximately $3.7 million. As of March 31,…more
Black Lake Capital, an Evergreen-based private equity firm, has announced the successful exit of its portfolio company, A5, a premier digital transformation consultancy, following its acquisition by Accordion. A5 is widely recognized for its expertise in the Salesforce ecosystem, specializing in Configure, Price, Quote (CPQ), Revenue Cloud, and various CRM implementations. During its partnership with…more
Lakewood’s Economic Development Office said it is working with state and county partners to provide rapid response services for employees who could be affected by potential layoffs related to a WARN notice filed by PNC/FirstBank. The office said it has been in direct communication with PNC/FirstBank to better understand workforce needs and to offer support…more
Safe Harbor Financial has announced the launch of a new retirement solution specifically designed for the regulated cannabis and hemp industries. Known as the Safe Harbor Retirement Plan, this pooled employer 401(k) plan aims to provide state-legal cannabis businesses with a stable and compliant way to offer long-term savings options to their workforce. The introduction…more
Safe Harbor Financial has released its financial results for the fourth quarter and full year ending December 31, 2025, highlighting a significant restructuring of its balance sheet and a return to sequential revenue growth. The company successfully eliminated nearly all of its 18 million dollars in debt during the year. This transformation resulted in a…more
Jefferson County-based credit unions reported a wide range of assets in 2025, with 11 institutions appearing on a 2026 list ranked by 2025 assets. The updated list was released today by Jeffco BdB, which compiled data provided by the National Credit Union Administration. Premier Members Credit Union ranked first on the 2026 list, with 2025…more
Golden-based On Tap Credit Union has announced the appointment of Amanda Kutzler as Vice President of Member Engagement & Retail Operations and Neda Milani as Director of Lending. These leadership roles are designed to enhance the member experience and support the credit union’s growth. Tracie Wilcox, President and CEO of On Tap Credit Union, emphasized…more
Golden-headquartered Safe Harbor Financial has announced significant financial progress in a letter to shareholders from CEO Terrance Mendez. The company is now debt-free and holds over $6 million in cash, alongside a long-term agreement with a major customer expected to enhance cash flow by $10.5 million. Mendez highlighted that the company eliminated substantially all debt…more
Golden-based SHF Holdings Inc., operating as Safe Harbor, announced a 29% increase in average deposit balances within emerging U.S. markets over the past year, contributing to a total average deposit growth of 4.5%. These emerging markets now account for 31% of the Company’s overall deposit balances. This growth reflects Safe Harbor’s focus on high-potential markets,…more