Columbia Financial Advisors
Donna J. Walker, CFA, ASA
Principal
720 SW Washington Street, Suite 650
Portland, OR 97205-3508
djwalker@cfai.com
Phone: 503-222-0562
Fax: 503-222-1380
Areas of Specialization:
ESOP’s, Financial/Transactions, Valuation
Region of Practice:
East, Central, North, West, South
Fannon Valuation Group
Nancy J. Fannon
100 Commercial St., Suite 307
Portland, ME 04101
nancy@fannonval.com
Phone: 207-775-0511
Fax: 207-775-5101
Areas of Specialization:
Finance/Transactions, ESOPs, Valuation
Gelman, Rosenberg & Freedman
Walter Deyhle
4550 Montgomery Ave., Suite 650 North
Bethesda, MD 20814
wdeyhle@grfcpa.com
Phone: 301-951-9090
Fax: 301-951-3570
HLB Tautges Redpath, Ltd.
James Redpath
Officer
4810 White Bear Parkway
White Bear Lake, MN 55110
jredpath@hlbtr.com
Phone: 651-426-7000
Fax: 651-426-5004
Areas of Specialization:
Accounting, ESOPs, Valuation
Region of Practice:
Central, North, International
Houlihan Lokey Howard & Zukin
Louis A. Paone
1800 Tysons Boulevard, Suite 300
Mclean, VA 22102
lpaone@hlhz.com
Phone: 703-714-1725
Fax: 703-848-9667
E.W. (Sandy) Purcell
123 N. Wacker Dr., 4th Floor
Chicago, IL 60606
epurcell@hlhz.com
Phone: 312-456-4756
Fax: 312-346-0951
Areas of Specialization:
Finance/Transactions, ESOPs, Valuation
LaSalle Bank
Mary Josephs
Senior Vice President
ESOP Financial Services
135 S. LaSalle Street, Suite 1460
Chicago, IL 60603
Mary.josephs@abnamro.com
Phone: 312-904-8696
Fax: 312-904-0553
Ann B. McAloon
Senior Vice President
ESOP Financial Services
135 S. LaSalle Street, Suite 1460
Chicago, IL 60603
Ann.mcaloon@abnamro.com
Phone: 312-904-5530
Fax: 312-904-0553
Areas of Specialization:
ESOPs, Finance/Transactions
Region of Practice:
East, South, Central, North, West
Leonard, Street and Deinard
Steve Litman
150 South Fifth Street, Ste. 2300
Minneapolis, MN 55402
Stephen.litman@leonard.com
Phone: 612-335-1552
Fax: (612) 335-1657
Parsinen Kaplan Rosberg & Gotlieb
Jude Anne Carluccio
Attorney
100 South Fifth Street, Suite 1100
Minneapolis, MN 55402
jcarluccio@parlaw.com
Phone: 612-333-2111
Fax: 612-333-6798
Areas of Specialization:
ESOPs, Law
Region of Practice:
East, Central, North, West, South
RSM McGladrey, Inc.
Mr. Rick Klahsen
3600 American Blvd. West, 3rd Floor
Bloomington, MN 55431
Rick.Klahsen@rsmi.com
Phone: 952-921-7729
