the SCORE Counselors
Updated April 22, 2015
Appointments: (208) 334-1696
www.treasurevalley.score.org
380 E. Parkcenter Blvd., Ste. 330, Boise
● ACKERMAN, MARTIN - Currently the owner of a retail business that is also part of a franchise system. Martin
●
●
●
●
●
●
spent twenty-seven years in high-tech research and development, manufacturing, and marketing as both as an
engineer and engineering manager. He has extensive experience managing all phases of product definition and
development, mostly in the software area, as well as a project and people manager.
AYCOCK, BRODY - 12 Years experience as a small business manager. 12 Years experience in sales &
installation in remodeling and new construction with a focus in flooring. 10 Years experience in small business as
an owner of multiple businesses from Audio Video sales and installation, Digital Signage, Electronics repair,
Flooring sales and installation, and a rug manufacturing facility. 10 years experience in Multi Media Engineering at
Utah Valley University. He is the Inventor of the Tubular Thread Seal which has a utility patent pending.
BALIS, JIM - 17 years managing and turning around distressed companies. Employed by financial institutions
with borrowers experiencing cash flow challenges. He has worked in numerous industries (from hospitals to
transportation), but specializes in the restaurant business. He currently owns a national crisis and turnaround
management firm, which focuses on restaurant companies, and a pizza restaurant in Boise. Other areas of
expertise include funeral homes, health clubs, hospitality, car dealerships and commercial real estate. Jim is also
a licensed real estate agent in Idaho and the only Certified Turnaround Professional in the state of Idaho.
BALLANCE, ELVIN - Thirty-eight years as an electronic maintenance technician in US Government Agencies.
Thirty-one years maintaining office, communication and data collection systems in National Weather Service
Forecast offices. Ended career managing electronics staff in Montana. Training in OSHA safety, telephone,
computer, radar and broadcast systems. Has held FAA Commercial Pilot, Instrument and Flight Instructor
Ratings. TaxAide counselor for AARP including site coordinator.
BECKERT, NORM – Twenty-six years with Boise Cascade as Director of Corporate Procurement. Expertise in all
aspects of purchasing and materials management. Strong engineering and manufacturing background.
Experience with energy, logistics, inventory management, manufacturing, engineering and construction.
BLAKELY, MARK – Retired from KGHM International as Chief Project Officer, has forty years of experience in
the minerals resources industry. His resume includes a wide variety of management positions working on
domestic and international assignments with both publicly held and privately owned companies. His employers
have included resource business owner/operators, engineering and technical consultants as well as operating
services providers and contractors. Mark’s experience in engineering and operations management, strategic
planning, business development, and executive level leadership gives him a unique overview and perspective for
developing and growing successful business opportunities. His mentoring and consulting skills are applicable
from initial business feasibility evaluations on to business performance assessments, team/organization
structuring and facilitation as well as strategic planning and business model validation.
BOYER, BILL – Bill joined the consulting staff of Region III, Idaho Small Business Development Center, in
November 2012. Bill began his career in sales working for Bank of America and Motorola. Bill worked in seven
states throughout the west and eventually settled in Alaska as a district sales manager for Motorola. Selling
communications products and systems to state and local governmental agencies, developing sales teams by
designing and implementing compensation plans, objectives and metrics gave Bill ample skills and experience to
start his own business.
After leaving Motorola, Bill purchased the Boise, Idaho Snelling and Snelling personnel service franchise.
Through the years, Bill opened three offices, employed thousands of temporary employees and recruited
executives on a national level. Bill also designed and wrote, with the assistance of a computer application
programmer, a computer application and established a customer base for TempCalc, software to calculate
complex temporary employee pay rates and customers bill rates.
the SCORE Counselors
●
●
●
●
●
●
●
●
●
●
●
●
●
Updated April 22, 2015
After 16 years, Bill sold his business in 2006 and has volunteered for SCORE, non-profit conservation
organizations, sportsman’s organizations and Idaho pilot organizations. He built and then sold a new company
that helps senior citizens install safety home modification equipment to enable them to remain in their homes for
longer periods of time.
Bill has over 20 years of experience in starting and managing small businesses and working with clients both
locally and regionally. He has a Bachelor’s Degree in marketing from Boise State University along with numerous
employment/staffing/recruiting and home modification industry certifications.
BUNNELL, DEAN - Serial entrepreneur with over 35 years of local/global business experience with Mitsubishi,
MAXTECH, Vertex Communications, Fleet Energy, and INDIGO Biosciences. Enjoy working with entrepreneurs
and small businesses to help develop business plans, help create strategies, and assist with solving problems.
CHORLTON, ANDREW – Career in electronics, telecommunications and semiconductors in Europe, Asia and the
U.S. Expertise in marketing and sales, contract negotiation, strategic planning, forecasting, product line
management.
CHURCHILL, DAVID – Long career w/Fortune 500 energy company. Graduate of Oregon State University with
a Masters in Mechanical Engineering. Management of projects, design services and construction services.
Managed construction and operation of large process-automation and control systems in a multicultural, foreign
location. Russian language skills.
CLUCAS, LARRY - 10 years City Manager of City of Umatilla, 30 years banking experience as branch manager,
loan administrator and loan officer. Expertise in banking, budgets, business turnarounds, government contracts,
start-ups and business plans.
DAVIS, RAYMOND – Recently retired as a Forensic Scientist from the Department of Justice DNA Laboratory in
Richmond, California. Private practice for thirteen of those years in Seattle, Washington. Raymond currently
trains forensic experts how to survive and thrive in the courtroom. Communication expert, interviewing skills
training, resume preparation, and public speaking. Restaurant management experience.
DUNCAN, CARLOS - President Duncan Properties, 3 years as a Business Development Specialist/Project
Director with SBA PRIME. Business Development Grant Program, 8 years experience as an employee benefit
broker, 18 Years experience in restaurant industry including management, marketing and new store openings.
Shipping and receiving with regional grocery store. Director to consumer sales experience including
establishment of a Spanish language call center.
EGGERS, CLAUS - Thirty plus years of hospital administration and medical business development. Areas of
expertise are acquisitions in medical practice and health care management, physician recruitment, strategic
planning, materials management, food services, housekeeping and clinical services.
ELLSWORTH, AARON – Created, owned and managed several small to mid-sized companies in manufacturing,
e-commerce and internet publishing. Developed and marketed many product lines direct to the consumer, online
as well as wholesale to over 15,000 stores from small businesses to the largest retailers in the U.S. Expertise in
internet marketing principles such as SEO, SEM, Social Media, etc.
FRANCIS, TERRY - has 30+ years of business experience in international sales, marketing, and finance in an
array of industries. He has owned Ally Consulting since 1995 and applied my experience in assisting small to
medium business with a broad range of business issues from start-up to re-definition
GRAY, JASON – CPA, MBA, and partner at JG CPAs, LLC. He has provided professional audit services related
to SEC filings, carve-out financial statements, acquisitions, non-profit organizations, and pension plan audits. He
has advised on many transactions and provided both tax due diligence and tax structuring advice for several
businesses.
HEEREN, ERIKA - Proficient in all aspects of daily business operations with a marketing focus – including, but
not Limited to: Brand strategy, copywriting, as well as media and community relations. Experienced in building
and maximizing social media presence utilizing Facebook, LinkedIn,Twitter, Yelp,
and Google outlets. Well versed in web maintenance in a WordPress, HTML, and HTML5 setting.
Expert handling using Adobe Design software including Photoshop, InDesign, Illustrator, Dreamweaver.
HICKMAN, MARILYN – Extensive experience in the banking industry including small & minority business
development and small business loans.
HIGGINBOTHAM, JAN – Real estate broker, consulting, mediation, credit collections, contracts, sales and
marketing.
the SCORE Counselors
Updated April 22, 2015
● JENSKI, LAURA - Formerly Vice President for Research, University of South Dakota (grants and sponsored
●
●
●
●
●
●
●
●
●
●
●
●
programs, technology transfer, animal welfare, human subjects protection, other regulatory compliance) Head of
Biological Sciences, Marshall University (faculty and staff development, academic curricula, budgeting and
fundraising, student affairs)
Was faculty member at the following universities: University of Cincinnati (Children's Hospital Research
Foundation), Indiana University - Purdue University Indianapolis, Marshall University, University of South Dakota
PhD in Oncology (University of Wisconsin), postdoctoral training in Immunology (University of Wisconsin)
JONES, DAVE – Over 20 years in the hotel and restaurant business with Westin Hotels and Fred Harvey Hotels
with several years in development, design and hotel/restaurant construction. Over 30 years as an active real
estate broker in California and Idaho. Longtime real estate investor. Currently owns Jerry’s State Court Café.
Active at restaurant as counselor and financial auditor.
KAISER, GARY - Over forty years experience in accounting, budgeting, cash flow management, and internal and
external financial reporting for small and large businesses. Bachelors and Masters degrees in Finance and
Accounting. Certified Management Accountant (CMA).
KIM, GUY -Guy has been working with Wells Fargo for over 4 years that span areas of now business banking,
consumer (retail) banking, and relationship management. I currently work closely with business owners of various
sizes in the Treasure Valley to help increase efficiencies, increase cash flow, educate best financial practices, and
advise them on helping their business succeed financially. I received my MBA in Finance and International
Business in 2012 from Chapman University in Orange, California. I also completed my undergraduate degree in
business and finance from Boise State University in 2010.
KLOKKE, KARL – Karl was the president and CEO of a major local building general contracting company with
up to 70 employees and $16,000,000 of annual contract volume for 18 years. He also has been president of a
real estate holding and management company for 30 years, involved in real estate development, as well as in the
management of three building service businesses. Karl will have an MBA from Boise State in May.
MARTIN, TONY – Formerly a Sr. V.P. with Wachovia Securities, experience in business finance, management,
marketing, budgeting, business plans, and financial analysis.
MATHEWS, JOHN – Formerly a general manager and senior operations executive with over 30 years of
experience in the computer and semi-conductor capital equipment industry. Particular areas of expertise include
the launching of new product lines starting from engineering development and market planning through
manufacturing and initial sales introduction.
MAY, SUSAN – 30+ years of experience in all aspects of Human Resources. Responsibilities have included
managing a large team of HR staff, global training and leadership development, including succession planning, for
a large multi-national investment-management company, hiring and recruiting, organization design and
development. Is active in support of and is a member of local theater and opera organizations, and is both a
SCORE and Boise State Venture College advisor/mentor and member of Idaho Women's Charitable Foundation.
MCLEAN, ROD – Former President of Stickley Fine Upholstery, a division of Stickley Furniture. Prior to that he
was the President and COO of Harden Furniture, Inc. Both companies are century-old, family owned
manufacturers of fine quality case and upholstered furniture for the residential and commercial markets. His
groud-up experience includes manufacturing, customer service, human resources, ERP system design, product
design, product development, sales, marketing, P&L oversight, and corporate planning and strategy. Over the
years he was responsible for the start-up of 4 corporate subsidiaries. All involved the development of new
markets, new product categories, and new manufacturing facilities and processes. All were separate profit centers
with P&L accountability. He has also owned, started and managed 2 companies which were unrelated to his
furniture career. Both involved products which he designed and patented.
MCINTYRE, STEPHEN - 40 years of technology program and project management, international organization
management, proposals and technology marketing to large scale clients. He also developed a small consulting
and programming business.
MILLER, ROBERT – Bob is a retired attorney. Specializes in real estate, construction and business law.
Experience in small cattle ranching/farming, home health care, upholstery, and state government.
MONTAGUE, ROY – Founder of several small-manufacturing businesses: springs, metal stampings, precision
sheet metal products, plastic trays. Selected Oregon ’s Small Business Person of the Year for 1987. Keen
interest in employee and customer relations. Active in developing commercial investment property.
MOON, GRETCHEN – Thirty years in bookkeeping and data processing, twenty years in accounting and
the SCORE Counselors
●
●
●
●
●
●
●
●
●
Updated April 22, 2015
computerized accounting conversions and installation.
MOTT, WALT - Walt Mott has a broad background in education and in business. He has been employed by
several fortune 500 companies where he developed technical and managerial skills and has owned several
companies as a partner and as a sole entrepreneur. He is recognized for his abilities to grow companies to
financial success and was instrumental in helping grow a small commercial real estate investment firm to national
prominence with revenues exceeding $800 million. He has managed over 13 million square feet of commercial
real
estate
and
has
solid
experience
in
commercial
development.
He holds AAS in Computer Science, a BS in Forest Management, a BA in Accounting and an MS in Finance and
Economics. He has been a board member on numerous boards of directors where he has chaired a
compensation committee and has held the title of CEO for a private REIT and COO for a national real estate firm.
Over the years Mr. Mott gained technical training and educational experience in Human Resources and was VP
of Human Resources for 15 years setting policy and compliance goals/procedures and creating employee benefit
packages such as a 401K and section 125 plan where he was the designated agent. His experience also
transcends from technical accounting responsibilities where he has been an operational accountant responsible
for company accounting processes and financial statement preparation to a tax accountant. He has also been
very involved with community volunteering and contribution efforts and is the past State Chair for the American
Red Cross of Idaho Disaster Services. Mr. Mott is a family man with a wife, four children and nine grandchildren.
MURRAY, RICHARD – Rick is a trained mediator and arbitrator with primary experience in commercial and
contract law, was a former director of a health care institute, has experience in human resources, as an educator,
consulting, mergers and acquisitions, legal, strategic plans, business plans and business turnaround.
OWCZAREK, ANDREW - Over 40 years of business project and process management & consulting for a broad
scope of businesses - e.g., distribution, manufacturing, wholesale, food service, restaurants, retailing and service
related - ranging in size from start-up to $4 Billion +, involving among others the disciplines of engineering,
marketing, human resources, strategic planning, finance, legal, and sales; Board member, various for Profit and
non Profit organizations.
REGER, JOE – Owned and operated three franchise lease-to-own stores in the Treasure Valley for 10 years.
Owned two rent-to-own stores in Spokane, WA for 4 years. Started and operated a CPA firm in Spokane WA for
10 years. Controller for Kaiser Aluminum rolling mill, forging plant, sheet mill for a total of 15 years. Worked at the
US (Reger, Joe cont.) GAO.
SHERMAN-LABRUM, KIM - Kim has worked at the Idaho SBDC offering administrative support since 1998 and
managing the training program since 2002. Over the years, she has taught classes on a variety of business and
technology topics as well as coordinating instructors for the SBDC’s training program. Recently, she became an
associate business consultant specializing in graphic/web design as well as social media marketing. She is one of
two certified HP LIFE (Learning Initiative For Entrepreneurs) instructors. She holds a B.A. in Graphic Design from
Boise State University.
SCHAFER, TOMAS – Over 35 years in business ownership: package liquor store, wholesale distributor,
upholstery & woodworking. Convenience store management experience and expertise in consulting to small
businesses and startups.
SHUFF, FRANK – Experience in retail management and photography. Owned and operated two car washes.
Started and developed a local moving company over a period of 20 years servicing the greater Boise area.
SMITH, DONALD – 30 years in information technology, business systems, operations, process, and
consulting. Experience also includes marketing, service businesses, business start-up, business growth, and
buying or selling a business.
WEEKS, JEFF - Co-owned and operated a sewage sub contracting company, audio studio, music production
company. Sales manager for an oil and auto parts wholesaler and freelance artist for auto magazines and music
related literature. Senior Claims Adjuster for an Extended Warranty Co. Owned, operated a multi-line insurance
agency, which reviewed and administered buy sell agreements to small to mid size businesses. Coached
independent sales professionals with marketing and sales techniques. Currently sells software.