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Key Bios

Our senior staff have owned, operated, built, and sold their own businesses, in some cases many, many times.  We have been CEOs of public and private companies, we have founded startups, we have bought distressed companies, chances are, if you’re facing it, we’ve seen it.  We’re different from many advisory firms because we have actual real world operational experience, and not just in big business – in small business too.  We understand the unique challenges and opportunities you see every day, and we believe we can help you get to the next level.















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Daniel L. Coury, Sr.

Chairman Emeritus

Phoenix, Arizona


Daniel L. Coury, Sr. is a well respected Arizona based businessman who has been chairman and CEO of both NASDAQ and OTC BB companies primarily in the technology sector. Mr. Coury has prominently served as a director on both private and public company boards and presently serves on the board of 4 companies. Mr. Coury’s board committee experience includes a term as the chairman of a compensation committee. Mr. Coury’s expertise is squarely centered on building shareholder value through clear concise communication to shareholders, investors, potential investors, and analysts through comprehensive investor relations programs coupled with operating companies that achieve high growth either organically or through acquisitions. Mr. Coury has successfully managed businesses across state lines as well as internationally and more recently has successfully negotiated acquisitions in the Far East, throughout the United States and Latin America. . These involved diverse industries such as; online marketing, telemarketing, real estate development, mortgage banking, cold storage & warehousing, transportation & logistics, mortuaries, cemeteries, aeronautical and automotive.



Jonathan M. Tullo

Managing Director

Phoenix, Arizona


Mr. Tullo is a Managing Director and now leads Belmont Acquisitions' private equity group. Mr. Tullo's direct private equity team is focused on acquiring cash-generating technology companies at attractive multiples.  Other private teams reporting to Mr. Tullo focus on troubled business assets and companies that, with management expertise and capital, can provide outstanding operating margins and growth. Our private equity group accepts no outside investment but will team up with "strategic partner investors". Initially, Mr. Tullo created and built the analytical and valuation division of Belmont Acquisitions. He has over 10 years of analytical, financial, and operating experience.  Before Belmont Acquisitions, Mr. Tullo was Vice President and Senior Analyst at a Phoenix area boutique investment banking and corporate consulting firm which had a significant private equity portfolio.  A seasoned Mergers and Acquisitions professional, Mr. Tullo has been involved in M&A transactions across many industries including software, technology, manufacturing, payments, advertising, and many others. Mr. Tullo received a Bachelor of Science degree in Management from the W.P. Carey School of Business at Arizona State University, and a Master of Science degree in Finance from the D'Amore-McKim School of Business at Northeastern University.



Jeffrey J. Goeson

Managing Director

Director of Technology Assessment

Phoenix, Arizona


Jeffrey J. Goeson is a Managing Director specializing in technology-based emerging and accelerating growth companies. In addition to his technology based experience, Mr. Goeson brings a "can do" attitude to maximizing the profitability of the business models of our clients through his extensive experience in various other facets of business management and sales.


As the Director of Information Technology and Director of Technology Assessment divisions for Belmont Acquisitions, Mr. Goeson and his team works very closely with the Valuation and Advisory Department in evaluating client information technologies, systems and databases.


Mr. Goeson brings over 20 years of experience in project management on domestic and international projects, complex database design and development, software design and development, complex security protocols including integration with the international CAP standard developed for MasterCard and other card associations, LEC billing algorithm and billing system design and development, Electronic Health Records (EHR) billing and records management systems and EDI design and development, various mobile and electronic payment processing and billing platforms and other new technologies. Mr. Goeson assists our clients in monetizing their technologies as well as providing Belmont with the “in house” valuation of the technologies. Mr. Goeson’s experience is invaluable for the entrepreneur whose technology needs to be monetized, patented, or copyrighted.



Robert T "Bob" Harvey

Managing Director

Dallas, Texas


Mr. Harvey sits on the credit and investment committee where he brings his specialized knowledge of start-up and early stage venture investing, and experience in the upstream (drilling and completions) of the oil and gas business.


Mr. Harvey is an engineering graduate of Georgia Tech. He has acted as a lead angel investor for

numerous start-ups and early stage companies, in industries ranging from wireless hardware, consumer products, biotechnology, and enterprise storage networking hardware, enterprise software, and enterprise data security. Mr. Harvey has advised and assisted in aggregating early stage capital for 14 different companies and secondary round financings for many others in excess of $80MM. Mr. Harvey has served on various boards of directors, including Chaparral Network Storage, Inc. where he was instrumental in creating an additional $13MM in value for junior preferred shareholders of Chaparral, when it was acquired by Dot Hill, a public company. He also was instrumental, as a Board Member, in a “company saving” bridge loan for a private wireless hardware company- before it was eventually sold to Sierra Wireless, a public company.


In biotech, Mr. Harvey was the lead investor for the first round funding ($18MM valuation) for a cancer immunotherapy vaccine company, that currently has a public market cap of $650MM on the NASDAQ.


In the oil and gas industry, Mr. Harvey has over 19 years direct E&P experience, as a licensed Texas and Louisiana Operator. He manages the daily operation of Harvest Petroleum, Inc, a Texas based independent oil and gas producer. Harvest Petroleum has been focused on drilling, completions, and field development for the past several years in the Permian Basin (West Texas) and Williston Basin (Bakken oil shale - Montana).



David L Mau


Phoenix, Arizona


David L. Mau is a Director at Belmont Acquisitions.  David has over 9 years in the equities research business and draws upon his extensive work experience in the technology, software, consumer products, and other industries.  His background includes finance, business development, product marketing and sales positions in various industries for over 30 years.  With this diverse background in hand, David is well equipped to understand how public companies can grow their businesses and avoid the obstacles that might impede their progress.  Finding workable investment ideas is a passion for David as he strives to bring value to his client audience.


David began his career with a BS in Electrical Engineering from University of California, Davis.



Jerjen Van Allen

Medical Analyst


Ms. Van Allen leads our Medical Due Diligence team. Her job is to analyze potential acquisitions, both for Belmont related companies, and our clients based on her Medical Certifications and hands on experience, including but not limited to: General Medical Clinic Practice, Home Health Care facility management, and Assisted Living Center operations and management.



Virginia Simsiman

Managing Director - Private Client Group


Virginia (“Gigi”) Simsiman is the director of Belmont’s Private Relationship Group. Ms. Simsiman is an international entrepreneur, investor and philanthropist with relationships that span the globe. As a motivational speaker and personality Ms. Simsiman has individually worked with over 17,000 of the world’s most successful people who work at and/or manage such well known enterprises as Target & Federated department stores, Allianz National Life and American Express and others. Through her successful coaching company “The Final Breakthrough” she has mentored clients by utilizing the Kolbe System®, DISC, and the Color Code as well as built a strong network of successful entrepreneurs and philanthropists. Through these relationships Ms. Simsiman has successfully raised nearly $1 billion dollars in capital for private entrepreneurs in Real Estate, Media, oil & gas, gold, sugar, scrap metal and other commodities, and innovative start up businesses or secondary round  financings  as well as various “not for profit” philanthropic endeavors. Co-Author of the book ”The Power of Mentorship for the Woman Entrepreneur”. Virginia Simsiman is part of the Alumni Association of California State University Hayward and donates much of her free time to philanthropy.



Nick Palumbo


Phoenix, Arizona


Mr. Palumbo brings a 22-year track record of success spanning over 30 start-up companies, and is an entrepreneur and visionary in every sense of the word. In addition to consulting, he brings extensive experience in mergers & acquisitions, has designed his own lead management system and has structured over $100 million dollars in projects since his career began. Nick also serves as CEO of Management Consulting Pro, where he is responsible for helping both national and international clients to reduce expenses in the area of telecommunications, energy, and federal tax liabilities. Mr. Palumbo grew Management Consulting Pro to $12 million dollars in annual revenues in the first year in business. Over the past 5 years, Mr. Palumbo consulted with executives at Groubal.com, founded EcommerceNational.com, launched a hosting business to support these clients, Rebranded TollFreeDeals.com to support call centers and mid-size carriers, founded BuyEnergyTaxCredits.com, founded GreenCoreFunding.com, founded ManagementConsultingPro.com, and founded two additional sites designed to help cities reduce their expenses and create long-term revenue streams.



Suzette Robello



Suzette Robello is a successful entrepreneur and financier with experience in asset based lending and real estate. Ms. Robello specializes in asset based lending transactions including commercial loans, public company stock loans, equipment financing and leasing, factoring, contract and/or purchase order financing, mortgages and other structured finance transactions. A secondary area of specialty is state and federal loans and grants for 501c3 entities. Since the near collapse of the financial markets and the scarcity of traditional sources of capital for growth companies Ms. Robello has successfully arranged non-traditional financings utilizing third party pledged assets and collateral enhancements coupled with equity for business mergers & acquisitions as well as REO portfolio purchases. Ms. Robello is a partner in American Financial and a member of the board of directors of Altria Community housing, Inc. a 501c3 corporation certified by HUD and has personally acquired and operated successful businesses in such fields as transport and logistics, real estate development, real estate sales, lending and promotions.



Richard J. Groeneweg



Richard Groeneweg’s specialization is in finance management, with 30 years experience in all fields of investment banking, Lending, capital formation, business management & mortgage banking. Private equity placements include the successful completion of a $25 million private placement for an e-learning company and many others. Mr. Groeneweg specializes in finding financial solutions in today’s tough economy.  Mr. Groeneweg has extensive experience with all types of securitizations including for loans backed by hard assets like airplanes and busses as well as financial paper such as credit cards, accounts receivable, residential and commercial mortgages.  Under Mr. Groeneweg’s direction Residential Resources, Inc. was formed to provide a vehicle for the formation of Asset Backed Securities. From its inception, RRI has issued nearly Three Billion Dollars of Asset Backed Securities, all of which have been AAA rated private placements. Mr. Groeneweg has done extensive work for Delaware’s Department of Insurance developing a program for the securitization of the assets under their supervision. Previously Mr. Groeneweg was the founder and CEO of Mid Valley Mortgage Corporation, which did retail and wholesale Mortgage Banking, with offices in Colorado and Texas. He also developed and implemented a secondary marketing program which the Federal Home Loan Bank Board in the Kansas Region, approved. Mr. Groeneweg has served as the President of the Colorado Mortgage Banking Association and many other associations.



R. Travis Groeneweg

Vice President- Business Development

West Region


Mr. Groeneweg heads up business development in the western region of the United States for Belmont, utilizing his diverse experiences to assist our clients to find just the perfect solution for the business or financial problems/opportunities their organization is facing. Mr. Groeneweg, who is a licensed insurance executive, was instrumental in establishing our proprietary unsecured business funding program, with its key man and buy-sell components, which allow Belmont to provide direct funding for companies when banks, finance companies, hedge funds, venture funds and factors are unable to approve loans or investments to our clients. As a licensed real estate professional and mortgage broker Mr. Groeneweg has represented buyers and sellers of distressed multi-million dollar portfolios of property and/or mortgage paper, as well as individual pieces of commercial property and development loans. Prior to his engagement with Belmont, Mr. Groeneweg began his investment banking career with a well known investment bank where he specialized in equity and debt placements for small to mid-sized companies, both public and private.



George “Burl” Outlaw

Managing Director

Dallas, Texas


George “Burl” Outlaw has over 30 years of high level marketing & entrepreneurial experience. Since Belmont's focus is to enhance your “top” line as well as your bottom line, Mr. Outlaw is uniquely qualified to do both. At 25, Mr. Outlaw founded his first company, GolfAmericard, which provided golf amenities at over 700 golf courses nationwide. Building on those relationships Mr. Outlaw joined G. Loomis where he spearheaded their gold shaft products business creating a well-known brand with triple-digit growth. He signed over 47 PGA players to use Loomis shafts while on tour  and signed agreements with the biggest golf equipment companies; PING, Titlist, Cobra, Taylor Made and Adams Golf to name a few. Within this sports marketing space he has represented Steve Jones (the 1996 U.S. Open Champion), as well as other professional golfers. He then merged his company with International Sports Marketing of Indianapolis, Indiana, which interest he later sold. Next he funded an Indy Racing League (IRL) team for four years and a NASCAR Winston Cup team for two years.  In addition to his marketing successes Mr. Outlaw has raised over $100 million dollars for small cap companies, advised on the initial public offering of numerous companies including Cycle Country Accessories (American Stock Exchange symbol: ATC) and has extensive dealings in affinity marketing.



John Allen

Finance and Accounting

Detroit, MI


Mr. Allen is the Corporate Controller for Belmont Acquisitions. An accomplished and energetic financial controller/business administrator with a successful history of achievement in business management in several industries including telecommunications, software development and retail sales. A motivated leader with strong organizational and prioritization abilities. Areas of expertise include accounting, asset management and communications. John served as the Financial Controller for iTeknik Holding Corp. and its subsidiary companies, Send Global Corp. and TeleCents Communications Inc. for 16 years.  He provides Belmont companies services to prepare, examine and analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness and conformance to GAAP reporting and procedural standards. Also preparing financial statements to conform to SEC standards for publicly held companies, maintaining and examining records of stock transactions and transfers and managing inter-company accounting.



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