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The Direct Commercial Finance Network for CPAs

CPA FXG allows CPAs, EAs, and Accountants to originate commercial loans for their clients, and earn a commission in the process!

You can help your clients get the commercial financing they need, and in turn, generate new revenue channels for your practice some of which is recurring.

Click the button below to get started, and a CPA FXG representative will contact you shortly.

CPA Financial Exchange Group 

David R. Tucker, CPA is the Founder and Lending Manager of CPA Mortgage Services LLC, a Utah Residential Mortgage company. He is also a CPA and the president of Tucker Thereur and Co, a Certified Public Accounting firm in Salt Lake City.

Dave has some 37 years of public accounting, with extensive experience with small business. He is an expert in business and personal tax preparation. He has been originating loans for more than 25 years. Dave graduated Cum Laude from Brigham Young University-Hawaii, is licensed by the State of Utah to practice as a Certified Public Accountant, is a member of the American Institute of Certified Public Accountants and is a licensed Mortgage Broker in the State of Utah.


CPA FXG allows tax and accounting professionals to introduce their clients to direct commercial finance products. 

As a trusted advisor, you don't have to watch your clients stumble around in search of a bank, credit union, or other financiers who might, but often can't,  provide your clients with their commercial financing needs. 

By accessing our network, your clients now have access to more financing options than any single bank in the country.  Whether it's a $450,000 business line of credit, a $6 million SBA loan, converting  Accounts Receivables of $ 100, 000 a month into cash, or a $38 million real estate loan, CPA FXG has the products and relationships your clients need to succeed.

With CPA FXG, your clients benefit because they can easily and quickly receive the commercial financing they need while working with their most trusted advisor. 

You benefit in two ways; you can better serve your clients by giving them access to products they actually need, and you will drive additional revenue to your practice.

Headquartered in Salt Lake City,  CPA FXG is The Direct Commercial Finance Network for CPAs, founded by CPAs.

About Our Management Team

Rick has extensive experience in small business Management and Leadership. He has founded several Organizations and has counseled with hundreds of clients on a wide range of topics from small business consulting to financial management.

Rick continues to consult with a handful of high-potential small business clients. He is also dedicated to the success of American Patriot Service Corp, a public charity which assists war-time veterans. CPA FXG actively encourages our members to support the veteran community by giving to this charity. Start by visiting apscnp.org. He graduated Cum Laude from the University of Utah School of Business.

Bob has over thirty years of legal experience, specializing corporate law, commercial transactions, contracts, real estate and banking. Bob has served as Chief Legal Officer for Transportation Alliance Bank and FeNix Products, as well as Senior Corporate Counsel for Flying J Inc., a Forbes top twenty largest privately held company. He is a former equity partner of a Salt Lake City law firm, and has a long history of serving on advisory boards for multiple commercial enterprises. Bob received his Juris Doctorate and a Bachelor Degree in Finance from Brigham Young University.

Chris has worked in the commercial real estate industry for over 15 years. The majority of his career was spent successfully underwriting, originating, and securitizing commercial real estate loans for one of the largest investment banks in the world. Most recently, he assisted banks and other entities in both acquiring and selling commercial real estate loans, loan participations, C&I loans, and consumer loans. Chris graduated with a BBA from the University of Texas at Austin. He received his MBA from Georgia State University. 

Richard A. Nelson

Sr. Vice President

David R. Tucker, CPA


Robert L. Payne

Sr. Vice President/General Counsel

Chris Gibbs

Sr. Vice President

Real Estate

Health Care 


Real Estate

CPA FXG provides an array of commercial financing options for your clients' business needs. 

Whether it's $1 million or $300 million in loan size, senior debt, mezzanine financing, secured or unsecured, CPA FXG has the commercial financing to meet your clients' needs.

As a member of CPA FXG you will be able to provide your clients access to the following commercial finance products and others as we incorporate them into our network:




Working Capital

Commercial Finance Products


Purchase Order


504c & 7a



Medical Practice




Large Metro

25M - 500M+

299 So. Main St. STE 1300

SLC, UT 84111

Toll Free 833-556-0272

Contact Us

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