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Tempe Tippers
About Our Networking Group
Introduction:
We are an energetic group that has tracked over $250,000 in commissions between members over the past two years.
The key to our success is understanding how to refer each others' businesses to power partners.
We meet every Tuesday 11:30-1pm in Tempe, except during the summer and short winter break.
Restaurant locations are rotated every few months to vary the menu.
We are currently meeting at:
Garcias
4400 S. Rural Road, Tempe, AZ 85282
480) 345-8080
Group Structure:
One business per industry.
Group has a mixer every quarter which is paid for using monthly dues.
One-time joining fee: $200 (used for mixers, etc)
Monthly dues (covers lunch): $55
Officers:
New Member Contacts: Amanda Thomas 602-705-3144
President: Jamie Kahn
Vice President: Chris Grabe
Social Events: Amy Simmons and Kevin Shelton
Tip-Master: Brice Willoughby
Treasurer: Nap Omari
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Speaker Schedule
Jan 5th - | |
Jan 12th - | |
Jan 19th - | |
Jan 26th - | |
Feb 2nd - | |
Feb 9th - | |
Feb 16th - | |
Feb 23rd - | |
Mar 2nd - | |
Mar 9th - | |
Mar 16th - | |
Mar 23rd - | |
Mar 30th - | |
Apr 6th - | |
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Apr 20th - | |
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Our Members
Al Bick CPA
Al Bick
Accountant, CPA, CMA | 602-568-4802 | |
Tax preparation, tax planning and business transaction planning
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Accountants don't often say this but my favorite part is working with people. I enjoy relieving their stress while gaining their appreciation and know clients are happy when they thank me for my work.
Partners: Insurance agents, trust & estate professionals, attorneys – general business
MidFirst Bank
Nap Almari
Banker | 602-686-0535 | |
Partners:
Four Peaks Planning, Inc.
Jamie Kahn
Estate Planner | 480-229-6220 | |
Estate planning, living trusts, last wills, guardians for children and powers of attorney
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We specialize in affordable living trust estate plans for young families and those with simple estates.
Trusts can be used for the following:
- Withhold life insurance payouts and other inheritances until a designated, responsible age is reached
- Maintain homes for children with their guardians or a spouse in a blended family
- Help estates as small as $75,000 in real estate avoid probate, a court process which can delay distribution of the estate
- Avoiding probate in multiple states if property is owned in multiple states
We offer in-home appointments including evenings and weekends
Partners: Financial planners, insurance agents, accountants / CPAs
Conversing with power partners:
"Do you ask clients when writing life insurance if they have a will or trust naming guardians for their children?"
"Are your clients aware trusts can control life insurance payouts?"
Personal recommendations
Book: Fahrenheit 451 (Ray Bradbury)
Restaurant: Chino Bandido
Symphony Financial Services, LLC
Brice Willoughby
Financial planner
Life & health insurance | 480-577-2617 | |
IRA's and 401(k) plans, rollovers, 529 college savings plans, health insurance
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We provide unbiased, client-centered advice on a variety of investment tools based on your goals.
We are a full service brokerage who coordinate with your tax professionals on setting your financial goals.
Other areas of assistance include mutual funds, REITs, variable annuities, 1031 tax-deferred exchanges, insurance (health, life, long term care), debt reduction planning and busines planning.
My favorite part working with clients is when they realize they no longer watch the little red and green arrow on the TV wondering what kind of day they are going to have.
Partners: Accountants, estate planners, business brokers
Personal recommendations
Book: Richest man in Babylon
Restaurant: Bisonwiches
Family activity: Tempe Beach Park
Farmers Insurance
Kevin Shelton
Insurance and Financial Agent | 480-718-9498 | |
The best part of insurance is that we give money to people when they truly need it most. Whether it be an auto accident, a loss of a home or loved one, Farmers and my agency can get you back where you belong.
Partners: Mortgage brokers, title company reps, small business owners
Great Choice Chiropractic
Dr. Greg Hauser, DC, FICPA
Chiropractic Physician, Pediatric Certified | 480-704-6600 | |
Partners: Doctors - pediatricians, Ob/Gyn, physical therapists; dentists, trainers, coaches, accident attorneys
Referral talk if you hear:
- Pain / arthritis - "Have you considered seeing a chiropractor for that?"
- New baby / pregnant - "Have you considered seeing a chiropractor for that?"
- Injury / carwreck - "You should see my chiropractor right away."
Sonoran Fitness Bootcamps
Chris Grabe
Trainer | 480-231-2875 | |
Group fitness, boot camps, sport specific training
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I know clients are happy when their significant others thank me.
Partners: Physicians, health professionals, coaches
Moxie Girl Household Assistants
Amanda Thomas
Owner | 602-705-3144 | |
Household management, personal assistance, housekeeping and event hosting
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We help busy professionals manage their home life, creating a blissful environment after work is done. Whether its organizing kids' rooms or hosting events / parties, Moxie help will allow you to enjoy your family time.
Clients are happy when we hear them ask if they can hug their Moxie Girl!
Partners:
Personal recommendations
Restaurant: Saigon Pho (Alma School & Knox)
ADP Small Business Services
Diane Pajak
District Manager | 480-510-6895 | |
Payroll services, human resources, tax filing, employee benefits and labor law compliance
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Other services include workman's compensation, retirement planning, time & labor management systems and state unemployment management.
My favorite service is our human resource help desk and favorite part of the process being being onsite for the first payroll input as everything becomes streamlined.
I know clients are happy when paydays are easier and less time-consuming.
Partners: Business bankers, CPAs, business brokers, merchant service providers
Personal recommendations
Family activity: Arizona Science Center
Restaurant: Rigatony's
Home Repairs and Remodeling
Javier Zuluaga
Owner | 602-686-8354 | |
Home repairs, remodeling, landscaping, flooring, painting, plumbing, roofing and electric
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Javier has been in sales since his 12th birthday when he convinced his uncle to pay him to paint his back patio fence. He saw the project through, and took many a lesson from it.
Our favorite projects are kitchen / bathroom remodels and outdoor living spaces. We'll help pick the right granite, tile, travertine, wood or carpet surfaces for your project. Design is our favorite part of the process, along with taking before & after pictures.
We know our clients are happy when they tell us how their friends compliment their newly remodeled room.
Partners: Realtors, lenders, asset managers
Personal recommendations
Book: The Count of Monte Cristo
Family activity: Full Moon Hike South Mountain
Restaurant: T-Cooks
Protection One
John Caniglia
Residential Sales Consultant | 480-272-0885 | |
Security systems, burglery, fire protection, life safety and cameras
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One passion of mine in this line of work is helping snowbirds protect their property. They can be alerted via cell phone to unauthorized entries, water damage or any other event one wants to be notified.
Partners: Insurance agents, realtors, locksmiths, police
Conversing with power partners:
"Do clients receive discounts if they have security systems?"
"Do your snowbird clients typically have security systems in place while they are away"
Personal recommendations
Book: Playing for Pizzas
Restaurant: Uncle Sal's
OnQ Financial
Amy Simmons
Mortgage Specialist | 480-353-9140 | |
Partners:
Realty Executives
Jill Vicchy
Realtor | 480-830-2600 | |
Realtor, first-time home buyers, relocations and investment properties
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I enjoy helping people find the home of their dreams, working to provide the best customer service possible.
I also enjoy selling homes, marketing and bringing it full circle from start to finish.
Partners: Mortgage company loan officers, title company reps
Conversing with power partners or referrals:
"Have you thought about purchasing a rental property? You'll be able to increase your write-offs."
"I know a realtor who has lived in the valley for 16 years and served as a realtor for 8 years."
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