Officers
President: Jamie Kahn
Presides over meeting and coordinate activities with other officers
Vice President: Chris Grabe
Serves as backup to officers unable to attend a meeting
Membership: Dr. Greg Hauser
Assists and follows up with guests, tracks attendance
Social Events: Amy Simmons and Kevin Shelton
Coordinates mixers and other events
Tip-Master: Brice Willoughby
Tracks all tips (referrals) by the group
Treasurer: Lori Shockley
Collects monthly dues and covers expenses, which are payable to "Tempe Tippers"
Members
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
Al Bick CPA
Al Bick
Accountant, CPA | 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
Farmers Insurance
Kevin Shelton
Insurance and Financial Agent | 480-718-9498 | |
One call. Many solutions. At the Shelton Agency, we use Famers Insurance Group of Companies and their products to lessen anxiety about today and the future. With a mission of “providing education and financial security to families and businesses using insurance products, merchant, and financial services,” we look at insurance in a different way.
Instead of tailoring a policy based solely on costs, I do a full asset analysis to make recommendations that will save you tens to hundreds of thousands in an accident or claim. Best of all, most of these recommendations can be implemented without an increase in premium.
For the business owner
- We can help alleviate the concerns of credit card fees eating into your profits. We have direct relationships with merchant service providers, taking the middle man or bank out of the equation. This leads to lower costs for you.
- Farmers is the # 1 small business insurer in the state of Arizona. Our business owners packages are designed for your industry, with specific coverage to address your specific business.
- Combining your business owners package, workers compensation, and commercial auto leads to maximum credits and again, lower costs. Best of all, if you have a problem, you have one phone call to make to my local agency.
Whether your concern is taking care of your family, your business, or your future, The Shelton Agency can help. The reason I have such a passion for insurance is that we give people money when they need it the most.
Are you this ready?
Partners: Loan originators, loan processors, title company representatives, real estate agents, health insurance brokers, and payroll representatives.
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), Pillars of the Earth (Ken Follett)
Restaurant: Chino Bandido (in Tempe) and China Pearl (in Mesa)
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."
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
MidFirst Bank
Lori Sees
Banker | 602-686-0535 | |
Banking, personal, business, checking, savings, loans, Visa® Cards
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MidFirst Bank consistently ranks as one of the best performing banks in the United States. We serve half a million customers nationwide, but you're more than a number to us. We provide friendly, personal service, and we'd like the opportunity to show why MidFirst Bank is delivering a different banking experience everyday.
Personal Banking
Checking
CDs and IRAs
Visa® Check Cards
Visa® Gift Cards
Online Banking
Savings
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Personal Loans
Credit Cards
Mortgage Loans
Auto Loans
Home Equity Loans
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Business Banking
Checking
Treasury Management
Business Loans
Savings
Business Visa® Cards
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Convenience
- More than 20 Banking Centers Valleywide
- FREE ATM Access Nationwide
- 24 Hour Telephone Banking
- 24 Hour Online and Mobile Banking
- Extended Lobby and Drive-Thru Hours
Value
- Free Checking
- Free Business Checking
- Free iManage Personal Banking
- Free Online Bill Pay
- No-Cost Home Equity Loans
Financial Strength
- Nearly $13 billion in assets
- More than $1 billion in regulatory capital
- MidFirst is the 3rd largest privately held financial institution in the U.S
Partners: Accountants, financial planners
New Vision Autoglass
Mark Orloff
Sales Manager | 480-221-5416 | |
New Vision Auto Glass also offers windshield repair, VIN etching, RV windshield replacement.
Many people think that the windshield does just that: shields the driver from the wind, but proper windshield installation is vital to your vehicle's safety. What many don’t realize is that the airbags in their car rely on a quality windshield installation to brace against in the event that they are deployed. Along with this, the windshield supports the structural integrity of the car in a roll over accident, making it a vital aspect of your cars safety.
- Full onsite/mobile service auto glass replacement and repair for any vehicle anywhere in the Phoenix metro area.
- All of our work is backed with a lifetime warranty.
- New Vision Auto glass offers the highest quality glass and service.
- When the time has come to get your auto glass replaced you have the right to choose any service provider you desire (ARS S 20-263). We accept ALL insurance companies and have agreed to their prices.
Partners: Insurance agents, chiropractors
OnQ Financial
Amy Simmons
Mortgage Specialist | 480-353-9140 | |
Mortgage loans, purchases, refinancing, fixed-rate, adjustable rates, interest only
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As a Mortgage Banker, On Q Financial, Inc. offers preferred low rates and costs. We take pride in making mortgage experiences simple, quick, and easy — from start to finish.
Our signature Client First service takes care of you and your home lending needs every step of the way. On Q’s unlimited market access makes it easy to find the mortgage and approval options best suited to your home purchase or refinance loan. Our expert staff takes care of the details, keeps you informed, and makes all the necessary arrangements.
On Q’s in-house underwriting, document, and funding capabilities virtually guarantee a quick and accurate closing.
Partners: Realtors, insurance agents, financial advisors and accountants
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
Scottsdale Luxury Properties
Chris Grabe
Trainer | 480-231-2875 | |
Realtor - Residential, property management
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I serve my clients by educating them in all aspects of the real estate transaction. The purchase of a home is most likely your largest investment,
therefore I make sure my clients fully understand the risks as well as the rewards. The other side of my business is residential property management. We offer landlords the ability to sit back and collect the money while we market the property, secure tenants, coordinate inspections and maintainence, and handle any non-payment issues including eviction.
Partners: Loan Officers, Financial Advisors
Personal recommendations
Book: any one of Malcolm Gladwell's books
Restaurant: Bamboo Club
Activity: Trivia/game night
Symphony Financial Services, LLC
Brice Willoughby
Financial planner
Life & health insurance |
480-577-2617 |
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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
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