10 AM – 10:45 AM
Deer Valley Members
Business Name: LegalShield
Description: At LegalShield, we’ve been offering legal plans for 40 years, creating a world where everyone can access legal protection—and everyone can afford it. Unexpected legal questions arise every day and with LegalShield on your side, you’ll have access to a quality law firm for less than $20.00 a month. From real estate to document review, speeding tickets to will preparation, and more, our attorneys are here to advise you with any legal matter—no matter how traumatic or how trivial it may seem. Our law firms are paid in advance so their sole focus is on serving you, rather than billing you. With our legal plan you will be protected and empowered to worry less and live more.
Business Name: PT DESIGN
Description: Patricia Thornham combines her background as a graphic designer with her photography, creating a style consisting of colorful and energetic imagery. Running a client-friendly, service-oriented business she believes that great creativity often is the result of team effort and values working closely with her clients. PT DESIGN is located in Phoenix, Arizona.
Business Name: Farmers Insurance
Description: Hello! My name is Jordin Henson and I am so excited to be a part of the Deer Valley Club and cannot wait to start referring business to other professionals. A bit about me; I have been in the insurance industry for 5 short years and have been with Farmers Insurance for 2.5 of those years. I am the Office Manager for District 24 (North Phoenix) and I am confident that I can assist you and anyone who you refer to me with their insurance needs. You can call me at (602)997-8400 or email me at firstname.lastname@example.org with any questions.
Business Name: Calivas and Jovanovic Financial Strategies Group of Wells Fargo Advisors
“Our passion is to deliver exceptional client experiences by consistently committing and devoting ourselves towards achieving our clients’ unique goals and dreams” are words that both symbolize and embody the essence and philosophy of our team. We align our disciplines, processes and procedures with each of our clients’ goals and needs so that we can assist individuals, families, businesses and organizations, to build, manage, preserve and transition their wealth by providing high quality advice for investments, risks, liabilities and estates which represent the cornerstones of our core competencies.
We have an extensive and diversified business background with more than 35 years of business experience. Designations include Certified Financial Planner, Certified Investment Management Analyst and Accredited Domestic Partnership Advisor. Registrations include Series 7, 63, 65 as well as Life, Health & Disability Insurance licenses. In addition, designation accredited curriculum was completed in estate planning through the National Association of Estate Planning Council and paralegal training through Adelphi University. Although we assist in the estate planning process for clients, we do not provide legal or tax advice. Additional team education qualifications include: BA in Economics & Political Science, MBA and investment manager analyst from the Wharton School of Business.
Business Name: Pioneer Title Agency
Description: Mickey began her real estate career in 1979 as a Realtor, Broker and then manager of a real estate company. She entered the title business in 1985 and has worked at Grand Canyon Title since August of 1999. She was named the Phoenix Association of Realtors Affiliate of the Year in 1989 and 1995. She was also honored with being named the Phoenix Women’s Council of Realtors Member of the Year in 1992. She served on the City of Phoenix Commission on Housing and has had many other community involvements. She has taught real estate at Glendale Community College. Her motto is to “Exceeding Expectations” and she strives to give her customers the best service in the industry.
Business Name: Castle & Cooke Mortgage
Description: Arizona native Charlene Sharp has over 8 years of experience in the mortgage industry. Her knowledge and expertise of the local market, combined with her experience, allow to her seamlessly guide each client through the loan process. Charlene received her Bachelor’s Degree and MBA from the University of Phoenix. She worked in home equity lending for 5 years for Wells Fargo Home Equity, before later becoming a Mortgage Loan Originator at Desert Springs Mortgage. Charlene is very active in her community; she is currently a board memeber of the Maricopa Business Alliance, President of Friends of the Glendale Library, and Secretary for the Deer Valley Lions Club. She volunteers for various Veterans Organizations as well. Because Charlene has always placed the integrity of the transaction and the needs of the client first, she is known in the community for the high level of customer service and expertise that she provides. Charlene specializes in loans for credit-challenged and self-employed borrowers. Whether you are looking to purchase your first or fifth home, or refinance, Charlene will come through for you!
Credit Card Processing
Business Name: Dex
Description: Connected consumers are ready to make purchases anytime, anywhere. Your business needs to be ready to accept their credit card payments. From helping businesses integrate points-of-sale, to fueling eCommerce transactions.Dex can help. We are your credit card processor connecting and much more…..
Business Name: Tru Realty
Description: Christopher comes from a strong military family and through the joys and pains of numerous moves with his family he developed a passion for real estate at a young age. However, before making the career jump into real estate Christopher studied at Notre Dame and ASU. Then he served as financial analyst to Green & Grow, Old National Bank, and the Sutherland Law Practice. Ultimately, Christopher’s diverse background leads to the benefit of his clients whether they be first time home buyers or investors. Today, Christopher lives in Central Phoenix with his wife, Tricia, and their son, Henry, and their chocolate lab, Bear.
Vice President/ Branch Manager
Business Name:First Fidelity Bank
Description: I have over 30 years of banking experience; specializing in the lending and banking needs of both my business and consumer customers. I strive for excellence with every customer interaction. Being a strong customer advocate, I pride myself in building meaningful relationships with all of my clients. First Fidelity Bank aligns with my beliefs for providing outstanding customer service. I’ve managed the Scottsdale, Arrowhead and Deer Valley Offices since joining their team in 2012.
Originally from Oregon, it was an easy decision to move to Arizona 6 years ago to be near my daughter, son-in-law and my two beautiful grandchildren. The sunny weather was a plus!
I am enjoying developing new relationships in the Phoenix market and helping my clients all of their financial needs.
Marilee and Patrick Dose
Business Name: Dose Moving and Storage
Description: We are a professional moving and storage company. We move homes and offices all over Arizona and the connecting states. We also provide professional packing and unpacking services. We are the only moving company with no extra fees. No trip charge. No gas or mileage fee. No fees for stairs or weekends. We include shrink wrap and assembly at no extra charge. Our time starts when we arrive. All of our crews are certified ProMover through AMSA (American Moving Storage Association). Our warehouse is climate controlled with 24 hour security, monitoring and night patrol. We include blankets in all rentals at no charge.
Business Name: GoPro Networking
Description: I am the founder and Executive Director of GoPro Networking. I started this organization in 2006 after belonging to many chambers and referral organizations. For me most had way too many rules, regulations and took way too much time. I also felt the cost of a weekly meal that I did not eat was way too much.
I put together a very simple program were small business people could come together on a weekly basis and build relationships with very minimal amount of time and money.
My concept has proven to be most beneficial to hundreds of business people over the years. It has been my honor and privilege to assist and observe our members build and grow their businesses.
Business Name: GOPRO
Description: I have been involved in sales for the past 14 years. My extensive marketing background will be a real value working with current members to attract power partners for each one of you!