10 AM – 10:45 AM
Deer Valley Members
Business Name: Bridge to Hope
Description: The Bridge to Hope is a Phoenix based ministry offering housing to homeless single mothers while partnering them with a local Christian faith community to sponsor them emotionally, physically and spiritually.
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.
Jacob La Grander
Business Name: Farmers Insurance
As a resident of Arizona for nearly a decade, I’m proud to serve Phoenix Valley and the entire state as your local Farmers Insurance® agent. Stop by or reach out to my office regarding all of your coverage needs for auto, home, renters, and business insurance. We are also licensed and qualified to serve your needs regarding life insurance¹ or financial products.*Searching for an insurance policy shouldn’t be mission impossible, which is why we know that you are sure to love our efforts to make it as simple and easy as possible for you. Our approach is rather straightforward, and our agents will be with you every step of the way.
We’re not just another agency looking at making an easy sell. We treat our customers like family because they are. Let’s get started today! Give me a call at (623) 825-1700 and I’ll be happy to answer any questions you might have.
Phone: (623) 825-1700
Business Name: Calivas and Jovanovic Financial Strategies Group of Wells Fargo Advisors
Our team comprised of Harry, Melanie, David, and Lorrie, have extensive and diversified business background with more than 100 years of combined corporate experience. Each of the team members experiences include employment with both large and small publicly and privately held corporations with responsibilities that account for profit and loss, oversight of multi-million dollar projects/contracts/product lines, managing financial matters and playing an integral part in maintaining client relationship. The team’s extensive qualifications, strong work ethic, and background assist them with providing exceptional client experiences using their skills, experience, and knowledge that build strong relationships and guide clients with the best advice for achieving their goals and dreams.
Harry Calivas’ 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 and Disability insurance licenses. In addition, designation accredited curriculum was completed in estate planning through the National Association Estate Planning Council, paralegal training through Adelphi University, and investment manager analyst certification curriculum from the Wharton School of Business. Additional education qualifications include; Ph.D. in Business Management and Finance, MBA in Business Administration, and BA in Economics and Political Science,
Harry Calivas’ affiliations include: Certified Financial Planner Board of Standards, Inc., the Financial Planning Association, the Central Arizona Estate Planning Council (an affiliate to the National Association of Estate Planner & Councils), the National Contracts Management Association, and the Investments & Wealth Institute.
Melanie Jovanovic’s awards include two time recognition for the Distinguished Service Award from Wells Fargo Advisors which highlighted outstanding branch support to team members that embodied core values such as, service, respect, dedication, integrity and teamwork in support of clients’ needs and their satisfaction. Registrations include Series 7, 63 & 66 as well as Life, Health and Disability insurance licenses.
Although our team does assist in the estate planning process for clients, we do not provide legal or tax advice. We believe education is paramount to providing the best advice to clients, for this reason the team continues to further their education on an ongoing basis.
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!
Business Name: USHEALTH Advisors
Description: Zach transitioned to the health insurance industry after several years in financial services. He realized as important as it is to accumulate assets, those assets can all be lost if you are not properly protected. The health insurance industry has changed over the past several years and Zach is passionate about educating consumers and truly understanding their needs in order to find the right plan for their specific situation. Zach does not just sell policies, but handles his client’s customer service as well. He relocated four years ago to Phoenix from St. Louis, MO and currently lives in Central Phoenix with his girlfriend Chaila and their two dogs Kodak and Red.
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.
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!