9 AM – 9:45 AM
North Valley Members
Business Name: West USA Realty
Description: Annie has been a successful Realtor since 2003. Having been licensed in Oregon, Washington, Utah and Arizona, her experience encompasses a vast area of expertise. From learning all about short sales and helping over 30 people through that harrowing experience, to becoming a Prelicense/CE Instructor as well as a new agent coach, her business model is all about being learning based. Knowledge is what protects clients from RISK. Helping people buy and sell homes is the easy part – protecting from risk is the important part. At West USA, Annie is also a new-agent coach and prides herself in helping new agents to succeed. Annie is full time, answers her phone and would love to help make your real estate dreams come true!
Business Name: VIP Mortgage Inc
Description: V.I.P. Mortgage, Inc. is a mid-size mortgage banker committed to restoring the reputation of the mortgage industry. With nearly 40 years’ combined experience, V.I.P. Mortgage’s principals offer a ‘hands-on’ approach that cultivates a family culture enveloped in entrepreneurial spirit. V.I.P. Mortgage, headquartered in Scottsdale, Arizona, was founded by Jay Barbour in 2006 amid the collapse of the housing industry. With licenses in 13 states – AZ, CA, CO, HI, IL, IN, MI, NE, NM, TX, UT, WA, and WI – the company has grown to nearly 300 employees in 18 branches nationwide. As both the mortgage banker and broker, V.I.P. Mortgage offers in-house underwriting, funding and processing, and presents a fully transparent origination platform, ensuring all loans succeed. How many years have you worked in your industry?: 19 Why should someone choose your business?: They will receive the VIP treatment. What do your clients say about you?: They have a great experience and are pleased with the level of knowledge. What value does membership in North Valley Networking Group offer you?: The group offers a chance to grow your business and develop new relationships.
Insurance - Long Term Care
Business Name: Country Financial
Description: Planning for a bright financial future is always difficult. There are so many questions we need to answer: When should I start saving? How can I afford to put away savings for the future and still live a comfortable lifestyle today? It’s my job to help you find the answers to these questions and build a plan to help you achieve your goals. Let’s get together to talk more about your goals!
Business Name: Liberty Mutual Insurance
My name is Heather Heimkes and my career with Liberty Mutual began in 2005. I graduated from the University of Minnesota with a degree in Kinesiology. In my spare time, I enjoy being in the great outdoors as much as possible, attending the kids sporting events, traveling, and diving into anything involving health and fitness. Here at Liberty Mutual we are committed to helping you find a comprehensive, cost-effective personal insurance program.’
Business Name: Whitman & Jackson, CPAs
Description:Don co-founded Whitman & Jackson CPAs in 2008. He has been a CPA for over 28 years and a financial advisor for more than 19 years. He began his career as a staff accountant in a small CPA firm in upstate New York that specialized in tax and financial planning. Don decided to move to Arizona in 1992 and did so to enjoy the blue skies of Arizona.
Honesty, integrity and a deeply rooted concern for clients well being are characteristics that he promises that he and the firm will strive to provide.
He grew up in a lower middle class environment and witnessed many family members and friends failing to succeed in securing a quality retirement. His motivation is to assist his clients in achieving a satisfying and fruitful retirement. He believes that anything can be accomplished and will assist those that are willing to take the steps necessary to achieve their goals.
Don stays current on tax laws and financial advisory issues and completes over 120 hours of professional education every two years. He is dedicated to his profession and believes continuing education is a high priority in being among the best. In addition to being a CPA, he holds the FINRA series 7 & 66 securities licenses as well as being a licensed Life, Health and Disability representative.
Don is active in the community and enjoys serving the community. He is a proud member of the Rotary Club of Anthem and a board member with We Care in Anthem, a local charity that serves the needs of its community.
CEO, Executive Director
Business Name: Helping Hands For Freedom
Description: A Nonprofit , Dedicated to supporting Gold Star and Military children and families of the fallen wounded and deployed
Business Name: Mr. Appliance
Description: Expert in Appliance Repair
Phone: 623.777.5559 Direct- 602.501.2266
Ryan W. Rothermund, ChFC®
Business Name: Raymond James & Associates
Ryan Rothermund is an Associate Vice President of Investments with Raymond James. While focusing his business on his clients’ individual financial objectives, Ryan believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Ryan apart.
Ryan is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Ryan works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs, 401(k)s), 529 education savings plans and more.
A resident of Phoenix, Ryan graduated from the University of Arizona with a degree in Economics, and holds the Chartered Financial Consultant designation. When not working, Ryan enjoys spending time with his wife, Lindsay and their two children Cole and Charlotte. He joined Raymond James in 2012.
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!