9 AM – 9:45 AM
North Valley Members
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: 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
Business Name: USHealth Advisors
Description: Mike transitioned to the health insurance industry after experiencing years in the banking, mortgage, and propriety school sales industries. Mike comes from a strong military background after having retired from the U.S. Navy as a certified Military Instructor / Program Manager for the Judge Advocate General’s Corps (JAGC) community. While on active duty, Mike earned his M.A. Degree in Adult Education and heavily relies on it to help educate individuals, families, and small businesses get through the Health Insurance “maze”. Mike avoids the “cookie cutter” approach when building health summary plans. Mike creates plans that are customized to ones needs, keeping their budget in mind. Mike is married, has two lovely daughters who are active Nurse Practitioners in the valley. Whenever his job permits, Mike enjoys spending precious time with his 2 grandchildren.
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!