Michelle Boncel | Certified Public Accountant

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About: Michelle Boncel is a licensed CPA with 10+ years in public accounting. She also has SEC financial reporting experience for publicly traded companies prior to going out on her own. Michelle created AMB Consulting Services in 2013, in which she serves small businesses by providing accounting and bookkeeping services, and also provides tax preparation services for small businesses and individuals. Michelle works with various accounting software as Quickbooks desktop, Quickbooks Online and Xero Software. She enjoys working with different business owners in helping them by taking on accounting services to allow the individuals to focus on other tasks to build a successful business.

Specialties: Michelle works with business owners that cover a large spectrum of industries - from custom motorcycle bike shops, to glass jewelry artists, to dermatology practices, just to name a few! Michelle is able to take what she has learned from different industries and take best practices and apply it to her other clients, as well as incorporating it into her own business model.

Quote: “Hope is not a strategy.” - Rachel Hollis

Connect: Contact Michelle at ambconsultingservices@gmail.com or (480) 444-8361!

MEMBER SINCE MAY 2019

Christine Ferrell | Vice President, Private Banking

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About: Christine Ferrell has been with Enterprise Bank & Trust for over 10 years. Prior to joining the Arizona team in 2017, she was the Private Banking Specialist for the Bank's Kansas City Region.

Christine has 18 years of combined banking and mortgage lending experience. She attended the University of Kansas and Baker University where her major was Business Administration. Christine has completed various sales and lending training courses in addition to holding several mortgage certifications.

She enjoys forming long term, meaningful relationships with her clients as well as helping to guide them to a lifetime of financial success. Throughout her time at Enterprise Bank & Trust, Christine has been involved in Kids TLC Kansas City, Ronald McDonald House, Women of Scottsdale and the YWCA Arizona Professional Advisory Council.

When Christine is not working, she enjoys traveling with her husband.

Specialties: Christine is a seasoned Private Banker and is responsible for developing client relationships in the Phoenix area. Christine provides high touch, high level banking services, primarily assisting the personal financial needs of business owners, executives and their families.

Quote: I want to be around people that do things. I don’t want to be around people anymore that judge or talk about what people do. I want to be around people that dream and support and do things.” - Amy Poehler

Connect: Contact Christine at cferrell@enterprisebank.com or (602) 824-5740 or visit her website below!

MEMBER SINCE NOVEMBER 2018

Angela Lowery | Southwest Regional Sales Executive

PURE INSURANCE | WWW.PUREINSURANCE.COM
ALOWERY@PUREINSURANCE.COM | (480) 244-9268

About: Angela is the Southwest Regional Sales Executive for PURE Insurance, a carrier who specializes in the affluent personal lines market. Throughout her career she has worked for some of the top insurance carriers in the country such as The Hartford, Travelers, AIG and Nationwide. She continues to draw upon her two decades of insurance experience to add value and expertise. She was recently the recipient of PURE’s prestigious “Excellence" award for 2018. Angela currently serves on the National Women’s Leadership Council for PURE and mentors several young professionals in the insurance industry. What she enjoys most about her business is building deep, long lasting relationships and sharing her knowledge and expertise.

Specialties: Angela is in charge of overseeing the Southwest Territory for PURE Insurance. In this role, she is responsible for building strategic partnerships in the Arizona, Nevada and New Mexico market and serves as an enterprise and consultative resource to PURE’s Brokers and Centers of Influence. She has extensive knowledge in the High Net Worth insurance market as well as the Independent Agency Channel and specializes in providing consultative business initiatives and strategies focused on revenue and growth.

Quote: “Some women fear the fire, some women simply become it…” - R. H. Sin

Connect: Contact Angela at alowery@pureinsurance.com or at (480) 244-9268 or at visit her website below!

MEMBER SINCE NOVEMBER 2018

Rea Mayer | Associate Vice President - Financial Advisor

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About: Rea Mayer is Associate Vice President - Financial Advisor with the Specialized Strategies Group at RBC Wealth Management. Rea joined RBC in 2013 as administrative complex manager for the Southern California Complex where she played a pivotal role in recruiting and onboarding financial advisor teams from competing firms. Immediately prior to joining RBC, she was associate director, complex administrative manager at UBS. Rea started her wealth management career in 2006 as a client service associate and paraplanner with Ameriprise Financial. She was also a registered associate at Smith Barney and UBS. Rea has a Bachelor of Science degree in civil engineering and a Bachelor of Arts degree in psychology from UCLA. She is also a Chartered Retirement Plan Specialist, CRPS®.

Rea resides in Chandler, Arizona, with her husband, daughter, and twin sons. She is the 2018 Director of East Valley Women, serves on the Board of Directors for the Planned Giving Round Table of Arizona, and is a member of the Central Arizona Estate Planning Council. Rea is committed to supporting her local community and is involved with the Desert Botanical Garden, Arizona Foundation for Women, and Girl Scouts.

Specialties:
Rea’s mission is to be the trusted advisor to her clients. She listens intently, understand needs and wants, and forms long-lasting relationships with her clients. She provides relationship-based, personalized advice and is very skilled at helping clients understand the big picture. She collaborates with other professional advisors, such as CPAs and estate planning attorneys, to solve the complex financial needs of high-net-worth investors in Phoenix, Scottsdale, and the East Valley in Arizona.

Quote: "The greatest success we'll know is helping others succeed and grow." - Gregory Scott Reid

Connect:
Contact Rea at rea.mayer@rbc.com, at (602) 381-5352 or visit her website below!

MEMBER SINCE SEPTEMBER 2018


Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank of any bank affiliate, and are subject to investment risks, including possbile loss of the principla amount invested.

RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Lisa Payne | Realtor®

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About: Lisa Payne has been a full time licensed Real Estate agent for 26 years in the Phoenix metropolitan area with an impeccable reputation and has closed thousands of transactions. She has a Bachelors degree in Communications from the University of Arizona and a Masters degree in Education from Arizona State University. She was with Re/Max for over 19 years and consistently a top producer and is now with Clayton Nash Luxury Real Estate as a founding member. Lisa enjoys taking a personal interest in every client and uses her experience, loyalty and dedication in every transaction. She has a passion for Real Estate and enjoys the challenge of completing difficult tasks and projects and has excellent market knowledge.

Specialties: Lisa works with clients that are mainly referred to her by past clients, her networks, relocation companies and the construction industry. Since she works with referrals, she has sold a $100,000 investment property to over a $3,000,000 primary residence in the same year. She also specializes in remodeling, design, and staging properties to get the top value for her clients.

Quote: “Your Smile is your logo, your personality is your business card, how you leave others feeling after an experience with you becomes your trademark.” - J. Danzie

Connect: Contact Lisa at lisapayne@cox.net or (602) 369-7253 or visit her website below!

MEMBER SINCE NOVEMBER 2018

Susan Underwood | Mortgage Loan Originator

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About: Susan Underwood is an experienced loan professional with over 20 years in the financial industry. After graduating from Iowa State University, she began her career in Des Moines, Iowa, where she worked extensively in loan processing and eventually underwriting. She moved to Scottsdale, Arizona 1994 to spearhead the opening of the company’s new correspondent lending division, specializing in a variety of loan types: Conventional, FHA, VA, and new construction. She received her DE Certification for FHA and her LAPP Designation from VA.

Always ready for a new challenge, Susan shifted her focus to loan origination after a decade in underwriting as a way to work directly with consumers. Her vast background in guidelines, regulations, and products are invaluable to helping clients get successful and efficient financing. Susan is passionate about guiding clients through the lending process, finding solutions for even the most challenging scenarios.

Specialties: Susan’s specialty is getting financing for clients with complex situations such as credit issues or self-employed income. She consults with each borrower and works with them to develop a clear plan for achieving their goals. Her current position with Guardian Mortgage enables her to originate in 37 states and offer a wide range of portfolio loans, which result in the highest levels of customer satisfaction.

Quote: " You'll never achieve real success unless you like what you're doing. “ - Dale Carnegie

Connect: Contact Susan at SusanUnderwood@gmc-inc.com or (480) 980-8802 or visit her website below!

MEMBER SINCE NOVEMBER 2018

Analise Zaremba | Vice President, Senior Private Client Advisor

BROWN & BROWN INSURANCE OF ARIZONA, INC. | WWW.BBPHOENIX.COM
AZAREMBA@BBPHOENIX.COM | (480) 980-5124

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About: Analise is an experienced personal risk advisor with Brown & Brown Insurance, the 6th largest Independent Insurance Agency providing Commercial, Employee Benefits, and Personal Lines Insurance. She works with individuals and families to protect their wealth, assets and lifestyle by understanding their unique needs and risk philosophy and designing a program that best meets those needs. She has the license capability to transact business for her clients and their families in all 50 states. She provides the personalized and customized service that gives her clients confidence and peace of mind.

She attended The University of New Mexico for her Undergraduate degree, and later earned her MBA with an emphasis in Leadership from Grand Canyon University.

Analise is an Arizona native and she prides herself on giving back to her community and focuses on the Empowerment of Women, Education, and the Arts. She currently serves on the Board of YWCA, and an active member of Suns Charities 88, The 5 Arts Circle, Contemporary Forum and AZ Costume Institute Contemporary with the Phoenix Art Museum.

Specialties: Analise has expertise in the High-Net-Worth Personal market segment, tailoring personal insurance for multimillion dollar estates, luxury automobiles, yachts and private watercraft, and rare collections. She focuses on working with families looking for a high level of service with a premiere insurance provider. She enjoys getting to know her clients and providing the personal attention that gives them the confidence that their needs are being met.

Quote: My mother always told me “personal drive, building relationships, and contributing to your community along the way is the ultimate recipe for success.”- Sonja Mazon Rubalcava, and I will make it my life's work to follow in her footsteps.

Connect: Contact Analise at azaremba@bbphoenix.com, at (480) 980-5124 or visit her website below!

MEMBER SINCE NOVEMBER 2018


Brown & Brown Insurance provides Commercial, and Employee Benefits.