Michelle Castro | Business Development & Recruitment Manager

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About: Michelle graduated from Arizona State University in 1992 with a Bachelor of Science degree in Business Administration. Her real estate career began in her senior year at ASU, working as a licensed transaction coordinator for one of the top producing real estate brokers in the Southeast Valley. After eight years in that position, she obtained her broker’s license and began working as one of three Supervising Brokers for Realty Executives. After completing three years in that position she was

recruited into the field of title/escrow, where she spent over fifteen years closing real estate transactions for some of the best Realtors in the business. In November of 2016, Michelle decided to go back into real estate as a sales agent/broker, and joined a very successful team in Chandler, Arizona. During that time, she had the opportunity to return to First Arizona Title, and is now able to to live her passion, which is helping valued realtor partners grow their business!

Quote: "If not now…then when?” - Unknown

Connect: Contact Michelle at MCastro@firstAZtitle.com or at (480) 385-6500, or visit her website below!

MEMBER SINCE JANUARY 2019

Vickie Garcia CFP® | Wealth Advisor

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About: Vickie is a Partner at AmeriFlex Financial Services. Early in her career, Vickie wanted to become a trusted advisor for her clients as they faced the complexities of their financial journey. A CERTIFIED FINANCIAL PLANNER practitioner, Vickie believes in open, honest communication with clients to build lifelong relationships. Vickie holds a Bachelor's Degree in Management along with the series 7, 6, and 66 securities licenses and life and health insurance licenses.

She is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors. Vickie will appear in the 2018 edition of Know Phoenix, 150 women you must KNOW and do business with.

Specialties: Vickie helps her clients plan for what's next. She helps clients navigate through transitional events such as a sale of business, retirement, inheritance, death of a loved one, and divorce.

Quote: "Helping my clients make decisions that can shape their future is a privilege– and a responsibility– that I take very seriously."

Connect: Contact Vickie at vickie.garcia@ameriflex.com or at (480) 990-9100, or visit her website below!

member since november 2017


Securities and Advisory services offered through SagePoint Financial Inc., member FINRA/SIPC. Insurance services offered through Ameriflex Financial Services not affiliated with SagePoint Financial Inc. Additional services referenced are not provided by Sagepoint Financial. Listed Entities not affiliated.

Elizabeth Hale | CEO

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About: Elizabeth received her Bachelor of Science Degree in Accounting from St. John Fisher College in Rochester, New York in 1993. She passed the CPA Exam in November 1994 and became licensed to practice as a Certified Public Accountant in Arizona in February 2003.

Professional Affiliations

  • Member of the American Institute of Certified Public Accountants

  • Member of the Arizona Society of CPA's

  • Finance Director, Arizona Entrepreneurs Organization

Elizabeth is publishing her first book, Protect Your Profit: Five Accounting Mistakes & How to Avoid Them (Available on Amazon in November 2018). eeCPA's goal is to save entrepreneurs cash and time. At the top of the technology curve, familiar with dozens of apps to improve the accounting process, eeCPA focuses on working with businesses in the technology, commercial real estate, sales & marketing, legal, financial advisory and cannabis, natural pharmaceutical and wine making sectors. eeCPA's team partners with growth-minded entrepreneurial businesses to assist them with growing efficiently, improving cash flow and saving tax along the way!

By partnering with clients to offer everything from tax strategy and compliance to full-service outsourced finance departments, complete with administration, bookkeeping, compliance, accounting, payroll, human resources and retirement plan administration, successful business owners are freed up to focus on their business. eeCPA's team understands that knowing where the business stands from a financial perspective frees up the creative mind to focus on the challenging tasks of startup, sales, operations, and eventually, the exit strategy for the business.

Specialties: Elizabeth Hale, CPA, has more than 30 years of experience working with small to medium businesses. Having owned or operated several small businesses, Elizabeth can readily communicate with her clients from a position of understanding how challenging it is to manage the vision, the employees and the cash flow. Elizabeth has a passion for serving clients and being responsive to their needs. Consultancy provides her the opportunity to share and deepen her own expertise. Elizabeth founded eeCPA plc in 2004. Team eeCPA loves to simplify the complex and find creative solutions for the problems entrepreneurs face.

Quote: "Persistence is the key to success!"

Connect: Contact Elizabeth at elizabeth@eecpa.com or at (480) 232-4470, or visit her website below!

MEMBER SINCE AUGUST 2018

Allison Kierman | Managing Partner

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About: After spending more than a decade in "big law," Allison L. Kierman founded Kierman Law, a woman-owned small business focusing on life and estate planning. Allison concentrates her practice on guiding families through the wills, trusts, and estate process and probate litigation.

Allison received her B.A. from Baylor University, M.Sc. from the London School of Economics and Political Science, and J.D.

from the University of Iowa College of Law.

After law school, Allison moved to Arizona and quickly became involved in the community. Allison is a member of the Boards of Directors for Congregation Beth Israel and Royal Oaks Lifecare Community. Allison appeared in the 2018 edition of Know Phoenix, 150 women you must KNOW and do business with.

Specialties: Allison understands that making plans to ensure your family's future and financial security is complicated and may involve sensitive issues. As a mother of two, Allison has the knowledge and understanding of how difficult it is to think of leaving your children with a guardian and will help you carve the best plan for ensuring your children's future success. Allison is a natural care-taker, and will protect your family needs in a confidential, detailed, and sophisticated manner. Allison provides unique and creative solutions to difficult estate planning questions and never loses sight of the big picture. Allison can be entrusted to help you allocate life insurance proceeds, minimize estate taxes, protect your assets from creditors, and control distribution of assets to young children, special needs family members, family members with failing health, and family members who have made questionable life choices. Allison's goal is to ensure that your estate goes to whom you want in the way you want.

Quote: "It took me a long time to develop a voice, and now that I have it, I am not going to be silent." - Madeleine Albright

Connect: Contact Allison at akierman@kiermanlaw.com or at (480) 719-7333, or visit her website below!

member since april 2018

Jean Laninga | Portrait Photographer

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About: Jean Laninga Portraits is the creation of photographer, seamstress, and all things fashion and beauty for the real women. As a professional photographer since 2008, though a pragmatist at heart, armed with her education in Clothing Design and Construction, work in theater costume design, and her passion for empowering the normal, real, authentic woman with a celebrity-like experience, she opened her own private boutique

studio in Uptown Phoenix. She is a graduate of the Sue Bryce 12-Week Business Startup and current member of Sue Bryce Education, a mentoring program for photographers in business where Jean has earned several honors for works submitted for accreditation. Though she works with all people and all ages, in her work, she most enjoys celebrating and pampering the mature woman with a transformative experience where she not only looks and feels beautiful, but then leaves with beloved heirloom quality portraits for herself and generations to come.

Specialties: What makes Jean's portraiture unique is her specialty in a boutique-style portrait experience complete with design consultations, wardrobe styling, professional in-studio hair and makeup, fully guided photoshoot, and gorgeous prints, enlargements, custom framing, and folio box collections for her clients to choose from. She aims to take care of her clients every step of the way in this sometimes uncertain experience, in a safe and positive setting.

Quote: "Knowing yourself, and learning to love yourself as you are, is the beginning of beauty. I think the most important thing is to show off what's most beautiful about you to hide what's less beautiful." - Sonia Rykiel

Connect: Contact Jean at jean@jeanlaninga.com or at (602) 616-4582, or visit her website below!


member since april 2018

Carol Letcher | Broker/Owner

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About: Carol began her career in Real Estate in the mortgage banking field in 1979, right out of high school, and worked her way up from a “runner” to an AVP of a privately held local company in Phoenix. After 10+ years as an assistant branch manager, underwriting and processing loans, Carol wanted a different challenge and obtained her real estate license in 1991. She worked for a small company and then in 1992 began a long career with Re/Max, one of the largest brands of real estate in the

world. Real Estate has it’s challenges and Carol has found that she really needed a good coach to keep her on track professionally and personally with her goals. She hired a business coach in 1996 and fast forward to 2011, she opened up a boutique office with her husband and two other associates. Most independent companies fail within the first five years but they are still going strong after 8 years. Carol has a passion for all facets in real estate but still manages to keep a good balance between work and family life.

Carol and her husband work together as a team. They enjoy golf, traveling, cooking together, exercising, riding their Polaris UTV and hanging out at home with their beloved pooch “Otis”. They have one child who attends ASU and have many siblings, and extended family members they enjoy spending time with.

Specialties: Most realtors are “transactionally” focused, always looking for their next sale and forget their clients once the sale closes. Carol gives 100% to her clients during the process and want them to feel that they are her ONLY client. Her business is 97% intentionally referred from past clients, friends and business sphere. Carol wants to exceed her client’s expectations at every opportunity and offer great service to them even AFTER the sale!

Quote: “The glass is always half full, a positive attitude is everything!”

Connect:
Contact Carol at Desertpropertiesrealty@gmail.com or at (602) 361-6277, or visit her website below!

member since june 2018

Heather Locke | Owner

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About: After graduating from the University of Tennessee, Heather began her career as a web developer and quickly moved into a role of managing a team of programmers, designers, animators, and digital video producers for a wide variety of multimedia interactive corporate applications including marketing, communications and e-learning. From there, she worked as a project manager for Fortune 1000 companies, including Subway, Disney, HBO, and Target.

This expertise led her to found Hammersmith Support, a full-service web development company focused on helping clients of all sizes move through every phase of the process: site building, hosting, and maintenance. But most importantly, Hammersmith Support is built on a foundation of close relationships with clients. Heather seeks to know who you are, the challenges your company faces, and then use that knowledge to build a fresh, engaging, up-to-date website that reflects your organization’s core values and personality.

Heather’s design background, combined with her practical coding and server maintenance expertise, ensures clients receive the perfect combination of form and function: a contemporary, up-to-date look and user experience that is properly managed to ensure the site works smoothly and consistently.

Quote: “The most effective way to do it, is to do it.” - Amelia Earhart

Connect: Contact Heather at heather@hammersmithsupport.com or at (602) 391-8024, or visit her website below!

MEMBER SINCE JANUARY 2019

Kim Lynch | Senior Mortgage Consultant

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About: Kim has worked in the financial services industry for 22 years, beginning with a position as a personal banker with Bank of America in 1996. Kim was quickly promoted to Vice President/ Banking Center Manager where she managed several successful banking centers, then to VP/Consumer Market Manager where she managed sales, service, and operations for 31 banking centers in Arizona.

In 2007, Kim accepted a position as a VP/Premier Client Manager with Bank of America Premier Banking and Investments, where she could return to her passion of working directly with clients. In 2008, Kim ranked #1 in the nation for client managers in their role under 18 months. In April of 2009, Kim was displaced by the BofA/Merrill Lynch merger based on seniority. She was immediately recruited to a position as a Senior Mortgage Loan Officer with Bank of America Home Loans. She earned distinction as Pacific SW Division Rookie of the Year in 2010 and made President's Club in 2010 as well.

In 2012, Kim was recruited as a Senior Mortage Consultant with On Q Financial, Inc., a mortgage bank consistently ranked in the top 50 mortgage lenders in the U.S. The company is headquartered in Tempe, Arizona, and offers the full range of mortgage products. As an experienced professional, Kim is committed to finding the home loan solution that is best for each client, as well as delivering customer service excellence to clients and business partners.

Specialties: Kim enjoys working with all types of borrowers, but specializes in working with upper middle class borrowers who may have multiple streams of income (salary, pension, rental income, self-employment income), as well as borrowers who own multiple properties. She enjoys working with pre-retirees, investors, self-employed borrowers, veterans, as well as first time home buyers. Communication is her strength, and she prides herself on keeping all parties to the transaction informed throughout the loan process.

Quote: "Yesterday is history. Tomorrow is a mystery. Today is a gift. That's why it's called the present."

Connect: Contact Kim at kim.lynch@onqfinancial.com, at her office (480) 305-6243, on her mobile (480) 318-2547, or visit her website below!

member since march 2018

Megan Mayhall, CIC, CWCA | Risk Management & Personal Insurance Consultant

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About: Megan is a Risk Management and Personal Insurance Consultant with over a decade of experience. She continues to enhance her knowledge and expertise in risk management and insurance by maintaining designations and staying relevant in today’s changing exposures on personal and corporate risk. Megan has earned her Certified Insurance Counselor designation and in the process of earning the Certified Personal Risk Manager Designation through the National Alliance of Insurance

Education. A third generation Arizona Native, Megan is an Alumni of Arizona State University.

MJ ranks in the Top 100 Independent Agencies in the nation and has been named one of The Best Places to Work in Arizona. MJ is a proud member of Assurex Global, an exclusive Partnership of the most prominent independent insurance agents and brokers in the world. Assurex Global Partnership gives MJ and Megan the capability to service clients across the globe.

Megan is actively involved in the community through her volunteer work Co-Chairing the 2018 and 2019 ICAN’s dreamBIG gala and a Member of ICAN’s Board of Directors. Outside of MJ, Megan loves spending time with her husband and two young boys. Megan is honored to be featured in the 2019 Phoenix KNOW Book, 100+ women you must know and do business with.

Specialties: Megan specializes in protecting financially successful families with complex risk profiles; requiring creative solutions on their personal and commercial insurance needs. She has a deep understanding of the exposure between their business and how it transfers to her clients personally. In addition, Megan consults private and public companies on their property & casualty insurance and risk management programs while working closely with the Executive Team and Board of Directors.

Megan values the importance of building long-term relationships and becomes a trusted advisor; helping to manage and minimize the uncertainty of losses that can adversely affect her client’s assets and financial statements.

Quote: "Do one thing everyday that scares you. Those small things that make us uncomfortable help us build courage to do the work we do". -Eleanor Roosevelt

Connect: Contact Megan at Megan.Mayhall@mjinsurance.com or at (602) 772-3300 or visit her website below!

MEMBER SINCE FEBRUARY 2019

Jeri McGwin | Vice President

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About: Jeri is the proud co-owner of Sonoran Classic Builders, a custom home builder and remodeler. A passionate communicator who has called Phoenix home for more than 20 years, Jeri loves helping Valley residents realize their dreams and find “home at last.” Along with her husband, she started Sonoran Classic Builders in 2002 when two couples approached them for help with their homes. Since then, Phoenix Business Journal has named Sonoran Classic Builders to its top Custom Builders and

Remodelers list, and Phoenix Home & Garden featured one of their custom homes in a 10-page article. Together, Jeri and her husband bring more than 45 years of experience in construction to Sonoran Classic Builders.

Specialties: Jeri has expertise in hillside building, with many of their homes being built on mountains. She also specializes in working with clients that reside in other states during the building phase with established and effective means of communication to put them at ease.

Quote: “Your true success in life begins only when you make the commitment to become excellent at what you do.” - Brian Tracy

Connect: Contact Jeri at jeri@sonoranclassic.com or at (480) 223-3996 or visit her website below!

MEMBER SINCE OCTOBER 2018

Cristi McMurdie | Owner and Lead Counsel

MCMURDIE LAW OFFICE, PC & whymediate mediation services
MCMURDIELAW.COM | CRISTI@MCMURDIELAW.COM | (480) 777-5500

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About: As a graduate of Arizona State University College of Law in 1992, Ms. McMurdie began her career in insurance defense work and within a couple years, opened her own family law office, McMurdie Law Office, PC.  Ms. McMurdie has been primarily practicing that since then over two decades.  Ms. McMurdie has handled other type of cases including estate planning, probate, bankruptcy and personal injury which adds a

greater depth of understanding in family cases.

In 1997, Ms. McMurdie became a mediator to handle divorce and family matters where as a neutral, she assists couples to reach their own agreements and stay out of court.  This role combines all of Ms. McMurdie’s training that includes law, mediation, professional coaching along with Landmark and PSI transformation training.  Ms. McMurdie recently attended the PSI Basic and PSI7 seminars to continue to enhance her skills for her clients as well as for herself. For more information about Ms. McMurdie please take a look at her website: www.mcmurdielaw.com.

Ms. McMurdie is a Certified Adler Business and Life Coach, a Marcia Weider Dream Coach and a certified WHY Coach and these skills are utilized daily in all cases whether it is full representation, collaborative law, mediation or divorce coaching to help client during one of life’s most intense transitions – divorce and to create new lives that support their dreams.

Ms. McMurdie is the current president of the local organization of collaborative practitioners called the Collaborative Professionals of Phoenix.  Teams are formed at the beginning of your family law case that sign a Participation Agreement stating that if we do not reach full agreement, we are conflicted from the case and cannot continue should the case proceed to litigation.  The Phoenix chapter is thriving and growing and helping many families complete their cases with the help of professional teams that keep you out of court.

 Ms. McMurdie is a recent member of The W Source™ and has found success by participating in the community for her entire career. In May 2018, Ms. McMurdie graduated from the esteemed Tempe Leadership Program wherein her Class 33 raised all the funds and built a sensory garden for The Center for Habilitation in Tempe that trains and employs disabled adults. Ms. McMurdie is active in the Tempe Chamber of Commerce, Arizona Business Council and Eliances, knowing that connecting people is the best way to build business while helping others build theirs.

Specialties: Ms. McMurdie specializes in family law with a focus on dispute resolution through collaborative practice, mediation and sound negotiations. When Ms. McMurdie represents parties in a litigation case, she utilizes the dispute resolution services provided by the Maricopa County court to again reach settlement and save her clients money, time and emotional health. She has provided excellent representation and mediation services to parents and families for more than two decades. Ms. McMurdie stays fresh by seeking training in related areas of collaborative law, mediation, communication, coaching and healing work.

Quote: Since the opening of her first solo law practice in 1997, Ms. McMurdie's tag line has been "First Negotiate, Then Mediate and Last Litigate". She operates by the principles of her tag line and helps people reach agreement at the table and stay out of the court room. One of Ms. McMurdie's closest coaches coined the saying about Ms. McMurdie as follows: "She either finds a way or makes one!" and Ms. McMurdie prides herself in being creative in problem solving to help clients achieve their desired results.

Connect: Contact Cristi at cristi@mcmurdielaw.com or at (480) 777-5500, or visit her website below!

MEMBER SINCE AUGUST 2018

Robyn Moore | Founder & President

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About: Robyn is a savvy and experienced publicist who has devoted her career to first-class representation, building reliable media relationships and helping clients gain results that will have an impact on their business. As founder of Mack Media Relations, Robyn has been instrumental in building innovative brand awareness campaigns for local and national companies. Her strong work ethic, integrity and outgoing personality are

what drive Mack Media Relations to be successful and ensure happy clientele.

Before founding Mack Media Relations, Robyn worked for top agencies in Phoenix and Los Angeles where she represented and managed local and national brands in an array of industries, including consumer, travel, health and fitness, tech, real estate and more. She has experience working in the media too! Robyn was the co-host for an award-winning morning radio show in Phoenix and she continues to be a familiar face in the Valley as a TV lifestyle expert.

Robyn grew up in the Valley and graduated from Arizona State University with a B.A. in Journalism and Mass Communications.

Specialties: Mack Media Relations' core mission is bolstering clients’ exposure and propelling their brand identity through the credibility and power of earned media. Robyn focuses on quality over quantity. She works to deliver results that will effectively impact all areas of importance to you and your business. Having previously worked in the media, Robyn provides great insight on both sides of the industry and an integrated approach to PR campaigns.

Quote: "Your life is your message to the world. Make sure its inspiring." - Unknown

Connect:
 Contact Robyn at robyn@mackmediarelations.com or at (480) 242-8001 or visit her website below!

MEMBER SINCE SEPTEMBER 2018

Desirae Outcalt, AAP | Senior Vice President, Relationship Banker

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About: Desirae manages commercial banking relationships. She is always looking for opportunities to grow her portfolio as well as her skills in banking. She has experience in Deposit Operations and is proficient in finding the correct product to place the clients in. Desirae is the primary contact for high profile commercial relationships and affluent clientele. She is responsible for treasury sales and client education. She enjoys

helping her clients become successful by allowing them to build their business and not have to worry about their banking.

In her spare time she helps many non-profits such as Junior Achievement, TGen, American Cancer Society and American Heart Association to name a few.

Specialties: Desirae specializes in assisting businesses make the most out of their banking. She gets to know how businesses operate and then guides them on how to best utilize their bank and save money and time.

Quote: "Whether you think you can, or think you can't... you're right." - Henry Ford

Connect: Contact Desirae at doutcalt@parkwaybank.com or at (602) 765-8509, or visit her website below!


MEMBER SINCE APRIL 2018

Debbie Pontikas | Realtor

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About: After graduating from the prestigious Rice University in Houston, Texas, with her Masters in Business Administration, Debbie spent over a decade developing an expertise in marketing real estate while serving as Vice President of Marketing for several National and Global real estate investment companies. Now in her fifth year as a Residential Real Estate Agent, she aims to serve as your long-term personal Real Estate Advisor. Debbie offers

personalized service and is a knowledgeable, professional, results oriented agent. She makes the real estate buying and/or selling experience a productive and pleasant one.

Specialties: Debbie believes everyone deserves a place they can call home... that home ownership is a gift that provides a sense of security, warmth, belonging and accomplishment. Debbie believes when someone seeks help to sell or purchase a home, they deserve to be treated with respect, honesty and with the highest degree of professionalism. These fundamental beliefs fuel her passion for real estate and are what drive her to be the best Realtor she can be for her clients.

Quote: "It's not how big the house is, it's how happy the home is." - Unknown

Connect: Contact Debbie at Debbie@debbiepontikas.com or at (480) 335-8604, or visit her website below!
 

MEMBER SINCE MARCH 2018

Emily Soccorsy | Co-Founder

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About: Emily Soccorsy, co-founder Root + River (@emilyatlarge) believes when emotions are translated into words, powerfully real brands are born. A former journalist, publisher and corporate marketing executive, Emily has strategically told the stories of world-renowned artists and thinkers, innovators, government officials and business leaders, engaging audiences with her incisive, emotional writing and positioning. Her experience in human behavioral research and neurological studies paired with

her intuitive ease and on-the-spot artistic renderings make her an extraordinary speaker and facilitator. Co-founder of Root + River, and a world traveler, she holds a master’s degree in non-fiction writing, 20 years experience in language, strategy and communications and the hands of two children.

Specialties: Through Root + River, Emily works with leaders who want to take an inward journey to uncover the heart of their brand. Using their Root Session process of brand discovery, she practices intrinsic branding with her clients: providing them clear, powerful messaging, brand strategy and category design. These are foundational elements to any rebrand project or branding initiative. Some end results of intrinsic branding work are: shortened sales cycles, expanded brand perception and more lucrative business opportunities.

Quote: “Creativity is the outward sign of inner work.” - Emily Soccorsy

Connect: Contact Emily at emily@rootandriver.com or at (480) 326-5590, or visit her website below!

MEMBER SINCE DECEMBER 2018

Karen Stillwell | Associate

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About: Born and raised in Arizona, Ms. Stillwell is an experienced trial attorney who has seen all three vantage points of a courtroom: as a prosecutor/plaintiff’s attorney, as a defense attorney, and more recently, as a Superior Court Commissioner.

Ms. Stillwell received her Bachelor’s Degree from Northern Arizona University, and J.D. from the Sandra Day O’Connor

College of Law-Arizona State University, with Pro Bono Distinction for dedicating her time volunteering.

While attending Arizona State University College of Law, Ms. Stillwell was an Editor for Jurimetrics: The Journal of Law, Science, and Technology and argued her first case before the Ninth Circuit Court of Appeals as a law student. After graduating from law school, Ms. Stillwell was a judicial law clerk for the Arizona Court of Appeals, Division One. She then practiced complex civil litigation with a large firm in Phoenix. Subsequently, she had a diverse civil litigation practice and served as a city prosecutor in rural Arizona. Ms. Stillwell is now practicing law as a trial attorney for a busy civil litigation firm and serving as a Judge Pro Tempore for Maricopa County Superior Court.

Specialties: Ms. Stillwell specializes in trial and appellate practice in various areas of civil litigation, including general insurance defense, medical malpractice defense, municipal and governmental liability defense, and conducting settlement conferences/mediations on civil litigation matters. In each representation, Ms. Stillwell recognizes the privilege to be an attorney and the obligation to serve the community with integrity, honesty, and sincerity. Ms. Stillwell is not only committed to the services for her clients, she is committed to her family and her community.

Quote: “We don’t accomplish anything in this world alone.” - Sandra Day O’Connor

Connect:
Contact Karen at karen.stillwell@occlaw.com or at (602) 241-7000, or visit her website below!

MEMBER SINCE MAY 2018

Sherri Swan | Insurance Broker

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About: Sherri is an insurance broker with over 20 years of experience specializing in the needs of families, professionals, and small business owners. She is also a founding partner of San Marcos Insurance Group, an independent brokerage agency in Chandler, Arizona. Along with four partners, she founded the agency in 2010, and through much hard work and dedication has seen the business thrive.

Sherri strives to build strong relationships with her clients, who she considers friends. Her clients are her number one priority, a commitment that is evident in the fact that she still insures her very first client from 1997. Her commitment to relationships has been invaluable, as it has allowed her to understand her clients' needs, hopes, and plans so that she can recommend the most fitting insurance products. And in the circumstances where clients find themselves facing a catastrophic event, they have an agent who truly cares and understands and can provide guidance that makes a positive difference.

Specialties: With access to multiple insurance carriers, Sherri specializes in providing personalized insurance options to middle class families as they grow and change. Her goal is to work closely with families over several generations, covering grandparents down to their grandchildren. Central to this goal is her desire and ability to build long-lasting relationships with her clients.

Quote: "The sun will come out tomorrow. Bet your bottom dollar, there'll be sun." - Annie

Connect: Contact Sherri at sherri@sanmarcosinsurancegroup.com or at (480) 899-6633, or visit her website below!

member since march 2018