Vickie Garcia CFP® | Wealth Advisor

NEXTBRIDGE WEALTH ADVISORS | WWW.NEXTBRIDGEWEALTH.COM
VICKIE@NEXTBRIDGEWEALTH.COM | (480) 990-9100

About: Vickie is a Partner at NextBridge Wealth Advisors. 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@nextbridgewealth.com or at (480) 990-9100, or visit her website below!

member since november 2017

Debbie Pontikas | Realtor

THE BROKERY | www.thebrokeryaz.com
DEBBIE@DEBBIEPONTIKAS.COM | (480) 335-8604

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

Sherri Swan | Insurance Broker

SAN MARCOS INSURANCE GROUP  WWW.SANMARCOSINSURANCEGROUP.COM
SHERRI@SANMARCOSINSURANCEGROUP.COM | (480) 899-6633

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

Kim Lynch | Senior Mortgage Consultant

ON Q FINANCIAL, inc. | kimlynchteam.com
KIM.LYNCH@ONQFINANCIAL.COM | (480) 318-2547

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

Desirae Outcalt | VP, Specialty Deposits Portfolio Manager

PACIFIC PREMIER BANK | www.ppbi.com
DOUTCALT@ppbi.COM | (602) 445-6513

About: Desirae manages a 150MM portfolio of established businesses in the greater Phoenix area. 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.

Specialties: Desirae specializes in specialty deposit account products like 1031 Exchange, Third-Party Escrows and Non-Profit accounts.

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

Connect: Contact Desirae at doutcalt@ppbi.com or at (602) 445-6513, or visit her website below!

member since april 2018

Jean Laninga | Portrait Photographer

JEAN LANINGA PORTRAITS WWW.JEANLANINGA.COM
JEAN@JEANLANINGA.COM | (602) 616-4582

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

Allison Kierman | Managing Partner

KIERMAN LAW, PLC | WWW.KIERMANLAW.COM
AKIERMAN@KIERMANLAW.COM | (480) 248-5145

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

Elizabeth Hale | CEO

eeCPA plc | WWW.EECPA.COM
ELIZABETH@EECPA.COM | (480) 232-4470

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

Cristi McMurdie | Owner and Lead Counsel

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

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

MACK MEDIA RELATIONS | WWW.MACKMEDIARELATIONS.COM
ROBYN@MACKMEDIARELATIONS.COM | (480) 242-8001

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