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!

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!
 

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!

 

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!

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!