Al
Balzer
Balzer
Business Development
President
Al
Balzer is the president of The Balzer Companies,
a business development firm dedicated to contributing
to the success and development of growth oriented
companies for over 20 years. In addition to focusing
on basic strategic planning and implementation
issues, the mantra of the company is "helping
others achieve direction and results." This
extends the effort to mentoring and coaching executives
in leadership initiatives.
In
addition to being a certified TAB (The Alternative
Board) facilitator and certified strategic planner,
he is also a certified Birkman behavioral assessment
consultant and a coach/consultant for Gazelles
International. He is a past president of the local
chapter of the National Speakers Association and
has been honored as a John Wolfe Speaker of the
Year.
Cell: 832-654-5113
Ph.: 281-261-7747
Fax: 713-243-8595
Email: albalzer@comcast.net
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Scott
Bolton
RBC Wealth Management
Investment Planner
I
specialize in designing and implementing tax efficient,
risk diversified, wealth management plans for
high net worth individuals, their families, and
businesses by focusing on their long-term goals
and needs. I graduated from Abilene Christian
University with a bachelor of business administration
degree in finance and from The University of Texas
at Austin with a master of business administration
degree in finance and marketing. I have worked
as a commercial loan officer, adjunct professor,
taught business and investment-related seminars
and attended Texas Tech School of Banking.
RBC Wealth Management is the nation’s seventh
largest full-service investment brokerage firm.
The firm serves individual investors in more than
149 offices in 40 states coast-to-coast. Individual
and institutional investors can choose from a
broad range of investment products, account types
and advisory services — as well as personal wealth
management strategies and solutions — to help
them achieve their financial goals.
Cell:
832- 978-3949
Ph.: 713- 623-9290
Fax: 713-623-9283
Email: scott.bolton@rbc.com
Web: www.rbcdain.com
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Gary
Cooper
COOPER, BERGMAN & COMPANY, L.L.P.
Certified Public Accountant
GARY
N. COOPER, CPA, PC is a certified public accounting
firm which was formed in 1991, assisting small businesses
and individuals with accounting, consulting and
income tax planning and compliance. Services provided
include Quickbooks consulting, business valuation,
assistance with buy/sell transactions, due diligance,
development and implementation of policies and procedures,
accounting services and tax compliance and planning.
Cell:
713- 261-2411
Ph.: 713- 243-8591
Fax: 713- 243-8595
Email: gcooper@cooperbergman.com
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Brad
Dawson
Northwestern Mutual Financial Network
Wealth Management Advisor
Brad
Dawson helps people create and maintain a lifetime
of financial security through enduring relationships
with his clients. He specializes in the areas
of Asset and Income Protection using Insurance,
Estate Planning for efficient wealth transfer,
Tax Advantaged Retirement Planning, and overall
Financial Planning. By setting goals, developing
strategies, and monitoring the progress on a regular
basis, the likelihood of achieving your goals
is greatly increased. Brad was born in Houston,
graduated from the University of Texas, is married
to Maude, and has two sons Matthew and Taylor.
Northwestern Mutual has been providing financial
security for its clients since 1857, will pay
over 5 billion in dividends to clients in 2008,
and maintains the highest financial strength ratings
from the four major financial rating agencies.
Cell: xxx-xxx-xxxx
Ph.: 713- 972-8077
Fax: xxx-xxx-xxxx
Email: brad.dawson@nmfn.com
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Leroy
Eaglin
Onsite Network Support Solutions
Computer & Network Repair
Small
businesses are often unable to hire full time
computer support, that’s why we provide on-site
computer services, eliminating the need to transport
computer equipment to repair shops. Having us
on your team is like having your own computer
staff to repair and maintain your computers and
network.
Cell:
xxx-xxx-xxxx
Ph.: (713) 376-3735
Fax: xxx-xxx-xxxx
Email:leroy@onsitenetworksupport.com
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Mike
Elliott
Paychex
Payroll Provider
Mike
Elliott is a Sr. Consultant with the recognized
national leader in Payroll & Human Resource
services, Paychex, Inc (PAYX). Having been with
Paychex for almost 7 years, Mike specializes in
offering an ever-growing variety of payroll and
human resource products and services that help
clients do what they do best — run their business.
From calculating payroll and filing tax payments
to administering retirement plans, Paychex gives
its clients relief from administrative hassles
so they can focus on their bottom line.
Paychex
gives all companies, no matter the size, the assurance
of payroll tax filings and compliance, and the
ability to provide the competitive edge to keep
and maintain quality employees for the long term.
Cell: 713-805-5162
Ph.: 281-588-1500 x 21711
Fax: 281-588-1554
Email: melliott@paychex.com
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Darrell
T. Hail
U S I Southwest
Sales Executive
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Cell:
713-502-4485
Ph.: 713-490-4536
Fax: 713-490-9480
Email: darrell.hail@usi.biz
Web: www.usi.biz
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Steve
Hansen
Summit Financial Resources
Vice-President, Business Development
Steve
Hansen advises business owners about their financing
options to improve cash flow or acquiring assets
through debt. By thoroughly understanding the
clients’ goals and objectives, Steve offers a
“hands on” solution to business owners’ financial
needs. He accomplishes this through understand
all financing options and match them with the
option that best suits their business goals and
objectives, discussing the effects their personal
spending habits have on their ability to obtain
financing for their Company, and developing a
plan to stabilize their personal financial situation
to maximize their ability to obtain financing
for their Company
Summit
Financial Resources is a nationally recognized
provider of working capital financing to small
and medium-sized businesses in a broad range of
industries. With 12 offices nationwide and 20
years of experience, Summit has established itself
as one of the largest and fastest growing companies
in its industry.
Cell:
713-628-0101
Ph.: 713- 223-9797
Fax: 866-334-6459
Email: shansen@summitfr.com
Web: www.summitfr.com
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Lisa
Rimmer Iglesias
Keller Williams Realty The Metropolitan
Real Estate Consultant
Whether
you want to buy, sell or lease real estate, Lisa
is here to make sure you have a positive experience
while finding your next place to call home. Lisa
uses her past work experience in the interior
design industry to help her clients find the perfect
home and her passion for real estate makes it
easy for Lisa to make a full-time commitment to
her clients.
Founded
in 1983, Keller Williams Realty Inc. is an international
real estate company with more than 600 offices
located across the United States and Canada. The
company began franchising in 1991, and following
years of phenomenal growth and success, became
the fourth-largest U.S. residential real estate
firm in North America in 2006. The company has
succeeded by treating its associates as partners
and shares its knowledge, policy control and company
profits on a system-wide basis.
Cell:
713-256-1531
Ph.: xxx-xxx-xxxx
Fax: xxx-xxx-xxxx
Email: lisar@kw.com
Web: www.LRIhomes.com
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Garrett
Pye
Wells Fargo
Senior Business Relationship Manager
Garrett
Pye is a Senior Business Relationship Manager
with Wells Fargo Bank. He has 12 years of commercial
banking experience in Houston, TX. He has extensive
experience in a wide variety of commercial accounts
including commercial lines of credit, commercial
real estate, equipment lending, and SBA loans.
Cell: 832-584-1033
Ph.: 281-870-0928
Fax: 281- 870-9329
Email: garrett.pye@wellsfargo.com
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Ro
Royall
Business Extension Bureau
Direct Mail Marketing
Graduated
from University of Texas in 1987 with a degree
in Advertising. Worked for TRW Information services
(which was later bought out by Experian) in list
sales selling mainly to list brokers nationwide
. I have been with Business Extension Bureau for
the last 16 years selling mailing services, printing
& multiple lists to brokers and end users
nationwide. Thorough background in the direct
mailing industry. Married and have 4 children.
For the 50 years Business Extension Bureau has
helped local and national companies develop and
execute mail marketing programs. The company's
expertise extends from strategy development, through
list acquisition, mailer design, printing and
mail handling, for small or large businesses,
local or national in scope, for direct selling,
lead generation or general advertising purposes.
Cell:
xxx-xxx-xxxx
Ph.: 713-528-5568
Fax: xxx-xxx-xxxx
Email: ror@bebtexas.com
Web: www.bebtexas.com
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Warren
E. Sloan
Allstate Insurance Company
Exclusive Agent
I was born and raised in Houston and now live
in the Cypress area. My wife Jana and I have two
children, Alex is almost 4 and Megan who is 6
months old. I graduated from The University of
Texas at Austin with a BA in economics with a
specialization in banking and finance along with
a business minor.
I own and operate an Allstate Insurance agency
that is 40 years old this year. My focus is on
maintaining a reasonably sized office where I
can be very active in directly supporting my customers
with personal service and advice on all insurance
matters. The following insurance products are
available: home, auto, flood, life, boat, motorcycle,
ATV/4 wheeler, jet ski, classic car, classic boat
and business.
Cell:
713-417-1819
Ph.: 713-464-4442
Fax: 713-464-4689
Email: warrensloan@allstate.com
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Tim
Smith
The Plaid Group
Principal
Radically
Simple Consulting.
Tim
Smith is a Principal with The Plaid Group which
specializes in
increasing the profitability and operational performance
of privately
held middle-market businesses. For more than 20
years, he has worked
with growth companies of all sizes on efforts
such as:
·
Restructuring business operations to support business expansion
·
Developing programs for measuring and managing
both enterprise and business process performance
·
Increasing enterprise productivity
·
Developing and implementing growth strategies
·
Increasing cash flow and profits.
Cell:
713-416-6963
Ph.: 713-627-3569
Fax: xxx-xxx-xxxx
Email: tim@plaidgroup.com
Web:
www.PlaidGroup.com
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Hans
Stronck
Expense Reduction Analysts
Director
Hans
Stronck is Director and minority owner of Expense
Reduction Analysts (ERA), the largest expense
reduction consultancy in the world. ERA helps
companies and organizations of all sizes and in
all industries find extra profit by reducing non-core
costs without sacrificing quality. ERA consultants
have implemented over 10,000 cost-saving projects
worldwide. We are industry experts in over 25
overhead cost categories, averaging 20% reduction
across all categories. ERA consultants work on
a contingency basis - no savings no fee.
Cell:
713-391-4746
Ph.: 713-271-3299
Fax: 713-271-3604
Email: HStronck@expensereduction.com
Web:
www.expensereduction.com
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Jeff
Wagner
Republic State Mortgage
Mortgage Banker
Jeff
has a stable and successful sales and marketing
background focusing on the advertising and mortgage
banking sectors. He is a well connected Houston
business leader who specializes in partnering
with like professionals to help grow their respective
businesses.Jeff is with Republic State Mortgage
which is a locally owned mortgage banking firm.
He has the ability to shop the top lending institutions
in the country.
Cell:
713-927-6003
Ph.: xxx-xxx-xxxx
Fax: 713-961-5587
Email :jwagner@rsmc.net
Web: www.rsmc.net
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Jeff
Wheelock
Dickinson & Wheelock Attorneys at Law
Partner
Jeff
is a partner with the law firm of Dickinson &
Wheelock, P.C. He focuses on business and franchise
law. He regularly helps clients buy and sell businesses.
See Jeff’s full profile at:
www.texasfranchiseattorney.com/attorneys.
Dickinson
& Wheelock, P.C. was founded in 1998, our
law firm is dedicated to business and franchise
law. We represent both new and established businesses
in all of their legal needs. Our specific practice
areas include Business Transactions, Franchise,
Employment, Start-Up/Business Organizations and
Commercial Litigation .
Cell: 713-906-5333
Ph.: 713-722-8118
Fax: 713.722.7003
Email: jwheelock@dwlegal.com
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