Co-Chairmen:

Tim Smith
Jeff Wagner


August 22nd Speaker:

Jeff Wheelock will be speaking for Tim Smith tomorrow and the Topic is Common Legal Myths. You won't want to miss this.

Upcoming Speaker List:

Aug. 22-
Aug. 29-
Sept.  5-
Sept. 12-
Sept. 19-
Sept. 26-

Archived Newsletters :

- Proposed Policies
- 3rd Qtr, '08

- 2nd Qtr, '08
- 1st Qtr, '08

 

 

 

 

Membership

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


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


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


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


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


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


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


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


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


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


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


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


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


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


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


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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