LeTip Chester County East (CCE) continues to move and shake, having voted in two new members today! Welcome to Nive Dhanak of JBND Tax Books which provides bookkeeping, tax and small business services; and Philip Koberg of Selective Tileworks which provides custom design and installation of natural stone and ceramic tile. We look forward to sending many qualified leads your way!
Our first speaker today was Teri West of Superior Mortgage, our only mortgage consultant. Teri has close to 14 years experience in the mortgage consulting business. She works with clients the old-fashioned way by providing personalized, one-on-one attention. Teri guarantees a smooth mortgage process and personally attends the closing with her clients. She also offers credit report counseling, a very important step to any prospective home buyer. Teri is interested in working with new home buyers or with homeowners who are interested in upgrading.
Our second speaker was Gary Siano of NEXT Financial, with Gary’s personal brand as Guided Wealth Management. Gary, who has over 25 years experience in financial planning services, is an independent agent through NEXT Financial which is the fastest growing supplier of independent providers. He is a Certified Financial Planner who provides services to a broad array of clients – from young married couples to retired individuals. He was recently named in an independent survey by Philadelphia Magazine as a “5-Star Wealth Manager” in the region.
Congratulations to everyone for an excellent tip count this week: 2 inter-chapter, 9 inside, and 13 outside tips. Great job everyone!
Mark Your Calendars!:
1. Gary Siano has scheduled our next Lunch Bunch for Wednesday, October 28th at the Riverstone Café in Exton at 11:30am. Hope to see you there!
2. Our next Quarterly Business Mixer will be held on December 8th. Our Mixer Chair, Craig Constable – our only Life, Health & Disability Insurance pro – will provide us with details soon.