A big shout out to Les Himes for a referral to his niece and her dairy farm for R&D credits. One might not immediately recognize that as an R&D endeavor, but Les did after he visited her and saw all the technology involved, He can truly think outside the box in a way that helps American business. Thanks Les! Chris

I want to thank Jay McDowell, the Business Optometrist. Jay is a prolific and brilliant business mentor who brings into focus areas of improvement for his clients. He is selective about his clientele and moreso about who he brings in to assist them. Jay has referred two wonderful new clients to me and counting. One such client may in fact help me generate business for Jeff Woo, another great friend and colleague here. Both clients had nothing but positive feedback to share about their experience with Jay. I look forward to helping them and learning more from Jay.

I would like to say thank you to David Silverman with NFP insurance. I needed a referral that I posted on Needs & Deals for a robotics manufacturer. He responded immediately with an excellent introduction that lead to an additional business opportunity. Thank you David!

I want a shout out and gave a big Thank You to Alan Frankel from the Leavitt Group-an Insurance Brokerage Firm, for his presentation to the CalCPA Business and Industry group that are CFOs, Controllers, Tax accountants and Financial Advisors. He gave a comprehensive update on the business insurance industry covering how the fires, hurricanes and covid have impacted the industry, and more importantly, what businesses should expect when renewing policies. Everyone attended commented how informative, educational and insightful it was. It came through clearly that Alan brings his business knowledge, his passion to solve problems for his clients as well as being effective in balancing risks and costs. Well Done! .

My thanks go out to Tricia Mangabat for her commercial and residential real estate referrals! Thank you Tricia. I appreciate you very much!

Many thanks to Anita Rodal, MS, of SBPI Services, Inc., a premier International Financial Services company, for introducing me to key executives of a publicly-traded company who are interested in SEO marketing services to reach their target markets. This introduction has the potential of developing into a long-term strategic relationship. Thank you, Anita, for your confidence and wonderful support.

I'd like to thank Edward Levin with USI Insurance for referring a Non-Emergency Medical Transport client who is having challenges with their coverage and premium. I appreciate the opportunity and confidence you have in me. Thank you Edward!

Anita Rodal with Associated Foreign Exchange would like to thank the wonderful David Silverman of NFP Commercial Insurance for a referral to a global employer organization that has clients in over 100 countries. Thank you for thinking of me!

Julie Widener is a CPA with Allegent Group LLP and she recently referred one of her clients to me for the possibility of applying for a reverse loan. Needless to say, I am thanking her for trusting me with one of her clients and I always appreciate referrals.

I would like to say thank you to David Silverman with NFP insurance. I needed a referral that I posted on Needs & Deals for a robotics manufacturer. He responded immediately with an excellent introduction that lead to an additional business opportunity. Thank you David!