When I initially joined All Cities several years, ago Marty of Marcum LLP,  trusted me enough to send me my first referral as a new member. And recently, he referred me to another person for a reverse loan scenario quote. I really appreciate our friendship and the trust he has in me to assist his friends or clients.

I would like to thank Howard Blum. B-L-U-M is the “best lawyer uncovering money.” Howard recently reached out asking me to represent one of his clients at an in person Superior Court hearing in Orange County since Howard had a conflicting appearance elsewhere. While Howard and I are both litigating attorneys, we frequently consult with each other to take advantage of our knowledge and expertise in different areas. Working with other attorneys and other professionals in All Cities is a fantastic benefit of the Group.

I would like to thank Steve Lavaeddin at City National Bank. As Branch Manager at CNB's Santa Monica Office, Steve spearheads an excellent group of business relationship managers. Steve referred one of his team members who then reached out to introduce me to one of the Bank's customers with regard to a very interesting controversy in the entertainment space.

When reviewing the tax returns of a new client we noticed some numbers that did not seem to "Add Up". After the client sent a few years tax returns to Stacy Benda she made us aware of several large errors, and also provided a solution. THANK YOU Stacy for being an awesome resource for us an our clients.

I would like to thank business coach Jay McDowell of Exit Plan OC for referring his entrepreneurial client to me, who is looking to open her own salon and is interested in getting an SBA working capital loan. She is lucky to have you guiding her, Jay, and I look forward to working with her in the future!

Thank you, Carrie, for presenting at the Women's Group today. Carrie talked about how to read a financial statement, trends to watch, and how to use this information to improve your business. The group was so interested that we went beyond the allotted time. Great talk!

I would like to thank Eddie Levin for a great job finding home insurance for a friend and neighbor when her existing carrier was no longer offering coverage. Eddie also recently helped our daughter and her husband with home insurance when they purchased a new home. Eddie is very responsive and finds his clients the best options.

As an author of 9 books, Sumant was able to offer valuable advice on publishing in today's marketplace. Thank you, Sumant.

Just when I thought I was getting good at videos... along comes Bob Chesney. Bob has helped me with some recent productions and we are presently working on a new series of authentic Client Endorsements for 2022. Thank you, Bob. Looking forward to our next video together!

Thanks again to Chris Lake! Chris sent me a referral who has become a client. Great way to start the new year!