Karen S. Boardman
Attorney
5821 Fairview Road, Suite 500
Charlotte, NC 28209
Phone: 980-819-4069
Karen Schuller Boardman focuses on guarding her clients’ assets, both professional and personal. Karen advises emerging and established business and creative clients in protecting their intellectual property through trademarks and copyrights, with a registration rate of at least 95%. Karen counsels businesses on entity formation, contract drafting and negotiation, sales transactions, and other day-to-day operational matters. Karen assists nonprofits with organization and tax-exempt status applications, as well as their intellectual property and business needs. Karen helps clients on estate planning, as well as handing administration of estates in probate. Karen is licensed to practice in North Carolina and Tennessee.
Mary F. Roberts
Owner
1800 Camden Road, Suite 107-268
Charlotte, NC 28203
Main: 704-910-0528
Fax: 866-217-6078
Accounting issues can be confusing, costly and time consuming. I specialize in Individual and Small Business Accounting, Bookkeeping, Payroll and Taxes. I work with individuals throughout the year and at tax time to make sure they are maximizing their deductions to pay the lowest tax possible. I help Small Business Owners set up their Accounting systems, provide payroll and financial reporting assistance and consultations. No project is too small.
Sherre DeMao
CEO - Strategy Maestro
7210 Hunters Bluff Drive
Denver, NC 28037
Main: 704.483.2941
Cell: 704.231.3847
Sherre' is passionate about inspiring new thinking to empower positive change and prosperity. As an author, writer, international speaker, and entrepreneur, she inspires leaders and individuals around the globe through her nationally acclaimed books, contributing articles, monthly columns, and weekly Dream Wide Awake blog and email communication. Her first book, Me, Myself & Inc. A Synergized World, An Energized Business, Living Your Ultimate Life, changed the way running a business and life as an entrepreneur was viewed and approached. Her book, 50 Marketing Secrets of Growth Companies in Down Economic Times, was cited as a book " … to be referred to time and time again." Her latest book, Dream Wide Awake" was chosen as a Leadership Book for the National Association of Women in Construction in 2020. As CEO and BizGrowth Maestro of BizGrowth Inc., Sherre' brings more than 30 years of best practices and validated operational, strategic, and value-building success to entrepreneurial enterprises. Her work as a growth strategy consultant, CMO or COO on-call helps build companies of value and worth, and business owners enjoy prosperity and satisfaction. If you are seeking to scale your business and build a company of value to ultimately cash in for all your hard work and efforts, you need to have Sherre' as a part of your advisory team.
LeeAnn Shattuck
Chief Car Chick
2597 Lower Assembly Drive
Fort Mill, SC 29708
Office: 704-248-8706
Cell: 704-724-5679
Fax: 720-247-8706
The Car Chick is a unique car buying service that helps women (and smart men) get a great deal on a new or used car without all the crap the comes with traditional car buying. We help you to pick the Perfect Car ™ based on your unique lifestyle, budget and personality, saving you hours of research time. We do all of the yucky negotiating for you, including your trade and financing, to make sure you get a great deal and are treated with the respect you deserve. In most cases, the car is delivered to you, so you can sign the paperwork on your kitchen table instead of sitting at a dealership for 5 hours. You will never want to buy a car any other way! Call us today to schedule a free Car Chat
Jennifer Szakaly
Care Manager
6135 Park South Drive
Suite 510
Charlotte, NC 28210
Main: 704-945-7170
Fax: 877-513-6075
Cell: 704-492-0554
I opened the Charlotte-based geriatric care management and counseling firm, Caregiving Corner, in 2005 to assist caregivers of older adults in navigating the long-term care system and to arm them with the knowledge they need to make informed decisions when dealing with a crisis caregiving situation. As a gerontologist and nationally certified geriatric care manager, I understand the social and psychological complexities of caregiving. I have experience working with other senior care providers, so my knowledge of the aging services network in the Charlotte, NC area is extensive. Because of my expertise, I am also frequently asked to provide training to corporations who employ Baby Boomers who are juggling caregiving and careers, marketing seminars to aging-related businesses on media relations, and various types of speaking and educational events.
Specialties: Assessments, referral & placement services, family mediation, care plan development, VA benefits application assistance, Mediation application assistance, service coordination, monitoring of long-distance caregiving situations, and crisis intervention.
Becca Bazzle
Massage Therapist
447 South Sharon Amity Ste. 225
Charlotte, NC 28211
Main: 704-806-8380
Essential Therapy...Relieve your pain, Retrain your muscles, Rebalance your body and Relax and enjoy life. Specializing in Pain Management, Post Surgery/Injury Rehabilitation, Scar Tissue removal, Sports Injury prevention, Relaxation, Pregnancy. Massage therapies include Deep Tissue, Deep Swedish, Swedish relaxation, Neuromuscular Re-education, Myofascial Release, certified pregnancy massage. On-site chair massage is also available for any occasion.
Jordan Almond
Branch Marketing & Events Manager
6230 Fairview Road Ste. 270
Charlotte, NC 28210
Office: 704-594-2359
Cell: 704-763-0952
Fairway Custom Mortgage Group provides loan options tailor-made to fit the needs and financial framework of our clients. Your home buying experience is our team's top priority and our process makes applying for a home loan easier than ever. We listen to and understand the needs of our clients and recommend loan options based on those needs. What makes us different? Our core values: excellence, speed, service, simplicity & joy! It would be our honor to serve you during one of the most memorable times in your life.
Amber Pendlay
CISR
1501 East Seventh Street
Charlotte, NC 28204
Direct: (704) 604-7764
Office: (704) 954-9000
Fax: (704) 344-8877
Do you know what coverages you have? We at HB Cantrell & Co are here to ensure the things that matter most to you are protected. As an independent insurance agent serving the Carolinas – we can review your current policies and advise were gaps may exist. We work with over a dozen insurance carriers to help you find the right protection at the right price. We offer a wide array of insurance services!
Auto - Home - Umbrella, Life - Long-Term Care - Disability - Medicare Supplement – Small Group Benefits
Laura Taylor
Health Insurance
4350 Congress St, Ste 300
Charlotte, NC 28209
Main: 704-443-5076
Health Plans of North Carolina was started in 2005 as a new consumer tool to help people know their choices and navigate through the decision making process of buying the right health insurance protection.
We are an exclusive Blue Cross Blue Shield of North Carolina (Blue Cross NC) agency with an extensive staff and qualified agents that work for you, not the insurance company. Our firm exists on a foundation of ethics that helps to guide us every day.
Throughout our history, we have adhered to guiding principles and essential values which are based on traditions of quality and integrity - principles which remain integral to our agency character.
Jessica Lackey Consulting
Main: 503-410-6446
Growing your business to mid six figures is a challenge. But scaling to seven figures and beyond is a completely new world. You suddenly find yourself overwhelmed with managing a team, building systems, and managing this growth instead of focusing on the vision for your business and having the freedom you crave as a business owner. You had a dream for your life and business; let’s get that dream back on track.
Jessica works with entrepreneurs as a Fractional Chief of Staff to put soul back into the scaling process. We work to define your business operations so you can get back time, freedom, and peace of mind knowing that your business is on track. We use our 4S system (Soul, Strategy, Operating System, and Success metrics) to structure your business for scale. You get to be the expert in your product or service once you bring on Jessica to be the expert in helping you run and grow your business.
Leigh Bryant
Director of Sales, CEO
Keller Williams Realty SouthPark
5925 Carnegie Blvd, #250
Charlotte, NC 28209
Cell: 704-516-3318
Leigh Bryant and her Team at On The Move Charlotte consist of small group of experienced agents within the Keller Williams South Park umbrella. We have 40+ years real estate experience in all sides of a real estate transaction. Leigh is the Team Owner and Director of Sales with 19 years experience in selling, investing, training, and coaching. Her agents are top notch sales people who are the best in their field. Whether you know someone who is a first time home buyer and needs a little more assistance along the way or a savvy investor selling their 25th property - we have an expert for that. Even if you just need a great vendor, lender, contractor, painter, plumber, insurance agent, etc, etc, we have the right professional for that as well. Let Leigh can be your connector!
Perry Blickenstaff
President
516-D River Hwy, #172
Mooresville, NC 28117
Cell: 704-577-7652
Andrea Buschur
Financial Services
2701 Coltsgate Road, Suite 220
Charlotte, NC 28211
Office: 704-421-7847
Fax: 877-840-2373
Cell: 704-995-3535
Andrea holds the position of Financial Advisor at The Prudential Insurance Company of America’s North Carolina Agency. As a financial professional her work involves developing strategies that reflect her clients’ investment, retirement, insurance and estate planning needs, as well as helping to pursue their goals with a wide range of financial products and services. Andrea has 20 years of experience in the industry. She specializes in working with small businesses and their unique planning needs. Below is a brief reason as to why she entered into the industry and also what continues her to succeed in the business:
" I became involved in the Financial Services industry after my father was killed in a car accident. I then realized the power of what my family’s Financial Professional meant to my family during this difficult time. The important role he played in allowing us to grieve and not have to worry about the finances is what drove me to become a Financial Professional. Over the following years, I worked hard and made that same promise to many other families. Then one day I received that “call” and had to fulfill the promise I had made several years before. I was able to provide that family with the financial security I had received after my father had died. It was a career changing moment and I will forever have a passion for what we do every day."
Angela Simcox
President/Owner
Charlotte, NC 28212
Cell: 704-780-7811
Queen City Event Management & Consulting is a full-service event management & consulting firm. Queen City Event Management is here to help its clients at all stages of the event planning process – whether you have already began planning your event or simply have a concept that you need brought to life! Specializing in corporate events such as golf tournaments, black tie dinners, tradeshows, general sessions and board meetings we are here to help bring a unique light to your event. With Queen City Event Management you will receive one-on-one attention so that your event is everything you wished it to be.
Tammy Rojas
Head Creative Chic
Huntersville, NC
Office: 704-274-9978
Cell: 917-992-4573
Tammy Rojas, head creative chic at redhot marketing & design, has never had to ask the question “what do I want to do with my life?” The answer was always there - design beautiful things and make people happy, of course! She has been doing just that for over 25 years, for companies such as Not Fade Away Graphics, ToysRUs and dressbarn. Eager to “never work in a cubicle again”, Tammy left NY in 2008 and redhot marketing & design was born! She loves partnering with her clients to help them achieve their marketing and design goals in the most creative way possible.
Branding | Print Design | Web Design | Social Media | Public Relations
Candi Ruppert
Certified Professional Organizer®
Estate Clearing Specialist
5632 Flowering Dogwood Lane
Charlotte, NC 28270
Phone: 704-906-9242
Candi Ruppert is a community-focused Professional Organizer and Estate Clearing specialist whose talent lies in helping families that have a loved one in senior care or that have had a death in the family to clear out all the contents of the house within a week. Her company, Sage Organizing Co., specializes in Full Service Estate Clearing, and offers Do-it-Yourself Estate Clearing training
Lisa Speer
Founder
933 Louise Ave. Suite 101-09
Charlotte, NC 28204
Main: 917-533-6397
Do you want your brand to work as hard as you do to get clients? Branding is bigger than your logo and a powerful tool if you know how to use it. Lisa Speer is the founder of Speerhead Solutions, a strategic branding business. We take the mystery out of branding and make your brand work for you and your business – so you can attract your ideal clients and shorten your sales cycle. Service business are our sweet spot.
Jenni Miehle
Owner/Designer
Mooresville, NC
Cell: 704-995-7753
As a freelance graphic designer and “grammar nerd,” my specialty is informational documents - things like reports, training manuals, workbooks, forms, etc. I help small to medium size businesses (and nonprofits) look professional and communicate effectively by designing materials that are well-organized, visually appealing, and consistent with their brand.
Rebecca Richardson
Senior Mortgage Consultant
2015 Ayrsley Town Blvd,
Suite 202
Charlotte, NC 28273
Main: 704.488.8883
My passion is empowering clients to successfully manage their mortgage and maximize the advantages of homeownership.
Staying focused on clients’ needs, I provide consultation and information on the appropriate mortgage strategy to meet your goals. The mortgage process is simplified by my accessibility and accountability as well as clear and consistent communication.
Over a decade of mortgage experience provides the knowledge clients expect when navigating today’s lending environment. As evidenced by repeated recognition as a top mortgage professional, my clients receive prompt and personalized service. I am able to offer a wide variety of loan programs to meet your specific objectives. It would be a pleasure to fulfill your mortgage needs.