Industry Stakeholders - Finance & Insurance

The Linkous Group, Ltd. is an Arizona Corporation with Susan R. Linkous, AIF® serving as President. The firm is a Registered Investment Advisor (RIA). With over 20 years experience, Ms. Linkous has been named to Business Journal's "40 Under 40" and is frequently quoted in the Arizona Republic's "What They're Buying" column. Ms. Linkous holds the following securities licenses: 06, 07, 24, 63, 66 Registered for securities in the following states: AZ, CA, GA, IA, IL, IN, MA, MI, MN, NH, OR, SC, SD, TX, UT, WA, WI Registered as Investment Advisor Representative in the following states: AZ, CA, TX The firm and Ms. Linkous also hold various insurance licenses with the State of Arizona.

I am a Fountain Hills resident for the past 17 years and the owner of J Harris Insurance Agency. I specialize in health insurance for individuals and families as well as insurance for those either on Medicare or transitioning into Medicare. 98% of my business is focused on serving Fountain Hills residents with their health insurance needs. 

As your local Farmers® agent in Fountain Hills, The Scott Schlossberg Agency is located on the corner of Shea and Saguaro right behind the MCO building. My agency has been in existence for over 40 years. If you can't find me in the office, there is a good chance I can be found trail running or snow skiing. We are extremely involved in the local community and provide very personalized service for all of our clients -- whether that's auto, home, life, financial services, renters, business insurance and more.

We have recently opened our 2nd location in Wickenburg, AZ. Our office is located at 84 N Valentine Street right next to Anita's restaurant. We look forward to having a local presence and serving the fine people of Wickenburg, Congress, Morristown, Wenden, Wittman, Salome and other surrounding areas.

Give me a call at (480) 833-0194 and I'll be happy to answer any questions you might have.

I am a QuickBooks Advisor for both QuickBooks Desktop and QuickBooks Online.  I offer a range of services, from set-up and personal one-on-one training to newly formed businesses to assistance to help you ensure proper bookkeeping practices are in place for your company once you are in business.  QuickBooks support is also an important aspect of what I offer in this area of finance.. Actual bookkeeping services are offered on a limited basis at this time.

My wife, Becca, and I have been calling Fountain Hills since 2013.  We have 3 children that span age 2 to age 9 (as of writing this in 2021) who attend the Fountain Hills school district. 

I serve the local community as a Board of Director for the Fountain Hills Sanitary District as well as a Board Member for the Fountain Hills Community Foundation.  We are also proud sponsors of the Fountain Hills PTO, Little League and Soccer Club. 

I am a Co-Founder and Wealth Advisor for SilverTree Wealth Partners where I partner with local residents and business owners in managing all aspects of their wealth.  We offer our Financial Services through Raymond James.  

In my spare time, I'm either tearing up the trails of McDowell Mountain Regional Park on my mountain bike, taking the family on off-road adventures in our Jeep or something else outdoor-related with the family!

Since 2010, I am a Financial Advisor serving affluent households, helping business owners, and ultra high net worth individuals with not only investments, but also liability management with residential & commercial lending through Bank of America, covering risk mitigation through annuity and insurance products with Merrill Lynch Life Agency, Inc., family trust & estate wealth planning services, and other fiduciary duties as a wealth manager. This is achieved through active & tactical portfolio management with Merrill's world class research, and a team of brokers with over 100 yrs of combined industry experience. The WSH & Nail Group, serves Arizona's finest families. Areas of focus include portfolio management, investments, equity and fixed income selection, cash management accounts, IRA's, retirement planning, and life insurance & annuities. Registered with FINRA Series 7 and 66 registrations. Member of SIPC. NMLS #1185571. NPN #16162372.

With more than 15 years of experience in the financial services industry, Terry Cox advises and educates clients on a broad range of financial / investment planning strategies.

As a financial representative with Thrivent, I work with clients of all ages and backgrounds to provide financial services and products. Working together, we can help you assess your current situation and develop a customized financial strategy to help you reach and protect your goals.

Today, it's common to have multiple financial goals and concerns. That's why we take a broad-based approach to serving our members. It's important to understand how different factors can affect your financial picture.

I previously was editor of "The Fountain Hills Times" newspaper and have been working in the community since 1983. I am currently active with the Noon Kiwanis Club, Fountain Hills Drug Prevention Coalition and am a former Town Councilman.
 

I have over 30 years of experience, providing full-service accounting and tax services to individuals and businesses across all industries.  I am conscientious, attentive to detail, and proficient in complex tax matters.  
I specialize in small business start-ups.  I can help you determine the best entity type and prepare necessary filings.  To keep your business on track, I can help create and enforce budgets; setup, train and maintain your accounting; calculate, file and pay your payroll and sales taxes.  I love to clean up accounting messes.  Anything to keep you focused and informed.
In 2014, I became an enrolled agent.  Enrolled agent is the highest credential the IRS awards, earning me the privilege of representing taxpayers in federal tax court.  Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years.

https://www.edwardjones.com/scott-holman

Sheri Patton has been an American Family insurance agent in Fountain Hills, AZ since 2000. Sheri will encourage and champion you in pursuing your DREAMS. Whether you are purchasing a new car, buying a home, starting a small business or wanting to leave a Life legacy, Sheri will provide insurance options to protect your DREAMS. As your American Family agent, Sheri offers Auto, Home, Business and Life insurance options to fit your specific need and budget. Welcome to The Family!

My team is here to serve. Our unique backgrounds, training and experience have prepared us well to help meet your insurance needs. Additionally, as residents of your community, we understand how important it is to be there for you - our trusted friends and neighbors. Together, we're building strong partnerships that help everyone succeed.

Mirelle Wright is the Office Manager with Dahir Tax & Accounting Firm.  Prior to joining the Firm, she was a Paralegal with Pew Law Center and program specialist advisor at Maricopa Community Colleges.

During her time working with the Mesa Community College Red Mountain Strategic Planning Committee. She assisted on developing the Strategic plan for the next 5 and 10 years. Her strengths are in coordinating and researching the environmental, technological, social, political/legal, and global factors, the demographics, and am currently coordinating getting the focus groups planned.

What’s personal to Mirelle is her passion to help domestic violence survivors and educate people on the impacts of PTSD. Her dog Sadie is her emotional support animal and a saving grace.

Edward Jones is a different kind of investment firm. To us, face time and think time make sense. We meet with you to learn your individual needs so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for college, reduce your tax bills or ensure you have income to cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Join the nearly 7 million investors who know. Contact me today to help develop an investment strategy that makes sense for you.

Mark was the owner of Biermann Homes, Biermann Realty and MB Development for over 20 yrs.  In 2014 Mark and Bridget decided to make a change and go after another passion that did not require the massive overhead of their current business model. They became Independent Agents with First Financial Security and Certified Financial Education Instructors, specializing in working with employers and their employees.

In 2014, the Biermanns became Ambassadors for the city of St Paul. Mark was selected to be 2014 South Wind Prince for the Royal Family.  Also in 2014 First Financial Security (FFS) they have become Diamond Club Members with FFS, members of the Field Leadership Council with FFS, and Co-Founders of the GOALL Program.
2020 Joined FH Chambers, and are Ambassadors for the Chamber

I am a local State Farm Insurance agent. I started my career in 1980. I have serviced 1000's of clients with their Auto,Home and small business insurance needs. I'm originally from the home office of Bloomington,Il. I'm a Veteran of the US Army where I was an Officer for over six years. I have achieved several company awards to include Legion Of Honor,Ambassador Travel Qualifier,National Convention Qualifier and Central Arizona GAMA award. I am proud of my Office Manager Penny Logan who has been with me for going on 14 years and brings over 30 years of Insurance knowledge. We pride ourselves on unquestionably the best service you can receive for your  Insurance needs. We welcome anyone who would like a quote or just a visit to go over their current insurance.

After working for major health insurance companies for over 20 years, I have teamed up with my husband as  independent insurance agents to offer all major company products available in Arizona and we are licensed in most other states as well.  Zeurcher Consulting Group helps people comparison shop and choose Medicare plans and benefits (as well as other insurance), as it can be a difficult task to face alone due to so many choices and details.
At Zeurcher Consulting Group we offer you the security of discussing your needs with a licensed insurance agent whose name you will know and whose license you can verify.  Our customers have no complaints because they know they can call us for anything they need.  We provide exceptional, straightforward, no hassle service and for free!

Born and raised in the Philippines, Janice migrated to the United States in 2004. She pursued career in Banking, Accounting, and Finance between San Diego and Beverly Hills, until she joined her husband in his Fine Art Business the last 10 years. In 2020, while visiting Scottsdale, Arizona and pandemic hit, she decided to stay in Fountain Hills, and served as an Accountant for a Casino Resort. Earlier in 2021, she landed into a great opportunity and joined her partners in the business Paul and Miriam Ireton helping thousands of families and businesses become financially independent and have better future. 

Janice has served the City of Beverly Hills as co-chair for the Arts of Palm Centennial Celebration. She was also a member of California Polo Club and National Physique Committee. Currently member of Fountain Hills Art League, Sonoran Arts League, Fountain Hills Chamber, and patron of Desert Botanical Garden. 

Born and raised in Arizona. Father of 3 children. 2 of them were adopted from Ethiopia. I enjoy watching my kids play sports and spending time with my family. I have 3 businesses with the Chamber of Commerce here in Fountain HIlls. Birkett Entertainment (Mobile DJ services), My Credit MD's (credit repair services) and Neighborhood Loans (Mortgage Loan Officer)

Christine Itami is a native Arizonan who resides in Fountain Hills, and has made Fountain Hills her home since 2010.  She was raised in Scottsdale, attended all levels of school in the state of Arizona.  She is married to Russ Itami celebrating 40 years this year and has 2 grown children who live in Arizona.  
Christine has been in the insurance industry since 1987 and has had a career in the Property and Casualty industry, along with most recently her Medicare Consulting and Advising.  She enjoys traveling in her travel trailer, enjoying nature, and creating memories with friends and family.  
 

Throughout my life, I have found that I find the most joy when I am able to help others. Whether it is as simple as holding the door or as complex as putting together a road map for their future financial success, I want to help in any way I can.  I chose a career in the Financial Services industry because I believe I can truly make a difference in the lives of the families in my community.  After spending my early days in Bridgewater, NJ, I have planted some deep roots in Arizona for almost 30 years now. I have been happily married to the best guy I know (Mike) for the last 16 years and we are kept on our toes daily by our son Trenton (10) and our daughter Vivi (8) while also chasing some animals around the house and following our passions for the arts, travel and sports (my love of NJ Devils Hockey is still fiercely alive)!  I look forward to our future conversations about your stories and passions and how we can make sure your map leads to your treasures!

I am originally from NYC, (Da Bronx) and have been living here in AZ since 1994.  I moved here after spending 15 years in the US Air Force, 8 Years Active Duty (1979 thru 1987) and 6 Years as a dependent spouse, (1988 - 1994).  Many of those years were spent overseas including Incirlik AB Turkey during the Gulf War.  I volunteer for Honor Flight AZ which is an amazing organization where we take veterans back to DC to see the monuments if they served during a conflict.

Remarried 4 years ago and live in Scottsdale AZ where we just love it!  We love to spend time with family, take road trips and work on projects around the house.  I love to play golf as often as I can and have played every course in Fountain Hills with the exception of Sun Ridge Canyon.

Looking forward to retiring in the next 4 to 5 years.  (MORE GOLF) 

 

My grandparents first moved to Fountain Hills in 1979 from New York. My parents followed them out in 1987 and I grew up just down the road in Scottsdale. After growing up and going to school in Scottsdale, I completed my MBA in 2007 and went to work in insurance soon after. My wife and I moved back to Fountain Hills in 2010 and absolutely love it. We plan on staying in town for a long time and I am excited to become a bigger part of the community.

David Thomas Owens born in Freeport, LI, NY. Lisa Owens and I have been married for 32 years, we moved to Scottsdale in 1998 after our two Son's Nate and Jake graduated and moved out of our home, Lisa and I moved to the house we owned since 2008 in Fountain Hills on May 2019
Education: Hicksville High, BOCES School of Architectural and Commercial drafting, Nassau CC Business & Administration, Genral Instruments internal advanced Semiconductor engineering academy. 

Financial Professional with New York Life helping individuals and business owners to create, build, and preserve wealth through financial strategies that include estate conservation, retirement planning, college funding, employee retention, and other personal or business insurance needs.

Tolis Mortgage Financial Group was established in 2002 with it's first office in Fountain Hills, Arizona on Parkview Avenue.  Our new office is located in the Palisades Business Center at 16930 E Palisades Blvd. (Green glass building across the street from the Northend of Fountain Park.   
We specialize in residential mortgage lending.   As a mortgage brokerage we have access to all the mortgage programs you would traditionally find through banks, however we are faster and your experience will be dramatically improved working with our staff directly.  Our process is as stressfree as possible and we offer many more options than the traditional banks.   
If your in the market for a mortgage we would love to help you!   Please give us a call and compare our pricing and programs.   You won't be disappointed!
Licensed in multiple States throughout the USA.
 

Jay is one of the top real estate agents in Arizona and 100% focused on his clients success. He also believes in service to others. Jay was elected twice 2008, 2010 as Mayor of Fountain Hills and once 2004 as Councilman. Jay is one of the most respected professionals and community leaders in the area and in addition to being an Elected Official Jay has volunteered and served as: 
? Fountain Hills Planning & Zoning Commission 1999-2003
? 2018 Fountain Hills Business Person of the Year
? President, Four Peaks Rotary Club 
? Assistant Governor, Rotary District 5495
? many other committees, commissions and boards. 
Originally from West Bloomfield Michigan, Jay's parents John & Dawn Schlum moved the family to Fountain Hills in 1977. The Schlum's were early day Real Estate pioneers and Jay followed in his parents real estate footsteps. 

Andre Kazimierski is the founder and CEO of Improovy, a startup that uses data and technology to streamline the home improvement process for homeowners and contractors alike. 

Over the past 10 years, he has launched and managed a few of the fastest-growing home service companies in the Midwest. He is passionate about leveraging technology to reinvent the way home service companies work from the ground up.

Originally from Iowa, Denise has lived in Fountain Hills for over 20 years. She has two children currently away at college. Derek is graduating in 2022 from Chapman University in California and Devon attends University of Arizona. In her free time, she enjoys staying active biking, hiking and walking her two rescue dogs, Finley and Frankie.

Denise is also dedicated to serving the community. Over the years, she has served on numerous committees and held leadership positions in various school and civic organizations in Fountain Hills.

I am passionate about integrative wellness and holistic healing. I believe in providing therapy that encourages healing of the mind, body, and spirit while utilizing Adlerian therapy, CBT techniques, and mindfulness techniques. I have a strong passion for enhancing the lives of others and empowering others to develop a healthy and successful life.

I enjoy being able to provide multiple modalities to guide others in their journey of healing this includes psychotherapy, Reiki healing, and sound bath healing.