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.

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.

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.

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.

I am a resident of Fountain Hills since 1977, specializing in Health Care Insurance, under 65 and Medicare.  We help individuals, families and businesses find the right plan.  Been insuring people for 30 years.  If you need help with your health insurance, call us.  AZ BEST INSURANCE ADVISORS.  480 231 7301..

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. 

Shawna recently moved to Fountain Hills from Payson, AZ with her Husband, Mark and three children.  She loves the community and beautiful sights of the town. Shawna, with over 15 years of experience in small business accounting, is a QuickBooks ProAdvisor, and an expert bookkeeper. She also works to prepare individual tax returns and is a high-energy, get-things-done kind of person leading her to be one of the practices greatest assets. She is also highly proficient in payroll reporting and compliance requirements.  She currently holds an MSA in Accounting and is alumni of Phi Theta Kappa Honor Society.  

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 41 years this year and has 2 grown children who also live in the Metro area.  
Christine has been in the insurance industry since 1987 serving Medicare Beneficiaries by educating them about Medicare, their Options, Rights and Entitlements as a Medicare Advisor and Retirement Specialist.  She enjoys doing one on one appointments with her clients, and travels the state as their advisor.  She is offers her services in  Arizona, Nevada, Utah, Montana and Idaho.  
She enjoys traveling, experiencing other cultures, nature and the outdoors and making memories with family and friends.
 

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 17 years and we are kept on our toes daily by our son Trenton (11) and our daughter Vivi (9) 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. 

Richelle Hopkins is redesigning retirement so her clients can do what they want when they want. From survey
to solution, Richelle provides alternative ways for homeowners to leverage their financial freedom and make their retirement dreams come true. A partner and a problem solver, Richelle is an elite HECM Reverse Mortgage  Specialist who has helped people like you find the resources hidden in your home since 2004. She also works with financial advisors and other professionals who service the aging population with her deep knowledge of housing wealth and how it may contribute to a financially secure retirement via HECM (Home Equity Conversion Mortgage) Reverse Mortgage. Heart-centered and full of energy and positivity, Richelle does for you what your grandkids would do (if they had the time and expertise)!

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.
 

As the #1 agent of all time in Fountain Hills, The Pellegrini Group is your easy resource for the highest producing agents ever in Fountain Hills.

 

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. 

Owner of Home Comforts and Moore LLC and www.hcmcollars.com

Kern Realty has been representing Buyers and Sellers for over 35 years in Fountain Hills and  surrounding areas, creating wonderful relationships along the way. We can be counted on to be a knowledgeable resource to take you through  Buying and Selling or Renting your home.  Allow us to be your advocate and your partner; who understands what buyers need throughout the process of finding and purchasing a home or property in Arizona.  Our goal is to make the journey stress-free and enjoyable, navigating potential issues and covering all the necessary details.  Allow us the opportunity to understand your goals and expectations, we are confident our service, character and knowledge sets us apart.

There is an interconnectedness of body, mind and spirit. Ignoring any of these aspects of life causes a gap in one's ability to function harmoniously. Our goal is to offer resources that will help close this gap and allow individuals to express what is already within them. 
With that being said, as there is an infinite array of life experience brought forth by each and every one of us, there are infinite angles of support for one another as well. 
Therefore, an algorithmic approach or trying to fit everyone into a specific category is not possible, as the conventional way attempts to do. 
First and foremost, our way of service welcomes everyone regardless of the situation or circumstance you might find yourself in and provides a soothing environment in which you can freely express yourselves and experience that comfort or feeling of relaxation and harmony that genuinely feels good.

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.

?At Aim Forward, I provide tailored AI training for small businesses, simplifying complex tools like ChatGPT to empower organizations with actionable insights. Through webinars, workshops, and one-on-one sessions, I help clients harness off-the-shelf AI technologies to enhance productivity, streamline operations, and achieve measurable outcomes. My approach focuses on delivering practical, easy-to-implement use cases that make AI accessible and impactful for organizations.

I am a Quickbooks Online ProAdvisor offering virtual bookkeeping services to all types of small companies. I've been a bookkeeper for 18 years as well being the owner of a very successful electrical contracting business. This gives me a unique perspective into the needs of a business for qualified, educated and trustworthy accounting professionals. I provide free consultations so don't hesitate to contact me today!

John is a senior Loan Officer/Certified Mortgage Advisor who is outstanding at helping people buy and refinance homes.  He also helps people with Reverse Mortgages as well.  

The Certified Mortgage Advisor certification is the standard of excellence in the mortgage industry.  CMA professionals meet rigorous education, training, and ethical standards.  CMA's are committed to providing the most professional service available to home buyers and real estate professionals.

As a Certified Continuing Education Instructor, John has been enhancing the careers of real estate agents by instructing Continuing Education classes and workshops for over 10 years.
 

D4ward is a one stop marketing and sales business that strives to help small to medium business gain top tier marketing for a fraction of the cost.

Hello I'm Keith- Local Small Business Owner & "The Broker for the People".

• I'm a Fountain Hills Resident and Local Insurance Agent focusing on Life Insurance Solutions like Whole Life, Term Life/ Mortgage Protection, Universal Index Life and Final Burial (Expense). My Consultative approach offers Free quotes, reviews and educational seminars for Small Businesses, Families and Individuals here in Arizona.
• Health Insurance- Private, Advice on ACA, Medicare and Short Term Options. Supplemental options to help cover exposures, out of pocket cost and Hospital bills along with Cash Benefits for Accidents & Illness. Dental, Vision and Indemnity plans are also available to compliment your current Benefits. Wills & Estate planning available for Free with Multiple Life Insurance Products. Thanks!

With a background in hospitality management and a deep-rooted passion for serving others, Kaylahas found great success in just over three years in Real Estate. Focused on client satisfaction and specializing in luxury real estate and first-time home buyers, Kayla has trailblazed her way to the top. Kayla has been recognized for Scottsdale’s Top 40 under 40 Realtors and also been recognized for her top sales on a top producing team in The Valley, and knows that her work ethic and passion for Real Estate will only grow from here.  

When Kayla isn’t hard at work, you can likely find her swing dancing to her favorite country music, enjoying happy hour, traveling, or spending time with her three favorite friends – her dogs Mylo, Otis, and Riddick and her Husband Paul.

Azure Skies Home Watch & Concierge Service is owned by Ross Huebner, a Certified Public Accountant and former Corporate Controller with 25 years of tax preparation experience. His background in hospitality and property management has provided valuable insights into maintaining commercial and residential properties, including working with condominium boards.

Originally from the East Coast, Ross now enjoys life in Fountain Hills, Arizona, with its scenic mountain views. A devoted family man, traveler, and dog lover, he enjoys hosting family and friends. He’s also a proud grandparent to two grand dogs, Addie and Tucker.

I have been an attorney since 1992 and am licensed in CA and AZ.  I do estate planning and have an office on Shea and FLW.  I help people plan to protect themselves and their families.  I do comprehensive, thoughtful planning based upon your goals, beneficiaries and assets.  My goal is to provide you with what you need in an organized and understandable way whether you have children or not, are a blended family, have family members with special needs or have pets you want to protect.  I also handle trust administration, probate and guardianships and conservatorships.