BNI Crossroads

11/18/2021

10/23/2020

10/09/2020

Thank you for the fantastic presentation, Ashley Peters, our CFP® with Indelicato & Coffey. Today, Ashley educated us on the wonders of Roth Conversions. Needless to say, there was so much we did not know about this valuable tool and the impacts it could have on future retirement income. Ashley does an amazing job at clearly presenting options & recommendations to clients so that they may make their own informed decisions about their financial future. Ashley loves her job & is honored to assist her clients with goal planning and making their financial dreams a reality! Thank you, Ashley, for being a brilliant financial advisor and reliable resource.

10/05/2020

Thank you for the fantastic presentation, Pasqual Storms, our Mortgage Brokerage with Superior Rate Mortgage. Pasqual helped us understand the initial steps and process of buying a new home. He provides an exceptional, professional experience from start to finish. Pasqual is known for closing loans in record timing! He and his team are detailed, competitive and helpful when reexamining different options for their clients. In addition to being a superb member, Pasqual is also the Vice President of our Leadership team! Thank you, Pasqual, for being a stand-up guy & brightening up our Friday mornings. With a purchase or refi, call P. Storms, the Mortgage Guy!

09/23/2020

Thank you for the fantastic presentation this week, Patrick Doherty, our Contractor & Owner of P.C. Doherty Construction. This week Patrick showed us a stunning example of fine finish carpentry. He took us through the process of creating a wooden mantel from scratch. Patrick has an artistic eye. He has a burning desired to return to school to study English. He cares about his work & works hard to learn exactly what the clients want, even when they don’t see it themselves. He is able to interpret the project perfectly into existence. He is an honest business and has even talked clients out of large, expensive projects, when he determines that their needs can be met with more convenient solutions. He loves to play with small tolerances when it comes to measuring and cuts and takes pride in his beautiful work. Thank you for being an outstanding member, Patrick!

09/17/2020

Thank you for the fantastic presentation this week, Amy Ortiz Villalba, our Life & Disability Insurance Agent with Primerica! Amy also has the commercial win for the week with her ask to help people who are off duty military & veterans with their insurance needs. This week Amy dedicated her presentation time to remembering 9/11 and honoring the heroes who served our country. She also explained how Primerica was able to help the families of many of the victims of that day. Since 2001, many insurance carriers have added exclusion clauses for acts of war and terrorism, but Primera has not. Amy is proud to represent Primerica in offering peace of mind to individuals and families across the country. Amy’s burning desire is to help middle income families through educating them on how to be properly protected. Thank you for all the hard work you do for us, Amy!

09/01/2020

Congratulations on your commercial win, Rich McDonough, our Real Estate Agent with Coldwell Banker. Rich had a respectable military career prior to entering the real estate industry and he is a proud veteran. His ask this week was to refer veterans who are in need of selling or buying a home. His experience helps him to effectively serve the unique needs of veterans. Thank you, Rich, for being a brilliant leader!

09/01/2020

Thank you for the fantastic presentation this week, Matt Stearns, our Real Estate Attorney with D’Amore Law! Matt explained the importance of Financing Contingency deadlines and how to protect oneself throughout the process. Even with the most trustworthy attorney on your side, he would urge his clients to be mindful & mark down any and all deadlines. Matt is a marvelous family man & founder of our chapter! He is incredibly intelligent and keen on best practices for real estate transactions. He explained a bit about what clients can expect when it comes to the final Closing meeting during this COVID-19 era. He informs his clients on the exact documents they need to bring & how to best prepare. He and his team are working harder than ever to help people safely finalize transactions. Thank you, Matt, for going above and beyond!

08/27/2020

Thank you, Rich Mahoney, our Commercial Insurance Agent with S.B. Goddard & Son, for your fantastic presentation this week! Rich has been in the insurance business for about 20 years. He recently celebrated his 15th anniversary to his amazing wife, Jen. He loves to play golf and coach his children in baseball and hockey. This week Rich helped us understand the insurance needs of Contractors. He offered some examples of client stories & how to prevent losses by sticking to best practices and being properly insured. It takes a thorough agent to identify potential issues! Rich does not under insure clients just to get their business as other well-known companies would. He provides his clients with sound recommendations and explains the repercussions of inadequate coverage. This week let’s help Rich connect with Contractors in the area who could use a coverage review. In the words of Rich, it’s important to ask, “Are you covered for that?”

08/27/2020

Congratulations on your commercial win, Ashley Peters, CFP® with Indelicato & Coffey! Ashley spoke briefly about how she and her team are constantly researching new solutions for their clients as markets, economies & lives change. She noted concerns some people have expressed about the upcoming election and how it might impact an investment portfolio. If you know of someone who shares these concerns connect them with Ashley for proper financial guidance.

08/27/2020

Thank you, Amanda Adams, our business banker with Rockland Trust, for your great presentation! Amanda educated the group on the different solutions she can offer to her business clients & how they can be useful in particular circumstances. She helped us better understand the business uses of debit & credit cards and the specific products offered by Rockland Trust. Amanda strongly values the relationships that she builds with her clients. Her connection & caring attitude set her apart from the competition. She loves to help people achieve their small business dreams. Amanda lives in Woburn along with much of her vast family network. Her branch is in Somerville conveniently located right in Davis Square. Let’s help Amanda do good for growing small businesses & connect her with some great referrals!

08/07/2020

Congratulations on your commercial win, Rich Mahoney, our Commercial lines Insurance Agent! Rich used the power of BNI in a fantastic way this week. Based on an Ask from last week, Rich made a connection with a pizza/cupcake shop and we were all able to have a taste! Thank you, Rich, for supporting small businesses & sparking the BNI magic.

08/07/2020

Thank you, Carmelina Bernazani, our Personal Insurance Agent, on your fantastic presentation this week! Carmelina helped us to better understand the Basics of Personal Risk Management today. Her organized presentation served as a perfect example of how she pays close attention to detail in her work. She has been in the insurance industry for 20 years and has worked for all different sized agencies giving her invaluable experience. We had no idea that 1 in 8 drivers in MA are uninsured! In addition to providing us with some interesting statistics, Carmelina explained a number of different potential risk exposures to look out for. She also explained how risk avoidance, reduction and/or transfer work in a plan. Thank you, Carmelina!

08/04/2020

Thank you, Rich McDonough, our Real Estate Agent with Coldwell Banker, on your fantastic presentation this week!
Rich has the superior negotiating skills one would look for in a Realtor. He knows the Greater Boston area and is a native of Somerville. He is a former contract negotiator for the Air Force and a proud veteran. Rich shared his sellers’ guide with us this week. He highlighted the importance of preparation & how he helps his clients get the best offers. He provides an extensive marketing strategy including postcards to neighbors within a small radius, commercial spots on TV, video tours & much more. As a realtor with Coldwell Banker, Rich is also able to offer a program called RealVitalize which allows sellers to make improvements to their homes & hold off on paying until the closing, allowing them great flexibility. Rich knows how to network & help his clients in so many different aspects of the selling process. He has a wealth of knowledge and experience. Thank you, Rich!

08/04/2020

Congratulations on your commercial win, Patrick Doherty, owner of P.C. Doherty Construction! Patrick loves to learn & thrives on a constant hunger for knowledge. This helps him advance in many different ways including both personal & professional. This week his ask was for some book titles to help him get ahead as a business owner. Needless to say, there were many suggestions & now we all have a great list to work with. Thank you Patrick for lighting the spark & reminding us to continue our own advancement & learning.

07/27/2020

Thank you, Pasqual Storms on your fantastic presentation this week! Pasqual helped us to understand the intricacies of credit reporting and how to look at it for the purpose of acquiring a mortgage. His focus was on taking control of your credit and avoiding common mistakes. He also shared some great tips on building credit for your children & where to look for accurate reports. Pasqual has a thorough knowledge of best practices which he shares with everyone, not just his own clients. Working with Superior Rate Mortgage, Pasqual has been able to help an impressive amount of people buy new homes! With a purchase or refi, especially in today’s low rate environment, call PStorms the Mortgage Guy aka the Conquistador!

07/27/2020

Congratulations on your commercial win, Amanda Adams, our Business Banker with Rockland Trust Bank! Amanda had a very selfless & specific ask this week. She wants to help a client with her cupcake business by searching for some potential corporate clients back in the office post-lockdown in the Bedford area. That is the kind of relationship people dream of having with their business banker! Thank you, Amanda for being a thoughtful & kind person.

07/21/2020

Thank you for the great presentation, Ashley Peters, CFP®, our Financial Advisor with Ameriprise. Ashley demonstrated some of the interactive software she uses in her financial planning meetings with clients. Whether they prefer a visual presentation or a more analytical approach, Ashley has the tools & technology to provide an advanced goal planning experience. It was also helpful for us to gain more insight on the timeline that new clients can expect during their first year of planning with her & beyond. Ashley has a great talent for being able to explain complex information in an easy, unintimidating way. She is proud to be a resource for many families and individuals that just want to do the best they can for themselves financially. Contact Ashley today to kickstart your game plan to achieve your goals & dreams!