Location Date Contact Info Registration
Bethesda Referral Network B2B (BRN)
Industrious Office Spaces
7200 Wisconsin Ave Suite 500
Bethesda MD 20814
November 06, 2019
Wednesday
5:30 PM - 7:00 PM
Patrick May
301-943-5065
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Bethesda Referral Network Roster

Accelermark

Aflac

Eastwell Document Solutions

Equity Planning

G. Capri + Co. - Home of SwagOlogy

Goosehead Insurance

Industrious Office - Bethesda

M&T Bank

MortgageStar, LLC

Paychex

Remax Realty Centre

Team Network Corporation

 

 

 

TOTAL TEAM SCORE CARD SCORE: 0 POINTS


ADVERTISING SPECIALTIES


G. Capri + Co. - Home of SwagOlogy
Gloria Collins
17700 Little Haven Lane
Olney, MD 20832
Phone: 703-615-9000
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Website: http://www.Swag-Ology.com
Member Since December 2018
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We are a promotional product distributor and proud member of the Advertising Specialty Institute.

 

Promotional products, also known as ad specialties, make up a nearly $22 billion dollar industry and are used by virtually every business in America. Why? Items like mugs, pens and t-shirts are memorable and provide a better cost per impression for advertisers than almost every major marketing effort like TV, magazines and the Internet.

 

We are able to supply your company with every possible promotional product from over 3000 suppliers. With so many ad specialties available there is a huge opportunity for professionals like you to boost ROI and leave a lasting impression with your customers.

 

Our mission is to help you create long-lasting relationships with your clients through the power of promotional products.

 

APPARAL -  BAGS  -  WRITTING INSTRUMENTS  - TECH PRODUCTS  -  DRINKWARE



G Capri + Co


BANK


M&T Bank
Christine Anderson
4800 Hampden Ln
Bethesda, MD 20814
Phone: 804-543-3978
Fax: 301-986-5918
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Website: http://www.mtb.com
Member Since June 2018
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My Tag Team: Trevor Irish

Bethesda Branch and ATM 

 

Located at 4800 Hampden Lane in Bethesda, M&T offers a wide range of financial solutions for your personal, business or commercial banking needs. We're committed to serving the way you bank today, while helping you build financial security for the future. 


You’ll find M&T Bank to be a reliable bank that’s strong and stable, a local bank that’s committed to the communities we serve, an accessible bank that’s in your neighborhood, and a responsive bank that cares about what’s important to you, your family and your business. 

 

Christine Anderson M and T Bank

My name is Christine Anderson.

 

As your banker I want to do what’s right – for customers and colleagues – and I love to inspire others to do the same.

I have a knack for motivating and leading teams to create exceptional customer experiences that cultivate long-lasting relationships.

I excel in People Development and Business Development, Investment Leads, Small Business, Coaching, Customer Service and Sales. I have strong information technology skills and desire to help others succeed.

 

I look forward to helping and working with you to aceive our goals. 

 

Interests
Swing Dancing, Wine Tastings, Travel, Good Food


COPIERS / FAX / PRINTERS (Sales & Service)


Eastwell Document Solutions
Steve Woollard
Rockville, MD 20850
Phone: 301-332-9821
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Website: http://www.eastwelldocumentsolutions.com
Member Since 2000
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Trust the experts at Eastwell Document Solutions. We offer convenient, quality service and repair in your home or office.

We have over 30 years of sales and service experience in the Washington, DC metro area.
We can manage all the machines for your company with our managed print services and offer a variety of solutions. Feel free to contact us with all your questions or concerns.

We can offer you a number of document solutions including:
 • Scanning
 • Printing
 • Copying
 • Faxing
 • And more

Specializing in printer and copier repair.
We sell and service a wide selection of major brands including:
 • Ricoh
 • Savin
 • Lanier
 • Samsung
 • HP

Call to schedule an appointment for service or repair - 301-332-9821
Ask us about our document solutions.


FINANCIAL PLANNING / INVESTMENT ADVISOR


Equity Planning
Hunter Hart
7910 Woodmont Ave Ste 900
Bethesda, MD 20814
Phone: 301-652-8702
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Website: http://www.equityplanning.com
Member Since October 2018
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Equity Planning opened its doors in 1963 and since then, has provided independent and comprehensive financial planning services to individuals, families, and business owners nationwide. EP serves a diverse client base spanning a multitude of industries, investment knowledge, passions, and priorities from their firm outside of Washington, DC in Bethesda, MD. Their wide range of clients include medical professionals, contractors, business owners, corporate executives, government employees, and many other backgrounds. 

 

Hunter Hart Photo

Team member Hunter Hart served 4 years in the United States Marine Corps during which he was responsible for managing the budget for his battalion. He was honorably discharged as a Sergeant and continued working towards his business degree. Now, as a CERTIFIED FINANCIAL PLANNER™(CFP®) practitioner at Equity Planning, Inc., Hunter’s mission is to help individuals, families and businesses work toward the financial future they envision by providing comprehensive financial planning. 


Hunter is highly qualified to help anyone accomplish their financial goals. He graduated from Hawaii Pacific University, with a B.S. in General Business and earned his Chartered Financial Consultant (ChFC®) designation in advanced financial planning from The American College. He is currently working towards his MBA from Johns Hopkins Carey Business School. He holds the Series 7 with Cetera Advisor Networks, LLC and the Series 66 with CWM, LLC as well as Life/Health Insurance. 

 

Interests
Hunter resides in Bethesda, MD and in his spare time he enjoys skiing, golf, fishing and working out.


INSURANCE


Goosehead Insurance
Chad Hunter
1900 Chapman Ave #306
Rockville, MD 22102
Phone: 573-268-3693
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Website: http://www.goosehead.com/chadhunter
Member Since October 2018
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A NEW VISION FOR INSURANCE

 

It all began in 2003, when Robyn Jones (a real estate investor) and Mark Jones (a Senior Partner at Bain & Co), had an idea that would transform the insurance industry.


The strategy was simple: Provide a true concierge client experience that gives clients the power of choice from the top rated national and regional insurance carriers. Our model focuses on providing the best service, the best value and the best experience for its clients.


Combining a team of the most capable people and melding them together with cutting edge technology, Goosehead has become one of the largest and fastest-growing agencies in the business. 

Chad Hunter Photo

 

FREEDOM OF CHOICE

 

Because we’re independent, we can help sort through multiple options and select the best solutions. We partner with more than 80 leading national and regional carriers.


Chad Hunter

 

Chad Hunter is Agency Principal at Goosehead Insurance  in McLean VA. Chas has over 5 years of experience with insurance working primarily with Property and Casualty from residential up to to big commercial accounts.

 

Chad says "independent agents like me have a robust selection of carriers, so we look out for the client rather the company. We don’t have quotas to maintain with our companies. We offer the best coverage that fits your needs, not the other way around. If your rates go up with a carrier, we can offer “re-shops” to find another company that will give you the same coverages for the best rate. We will not sacrifice your coverages to save you: we will save you by offering the best solutions for your situation, giving you the POWER OF CHOICE. 

 


INSURANCE (Supplemental Benefits)


Aflac
John Avery
2141 Industrial Pkwy, Suite 204
Silver Spring, MD 20904
Phone: 202-270-5320
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Website: http://www.aflac.com
Member Since 2017
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OFFER YOUR EMPLOYEES BETTER BENEFITS


It won't cost your business a penny!

 

As an employer, you may provide medical insurance benefits, but these benefits will not cover such costs as deductibles, loss of earning power and other out-of-pocket expenses associated with an illness or accident.

 

At AFLAC... our policies pay cash benefits directly to the employee, unless they choose otherwise. These cash benefits can be used to help fill the gaps in your primary health care plan. With our insurance policies, our clients choose the types of coverage they want and pay for them through the convenience of payroll deduction. And because premiums can be paid on a pre-tax basis, they may save tax dollars or even be able to add benefits without affecting their take-home pay. Moreover, all of our policies pay benefits regardless of any other insurance employees may have.

 


MARKETING CONSULTANT


Accelermark
Patrick May
7219 Old Gate Rd
Rockville, MD 20852
Phone: 240-430-1273
Mobile: 301-943-5065
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Website: http://www.accelermark.com
Member Since August 2018
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AccelerMark has one overriding mission:
To drive profitable growth for our clients.

 

Our success is determined by your success. AccelerMark believes that success is measured in results, so AccelerMark creates actionable strategies and assists in execution to produce real revenue growth and value for our clients.


With a market focus and an orientation to results, AccelerMark helps clients grow quickly and intelligently.


Our consultants are seasoned professionals with track records of success in sales and marketing. We have helped numerous clients (large and small, high-tech and low-tech) achieve market success. 


Our people are smart, critical thinkers but realize that true intelligence is achieved by listening, to the client and to the customer. We combine excellent analytical skills with creativity and exceptional communications skills to develop a market-based strategy that makes sense from the marketplace perspective as well as from the CFO's perspective



As the President, I love helping and connecting people. I have assisted companies of all sizes in achieving profitable growth, but I particularly enjoy supporting small businesses and start-ups in taking their business to the next level and translating great ideas into commercial revenue.


Companies often plateau based on the bandwidth of the founder. The visionary's ideas and energy can drive early success but may impede scaling a business to its full potential if "everything stops at the desk of the CEO." This challenge is compounded when technologists are so enamored with innovation that they are blind to how it solves an end-user problem with money behind it. This results in a project-based business full of daily technical challenges but without leverage to grow. I can help here.

 

Interests
I enjoy family, our beloved dog, and volunteering for my church, primarily to work with those who are home-bound. I also have a passion for poker, which combines my love for analyzing odds with reading people.


MORTGAGE SERVICES

MortgageStar, LLC
Parker Minturn
4550 Montgomery Avenue, Suite 115
Bethesda, MD 20814
Phone: 240-630-1551
Mobile: 301-641-8008
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Website: https://bit.ly/2VJ5ikM
Member Since March 2019
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Parker Minturn

William “Parker” Minturn is a Loan Originator in Bethesda, MD.

 

A native of Bethesda, MD and a graduate of the University of Maryland, Parker has been in the mortgage industry for more than four years and has loved every second of it! As a dedicated mortgage professional, Parker’s purpose is to fulfill your dreams of homeownership and provide excellent customer service while doing so.

 

With breakthrough technology, transparent communication and around the clock attention to your loan, Parker strives to deliver a hassle-free mortgage experience. Contact him today to learn more!

 


NETWORKING TEAM MANAGEMENT


Team Network Corporation
Curt Kowalski
1 Research Ct #450
Rockville, MD 20850
Phone: 301-260-0060
Mobile: 301-370-5351
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Website: http://www.teamnetwork.com
Member Since 1992
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Networking Business... with Pleasure!

Before there was any such thing as formal business networking clubs, Curt Kowalski founded the Team Network Corporation. He has been organizing and managing small business networking groups in Maryland, Virginia, and the Washington, D.C. Metro Area for 27 years.

Curt's knowledge and hands-on experience place him with the leading experts and authorities on the social dynamics of small business networking.

Curt currently manages 15 Team Networks in Maryland, Virginia and Washington, DC with over 200 Team Network Members.

Curt is well known in the industry for his motivational skills, enthusiastic attitude, and ability to make things happen. He is the "go-to guy" for anyone looking for a referral of a quality local business in the Washington Metro Area. He has also been praised by local Chambers of Commerce and other groups for his, informative, practical, and immediately useful business networking seminars and workshops.

Interested in learning why becoming a member of Team Network is a smart investment for you and your business? Call Team Network at 301-260-0060 or click here to submit your company contact information online. You will be contacted soon.

Interests
Live music and most sports including playing baseball, tennis, golf and others. Nature and the great outdoors, and I have a particular interest in bird-watching.


PAYROLL SERVICES


Paychex
Trevor Irish
Bethesda, MD 20814
Phone: 301-219-5365
Email me!
Website: https://www.paychex.com/
Member Since August 2019
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Paychex is among the highest regarded companies in the nation, ranked on the Fortune 1000 and S&P 500.


Since being founded over 40 years ago, Paychex has consistently been an industry leader in payroll processing, timekeeping, retirement, insurance, and a fully outsourced human resources solution.


 - In 2015, Paychex was named to the World’s Most Admired Companies by Fortune magazine.


 - Paychex ranked as the 13th best training organization in the world by Training magazine, and one of the World’s Most Ethical Companies by the Ethisphere™ institute.


 - Over half a million small and medium-sized American business owners place their trust in us every week.



Please contact me directly if you are interested in learning more about Paychex.

 


REAL ESTATE


Remax Realty Centre
Kisha Martin-Burney
Silver Spring, MD 20906
Phone: 240-398-0173
Email me!
Website: http://www.dmvrealestatediva.com/
Member Since Sept 2018
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Real Estate is my passion.


I've been Listing and Selling properties for 12 years. I have over 20 years experience in Sales, Marketing and Contract Negotiations.


Being a Native Washingtonian, I've watched the market change drastically from the 1970's until Present! I am excited about working with First Time Home Buyers every opportunity I get , the gratitude is seeing them happy in their new home. My Sellers always make me happy with my negotiation skills as I maximize their proceeds! My investors are also delighted with the deals that I negotiate for them as well!


Shared Office Solutions


Industrious Office - Bethesda
Lat Insyxiengmay
7200 Wisconsin Ave #500
Bethesda, MD 20814
Phone: 301-263-6060
Email me!
Website: https://www.industriousoffice.com/washington-dc/bethesda
Member Since 09/24/2018
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Premium Shared Workspaces ideally located in the heart of downtown Bethesda


Find us in the center of the best dining and shopping at Bethesda Row and Woodmont Avenue.


THE BUILDING

Newly-renovated Class A building with fitness center, showers, and lockers
A quick walk to Bethesda Metro, Red Line, steps from the future Purple Line, and Bethesda Row.


THE INTERIOR

Warm and inviting workspace where your team can thrive
Conference rooms, common spaces, phone rooms, and a wellness room.


Lat Insyxiengmay
THE PERKS

Premium amenities and unmatched hospitality
Craft coffees, Bethesda Bagels, artisanal pastries, and fresh fruit served daily.


Latdavone (Lat) is a Community Manager at Industrious Bethesda.


She was born in Laos and raised in Silver Spring, Maryland. Prior to joining Industrious, Lat spent two and half years at Instacart and 10 years as an elementary school teacher.


In her free time, you can find her in the kitchen whipping up a delicious meal, spending time with her family, traveling the globe, or snuggled into a good book.