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Our BNI Chapter Members



David Cohen
Retirement Planning Specialist
AXA-Advisor
15800 Crabbs Branch Way Suite 330
Rockville, MD 20855
www.davidacohen.com
Tel: (301) 840 1551 Fax: (301) 840 5911

David Cohen helps individuals solve their financial problems by using Financial Planning principles and Risk Management techniques. David provides fee-based planning and asset management as well as all types of annuities.

Qualification:

David A Cohen is a registered representative and investment advisor representative who offers securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through AXA Network, LLC and/or its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, as AXA Network Insurance Agency of Utah, LLC. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state.



BRYAN KERR
Kerr Landscaping
Website: www.kerrlandscaping.com

P.O. Box 954
Mount Airy, MD 21771
p: (240) 372-4982
f: (301) 831-7647

 

About Bryan Kerr:

Bryan was the neighborhood boy that cut everyoneís grass and then suddenly he was cutting more and more yards as the weeks went by. Soon, he realized he had a nice little business going that continued to grow every year with lawns and equipment.

Therefore, in 2001 he created Kerr Landscaping, LC allowing him to continue to grow and form a true business. We continued to mow lawns for a number of years, until Bryan decide he would rather see the company performing more landscaping duties to include mulching, building walls and sidewalks and installing low-voltage lighting. So to become efficient and knowledgeable in these areas Kerr Landscaping employees have been attending educational classes to educate ourselves in the industry.

We have become certified Interlocking concrete pavement installers (ICPI), National Concrete Masonry Association installers (NCMA) and Vista lighting installers. ICPI and NCMA regulate the industry for pavers and wall blocks from the manufactures all the way down to a company my size that installs them.

About his Company Kerr Landscaping:

Kerr Landscaping, LC is Montgomery County, Marylandís leading landscaping company in quality of work and customer satisfaction since 2001. We have industry leading training for all of our employees and tools that are meant exclusively for our jobs. We can do a complete revitalization of your entire property to include new plant material, landscape lighting, irrigation for the plant material and/or your turf, pavers for a sidewalk and patio, or a Segmental retaining wall for an additional planting area and/or a nice wall to relax on. However, if you just need a clean-up to get you into the spring spirit or to get your yard ready for that annual backyard neighborhood get together, we will be here to make your lawn your happy place.

Since Kerr Landscaping LC was founded on integrity, respect, and giving our customers the best quality landscaping money can buy. We want to protect that since this is our passion. Therefore, if you are ever unhappy with the service that you have been provided, please let us know immediately so we are able to make you another happy customer.


Ann Marie Clements
Keller Williams

Cell: 240-997-8654

Email: AnnMarieClements@Gmail.com
Certified Distressed Property Expert (CDPE)
Twitter.com/ AnnMarieRealtor
www.Facebook.com/AnnMarieClements


Casey Aiken - Title Attorney

11300 Rockville Pike, Suite 1015
Rockville, MD 20852
Email: casey@mosesaiken-law,com
Phone: 301.468.0080
Fax: 301-.468.6212
Cell: 301.351.9716
www.mosesaiken-law.com






Deric A. Mims
SVP/SBADivision
12820Wisteria Dr
Germantown, MD 20874
P: 301-944-1729
C: 301-337-5065
e: DMims@mafcu.org


LJY SOLUTIONS
Professional Bookkeeping Services
Leon R. Young
PH: 301-538-8286
e: leonyoung@gmail.com
www.ljysolutions.com


Gerian Rose
Author, Coach, Speaker

The Divorce Guide Book
Weekend Workshops
Personal Coaching

PH: 240-449-4633
"Support to overcome your fears"
email: thedivorceguide@gmail.com
www.thedivorceguide.net


Gary A. Phelps
Preferred Insurance Solutions LLC Ė Partner
20030 Century Blvd. Suite 201
Germantown, MD 20874
Phone 301-428-3344
Fax 301-428-3031

 

 

 

About Gary A. Phelps
Gary began his insurance career in 1984 were he served as a manager for a national insurance company for 16 years. In 2000 he joined with partner Lewis J. Hixson to form Preferred Insurance Solutions.

Gary is a graduate of the University of Virginia and enjoys being outside participating in the community youth football program. He is passionate about teaching and developing children so that they reach their goals socially, academically and athletically.

Gary has been married to his wife Kathy for 25 years and they live in Laytonsville with their two children Chrissy and Brandon.



ROBERT C. MERKLE, CPA
LIPTZ, ROBERTS, MARQUEZ, SINGH & ZIPOR


5530 WISCONSIN AVENUE
SUITE 1100
CHEVY CHASE, MD 20815
Main Number (301) 657-2900
Fax (301) 657-2166
Web: LRMCPAS.COM

 

 

ABOUT ROBERT MERKLE:
Robert has over 25 years of experience in public accounting, where he served accounting and tax needs of clients across a wide range of industries. As a partner of Liptz, Roberts and Marquez, Robert focuses his practice by providing tax and accounting services to Personal Service Companies (doctors, lawyers, consultants, dentist etc.) and the health care industry.

Robert plans and direct accounting and tax engagement for the many of the firmís clients and he works closely with clients to ensure their accounting and tax government requirements are met. He also provides relevant advice and consulting regarding best practices for clients business as well as provides accounting services for clientís retirement plans.

Association Membership:
Member of American Institute of Certified Public Accountants
Member of Maryland Association of Certified Public Accountants

FIRM PROFILE:

Liptz, Roberts & Marquez, Chartered is a Maryland CPA firm that offers a full scope of accounting, auditing and income tax services. Founded in 1971, LR&M maintains a dedicated staff to serve all of your financial needs. Our professionals are highly trained in accounting, management, and taxation and are dedicated to developing workable accounting and financial management solutions for clients. Our firmís longevity is a clear measure of the quality of our work product and client satisfaction with our staff. In providing professional services to the business community, we always work within the framework of timely completion of the task, performed in the most efficient manner possible. Our focus is to treat each client as if he or she were the firmís only client. We combine personal attention with a commitment to timely delivery of our work product to ensure we meet or exceed our clientsí expectations for competent professional service. Telephone calls are promptly returned. When a partner is not available for an extended period, another partner will step in to provide assistance or respond to the inquiry made. Supported by sophisticated computer software and an extensive research library, technical experts in our tax department provide services in all areas of taxation. In addition, we continuously monitor pending tax legislation to determine its potential impact on our clients.


Charles Miller
Loan Officer
(240) 676-7686
2400 Research Blvd., Ste 115
Rockville, MD 20850
www.movement.com/charlie.miller
NMLS: 822485

charles.miller@movement.com





Judith Palfrey - President
Shopping Portals, Inc.

Website Designer/Developer
8734 Delcris Dr.
Gaithersburg, MD 20886
Ph: 301-417-9066
Fax: 240-597-0868
Website: Design site - www.palfreyassoc.com
Corporate site: www.shoppingportals.us

"If you have a business we have a place online for you".

Services: Website design, Search Engine Optimization (SEO), Content Writing, Marketing Collateral

MEMBER PROFILE:
Are you getting all you should from your web site? Is your website found in Search Engine Ranking Results? Are you one of those businesses that haven’t got any information on the Internet? Is your website mobile accessible?
Shopping Portals offers small businesses website services at affordable prices. I am a website designer with 18 years’ experience and 13 years of SEO services. There is one thing that sets me apart from other designers and is my 20 years in Marketing before I became a designer. That means I understand the value of your marketing message to traffic on the Internet.

My clients come in all sizes and types of business from single owner home improvement contractors to attorneys, doctors and other professionals of all professions. I have written content from cryogenic containers to legal, accounting and fashion. Why should you refer me, well my clients are found in the Top of the Search Engines and I have a 90% success record.

I am looking for the small businesses that want to improve their drive-by traffic on the Internet.

Testimonials:
Dear Ms. Palfrey:
Your redesign and search engine optimization of my existing website was masterful. My website is now user-friendly, resulting in increased hits. The cost of your services was modest. The results were noticeable. ....JDR Chartered, Jonathan D. Robbins, Esq.

Who do you know that is looking for an affordable way to get their message to the local community? If you have a business we have a place online for you.

 

Member volunteer roles:
Visitor Host: Judith Palfrey
Sgt at Arms - Gary Phelps
Membership: Gary Phelps, Charles Miller, Ann Marie Clements