Professional Partners
Instructors: New Visions, New Ventures would like to thank the following professionals who have volunteered their time to instruct a workshop for our clients in 2008:
Sarah Warner of Thompson McMullan
Dawn Jessee of Dawn J. Jessee, CPA, PC
Rene' Haines of RH Business Solutions, LLC
Timothy Feehan of Cook, Heyward, Lee, Hopper & Feehan, P.C.
Jerry Howard of The Alliance for Affordable Services
Cara Kinning of Organized for Life
Meredith Briggs of AXA Advisors
Michelle Mast, CFP, CLU, MBA of AXA Advisors
Jeff Samford, President of Business Partner of Richmond
Tom Lawrence of Frannet of Richmond
Nimat Haque of Code 71
Syed Rayhan of Code 71
Professional Resources: The following professionals are committed to helping our clients with their business related questions, concerns and issues:
Attorneys/Lawyers
Timothy Feehan
Cook, Heyward, Lee Hopper & Feehan
Phone: (804) 747-4500
Email: feehan@chlhf.com
Specialty: Labor and Employment Law; Commercial Transactions; Business Litigation; Construction Law
Melanie Lee
Lee Law Office
Phone: (804) 204-1500
Email: melanielee@mcleelaw.com
Specialty: Estate Planning, Wills, Trusts, Asset Protection
Michael Linton
Michael Linton LLC
Phone: (804) 519-1806
Email: Michael@lintonlawfirm.com
Website: www.lintonlawfirm.com
Specialty: Real Estate, Corporate Law, Leases
Alisa W. Padden
Morris & Morris
Phone: (804) 344-8300
Email: apadden@morrismorris.com
Specialty: Complaints, Warrants, Letters, Insurance, Worker’s Compensation
Alexander D. Raring
The Law Offices of John H. Thomas, P.C.
Phone: (804) 644-3643
Email: araring@ip-counsel.net
Specialty: Patent Attorney
David Stoyanoff
James Wilson, PLC
Phone: (804) 747-7555
Email: David@WilsonStoyanoff.com
Specialty: Business Transactions, Business Set Up, Franchises, Commercial Real-Estate
Brian Teague
Thomas & Raring PC
Phone: (804) 344-8130
Email: bteague@ip-counsel.net
Specialty: Litigation & Intellectual Property, Business Entities
Sarah B. Warner
Thompson McMullan
Phone: (804) 649-7545
Email: swarner@t-mlaw.com
Specialty: Commercial Real-Estate Transactions, Business Entities, Land Use
CPA’s & Accountants
Donnie Oliver
The QB Guru
Accounting Accuracy, LLC
Phone: (804) 338-4927 or (804) 550-5735
Email: Donnie@theqbguru.com
Website: www.theqbguru.com
Specialty: Quick Books Instructor, Accounting
Wayne M. Coughenour, EA
Caughenour And Associates
Phone: (804) 288-6690
Email: waynec@cavtel.net
Website: www.mytaxpilot.com
Specialty: Accounting, Tax, Small Business Consulting
Kate Herr
The Accounting Department, LLC
Phone: (804) 744-9336
Email: tad.kate@comcast.net
Specialty: Book-keeping, Accounting
Dawn Jessee
DJJ CPA
Phone: (804) 965-0037
Website: www.jessecpa.com
Specialty: Certified Public Accountant
Christopher O’Keeffe
O’Keeffe CPA, LLC
Phone: (804)421-9555
Email: cjo@cokeeffe.com
Website: www.cokeeffe.com
Specialty: New Business Set-Up, Cost Analysis and Research, Advisory Services, Planning and Budgeting, Tax Preparation, Collections Assistance
Tracy Pouzar
West End Accounting
Phone: (804) 249-4829
Email: WestEndAccounting@comcast.net
Specialty: Taxes, Record Keeping, Accounting
Financial Advisors
Meredith W. Briggs
AXA Advisors, LLC
Phone: (804) 287-0236
Email: Meredith.briggs@axa-advisors.com
Specialty: Retirement Planning, 401k Management, Investments
Elizabeth Frank
Northwestern Mutual
Phone: (804) 346-5466
Email: Elizabeth.Frank@nmfn.com
Specialty: Strategic Employee Benefits Services
Dana Harrison
Mass Mutual Financial Group
Phone: (804) 290-8739
Email: dharrison@finsvcs.com
Specialty: Investments, Insurance, Employee benefits
Daniel O. Mallory
Cash Flow Options, LLC
Phone: (804) 745-2671
Email: cash@cashflowoptions-llc.com
Website: www.cashflowoptions-llc.com
Specialty: Business Alternative Financing Strategies, Cash Flow Consultations
Julia Sturtz CLTC
Northwestern Financial Network
Phone: (804) 346-5466, X 7230
Email: Julia.sturtz@nmfn.com
Specialty: Life, Disability, Long Term Care Insurances, Financial Services
Insurance
Angela Bulan
Advanced Edge-Insurance Services
Phone: (804) 282-3343
Website: www.AdvancedEdgeInsurance.com
Specialty: Home, Auto, Business, Life, Health Insurance
Nicole Coleman
Bacon Insurance Group
Phone: (804) 967-9717
Email: Nicole@Bacon-Insurance.com
Website: www.Bacon-Insurance.com
Specialty: Auto, Home, Business, Life, Health Insurance
Jerry D. Howard, Jr.
The MEGA Life and Health Insurance Company
Phone: (804) 591-9213
Email: jerryhoward@mw-ins.com
www.jerryhoward.mw-ins.com
Specialty: Health Insurance, Life Insurance
Tiffany Jackson
Jackson Insurance Agency
Phone: (804) 320-9484
Email: tjackson6@farmersagent.com
Specialty: Auto, Home, Life, Business, Worker’s Compensation
Frita Walker
People Come First Insurance
Phone: (804) 918-0292
Email: Fritaw@comcast.net
Specialty: Insurance, Life Insurance, Disability and Retirement.
Website and Graphic Designer/Marketing
Steph Baker
Concept + Execute
Phone: (804) 647-5365
Email: info@steph-baker.com
Website: www.steph-baker.com
Specialty: Illustration, Photography, Graphic Design
Chris Galiffa
Power Play Marketing Solutions
Phone: (804) 357-2670
Email: chris@powerplayms.com
Website: www.powerplayms.com
Specialty: Design, Print, Brand
Scott Garber
We Simplify Internet Marketing
Phone: (804) 794-5506
Email: sgarber@wsimarketing.com
Website: www.wsimarketing.com/sgarber
Specialty: Web Design, Search Engine Optimization
Jason Linas
Creative Lead
Phone: (804) 878-4991
Email: Jason@jlinasdesign.com
Specialty: Brand Strategy, Design, Consulting
Barbara Wilbur
B. Wilbur Designs, LLC
Phone: (703) 868-9256
Email: Barbara@bwilbur.com
Website: www.bwilbur.com
Specialty: Graphic Design
Alden S. Woo
Be Sprout, Youncl Corp
Phone: (804) 273-1279
Email: alden.woo@younclcorp.com
Website: www.besproutseo.com
Specialty: Web Design
Laurie Baldwin
Net Search Direct
Phone: (866) 216-3707
Website: www.netsearchdirect.com
Specialty: Search Engine Optimization (SEO,) Pay Per Click Advertising (PPC), Blogs, Local Search Marketing, Call Tracking
Dawn Jessee of Dawn Jessee, CPA, PC is teaching our clients about taxes and record keeping during our Business Planning class on January 29, 2008
