Home Organizing, Decluttering, Downsizing Ian Michener Home Organizing, Decluttering, Downsizing Ian Michener

Kristin Aldridge, MBA, Professional Organizer- Haven Home Organizing

I am a former digital advertising executive turned Professional Organizer and owner of Haven Home Organizing.

► OVERVIEW

While my business may be new, I have organized for family, friends and my own household for decades, including moving from a 2000 sq. ft. house in the 'burbs to a well-organized and streamlined 750 sq. ft. apt in Manhattan. There is absolutely nothing I love to do more (or am better at) than decluttering and organizing!

I believe in being a true partner with my clients. I take the time to understand their needs and goals, then create a system that works for their family because everyone deserves a sanctuary, a place where they can relax and feel at peace. My mission is to create spaces will clients love to come home to.

► HOW I GIVE BACK

I am passionate about supporting the arts in education and helping children see their potential. I spent nine years as a ‘Big Sister’ and am also one of the founding members of the WCU Theatre Alumni Diversity Scholarship.

►NATURAL STRENGTHS

Organization. Tenacity. Creativity. Curiosity. Problem solving. Perfectionism.

►KEY SKILLS

Organizing, decluttering, downsizing, interior design, project management, process improvement

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Bert Wylen, Senior Claims Professional- PB Adjusting LLC

I help property owners get money to repair insured property damage without any out-of-pocket expense.

I'm also ALWAYS looking to hire people who wouldn't mind working part-time for full-time pay! Please refer anyone who might be interested in a side project that won't interfere with what they're already doing, but will earn them literally hundreds of dollars for an hour's worth of work!

Consider this: If someone were suing you, would you ask them to represent you in court?

I HOPE you said, "No way!"

So why do folks do exactly that with their insurance companies when they incur property damage? The state licenses public adjusters to defend the interests of the insured. And at least one government study shows that people who use public adjusters average 574% more money than those who go it alone--which amounts to asking the insurance company to tell them how much of its profit it's willing to part with to repair the damage.

Ask me to do a FREE Policy Coverage Review to explain your coverage. We believe that educating policy holders is our Job #1.

I'm also hiring. This is something someone could do as a side project, without interfering with what they're presently doing.

Since 1994, Metro Public Adjustment, Inc. has been an advocate for the rights of you, the property owner. Our primary purpose is to help you navigate through the turbulent waters of settling your property loss claim. Just as any vessel needs an experienced captain and crew, so does the typical homeowner when battling against the insurance companies for their rights.

I'm proud to be a part of the largest public adjustment company in the country. Please let me know if you'd like a complimentary review of your homeowner's policy, to make sure that you understand your coverage, and to make sure that you carry enough coverage for your home, its contents, and all possibilities for risk in your environment.

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Realtor Ian Michener Realtor Ian Michener

Sherry McCormack, Long & Foster Real Estate Professional

Contact SHERRY McCORMACK at SherryMcCormack.com. For Sherry McCormack, real estate is about community. Whether that community takes the form of a neighborhood, a scout troop, a non-profit or a networking group, “community is what makes people feel at home in their home.”

“Real estate is my way to build our community for the future,” Sherry says. “It is so meaningful to introduce new generations to properties that will be entrusted to their care and will be part of their legacy.”

A 30+ year Malvern resident, at the core of Sherry’s community is Boy Scout Troop 76—a commitment she has pursued since 1996 with her husband, her sons, and many dozens of scouts and their parents. “These are such important relationships—for all of us,” Sherry says. “We share friendships, values, and history.”

Born and raised in Richmond, Virginia, Sherry graduated from the University of Richmond and earned her real estate license in 1999. With an exceptional flair for technology, Sherry’s warm, people-centered real estate style is augmented by advanced internet marketing and sophisticated social media, reaching today’s clients where they are looking first: online.

Exceedingly responsive, with deep knowledge of the region’s neighborhoods and homes, Sherry is known for her ability to make clients comfortable, even during the most complex transactions. Says one client, “Sherry not only knows how to market homes and fiercely negotiate for her clients, she is the absolute best at making the whole process a fun experience.”

If you value community and have questions about real estate connect with Sherry today at SherryMcCormack.com.

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Realtor Ian Michener Realtor Ian Michener

Edward Koltowski, ABR, SRES, Realtor- Berkshire Hathaway

"Ed Koltowski is a licensed Realtor in PA and has lived in and raised a family in the Bucks and Montgomery County area for over 25 years. He also has an extensive business background in the Pharmaceutical Industry including Sales Management, Marketing and Business Acumen Training. Together with his Marketing and writing, interpreting and executing contracts at all levels enables him to provide his clients with exemplary service in the sale and/or purchase of their homes. He has also conducted and trained business-focused negotiations - a skill his clients value very highly in achieving their desired outcomes from the real estate transactions. Edward will listen closely to understand your needs, then work to provide you with the attention, diligence and service to ensure they are met through a smooth and positive experience. He is ready, willing and able to take your call today .. and you have his commitment to provide outstanding service and results!"

If you're looking to buy or sell your home, let's connect.

Ed.Koltowski@foxroach.com 215-385-2756

www.guarinohomesgroup.com

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Realtor Ian Michener Realtor Ian Michener

Mary Ann Miceri, MBA, Realtor- Keller Williams

As founder of Suburban Philly KW Realty and Realtor, Mary Ann Miceri, is passionate about serving others with market knowledge and business skills to negotiate the best outcome to suit her client’s real estate needs. Whether upsizing or downsizing, relocating, investment properties, new business ventures - sales or purchases, 1031 exchanges, short sales, or navigating an entire estate sale, Mary Ann will work diligently to assist in any situation. With over 30 years of building successful relationships with multinational corporations and negotiating multi-million dollar contracts, she was extremely instrumental in helping her clients obtain their goals and objectives.

For a few years, Mary Ann was a member of Christian Business Partners Networking in California and she is now the President of Exton CBP Chapter in Exton, Pennsylvania. Being a member, helps provide her clients with a vast network of attorneys, insurance agents, mortgage agents, home inspection professionals and many more resources that will assist her clients during the entire transaction period.

Mary Ann is a native of Southeastern Pennsylvania that has relocated multiple times - east coast to the west coast - and now she is settled back in beautiful Chester County, Pennsylvania. She totally understands the stress and work involved with relocating your home. She believes in taking the stress out of the move by utilizing the consultative approach through the entire real estate transaction. She is a great listener and she will be the advocate on your side whether you are purchasing a home or selling your home. And with her vast networking capabilities, she will find the ideal buyer for your home.

She has been married to Dr. Richard Kusenda for sixteen years. She earned her Masters of Business Administration from Jefferson University in Philadelphia, PA, plus certificates of completion in salesmanship and negotiation at Karrass, Holden, Impax, Dale Carnegie, SAMA University and many more. Mary Ann enjoys volunteering at her church, caring for her twin Yorkshire Terriers, artwork, gardening, exercising and enjoying the great outdoors, especially hiking around Marsh Creek and the Brandywine River.

At Suburban Philly Realty, our goal is to guide you through any real estate transaction, providing expert analytics and market insight with honest and consistent communication and consideration for your timelines and price ranges.

Mary Ann will move mountains to help you achieve your real estate goals and become your advisor and friend in years to come.

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Residential Mover Ian Michener Residential Mover Ian Michener

Tom O’Neill, Managing Partner- A&M Friendly Movers

Through the years I have had the opportunity to be mentored by several strong business people. My years of management experience has allowed us to grow a phenomenal team here at A&M Friendly Movers Tri state. We help people through through a stressful time. Home buying or moving from rental to rental is a hard thing to navigate while working full time and spending time with your family. Our team can handle that entire process with ease.

When I am not working I enjoy spending time with my family. Our two children keep us busy when we are not helping other families. The time we spend at the zoo's and museums in the area are some of our favorites. We also try to capitalize on the time we get outdoors.

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Financial Advisors/Planners Ian Michener Financial Advisors/Planners Ian Michener

Joe Kicinski, Jr., AAMS, CRPC- Edward Jones

Working with me is a two-part experience. First, we will gather insights into the stock market and investing landscape to help determine where you are and where you want to be. The second part is that we also have our home office, a firm with almost a century of experience, helping us along the way. The beauty of this is that by having such tremendous support, resources and industry knowledge behind me, I can focus my efforts solely on my clients and truly understand their needs and goals.

At our office, we are truly there for you. When you call our office, you won’t have to wait on the line for hours and explain to a stranger how you feel when the market changes. Instead, you’re able to reach me quickly and promptly to make changes if needed. Here, we know that the emotional support of having a financial advisor who understands you, your life situation and how you feel about risk is paramount.

I am blessed to have a phenomenal team behind me at our local office. My Branch Office Administrators, Tarrayon, Mary, and Emily, have over 30 years of experience with Edward Jones. Our clients are very appreciative of the friendly and knowledgeable service they receive.

Outside of the office, I enjoy spending time with my wife, Jenna, two kids, Joseph and Idella, and two cats, Maximus and Jasmine. We enjoy visiting Ocean City, NJ together in the summer. Additionally, I shoot sporting clays competitively. I shoot trap weekly at the West Chester Gun Club. I am an Ambassador with the Exton Chamber of Commerce. Lastly, I am a member of the local Masonic Lodge West Chester Lodge No. 322, F. & A. Masons.

We serve clients Nationwide, but locally throughout the greater Philadelphia area in Bucks, Montgomery, Berks, Chester, Philadelphia and Lancaster counties. We’d love to work with you if you’re a small-to-medium sized business owner, high-net worth family, serious long-term investor, young investor or young family.

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For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

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Bank, Mortgage/Loans Ian Michener Bank, Mortgage/Loans Ian Michener

Thomas Spann, Vice President- WSFS Bank

At WSFSbank we aim to provide high-quality financial products and services and the personal attention necessary to help all of our customers achieve their financial goals. We understand the importance of your personal and business banking relationship. That’s why we make available a wide selection of accounts including checking accounts, savings accounts, loans, and investment solutions to fit the way you live now and to grow with you into the future.

It’s the way relationships should be.

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John Strohman, CExP, CFA

I focus on the financial lives of families and small business owners enabling them to organize their wealth and cash flow. This gives families better control, so they can strive to build more wealth, spend less money, manage taxes, and protect against life’s uncertain journey.

Entrepreneurs and small business owners spend a lifetime building their business. However, most don’t know where to begin when contemplating a succession strategy. I help them protect, grow, and ultimately exit their business - when they want, for the money they need, and to the people they know and trust. This can allow their business and legacy to live on.

Let’s connect! I’m ready for a conversation if you are.

Email: John.Strohman@natfin.net

Phone: 610-755-2933

/COMPLIANCE:2023-5277/

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Sherry L. Jordan, CPA, CVA, CFA

I am an articulate and passionate advocate for my clients, colleagues, and friends. My leadership roles, both in the community and in my employment, have prepared me to work collaboratively and creatively with clients, as well as community and business leaders. I especially enjoy projects where I can use the combined power of my financial, organizational, and communication skills to have an impact on the well-being of others - whether that's supporting the success or improvement of vital community organizations, supporting entrepreneurs through the start-up/growth phase of their businesses, or helping clients find a more peaceful resolution through a collaborative or mediated divorce.

I seek to build relationships in every aspect of my practice - with clients, junior staff, and professional colleagues. I can help you take your business to the next level, strategize the cost/benefit of financial choices, quantify funding needs, or guide you from a space of neutrality through the financial aspects of divorce.

I have served as President for the Erie Chapter of the PICPA and as an Athena PowerLink Panel Coordinator. I am an active member of the Collaborative Professionals of Central PA and also a member of the AICPA, NACVA, and the College English Association.

Currently based in Central PA, I have nearly 25 years of experience in accounting and income tax, with niche development in business valuation, litigation and alternative dispute resolution - where I work to bring privacy and respect to the financial aspects of divorce. My consulting experience involves buy/sell transactions including medical practice valuations, minority shareholder disputes, divorce proceedings, and gift and estate planning.

Partner with me for long-term success.

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Josh Rothbard, AIF, CDFA

Helping individuals and businesses in Fort Washington, Horsham and surrounding areas plan for their financial future through the perfect combination of sound advice, realistic expectations, and vast resources, I am able to provide my clients with professional direction that roots in trust and integrity.

Assisting clients in the following areas:

For Individuals and Families

Life Insurance

Retirement Planning

Mortgage Protection

529 Plans

Rollover, Roth and Traditional IRA Funding Strategies

Disability Insurance

Mutual Funds and Investment Products

Long Term Care Insurance

For Businesses

Group Benefit Analysis

Group Health Insurance (Not Offered Through LPL Financial or Secure Planning Group, LLC)

Key Employee Insurance

Buy-Sell Agreements

Retirement Plan Analysis

Business Continuation Strategies

Business Succession Strategies

A member of the National Association of Insurance and Financial Advisors and the Past President of Business Network International Fort Washington Chapter.

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David A. Emery, MBA, CFP, CDFA

Family’s finances continue to become more complex. Major financial events such as: college expenses, divorce, retirement income, taxes and financial concerns of aging parents all can have a dramatic impact on families.

I help families with these events. With my engineering background, combined with the CERTIFIED FINANCIAL PLANNER™ mark and Financial Life Planning training, I help clients understand how their financial pieces can best be utilized to overcome these events and build wealth. Areas of specialties include:

• Retirement planning, helping families understand where they stand, where they want to go, how to get there and how to sustain it for their lifetime.

• Consult families that have aging parents with the many financial, health and legacy concerns associated with aging.

• Helping families reduce college costs, coaching them on reducing taxes, financial aid, debt reduction strategies, as well as how to effectively save for college.

• With divorcing clients, coaching them on equitable distribution of their marital assets and many other financial decisions, as well as helping them discover their financial life, post-divorce.

I have served on the board of the Philadelphia Area Chapter of the Financial Planning Association, have been an active member of: Kingdom Advisers, Association of Divorce Financial Planners, Bucks County Collaborative Law Group, Bucks County Estate Planning Council and the National College Advocacy Group. In addition, I have served on the alumni board of Lehigh University’s Chi Phi fraternity, and on the board of C.B. Cares, a non-profit organization focused on the betterment of Central Bucks County’s youths.

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