SMART Professionals. An Introduction

Transcription

1 SMART Professionals An Introduction

2 Mission Statement SMART Professionals We are organized exclusively for the charitable, networking and education purposes of professionals and consumers SMART is primarily active in the Financial Service Sector SMART helps consumers understand and develop their own personal strategies. We help consumers to resolve current & future issues facing them personally. SMART works with our state legislators to improve the consumer rights

3 Why SMART for the Consumer? Today s consumer has a strong need for a go-to Organization providing expert opinions & providing education in: Mortgage Industry Fraud Credit And Credit Improvement Creating Wealth Reverse Mortgages Definition & Implementation of Mortgage Industry Licensing

4 Who Are Our Members? Initially they were Business Professionals associated with the Mortgage Industry: Real Estate Brokers Appraisers Mortgage Brokers Mortgage Lenders Title Agents Insurance Brokers

5 Who Are The Future Members? SMART is growing to include Business Professionals from other affiliated industries: Tax Planners Trust Lawyers Financial Planners Insurance Agents Divorce Lawyers CPA s

6 Getting Started SMART Professionals Identified Three Initial Areas of Emphasis: Consumer Education Legislation Business Development Network

7 Consumer Education SMART s 2007 Focus Areas: Veterans Senior Groups Media Alliances Government Alliances Extended Network/Organization to meet new Customer Education Opportunities

8 Legislative 2007 Focus Areas: Define and Implement Mortgage Industry Licensing Define and Create Legislation Allies Identify Legislation that Might need Our Expertise Define Subjects for Legislative Focus

9 Business Development Network 2007 Focus Areas: Identify and Recruit Memberships that will Implement the SMART Vision for the Network

10 Retirement Plan Incorporation Investment Strategy Financial Plan Real Estate Trust & Wills CONSUMER EDUCATION Medical Plan Tax Plan Credit Management Insurance Needs

11 CPA s Divorce Lawyers Financial Planners Bankruptcy Lawers Estate Planners Trust & Wills SMART Partners Mediators Real Estate Broker Insurance Reps Tax Planners Retirement Planners Bankers

12 SMART Organization SMART Professionals Board Members - 9 Quorum - 5 Years of Industry Experience Chris Streiff Executive Director 10 Years Industry Experience Dave Williams President 27 Years Industry Experience Sr. VP WR Starkey Bob Gholson Board Advisor 31 Years Industry Experience IBM Brad Greene Executive Vice President 13 Years Industry Experience Countrywide Holly Heaton Secretary 5 Years Industry Experience Custom Home Loans Kevin Wigfield VP Business Development 18 Years Industry Experience Recruit More Nic Beal VP Government Affairs 10 Years Industry Experience New Horizons Mortgage Andrew Seed III VP Educational Programs 15 Years Industry Experience Generation V Aaron Perea VP Membership 5 Years Industry Experience American Family Insurance Rachel Doyle VP Finance 5 Years Industry Experience American Family Insurance Mike Shanahan VP Colorado Springs 18 Years Industry Experience Community Lending Nancy Ford PR Consultant 20 Years Industry Experience MEDIA Ross King Project Manager Foreclosure 18 Years Industry Experience King Real Estate

13 Current SMART Projects FORECLOSURE Home Ownership through Education TRACKING TRENDS Analyze Current Housing Trends Comparing other successful states housing trends to CO Working towards a better future of housing trends. Our goal is within the next 5 Yrs. SECOND CHANCE Implementation Identification of Areas for best suited for this program

14 2011 Goals Consumer Education Expand Membership to Areas Identified by Consumer Request Legislative Created Legislative Alliances for Social Issues Business Development Network Define and Begin Implementing the SMART Foundation

15 Good to Know Info Search on Foreclosures for current articles