Member Business of the Month
Meet our fabulous members every month!
Karen Parry | Mortgage Loan Originator
Karen was raised in Northern Michigan & relocated to Naples, Florida in late 1984. She began her career in Financial Services in 1997 by entering the field of Mortgage Lending. Frustrated with how other companies were run & feeling that clients’ needs were not always the priority, she opened her own Mortgage Brokerage business, Benchmark Home Mortgage, in 1999. Along with her business partner over the next 7 years, her business grew to 5 offices in Naples, Fort Myers & Germany & 40 employees. In 2006 she was expecting her second child & made what turned out to be a very good decision to sell her share of the company to her then two business partners. She continued to work with them until 2009.
After a few years in Insurance, she decided to join Best Interest Mortgage in 2014 especially because their mission statement put simply is:“We Keep Your Best Interest In Mind!”
Best Interest Mortgage is a brokerage business as opposed to a lender. As a Mortgage Brokerage Business they work with various lenders & are not confined to just one. This gives them the ability to search for the lender that best fits the client’s needs. They do Conventional, FHA, VA, Jumbo, Construction, USDA, Foreign National, Purchase, Refinance & Specialty/Niche products. They have Fixed & ARM rates available. Their processing is done in-house, hence they deliver hands on, superior service.
Karen, her husband Bill & their two children, Emilie (16) & Jackson (12) live in Naples. They enjoy camping, sailing, power boating, kayaking, biking & travelling. She is very involved in her children’s schools & her church.
Her direct email address is KParry_Benchmark [at] comcast [dot] net Her direct phone number is: (239) 289.3080
Roxane Kronon Galati, CPA, CFP®
As financial advisors of Capital Wealth Advisors, team Roxane Kronon Galati CFP®, CPA, and son Jeffrey Galati, CLU® focus on helping clients with financial planning through a discovery of goals, client education, behavioral coaching, portfolio construction and wealth management.
Previously, Roxane and son Jeff co-founded AmeriPlanning and Investments, LLC – an independent financial planning and investment advisory firm located in Naples, Florida. Roxane has been in the financial services industry for 40 years. She has been a Certified Public Accountant since 1979 and a Certified Financial Planner since 1992. Jeff has been in the financial industry for over eight years and has a background in business financial consulting, family protection planning, investment advisory, and risk management.
For more information on Capital Wealth Advisors and its services visit capitalwealthadvisors.com or email us directly at roxane [at] cwafgi [dot] com.
Two this month!
Liri Basha is currently a Client Advocate for Christian Companies, LLC a well-established Health Care Consulting firm for over 3 years. Prior to this position she owned and operated very successful childcare for 7 years. Liri has also earned the designation a Realtor with Hallmark Realty Corporation, that she is responsible for the Naples operation of the Real Estate Firm.
As Client Advocate for Christian Companies, LLC, her duties include Coordination of Client Relationships, Planning and Management of the Facility Construction under development including:
- Opening a 3,000 sq,ft Clinic in Bonita Springs, Florida, for The State of Florida, WIC (Women, Infant and Children),
- Underwriting and placement of a Bridge to HUD Loan for a 108 Bed Skilled Nursing Home in Lubbock, TX ,
- Successfully placing an SBA Disaster Loan for a 78 Bed Nursing Facility, Desoto Health & Rehab in Arcadia, Florida and is in the process of underwriting a HUD Loan for the Nursing facility.
- At present time her firm is planning to develop a Continuum of Care which includes Independent Living, Assisted Living Campus and Memory Care in Valrico, Florida.
Liri’s mission is to develop, improve and assist all communities in Rural Areas and work with government on the Opportunities Zones and New Market Tax Credit (NMTC). Developing Affordable Housing, Assisted Living with Memory Care, Hospitals, Clinics, Childcare, and more.
Heather Jennings has always loved Interior Design work. It started when she was a young child in moving her parents furnishings around all by herself, much to her Mother’s surprise.
Heather received a Bachelor’s of Science Interior Design degree at FSU then spent many years in the Retail furnishings industry before moving into the world of custom home building with Arthur Rutenberg Homes, then finally into her own Interior Design Business HJ Designs Naples.
She has more than 25 years experience in the industry and has loved every minute of it.
HJ Designs is a boutique Interior Design firm located in Naples, Florida specializing in residential Interior Design. Heather has created interiors for models, new construction, renovation, and everything in between. She has been published in Home and Design magazine and Naples Florida Design magazine.
Jodi Bisogno is our July Spotlight member.
Jodi is the Executive Director of Cancer Alliance of Naples. Prior to this position, Jodi has owned and operated E & J Associates, LLC consulting services providing training, education, and project management both in Southwest Florida and the Tri-state area since 2004. Jodi has served in the nonprofit arena for over 25 years in the roles as manager, director, chief operating officer and now director. Jodi has worked in nonprofit healthcare, workforce development and educational services as well as an adjunct professor at Florida Gulf Coast University for two years. Jodi has presented at the local, state and national level on topics related to cultural competence and serving disadvantaged communities in the area of social services and health care. Jodi holds a Master of Education in Educational Leadership, from FGCU and a Bachelor of Arts in Psychology from the University of Delaware. Jodi has lived in Naples since 1996.
Jodi started at Cancer Alliance of Naples in 2015. Since, CAN has expanded to serve all of Lee County more than tripling their case load of cancer patients and their families. In addition, CAN has expanded the cancer support group services to include Spanish only groups, instituted CollegeCAN, a junior board of CAN, and has secured funding and resources to ensure no cancer patient be placed on a waiting list. CAN provides a financial safety net for non-medical assistance for children and adults battling cancer during their time of treatment.
Amy Manley is a CERTIFIED FINANCIAL PLANNER™ and Registered Client Service Associate who provides professional financial planning services at the Naples, Florida branch office of Janney Montgomery Scott LLC (“Janney”), a leading full service wealth management, financial services and investment banking firm.
Amy started her career in the financial services industry in 2012. She holds her series 7 and 66 licenses as well as her life, health and variable annuity licenses. To earn the CFP® certification, Amy had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Amy also adheres to the CFP® Board Code of Ethics and she fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
Amy grew up on a farm in the Finger Lakes Region in Upstate New York where she graduated from Cornell University. She became the first County Administrator of Yates County, NY in 1989 and was the first women to hold that position in New York State. She was also the first women president of the Brevard County Jaycees, and later the Rotary Club of Penn Yan, New York.
She is an active volunteer in the community with PACE Center for Girls Collier, Vanderbilt Presbyterian where she is a Deacon. She is a director of the Cornell Alumni Association of SWFL. She has been a member of the ABWA Neapolitan Chapter since 2013. Amy plays golf for fun and is a member of the LPGA Women who play SWFL Chapter. She is also an avid ballroom dancer. Who Play- SWFL Chapter
• Accredited Adviser in Insurance
• Accredited Customer Service Representative
• Associate in Insurance Account Management
• Associate in General Insurance
• Associate in Insurance Services
• Certified Insurance Counselor
• Certified Professional Insurance Agent
• Certified Professional Insurance Woman
• Diversified Advanced Education
• Professional in Insurance Account Management
Visit Belinda at our upcoming ABWA Dinner Meeting or contact her at 239-298-8210.
Sam Black provides a wide range of services including sales management and sales training, telesales and customer service call center training, retail sales and customer service training, and assessments to hire and develop the best sales, customer service or telesales teams. Sam has over 40 years of experience in sales and customer service and in 2018 is celebrating her 27th year as a consultant.
Sam helps her clients select the right telesales reps, customer service reps, sales staff, and management personnel for the job using state-of-the-art pre-hire selection and post-hire coaching tools delivered via the Internet. Those tools allow her clients to make informed hiring decisions, provide employees with targeted performance coaching and to build the high-performing teams they need to be successful/profitable and on a growth path in a highly competitive business environment.
She is also the author of the book “How to Build Your Business Using the Phone…Effectively!” Sam’s clients are local, national and international. She has trained in Mexico City, Bogotá, Melbourne, Mumbai, Seoul, Madrid, Bratislava, St. Lucia, Vienna, New Delhi, Coventry, Wellington and all over the United States.
She is also celebrating 8 years of her business Design-Your-Gift, an interactive bead and jewelry design store in Bonita Springs offering group parties and individuals the opportunity to create beautiful unique accessories for ages 5 to 105!
Jill Griffin is the owner of Wood ‘N’ Rugs, “Your Unique Flooring Boutique“, which is a family run business that opened in February 1999. The business is located on Bonita Beach Rd. in Bonita Springs. Wood ‘N’ Rugs specializes in tile, wood flooring, carpet and area rugs. Custom area rugs are a large part of the showroom. Our primary concern is customer service. Our goal is to make each client feel like they are family and their project or remodel is a number one priority. Whether the job is small or large, we want every client to feel that their project is just as important as the last or next job.
Jill is originally from Michigan but has made Naples her home since 1999. She is a leader in our community and was recognized in 2013 as Woman of the Year by the National Association of Professional Women. Some of her hobbies include boating, reading and swimming. She loves socializing with friends and family and is active in her church, Emmanuel Lutheran.
Jill is married to Kevin and has two daughters, Charlotte and Kelsey.
Marianne Kearns is Executive Director of the PACE Collier Center in Immokalee, Florida. Ms. Kearns brings to the Center an extensive knowledge of gender specific programs and a long history with PACE Center for Girls. She has significant experience in working with youth involved in the juvenile justice system as well as training other staff in effective program and treatment models. Her previous involvement with PACE included helping start the Lee County PACE Center as Program Director in 2007 and she worked as a Program Manager with the Pasco County PACE Center beginning in 2002. Ms. Kearns has been with the Immokalee PACE center since 2010. She has earned a M.Ed with Boston University while living in Heidelberg, Germany and a BA from Appalachian State University.
PACE Center for Girls of Immokalee County is part of a statewide organization that includes 19 Centers throughout Florida. PACE Center for Girls, Inc. is a Florida based, not for profit, 501(c) 3 and a leader in recognizing that effective prevention programming for girls must be responsive to their unique needs. PACE’s mission is to provide girls and young women an opportunity for a better future through education, counseling, training and advocacy. PACE values all girls, believing each one deserves an opportunity to find her voice, achieve her potential and celebrate a life defined by responsibility, dignity, serenity and grace. For more information, please visit us at www.pacecenter.org. Please also “like” our FACEBOOK page that is updated weekly with current center news and events.
Linda Abedrabbo CreativEnergy seamlessly combines remarkable Marketing, Branding, Creative and Production resources into one leading facility. Our clients can bank on an extraordinary level of economic efficiency and project control—from thought to finish. Founded by Director Linda Abedrabbo in 1983, the company has grown steadily by delivering a pronounced expertise in the production of traditional and alternative marketing and branding.CreativEnergy is dedicated to creating branding with impeccable quality and comprehensive customer service to each of our clients. Throughout our years in business, our primary objective is to work as a creative partner and develop solutions together.Whether you’re just starting up, re-branding your company, launching a new product, or looking to strengthen your position in the marketplace, we can customize our services to maximize the effectiveness of your marketing effort.At CreativEnergy, our goal is to show you how building and maintaining your brand can have a direct positive impact on your company’s performance.
Adele Maria-Cui, currently part-time as Sr. VP Finance at Hollinger Jobs. Prior experience with a global company and a specialized consulting firm. 30+ years of professional experience in management, operations, human resources, auditing, marketing, public relations and full life cycle system application development and implementation for large and medium sized companies. Skilled at strategic thinking and detailed analysis. Adele is on the Advisory Board of Collier Child Care Resources (CCCR) and she is a member of HR Collier.
Each Month we will feature 2-3 members and their businesses. Please click the links to check out their websites and social media pages. This is a benefit of being a member of the Neapolitan Chapter of ABWA. To learn more how you can become a Member Business of the Month, email Roxane Galati at roxane [at] ameriplanning [dot] com