Phillip Blackerby has helped over 800 entrepreneurs start new companies and improve existing companies. He specializes in financial modeling, strategic planning, lean manufacturing, and family businesses. He has extensive experience working with web-, app- and device-based technology companies, retail, and acquisitions. He has worked with a variety of industries, including education, energy, food, medical services, and not-for-profit social service. RSVP for your spot.
Michael Klein, CFP®, MBA, owner of Klein Financial, is a native of Mesa and has been working in finance for the past 14 years; first as a corporate financial analyst, then as a financial advisor. He understands the challenges you face and the needs that arise in securing your personal and business financial future. Michael specializes in working with small business owners to establish both a business and personal budget, and can help to achieve financial goals by integrating your business with other personal financial strategies. Michael is available the third Monday of the month from 2 p.m. to 5 p.m. RSVP for your spot.