AN EVENING AN EVENING - An Evening With The Experts
Transcription
AN EVENING AN EVENING - An Evening With The Experts
AN EVENING WITH THE An Exclusive Event for Doctors and Practice Administrators Don’t miss this opportunity to gain knowledge concerning veterinary opportunities from experts in the industry. Unparalleled access to a variety of industry experts in one convenient setting Learn about potential pitfalls that can directly impact your practice Discover new opportunities for growth and success in the veterinary industry Join us Wednesday, May 27th l 6:00pm - 8:00pm 11814 115th Ave NE, Bldg J, Kirkland, WA 98034 l Seattle Veterinary Specialists NO COST to attend l Food and Beverages SPACE IS LIMITED TO 5O GUESTS RSVP by May 25th to reserve your seat. Call Joseph Coury at 440-554-3524 or email [email protected] Changing Lives, Forever INDUSTRY EXPERTS Darby Affeldt Financial Advisor Darby Affeldt, DVM is a Financial Advisor working w Owners, such as Physicians, Dentists, and Veterin Medicine herself, Darby understands the complexiti works diligently and comprehensively to suit these nee is passionate about helping others succeed and us Darby Affeldt, DVM Scott Henderson training to help clients efficiently pursue their goals. She specializes in Financial Advisor financial strategies for medical practices, independent businesses, indiv NORTH STAR RESOURCE GROUP passionate about ®educating her clients to support them in achieving fin Joseph Coury Changing Lives, Forever Joseph Coury is a Regional Sales Manager for Bank of America Practice Solutions Veterinary Division. In this role Joseph works only with Veterinarians and specializes in veterinary specific lending as well offering critical knowledge to establish and develop veterinary practices. Scott Henderson is a business attorney whose clients include veterinarians, dentists and Darby Affeldt,Darby DVM, isis a Financial Advisor otherreceived professional practices. He provides and DV originally fromforColorado and both her Bachelor’s North Star Resource Group Following specializing in advice in such areas as practice University. her move to Seattle, Darby built both atransitions, relief veterina working with Veterinarians and Practices. A real estate and employment matters. Scott’s operated a successful and development company, practice owner herself, Darby understandsconstruction representation includes the drafting of construc one veterinary hospital in 13 years. Darby was inspired to finan the complexities and needs of her clients and purchase and sale agreements,become employment office a 602.801.2 Darby Affeldtto suit faxand 602.224.9 works holistically and comprehensively agreements, options to purchase, leases experiences as a business owner, hoping to help protect others by offerin [email protected] Financial Advisor these needs. other strategic planning documents. educational approach. Darby Affeldt, DVM is a Financial Advisor working with Small Business and Pract Owners, such as Physicians, Dentists, and Veterinarians. A Doctor of Veterin Working Medicine with North Star’s Southwest Darbyand partners Mark a herself, Darby understandsDivision, the complexities needs ofwith her clients works diligently and comprehensively suit these needs.minds A lifelonginentrepreneur, Da receive excellent service from some oftothe brightest the financia is passionate about helping others succeed and using her personal experience a registered—Series 7, holds a State Law Securities registration—Series 63 training to help clients efficiently pursue their goals. She specializes in designing low-risk tax-efficie Representative—Series 65, independent and a Life/Health/Disability license financial strategies for medical practices, businesses, individuals Insurance and estates; she is dee passionate about educating her clients to support them in achieving financial literacy and security. Darby has authored several articles and has spoken at several veterinary Darby is originally from Colorado and received both her Bachelor’s and DVM degrees from Colorado Sta College of Veterinary Medicine, in addition toveterinary national symposiums. Outsi University. Following her move to Seattle, Darby built both a relief career and founded and operated a successful construction and development company, constructing over and 100 new and with Sierra Veterinary Medical Association, Vet Partners, thehomes America one veterinary hospital in 13 is years. Darby wasvolunteer inspired to become a financial advisor based off of her ow and additionally a surgical with the Lewis County Animal Hos JeffasClark, AIA owner, hoping to help protect othersBRIAN F. BRAY, C.P.A. experiences a business by offering a holistic, comprehensive, an Seattle and Olympia, WA, Darby enjoys cycling, swimming, snow and wat educational approach. Rod Johnston, MBA, CMA Owner Rod has a vast amount of knowledge, experience and education in all aspects of business and real estate that provide an incredible value to every veterinary practice. Rod is a licensed commercial broker in Washington and Oregon. He also has an MBA from Seattle University, is a Certified Management Accounting, a member of the Institute of Business Appraisers and the National Association of Practice Brokers Brian Bray Dr. grewChristian up in SeattleAffeldt and graduated spending time with her family—husband, (also a vete the University Washington. He has Working withTruman, North Star’s12. Southwest Division, Darbyfrom partners with MarkofBonnett to ensure that clients and a certified public industry. accountant andis business receive excellent service from some of the brightestbeen minds in the financial Darby Securities advisor for over 25 63, years his teamAdvisor helps registered—Series 7, holds a State Law Securities registration—Series anand Investment theirInsurance clients aslicense, businesseach improvement profit Jeff Representative—Series is the Senior Principal 65, andand President of a Life/Health/Disability in multipleand states. advisors by offering creative, results oriented Architectural Werks, Inc., a Kirkland based solutions along with insight and perspective, architecture, and interiors Darby hasplanning, authored several articlesfirm and has spoken at several veterinary schools, such as the WSU honed by decades of experience. The mission of of Veterinary in addition symposiums. Outside of work, Darby is involved thatCollege has teamed up withMedicine, veterinarians to to national Benton Bray, P.S. is to help our clients prosper by with Sierra America Veterinary Associatio complete moreVeterinary than 350Medical animal Association, healthcare Vet Partners, actingand as athe resource center to helpMedical clients build and additionally is the a surgical with the Lewis County Animal Hospital. residing in facilities throughout Pacificvolunteer Northwest prosperous businesses and Currently implement plans to Seattle and Olympia, WA, Darby enjoys cycling, swimming, snow and water skiing, traveling, reading, and since 1969. achieve their financial freedom. spending time with her family—husband, Dr. Christian Affeldt (also a veterinarian), and children Emme, 1 and Truman, 12. North Star Resource Group • 1100 Dexter Avenue N, Suite 100 • Seattle, WA 98109 • Main 4645 N. 32nd Street, Suite 100 • Phoenix, AZ 85018 Don’t miss out on this Exclusive Event *Financial Advisors do not provide tax or legal advice and this should not be considered as such. Please consult a tax or legal professional for advice regar North Star Consultants, Inc., Insurance Products and Services| CRI Securities, LLC - Securities and Investments | Securian Financial Services, Inc. – Var North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Membe Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource G Darby is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. AN EVENING WITH THE Call Joseph Coury at 440-554-3524 or email [email protected] 1172610North | DOFUStar 04-2015 Resource Group • 1100 Dexter Avenue N, Suite 100 • Seattle, WA 98109 • Main 602.801.2002 • Fax 602.224.9044 www.northstarfinancial.com 4645 N. 32nd Street, Suite 100 • Phoenix, AZ 85018 *Financial Advisors do not provide tax or legal advice and this should not be considered as such. Please consult a tax or legal professional for advice regarding your specific situation. North Star Consultants, Inc., Insurance Products and Services| CRI Securities, LLC - Securities and Investments | Securian Financial Services, Inc. – Variable Products and Securities North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. | CRI Securities, LLC is affiliated with Securian Services, Inc. and North Star Resource Group. North Star Resource Group is not affiliated with Securian Financial Services, Inc. North Star Resource Group is independently owned and operated. Darby is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 1172610 | DOFU 04-2015 www.northstarfinancial.com P