LEADERS 2020
VISION | INFLUENCE | POWER
95
A STATE OF MIND & A WAY OF LIFE
HANDMADE HEIRLOOM QUALITY BUFFALO LEATHER FURNITURE O R I G I N A L F I N E A R T • U N I Q U E F U R N I S H I N G S • L I G H T I N G • TA B L E S • A C C E S S O R I E S
EXPERIENCE THE ULTIMATE IN LUXURY, COMFORT & DESIGN WITH FURNITURE FROM BUFFALO COLLECTION Our luxurious heirloom quality furniture is handmade in America using the finest materials and methods of old world craftsmanship. Let us enrich your lifestyle by creating timeless custom furnishings of the highest quality for your home.
SPECIALIZING IN CUSTOM ORDERS • WORLDWIDE SHIPPING • MADE IN THE USA 7044 E. FIFTH AVENUE, SCOTTSDALE, AZ
480.946.3903 | BUFFALOCOLLECTION.COM
Come
TOGETHER An event is only as good as its venue. Stage your retreat, product launch or convention at a location as remarkable as your vision. Mountain Shadows’ dramatic vista makes a powerful statement at unveilings. Mid-century mod Hotel Valley Ho infuses motivating energy into any gathering. Choose to host your next company get-together at destinations that surpass expectations.
H O T E L V A L L E Y H O . C O M | 4 8 0 . 3 76 . 2 6 0 0
M O U N TA I N S H A D OWS .C O M | 480.62 4.54 0 0
S COT TS DA L E, A R I ZO N A
P A R A D I S E V A L L E Y, A R I Z O N A
WESTROC.COM | Hotel Valley Ho and Mountain Shadows are part of the Westroc Hospitality Collection.
LEADERS 2020
Single plaque
Get the
RECOGNITION you deserve! Desktop plaque
Double plaque Stand-off wall plaque
ONLINE STORE Az BIG Media owns the exclusive rights to AzBusiness Leaders and is the only provider of official plaques.
azBIGmedia.com | 602.277.6045 Many more styles and sizes available online
LONDON GOLD
LONDONGOLD.COM ARROWHEAD
(623) 979-4445 CHANDLER
(480) 705-4191
SCOTTSDALE
(480) 367-1717
OneAZ proudly serves over 7,000 Arizona businesses.
We’ve partnered with Local First Arizona and State Forty Eight to bring more awareness to how supporting local businesses improves our economy and our communities. That’s the power of keeping money local. Learn more at
OneAZcu.com/Business
Insured by NCUA Equal Housing Lender. NMLS 607456. For membership eligibility visit OneAZcu.com/Membership.
THE VALLEY’S TALK STATION
MIKE BROOMHEAD 6AM - 10AM
THE CONSERVATIVE CIRCUS WITH JAMES T. HARRIS 4PM - 7PM
E XC EP T IONA L W I T HOU T E XC EP T ION. C O N G R AT U L AT I O N S ROB SCHWISTER!
Congratulations to Alerus Market President Rob Schwister for being selected as an AZ Business Leader! With nearly 20 years of financial services experience, Rob has a strong understanding of the Arizona business culture. He has built a reputation of dependability and determination. His full commitment to our community is an inspiration to us all. For a wealth of financial options, call 800.279.3200.
HAPPY HOUR 4PM - 6PM Draft Specials ♦ $3 Draft Beer $5 Sean Minor Wine ♦ $5 Well Drinks
Rent THE MARKET! A great place for your next event for up to 50 people
Check out our seasonal weekend and weekday menus. With its open-air feeling and misted patio, The MARKET is the perfect setting for a rendezvous for two or and energetic party of twenty.
602.626.5050 | themarketbyjennifers.com 3603 East Indian School Road, Suite A, Phoenix S.E. Corner of 36th St. & Indian School in the Gaslight Square
2018 Caterer of the Year
602.579.5327 | jenniferscatering.com
Brunch Sat & Sun 9am - 3pm (Brunch Drink Specials) • Dinner Wed - Fri 4pm - 9pm • Closed Mon & Tues
FROM THE EDITOR
How can we define a great leader? T
he dictionary — that heavy thing we used before we could Google things — defines leader as “the person who leads or commands a group, organization, or country.” But the definition and expectations of a leader can change from moment to moment and from circumstance to circumstance. The truth of the matter is that the best leaders seem to possess an elusive mix of talents, traits and qualities that cannot be easily defined. If those traits could be defined and duplicated, we wouldn’t have the special women and men who rise to the tops of their industries. That said, an analysis of 200 CEOs from around the world by Russell Reynolds Associates and Hogan Assessment Systems reveal three major indicators of successful leaders: • They have a strong sense of purpose, passion and urgency. • They know how to sift through information and find the most important parts. • They are humble, always learning and are master collaborators. In the pages on Az Business Leaders, you will read about men and women who possess all those traits — and more. The men and women profiled in these pages have created industries, transformed industries, saved lives and made the lives of those in the communities they serve. The leaders you will see profiled in the pages of this magazine were selected from a pool of more than 5,000 of the most innovative entrepreneurs and the best and brightest Arizona business leaders in healthcare, real estate, construction, education, banking, financial services, manufacturing, technology and law. Over the course of more than two dozen meetings, that list of 5,000 leaders under consideration was paired down to about 500 names, which the selection panel considered to be the most influential leaders in their industries. Then, they were divided up into the categories you will find inside this book. The drivers of Arizona’s economy who are profiled inside the pages of this magazine have counseled presidents. They have survived plane crashes and kidnappings. They play in rock ’n’ roll bands. They were Olympians. They reflect a wide spectrum of ethnicities, age and gender. But they share one thing in common: they are catalysts for Arizona’s economy. They are leaders. They are innovators. They have influence. And when they speak, they make things happen. And together, they are guiding Arizona toward greatness. Enjoy this edition of Az Business Leaders. And if you have someone who you think should be considered for next year, nominate them at azbigmedia.com.
Michael Gossie Editor in chief michael.gossie@azbigmedia.com
16 ABL | Nominate at azBIGmedia.com
President and CEO: Michael Atkinson Publisher: Josh Schimmels Vice president of operations: Audrey Webb EDITORIAL Editor in chief: Michael Gossie Associate editors: Steve Burks I Alyssa Tufts ART Art director: Mike Mertes Design director: Bruce Andersen MARKETING/EVENTS Marketing & events manager: Keith Chandler Digital strategy manager: Gloria Del Grosso Marketing designer: Michael Bodnar OFFICE Special projects manager: Sara Fregapane Executive assistant: Briana Villa Database solutions manager: Amanda Bruno AZ BUSINESS MAGAZINE Senior account manager: David Harken Account managers: April Rice I Kim Bailey AZRE I ARIZONA COMMERCIAL REAL ESTATE Director of sales: Ann McSherry AZ BUSINESS LEADERS Director of sales: Sheri Brown Director of business development: Carol Shepard RANKING ARIZONA Director of sales: Sheri King EXPERIENCE ARIZONA & PLAY BALL Director of sales: Jennifer Swanton
AZ BUSINESS LEADERS is published annually by AZ BIG Media, 3101 N. Central Ave. Suite 1070, Phoenix, Arizona 85012, (602) 277-6045. The publisher accepts no responsibility for unsolicited manuscripts, photographs or artwork. Submissions will not be returned unless accompanied by a SASE. Single copy price $20.00. Bulk rates available. Copyright 2019 by AZ BIG Media. All rights reserved. No part of this publication can be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage and retrieval system, without permission in writing from AZ BIG Media.
Wet your whistle…
PEOPLE & PROJECTS TO KNOW
Connecting Industr y with Nonprof its IN COMMERCIAL REAL ESTATE
azBIGmedia.com Print
•
Digital
•
Events
LICENSED PROFESSIONALS PROGRAM Is Your Professional License In Jeopardy? “We’ll listen to your professional and personal story, customize a treatment plan, and get you back on your path.”
Licensed professionals are not exempt from substance abuse and mental health concerns. They face unique contributing factors to substance abuse such as high job-related stress, long work hours, and sleep deprivation, and are often confronted with life-and-death situations. The consequences of substance use affect mental, physical, social, and spiritual aspects of the licensed professional’s life. With our thorough analysis, healing can begin.
Call us today.
-Valerie M. Kading, DNP, PMHNP-BC Chief Operations Officer
844-396-4104 | SierraTucson.com/AZBL
NMLS# 322012 | Member FDIC | Equal Housing Lender. Copyright Š 2018 Pinnacle Bank, all rights reserved.
In your community. On the go. Banking close to home has its advantages.
Your office isn’t the only place you do business. So why should your banking only happen at the bank? With friendly branches in your community and 24/7 online banking access, Pinnacle Bank is here for you whenever and wherever you need us. Stop by our local branch or visit pinnaclebankaz.com to learn more. Scottsdale 480.609.0055
|
Phoenix 602.995.6565
|
Deer Valley 623.230.3500
|
We participate in:
Tempe 480.867.1300
TABLE OF CONTENTS
BANKING & FINANCE
LAW
PROFESSIONAL SERVICES
Banking........................................................38, 40, 42 Credit Unions............................................................44 Financial Services...................................................46 Mortgage Lenders...................................................48 SBA Lenders..............................................................50 Wealth Management..................................47, 52, 54 Tucson Banking & Financial...................................56
Alternative Dispute Resolution....................90, 117 Banking......................................................................92 Bankruptcy/Reorganization.................................94 Business & Commercial Litigation................96, 98 Construction.......................................................... 100 Elder Law................................................................ 102 Employment & Labor Relations................104, 106 Estate Planning & Probate......................... 108, 110 Healthcare............................................................. 112 Immigration............................................................114 Insurance............................................................... 113 Intellectual Property............................................ 116 Land Use................................................................. 118 Management................................................. 120, 122 Mergers & Acquisitions....................................... 124 Native American.................................................... 123 Non Profit............................................................... 126 Personal Injury...................................................... 128 Real Estate.................................................... 130, 132 Securities & Finance............................................ 134 Sports..................................................................... 136 Tax............................................................................ 138
Accounting.................................................... 162, 164 Advertising............................................................. 166 Media....................................................................... 168 Business Brokers................................................. 170 Business Insurance.....................................172, 174 Cyber Security....................................................... 176 Public Relations.................................................... 178 Workforce Placement.......................................... 180
HEALTHCARE Healthcare Administrators.............................62, 63 Behavioral Health....................................................64 Bioscience.................................................................66 Cancer Treatment....................................................68 Cosmetic Surgery....................................................70 Dentistry...................................................................72 Healthcare Plan Providers.............................. 74, 76 Healthcare Innovators............................................77 Health & Beauty.......................................................78 Pain Management....................................................80 Vision.........................................................................82 Tucson Healthcare...................................................85
LIFESTYLE Auto Dealers.......................................................... 144 Jewelers................................................................. 146 Restaurateurs....................................................... 148 Sports..................................................................... 144 Tourism................................................................... 152 Tourism: Hospitality............................................. 154 Tourism: Special Events....................................... 156
REAL ESTATE Architects............................................................... 186 Broker Managers......................................... 188, 190 Broker Office.......................................................... 192 Broker Retail.......................................................... 194 Broker Industrial................................................... 196 Contractors..........................................198, 200, 202 Developers....................................................204, 206 Engineers..............................................208, 217, 221 HOA’s....................................................................... 210 REIT’s....................................................................... 212 Owner/Operator.....................................................214 Property Asset Management............................. 216 Subcontractors..........................218, 220, 222, 224 Land Investors...................................................... 226 Residential Developers........................................ 228 Residential Home Builders.................................. 230 Custom Home Builders........................................ 232 Multifamily Developers....................................... 234 Realty Firms.......................................................... 236 Residential Real Estate Services....................... 238 Title & Insurance................................................... 240 Tucson Real Estate............................................... 242
TECHNOLOGY & MANUFACTURING Aerospace & Defense...........................................251 Energy.................................................................... 248 Manufacturing....................................................... 250 Mining and Natural Resources........................... 252 Innovators.............................................................. 254
WHO’S WHO -Hans Finzel
24 ABL | Nominate at azBIGmedia.com
CEO’s....................................................................... 256 Economic Development....................................... 258 Education............................................................... 260 Family Owned Businesses.................................. 262 Influential Women................................................. 264
INDEX OF LEADERS
Abalos, Sandy.......................................162 Abraham, Andrew. .................................130 Abrahams, Kenneth..............................228 Ackaert, Megan.......................................38 Adkerson, Richard.................................252 Admire, Anthony.....................................70 Afinowich, Jim.......................................170 Aiken, Shawn.........................................117 Alameddin, Ann-Marie. . ........................ 264 Albracht-Crogan, Cindy. . .........................96 Alcazar, Drew........................................156 Allford, R. Allan........................................ 74 Althouse, Alan.........................................44 Alvarez Sr., Martin.................................198 Amada, Laura........................................240 Anderson, Jennifer.................................38 Archer, Scott.........................................214 Arendt, Thomas.....................................130 Arnold, Charles......................................102 Aviles, Vicky..........................................217 Babilon, G. Vernon. ..................................48 Badolato, John.......................................72 Bailey, Lauren. ......................................148 Bair, Brian.............................................236 Baker, Clifford.........................................80 Balitis, John..........................................104 Barker, Mark. .........................................130 Barnes, Hilary.........................................94 Barnes, Paul............................................ 74 Barney, Denny......................................258 Barnier, Jerry........................................218 Barton, Jennifer......................................77 Bates, James..........................................77 Bauer, Mark...........................................196 Baum, Keith.............................................47 Bayans, Steve.........................................46 Beal, Natasha . .......................................168 Beale, Michael. ......................................117 Beian-Kirk, Tracy..................................186 Belfiore, Jim. .........................................238 Bennett, Jack........................................172 Bennett, Jenette...................................194 Berg, Scott..............................................92 Berge, Brent......................................... 144 Berger, Steven.........................................94 Bergman, Lorraine................................198
26 ABL | Nominate at azBIGmedia.com
Berry, Charles.......................................124 Beus, Leo..............................................116 Beverly, Bruce......................................240 Beyer, Marc...........................................218 Bianco, Mike. . ........................................251 Biddle, Steven.......................................121 Bidwill, Michael.....................................150 Bill, Michael. . .........................................172 Bjerk, Scott...........................................198 Boca, Paul.............................................180 Bodney, David.......................................121 Bohannon, Kyle. . .....................................82 Bondurant, Sharon.. ..............................180 Bontrager, Mike. . ...................................198 Bosco, Mark.. ...........................................92 Bourn, Don.. .......................................... 204 Boylan, Daniel.......................................232 Brammer, Randy...................................162 Bregman, Mark.. ....................................108 Breinholt, Leroy....................................196 Brienza, Susan......................................112 Brinkman, Matt.....................................217 Briones, Patricia...................................121 Brooks, Scott..........................................80 Brophy III, James....................................92 Brown, Mike. . ...........................................38 Brown, Robert.......................................126 Brown, Shad..........................................138 Brown Jr., Garland. . ...............................116 Bruggeman, Jerome.. ............................218 Brumfield, Martha. . .................................84 Brunia, John. . ........................................218 Buesing, Jerry.. .....................................218 Bull, Ed..................................................118 Burgess, Robin. . ....................................112 Burnham, Rebecca. . ..............................130 Burns, Robert Bob. . ...............................248 Butler, Kirk............................................220 Butler, Ron............................................162 Callahan, William....................................50 Camacho, Chris.....................................258 Carney, Bryon.......................................188 Carter, Ellis.. ..........................................126 Cartier, Casey.......................................198 Cawley, Sherman..................................186 Chacopulos, Theresa..............................47
Chase, Peggy..........................................64 Chen, George. . .......................................116 Cheng, Rita.. ..........................................260 Christian, Alison.. ..................................113 Christofolo, Rosemarie.........................116 Clark, Bernie...........................................46 Clarke, William......................................108 Clees, Joseph. . ......................................104 Clifton, Gregg........................................136 Cody, Matthew......................................232 Coffin, Randy........................................146 Cohen, Peter.. ........................................260 Cole, D. J.. . .............................................210 Coley, Victoria. . ....................................... 74 Comitz, Edward.....................................112 Condrey, John.......................................100 Connelly, Thomas.. ..................................47 Cooke, Theodore...................................252 Cool, James. . .........................................117 Coover, Kathy. . ........................................78 Coppersmith, Sam. . ...............................126 Coulter, William.................................... 144 Coyle, John.. ..........................................172 Cranston, Jennifer................................120 Creaser, Gregg......................................217 Creyer, Will............................................212 Crow, Michael........................................260 Cullum-Colwell, Lindsay.......................232 Cummerford, John................................116 Curzon, Tom.. .........................................124 Cutter, Kevin...........................................56 Dahl, Lisa..............................................148 Darche, Fred.. ........................................188 Davids, Kimberly. . .................................200 Dawson, Barbara.. ...................................96 De Blasi, Michelle. . ................................248 De Rito, Martin......................................214 DeLong, Robert.....................................172 DeRaad, Brent.......................................152 Derdenger, Pat......................................138 DeVito, Michele.......................................70 DeWald, Scott.. ......................................126 Dexter, David. . .........................................66 Dinan, James........................................220 Ditmer, Dean.........................................168 Doglione, Arthur......................................47
INDEX OF LEADERS
Dollarhide, Jeff.....................................172 Donaldson Stewart, Monica..................117 Doran, John Alan...................................104 Doss, David.............................................44 Douglas, Paul..........................................72 Dowd, Daniel.........................................117 Drury, William.........................................96 Duffy Ybarra, Kathleen. . .......................180 Duran, Lisa............................................114 Dworkin, Judith. ....................................121 Earnhardt, Bull. .................................... 144 Earnhardt, Tex. ......................................262 Edwards, Ryan........................................40 Eggert, Jennifer....................................194 Eisen, Ori...............................................176 Ezzell, Tina..............................................96 Fakih, Ali................................................217 Fathe, Fred. .............................................92 Feeney, Matthew..................................120 Feeney, Pat...........................................196 Feldman, Mark.........................................47 Ferer, Charlie.........................................220 Fine, Peter. ..............................................62 Fisher, Darin. .........................................210 Fleetham, Jeff.......................................238 Fortuna, Joe..........................................220 Fouts, Clint............................................236 Fox, Sam................................................148 Freed, Leah...........................................120 Frerichs, Scott......................................100 Friesen, Jeff. ...........................................42 Frutkin, Jonathan.................................134 Fulton, Doug..........................................230 Gallagher, Garrick.................................120 Gammage Jr., Grady.. ............................118 Garcia III, Ernie..................................... 144 Garlick, Michael....................................192 Garmany, Dana......................................150 Garner, Don.............................................38 Garner, Lauren........................................90 Gauthier, Scott......................................146 Geier, Andrew........................................200 Ghaster, Brad........................................262 Giese, Julie............................................150 Gittler, Amy...........................................104 Godwin, Jamie. ......................................200
28 ABL | Nominate at azBIGmedia.com
Goetz, Calvin. . .........................................52 Goldberg, Yale.......................................138 Goldman, Gloria.. ...................................114 Gollihar, Cindy.........................................80 Goodell Knecht, Colleen. . ........................92 Goodmiller, Chuck.................................162 Goodnow III, G. James...........................120 Goodrich, Ken. . ......................................220 Gorny, Tomas........................................254 Gottlieb, Stacey......................................98 Gould, Robert..........................................68 Grace, Howard. . .....................................214 Grado, Gordon.........................................68 Grant, Jessica.......................................222 Grauer, Steve. . .......................................202 Graves, Jennifer.. ..................................251 Gray, Alisa.............................................108 Gregg, Gary...........................................188 Grimmelmann, Frank............................176 Grote, Thomas. . ....................................... 74 Grove, Dawn..........................................250 Grove, J. Julian.. ......................................80 Guenther, Marianne............................. 264 Guerra, MaryAnn.....................................66 Gulbranson, Trish. . ..................................78 Guldner, Jeffrey....................................248 Guttilla, Phillip......................................134 Hamilton, Sharon..................................222 Hancock, Mark......................................230 Hannley, Mike.........................................56 Harkey, Scott........................................166 Harkins, Dan.. ........................................262 Harper, Sharon..................................... 204 Hart, Dawn............................................186 Hart, Steve............................................154 Hartley, Patty.......................................216 Hartman, Ryan......................................251 Heavlin, Frank. . .....................................154 Heinz, James.. .........................................70 Heriford, Joel........................................138 Hermann, Mike......................................217 Herrington, Brent. . ................................228 Hester, Mark. . ........................................ 174 Hibbert, Ryan........................................148 Hilgart, Ron...........................................221 Himmelstein, Ben.. ..................................98
Hoechner, Bruce.. ..................................250 Hoffman, Sintra.. ...................................258 Holzmeister, Jeff..................................221 Hood, Richard. . ......................................100 Hooper, Dana.. .......................................136 Hoskin, Paul..........................................221 Hudson, Sandra. . .....................................42 Hudspeth, Donald...................................98 Hummel, Mike. . ......................................248 Hunt, Linda.. ............................................62 Hunter Wiest, Candace...........................42 Huston, Kellie.. ......................................222 Hutchens, David.. ..................................248 Hyams, Gabriel. . ......................................66 Itule, Willie............................................262 Izzo, Norma.............................................90 Jackson, Craig......................................156 Jackson, Keith......................................250 Jackson, Steven.. ..................................108 Jacofsky, David......................................77 Jahn, Gregory.. ........................................64 James, Veronique.................................178 Jannenga, Heidi....................................254 Jarson, Debbie......................................236 Johnson, Debbie...................................152 Johnson, Joel. . ........................................40 Johnson, Paul.........................................76 Jones, Dave.. .........................................222 Jones, Nora...........................................102 Kane, Heather.........................................76 Kaplan, Jennifer.. ..................................178 Kasten, Jim...........................................190 Kehaly, Pam............................................ 74 Kelley, Steve.........................................256 Kelton, Justin.......................................200 Kemper, John........................................210 Kendrick, Ken.. ......................................150 Kennedy, Michael.. ................................136 Kercsmar, Geoffrey.. ...............................98 Keyser, Jonathan.. ................................192 Khanuja, Parvinderjit.............................68 Kimmerle, David.. ................................. 144 King, Tim...............................................224 Kinsella, Gretchen................................200 Kitnick, David. . ......................................232 Koerber-Walker, Joan..............................66
INDEX OF LEADERS
Koester, Cherie.....................................222 Kohnke, Ryan........................................251 Komadina, Paul.....................................188 Kong, David...........................................154 Kong Romero, Adriana............................56 Kotoske, Thomas....................................70 Kramer, Jay...........................................132 Krumwiede, Craig..................................228 Krumwiede, David................................ 204 LaBaer, Joshua.......................................66 LaBlonde, Tom.......................................232 Laird, Travis..........................................180 Lamber, Marc........................................128 Lane, Beau............................................166 Lang, Adam...........................................136 Lang, Linda...........................................210 LaPorte, Todd .........................................62 Largay, John.........................................202 Laten, Kimberly....................................224 Lavidge, Bill..........................................166 Lawton, Michael......................................62 Leach, Travis. ........................................136 Leibsohn, Hope.....................................108 Lemke Jr., Robert..................................221 Leonard, Mike.......................................194 Libsock, Brad........................................216 Lieberman, Amy......................................90 Lieberman, Richard..............................134 Lihn, Caleb............................................102 Linam, Shawn........................................251 Lind, K. Michelle. ...................................238 Linhart, Gary........................................ 204 Little, Linda...........................................168 Loo, Leonardo.......................................122 Lord, Georgia........................................ 264 Lund, Lisa...............................................48 Lundberg, Rebecca...............................230 Lye, Andrew..........................................252 Lyon, Scott. ...........................................154 MacQueen, Patrick................................130 Magnacca, Joe........................................78 Mahoney, Dan.......................................134 Malin, Paul. ..............................................52 Mandelin, Teresa.....................................50 Maroulakos Goodwin, Nicole.. ...............122 Marshall, Edmund.................................146
30 ABL | Nominate at azBIGmedia.com
Martin-Denning, Terry. . .........................188 Mask, Clate.. ..........................................254 Mason, Bill. . ...........................................224 Maxwell, Scott.. .....................................192 McClure, Wes.. .......................................224 McDowell, Ian........................................242 McGoldrick, Paul.....................................90 McGuire, Pernell. . ....................................94 McKendry, Steve...................................226 McLane, Chuck......................................162 McNeil Staudenmaier, Heidi..................121 McNichols, Robert.. .............................. 204 McWhirter, Robert.................................114 Medici, Mike..........................................186 Mehren, Lawrence..................................84 Meshey, Jeff...........................................44 Meyer, Anne.. .........................................106 Meyer, Robert. . ........................................62 Miller, Eric.............................................254 Miller, Jack............................................154 Miranda, Pedro. . ....................................122 Moffatt, Phoebe....................................110 Mojahed, Rommie.. ................................194 Molenda, Gary.........................................50 Molina, Alfredo......................................146 Molinaro, Frank.......................................63 Moore, Steve.........................................152 Morales, Linda......................................242 Morris, Jason........................................118 Moshir, Sean. . ........................................176 Mueller, Brian........................................260 Mulhern, Bob.........................................190 Murphy, Don..........................................230 Murphy, James.. ....................................202 Muscheid, Kendis.. ................................126 Nathan, Nate.........................................226 Nealy, Mike.. ..........................................156 Nelson, Alan............................................77 Newlon, Keith. . ......................................240 Newman, Justin....................................202 Noel, Todd. . ............................................192 Norling, John. . .......................................122 North, Brian.. .........................................236 Northup, Douglas....................................98 Norwood, Robert...................................254 Novo, Guillermo. . ...................................250
Nussbaum, Randy...................................94 Nystrom, Dave......................................170 Oh, Christina...........................................63 Olesiewicz, Bridget.................................46 Oller, Shawn.. .........................................122 Olson, William.. ......................................228 Osbrink, Charles...................................194 Pack, Jason.. ...........................................46 Palmer, Sheryl.. .....................................230 Patterson, Bart.....................................240 Patterson, Jim .......................................40 Pearson, Don.. .........................................48 Pearson, Michael..................................128 Pederson, James..................................214 Peters, Kristy.. ......................................104 Peters, Scott.........................................212 Phanse, Sonia.......................................110 Pidgeon, Steven....................................134 Pilsky, Clarence......................................72 Pistillo, Jason.......................................176 Plattner, Richard. . .................................113 Plitt, Steven..........................................113 Pokorski, Jody......................................132 Pollack, Elliott.. .....................................238 Pollack, Michael....................................214 Porter, Nicolas........................................72 Porter, Scott. . ..........................................52 Pratte, Danna .........................................78 Preber, Bradley.....................................164 Price, Charles. . ........................................96 Price, Ginger.. ..........................................72 Puente, Dan. . .........................................224 Purves, Steve..........................................63 Quincy, Stephanie.................................106 Ralston, Dave.. ........................................40 Ramirez, Robert......................................44 Ramsey, Loan.........................................82 Rao, Steve.............................................186 Rayhons, JW.. ..........................................52 Renaud, Eric............................................56 Resnick, Mitchell..................................100 Reuter, Barbi.........................................242 Reynolds, Chuck...................................221 Rich, Judy...............................................84 Richins, Steve.........................................40 Riddell, Wendy......................................118
EXPERIENCES
P H O E N I X
COME SIT WITH
US
E N T E R T A I N C L I E N T S & R E W A R D
F O R
M O R E
E M P L O Y E E S !
I N F O R M A T I O N :
C O U R T N E Y TJ A D E N @ L I V E N AT I O N.C O M | 6 0 2 . 5 1 4 . 2 9 1 9
INDEX OF LEADERS
Riester, Mirja.........................................166 Righi, Richard. .......................................100 Robbins, †Robert..................................260 Roberts, Scott. ........................................48 Roberts Shank, Roberta Sissie.............262 Robertson, Anne...................................178 Robertson, Laura....................................63 Rogers, Bill..............................................48 Rogers, Randy.......................................242 Romero Jr., Rosie..................................238 Rosati, Kristen......................................112 Rosenberg, Jon.....................................192 Rowley, Marcia. .................................... 264 Rufrano, Glenn......................................212 Ryan, James..........................................110 Sabow, Kim............................................152 Sacco, Rachel........................................152 Salcido Esparza, Silvana......................148 Sanghi, Steve........................................256 Sarver, Robert.......................................150 Scali, Terrence...................................... 174 Schimmels, Josh...................................168 Schippel, Bahar.....................................138 Schlund, Scot........................................208 Schmidtke, Lisa....................................178 Schmittlein, Marc.................................. 174 Schwartz, Jay........................................82 Schwartz, Michelle................................240 Schwartz, Terry. ....................................164 Schwarz, Steven...................................212 Schwister, Rob........................................42 Seale, Mark............................................196 Sellers, David........................................206 Sender, Darin. ........................................118 Shabaker, Elizabeth................................52 Shaffer, Alex............................................50 Shaw, Amanda.......................................210 Sheets, Steven........................................64 Shepard, Kim...........................................76 Sheridan Reguerin, Sandra...................114 Shoen, Edward......................................256 Shufeldt, John.........................................76 Shwer, Bradley......................................128 Siegel, Matt...........................................242 Simon, Joshua.......................................206 Singh, Devinder.......................................68 Siwek, Steven..........................................80
32 ABL | Nominate at azBIGmedia.com
Skabelund, W. John...............................110 Skelton, J. Russell................................106 Skinner, David.......................................208 Slack, Dustin.........................................234 Slack, K. Thomas. . .................................128 Slager, Donald.......................................256 Slepian, Marvin.......................................84 Smith, Chaz...........................................226 Smith, Chris.. .........................................170 Smith, Oliver. . ........................................146 Smith, Rick............................................250 Snell, Joe.. .............................................258 Sorensen, Wendi...................................128 Southwick, Bill........................................64 Spencer, Jeremy.....................................76 Spillman, Scott.. ......................................42 Spillum, Andrew....................................164 Spiro, Ari.. ..............................................190 Spyrow, Florence....................................63 St. John, Andi........................................216 Stevens, Al............................................178 Stewart, Carol.......................................258 Strickbine, Steve.. .................................168 Strittmatter, John.................................206 Strong, Will. . ..........................................196 Stump, Adam...........................................50 Suiter, Craig. . ..........................................82 Swann, Michelle....................................106 Swanson, Jim........................................206 Swick, Robert..........................................56 Swingle, Kristen. . ....................................84 Symancyk, J.K......................................256 Taddie, Stephen.. .....................................54 Tappen, Darren. . ....................................190 Tarver, Mike. . .........................................234 Taylor, Emily. . ........................................102 Thomas, Diane.. .....................................170 Thompson, Neal......................................54 Tierney, David.........................................90 Tilton, Daniel.........................................234 Timm, Alisa. . ..........................................216 Tomasik, Paul .......................................164 TouchĂˆ , Charles. . .................................. 174 Trent, Jeffrey.........................................77 Trussell, Steve.. .....................................252 Turk, Andrew.........................................112 Tutera, CarolAnn ....................................78
Urias, Lisa............................................ 264 Usher, Richard. . ..................................... 174 van der Feltz, Lennard............................54 Van Dyke, Susan.. ....................................70 Van Houten, Jameson.............................54 Van Winkle Jr., Kenneth........................132 Vandehei, Karen. . ..................................180 Vasko, Edward. . .....................................176 Verdier, Debora.....................................106 Verma, Kuldip........................................226 Vinck, Jaime. . ..........................................64 Vitale, Gabrielle.. .....................................46 Vogel, Greg............................................226 Volk, Christopher..................................212 Walker, Jimmy. . .....................................156 Walters, Sean........................................228 Ward, Bruce. . .........................................234 Wareing, Michael.. .................................234 Watts, Patricia......................................206 Weed, Ryan...........................................208 Weiser, Paul.. .........................................132 Weiss, Josh...........................................252 Weiss, Scott..........................................124 Westad, Ronald.......................................44 White, Nancy.........................................124 Whitworth, Steve..................................202 Widdows, Matt......................................236 Wilde, Trevor...........................................54 Wilenchik, Dennis.................................132 Wilk, Lawrence.. ......................................94 Wilk, Nichole.........................................110 Williams, Elijah.. ....................................208 Williams, Pat.........................................190 Wimmer, Chuck.. ....................................170 Winterscheidt, Rebecca.......................114 Wisnom, Craig.......................................102 Wood, Darrel.. ........................................208 Woods, Tim............................................156 Worischeck, Mark.. ................................113 Xanthos, Melinda..................................164 Yoder, Lamont.........................................68 Young, Mark.. ...........................................38 Yu, Cathleen..........................................124 Zell, Alan.. ..............................................216 Zion, Aric...............................................166 Zitzer, Kurt............................................113 Zmyslinski, Simon. . .................................82
banking & finance // INDUSTRY OUTLOOK
SHAPING THE FUTURE Banking experts say we can look forward to a strong finish in 2019 and good growth prospects in 2020 By MICHAEL GOSSIE
L
ast year, WaFd Bank President and CEO Brent Beardall launched Vision 2025. On the macro level, he sees the vision of WaFd Bank becoming a digital-first bank that leverages data to anticipate financial needs and empower its clients by creating frictionless experiences across all interactions and devices. “As part of this vision, Washington Federal became WaFd Bank in the third quarter of 2019,” says Mike Brown, WaFd Bank Arizona regional president. “The new WaFd Bank logo is a fresh, digital evolution of the strong brand the bank has developed over the past 100-plus years. The purpose, which was gleaned from more than a year of research from a variety of focus groups in its eight-state footprint, is to first and foremost clearly communicate WaFd is a bank. It is meant to amplify its digital-first approach, along with the service that supports financial progress every day, all the while maintaining its solid reputation as a wellcapitalized bank that does business with a personal approach. Customers will start to see changes in the digital arena and on the website very soon, including new email signatures, signage and other advertising materials throughout 2020.”
34 ABL | Nominate at azBIGmedia.com
Beyond the name evolution, WaFd Bank is innovating every day. For example, in recent months WaFd has launched both a new Treasury Management Platform — called WAFD Treasury Prime — and Select Banking. In Arizona — where the bank is now WaFd Arizona — the launch of these programs has been essential to the bank’s continued growth and drive toward its vision. An enhanced service to commercial customers, WaFd Treasury Prime is a new online banking platform. It includes a userfriendly dashboard summarizing the client’s account relationship. Prime also includes additional features and tools to enhance the online banking experience, such as real-time integration with all accounts; secure messaging; secure file transmission portal; automated report delivery; and the ability to approve and release ACH and wire payments from a mobile device. Additional security features are available through WaFd Treasury Prime Plus.
Select Banking is designed for highnet-worth clients. Through it, WaFd offers dedicated, concierge-level service through Select Banking relationship managers, who will be here in Arizona on the ground and available for these clients’ needs. “Even beyond these offerings, WaFd Arizona — where we currently have 31 branches and $1.3 billion in deposits — is looking into ways it can bring our vision into focus,” says Brown. “We’ve launched a Southern Arizona Business Banking Initiative, which includes an expanded team of professionals and banking veterans. In the Valley, we’ve invested in two new leaders — Todd Gerber and Scott Stemm — to help take our commercial and statewide business banking platforms to a new level. And finally, we’ve doubled down on our investment to help strengthen
MIKE BROWN: “The Arizona economy did well in 2019 and has the potential to do so into 2020,” says WaFd Bank Arizona’s regional president. “Right now, Arizona is among the most fertile grounds in which to launch and grow a business. In addition, a recent survey by WalletHub found Phoenix, Peoria, Gilbert, Tempe, Chandler and Mesa in the top 100 cities for job seekers, with Tucson coming in at 105. And congratulations to the City of Scottsdale, which topped the overall list at number one. We are also in the top 20 when it comes to innovation.” (Photo by Mike Mertes, AZ Big Media)
our local communities with more than $100,000 in recent donations to nonprofits in our communities, with more to come.” So what’s ahead in banking heading into 2020? Members of WaFd’s executive team share their insights on the banking and business landscapes in Arizona for 2020. As with WaFd Bank, experts say the state of Arizona is in an exciting position moving into the next decade and beyond. BUSINESS BANKING IN ARIZONA “We will be heading into an election year so anything can happen,” says Todd Gerber, WaFd Bank Arizona commercial manager. “Headwinds include continued tight labor market with unemployment in Arizona at 4.9 percent; increase in minimum wage to $12 in January 2020; and trade war and increased tariffs
Nominate at azBIGmedia.com | ABL 35
banking & finance // INDUSTRY OUTLOOK
CONSTRUCTION FINANCING “Construction lending is different from state to state,” says Lisa Davey, WaFd Bank Arizona vice president and Northeast Arizona retail division manager. “Historically, Seattle has been our hot market, but we are catching up. However, Arizona’s construction industry is dealing with a labor crisis. We don’t have enough painters, electricians, framers, plumbers, masons, etc., which has increased labor costs. The shortage has led contractors to offer cash incentives to draw workers away RESIDENTIAL REAL ESTATE AND MORTGAGE LENDING from the competition. COMMERCIAL REAL ESTATE FINANCING IN ARIZONA “Interest rates should remain fairly “Increased competition in construction The economic outlook continues to flat with a possible slight reduction over finance is a benefit to consumers,” Davey appear favorable even though we’ve the next year,” says Paris Davis, WaFd says. “WaFd Bank Arizona is all about experienced an upcycle for 10 consecutive Bank Arizona senior vice president and years, according to Scott Stemm, WaFd Northwest Arizona retail division manager. taking on the risk for the customer by not requiring a second closing, re-qualification, Bank Arizona commercial real estate “Cash buyers make up about 20 percent or new appraisal at the end of construction. department manager. of home sales, a majority of buyers are Construction loans have always been a niche “My outlook for the apartment sector reliant on mortgage financing. Higher of WaFd Bank. We understand construction heading into 2020 remains positive as new interest rates can affect the borrower’s lending and do it well. I consider us the product has been added to the market ability to qualify for a higher mortgage. “Inventory remains low,” she says. “A more Cadillac of construction lenders. Building a over the past few years and construction dream home takes patience. Remember, it’s balanced market should provide a four-toof additional units is planned for the next a marathon, not a sprint. six month inventory supply. As the average couple of years,” Stemm says. “Even with “I feel confident in the position that we’re sales price continues to trend upward with the additional units, rent increases have three to five percent increase from last year’s holding, especially our interest rates,” she been sustainable. A rising population and concludes. “We are growing our balance strong employment should more than offset home values, it remains a favorable seller’s sheet and growing our loan portfolio. We’re market due to the lack of inventory; the the increase in units and upward pressure well capitalized, so if there is some sort upcoming year should remain steady. on rents. Rental home communities are a of shift, we’ll remain profitable, continue “Building permits for new construction product that has become more popular with renters and construction of these units continue to rise,” Davis says. “With the lack to make good loans, and mitigate our of current inventory, mid to high production risks. We want customers to know their has increased over the past two years. investments are protected.” builders are working to fill the need to “My outlook for the industrial and office provide more options to home buyers sectors heading into 2020 is positive,” CONCLUSION across the region. Stemm adds. “I am somewhat neutral “By all accounts, the forecast for “Home buyers need to be prepared on the retail sector, as pressures from continued national growth provides in this competitive market,” Davis adds. companies like Amazon continue to have continued expansion in Arizona,” Brown “Buyers will benefit by meeting with a a negative impact on retailers. Population says. “The state is forecasting to add lender early in the process, preferably growth and job creation will positively jobs, residents, and income gains due to before they are too far into shopping for impact all sectors. I continue to be the anticipated growth and gains that are a home. Having a candid discussion with optimistic on industrial space and believe driving the overall economy. Those gains are a lender about your financial position will office space should continue to improve at expected to significantly outpace national help you understand what you can qualify modest levels. for. This makes entering into a contract less growth. Overall, the state is in a solid position “My outlook for the housing sector as we look forward to a strong finish in 2019 heading into 2020 remains positive,” Stemm stressful and gives you more confidence. and good growth prospects in 2020.” The Phoenix market remains strong.” adds. “Population and job growth have with China causing additional uncertainty among business owners. “Conversely, tailwinds — or positive — factors include long-term interest rates remaining low (since August 2019, the 10-year treasury has been below 2 percent); advances in technology continue to drive efficiencies for the business community; inflation remains relatively low; and domestic net migration to Arizona continues to be a positive factor due to lower cost of living,” Gerber says.
36 ABL | Nominate at azBIGmedia.com
been good and should remain that way. The housing supply also remains low, which should provide long term benefits. The Phoenix Metro market also continues to remain affordable when compared to other western states.” “Overall, I believe growth will be moderate and at sustainable levels in all sectors,” Stemm concludes. “The economic outlook is good and the population growth continues to be strong.”
Arizona business leaders…
meet WaFd Bank’s Arizona leaders.
The banking team that makes a difference. Washington Federal Bank is sporting a new look, but with the same team dedicated to making your business a success! See why Money Magazine awarded WaFd “Best Bank” in Arizona. Proven results for our clients and communities. Let us earn your business.
Mike Brown
Lisa Davey
Paris Davis
Kim Dees
480-607-4833
NMLSR#1177139
NMLSR#1254447
NMLSR#528927
lisa.davey@wafd.com
paris.davis@wafd.com
Northeast Arizona Division Manager
Northwest Arizona Division Manager
mike.brown@wafd.com
480-443-7808
480-443-7810
Todd Gerber
Scott Stemm
Arizona Regional President
Manager Commercial Division
480-607-4852
todd.gerber@wafd.com
Southern Arizona Division Manager
520-748-7067
kim.dees@wafd.com
Division Manager Arizona Commercial Real Estate Department
480-443-7822
scott.stemm@wafd.com
Commercial Banking | Commercial Real Estate | Commercial Construction | Business Banking | Personal Banking | Mortgage Lending
NMLSR 410394
banking & finance // BANKING
A MEGAN ACKAERT Region manager, Middle Market Banking // JP Morgan & Chase Co. // chase.com Ackaert is the region manager of the Middle Market Banking group within JPMorgan Chase Commercial Bank serving Arizona, Southern Nevada and Southern Utah. She has worked at Chase for eight years and has more than 15 years of banking experience. Ackaert and her team work with public and privately held companies to provide banking and financial solutions throughout their entire lifecycle, both domestically and internationally. Professional advice: “Take your time and learn the business. I’ve held six different roles within commercial banking during my career, and each job teaches you something new and challenges you in different ways. The various roles provided insights into my employees’ jobs and allowed me to help clients achieve their objectives.”
A B
B JENNIFER ANDERSON Market executive, Wells Fargo commercial banking // Wells Fargo // wellsfargo.com
C
Anderson leads Wells Fargo’s teams focused on serving the financial needs of business banking and middle market banking customers in Metro Phoenix and Northern Arizona. Before her current role, Anderson was the Mountain regional division manager for Wells Fargo’s business banking group, leading teams in Arizona, Colorado, Idaho, Montana, Utah and Wyoming. She is a 22-year Wells Fargo veteran, with prior positions as Desert Mountain regional manager, East Valley and Southern Arizona area manager, Scottsdale business banking manager, and business relationship manager. Source of pride: “Working my way up to lead Wells Fargo’s commercial banking group in Arizona. I began my career with Wells Fargo in 1997 as a credit analyst, so it was a proud accomplishment for me.”
C MIKE BROWN Arizona regional president // WaFd // washingtonfederal.com Brown leads WaFd in Arizona, which has 31 branches statewide. He also heads WaFd’s Equipment Finance Division and in 2018 founded a Franchise Finance Division. Both are run from the Arizona regional headquarters. Over the past five years, Brown has pushed a massive business banking initiative forward to help Arizona recover after the recession. It resulted in the funding of projects to expand a local airport, build safe housing, add dorms and other needed buildings for a university and more. Personal strengths: “For me, there are two qualities, both learned from my father. First, ‘the harder you work, the luckier you get,’ which has been the case my entire career. Second, he taught me ‘listen, listen and listen some more before you open your mouth,’ something important to note at work, home.”
E
D DON GARNER CEO // Alliance Bank of Arizona // alliancebankofarizona.com Garner is a founding member of Alliance Bank of Arizona’s original management team. Garner has nearly 30 years of experience in commercial and real estate lending in Arizona. Personal strengths: “Being humble and recognizing that what we have today is a gift and it could be gone tomorrow are qualities I take great pride in, both personally and professionally.” Industry outlook: “Based on research Alliance Bank of Arizona shared during our 2019 Economic Forum, we’re seeing strong growth heading into 2020. Positive employment figures and continued growth in Arizona’s key industries, including both commercial and residential real estate, healthcare and tourism, are also leaving our clients optimistic about 2020, which is exciting to hear as their business-banking resource.”
E MARK YOUNG President and CEO // National Bank of Arizona // nbarizona.com
D
38 ABL | Nominate at azBIGmedia.com
Young was appointed to his current role in June 2015. He is also an executive vice president of Zions Bancorporation and serves on the Bancorporation executive management committee. Young has been part of the Zions Bancorporation team for 19 years and prior to joining NB|AZ, Young was an executive vice president and executive director of real estate banking at California Bank & Trust and Bank One. He earned his MBA from Arizona State University. Professional advice: “It’s important to have a strong understanding of financial disciplines and be both a creative and strategic thinker. Advocate for your community and develop three to five key personal and professional relationships.”
Your business doesn’t stop working at night. At Alliance Bank of Arizona, we don’t clock out until you do. We do what it takes to give our clients peace of mind, and that includes making ourselves available when it’s convenient for you.
Bank on Accountability alliancebankofarizona.com
Top 10 – Forbes Best Banks
Alliance Bank of Arizona, a division of Western Alliance Bank, Member FDIC. Western Alliance ranks top ten on Forbes’ Best Banks in America list, four years in a row.
banking & finance // BANKING
A RYAN EDWARDS Managing director of technology banking // Silicon Valley Bank // svb.com Edwards has spent 15 years in banking, the majority of the time supporting the scale of technology companies. His dedication to the Arizona technology ecosystem has been exhibited in his targeted events bringing Venture Capital into Arizona and working with the governor to open the conversation with venture firms on investment outside of their core geographies. He is also chairman of Invest Southwest, Venture Madness. Personal strengths: “I want to help entrepreneurs grow their business. As a result, I often am focused more on how I can drive the success of the CEOs and CFOs I work with than my own goals.” Professional advice: “Spend the time learning with someone you trust and an organization that has similar values to your own. You don’t have to do it on your own.”
A
B JOEL JOHNSON Market president // FirstBank // efirstbank.com B
Johnson is the East Valley market president for FirstBank, one of the nation’s largest privately held banks with a focus on “banking for good.” Johnson held several leadership roles within the organization before being appointed market president in 2007, tasked with spearheading the bank’s expansion into Arizona. As a result, he’s been instrumental in growing FirstBank from a single location to 15 branches, 118 employees and more than $900 million in assets today. Personal strengths: “I worked the same early morning paper route from nine to 18-years-old. Doing that job for almost a decade — on top of school activities and homework — taught me more about hard work and discipline than I could have ever imagined. That played a huge role in my success in today.”
C JIM PATTERSON CEO // UMB Bank Arizona // umb.com As CEO of UMB Bank Arizona, Patterson is responsible for all commercial banking, private wealth management and retail operations for UMB Bank’s Arizona region. Patterson also served as chairman emeritus of the board of trustees for the Phoenix Art Museum. He has a bachelor’s degree in economics and business administration from Chapman University in Orange, Calif. Personal strengths: “Relationship building: You have to get to know anyone and everyone in your industry to be successful. Curiosity: You have to enjoy learning something new even if that means you have to take a risk to learn it.” Professional advice: “Be concise and articulate clearly in your conversations and writing. Be a good listener and enjoy building relationships with people.”
D DAVE RALSTON CEO // BOK Financial // bokfinancial.com
C
With more than 30 years of experience in the banking industry, Ralston currently is the CEO of BOK Financial and has responsibility for market leadership in Arizona. He recently served as the chairman of the board of the Arizona Banker’s Association. Personal qualities: “I try to treat everyone with respect, regardless of their position in the company, every person offers their unique perspective and I enjoy talking with them and hearing their ideas.” Professional advice: “Stay disciplined in your approach to credit metrics and credit standards. Straying from those will only lead to regret.” Prized possession: “My most prized possession is my father’s wedding ring which I wear every day. My father passed away in 2007 and the ring is a constant reminder of what he meant to me and how much I miss him.”
E STEVE RICHINS Arizona market president // Comerica Bank // comerica.com D
E
40 ABL | Nominate at azBIGmedia.com
Richins oversees business and community development efforts across all lines of business in Arizona for Comerica. In addition to this role, Richins also serves as senior vice president and group manager of Commercial Banking. Personal strengths: “I have been fortunate to be guided by several amazing mentors, I learned early on that these individuals had been where I was and that if I took the time to ask questions and apply what they shared with me, I could be successful.” Professional advice: “The banking industry has so many components, my advice would be to find the area that interests you the most and then learn everything you can about that particular area. Become and expert in those things that intrigue you.”
Build growth.
UMB.com/GrowSmart
Real growth takes time. And managing your financial needs in today’s complex economic conditions can be more challenging than ever. You need real advice you can trust, and our record shows stable, consistent growth for more than a century through thick and thin. We thrive on helping you think big picture when it comes to building your business. Business Loans • Commercial Card • Treasury Management Member FDIC
banking & finance // BANKING
A JEFF FRIESEN President, Arizona Region // Enterprise Bank & Trust // enterprisebank.com Friesen is responsible for overseeing the fulfillment of current clients’ business and personal banking needs. He leads the Commercial & Industrial and Commercial Real Estate lending groups, as well as, all Tax Credit Finance, including New Market Tax Credit and Historical Tax Credits. Personal strengths: “I am a planner. I learned if I did not plan and put a strategy in writing, then the big picture would become overwhelming. Writing down what my goals are, when I will complete them, detailing my plan to execute and always referring back to the plan, has allowed me to be much more productive.” Professional advice: “Don’t take shortcuts. Make sure you get into a management training and/or credit training program. This will help to accelerate your career by providing a great foundation.”
A
B SANDRA HUDSON President // TrustBank Arizona // trustbank.net Hudson is president of TrustBank Arizona and CEO of wealth management for TrustBank. Prior to TrustBank, she was East Valley president for Northern Trust for seven years. Personal strengths: “Confidence in my vision. I do not know the words ‘can’t’ or ‘no.’ I was able to take my vision of a boutique group of professional wealth advisors who work in a holistic fashion with customized solutions and no minimums to TrustBank, a 106-year-old bank, just over six years ago. We were named to Chambers 2016 Top High Net Wealth Advisors in Arizona.” Surprising fact: “I would rather be baiting a fish hook instead of balancing the books. I’m a lowmaintenance mountain girl who enjoys horseback riding, fishing, hiking, camping and fresh air.”
C CANDACE HUNTER WIEST President and CEO // West Valley National Bank // wvnb.net
B
D
E
Wiest is the founding president and CEO of West Valley National Bank and a former Director of the San Francisco Federal Reserve Bank. Locally owned, the bank serves small business, professionals, physicians and dentists with branches in Las Vegas, Goodyear, Phoenix and Gila Bend. The Bank has a SBA group in California serving Riverside, San Diego and Orange counties. Wiest is active in the community serving on the boards of Delta Dental and Cancer Treatment Centers of America Phoenix Personal strengths: “For me failure has never been an option. I didn’t have the education most of my colleagues had, so to compensate I just worked harder. And I always cared more about doing the right thing than being popular.”
D ROB SCHWISTER President, Phoenix Metro market // Alerus // alerus.com Schwister joined Alerus in 2010 with more than 15 years of business and banking experience. His career includes past positions as vice president and senior vice president of commercial lending at financial institutions. Schwister received a bachelor’s degree in psychology from ASU, MBA from the Rochester Institute of Technology, and a professional master of banking degree from Louisiana State University. Personal strengths: “My ability to persevere has served me well throughout my career. The banking industry is changing rapidly, so I have had to adjust my strategy and lead my organization through change. I have also been able to accept my failures, learn from them, and move on.” Professional advice: “Young professionals in the banking industry should read ferociously, speak boldly, and take risks.”
D SCOTT SPILLMAN Arizona bank president // BNC National Bank // bncbank.com Spillman specializes in SBA lending, commercial loans and small business banking. Spillman has helped BNC earn Preferred Lender Provider (PLP) status from the U.S. Small Business Administration (SBA). The PLP designation represents the SBA’s highest level of accreditation, which enables BNC to fast track and simplify the SBA loan application process. Approval, closing and servicing are expedited due to the SBA’s delegation of authority to BNC, which can directly underwrite and approve loans instead of waiting for SBA endorsement. Source of pride: “Our organization has extensive experience and a proven history with the SBA in processing loans for qualifying small businesses. Our commitment to the SBA program is evident in both our success record and comprehensive training of employees.” 42 ABL | Nominate at azBIGmedia.com
C
Dr. Rich Higgs, DDS
Aquila Dental , Chandler, Arizona Customer since 2013
Helping Local Businesses Control Their Own Destiny Since 2006
One of a few locally owned and operated community banks. Founded by local business leaders, the Bank fills a much needed niche. We want to help local businesses control their own destiny by providing exceptional financial services delivered by local residents. Call us at 623.535.2462 or visit us at WVNB.net to see how we can help your business! • Capital Improvement Loans • Commercial Real Estate Loans • SBA 504 Commercial Real Estate Loans • Operating Loans/Lines of Credit • SBA 7(A) Loans
Branch Locations
2440 N. Litchfield Rd., Suite 100 Goodyear, Arizona 85395 Hours: 9 a.m. to 5 p.m. Monday-Friday
2111 E. Highland Ave., Suite B-150 Phoenix Arizona, 85016 Hours: 9 a.m. to 5 p.m. Monday-Friday
402 W. Pima St. Gila Bend, Arizona 85337 Hours: 9 a.m. to 5 p.m. Monday-Friday
banking & finance // CREDIT UNIONS
A ALAN ALTHOUSE President and CEO // TruWest Credit Union // truwest.org Althouse has been the president and CEO of TruWest Credit Union for three years. He holds an MBA from Arizona State University and an undergraduate degree in accounting from San Diego State University. Professional advice: “You must be passionate about making a difference in the financial lives of consumers – that is ultimately what employers are looking for. This can mean excellence in customer service, developing a killer financial app or creating a superior service culture within a work group you lead.” Industry outlook: “The entire financial services industry is in the midst of a period of dramatic disruption, changing the way the financial industry does business for the better. Consumers are going to find obtaining financial products much faster, easier and at a lower cost.”
A
B KIM REEDY President and CEO // OneAZ Credit Union // oneazcu.com
B
Reedy has more than 30 years of financial industry experience and became the fourth president and CEO of OneAZ Credit Union in 2019. Since joining the team, previously as executive vice president and CFO in 2012, he has earned a reputation for enhancing operational efficiency and advancing OneAZ’s vision of being a strong leader in the community, state and the credit union movement. Professional advice: “Experience has taught me the importance of consistently coming in everyday to do the right thing with the right attitude. I’ve found that people that have objectivity, optimism, and a love for life will inspire others and also lift their personal own performance far above whatever they thought was possible.”
C JEFF MESHEY President and CEO // Desert Financial Credit Union // desertfinancial.com Meshey leads Desert Financial Credit Union – a $4.5 billion, full-service Arizona-based financial institution founded in 1939, with 46 branches throughout Maricopa, Pinal and Gila counties. During his 25 years with Desert Financial, total assets have grown more than tenfold, the credit union has converted to a community charter and the branch network has expanded significantly. Meshey also led the organization through a significant rebrand and helped it win the Better Business Bureau’s Torch Award for Ethics. Professional advice: “Take advantage of every opportunity to learn and be exposed to as many different jobs as you can. The more versatile and well-rounded you are the more valuable you will become to the organization and the better prepared you will be for the next opportunity.”
D ROBERT D. RAMIREZ President and CEO // Vantage West Credit Union // vantagewest.org Ramirez is well respected for his leadership of Vantage West, as well as his tireless efforts to build thriving communities. Ramirez served as a past chairman of the Tucson Metropolitan Chamber of Commerce Board of Directors, he is a member of Sun Corridor Inc. Chairman’s Circle, and more. Ramirez was named Greater Tucson Leadership Man of the Year in 2017. Personal strengths: “The key virtues that have guided my career path are honesty, patience and persistence. I am always honest with myself and with my team members. I also try to listen more than I talk. Finally, the practice of networking, volunteering, and giving back to my community in as many ways possible are also very important.” Professional advice: “Be extremely curious and be willing to try new things without the fear of failure.”
C
E RONALD WESTAD President and CEO // Arizona Federal Credit Union // arizonafederal.org Since 1996, Westad has been the president and CEO of Arizona Federal Credit Union. He began with the credit union in 1987. He also serves on the board of directors of the Maricopa County Industrial Development Authority, Merchants Information Solutions, Inc., and 100 Club of Arizona. Personal strengths: “Personal empowerment and accountability. I took initiative and considered what I needed to do and how I could help even in the absence of formal authority. I always have the moral authority necessary to make positive contributions to those I serve.” Industry outlook: “Maricopa County will continue to lead the nation in terms of population, job, and economic growth in the near-term and this bodes well for the financial services industry. As a notfor-profit financial cooperative, Arizona Federal Credit Union will continue to effectively serve our members and local communities.”
44 ABL | Nominate at azBIGmedia.com
D
E
BUSINESS BANKING ON YOUR TERMS Your business is unique, so why isn’t your banking? At Desert Financial, we offer financial solutions tailored for your company’s individual needs. Business credit cards Payroll processing Business checking and savings Merchant services
With over 200 years of collective experience, our dedicated business team has the know-how to help you take charge of your business operations, prepare for the future and get the funding your company needs to move forward. • • • •
Business loans and lines of credit Insurance and investment services Commercial real estate loans Treasury management
DesertFinancial.com/Business Federally insured by NCUA |
Equal Housing Lender
banking & finance // FINANCIAL SERVICES
A STEVE BAYANS Vice president // Discover Financial Services // discover.com Bayans began his career with Discover as a part-time employee in 1987. Over the years, he has had the opportunity to gain experience in every function associated with Discover’s credit card business and has the unique distinction of leading teams in all of Discover’s U.S.-based call centers. Bayans is responsible for leading and engaging the award-winning customer service efforts of Discover’s employees in Phoenix and Columbus, Ohio. He also is actively involved in regional activities associated with Discover’s diversity and inclusion program. Personal strengths: “Learning how to communicate effectively with a broad spectrum of people at an early age and a strong desire to continuously learn and grow have consistently paid dividends throughout my career.”
A C
B BERNIE CLARK Executive vice president and head of Advisor Services Charles Schwab // schwab.com
D
Clark is a member of Charles Schwab’s Executive Council and leads Advisor Services, which serves independent Registered Investment Advisors (RIAs) across the United States. Clark oversees custody, practice management and consulting services to more than 7,500 independent investment advisory firms with $1.6 trillion under management. An industry leader, Clark has been named by Investment Advisor magazine as one of the 25 most influential people in the industry. Professional advice: “I would advise someone entering the financial services industry to select an employer that aligns with their personal values and to say yes to opportunities as they come your way, even when they may be outside of your initial plan for your career.”
C BRIDGET OLESIEWICZ Principal // Vanguard // vanguard.com Olesiewicz is a principal with Vanguard and is the head of the Retail Business Development Group. She is also a member of Vanguard’s senior executive team, providing oversight of Vanguard’s operations based in Scottsdale. Olesiewicz has been with Vanguard for more than 25 years and prior roles include managing Vanguard’s retail client-service teams; directing the design of Vanguard’s retail investor website; and serving as both Vanguard’s chief learning officer and chief talent officer. Personal strengths: “I’m a believer that you make your job what you want it to be — don’t limit yourself by a specific set of responsibilities or wait to be assigned new roles. Taking the initiative to deliver beyond your role brings new opportunities to learn and grow.”
E
B
D JASON PACK Senior vice president of operations Freedom Financial Network // freedomfinancialnetwork.com Pack has a strong track record of delivering world-class customer service in highly competitive environments. He currently is responsible for customer service, payment operations, settlement negotiations and underwriting. His background includes vice president and director roles in Global Call Center Operations with ServiceMaster, Dollar Financial and Discover Card. Personal strengths: “Humility, confidence, strategic, communicaton and resilience. I’ve found that having a humble approach with a willingness to listen, to consider the opinions of others, to make data-based decisions is the approach that’s made me most successful. These qualities have kept me customer focused and an employee first leader.”
E GABRIELLE VITALE Executive vice president and chief compliance and ethics officer American Express // americanexpress.com Vitale is responsible for protecting the company, its brand and its employees through guidance and expectations on regulatory and ethics-related matters. Her Amex career began in 1984 and she has held critical roles in finance, information security and risk management. Personal strengths: “Authentic leadership. My colleagues would say I am genuine, curious and engaged. Being intentional and proactive drives clarity and progress. It’s important to learn from peers in your industry and cross industry. I believe in self-renewal and taking on new projects/roles to continue to grow.” Professional advice: “My advice is to be ready, curious, technically savvy and understand how commerce connects us, because it’s exciting to be part of the ecosystem.” 46 ABL | Nominate at azBIGmedia.com
banking & finance // WEALTH MANAGEMENT
A KEITH BAUM Managing director, foundations and endowments // Abbot Downing // abbotdowning.com Baum and his team of professionals deliver to clients an institutional-quality investment platform along with best-in-class philanthropic and administrative services. Has more than 30 years of experience in the investment industry, having worked previously for Goldman Sachs in Asia for 12 years. Personal strengths: “Curiosity and a passion for investing. A global mindset for following opportunities in international markets. Discipline and resilience in the face of volatility. Empathy for our clients and the challenges they face.” Professional advice: “Become a student of the markets. Extend your focus beyond the horizon to international investments as well. Be a patient, long-term investor and don’t succumb to the latest fad.”
A
B THERESA CHACOPULOS Senior vice president and private wealth advisor Morgan Stanley Private Wealth Management // morganstanley.com
C
Chacopulos works exclusively with ultra-high net worth families and individuals, helping them create customized wealth management strategies that address every aspect of their financial lives. A 32-year financial services veteran, she has earned Certified Financial Planner and Certified Investment Management Analyst designations. Personal strengths: “Listen and put the needs of your clients first and never stop educating yourself.” Professional advice: “I would encourage someone entering into the industry to obtain their (Certified Financial Planner) designation. That gives them the training they need to address a broad spectrum of their client needs.”
C THOMAS CONNELLY President and chief investment officer Versant Capital Management // versantcm.com Connelly entered the investment advisory business more than 30 years ago and founded Versant Capital Management, an independent, fee-only RIA proving wealth management and investment strategies for high-income individuals and multi-generational families. A Minnesota native, Connelly’s background is not only financial. He was a geologist early in his career. Industry outlook: “There is too much capacity in financial services. As new technologies are applied and consumers become more cost-conscious, value propositions need to be executed. Firms that apply resources to solve client problems will survive. The government changes laws and regulations impacting tax, investments and benefits, making advice ever more important for advisors willing to keep up.”
D ARTHUR DOGLIONE President // Alpha Fiduciary // alphafiduciary.com
B
Doglione is an industry veteran with more than 20 years’ experience working with high-net-worth clients. Before establishing Alpha Fiduciary, Doglione was a senior vice president with Merrill Lynch where, prior to leaving in 2006 he built his practice to be the largest of Merrill Lynch’s Arizona territory. Personal strengths: “The quality that helped me most is a dedication to serving clients as though they were a family member. Always being fair and doing the right thing from the other person’s perspective without having been asked to is how Alpha Fiduciary conducts itself.” Professional advice: “This is a get rich slowly industry. Be sure to enter with the right mindset. You will win in the very long run by properly serving clients, building a stable business and positive reputation along the way.”
E MARK FELDMAN CEO and managing partner // MRA Associates // mraassociates.com Recognized multiple years as a Barron’s top independent financial advisor and Phoenix Five Star Wealth Manager, Feldman possesses extensive credentials in the wealth management industry with more than 30 years of experience. His roles have included supervising a wide range of client relationships, including multi-generational family groups, high net worth individuals, corporate executives and institutions (both large and small). Industry outlook: “The people in our industry continue to fight for talented employees and building closer, more meaningful, relationships with our clients. In a rapidly upward trending stock market, we need to be smart and prudent with these two key stakeholders.”
D
E
Nominate at azBIGmedia.com | ABL 47
banking & finance // MORTGAGE LENDERS A G. VERNON BABILON CEO // Tucson Old Pueblo Credit Union // topcu.org The year 2019 marks 30 years that Babilon has been a top credit union executive — serving as CEO for most of those years. Professional advice: “Credit Unions provide an excellent opportunity for professional growth for employees that show the initiative to learn and cross-train. Make your interest known in advance. Take the time to learn something new on your own, off the clock. Network by seeking volunteer opportunities with credit union organizations.” Industry outlook: “I see the future outlook for credit unions to be very positive. As the large banks continue to get larger and neglect the small consumer, credit unions that provide innovative products and services for both consumers and small businesses can create excellent opportunities to better serve their communities.”
B LISA LUND President // Lund Mortgage Team // lundmortgageteam.com With more than 20 years experience in the broker world, Lund has held nearly every position from junior processor to president of her own company, Lund Mortgage Team. Located in Glendale, Lund and her team close more than 50 loans a month with a loan volume of $13 million per month on average. Professional advice: “Don’t worry about failing. Just always do your best and don’t be afraid of change. Embrace change and don’t be afraid to learn and grow. If something doesn’t work change it and try again. Never give up.” Industry outlook: “There is going to be a lot of change in our industry and we are already experiencing some of it and I am fully embracing the change. From technology to marketing yourself, to social media and how you conduct your business, this is going to be a time for growth.”
A
C DON PEARSON Lead region president // Wells Fargo // wellsfargo.com Pearson leads more than 7,000 community banking team members and more than 500 neighborhood branches across Arizona, Nevada, New Mexico and Utah. A 40-year veteran of the industry, Pearson started as a stockroom clerk before transitioning to leadership roles in credit, marketing, regional finance and regional business banking operations. Strengths: “Perseverance, patience, being collaborative and caring for those around you. These traits have allowed me to stay focused and deal with challenges without becoming derailed.” Prized possession: “A letter my mom wrote to my dad on their 57th wedding anniversary. They were married for 75 years and when my dad passed away at the age of 94, I found the letter in his wallet. He had been carrying it for almost two decades. It’s priceless to me.”
D SCOTT ROBERTS Owner // AZ Lending Experts // azlendingexperts.com B
C
Roberts graduated from Texas Tech University in 2004 with a degree in business management and moved to Arizona where he started his career in the mortgage industry. Professional advice: “For someone entering our industry today, I would tell them to learn from someone who is established and does things the right way. Also, everything you do should be about the client and in their best interests.” Prized possession: “I am very blessed for everything I have.” Industry outlook: “I am very optimistic about the next upcoming year. Times are changing with technology, but I still believe that people want human advice and customer service. Technology cannot replace the expertise or knowledge of a seasoned mortgage professional when it comes to purchasing or refinancing a home.”
E BILL ROGERS Founder and CEO // Homeowners Financial Group USA // homeownersfg.com
D
E 48 ABL | Nominate at azBIGmedia.com
A native Arizonan and graduate from ASU, Rogers has more than 24 years of experience in the mortgage industry. Prized possession: “I co-founded Care Fund, a nonprofit serving Arizona families with critically ill children through mortgage or rent payments. We’ve assisted over 550 families in six years. Knowing that we’ve positively impacted so many families during challenging times makes me feel like we’ve really brought something of value to others.” Industry outlook: “The Arizona economy appears to be in great shape with a healthy housing market. Specifically, the mortgage industry will continue to embrace added technology to streamline the process and enhance the borrower’s overall experience. Companies with the right balance of technology and an experienced staff will grow and be successful.”
Nominate at azBIGmedia.com | ABL 49
banking & finance // SBA LENDERS A WILLIAM CALLAHAN President and CEO // Arizona Bank & Trust // arizbank.com Callahan currently serves as president and CEO of Arizona Bank & Trust, an affiliate of Heartland Financial, USA. In this role, he manages total assets in excess of $640 million across seven branches and oversees all operational activities of the bank, including commercial, retail, private client services, private banking and wealth advisory services. Professional advice: “Commit yourself to your career. If you do something you love, it will show in your results and may get others to follow your lead.” Prized possession: “A photograph of my father and I when I was four-years old. I lost my father that year and it is the only memory I have left. It is prominently displayed in our home and I see it each day. He was loved by all and I try to appreciate life and have a positive outlook just like him.”
B TERESA MANDELIN President and CEO // Southwestern Business Financing Corporation swbfc.com Mandelin is a well known figure in the SBA community. She has been in banking for more than 30 years, specializing in SBA lending since 1993. As an Arizona native, she is committed to improving the local economy and providing SBA 504 solutions to Arizona’s small businesses. Professional advice: “Be committed to learning every aspect of banking. Many bankers are specialized in a specific area. By having experience in many areas, you can understand risk, procedure and credit, which will help you produce loan volume without frustration. Use the golden rule in all cases.” Prized possession: “My father’s paintings are my post prized possession. As a commercial artist, most of his work was sold or created for others. The remaining pieces are especially important to the family.”
C GARY MOLENDA President // Business Development Finance Corporation // bdfc.com
A
C
D E
Molenda is a real estate and finance professional with a broad range of experience in architecture, real estate, project management and finance. He currently manages BDFC, which focuses on economic and community development. Greatest challenge: “One of our greatest challenges after 2008 was finding ways to make good loans in a bad economy. We radically revised our risk analysis, focusing on business owners that could articulate a plan and show evidence they were executing their plan. We trusted our system, and we never stopped lending.” Professional advice: “A leader must give away the credit for success. Carefully consider the pace of change the organization can handle, then set a framework and clearly articulate the objectives. Satisfaction comes from executing a well designed plan.”
D ALEX SHAFFER Regional president // Meadows Bank // meadowsbank.bank Shaffer is an 19-year veteran of commercial banking in the Phoenix, Tucson, Las Vegas and Sacramento markets. He joined Meadows Bank most recently from US Bank in Phoenix, where he was vice president and relationship manager for emerging business. Shaffer was the highest producing emerging business relationship manager for all of US Bank in 2017. Prior to that, Shaffer held various commercial lending positions at First Community Bank, Bank of the Southwest and Comerica Bank. Source of pride: “The business owners and entrepreneurs that I have the privilege of partnering with make my job exciting and new each day. I look forward to working with this dynamic commercial banking team in Phoenix and partnering with local businesses to become their trusted financial advisor.”
E ADAM STUMP Sales manager, SBA lending // Wells Fargo Bank // wellsfargo.com Stump oversees a 10-member sales team that spans Arizona, Utah, New Mexico and Nevada. He has a background deeply rooted in business development and lending, having worked with business customers at Wells Fargo since 2003. He has helped hundreds of customers achieve their financial goals. Stump is active in his community, volunteering at his local elementary schools to provide early exposure to financial education. Prized possession: “My parents have been season ticket holders with the LA Dodgers for more than 35 years so I grew up going to baseball games all the time. About 10 years ago when the stadium was redone, I was able to get a pair of Dodger Stadium seats that now sit in my home here in Arizona, much to the dismay of many friends who are Diamondback fans.” 50 ABL | Nominate at azBIGmedia.com
B
Up to 90% Financing Available for Arizona Owner-User Commercial Properties
SBA 504 Commercial Real Estate Loans
3800 N. Central Ave., #720 Phoenix, AZ 85012
602.495.6495
banking & finance // WEALTH MANAGEMENT
A CALVIN GOETZ Founder and president // Strategy Financial Group // strategyfinancialgroup.com Co-author of the book, “Climbing the Retirement Mountain: And Getting Safely Down the Other Side,,” Goetz is a recognized financial expert who has been featured on Forbes, MarketWatch, Newsday and FOX10. Professional advice: “Don’t hesitate. The average age of a financial advisor in the U.S. is over 60. With a growing Baby Boomer demographic needing financial advice, there is a shortage of qualified advisors. This is a rewarding and fulfilling career to those who dedicate themselves to helping others to and through retirement.” Industry outlook: “Geopolitical risks aside, as the U.S. economy reaches full employment and wages rise, we will likely see this aging bull market stretch a little longer. I think increased volatility is here to stay. Pre-retirees should check in on their exposure to make sure it’s consistent with their risk tolerance.”
A B
B PAUL MALIN Financial advisor, portfolio manager // Morgan Stanley morganstanleyfa.com/paulmalin
C
The first phase of Malin’s business life consisted of progressing roles in marketing and business development in medical companies, including Pfizer, Baxter and Allergan. Source of pride: “I am proud of the designations I have earned but I get the most satisfaction from giving my clients the services they need. I enjoy seeing them live the life they want, whether they’re still working or enjoying retirement.” Professional advice: “It’s probably best to find a position with a firm where you can learn. Sometimes, a team practice will take on a new associate and allow them to learn and work into the position they desire. This is a winning situation for all.”
C SCOTT PORTER Founding partner, executive vice president of wealth management Bennett & Porter // bennettandporter.com Porter brings more than 17 years’ financial planning and wealth management experience as a CFP, executive vice president and partner at Bennett & Porter, where he runs the Wealth Management Division. Priding himself on helping clients understand their options for protecting and growing wealth, Porter specializes in tax strategy and alternative investments. As an angel investor of BusyKid, the leading chores app, Porter has a passion to help families gain financial literacy, build wealth and live better futures. Personal strengths: “I have a passion for educating. Investing can be scary and complex and I enjoy teaching and explaining concepts in an easy, more simplified way. My goal is to have my clients feel comfortable and understand how markets and investments work.”
D
E
D JW RAYHONS President // Rayhons Financial Solutions // rayhonsfinancial.com Rayhons serves as founder and president of Rayhons Financial, a disciplined, strengths-based financial planning and investment management services firm. Industry outlook: “Circumstances are coming together to create a lot of opportunity. A high percentage of advisors are approaching retirement at a time when our largest population group is hitting their peak earning years; our second largest population group is depending on income from their retirement savings; our Great Depression generation are at the later stages in life and leaving legacies; and there is information available everywhere. Advice specific to what each person wants to achieve or simply to make the right decision for the situation in their life right now, is very valuable.”
E ELIZABETH SHABAKER CEO // Versant Capital Management // versantcm.com A financial advisor with 24 years of experience, Shabaker manages Versant’s strategic direction, builds talent for future growth and directs operations in investments, client management and human resources. Specializing in all aspects of wealth management, she focuses on investments, financial planning, estate planning, tax planning and consulting, family governance, next-generation education and planning and philanthropy. Professional advice: “Start out as a generalist and open yourself up to a broad foundation of knowledge. Then get to know your strengths – not just what you do well, but what strengthens you. This will reveal your passions. Your strengths and passions will help you determine where to specialize and stay invigorated every day.” 52 ABL
Versant Capital Management congratulates our CEO Liz Shabaker for being named a 2020 Az Business Leader.
Forward-thinking wealth management and investment strategies.
Biltmore Center at 24th Street 602.635.3760 & Camelback Road versantcm.com
banking & finance // WEALTH MANAGEMENT
A STEPHEN TADDIE Managing partner // Stellar Capital Management // stellarmgt.com Taddie is responsible for establishing the firm’s economic outlook and forecast, which drives overall allocation, industry weightings for stocks and maturity selection for bonds. He has more than 30 years of professional experience, and is a contributor to the national economic forecasts for Bloomberg, the NABE Outlook, the regional Western Blue Chip economic forecast, and is a member of the Arizona Legislative Finance Advisory Committee. Personal strengths: “Hard work, persistence, understanding the value of ‘trust,’ and spending time with high-quality people. Being trusted, and trusting others is critical to becoming, and remaining successful. Associating with other high-quality individuals is most important if you are going to trust others.”
A
B NEAL THOMPSON President // Thompson Wealth Management // twmplan.com B
Before founding Thompson Wealth in 2010, Thompson began his career at Voya Financial (ING). His primary responsibilities include managing client relationships, leading the firm’s business development initiatives and setting the vision for the firm. On a national level, Thompson is recognized as one of the leading subject matter experts on the topic of retirement planning for federal government employees. Professional advice: “Don’t attempt to improve in areas you’re weak in. Identify your unique strengths — the thing(s) that energize, excite and come naturally to you. Develop and build upon those strengths. The former will lead to mediocrity and frustration. The latter will allow you to achieve new levels of success, fulfillment and add enormous value to clients you serve.”
C LENNARD VAN DER FELTZ Founding partner // Pinnacle Financial Advisors // teampinnacle.net Van der Feltz is a founding partner of Pinnacle Financial Advisors, which assists individuals, families and businesses with financial planning and wealth management. With more than three decades of experience in the business world, holding positions in business operations and information technology, he has dedicated nearly half of that time to the craft of financial planning, specializing in investment and insurance optimization for tax efficiency, as well as unique challenges of clients’ international portfolios. Personal strengths: “I attribute my success to persistence, a desire to relate well to others, the ability to design solutions around complex situations, and an off-beat sense of humor that has been critical in both good and challenging times.” E
D JAMESON VAN HOUTEN CEO // Stonegate Capital Advisors // stonegateprivateclient.com Van Houten is a leading investment and estate planning authority, lecturer, consultant, CFP and CEO of Stonegate Capital Advisors, helping and counseling wealthy individuals and businesses nationally and internationally. Van Houten attended Pepperdine University, later transferring to the Barrett Honors College of Arizona State University, where he was awarded Most Outstanding Graduating Senior and Valedictorian from W.P. Carey School of Business, graduating Summa Cum Laude with a 4.0 GPA. At 16 he began trading stocks, bonds and mutual funds and by 18 progressed to option trading/margins for his personal accounts. This eventually led him to pursue his passion in financial and tax planning, and later earning the prestigious Certified Financial Planner designation.
E TREVOR WILDE Managing director // Wilde Wealth Management Group // wildewealth.com C
D
54 ABL | Nominate at azBIGmedia.com
Wilde, who holds the Accredited Investment Fiduciary designation, is co-founder and managing director of Wilde Wealth Management Group, an award-winning independent financial advisory firm providing comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof with offices in Scottsdale, Tempe, Glendale, Tucson and Payson. Personal strengths: “I think learning how to set short- and long-term goals, both big and small, as well as my ability to both work in and on a team and as its leader assess talent and designate responsibility have helped me immensely both in my industry and career.” Professional advice: “Make time for the important things in life. There is no pause button.”
WILDE WEALTH MANAGEMENT GROUP
Congratulates Trevor Wilde MBA, AIF® • Barron’s 11-time honoree as top 1,200 advisors nationwide • Barron’s #4 Advisor in Arizona
Trevor Wilde MBA, AIF®
Managing Director | Investment Advisor Representative PHONE: 480.361.6203 trevor@wildewealth.com
Wilde Wealth Management Group services all under one roof: Investment & Retirement Services | Tax & Accounting Services Legal & Estate Services | Risk Management | Insurance | Real Estate Services
Scottsdale
7025 N. Scottsdale Rd., Ste 115, Scottsdale, AZ 85253 Tempe
950 W. Elliot Rd., Ste 126 Tempe, AZ 85284
Glendale
19420 N. 59th Ave., Ste C261 Glendale, AZ 85308
Terre Haute
118 N 3rd St Terre Haute, IN 47807
Investments in securities do not offer a tax rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invesed. No system or fi nancial planning strategy can guarantee future results. Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Listing in this publication is not a guarantee of future investment success. Th is recognition should not be construed as an endorsement of the advisor by any client. Barron’s: Top 1200 Financial Advisors: Over 4,000 advisors who wish to be ranked fi ll out a 102 question survey about their practice, data is verified and then applied to a ranking formula. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the fi rms, and the quality of the advisors’ practices. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor. Listing in this publication and/or award is not a guarantee of future investment success. Th is recognition should not be construed as an endorsement of the advisor by any client.
banking & finance // TUCSON A KEVIN CUTTER Executive vice president and regional president Pacific Premier Bank // ppbi.com/Arizona Cutter has worked in the banking industry since 1992, specializing in credit, relationship management, commercial real estate, construction lending and risk management. His previous employers include City National Bank, Allied Irish Bank and Bank of America. Personal strengths: “Gratitude has helped me in my career because I express my thankfulness to colleagues, customers and mentors who are constantly teaching me to be a better banker, leader and person. Gratitude leadership is encouraging, attractive and brings out the maximum potential in my team.” Professional advice: “Be resourceful by utilizing a network of leaders, colleagues and vendors to help you achieve efficiencies. Resourceful bankers are successful because they do not procrastinate and are up to date on technology tools used for prospecting.”
B MIKE HANNLEY Executive vice president of community relations Pacific Premier Bank // ppbi.com/Arizona Hannley has more than 45 years of experience as a banker. From his early days as a teller, to becoming the founder and CEO of Bank of Tucson, Hannley attributes his success to helping businesses reach their financial goals. Professional advice: “The banking industry is changing daily. However, we are all challenged by the same foundation of lending money and maintaining deposit relationships. The new learning curve is steep with new technology available to use in establishing a complete package of services needed by today’s clients. In short, you’re selling loans, deposits and the most efficient ways to bank.” Industry outlook: “The banking industry is vibrant, but you will continue to see increasing mergers and acquisitions to scale up banks, which is necessary to maintain the needs of today’s clients.”
A
C ADRIANA KONG ROMERO Tucson market president // Bank of America // bankofamerica.com Kong Romero serves as Bank of America’s local enterprise leader in Tucson, helping to create a more sustainable future for the companies and community that she serves. Kong Romero also leads Bank of America’s corporate social responsibility work in the region, leveraging the unmatched capabilities of the company to help partners, people, communities and a broad client and customer base more effectively address a wide range of issues. Professional advice: “Never stop learning and always be intellectually curious. Find balance between life, work, family and friends. As Arianna Huffington said, ‘Not only is there no tradeoff between living a well-rounded life and high performance, your performance will improve when your life includes time for renewal, wisdom, wonder and giving.’”
D ERIC RENAUD President and CEO // Pima Federal Credit Union // pimafederal.org
B
Renaud became the president and CEO of Pima Federal Credit Union in late 2015, previously holding the position of executive vice president and CFO. Industry outlook: “As a small segment within the financial services industry, credit unions provide a valuable service as a member-owned financial cooperative. This corporation structure provides both benefits and challenges, particularly in regard to growth. The outlook is great for credit unions that can grow, while properly managing operating expenses. The competition from large financial services providers and FinTech will present challenges to the industry, but they are not insurmountable. Communities will always need local financial institutions. Credit unions can, and will fill that need.”
C
E ROBERT SWICK President and general manager // Hughes Federal Credit Union // hughesfcu.org Swick serves as both president and the treasurer of the volunteer board and has reported on the financial position since 1987. With 33 years of executive leadership and 20 years serving as president and general manager, Swick has overseen Hughes’ growth from $239 million assets and 31,500 members to more than $1.2 billion assets and 130,000 members. Professional advice: “Learn and understand the organization’s purpose as well as its business model. Think beyond your role in the organization and always do what is in the best interest of the organization as a whole.” Industry outlook: “My outlook for our industry is good, but the industry remains vulnerable to nonindustry competitive pressures as well as — the economic and regulatory environment.”
56 ABL | Nominate at azBIGmedia.com
D
E
“Mom, where does wind come from?” “A line of credit can provide security in the form of working capital, princess.” Our expertise is strictly financial.
Congratulations to our very own Kevin Cutter and Mike Hannley, recognized as AZ Business Leaders 2020. Your accomplishments are truly Premier.
PPBI.com/Arizona Serving Businesses Across Arizona | California | Nevada | Washington From Forbes.com, Jan 16, 2019 © 2019 Forbes. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this content without express written permission is prohibited. Pacific Premier Bank is a registered trademark. All rights reserved.
healthcare // HEALTHCARE
Healthcare
ENTERS NEW AGE
Artificial Intelligence and Augmented Reality are changing the practice of medicine By ERIN THORBURN
J
ames Bates, founder, CEO and chairman of AdviNOW Medical is an innovator, problem solver and forward-thinker. His previous ownership and involvement in technology-based companies have yielded billion-dollar transactions that earned him national attention and acclaim. Although Bates didn’t initially seek to shake up the healthcare industry, he has helped facilitate a massive shift by perfecting an Artificial Intelligence (AI) and Augmented Reality (AR) healthcare solution. What started as a mission to help a physician friend more efficiently address patient care and navigate the demands of clinic ownership, has led to the remedying of a much bigger problem. The AdviNOW Medical encounter automation platform eliminates the inefficiencies in healthcare for both provider and patient by reducing clinic operation costs by as much as 50 percent — but that’s only a slice of the story.
58 ABL | Nominate at azBIGmedia.com
AdviNOW’s AI/AR platform is also tackling high-level issues such as addressing a scary shortage in primary care providers in the U.S. and improving a 40 percent decrease of medical practice profit within the last five years. Although he may not have planned to fix a broken healthcare system, Bates has accepted the challenge nonetheless. And AdviNOW is proof.
Az Business Leaders: Do you feel that the shift toward telehealth and AI technology will continue to prevail in healthcare? James Bates: Absolutely! There is no other future in my mind.
I would say it’s realistic to predict that within the next five years, few patients will go to the doctor without first being interviewed by AI. The economics don’t make sense without it. Right now, the whole healthcare system is fundamentally broken, but it can be fixed by having an AI ask questions to the patient and
JAMES BATES: For more than 20 years, the founder, president and CEO of AdviNOW Medical has been inventing and managing the development of revolutionary technology. He has been involved with most technological breakthroughs impacting consumers, giving him a unique perspective on how Artificial Intelligence will transform healthcare. (Photo by Mike Mertes, AZ Big Media)
then do the laborious documentation for the provider. This frees up providers to use time for the patient and impact the outcomes. This sounds futuristic, but it’s happening right now. Standard paper questionnaires are already being filled out on iPads in many healthcare settings. AdviNOW’s questionnaires are intelligent by being fully dynamic and changing based on the responses provided by the patient. This reduces the burden of asking too many irrelevant questions and assuring that the provider receives what really matters from the patient.
ABL: Can you share how AdviNOW advocates for and helps both patients and providers? For example, how does an encounter automation platform eliminate some of the pain points for the modern patient/provider? JB: The Artificial Intelligence augments the provider by
engaging with the patient to collect the illness status, medical measurements and labs that are required to diagnose and treat the patient. The information collected is then presented to the provider in an easy-to-read format that predicts illnesses and gives justification for those predictions. Ultimately, not only can doctors see more patients per day with the AdviNOW system, but they also end up spending more time with each of them. Prior to Artificial Intelligence and Augmented Reality, the average physician face-to-face visit consisted of a three-minute patient visit, while 15 minutes was allocated to documentation. Now, providers confirm the information that the patient gave the AI and when the visit is over, they can directly see the next patient, because our system automatically populates the patient medical record, and sends appropriate scripts to the pharmacy and billing to the payer. Nominate at azBIGmedia.com | ABL 59
coding for billing submission, which in turn, will allow doctors to be more efficient and practice at the top of their license.
ABL: What are some of the common myths, fears, and misconceptions surrounding telehealth that presents challenges for advocates of technology-driven healthcare? JB: A big problem with telehealth today is this: How can a patient
have confidence that a provider truly understands a patient’s condition without conducting a physical medical examination? This is the fundamental problem that AdviNOW Medical solves. The other obstacle is the general fear of something new. When you are sick, you just want to go to one place to get cared It’s a win for patients too. Now that the medical provider’s time for. So, because telemedicine isn’t something patients fully spent on overhead is reduced, they can see more patients per understand, they may avoid it—this is probably the No. 1 fear and day and spend more time with them. Physicians can also be more available when patients need them. And, patients have flexibility on misconception. Patients simply don’t know when it’s appropriate to utilize telehealth and when not to. where to receive care. With the advent of our automated medical At AdviNOW Medical, one of our goals is to help eliminate these station in grocery stores and work places, patients can see a misconceptions. Our AI will triage the patient and guide them provider for a majority of illnesses where they shop or work. to the most appropriate initial point-of-care option. During Finally, the encounter automation platform enables seamless point-of-care. When the patient begins the process, they start with this process, the technology will flag whether the situation is “Hannah” the virtual AI assistant fielding a series of questions. The emergency-related, or whether a patient can use a telemedicine technology engages with the patient and dynamically changes the call, or needs measurements conducted at a near home health questions based on their answers. Then, if medical measurements retail destination, or should go to a location with a provider on site. Our tech helps decipher all of this and get patients to the right care are required, we use Augmented Reality (AR) to guide the patient at the right place at the right time. to take them at a medical station. The provider has all the information they need to treat the patient. Anywhere at any time. ABL: What advice would you offer to an individual considering a
ABL: What other trends in healthcare do you see on the horizon? JB: Near home or work health destinations are the future. Our
conveniently located patient engagement platform is accessible for primary, specialty and urgent care providers. If the physician doesn’t need to touch you—which is 70 percent of all visits — the AI/AR enabled telemedicine, measurements and labs allow patients to be seen where they are. The future will bring insurance companies (United, BCBS), health systems (Banner, Honor) and retail locations (Safeway, CVS, Walgreens) to partner to provide a turnkey solution to the majority of healthcare needs close to your home or work.
ABL: Do you feel the further integration of Artificial Intelligence and Augmented Reality in healthcare will be met with pushback from patients and providers? JB: There is going to be pockets of resistance, but providers are
aware that the system is broken and know that change must occur. The questions from providers are: How does it change what I do and will I still get to practice medicine the way I want to? And, will I, as the provider, still have a role? The answer is with an encounter automation platform that removes the daunting documentation, providers will retain the major role that focuses on more time with the patient. Providers don’t need to worry about their job being eradicated as the result of a utopian or AI-dominated future any time soon! What will happen is automated EMR documentation, SOAP notes, discharge orders, scripts, labs, imaging orders and 60 ABL | Nominate at azBIGmedia.com
healthcare-oriented job? JB: I would urge a clinician to choose a forward-thinking practice.
Over the next five to 10 years, the healthcare sector is going to go through dramatic change. No one will be doing the same job they’re doing now. Even nurses and front desk staff will be doing different jobs. I don’t see mass unemployment because there is enough work to go around today and that won’t change in the future, but that doesn’t mean there won’t be disruption. Everyone should choose a place that’s an early adopter of change. You don’t want to be in a situation where you are the last to adapt because that creates an environment that can be difficult to overcome for the business as well as the employee.
ABL: What else can you share regarding the healthcare outlook for Arizona? JB: Arizona is a fantastic state to do business with — especially
if you’re seeking balance. It’s a state that values oversight, but defines regulation in a way that enables innovation to help solve problems. This environment is created and supported by state legislation. The Arizona telehealth parity law is a perfect example. Last year, the telehealth parity law was passed in Arizona, ensuring that commercial health plans will cover medical services delivered in-person or via telemedicine equally, and provide greater accessibility of care to patients. People here are doing amazing things. It’s really great to be here and be a part of the Arizona healthcare landscape.
healthcare // HEALTHCARE ADMINISTRATORS
A PETER FINE President and CEO // Banner Health // bannerhealth.com Fine was appointed president and CEO of Phoenix-based Banner Health in November 2000. Banner employs 50,000 people and has approximately $8 billion dollars in revenue. It is Arizona’s largest private employer. Personal strengths: “The personal qualities that most helped my career were being a good listener and learning from past mentors, even when they weren’t specifically trying to teach me things. Also, planning my future career by being willing to take chances with it.” Professional advice: “The professional advice I would give someone today is not to lock yourself into a specific career path. Stay flexible because this industry offers many leadership opportunities today that didn’t exist when I started.”
A
B
B LINDA HUNT CEO // Dignity Healthcare // dignityhealth.org Hunt oversees Dignity Health’s Arizona service area, which is anchored by five outstanding hospitals, St. Joseph’s Hospital and Medical Center, Chandler Regional Medical Center, Mercy Gilbert Medical Center, St. Joseph’s Westgate Medical Center and Arizona General Hospital. Under Hunt’s leadership, Dignity Health in Arizona has grown into a respected and comprehensive health care system, which also includes imaging centers, specialty hospitals, physician groups, clinics, freestanding emergency rooms, urgent cares, insurance providers, an accountable care organization, a medical school campus and other clinical partnerships. During her previous role as president and CEO of St. Joseph’s Hospital, the 593-bed facility became the busiest hospital in Arizona and attracted patients from around the world.
C TODD LAPORTE CEO // HonorHealth // honorhealth.com With more than 30 years of diverse experience in healthcare, LaPorte leads an integrated health system with five acute-care hospitals, extensive outpatient services and community services. Personal strengths: “I am willing to spend that extra time in preparation to deliver extraordinary results. I use my financial expertise and analytical acumen, combined with my enthusiasm, to pursue HonorHealth’s mission – to improve the health and well-being of those we serve. I get an enormous sense of joy when accomplishing goals as a team. This joy was instilled in me at a very early age playing team sports.” Professional advice: “Be prepared to apply yourself at full speed (perhaps even beyond your comfort level). Be prepared to engage and embrace others’ ideas.”
C
D MICHAEL LAWTON President and CEO // Barrow Neurological Institute // thebarrow.org
D
E
Dr. Lawton is the president and CEO of Barrow Neurological Institute and the chair of the Department of Neurosurgery. He is board certified by the American Board of Neurological Surgery. Dr. Lawton’s neurosurgical expertise includes cerebrovascular disorders (aneurysms, arteriovenous malformations, cavernous malformations and stroke) and skull base tumors. He has experience in treating more than 4,000 brain aneurysms, 800 AVMs and 1,000 cavernous malformations. He is a member of the American Association of Neurological Surgeons, Congress of Neurological Surgeons, Society of Neurological Surgeons, American Academy of Neurological Surgery and World Academy of Neurological Surgery. Dr. Lawton received his medical degree from Johns Hopkins University School of Medicine.
E ROBERT MEYER President and CEO // Phoenix Children’s Hospital // phoenixchildrens.org Meyer had his work cut out for him when he was appointed president and CEO of Phoenix Children’s Hospital in 2003. With an entrepreneurial mindset and a gift for recognizing and seizing new opportunities, he helped lead the transformation of Phoenix Children’s. What was once a small children’s hospital on the brink of bankruptcy is now a statewide, interconnected pediatric health system with sites of service around the state and a network of more than 1,000 community physicians and specialists. Personal strengths: “My finance consulting background as a CPA, combined with a passion for helping children, made my role at Phoenix Children’s seem a natural fit. Gratefully, I also had the opportunity to hire the best executives and leaders in the industry.”
62 ABL | Nominate at azBIGmedia.com
healthcare // HEALTHCARE ADMINISTRATORS A FRANK MOLINARO CEO // Abrazo Community Health Network // abrazohealth.com Molinaro is CEO of Abrazo Community Health Network and Arizona Group CEO for Tenet Healthcare. The Abrazo network includes Abrazo Arizona Heart Hospital, Abrazo Arrowhead Campus, Abrazo Central Campus, Abrazo Mesa Hospital, Abrazo Scottsdale Campus and Abrazo West Campus. Personal strengths: “Patience and perseverance are two key factors. One of the things I learned early on is that strategies take time and you don’t usually see immediate results. I’ve been fortunate to work with physicians and colleagues who focus on long term success.” Prized possession: “A framed passenger log from my grandfather’s arrival on Ellis Island. He was 12 years old when he came from Italy on his own with only $14, and reminds me of his amazing courage and determination and the lessons he taught us.”
A
C
B CHRISTINA OH CEO // Abrazo West Campus // abrazohealth.com Oh was named a Rising Star by Becker’s Healthcare in 2018, recognizing her leadership in advancing patient experience and employee retention. She has held several leadership positions in hospitals in California and South Carolina. She is a graduate of the Tenet Leadership Academy and is active in several community and professional organizations. Professional advice: “I would recommend two starting points. First, focus on being excellent at the job you have today instead of chasing a title. Longevity and results matter to me when I review a resume. Secondly, observe the areas of healthcare that excite you and make you want to learn more. Then chase results in those areas. When you are doing work that you love, you can impact patients no matter where you sit in a healthcare system.”
C STEVE PURVES President and CEO // Valleywise Health (formerly Maricopa Integrated Health System) // valleywisehealth.org Purves became president and CEO of Valleywise Health (formerly Maricopa Integrated Health System) in September 2013. As Arizona’s longest serving public teaching hospital and healthcare system, MIHS includes the Maricopa Medical Center, Arizona Burn Center, Level I Trauma Center, two behavioral health hospitals and 12 Family Health Clinics. Since 2013, Purves has led a $160 million operational turnaround and is now implementing $935 million in construction and facility upgrades to modernize care delivery throughout Valleywise Health. Professional advice: “First start by liking people, understanding that rank and status in an organization does not confer privilege or power, but imposes responsibility. Second, don’t dabble. If it is worth doing, it is worth doing right.”
B
D LAURA ROBERTSON CEO // Banner Desert Medical Center and Cardon Children’s Medical Center bannerhealth.com/desert Robertson is CEO of Banner Desert Medical Center and Cardon Children’s Medical Center — the largest medical complex in Arizona with the busiest emergency department, including Level 1 Trauma. Personal strengths: “The qualities that have helped me become most successful are compassion and empathy, collaboration, strategic thinking and strong and transparent communication. Healthcare is a business of caring for people, as well as a team sport in terms of collaboration. It’s also a constantly changing field, so building successful teams and strong programs is especially important.” Professional advice: “Healthcare is in a time of complete transformation — whether you are a clinician or a leader. Stay connected to the purpose, celebrate the successes and continue to drive for improvement! Lastly, have fun!”
D
E FLORENCE SPYROW President and CEO // Northern Arizona Healthcare // nahealth.com Spyrow joined NAH in 2015 as executive vice president and Flagstaff Medical Center chief administrative officer before being named CEO in 2018 after six months as interim president and CEO. During her time as the interim president and CEO, Spyrow demonstrated great leadership skills closing a significant budget gap, aligning her team around a common strategic plan for the future and completing the “Mission, Vision and Values” revision process for NAH. Her background as a nurse, lawyer and administrator give her knowledge and perspective that will help NAH achieve its mission and vision. Spyrow held several executive positions at healthcare systems in the Midwest prior to joining NAH.
E
Nominate at azBIGmedia.com | ABL 63
healthcare // BEHAVIORAL HEALTH
A PEGGY CHASE President and CEO // Terros Health // terroshealth.org A
B
Chase has worked in health and mental-health-related leadership positions during a career spanning more than 30 years. She has been a progressive innovator and her commitment to service leadership has positively impacted healthcare public policy. Professional advice: “Work well with others — you need them. Remember why you got into this business - to help people. Celebrate the victories, big and small. We are doing God’s work.” Industry outlook: “Healthcare companies will increasingly offer integrated care honoring the physical health and mental well-being of each person, achieving a healthy body and a positive mind. More partnerships and collaborations will offer improved healthcare. Predictive analytics will transform diagnoses and treatment, thereby improving our nation’s health.”
B GREGORY JAHN CEO // St. Luke’s Behavioral Health Center // stlukesbehavioralhealth.com
C
D
Jahn began as a registered nurse and joined St. Luke’s Behavioral Health Center in 1973, splitting time between Medical Intensive Care and Chemical Dependency. The passion for behavioral health took hold quickly and became a full-time endeavor for Jahn. He has served as St. Luke’s administrator and CEO for the past 10 years. Professional advice: “The best advice I received from a former CEO who always taught me by example and that is the simple rule of treating others as you would like to be treated, regardless of the situation.” Industry outlook: “We are in the midst of unprecedented disruption in healthcare — from payment reform, tremendous cost pressures, M&A and technology influences accelerating. Our focus will always be to provide the best patient care possible. Adjusting and aligning the organization to the above factors will help us in this pursuit.”
C STEVEN SHEETS President and CEO // Southwest Behavioral & Health Services // sbhservices.org Sheets has been with Southwest Behavioral & Health Services for seven years and has spent more than eight years in the behavioral healthcare industry. Personal strengths: “I believe that displaying consistent character and having integrity have helped me to become a success in my industry, and have helped me in my career path beginning as an intern and moving up through the SB&H organization to my current position as President and CEO.” Professional advice: “I would encourage people to have fun and think outside of the box when providing services to people in need.” Prized possession: “I built my newborn’s baby crib. It was so much fun building him something before he was born and watching him be put down in it to go to sleep.”
D BILL SOUTHWICK CEO // Banner Behavioral Health Hospital // bannerhealth.com/behavioral Southwick has operational responsibility for Banner Health’s behavioral health services in Scottsdale (Banner Behavioral Health Hospital), Glendale (Banner Thunderbird Medical Center) and Sun City West (Banner Del E. Webb Medical Center). With nearly 31 years’ experience in behavioral health and more than 21 years in healthcare leadership, this nurse leader brings extensive experience and clinical know-how to this leadership role. Professional advice: “Recognize that the customer is at the center of everything we do and there are many different customers. From doctors, staff and patients, to communities and schools. Our focus is to improve health at all levels. There isn’t anything more enjoyable than making a difference at the end of the day.”
E JAIME VINCK CEO // Sierra Tucson // sierratucson.com
E
64 ABL | Nominate at azBIGmedia.com
Vinck is only the second woman in the 35-year history of internationally-renowned Sierra Tucson to hold its top position. Previously, as chief operations officer and chief clinical officer, she led strategic initiatives to improve clinical quality and created groundbreaking programs. Personal strengths: “Being organized, goal oriented and resilient. In addition, the past year has made me appreciate the importance of humility, faith and kindness.” Industry outlook: “Thankfully, mental illness is being increasingly de-stigmatized. Suicide prevention and awareness are growing, as well as assistance for those who have lost loved ones to suicide and opioid overdose. Access to ethical care will continue to be the focus of our industry and we will see an increased emphasis on treatment outcomes.”
healthcare // BIOSCIENCE
A DAVID DEXTER President and CEO // Sonora Quest Laboratories // sonoraquest.com Dexter is the general manager of joint ventures for Quest Diagnostics, a Fortune 300 Company, and serves as president and CEO for Sonora Quest Laboratories, a joint venture between Banner Health, the largest non-secular hospital system in the U.S., and Quest Diagnostics. He also serves as president and CEO for Laboratory Sciences of Arizona, which manages the 29 hospital laboratories for Banner Health in Arizona and five other western states. Personal strengths: “I never aspired to be a CEO, but while ascending the corporate ladder I never forgot what it’s like to be an employee. I give leaders very clear expectations and measurable objectives, the resources to do their jobs, and stay out of their way; that’s empowering, and it drives success.”
A
CB
B MARYANN GUERRA CEO // Aesthetics Biomedical // aestheticsbiomedical.com Guerra spent her career facilitating the creation of successful and progressive health, science, technology and start-up businesses. She co-founded Aesthetics Biomedical (ABM) in 2016. ABM focuses on the identification of minimally invasive aesthetic devices, that are combined with products to ensure the best patient “experience” and outcome. ABM launched with the Vivace RF Microneedling device and successfully marketed the Vivace Experience. Personal strengths: “In any career or in any field hard work, persistence, ability to negotiate and creativity have served me well. While you need to learn an industry’s unique characteristics, having strong business skills transcends all. I believe integrity is a critical value that appears to be disappearing and I have made that a building block of ABM.”
C GABRIEL HYAMS President and executive director // Pinnacle Transplant Technologies // pinnacletransplant.com Hyams is a serial entrepreneur having founded two American Association of Tissue Banksaccredited tissue banks in the last 14 years. In 2010, Hyams co-founded Pinnacle Transplant Technologies and has grown the company from two to more than 120 associates. PTT was the inaugural winner of Venture Madness in 2013. Personal strengths: “Being ethical in the tissue banking world is the most important quality in our industry. Although the news may not be good, it is always important to disclose. Being persistent, disciplined, enthusiastic and goal focused are the most important factors to growing the business as there are many gate keepers and nay sayers. Lastly, the ability to network and tell your story is one of the most important ways to deliver your message.”
B C
D JOAN KOERBER-WALKER President and CEO // Arizona BioIndustry Association (AZBio) // azbio.org Koerber-Walker works with and on behalf of Arizona’s leading research institutions, universities and life science companies and as chair of the Opportunity Through Entrepreneurship Foundation. She also serves as a Global Trustee for the Healthcare Impact Foundation. Together with leaders from across Arizona, she is working to raise a $250 million endowment to support early stage healthcare innovations and Arizona’s life science innovation ecosystem. Professional advice: “Aim high and don’t be afraid to tackle big challenges. These opportunities, the ones that have a lasting impact, are best achieved by great teams working together to reach the goal. Here in Arizona, I have had the privilege to be part of some of these teams and to work with amazing people.”
D
E JOSHUA LABAER Executive director // Biodesign Institute at ASU // biodesign.asu.edu LaBaer is one of the nation’s foremost investigators in the rapidly expanding field of personalized medicine. He directs the Biodesign Institute – ASU’s premier research institute devoted to the principles of bio-inspired innovation that fuses previously separate areas of knowledge. He also directs the Biodesign Virginia G. Piper Center for Personalized Diagnostics, where his own research efforts involve the discovery and validation of biomarkers — unique molecular fingerprints of disease — that can provide early warning for those at risk of major illnesses, including cancer and diabetes. Personal strengths: “Curiosity. Perseverance. Meticulousness” Professional advice: “The field of research is quite broad these days. Take the time to consider which aspect most appeals to you.” 66 ABL | Nominate at azBIGmedia.com
E
healthcare // CANCER TREATMENT A ROBERT GOULD President and CEO // Cancer Treatment Centers of America Phoenix // cancercenter.com
B
C
Gould has more than 25 years of healthcare experience and a background in improving operational effectiveness, ensuring patient satisfaction and leading organizational growth. Prior to his role at Cancer Treatment Centers of America Phoenix, Gould served as president of the Arizona West Division at Banner Health in Phoenix. Personal strengths: “Over my career, my team members have told me that my calm demeanor in stressful or complex situations allows employees to feel at ease and empowered to take action. I’ve also received feedback that my listening skills enable me to establish trust and strong relationships with my colleagues.” Professional advice: “Be prepared for a bumpy ride and get creative. Healthcare is a turbulent industry right now, and the status-quo simply isn’t an option.”
B GORDON GRADO, MD, FACRO, FACR, PHD
Medical director // Southwest Oncology Centers // swoncology.net
D
Dr. Grado received his bachelor’s degree in 1974 at Eastern Illinois University, medical degree in 1977 at Southern Illinois University, internship at the University of Chicago, and therapeutic radiology residency at Mayo Clinic with board certification. Personal strengths: “I was blessed to have inherited from my parents and family, the blessing and curse of hard work. One does not have to be the best, but to have the commitment and endurance to complete the task. As my grandmother said, ‘you don’t need luck, you create it for yourself.’” Professional advice: “In identifying and defining one’s goals, a compass is created that defines not only a direction and path, but a distance and timeline to achievement. There are no shortcuts. As my father would challenge, ‘What have you done for humanity today?’”
C PARVINDERJIT KHANUJA, MD, FACPMD
E
Founder // Ironwood Cancer & Research Centers // ironwoodcrc.com
Dr. Khanuja is the founding member of Ironwood Cancer & Research Centers, the largest comprehensive private practice model with approximately 100 providers in Metro Phoenix. Dr. Khanuja is a board member of the Five Rivers Foundation, primarily involved in social causes and scholarships. He is also on the board of trustees with the Phoenix Art Museum. Professional advice: “Stay persistent and do not give in to the naysayers. Get the best education, give 110 percent effort, be kind and humble, never stop learning and adapting.” Prized possession: “I am proud of the development of comprehensive cancer centers, quality patient care in an outpatient community setting, and addressing challenges within healthcare.”
D DEVINDER SINGH , MD President // Arizona Center for Cancer // arizonaccc.com
A
In 1992, Dr. Singh founded Arizona Center for Hematology/Oncology and has served greater Phoenix ever since. In 2008, the practice name was changed to Arizona Center for Cancer Care to become a multi-specialty oncology group. Dr. Singh is a clinical assistant professor at Midwestern University. Personal strengths: Having been an oncologist for over 25 years in Phoenix, I have recognized that providing compassionate care, being a good listener, and working relentlessly for my patients and their families is crucial to success in oncology. Always striving to embody these qualities has made me a better all-around physician. Professional advice: “Always take time to listen to your patients and address their needs and concerns. Additionally, remember that the patient always comes first!”
E LAMONT YODER CEO // Banner Baywood Medical Center, Banner Heart Hospital, Banner Gateway Medical Center and Banner MD Anderson Cancer Center // bannerhealth.com Yoder is CEO of Banner Gateway Medical Center, Banner Baywood Medical Center, Banner Heart Hospital and the Banner MD Anderson Cancer Center. With more than 30 years of experience in healthcare, Yoder is responsible for the fastest-growing campus in Banner Health, with Banner MD Anderson having served patients from all 50 states as well as other countries. He serves on seven boards, including the American Hospital Association Healthcare Center for Innovation. Personal strengths: “Developing strong and meaningful relationships among diverse teams has always energized me. As CEO, it is critical to develop a high-performing executive team that can navigate the complexities of healthcare to make life easier for those we serve. I truly love this part of my job.” 68 ABL | Nominate at azBIGmedia.com
TO THE DARKNESS OF CANCER
GREATER PHOENIX Saturday, November 16 Phoenix Municipal Stadium Festivities begin at 5pm
THALIA Leukemia Survivor
Celebrating 20 Years of Bringing Light To The Darkness of Cancer
Register today: LightTheNight.org/AZ
healthcare // COSMETIC SURGERY
A ANTHONY ADMIRE, MD Owner and plastic surgeon // Admire Plastic Surgery admireplasticsurgery.com
A
A native Arizonan, Dr. Admire has been practicing for more than 11 years. He is a nationally and locally recognized surgeon who specializes in the face, breasts and body. He has been the top vote-getter in Phoenix magazine’s Top Docs feature for three of the last six years. Personal strengths: “I’m a very hard working, driven to succeed person. I think that helps in all areas of my business.” Professional advice: “It’s very competitive and the inclination is to advertise and spend money like crazy to get your name out there. I suggest developing relationships with other physicians and keep the overhead costs as low as possible.”
B
B MICHELE DEVITO, MD, FACS Plastic surgeon // DeVito Plastic Surgery Center // devitomd.com Dr. DeVito is a board-certified Scottsdale plastic surgeon, specializing in cosmetic surgery of the face and body. She is a member of both the prestigious American Society for Aesthetic Plastic Surgery and the American Society of Plastic Surgeons and has been listed as one of America’s top surgeons. Dr. DeVito is a fellow of both the American and International College of Surgeons. She also serves on the advisory board of the nonprofit organization Junior Fulfillment. Professional advice: “Follow your heart to find your true passion in life. Everything else will fall into place and even the greatest challenges will be worth the struggle.”
C JAMES HEINZ, MSL Founder and CEO // The Center for Venous Disease // cvdvein.com
C
D
Heinz has 35 years’ experience working in medical device sales, marketing, product management, corporate accounts, sales and clinical management and is the CEO of The Center for Venous Disease. Prior to CVD, he worked in management at Medtronic, the pioneer of minimally invasive venous therapies utilizing a radio-frequency catheter for vein disease. Personal strengths: “I think the key to success in life and business is to embrace setbacks and learn from them. On every computer screen saver I have, it reads, ‘Never Give Up.’” Professional advice: “In our business, a focus on patient-centered care and quality outcomes is an absolute must. Therefore, the right mission statement with the right culture must be engaged, embraced, and implemented daily. Anything less would be unacceptable.”
D THOMAS KOTOSKE,
DO, FAOCO, FAACS
Cosmetic Surgery Institute - Body By Kotoske // bodybykotoske.com Dr. Kotoske is a triple board-certified specialist in plastic surgery of the face and total body. He was awarded the prestigious American’s Top Physician by the Consumers Research Councils of America, as well as “Top Doc” by Phoenix magazine. He is a nationally recognized lecturer to facial plastic and cosmetic surgeons from across the country and has been a featured expert for CBS, NBC, FOX and ABC television affiliates on cosmetic and plastic surgery topics. He was chairman of the department of surgery at John C. Lincoln Deer Valley Hospital for more than 10 years. Professional advice: “Always push yourself to be the best practitioner you can. Keep abreast of the latest in surgical advances and technology. Treat patients with respect, confidentiality and as you would like to be treated.”
E SUSAN VAN DYKE, MD Founder // Van Dyke Aesthetics // vandykeaesthetics.com Dr. Van Dyke is a board-certified dermatologist and owner of Van Dyke Aesthetics, one of the first medical practices in the world to specialize exclusively in cosmetic dermatology. The practice celebrates 34 years, 24 of which have been devoted entirely to the cosmetic aspects of dermatology. She works closely with the premier companies in cosmetic dermatology. She contributes as advisor, international speaker, educator and researcher for world-renowned industry leaders. Personal strengths: “Persistence and perfectionism. I entered medicine at a time when women were not common, persistence was essential to get into the field. Once in practice the perfectionism that drives me to get the best possible results while paying strict attention to safety and quality has served my patients well.” 70 ABL | Nominate at azBIGmedia.com
E
GARDEN ART
AZ TOTEM ART aztotemart.com | 602.677.5999 View more than 25 studio art pieces on site By Appointment Only
healthcare // DENTISTRY
A DR. JOHN BADOLATO Founder // Studio B Smiles // studiobsmiles.com A
C
Dr. Badolato (Dr. B) is the founder of Studio B Smiles. He is the team dentist of the Arizona Diamondbacks, Phoenix Suns, Phoenix Mercury and the Phoenix Suns Dancers. Dr. B was also the official cosmetic dentist for the ABC show, “Extreme Makeover: Weight Loss Edition.” Personal strengths: “The ability to listen to what people want and to find a great solution to deliver it to them. Cosmetic dentistry is so subjective, being able to relate to and connect with your patients/clients has helped our business success immensely.” Professional advice: “Always be a student. Technology and techniques are advancing so fast and for the better. It’s such a benefit for your patients to be ahead of the curve to provide the best for them and their family’s care.”
B PAUL DOUGLAS, DDS Douglas Family Dentistry // douglasfamilydentistry.com
D
E
Dr. Douglas was born and raised in Scottsdale. He never went far from home, attending Saguaro High School, the University of Arizona for his undergraduate work and USC School of Dentistry. He is the founder of the Boys & Girls Club Dental Outreach Program and Painless Paul’s Smile Designs for Abused Women. Professional advice: “Educate yourself as much as possible about business. Receive a lot of training on the latest technology in dentistry and always be committed to continuing education courses.” Industry outlook: “Dental visits are going to become shorter due to the technology that keeps arising. Patients are having to spend less time in the dental chair, which then gives them a sense of ease. People are going to feel more comfortable going to the dentist.”
C CLARENCE PILSKY, DDS Biltmore Dental Group // biltmoredentalgroupphx.com Dr. Pilsky is a California native who moved to the Midwest at a young age. Growing up in a small town in Ohio helped shape his work ethic and caring nature. He attended Indiana University Bloomington, where he excelled in sciences and developed an interest in dentistry. Personal strengths: “I always try to treat people as I would want to be treated. Being honest and upfront about services and options.” Professional advice: “Keep up with new technology and diversify services, but know your limits. Confidence will grow with time. Be wary of getting in over your head early because it can hamper progress.” Industry outlook: “The outlook for dentistry is great. Techniques and services are continually improving.”
B
D NICOLAS PORTER, DDS Founder // Risas Dental and Braces // risasdental.com Dr. Porter is a multi-award-winning business founder who specializes in industry disruption and customer satisfaction. Dr. Porter founded Risas Dental and Braces in 2011 and grew it into a hugely successful business by disrupting the dental industry and putting the customer first. As founder and president of Nicolas Global, he utilizes the same principles that have made his previous companies successful, and is currently disrupting the socialized commerce industry as founder and visionary of Trunited. Personal qualities: “I’m motivated by helping people. Business isn’t currently set up to help the average person. There are many areas in how we participate in commerce that need renovation and innovation, and I have been working tirelessly to make things better for that average person.”
E GINGER PRICE, DDS Cosmetic dentist // Ginger Price Dentistry // gingerpricedds.com Dr. Price has been creating beautiful smiles right here in the Valley for almost 35 years. She is an artist as well as a dentist, bringing her artistic skill set to every custom smile she designs. She and her team are known for being very warm, friendly and — most importantly — gentle. Professional advice: “If you love people, have attention to detail and love learning, you at least have the key ingredients for being a dentist. Find someone who’s already a success and ask them to mentor you. With a great mentor, you can often fast forward your career and achieve greater goals than you would have otherwise. Always be teachable and humble and you’ll go far.”
72 ABL | Nominate at azBIGmedia.com
Hats Off t o Beautifu l Smiles!
We would love to see your smile at Douglas Family Dentistry! Please call us today at (480) 948-3680 | douglasfamilydentistry.com
healthcare // HEALTHCARE PLAN PROVIDERS A R. ALLAN ALLFORD President and CEO // Delta Dental of Arizona // deltadentalaz.com Allford is the president and CEO of Delta Dental of Arizona, the leading dental benefits insurance company in the state, and is also president of the Delta Dental of Arizona Foundation, which helps provide access to dental services for Arizonans in need. In addition, Allford serves on several boards and professional associations within the greater Phoenix community. Personal strengths: “A genuine, straight forward, transparent approach to dealing with others.” Professional advice: “Your success is dependent on your ability to innovate, disrupt and change the status quo. Continually be on the lookout for new and different ways to create value for your stakeholders. If you’re not doing that, just know that your competitors are.”
A
B PAUL BARNES, PHD President and CEO // Arizona Complete Health // azcompletehealth.com
B
Barnes is president and CEO of Arizona Complete Health, a wholly-owned subsidiary of Centene Corporation with more than 800 employees. Arizona Complete Health provides a wide array of health benefits to more than 350,000 Arizonans enrolled in the Marketplace, Medicare and AHCCCS programs. Personal strengths: “Staying calm in the face of challenges. There are a lot of highs and lows over time and it has been helpful to be a clear thinker and consistent leader through the challenges. This is particularly true in today’s ever-changing health care landscape.” Professional advice: “It is beneficial to read books on leadership, but make sure you act in a manner that is authentic to your own leadership style. People can spot a fake when they see one.”
C VICTORIA COLEY Desert and Mountain States vice president for Employer Group segment // Humana // humana.com
C
D
Coley has 20 years of experience in the employee benefits industry. She has been with Humana for 18 years and has held multiple sales and leadership positions, including responsibility for the distribution and strategy for the group medical, dental, vision and wellness solutions product lines. Personal strengths: “I have found that being passionate about what I do and following through on my commitments to be the most important attributes to my success.” Professional advice: “Like many industries, insurance is all about relationships. To be successful it’s important to be viewed as someone that can be trusted to give good guidance in an ever-changing health care and legislative environment. This helps you build stronger relationships with your business partners.”
D THOMAS GROTE CEO // Banner | Aetna // banneraetna.com
Grote leads the Banner | Aetna joint venture as chief executive officer. He has played an integral role in the formation and growth of the company. Grote is responsible for building a more sustainable model of health care enhanced by a distinctive member experience for joint venture members throughout Arizona. He is also responsible for enhancing product offerings while lowering costs, creating a clinically integrated network and growing Banner | Aetna’s footprint throughout the state. Personal strengths: “Taking an innovative approach to each task is critical to being successful in this industry. Fostering a culture of innovation at Banner | Aetna has allowed my team to feel comfortable pushing boundaries and being first in the market when it comes to solving for issues the health care industry faces.”
E PAM KEHALY President and CEO // Blue Cross Blue Shield of Arizona // azblue.com Kehaly joined Blue Cross Blue Shield of Arizona in November 2017 and is responsible for the strategic direction and financial performance of the 1,700-employee company. Through Kehaly’s leadership, BCBSAZ is inspiring Arizonans to achieve their ideal health. With a focus on connecting people with the care they need, BCBSAZ offers health insurance and related services to nearly 1.5 million customers. Professional advice: “The healthcare market is changing, and sometimes the road to your goal may be uncharted. Take the time to explore, analyze and plan. Once you have a path, be brave and consistent. Health insurance is no longer focused simply on transactions, it is becoming a system that can help people live better, healthier, longer lives. With focus and commitment, you can make real change.” 74 ABL | Nominate at azBIGmedia.com
E
COMPLETE THE PICTURE OF GOOD HEALTH Discover a whole new level of employee coverage.
MEDICAL | DENTAL | LIFE* | DISABILITY* One call. It’s all you need to protect your employees. The name you trust has expanded with valuable new options specially designed to streamline your benefits package and help you attract talented employees. Combine Blue medical coverage with these plans for greater convenience and significant savings.** Count on customizable coverage and personalized service to take care of your people, right down to their smiles. Contact us:1-877-475-4779 | azblue.com/group Or, call your broker.
GE-136318 (4/18) (Exp. 4/30) D20191 05/18
531315-19
*Group life and disability products are provided by AXA. “AXA” is the brand name of AXA Equitable Financial Services, LLC and its family of companies, including AXA Equitable Life Insurance Company (AXA Equitable) (NY, NY), MONY Life Insurance Company of America (AZ stock company, admin. office: Jersey City, NJ) (MONY America), and AXA Distributors, LLC. All group life and disability insurance products in the state of Arizona are issued by MONY America, which has sole responsibility for its insurance and claims paying obligations for such products. AXA is independent of BCBSAZ. It does not provide, offer, or sell BCBSAZ products or services and is solely responsible for the products or services it provides. **For groups of 51+ employees.
healthcare // HEALTHCARE PLAN PROVIDERS
A PAUL JOHNSON Co-founder and CEO // Redirect Health // redirecthealth.com Johnson is co-founder and CEO of Redirect Health. He helps oversee operations and identifies new opportunities that support the company’s efforts to offer employers affordable, highquality healthcare. Johnson currently serves as chairman of the board for Arrowhead Health Centers, and he’s a past member of the board for the John C. Lincoln Hospital Foundation. Business outlook: “One of the greatest strengths in the United States is weird people. We exalt weird people. We allow them to do miraculous things. Over time, we take their inventions and products and create revenue and tax revenue ... The real challenge is when people begin to believe that you can fix the problems by making everyone equal and getting rid of the gap. When that happens, they quit creating, they quit innovating.”
A
B
B HEATHER KANE President and CEO // UnitedHealthcare of Arizona // uhc.com Kane is an entrepreneurial-minded business development executive in the healthcare industry who has demonstrated consistent success in building, growing and improving business performance across diverse segments. She is an experienced planner with more than 20 years of experience in general management, strategy, business planning and development, innovation and product management. Kane is a demonstrated leader in executing on company goals and objectives and managing diverse cross functional teams. Trend to watch: “One in seven people have Alexa or Google Home and smartphone penetration in the 50-plus segment is now 83 percent. These technologies can be used at home to support people’s health, wellness and medical needs in new and convenient ways.”
C KIM SHEPARD Market president for Arizona // Cigna // cigna.com Shepard is Cigna’s market president for Arizona. She has been in the industry for more than 35 years and specifically with Cigna for just more than 16 of those years. In addition to her time at Cigna, Shepard has served in leadership roles at UnitedHealthcare and Hewitt Associates. She is a board member of the Greater Phoenix Chamber of Commerce, Arizona Chamber of Commerce and a past board member of the American Liver Foundation Mountain States Chapter and Greater Houston Women’s Chamber of Commerce. Professional advice: “Your personal brand is your best asset. Be dependable and honest. You will change roles and maybe even companies throughout your career, but your personal brand (reputation) follows you every step of the way. It can open many doors or can keep doors firmly closed.”
C
D JOHN SHUFELDT Founder // MeMD // memd.net
D
E
76 ABL | Nominate at azBIGmedia.com
Dr. Shufeldt is an emergency physician by trade and an entrepreneur at heart, who has a relentless drive to fill the gaps in the healthcare field to improve the broken system from both sides. Dr. Shufeldt received his BA from Drake University and his MD from the University of Health Sciences/The Chicago Medical School. He completed his Emergency Medicine Residency at Christ Hospital and Medical Center. Dr. Shufeldt received his MBA and his Juris Doctor both from Arizona State University. He founded NextCare Inc. as well as numerous other health and non-healthcare businesses. Under Dr. Shufeldt’s leadership, NextCare grew from a single clinic to fifty-eight clinics in six states with annualized revenue of nearly $100 million.
E JEREMY SPENCER President and CEO // Total Dental Administrators // tdadental.com Spencer was trained and mentored by TDA’s founder, Jane Ann Craig. Under her tutelage, he wore many hats and experienced all aspects of business. During his 20-plus years at TDA, he has served as receptionist, sales and marketing support, operations and provider relations management, and board member. Personal strengths: “My passion for learning, desire for continuous improvement, determination for forward progress, and my tenacity to get things done, not only made an impression on those around me, including my superiors, but more importantly helped me learn the industry and be an active, informed contributor.” Prized possession: “After years of needing to use a broom handle to keep my broken oven door closed, I recently purchased a double oven, which has taken my love of cooking to new heights.”
healthcare // HEALTHCARE INNOVATORS A JENNIFER BARTON, PHD Director // BIO5 Institute at The University of Arizona // bio5.org Barton is a professor of biomedical engineering at the University of Arizona. She is director of the BIO5 Institute, a catalyst for interdisciplinary research which aims to find bold solutions to complex biology-based challenges, translate innovations to impact and train the next generation of scientists. Barton’s research is focused on developing novel miniature endoscopes for early detection of ovarian cancer. She also enjoys introducing freshman UA students to biomedical engineering. Personal strengths: “I enjoy building things. Those things can be medical devices, teams, or new campus-wide strategic research programs. I also enjoy helping to build new minds, through teaching and mentoring students. This characteristic has allowed me to balance my many roles at UA.”
A
C
B JAMES BATES Founder, president and CEO // AdviNOW Medical // advinow.com For more than 20 years, Bates has been inventing and managing the development of revolutionary technology. He has been involved with most technological breakthroughs impacting consumers, giving him a unique perspective on how Artificial Intelligence will transform healthcare. Industry outlook: “The point-of-care healthcare market is going through tremendous change. Population health, chronic care management, AI and AR are all driving advancement and pressure on the existing infrastructure. We expect mass adoption of these technologies to start changing the way people go to the doctor. We expect the line between payers and healthcare providers to continue to get blurred as the shared risk causes them to enter each other’s space.”
C DAVID JACOFSKY, MD Chairman and CEO // The CORE Institute and HOPCo // thecoreinstitute.com Dr. Jacofsky is a respected authority in complex adult joint reconstruction and oncology, has an extensive background in business management and is a leading authority on healthcare reform strategies. He is founder, CEO and chairman of Healthcare Outcomes Performance Co. (HOPCo) and The CORE Institute. Personal strengths: “Persistence. The biggest obstacle when trying to execute on a vision of change is the long line of people telling your team all the reasons why it cannot be done. Unwavering persistence is what separates good teams from those capable of transformation in an industry.” Professional advice: “Think outside the box during these times of rapid change. The difference between a stumbling block and a stepping stone is usually based solely on perspective and creativity.”
C
D ALAN NELSON Founder, CEO and chairman // VisionGate // visiongate3d.com Dr. Nelson is a biophysicist and serial entrepreneur. He held professorships in nuclear engineering, bioengineering and physics at MIT, Harvard, University of Washington and ASU, with tenure. He has founded four successful companies. VisionGate has developed the world’s first automated test for lung cancer and has a medicine in Phase 2B clinical development for the treatment and prevention of lung cancer. Professional advice: “In healthcare, there are no shortcuts if you want to achieve long-lasting impact. Be led by the needs of patients. Pay strict attention to regulators, such as the FDA and Clinical Laboratory Improvement Amendments, and to the needs and requirements of the Payers. Clinically proven cost-effectiveness is crucially important.”
D
E DR. JEFFREY TRENT, PHD President and research director Translational Genomics Research Institute (TGen) // tgen.org Dr. Trent’s research has provided important insights into the genetic basis of cancer. He is the author of more than 300 manuscripts in the scientific literature, numerous book chapters, invited reviews and has given hundreds of invited lectures. Industry outlook: “In the coming year, there will be two key drivers in the practice of genomicbased precision medicine — immunotherapies and Big Data. Immunotherapies are those that re-engage the body’s own immune system to fight cancer. At TGen, and our affiliate City of Hope, we are developing immunotherapies that essentially retrain the immune system and uncloak the tumors so that the body’s own protective systems can come to bear, in concert with chemotherapies and other medical interventions, to defeat cancer.”
E
Nominate at azBIGmedia.com | ABL 77
healthcare // HEALTH & BEAUTY
A KATHY COOVER Owner and executive vice president // Isagenix International // isagenix.com
A
Coover is a nationally recognized trainer in the direct selling industry. Since 1992, Coover has become a top earner in three separate companies, generating millions in income. With more than 25 years’ experience, she and her husband, Jim, combined their talent to create one of the fastest-growing health and wellness companies in the world. Coover is responsible for developing one of the most dynamic training systems in the industry. Personal strengths: “I’ve always had a burning desire to impact people’s lives, both physically and financially. When I started Isagenix, I made the commitment that nothing was going to get in the way of doing that. Persistence, consistency and integrity have played a big role in my career.” B
B TRISH GULBRANSON Founder and CEO // Derma Health Skin & Laser // dhiskin.com Gulbranson is the founder and CEO of Derma Health, a multi-unit med spa in Arizona. Founded 15 years ago, Gulbranson is responsible for driving the success of the organization. Gulbranson has more than 30 years of business experience. She spent years with a Big 4 CPA firm and later rose to president and CEO of a fast-growing software company. Personal qualities: “I grew up a farm girl in South Dakota. I was raised with a strong work ethic and strong values around community and helping others. My mission at Derma Health has always been to uplift, inspire, and encourage others to grow and flourish.” Industry outlook: “My industry is expected to double in the next five years. Millennials see the services as preventative to aging. Gen Xers and Baby Boomers see it as a way to reverse aging.”
C JOE MAGNACCA CEO // Massage Envy // massageenvy.com
C
E
Magnacca’s distinctive expertise has helped establish him as a visionary leader for some of North America’s best-known brands. Prior to Massage Envy, Magnacca’s career began at the Loblaw Companies, eventually moving on to become executive vice president at Shopper’s Drug Mart as well as president at Walgreens and Duane Reade and later, CEO of Radio Shack. Magnacca has a passion and experience in growing the wellness category through product and service innovation. Professional advice: “Be able to adapt. Customer needs and expectations are evolving. Wellness is no longer just a trend, it is a part of everyday life. As wellness becomes part of an everyday routine, there are more and more ways to serve customer needs and become a wellness destination.”
D DANNA PRATTE CEO and owner // Nutritional Brands // nbpure.com Pratte is an entrepreneur and wellness enthusiast, and is CEO and owner of Nutritional Brands, a Phoenix-based multinational company that provides high-quality nutritionals and wellness solutions to its customers. Pratte is a regular contributor to local and national media, and has been recognized as a business and thought leader in wellness. Personal strengths: “Honesty and integrity are qualities that are very important to me. I have found that long term success is built on trust. To be a successful leader, people need to trust me and believe in me and my vision for the future.” Professional advice: “Make good solid relationships early on. Life and success is about relationships, so connecting with the right people can help give guidance and advice.”
E CAROLANN TUTERA President and CEO // SottoPelle Therapy // sottopelletherapy.com Tutera is helping thousands of women and men every day deal with menopauseand andropause. Tutera manages this high-profile BHRT company in a very competitive and demanding market. Her vision and dedication to the highest ethical and quality standards continue to propel SottoPelle to international success. Personal strengths: “The personal qualities that have helped me succeed are my ability to see talent in others, keeping it ‘real’ and strong core of ethics. Treating others as we want to be treated in any personal or professional endeavor goes very far. When you lead by example it engages people and builds trust and respect.” Industry outlook: “I think that health and well-being as an industry is not just an option for people anymore but a mandate.”
78 ABL | Nominate at azBIGmedia.com
D
Your leader in Natural Health Care For over 30 years... High Quality Products and Supplements for Your Wellness Journey.
Connect With Us NBPURE.COM
@NBPURE
Proudly Based in Phoenix, Arizona - Distributing Worldwide
healthcare // PAIN MANAGEMENT
A CLIFFORD BAKER, MD Interventional spine and pain management NovaSpine Pain Institute // novaspine.net After receiving his undergraduate degree in Microbiology at the University of Arizona, Dr. Baker continued to do research in microbiology at the University of Arizona and was awarded a NASA Space grant to study the effects of microgravity on the immune system. He then received his medical degree at the University of Arizona in 2010 and went on to Loma Linda University Medical Center for his internship and residency in the field of physical medicine and rehabilitation. During his internship in internal medicine, he was honored with the “Internal Medicine Resident of the Year Award” for his compassionate care and work ethic. He also served as chief resident during his residency and served on several committees to improve the residency program and education training for future residents.
A
B
B SCOTT BROOKS President and CEO // Regenisis Biomedical // regenesisbio.com Brooks is president, CEO and on the board of directors for Regenesis Biomedical, an Arizona-based medical device company dedicated to improving human welfare through the research, design, manufacture, and sale of energy-based medical products and services that alleviate pain, restore health and improve quality of life. Brooks joined Regenesis in January 2012 as the chief operating officer. He has held senior executive positions in four major healthcare organizations. Company outlook: “With our innovative device, excellent sales and marketing organization, customer focused support team and close client relationships, we can expand our therapeutic relief to many of the millions of pain suffers in the U.S. and abroad.”
C CINDY GOLLIHAR Founder and CEO // Catalyst Pain Solutions // catalystpainsolutions.com Gollihar is the founder of Catalyst Pain Solutions, which began with one clinic in 2006 and now serves the greater Phoenix and Tucson areas and is one of the leading pain mitigation organizations in Arizona. Personal strengths: “The ability to recognize when things need to change and the tenacity to make the change. I realized the pain patient was being done a disservice. I assembled a team of unique healthcare providers and together we built treatment protocols unlike any others to treat many pain issues.” Professional advice: “Always put your patient first and success will follow. It is also important when you are putting together a team to look for healthcare providers that have a true desire to heal the patient. I look for compassion and a passion for healing when choosing members of my team.”
D
D J. JULIAN GROVE, MD Board-certified anesthesiologist and pain management specialist Pain Consultants of Arizona // painconsultantsofarizona.com Dr. Grove specializes exclusively in the treatment of patients with acute and chronic pain conditions, including cancer pain management. He is a strong believer in a comprehensive, multi-disciplinary approach to pain management, which allows him to incorporate physical therapy modalities, medication management, and other noninvasive modalities, when appropriate. Personal strengths: “As a physician, if you absolutely love what you do, that is a very tangible aspect that patients can sense. Chronic pain is a debilitating, life altering phenomenon, and there has to be passion from the physician to properly address and give each and every patient all of the options that exist to reduce pain and improve function.”
C
E STEVEN SIWEK, MD President // The Pain Center of Arizona // thepaincenter.com Dr. Siwek graduated in 1994 from New York Medical College in Valhalla, New York. From there, he spent his residency in Scottsdale at the Mayo Clinic, as well as the Mayo Clinic in Rochester, Minn. In 2002, Dr. Siwek opened the doors of The Pain Center for the very first time. The focus then, as it is now, was to build an integrated team of medical professionals, and a multidisciplinary approach to pain management. Personal strengths: “I always had a lifelong goal of building a healthcare solution that would help the people who need it most. I began my career driving an ambulance and working as an orderly at a hospital, and now find myself leading one of the largest pain management practices in the county. Pursuing what you care about usually creates powerful results.” 80 ABL | Nominate at azBIGmedia.com
E
STOP HURTING START LIVING
PETER KUBITZ, DO
Board-certified Pain Medicine Board-certified Physical Medicine and Rehab
TONY BUI, MD
Board-certified Pain Management Board-certified Anesthesiologist
2008 - 2019
J. JULIAN GROVE, MD
Board-certified Pain Management Board-certified Anesthesiologist
Our Physicians are double Board-certified and fellowship-trained at some of the most prestigious institutions in the world, including Harvard Medical School, Mayo clinic, and Stanford Medical Center.
Also Learn More about our interventional pain management practice 480-222-PAIN (7246) | www.pcofaz.com
healthcare // VISION
A KYLE BOHANNON President and CEO // American Vision Partners // americanvisionpartners.com Bohannon is a member of American Vision Partners’ board of directors. He has held numerous leadership positions in the healthcare services and physician practice management sectors. Previously, Bohannon served as president and CEO of FastMed Urgent Care, which expanded from nine to more than 110 clinics in just six years. Personal strengths: “Courage, perseverance, grittiness and integrity.” Industry outlook: “Given the level of fragmentation throughout the sector, I believe the industry will continue the trend toward consolidation, although successful expansion/ consolidation will be contingent upon the ability to integrate acquired practices seamlessly into larger platforms. There will be a clear delineation between platforms that successfully integrate and those that do not.”
B
C
B LOAN RAMSEY, MD Medical director // Swagel Wootton Eye Institute // eyeinstituteaz.com Dr. Ramsey has been a board-certified surgeon since 2007. She has a passion for putting patients first and staying abreast of the latest technologies and treatments. Dr. Ramsey’s education started in New Orleans, where she received her degree in chemistry from Loyola University. She obtained her medical degree from Louisiana State University Health Science Center in 2002 and completed her internship at Ochsner Clinic Foundation. She completed her residency at the University of Texas Health Science Center in San Antonio. Following Residency, she moved to New York City where she earned a fellowship in glaucoma at Mount Sinai Medical Center. After completing her Fellowship, Dr. Ramsey continued to practice in New York City for five more years, as well as volunteering her expertise in Asia.
C DR. JAY SCHWARTZ Owner and surgeon // Schwartz Laser Eye Center // teameyedoc.com
A
Dr. Schwartz is the team ophthalmologist for the Phoenix Suns, Arizona Diamondbacks and Lasik surgeon for the Arizona Coyotes. Personal strengths: “I tend to have a positive view of things. When I started my business, I never had a thought of failure. From Day one, I had a plan and executed that plan. The thought that it might not work truly never entered my mind. It was only after thinking about things years later when I looked back I thought, ‘Gee, what if things didn’t work the way I wanted?’” Industry outlook: “The technological advances that we have experienced over the last several years are helping to give patients outcomes we could not have achieved in the past. The positive impact on the patient’s quality of life is amazing and word is spreading.”
D DR. CRAIG SUITER, MD President // Arizona Eye Specialists // arizonaeyes.net D
E
Dr. Suiter is a board-certified comprehensive ophthalmologist, devoting most of his time to cataract surgery, treatment of glaucoma and surgical removal of pterygiums. Dr. Suiter is the current president of Arizona Eye Specialists. He also served as president of the Phoenix Ophthalmological Society from 2009-2010 and as medical director of Arizona Ophthalmic Outpatient Surgery Center from 1999-2007. He is on the medical staff of seven valley hospitals. Dr. Suiter was raised in Phoenix, graduated summa cum laude from the University of Arizona with a degree in biology and continued with the University of Arizona to earn his medical degree as a member of Alpha Omega Alpha Honor Medical Society.
E SIMON ZMYSLINSKI, DO Founder // Zmyslinski Eye & Contact Lens Center // drzeyes.com Over the past 10 years, Dr. Zmyslinski has developed the Zmyslinski Eye & Contact Lens Center into one of the premier optometric practices in North Phoenix. He provides clinical care for issues like glaucoma, macular degeneration, conjunctivitis and diabetes. Career inspiration: “When I was 10 years old, I was diagnosed as being nearsighted and started out wearing glasses in junior high school. This was not a pleasant experience because I was already a pretty gangly, goofy kid and when glasses were added to the mix it made me outright awkward. Once I started high school, my parents allowed me to get contact lenses and my world changed.”
82 ABL | Nominate at azBIGmedia.com
LEADERSHIP TAKES VISION CONGRATULATIONS, KYLE!
Goodeyes.com
KYLE BOHANNON President and CEO, American Vision Partners
CATARACT SURGERY • LASIK • DRY EYE • OCULOFACIAL SURGERY • GLAUCOMA • COMPLETE EYE CARE
healthcare // TUCSON A MARTHA BRUMFIELD, PHD President and CEO // Critical Path Institute // c-path.org Brumfield is a regulatory professional and executive leader with 30 years’ experience in pharmaceutical product development strategy and implementation, regulatory strategy, and policy advocacy. She spent more than 20 years of her career at Pfizer in regulatory affairs and pharmacovigilance and served as senior vice president of worldwide regulatory affairs and quality assurance. Personal strengths: “Staying curious, identifying mentors and a love of learning serves me well. Our industry is constantly evolving, I have embraced the need to stay current on advances in technology, science and policies regarding drug development and sought ways to be a convening force to bring multiple perspectives into the forum.”
B
B LAWRENCE MEHREN President, CEO and director // Accelerate Diagnostics // acceleratediagnostics.com
C
Mehren has served as the chief executive officer and a director of Accelerate Diagnostics since June 2012. Accelerate Diagnostics aims to build new technology and tests that accelerate lab results and drive better clinical outcomes for patients with serious infections. Mehren served as senior vice president and chief financial officer of Ventana Medical Systems, Inc. from 2007 until 2008 and as head of global business from 2008 until 2011. Previously, he was managing director, partner and head of P&M Corporate Finance’s life sciences practice. Prior to his tenure at P&M, Mehren worked in management positions with Gale Group as well as with Merrill Lynch. Mehren holds a B.A. in Political Science from the University of Arizona and an MBA from Northwestern.
C JUDY RICH, RN, MSN President and CEO // TMC HealthCare // tmcaz.com
D
E
Rich has had a varied healthcare career since she received an undergraduate degree in nursing from New York’s Roberts Wesleyan College and a master of science in nursing from the University of Pennsylvania. Rich serves on the boards of the American Hospital Association, Vizient West Coast and Southern Arizona Leadership Council. She is the immediate past chair of the Arizona Hospital and Healthcare Association. Professional advice: “This is a fast-paced and challenging industry, so don’t be married to what healthcare is like now or even a few years ago. Instead, hold tight to your core values and your desire to help others and have a long-term vision of what you want the future to look like for patients.”
D MARVIN SLEPIAN, MD Director // Arizona Center for Accelerated Biomedical Innovation heart.arizona.edu Dr. Slepian is professor of medicine, professor and associate department head of biomedical engineering and McGuire Scholar in the Eller College of Management, all at the University of Arizona. Dr. Slepian is the director of the Arizona Center for Accelerated Biomedical Innovation – a “creativity engine,” focused on novel solution development for unmet medical needs. In parallel with his clinical career, Dr. Slepian has had an extensive research career leading to the development of innovative diagnostics and therapeutics for cardiovascular diseases. His work has focused on the development and use of novel biomaterials for tissue engineering, drug delivery and medical device development. His lab has developed many novel diagnostics and therapeutics which have found their way into clinical use today.
E KRISTEN SWINGLE Vice president, Stem Cell Operations and Tucson facility Cord Blood Registry // cordblood.com Swingle is the vice president of Stem Cell Operations for Cord Blood Registry, a California Cryobank Company, and is responsible for their Tucson facility housing about 175 Arizonabased employees. Swingle currently serves as the chairwoman for the Arizona Bioindustry Association (AZBio) and was previously selected as one of the Top 500 Arizona Business Leaders in 2017. Personal strengths: “Agility and strength through adversity. The bioscience field is evolving at an incredibly rapid rate. To achieve success, you have to remain nimble to respond to changing conditions. These are also attributes that I utilize regularly in leading my team.” Professional advice: “Never stop seeking out information to expand your knowledge about adjacent industries and technologies.” 84 ABL | Nominate at azBIGmedia.com
A
In the first half of 2019, Tucson, Arizona-based Critical Path Institute (C-Path) made a number of significant moves purposefully designed to further accelerate its mission to act as a catalyst in the development of new approaches to advance medical innovation and regulatory science.
FACETS OF SUCCESS
The nonprofit organization recognizes that, for people living with devastating diseases, time is of the essence — so it is expediting the pathway to safe and effective treatments through the development of pioneering tools and processes. The ability to tap into its international presence, people and programs affords C-Path the opportunity to uniquely position itself for maximum impact.
Increased Global Presence Recently, C-Path ramped up operations at the Critical Path Institute, Ltd. (C-Path, Ltd.) in Ireland. This fullyowned subsidiary will enable C-Path to enhance its many collaborative efforts with other organizations in Europe and to be physically closer to the European Medical Agency (EMA), which reviews and makes decisions concerning the novel methodologies that C-Path develops. C-Path, Ltd. works with scientists and clinicians from the biopharmaceutical industry, government regulatory agencies, academic institutions and patient groups. These collaborations aim to create new tools and processes to develop and test new therapies.
New Talent in the Mix In March, C-Path appointed Joseph Scheeren, PharmD, as its new President and Chief Executive Officer. Scheeren brings a distinguished 36-year career in the pharmaceutical industry, having held positions domestically and internationally in drug development and regulatory affairs on three continents — he’s committed to continuing C-Path’s success and recognition as a change agent in health outcomes. In July, C-Path welcomed Kristen Swingle, MS, as its new Chief Operating Officer. Swingle brings nearly two decades’ worth of experience in the medical and molecular sciences industry to lead the implementation of C-Path’s global strategy and goals. The two new leaders complement C-Path’s staff of respected PhDs, MDs and industry experts in the research and regulatory fields, as they work together to make a lasting impact in global health.
New Directions Deeply committed to education in regulatory affairs, C-Path and the University of Arizona James E. Rogers College of Law earlier this year instituted a fully online Graduate Certificate Program in Regulatory Science to provide specialized training to advance the translation of research into clinical interventions. This certificate, created by academic and industry leaders, enables participants to learn what it takes to develop medical products by learning the ethics, policies, and regulations governing regulatory science to make an impact in the biotech and pharmaceutical industry. With more than 25 million people in the United States affected by one of more than 7,000 rare diseases, in September, C-Path and the National Organization for Rare Disorders (NORD) formally launched an effort to develop a new Rare Disease Cures Accelerator-Data and Analytics Platform (RDCA-DAP). Funded by a cooperative agreement with the U.S. Food and Drug Administration, the goal of the platform is to accelerate the development of therapies from bench to bedside for rare diseases. The platform will provide a mechanism to transform data into actionable knowledge that will better characterize these diseases, aiding in the design of clinical trials for therapies in development.
Commitment to Impacting Global Health C-Path’s big-picture moves thus far in 2019 are sure to propel the regulatory science community toward a future of cutting-edge treatments for devastating diseases. With an expanding global presence and a dedicated team of motivated employees and partners, C-Path is shaping the future, faster.
c-path.org
A gem nestled in the American Southwest’s Sonoran Desert, C-Path is making a significant and growing impact globally on the process of developing new therapies.
Leading the Way An international leader in forming collaborations to advance medical innovation and regulatory science, C-Path has established numerous global consortia; 13 are active today. Critical Path for Alzheimer’s Disease (CPAD) Critical Path for Parkinson’s (CPP) Critical Path to TB Drug Regimens (CPTR) Duchenne Regulatory Science Consortium (D-RSC) Electronic Patient-Reported Outcome Consortium (ePROC) Huntington’s Disease Regulatory Science Consortium (HD-RSC) International Neonatal Consortium (INC) Multiple Sclerosis Outcome Assessments Consortium (MSOAC) Polycystic Kidney Disease Outcomes Consortium (PKDOC) Patient-Reported Outcome Consortium (PROC) Predictive Safety Testing Consortium (PSTC) Transplantation Therapeutics Consortium (TTC) Type 1 Diabetes Consortium (T1D) These consortia currently include more than 1,600 scientists from government and regulatory agencies, academia, patient organizations, disease foundations, and dozens of pharmaceutical and biotech companies. Each is working to develop new tools, methods or quantitative models to lower the risk and cost of drug development while improving the speed and probability of success for new therapies to treat devastating diseases like Alzheimer’s, Parkinson’s, diabetes, Duchenne muscular dystrophy, tuberculosis and others.
law // INDUSTRY OUTLOOK
LAWS EVOLUTION THE
OF
Globalization and technology present opportunities and challenges for the legal industry in 2020
By ERIN THORBURN
W
ho better to share upcoming business-law trends than Matt Feeney, Notre Dame Law School magna cum laude graduate, current chair of Snell & Wilmer law offices, and recipient of multiple professional awards and accolades, including being recognized by “Best Lawyers in America?” While Feeney’s practice encompasses an extensive portfolio, which includes mergers and acquisitions, securities offerings, SEC reporting and compliance, and corporate governance matters, he also finds the time to serve his community. Feeney currently serves as a member of the board of directors of The Greater Phoenix Chamber of Commerce and of the Musical Instrument Museum; as well as 86 ABL | Nominate at azBIGmedia.com
being the founding board member and past chairman of the St. Joseph the Worker, an organization that helps homeless and lowincome individuals become self-sufficient through quality employment. Despite his abundant commitments, Feeney keeps his pulse on the latest legal industry news and trends.
CLIENTS COME FIRST
One of the key aspects Feeney notes as we depart from 2019 is the success of law firms in prioritizing focus and clarity in messaging and client service — regardless of firm branding and size. It’s the emphasis of “clear value proposition” as a collective strategic approach that will likely continue moving into 2020.
“The most successful firms will continue to do well by maintaining an approach that is focused on profitable growth and, above all else, delivering what clients want and need,” Feeney explains. “This means following a growth strategy that builds on market strengths while protecting and enhancing the firm’s culture.” And where is overall growth likely to occur most in the legal sector? Feeney points to transaction-related areas. “We see impressive growth in groups such as real estate, corporate and securities (mergers and acquisitions, dispositions of businesses, raising capital, etc.), and intellectual property,” Feeney says. “ We also anticipate activity to remain high within our opportunity zones
INDUSTRY OUTLOOK // law
“The most successful firms will continue to do well by maintaining an approach that is focused on profitable growth and, above all else, delivering what clients want and need.” — Matt Feeney
MATTHEW P. FEENEY: The firm chair for Snell
& Wilmer, his practice is concentrated in the areas of mergers and acquisitions, securities offerings, SEC reporting and compliance, and corporate governance matters, including advising corporate boards and board committees. (Photo by Mike Mertes, AZ Big Media)
Nominate at azBIGmedia.com | ABL 87
law // INDUSTRY OUTLOOK
“Even with all the change occurring across the legal industry, I strongly believe that relationship-based law firms, those that sincerely care about their clients and their issues, will continue to thrive.”
practice. The Tax Cuts and Jobs Act created the opportunity zones program to spur investment in economically distressed census tracts. Opportunity zones reduce capital gains taxes for individuals and businesses who invest in qualified regions.”
HOT PRACTICE AREAS
While transaction-oriented law will continue to gain momentum, Feeney explains that emerging technological, economic, environmental, and social trends will generate law and policy issues requiring legal services. Technologyrelated areas are particularly topical, ranging from growing legal intricacies in cybersecurity, data protection, and privacy. While perhaps less sexy than cybersecurity, even the business of batteries invites growing legal requirements. “While the topic of batteries might not seem terribly exciting, they are becoming critical pieces of the massive energy sector,” Feeney says. “Similar growth should be seen in cryptocurrency, where we have built a fairly strong practice, as well as in autonomous vehicles and drones — which are areas that will expand with mind-boggling implications for multiple industries and products.” And while technology will be an area for which the legal industry will become increasingly more engaged in terms of servicing clients, it will also continue to present adaptability challenges for law firms. For example, Artificial Intelligence (AI) is an ever-growing addition to the delivery of data and services, with the legal industry being no exception. Although according to the American Bar Association, a mere 10
88 ABL | Nominate at azBIGmedia.com
percent of law firms utilized AI in 2018, this percentage is apt to rise as technology is perfected and accessible. “While AI legal technology won’t replace lawyers,” Feeney says, “the underlying tools will drastically change the way lawyers provide services to clients. Consequently, lawyers will need to be more strategic and supervisorial, able to act as project managers, oversee the information being fed into systems and understand the assumptions underlying the machinelearning algorithms.”
GOING GLOBAL
Perhaps the more pressing area in demanding adaptability of legal firms and professionals is how the globalization of business is and will continue to alter legal services and operations. “Technological and intellectual innovation have been driving forces behind globalization,” Feeney says. “They have reduced the cost of transportation and communication, thereby propelling profitable economic activity over large distances and dramatically impacting the legal industry in various ways.” This, according to Feeney, includes the necessity for global-oriented legal professionals to be well versed in international norms and usages. It also means keeping vigil in global practices that involve such areas as professional liability, ethics, and non-discrimination policies. “The gradual liberalization of economies has led to major foreign investment and privatization and unleashed competitive market forces,” adds Feeney. “This economic activity has spurred the demand for new laws and legal institutions such as
investment and securities laws, trade and competition authorities, and the need for new lawyers.” In addition to the changes and challenges legal firms must navigate due to data delivery, technological advancements and globalization, what else lurks in the legal climate for the oncoming year?
PLAYING POLITICS
“With 2020 being an election year, questions of potential market volatility, both foreign and domestic, will likely surface,” Feeney says. “However, firms that effectively navigate the market highs and lows are those that build on their strengths, while being as flexible, creative and efficient as possible in how they deliver legal services.” Despite the increasing diversification we can expect to see in the legal industry — not only in 2020, but the decade to come — Feeney remains positive and speaks to the pliability and rallying force of not only the collective legal enterprise, but also of those who seek to solidify a legal-based career path. “Even with all the change occurring across the legal industry, I strongly believe that relationship-based law firms, those that sincerely care about their clients and their issues, will continue to thrive,” Feeney says. “Firms (and attorneys) that are only interested in the next big deal or the next big piece of litigation will find it more difficult to succeed in the long run. As such, aspiring attorneys, with the assistance of law schools, mentors, and others, should take full advantage of opportunities to understand, appreciate, and enjoy the complexities of building and enhancing relationships.”
law // ALTERNATIVE DISPUTE RESOLUTION
A LAUREN GARNER Partner // Jaburg | Wilk // jaburgwilk.com Garner’s practice emphasizes probate and trust litigation and mediation. She was certified as a mediator in Florida and is a Judge Pro Tem for Maricopa County Superior Court. She is an adjunct professor at the Sandra Day O’Connor School of Law and a Fellow of the American College of Trust and Estate Council. Professional advice: “Work to maintain a reputation for competence, civility and collaboration. Find a way to focus your attention to your individual clients in the midst of competing demands from all the distractions of modern life.” Industry outlook: “Probate and trust litigation is a strong and ever-growing area of the legal practice and touches people from all walks of life. The sources of these conflicts have been around since the beginning of time.”
B A
B NORMA IZZO Equity partner/chair, Family Law Department Jennings, Strouss & Salmon // jsslaw.com Izzo concentrates her practice in the area of family law and domestic relations matters, including complex litigation and asset division, business dissolution, collaborative divorce, mediation, arbitration, parent coordination, child custody, child support and spousal maintenance. Professional advice: “Be fearless and don’t be intimidated. No one in the legal field knows everything, and even professionals who have been in the field for many years don’t have a monopoly on the best way to do things. They are learning and working to stay current just like you are. Don’t let your inexperience or youth be an obstacle to setting big goals. Learn and refine your trade, but recognize that to master it, you need to find mentors who are as invested in your development as you are.”
E D
C AMY LIEBERMAN Executive director // Insight Employment Mediation // insightmediation.com Lieberman has successfully mediated and arbitrated close to 2,000 workplace conflicts, legal claims and business disputes. She has been listed in Best Lawyers of America and Southwest Super Lawyers for more than 14 years and has been ranked among the Top 100 Lawyers and Top 25 female lawyers in Arizona. Lieberman is the author of “Mediation Success: Get it Out, Get it Over, Get Back to Business,” and is a champion of ADR in the business world. Personal strengths: “Persistence, patience and enduring optimism.” Professional advice: “Look for the opportunities. It’s never too early or too late to mediate.” Industry outlook: “Mediation polices and processes are now the accepted standard in employee handbooks and in business contracts, so that more disputes are resolved without the need for litigation.”
D PAUL MCGOLDRICK Attorney // Shorall McGoldrick Brinkmann // smbattorneys.com McGoldrick is a member of the National Academy of Distinguished Neutrals. He focuses his practice on personal injury cases. He also has experience as lead counsel in complex business disputes. McGoldrick routinely represents clients in nearly every locale of Arizona, and has represented both plaintiffs and defendants, both in tort cases and in the context of commercial and professional liability suits. In addition to his litigation practice, McGoldrick is a frequent mediator and arbitrator, helping to provide effective alternative dispute solutions to other attorneys and their clients. He is a Fellow in the American College of Trial Lawyers. The American Board of Trial Advocates has elected McGoldrick an associate based upon his many jury trials and peer review.
E DAVID TIERNEY Attorney // Sacks Tierney // sackstierney.com A veteran in Arizona construction law, Tierney has been listed in The Best Lawyers in America every year since 2003 and is a two-time Best Lawyers “Lawyer of the Year” in Construction Law and Construction Litigation. He also devotes a considerable portion of his practice to alternative dispute resolution across many commercial industries and is a past chair of the ADR Section for the State Bar of Arizona. Personal strengths: “Curiosity and tenacity. With these two, and adaptability, anything is possible.” Professional advice: “Come with more than law school training. Come with engineering or medicine or real estate development or construction experience or education. Such makes the lawyer vastly more helpful to his clients.” 90 ABL | Nominate at azBIGmedia.com
C
law // BANKING
A SCOTT BERG Partner // Quarles & Brady // quarles.com Berg is currently a member of Quarles & Brady’s national executive committee, having previously served as the chair of Quarles & Brady’s national banking and financial institutions practice for many years. His practice focuses on representing financial institutions, assisting banking clients in commercial real estate, commercial and tax-exempt financing transactions. He represents local, national and international financial institutions. Professional advice: “I encourage young attorneys to choose a place of employment that will be supportive of their personal and professional development and to always keep in mind that being collaborative with and considerate of others will further their success far better than operating independently or solely for their own interest.”
A
B MARK BOSCO Shareholder // Tiffany & Bosco // tblaw.com Over the past 20 years, Bosco has grown his practice to become one of the largest, most qualified financial services practice in the nation. His focus is to serve the banking and real estate industries by providing exemplary service and quick response to his client’s needs. Personal strengths: “The legal industry is constantly changing, and to be successful, one must be willing to adapt. Keeping current and staying out in front has enabled us to be successful for many years. We also believe our corporate culture must always operate with an attention to detail, a sense of urgency, and always respond ‘yes’ before saying ‘no.’ In addition, we are committed to always do the right thing, for every client, every time,and we approach each unique challenge with an attitude of ‘we will figure it out.’”
C
D
C JAMES BROPHY, III Managing shareholder // Ryley Carlock & Applewhite // rcalaw.com Brophy’s practice focuses on securities, business transactions and employee benefits law, and includes regulatory representation before the Arizona Securities Division of the Arizona Corporation Commission, the Arizona Department of Financial Institutions, and the Arizona Department of Insurance. He has been recognized in Best Lawyers in America from 2005-2019. Personal strengths: “The personal qualities that helped me become successful as a lawyer are those that would help anyone: hard work, curiosity, and the investment of time and effort to develop the skills necessary to practice law. Patience is a necessity, as is the willingness to recognize errors and correct them. Patience is probably the hardest thing to practice in developing abilities in any area of endeavor; one must be prepared to fail and be willing to start again.”
E
D FRED FATHE Member // Dickinson Wright // dickinsonwright.com Fathe practices extensively in all real estate transactional areas; banking (primarily real estate and corporate finance); corporate acquisitions; and in Uniform Commercial Code matters. Personal strengths: “I utilized a fine educational background at the University of Michigan Law School and combined that with diligent work, continuing study, responsiveness to clients and candor all to become and remain successful.” Professional advice: “Be diligent, honest and respectful to all and make your career more than just earning money.” Industry outlook: “Increased competition will require greater efforts to obtain and retain clients. Successful attorneys must re-double efforts and really ‘never have a bad day.’ That being said, the outlook, given the great technological advances, is bright.”
E COLLEEN GOODELL KNECHT Shareholder // Gibson Knecht // gklawaz.com
B
92 ABL | Nominate at azBIGmedia.com
Knecht practices in the areas of real estate transactions, real estate finance and corporate law, including mergers and acquisitions. Her real estate work includes the representation of clients in the acquisition, development, leasing and disposition of commercial real estate. Personal strengths: “I place tremendous value on the relationships I’ve developed with my clients over the past 20 years in practice. Without a doubt, these relationships are the result of hard work and personal sacrifice by both client and counsel. I think that, too often, lawyers and clients fail to maintain focus on these relationships, causing communication and trust to deteriorate as a result. I make it a priority for my clients to feel heard and understood by me to avoid falling into this trap.”
law // BANKRUPTCY/REORGANIZATION
A HILARY BARNES Member // Allen Barnes & Jones // allenbarneslaw.com
A
C
Barnes’s practice focuses on solutions for businesses and high-net-worth individuals, and she represents many different constituents in the bankruptcy arena, including debtors, creditors, committees, trustees, landlords, and franchisors, among others. Barnes also serves the bankruptcy community in her capacity as a Ninth Circuit Lawyer Representative, president of the Arizona Bankruptcy American Inn of Court, and as former chair of the State Bar Bankruptcy Section. Professional advice: “Deliver your best work to your clients (both internal and external). Set personal yearly goals and develop an action plan to meet them. Build relationships and help your colleagues accomplish their goals. And always stay open to learning something new and meeting someone new.”
B STEVEN BERGER Shareholder // Engelman Berger // eblawyers.com Berger focuses on solving problems facing business owners, financial institutions, developers, lessors and lessees, franchisors and franchisees, and others looking to avoid future legal problems through prior planning, and those looking for spirited and effective representation in business disputes, negotiations, restructuring, and insolvency proceedings. He is a longtime valley resident, co-founder of the firm and engaged in community activities. Professional advice: “Find an area of law that you have a passion for, learn as much as you can by reading, working hard, and finding a mentor or mentors to guide you. Treat other attorneys as you would hope to be treated. Details are crucial, but don’t lose sight of the big picture. Never lose sight of your client’s goal.”
D
C PERNELL MCGUIRE Managing partner // Davis Miles McGuire // gardnerdavismiles.com McGuire’s practice is dedicated to providing bankruptcy and debtor/creditor services to people and businesses throughout Arizona. He is a certified bankruptcy specialist, and is on the committee responsible for certifying bankruptcy specialists in Arizona. Professional advice: “Become proficient in technology. Technology continues to reshape every aspect of business and our personal lives. Also, the greater understanding of business, the better you can help apply the law to business situations. So I would advise a study of business and technology.” Industry outlook: “We see our business clients moving forward with a sort of realistic optimism — planning as if growth will continue, but hedging against risk at the same time.”
D RANDY NUSSBAUM Shareholder // Sacks Tierney // sackstierney.com
B
For more than 38 years, Nussbaum has represented individuals and businesses with complex bankruptcy asset protection, transaction and litigation matters. He enjoys helping clients achieve business and financial objectives using innovative legal strategies. Professional advice: “It is far easier to succeed if you concentrate on the quality of what you do and not the quantity. Resist the temptation, especially when you are starting out, to seek business based on what you charge. Always focus on the quality of what you do and not the price.” Industry outlook: “My practice focuses on assisting professionals and certain industries facing financial distress. Because Americans have an unfortunate tendency to forget the mistakes of the past, I suspect I may be much more busy in the foreseeable future.”
E LAWRENCE WILK Shareholder // Jaburg Wilk // jaburgwilk.com
E
94 ABL | Nominate at azBIGmedia.com
Wilk has represented clients in significant bankruptcies, receiverships and fraudulent schemes. He has negotiated workouts on behalf of lenders and borrowers, as well as having a pivotal role in obtaining recoveries in several of the largest land-fraud cases in Arizona. He is an adjunct professor at Sandra Day O’Connor College of Law at ASU, and on the board of directors for both Child Crisis Arizona and the Jaburg and Wilk Foundation. Prized possession: “My rock art poster collection, especially the Grateful Dead. When I look at it, it reminds me that it is hard to feel bad when you’re listening to good music.” Industry outlook: “The outlook for legal is challenging. Firms and companies that don’t keep up with technology — including artificial intelligence — will be left behind.”
LEADERS THROUGH THE LEGAL FOREST
2800 N. CENTRAL AVE. SUITE 1200 • PHOENIX, AZ 85004 • EBLAWYERS.COM • 602.271.9090
law // BUSINESS & COMMERCIAL LITIGATION
A CINDY ALBRACHT-CROGAN Partner // Cohen Dowd Quigley // cdqlaw.com Albracht-Crogan has practiced business litigation at Cohen Dowd Quigley since she graduated from Sandra Day O’Connor College of Law in 2000. She has repeatedly been named as one of the top litigators in Arizona, including one of the state’s top 25 female litigators. Personal strengths: “Passion is a quality that I believe has helped me in my law practice, including having passion for my clients’ interests, for fairness and for the art of advocacy. I believe that passion — if sincere — always sells in every legal arena.” Prized possession: “I am a former dancer, but was terrible ballerina despite my love of the sport. I truly prize my torn-up pointe shoes. They remind me that there is great learning while enduring struggle, and that you don’t always have to be the best to be happy.”
B A
B BARBARA DAWSON Partner // Snell & Wilmer // swlaw.com Dawson serves as one of five elected Executive Committee members and one of two elected Compensation Committee members at Snell & Wilmer. For more than 25 years, she has helped companies navigate critical legal challenges and internal investigations arising from government action, shareholder, consumer and whistle-blower claims, and other circumstances involving conflict and crisis management. Professional advice: “Embrace change and build deep relationships. Opportunities come in times of change, and our legal industry is certainly undergoing a time of transformation as we work to meet the needs of clients with increasingly global reach. The best part of serving clients is truly understanding their needs and serving as trusted teammates which only comes with good strong relationships.”
D C
C WILLIAM DRURY Shareholder // Renaud Cook Drury Mesaros // rcdmlaw.com Drury is an experienced trial attorney who has successfully tried more than 150 jury cases throughout his 39-year career with a notable record of success in matters ranging from product liability, health care liability, catastrophic injury and transportation litigation, including cases that have been nationally and regionally recognized. Professional advice: “I encourage attorneys who want to be trial lawyers to join law firms that regularly take cases to verdict. Courtroom experience matters in litigation.” Industry outlook: “Technology and alternative dispute resolution continue to change the practice of law, but neither can replace the need for experienced litigation and trial attorneys. We must continue to utilize new resources available to us while maintaining our skill sets.”
D TINA EZZELL Shareholder // Tiffany & Bosco // tblaw.com Starting her practice of law in a smaller Arizona County (Mohave) bordering Clark County, Nevada (after judicial clerkship) resulted in a tremendous opportunity for Ezzell to try cases frequently from the beginning of her career. After 28 years of practice as a trial and sometimes appellate lawyer, her main areas of focus currently are automobile franchise litigation, automobile dealerrelated disputes and other contract based work. Personal strengths: “A mixture of tenacity and empathy. Even business clients are comprised of real people, who need counsel to understand them and then boldly pursue their legal success. Similarly, judges should feel genuine respect from attorneys practicing in their courts while those attorneys diligently, and sometimes doggedly, press forward.”
E CHARLES PRICE Member // Dickinson Wright // dickinsonwright.com Price is a civil litigator and mediator in the areas of intellectual property, securities fraud litigation, contract, insurance, healthcare and antitrust law, and corporate investigations. He has taught negotiation at the W.P. Carey School of Business at Arizona State University, and currently teaches negotiation to lawyers and nonlawyers across the country through LATZ Negotiation. He is listed in the current editions of Best Lawyers in America and Southwest Super Lawyers. Industry outlook: “Financial pressures on lawyers are increasing. Successful lawyers will respond by reflecting on the importance of putting clients first; on the inherent satisfactions of a professional practice; and on the skills and mindset that lead to true professionalism and increased life satisfaction.” 96 ABL | Nominate at azBIGmedia.com
E
law // BUSINESS & COMMERCIAL LITIGATION
A STACEY GOTTLIEB Of counsel // Cohen Dowd Quigley // cdqlaw.com Gottlieb focuses her practice on complex commercial litigation and white-collar criminal defense. Her civil experience includes a wide range of business litigation involving breach of contract, fraud, misappropriation of trade secrets and class actions. Personal strengths: “As a young child, I was innately offended when people in power applied bad rules or applied good rules badly. That innate sense of justice and fairness, combined with my hard work ethic, tenacity to master complex details, and commitment to finding the truth, has consistently fueled my professional successes.” Industry outlook: “My hope heading into 2020 is that the courts will stand strong under the rule of law and not be swayed by political pressures, thereby helping the nation regain a healthy respect for truth and justice.”
A
B
B BEN HIMMELSTEIN Partner // Radix Law // radixlaw.com Himmelstein practices business law, focusing on business disputes and transactions, including business dissolutions, misappropriation of trade secrets, business torts, sales contracts, buy and sell agreements, and non-compete agreements. He represents various businesses in a range of industries, primarily focused in technology, medical and dental. Himmelstein has received numerous awards for his practice, including the AV Preeminent rating from Martindale Hubbell. Industry outlook: “I would like to say it is positive, but many experts are saying that we are headed into a recession. With respect to law specifically, there seem to be less and less jobs out there for young attorneys because the older generation is not retiring at the same rate that young attorneys are passing the bar.”
D
C DONALD HUDSPETH Founder // Hudspeth Law Firm // azbuslaw.com Hudspeth has more than 25 years’ experience practicing business law and corporate litigation. Before attending law school, Hudspeth held a stock broker’s license at the age of 21 and owned his own businesses at the age of 23 until he went to law school at the age of 36. Hudspeth has published two books on law, “Inside the Firm, The Inside Story of Choosing and Using a Lawyer” and “Law on the Edge: Sex and the Constitution.” Industry outlook: “Given the period of upward, but slow, growth over the last 10 years, I think the level of growth for my business clients may diminish and even turn negative. This, in turn, would affect my business law practice. But, I do not see a crash like the Great Recession, but just some tapering off. I think the economy and my clients will still do well.”
D GEOFFREY KERCSMAR Managing member // Kercsmar & Felt // usbusinesslawaz.com Kercsmar has been handling complex litigation for more than years, prosecuting and defending lawsuits involving corporate governance, intellectual property, construction and finance issues and corporate fraud. He has successfully represented a wide range of clients from Fortune 500 companies to individuals. Personal strengths: “I believe my tenacity and intelligence have combined to make me an effective advocate for my clients. But more importantly, I approach every situation with honesty. Lawyers are not often known for their honesty, and that is a shame. By being straightforward with the court, with opposing counsel, and most importantly, with our clients, we make resolutions better, quicker and ultimately cheaper for those paying for the services.”
C
E DOUGLAS NORTHUP Director and chair of the Business Litigation Department Fennemore Craig // fclaw.com After starting his career in law enforcement, Northup began practicing law at Fennemore Craig in 1991. His practice focuses on business litigation involving all varieties of contract, real estate and insurance coverage disputes for policy holders. Northup also has experience and is retained in highstakes personal injury matters. He spends time working with the firm’s transactional lawyers in helping to prevent litigation following or in connection with transactions. Professional advice: “Be prepared for, but not afraid of, change. Technology and new competitors are going to drastically change the legal market in the years to come. Like any industry, competition is good for the consumer of legal services and provides huge opportunity for those who adapt and are at the top of the field.” 98 ABL | Nominate at azBIGmedia.com
E
“The Business of our Firm is Business” AREAS OF PRACTICE Arbitration & Mediation Asset Protection Business & Commercial Law Business & Commercial Litigation Business Formation & Planning Buy-Sell Agreements Collections Contract Law & International Contracts Directors & Officers Liability Franchise Agreements General Representation & Advice Joint Ventures Mergers & Acquisitions Succession Planning Trademarks, Patents, Intellectual Properties Uniform Commercial Code CISG
LAW OFFICES OF DONALD W. HUDSPETH : WE PRACTICE BUSINESS LAW EXCLUSIVELY Donald W. Hudspeth, Principal Attorney, has over twenty years of experience practicing Corporate and Business Law. Before attending law school, Mr. Hudspeth held a stock broker’s license at the age of 21 and owned his own business at the age of 23. He was a business law professor at Arizona State University-West Campus, and has conducted classes and seminars for a number of higher institutions and organizations. Mr. Hudspeth is a published author of three books on law and is the founder of the radio programs Law on the Edge and Law Talk. Attorney Hudspeth’s unique background of being a business owner, a law professor, and a published author added to his strength in practicing business law. This is how Practical Business and Legal Experience come together, where theory meets nuts and bolts. Our firm knows business’ everyday needs and we use the law to build and protect value. We help businesses avoid and resolve conflicts cost-effectively through effective contracts, arbitration, mediation, and if necessary, litigation.
HONORS & ACCREDITATIONS Adjunct Professor of Business Law, Barrett Honors College of Arizona State University • Top Rated Lawyers: Arizona Republic 2019 NY Times Lawyers of Distinction, Power Lawyers • AV Rating, Client Champion & Client Distinction Awards: Martindale-Hubbell
3200 N Central Ave • Suite 2500 • Phoenix, AZ 85012 602-265-7997 • thefirm@azbuslaw.com • azbuslaw.com
law // CONSTRUCTION
A JOHN CONDREY Partner // Gordon Rees Scully Mansukhani // grsm.com Condrey practices in the Construction, Insurance, Professional Liability Defense and Commercial Litigation groups. For 30 years, he has been representing general contractors, architects and engineers, developers and owners in matters ranging from professional negligence claims, default terminations, delay and disruption , project development, land use, and a number of other types of transactions and disputes. Personal strengths: “Being a creative person with a science (math) background helps me to understand complex issues and to figure out ways to solve problems and the ability to explain complicated ways so anybody can understand it. This is critical in my business, where not everyone you deal with is an expert in your field.”
A
B SCOTT FRERICHS Member // Jennings, Strouss & Salmon // jsslaw.com Frerichs’ practice includes all aspects of construction law disputes, with a focus on surety issues, as well as bid protests and Registrar of Contractors matters. He has completed approximately 50 trials over his career. Frerichs’ vast litigation experience also includes fidelity law claims, products liability defense, professional negligence defense, E&O claims, and employment and appellate law. Professional advice: “Learn your case, the good and bad, down to the smallest details. And never, ever, say, ‘that’s not my job.’” Industry outlook: “Litigation tends to follow the economic cycles pretty closely, and construction disputes in particular. Anecdotally, litigation appears to be increasing, but with clients making more of an effort up front to try and resolve disputes on a cost/benefit analysis.”
B
C
C RICHARD HOOD Member // Gust Rosenfeld // gustlaw.com Hood is listed in Best Lawyers in America and recognized in Top Lawyers in Arizona. Hood’s practice focuses on litigation for businesses, banks and governmental entities, including contract, partnership, trade secrets, franchise and environmental disputes. Professional advice: “Find a mentor. Law schools do a good job of teaching the law, but a good mentor will help a new lawyer learn how to practice. A mentor who will not only provide constructive advice, but will also teach by example, i.e. have the new lawyer sit in on client meetings, attend depositions and court hearings, provides the basis for a successful career.” Prized possession: “A watch given to me by my father for graduation from law school. He was always there to help, provide support and kid me when I was too full of myself.”
E
D MITCHELL RESNICK Co-founder and managing shareholder // Resnick & Louis // rlattorneys.com
D
Resnick is a renowned name in insurance and institutional defense litigation, representing hotels and casinos, retail stores, restaurants, as well as construction defect litigation, professional liability, bodily injury, transportation, life and disability litigation, employment law and intellectual property. Professional advice: “Hard work pays off. In order to be successful in this industry, you must care about your clients, your employees, and your work. Success will come, but there are no shortcuts.” Industry outlook: “In the coming year, I believe that more competitors are going to be looking at interstate and international opportunities. Whether that has a positive or negative impact for the legal industry, I am not sure. But simply put, I think more law firms are going to open up in more places.”
E RICHARD RIGHI Owner // Righi Fitch Law Group // righilaw.com Righi began his career trying felony cases for the Maricopa County Attorney’s Office, and for the past 20 years has focused his practice on personal injury, construction defect, product liability and professional liability. He is a member of ABOTA, having tried more than 50 cases to jury verdict. Righi has been named a Southwest Super Lawyer in two specialties: personal injury and construction. Professional advice: “Stick to your strengths. Thinking outside the box is great, but coloring outside your professional lines can get you into trouble, especially as a lawyer.” Prized possession: “My seven-foot unicycle. I grew up performing with a unicycle troupe that traveled throughout the Midwest. Our specialty was college basketball half-time shows.” 100 ABL | Nominate at azBIGmedia.com
Representation through experience, diversity and creativity. W H Y W E A R E U N IQ U E
MITCHELL J. RESNICK Mitchell Resnick is the co-founder and managing shareholder of Resnick & Louis, P.C.—a renowned name in insurance and institutional defense litigation representing hotels and casinos, retail stores, restaurants, transportation companies, as well as insureds for specialty lines, construction defect litigation, professional liability, bodily injury, transportation (auto/trucking/rental car), life and disability litigation, employment law, intellectual property, insurance coverage, first party property, and damage claims.
We have an internal quality control department that meets with lawyers on a regular basis to address the following: • Reporting
• Billing
• Strategy
• Exit Strategy
• Responsiveness
• Shelf Life Of Files
We are panel counsel for over 50 USA and UK insurance companies and syndicates and many self-insured entities. We have relationships with dozens of third party claims administrators in the United States and over 70% of our attorneys are senior level with 20+ years experience.
Mitch was previously named as one of the top attorneys with Southwest Super Lawyers and has been a featured speaker at different seminars around the country. Mitch is also a ranked Top 100 Lawyers in Las Vegas by My Vegas Magazine for 2017-2019.
The firm has a coast-to-coast footprint covering 10 states.
Washington Maine Montana
North Dakota Vermont
Minnesota
Oregon
New Hampshire Idaho
Wisconsin
South Dakota
New York Michigan
Wyoming
Pennsylvania
Iowa Nebraska
Nevada
Ohio
Maryland
Indiana
Illinois
Utah
West Virginia
California
Colorado
Kansas
Missouri
Massachusetts Rhode Island Connecticut New Jersey
Delaware
Virginia
Kentucky North Carolina
Arizona
Tennessee Oklahoma
South Carolina
Arkansas
New Mexico
Georgia Alabama Louisiana Mississippi
Texas
Florida
FIRM OPERATOR: 866.800.5040 / RLATTORNEYS.COM ARIZONA NEVADA
|
|
CALIFORNIA
NEW MEXICO
|
|
COLORADO
SOUTH CAROLINA
|
|
FLORIDA
TEXAS
|
|
MISSISSIPPI
UTAH
|
UNITED KINGDOM
law // ELDER LAW
A CHARLES ARNOLD Elder law and mental health attorney Frazer Ryan Goldberg & Arnold // frgalaw.com A
B
For nearly 50 years, Arnold has advocated for the rights of Arizona’s elderly and mentally ill. His successful class action lawsuit on behalf of Maricopa County’s seriously mentally ill population resulted in an Arizona Supreme Court ruling that led to hundreds of millions of dollars in additional state funding to care for seriously ill Arizonans. He is a member of the Maricopa County Bar Association Hall of Fame and was the first inductee in both the Mental Health America of Arizona Hall of Fame and the Arizona Fiduciary Hall of Fame. Professional advice: “Follow your passions, focus on people, and build trust-based relationships with as many good people as you can. And, of course, recognize your obligation to use the blessings of your education for positive purposes, to enhance the greater good.”
B NORA JONES Shareholder // Tiffany & Bosco // tblaw.com Jones concentrates her practice on probate and trust litigation, elder law, guardianships and conservatorships and estate and trust administration. She blends compassion and strength to resolve matters with her clients’ best interests at heart. Jones recognizes that issues in this area of law sometimes require out-of-the-box approaches and multi-faceted solutions and employs a holistic approach to achieve client goals. Personal strengths: “Compassion and hard work. My clients appreciate that I am genuinely empathetic to their personal struggles. My compassion propels me to work tirelessly for my clients. These qualities have grown my business as grateful clients appreciate having an attorney who truly cares about them and meeting their legal needs.”
D
C CALEB LIHN Founding partner // Taylor & Lihn // taylorlihn.com Lihn practices in the areas of estate planning, elder law, Medicaid/ALTCS long-term care planning, probate administration and litigation, special needs planning and guardianships and conservatorships. He is the current president of the executive council of the State Bar of Arizona’s Elder Law, Mental Health, and Special Needs Section, and president-elect of the Arizona chapter of the National Academy of Elder Law Attorneys. Personal strengths: “Early in my career, almost simultaneously, I experienced the birth of a daughter with special needs, requiring multiple heart surgeries before age three, and my mother suffering from dementia due to a brain injury. Navigating those experiences, on a personal level, gave me the empathy and compassion to better serve my clients.”
C
D EMILY TAYLOR Partner // Taylor & Lihn // taylorlihn.com Taylor graduated from Arizona State University in 2003, and shortly thereafter attended The University of Arizona, James E. Rogers College of Law, graduating in 2007. For the past 12 years Taylor has practiced solely in in the areas of probate, elder law, special needs planning, estate planning and end of life planning. Taylor was selected for inclusion in the Arizona Super Lawyers Rising Stars list in 2012, 2013, 2016, 2017, 2018, and 2019, a list which recognizes no more than 2.5 percent of attorneys in each state in a given year. She is also a member of the National Academy of Elder Law Attorneys, a professional association of attorneys who are dedicated to improving the quality of legal services provided to people as they age and people with special needs.
E CRAIG WISNOM Attorney at law // Bogutz & Gordon // bogutzandgordon.com E
102 ABL | Nominate at azBIGmedia.com
Wisnom is a certified specialist in estate and trust law with the Arizona State Bar and a certified elder law attorney. He is also a licensed fiduciary, and regularly serves as trustee, guardian and other fiduciary roles. Professional advice: “Listen to your clients. You don’t need to impress them with your knowledge, at least not initially, and the most valuable thing you can do is take the time to understand their concerns and questions, and THEN apply your knowledge to help them.” Industry outlook: “Excellent. There is always room for great people, especially in our area, and the demographics of society combined with the additional complexity of our financial and legal system leaves plenty of room for growth.”
Wills & Trusts | Guardianship & Conservatorship | Special Needs Trusts | ALTCS - Long Term Care Planning | Probate & Trust Litigation | End-of-Life Planning | Probate & Trust Administration
2001 East Campbell Avenue, Suite 203 Phoenix, AZ 85016 (480) 699-4135 | www.taylorlihn.com Nominate at azBIGmedia.com | ABL 103
law // EMPLOYMENT & LABOR RELATIONS
A JOHN BALITIS Partner // Jennings Strouss & Salmon // jsslaw.com Balitis is a labor and employment law practitioner with more than 30 years of experience representing clients in Arizona as well as in Colorado. He counsels individuals, private sector businesses, and public employers on a complete spectrum of personnel matters. He regularly represents parties in a broad range of administrative proceedings and litigates in both federal and state courts, where he has bench, jury trial and appellate experience. Personal strengths: “I am collaborative. I believe this approach to solving problems and addressing issues has helped me succeed in my work and career because of the way in which it enriches client relationships. Partnering with clients in meeting their needs is much more meaningful and productive than simply working for them.”
B A
B JOSEPH CLEES Shareholder // Ogletree Deakins // ogletree.com Clees is a founding shareholder of the Phoenix office of Ogletree Deakins, one of the world’s largest employment firms. He has been honored as one of the top employment lawyers in the country and selected as “Phoenix Lawyer of the Year” for Employment Law and Labor Law. Clees has been recognized as one of the “100 Most Powerful Employment Lawyers in America” by HR Executive Magazine for many years and as one of the “Top 100 Lawyers in Arizona.” Industry outlook: “Our employment practice will continue to be robust — regrettably, for employers. Employment and labor law is increasingly high-stakes, collectivized, counterintuitive and inconsistent. And workers are increasingly aware of their rights and willing to assert claims, as the #MeToo movement has demonstrated.”
D
C
C JOHN ALAN DORAN Member // Sherman & Howard // shermanhoward.com Doran has more than 25 years of experience counseling and successfully representing employers in all facets of labor and employment law matters. He regularly represents employers in mass employment, wage/hour class and collective action litigation, as well as employment discrimination, public accommodations discrimination, and wrongful termination litigation. He also represents management in areas of traditional labor law, including the defense of unfair labor practices charges and arbitrations. Prized possession: “The scorecard from the first time I ever beat my father at golf. It was awesome to beat him for the first time, yet depressing to realize that he wasn’t invincible anymore. That being said, looking back I’m pretty sure he discretely threw the round.”
D AMY GITTLER Principal // Jackson Lewis // jacksonlewis.com Gittler advises, counsels, and defends corporations and business professionals in all aspects of employment, including wrongful termination, sexual harassment, wage and hour and employment discrimination. She is a frequent lecturer in the area of employment law and regularly conducts harassment prevention training programs for businesses. In 1983, Gittler argued and prevailed before the United States Supreme Court in Arizona Governing Committee v. Norris, a case which held it is unlawful for an employer to pay lower monthly benefits to women than men upon retirement. Gittler has successfully represented employers in state and federal court in the full range of employment matters including discrimination, sexual harassment, ADA, ERISA, whistle blowing and wage and hour claims.
E KRISTY PETERS Shareholder // Littler // littler.com Peters represents and counsels employers regarding all types of labor and employment matters. Peters litigates matters in federal and state court, including wrongful termination claims, discrimination and harassment claims, and trade secrets and unfair competition claims. She regularly appears in front of the EEOC in the investigation, mediation, and conciliation process. Peters also drafts employment agreements and restrictive covenants, drafts employer policies and handbooks, conducts employee training and advises on workplace issues. Prized possession: “My single share of Green Bay Packers stock — framed and hanging in my office. As a lifelong Packers fan, I was excited to purchase a share in 2011. It’s a proud reminder of my Wisconsin roots and it is fun to be able to say I’m an NFL owner.”
104 ABL | Nominate at azBIGmedia.com
E
law // EMPLOYMENT & LABOR RELATIONS
A ANNE MEYER Partner // Snell & Wilmer // swlaw.com Meyer counsels clients in the design, documentation and implementation of qualified and nonqualified retirement plans and executive compensation programs. She also advises clients on benefits and compensation issues in connection with corporate transactions. Personal strengths: “I grew up in small town Iowa where everyone worked hard and cared about each other. Those qualities have guided my legal practice. I care deeply about my clients, their businesses and their issues, and I strive to help those clients solve problems and achieve opportunities.” Industry outlook: “The law firms and attorneys that thrive in any economy are those that focus on building and enhancing client relationships and identifying new and innovative ways to deliver value and results.”
A
B
B STEPHANIE QUINCY Partner // Quarles & Brady // quarles.com Quincy is chair of Quarles & Brady’s Labor & Employment Practice Group in Phoenix, where she maintains a regular caseload of employment litigation matters and has extensive trial experience and handling class action and multi-plaintiff lawsuits. She counsels employers on a variety of employment law matters, including discrimination, retaliation, covenants not to compete, wrongful termination, sexual harassment, and defamation. Professional advice: “Be adaptable. The industry is changing quickly and clients are dictating the change, not lawyers. Keep learning and don’t be afraid to try new things.” Prized possession: “My Dad bought me a necklace shortly before he died. It isn’t worth much monetarily. It is worth everything to me and I keep it with me all the time.”
C
C J. RUSSELL SKELTON Partner // Jones, Skelton & Hochuli // jshfirm.com With 50 years of experience, Skelton focuses his practice in the areas of medical malpractice and workers’ compensation defense. He is a Fellow in the American College of Trial Lawyers, and a member of the American Board of Trial Advocates. Personal strengths: “I have always tried to provide the best client service possible, by serving as an advocate, listening and responding to their needs, and treating them fairly.” Industry outlook: “Law firms are in a constant state of change. To remain competitive, firms must respond to increasing client demands, find efficiencies in staffing and pricing models, and streamline their service offerings. All this must be done while still providing the most experienced and effective services possible.”
D MICHELLE SWANN Partner // Radix Law // radixlaw.com Swann practices in the areas of commercial litigation and employment law. She has extensive experience in civil rights matters, wage and hour compliance, contract disputes, unfair competition, trade secrets and constitutional torts. She graduated with a JD with high honors from Chicago-Kent College of Law: Order of the Coif in 1999. She also has a BS from Arizona State University. Industry outlook: “We will continue to see non-competition and non-solicitation be a focus in employment law as employees move from job to job. The rising minimum wage will continue to be an issue for small to mid-sized with unskilled labor and how they deal with it will be a potentially new area for increased legal involvement.”
D
E DEBORA VERDIER Partner // Manning & Kass, Ellrod, Ramirez, Trester // manningllp.com Verdier defends employers in labor and employment disputes. She is an adjunct professor at the Sandra Day O’Connor College of Law at ASU. Verdier was named by AZ Business Magazine as one of Arizona’s Top 100 Lawyers each year from 2016-2019. Personal strengths: “A strong desire to succeed and a healthy level of insecurity. Those two qualities have resulted in a work ethic and focus on preparedness. I may not always be the smartest lawyer in the room, but I definitely always strive to be the most prepared.” Prized possession: “A framed print of Cbabi Bayoc’s ‘Reine Keis Quintet,’ which was the album cover art for Prince’s Rainbow Children album. It is one of my favorite albums and the artwork is beautiful. It represents music, creativity, and diversity, all of which I value in my life.”
106 ABL | Nominate at azBIGmedia.com
E
law // ESTATE PLANNING & PROBATE
A MARK BREGMAN Partner // Dyer Bregman & Ferris // dbfazlaw.com Bregman was a lead probate attorney in landmark probate litigation that established in Arizona the enforceability of a living trust as a contract. He was also the lawyer responsible for the decision approving pre-bankruptcy disclaimer planning that has nationwide significance and has litigated the limits of protective trusts. As a frequent lecturer, facilitator, bar association leader and volunteer, he contributes to the fabric of the Phoenix legal and charitable communities. He is past president of the Scottsdale Bar Association, a former judge pro-tempore for the Maricopa County Superior Courts and has been a volunteer softball coach, mock trial coach for Saguaro High School and alternate committee member of the State Bar discipline committee.
A
B WILLIAM CLARKE Chair, Estate Planning and Probate Department Jennings, Strouss & Salmon // jsslaw.com Clarke has provided counsel to clients for more than 35 years. He advises Arizona individuals and family-owned businesses on estate planning, probate administration, business succession, corporate and real estate transactions. Clarke also represents clients in contested probate matters, including assisting surviving spouses and heirs in estate disputes with family members over the allocation and distribution of assets. He also serves as counsel to numerous clients seeking guardianships and conservatorships. Professional advice: “Have a plan to develop your own clientele. Being an attorney isn’t just about practicing law. It’s a business and you need to consider how you will build your practice and manage your clientele. As an attorney, the only security that you have is your personal clientele.”
C
D
C ALISA GRAY Shareholder // Tiffany & Bosco // tblaw.com Gray’s practice emphasizes probate and trust litigation and mediation, and elder law such as guardianships and conservatorships for incapacitated persons. She serves as an expert witness in fiduciary matters. Gray is a frequent speaker at events, including providing instruction on reducing stress in the workplace. Personal strengths: “Perseverance, commitment to prompt and frank communication, and an emphasis on problem-solving rather than simply litigating every dispute.” Industry outlook: “The industry of probate and elder law practice continues to be strong and I don’t see that changing. People are living longer than ever imagined, requiring flexible and creative approaches to managing resources, as well as creating more awareness of the challenges associated with aging in our modern society.”
E
B
D STEVEN JACKSON Owner // Steven M. Jackson Law Group // jacksonlawgroupaz.com Jackson is an estate planning and probate litigation attorney who prides himself on listening to clients to gain the necessary information with which to create options. Jackson’s approach to estate planning is to guide clients through possibilities while the client makes decisions. Personal strengths: “The personal qualities that helped me to become successful are patience and inquisitiveness. Patience is key when listening or guiding clients in making tough decisions that will impact their livelihoods and families. Inquisitiveness drives me to learn and explore alternative options that help in providing value for clients.” Industry outlook: “The population continues to grow in the state and it continues to be a place for people to retire. I don’t see any signs of a slowdown in the near future.”
E HOPE LEIBSOHN Estate planning attorney // Sherman & Howard // shermanhoward.com Leibsohn assists clients in developing customized legacy plans so that the inheritance they leave behind for family, friends, and charities reflect not only their tax planning objectives, but also their core life values. Leibsohn says she has the privilege of working with distinguished individuals who are seeking to create a meaningful impact as part of their overall legacy plan. Personal strengths: “First and foremost, I listen. I meet my clients where they are at based on their unique world views and objectives. My attention to detail and natural curiosity combine together in my role as teacher and as scrivener. Enthusiasm and optimism are core traits of mine.” Prized possession: “I cherish my passport, as it allows me to travel with my husband to experience worldwide arts and culture.” 108 ABL | Nominate at azBIGmedia.com
GEN UINE PART NER To be competitive, you need partners who will help you seize every opportunity. Jennings Strouss has a deep understanding of business and law. When you work with us, you’ll have a team of legal experts who are dedicated to your vision for success.
John C. Norling, Managing Attorney jnorling@jsslaw.com, 602.262.5882 One E. Washington Street, Suite 1900 Phoenix, AZ 85004-2554
law // ESTATE PLANNING & PROBATE
A PHOEBE MOFFATT Attorney, certified specialist in estate and trust law Sacks Tierney // sackstierney.com
A
B
Moffatt is a certified specialist in Estate and Trust Law by the Arizona Board of Legal Specialization, and a Fellow of the American College of Trust & Estate Counsel (ACTEC), demonstrating her expertise in complex estate and trust matters. Personal strengths: “Some personal qualities that helped me become successful is listening carefully to the goals my clients wish to accomplish, communicating clearly, genuinely caring, keeping current with new laws, and maintaining the highest standard of ethics, professionalism, and integrity. These qualities result in clients and others having faith in my abilities.” Professional advice: “Be passionate and excited about whatever you do. If you find pleasure in what you do, you will enjoy doing it.”
B SONIA PHANSE Partner // Shein Phanse Adkin // sspa.law Phanse’s practice focuses on business, tax, estate planning and commercial lending. She assists clients with complex business transactions, entity formation, mergers and acquisitions, employment and operating agreements for large and small business. Personal strengths: “Maintaining communication with clients. We’re often handling multiple cases and different deadlines and clients appreciate being kept informed of their matters every step of the way.” Industry outlook: “Technology and the Internet are certainly catalysts, but the legal services industry itself is transforming, as lawyers and third-party service providers, such as CPAs, appraiser, brokers, and engineers, are able to better coordinate their respective tasks and responsibilities and communicate with clients on a coordinated basis.”
C
C JAMES RYAN Managing partner // Frazer Ryan Goldberg & Arnold // frgalaw.com A fellow of the American College of Trust and Estate Counsel and a Certified Specialist in Estate & Trust Law, Ryan is widely acknowledged in Arizona legal and business circles for complex estate and business planning. He is a board member for the Arizona Community Foundation and 100 Club of Arizona, and serves on the Bankers Trust Company of Phoenix community board of directors. Prized possession: “My reputation for integrity and caring. It is what my father told me as a child would be the only thing that I would take with me to my grave.” Industry outlook: “The demographics of Americans who are aging into the prime estate and tax planning phases of their lives, combined with the rapid rate of technological change, will pose new challenges in serving clients on their terms.”
D W. JOHN SKABELUND Partner // Davis Miles McGuire Gardner // davismiles.com D
Skabelund brings a unique perspective to the practice of law. He is a serial entrepreneur, served as an auditor, and is in the Boy Scouts of America Hall of Fame (Mesa District). As an estate planner, his passion is in providing security and peace of mind to his clients by providing real solutions to both families and business owners. Professional advice: “We live in a do-it-yourself world. Technology, online or in an app, gives the general public the false confidence that they can achieve the same result without an attorney. It is critical for anyone entering the legal profession to become indispensable as an expert that cannot be duplicated by technology. Once you become that expert, you must be able to educate others why you are irreplaceable.”
E NICHOLE WILK Attorney // Jaburg | Wilk // jaburgwilk.com E
110 ABL | Nominate at azBIGmedia.com
Wilk has been practicing law in Arizona since 2009. Her primary practice focuses on real estate transactions, creditor’s rights, commercial litigation, and collection matters. In addition to her commercial litigation and transaction practice, Wilk assists clients with probate issues, including obtaining guardianships and conservatorships for minor children, vulnerable adults, and other people that need protection. Personal strengths: “I am extremely detail oriented, which is useful as a transactional attorney. Also, I don’t take myself too seriously. The practice of law can be emotionally draining at times. Being able to find humor and levity in my practice helps keep me from burning out during extremely stressful times.”
law // HEALTHCARE
A SUSAN BRIENZA, PHD Shareholder // Ryley Carlock & Applewhite // rcalaw.com/sbrienza Brienza has practiced in the area of regulatory compliance and laws governing natural products for more than 20 years. She focuses on the federal laws (FDA, USDA, and FTC) regulating the manufacture, labeling, marketing, and sales of organic foods, dietary supplements, “functional foods,” sports drinks, pet supplements, cosmetics, “cosmeceuticals,” medical foods, homeopathic drugs, and OTC drugs. In addition to regulatory compliance in food and drug law matters, Susan counsels clients in advertising law—in all areas of marketing including print ads, websites, TV and radio ads, infomercials, telemarketing, consumer testimonials, expert endorsements, contests and free offers and social media promotions.
A
B
B ROBIN BURGESS Owner, Officer // Sanders & Parks // sandersparks.com Burgess is an experienced trial attorney who emphasizes healthcare defense, employment law, personal injury and municipal liability in her practice. She has tried cases in state and federal courts, on issues ranging from complex medical negligence claims, to constitutional claims, and has argued appeals in all Arizona courts and before the 9th Circuit Court of Appeals. Personal strengths: “Tenacity and a focus on finding sometimes creative solutions to problems have been motivators and probably helped set me apart from my peers early in my career, and remain as driving forces for me to this day.” Prized possession: “A client once gave me a little football trophy to thank me for successful representation and I keep it on hand as a reminder that what I do does touch others’ lives.”
C EDWARD COMITZ Member // Comitz // beethecobelaw.com
C
Comitz has developed one of the most successful disability insurance practices in the country, exclusively representing professionals (primarily physicians, dentists and other attorneys). Personal strengths: “About 10 years ago, I suffered a spinal injury that caused a precipitous decline in the quality of my life for many years. I still struggle, but not to the extent that I did years ago. I believe that this experience has made me more sympathetic to conditions and limitations that others may not fully understand.” Industry outlook: “Insurers are issuing new private disability policies that are carefully crafted to make it much more difficult for policyholders to collect benefits. These new provisions restrict coverage in ways that can dramatically impact professionals who need to file disability claims, requiring much more vigilance and advocacy than previously required.”
D KRISTEN ROSATI Partner // Coppersmith Brockelman // cblawyers.com
D
Rosati is considered one of the nation’s leading “Big Data” and HIPAA compliance attorneys. She also has deep experience in data breaches, health information exchange, data sharing for research and clinical integration initiatives, clinical research compliance, clinical trials contracting and biobanking and genomic privacy. Professional advice: “Learn the business. Healthcare lawyers give better and more practical, creative legal advice when they have a deep understanding of how their advice affects their clients’ day-to-day operations.” Industry outlook: “Healthcare continues to change at breakneck speed. Healthcare law is in flux, with healthcare reform, regulatory updates and new federal and state law. But healthcare technology evolves even more quickly, posing real challenges for the law to keep up with it.”
E ANDREW TURK Senior counsel // Clark Hill // clarkhill.com
E
112 ABL | Nominate at azBIGmedia.com
Turk is a member of the Litigation and Health Care Practice Groups. As an advocate, mediator, and arbitrator, he focuses his practice on complex litigation. Turk is an experienced and sophisticated commercial litigator with a diverse practice including breach of contract, non-solicitation and fiduciary duty claims. Prized possession: “As a kid, my bicycle represented freedom. That is still true today. For me, bikes are indelibly linked to health and fitness, the outdoors and just enjoying life.” Industry outlook: “We face a lot of challenges, both internal and external. Good lawyers constantly struggle to make the system work better, to increase transparency and access. At the same time, changes in technology have drastically changed how we practice. Change is constant and most of it is exciting and good.”
law // INSURANCE
A ALISON CHRISTIAN Shareholder // Christian Dichter & Sluga // cdslawfirm.com Christian is an AV-rated shareholder at Christian Dichter & Sluga, a certified women-owned law firm in Phoenix, and her practice is dedicated to insurance coverage and insurance litigation matters. She co-founded a program to empower women lawyers called “Ladder Down” in 2012. The program is unique in both structure and content, and is dedicated to instruction in three key areas: leadership, business development and mentoring. Personal strengths: “I have an obsessive attention to detail, a collaborative approach to conflict resolution, a direct communication style, and an ability to weather the storms. Neither the practice of law nor running a business is for the faint of heart and these traits have helped sustain me throughout my career.”
A
B
B RICHARD PLATTNER Partner // Plattner Verderame // plattner-verderame.com In 1979, two years out of law school, Plattner handled a pro bono women’s rights case from start to successful conclusion at the Arizona Supreme Court, establishing the right of married women to keep their last name if they wished to. Plattner was an active participant in battles to protect the Arizona Constitution from the insurance industry and big business interests in 1986, 1990 and 1994. He has been called upon multiple times over the years to testify at the Arizona Legislature regarding bills affecting consumer rights, product liability, medical malpractice and insurance law. Plattner has argued multiple appellate cases and has appeared before the Ninth Circuit Court of Appeals, Arizona Supreme Court and Arizona Court of Appeals.
C STEVEN PLITT Partner // The Cavanagh Law Firm // cavanaghlaw.com
C
Plitt is a senior member of The Cavanagh Law Firm in Phoenix, where he maintains a national insurance law practice. He is an adjunct law professor at the University of Arizona, where he teaches insurance law. He has written books on insurance law and 350 academic journal articles and other insurance related publications. Personal strengths: “Perseverance and passion are the two essential ingredients to success in my opinion. Good things take time, especially success. Plot your course and have the patience to follow through. Sometimes, success takes a very long time and can only be measured when looking backwards on the sacrifices that you made. I am passionate about everything I do. Mediocrity is an unacceptable outcome. It all starts with a disciplined commitment to not be average.”
D MARK WORISCHECK Managing shareholder // Sanders & Parks // sandersparks.com Worischeck’s practice emphasizes complex civil litigation, primarily in the areas of insurance coverage, aviation law, construction litigation and personal injury. Worischeck has been repeatedly recognized as one of Arizona’s Top 50 Lawyers by Southwest Super Lawyers and twice selected by Best Lawyers as “Lawyer of the Year.” Personal strengths: “Enjoying what I do coupled with the drive to excel has allowed me to gain the confidence of others.” Professional advice: “Choose an area of the law that you enjoy, become an expert at it and treat others with courtesy and respect.” Industry outlook: “The legal profession is in growth mode and many new job opportunities are being created.”
D
E KURT ZITZER Senior partner // Meager & Geer // meagher.com Zitzer is a litigation attorney who practices out of the firm’s Chicago, Illinois and Phoenix, Arizona offices, and is a leader of the firm serving on its Management Committee. He serves as the practice chair for the firm’s Commercial Litigation and Professional Liability practice groups. Zitzer was recently honored by his peers by being selected once again as one of the Top 50 attorneys in the Southwest by Southwest Super Lawyers. Additionally, AZ Business magazine selected Kurt as one of Arizona’s top 100 lawyers. Personal strengths: “Customer service is very important. Clients want responsiveness. I have found that timely communication, coupled with clear advice and concrete resolution strategies help foster client and long-term business relationships”
E
Nominate at azBIGmedia.com | ABL 113
law // IMMIGRATION
A LISA DURAN Member // Dickinson Wright // dickinsonwright.com Duran’s practice focuses on business immigration. She has received Lawyer of the Year recognition for her practice area from both Best Lawyers and Global Law Experts and has been listed in Southwest Super Lawyers. In addition to her active law practice, Duran served as adjunct professor of business immigration for many years at ASU’s Sandra Day O’Connor College of Law. She has also served on the board of directors for the UMOM New Day Center. Professional advice: “The current environment for employment-based immigration is extremely restrictive. New practitioners should come to the practice ready to fight for outcomes that were relatively simple to achieve in years past. My litigation background has served me well during these restrictive times.”
B A
B GLORIA GOLDMAN Partner // Goldman & Goldman // immigrantvisalawyers.com Goldman arrived to the U.S. as a refugee in 1949. Her parents were refugees from Europe and survivors of the Holocaust. Her undergraduate degree was in deaf education. She received her law degree from the University of Arizona in 1991 at the age of 42. During 30-year law career, Goldman has helped families from around the world. Personal strengths: “I treat clients with honesty and empathy. This commitment to the truth in every case brings many repeat clients, as well as referrals.” Professional advice: “Make sure to understand that this is a complex area of law. It is best to take cases step by step. Most important is seeking continued education and mentors.” Industry outlook: “Because of the current situation in our country, the work will continue to be overwhelming.”
E C
C ROBERT MCWHIRTER Founder // Law Offices of Robert J. McWhirter // robertjmcwhirter.com McWhirter is one of the premier criminal defense attorneys in Phoenix, as well as a widely regarded constitutional scholar. He continues to teach other lawyers criminal law, constitutional law and trial advocacy, as well as maintaining an active private practice. Personal strengths: “I care about my clients and always try to do the best for them. I have their interest in mind whether I am fighting for them at trial, preparing motions and legal issues on their behalf, or seeking a just resolution of their problem short of trial.” Professional advice: “Work hard, stay client-centered and try to maintain balance in life.” Prized possession: “My stand-up desk that I built myself. It allows me to work all day and stay alert.”
D SANDRA SHERIDAN REGUERIN Partner // Fragomen, Del Rey, Bernsen & Loewy // fragomen.com Sheridan Reguerin has practiced business immigration law exclusively since 1996. She has extensive experience with L-1 and consular matters, J-1 program administration and waivers, H-1B and O-1 visas and permanent residency. She serves as vice chair of the American Immigration Lawyers Association State Department Liaison Committee. Professional advice: “If you enjoy helping people from different cultures who are highly intelligent and innovative in their respective fields, business immigration is an ideal legal field.” Prized possession: “In my office, I keep small token gifts from around the world that I received over the years from clients whom I helped through difficult legal issues. When the work is challenging, these remind me that the work I do has a tangible impact on others’ lives.”
E REBECCA WINTERSCHEIDT Partner // Snell & Wilmer // swlaw.com Winterscheidt has been practicing law at Snell & Wilmer since 1983. She splits her practice between employment defense work and business immigration. She represents companies at all stages of employment disputes, from the administrative charge through trial if necessary. In the immigration area, she assists companies with obtaining work visas and ultimately green cards for their foreign national employees. Winterscheidt also serves as a private mediator and arbitrator of employment disputes. Professional advice: “Be the master of your own destiny. If you are unhappy, figure out a way to make a change. Recognize the need for balance in your life between your work, your personal mental and physical health, your family and giving back to the community.”
114 ABL | Nominate at azBIGmedia.com
D
law // INTELLECTUAL PROPERTY
A LEO BEUS Co-founder // Beus Gilbert // beusgilbert.com Beus leads the firm’s litigation department, with emphasis on representing plaintiffs in complex litigation involving securities, real estate, investment fraud, lender liability, professional malpractice, antitrust, trademark, intellectual property and directorship liability. Beus has been the lead litigator in plaintiffs’ cases resulting in verdicts and settlements totaling in excess of $4 billion for his clients. Personal strengths: “Prepare, prepare, prepare and think.” Professional advice: “Study hard, understand syllogistic reasoning and have passion for what you do.” Industry outlook: “It will continue to be good because people really have a hard time getting along, and that’s a sad thing for our society.”
A
B GARLAND BROWN, JR. Co-founder // Weiss Brown // weissbrown.com
B
Outnumbered. With four daughters, and two female dogs, Brown is slightly outnumbered – but he wouldn’t have it any other way. As a former NCAA All-American 800 meter runner and multiple Big East Conference champion, Brown frequently attends track and field events, including the Olympics. The American Bar Association has named Brown one of America’s “Techiest” Lawyers and he is a frequent speaker for emerging technology-based businesses. Personal strengths: “I like the discipline and focus it takes to be a runner. As a lawyer, you need to focus. I like to solve problems and I like my firm to solve problems. When people come to us, we really listen to what their ultimate goals are. We do things that a lot of other people could do, but are afraid to.”
C
C GEORGE CHEN Partner // Bryan Cave Leighton Paisner // www.bclplaw.com Chen is a member of the firm-wide international board of Bryan Cave Leighton Paisner, which is one of the Top 50 law firms in the world. He also is the leader of the Intellectual Property Practice Group in the Phoenix office. He partners with long-term clients to develop, protect, litigate, and license patents, copyrights, trademarks and trade secrets. Industry outlook: “The outlook for the legal industry is bright with many opportunities for growth. The industry continues to evolve, especially with (1) the development of artificial intelligence and software automation; (2) the expanding data privacy laws; and (3) the growing prevalence of patents, trademarks, copyrights, trade secrets and other forms of IP.”
D
D ROSEMARIE CHRISTOFOLO Co-founder, co-owner // Christofolo Schermer Consulting christofoloschermer.com
E
Christofolo is the co-founder of Christofolo Schermer Consulting, a firm that works with clients around the country on leadership development, organizational design, team alignment, communications and planning. Christofolo’s work is informed by her years of practical experience as a successful intellectual property lawyer and senior business executive in a global company as well as extensive training in organizational development, communications and leadership. Professional advice: “Helping others navigate complex and demanding professions requires practical, real world experience and ongoing learning to keep up with evidence based best practices. Insist on growth — your own and your client’s — to drive performance and engagement.”
E JOHN CUMMERFORD Shareholder // Greenberg Traurig // gtlaw.com Cummerford’s professional career focuses on computers and software and all aspects of technology. He began his career as an in-house lawyer at IBM, later serving as general counsel for two California-based software companies. He then went into private practice in the Silicon Valley before coming back to Phoenix. Personal strengths: “Every business comes down to one word: service. Put your clients first, make their interests your interests and they will remain loyal.” Prized possession: “Several years ago, I inherited our family bible that my great-greatgrandfather acquired in Wilmington, Del., shortly after the Civil War. He was an Irish immigrant who started a thriving cattle and sheep business, and became quite wealthy, but he never forgot where he came from.” 116 ABL | Nominate at azBIGmedia.com
law // ALTERNATIVE DISPUTE RESOLUTION
A SHAWN AIKEN Attorney // Shawn Aiken // shawnaiken.com Shawn Aiken is a Fellow of the American College of Trial Lawyers, the College of Commercial Arbitrators, the American College of Civil Trial Mediators, and the Academy of Court-Appointed Masters. Super Lawyers has ranked Shawn Aiken among the “Top 50 Arizona Lawyers” for 10 straight years. Since 2007, he has been listed in The Best Lawyers in America (Commercial Litigation), Phoenix Lawyer of the Year (Mediation) for 2012 and 2015, and Phoenix Lawyer of the Year (Arbitration) for 2019. Professional advice: “Be ready. Surround yourself with buoyant, energetic people. Guard your own time and energy. Stay healthy. Work hard because hard work creates more opportunities. In the end, after the failures, persistent work triumphs.”
A
B
B MICHAEL BEALE Partner // Beale, Micheaels, Slack & Shughart // beale-micheaels.com Beale began practicing law in 1968. Prior to forming Beale, Micheaels, Slack & Shughart, he was a partner at Jennings, Strouss & Salmon in Phoenix. Beale practices in the areas of general tort litigation, medical malpractice, products liability, personal injury, aviation law, insurance and utility litigation, representing both plaintiffs and defendants. Beale has participated in more than 100 jury trials. He has been listed in Best Lawyers in America in every biannual edition since 1989. He is a Fellow in the American College of Trial Lawyers, the most prestigious society of trial lawyers in the country, with membership limited to the top 1 percent of lawyers. In 2009, he was given the Professional Achievement Award by the James E. Rogers College of Law at the University of Arizona.
C JAMES COOL Managing partner // Honor Law Group // aztrialattorneys.com
C
Cool’s practice is not defined by a particular area of law or subject matter, rather, he focuses on representing good people and companies who need responsive legal guidance. His mission is to counsel his clients about their options and to work together to achieve the outcome that best meets their goals. Cool helps his clients find cost-effective and practical solutions to serious problems. Personal qualities: “Empathy, kindness, patience, tolerance, humility and creativity are virtues I strive to model and which have proven immensely helpful in my practice as a litigator and neutral and also in business development. I would encourage fellow lawyers to be more generous with our time and more patient with our clients.”
D MONICA DONALDSON STEWART Managing attorney // Donaldson Stewart // donaldsonstewartlaw.com Donaldson Stewart practices family law, including collaborative divorce and mediation. She serves as a Judge Pro Tem for the Maricopa County Superior Court, conducting settlement conferences. Personal qualities: “I consider myself to be a peacemaker. When people hear that I’m a divorce attorney, they often look at me with disdain, but their attitude changes when I explain my personal/professional philosophy: I pride myself on being part of the solution rather than part of the problem.” Industry outlook: “I’ve seen a trend in family law toward alternative dispute resolution — mediation and other out-of-court options. My outlook is positive, and I hope more attorneys will encourage families to resolve disputes between themselves rather than leaving it up to the well-meaning stranger in the black robe.”
D
E DANIEL DOWD Partner // Cohen Dowd Quigley // cdqlaw.com Dowd is a senior partner and chairman of CKDQ, a 15-lawyer complex commercial litigation firm that handles a wide variety of disputed matters, often representing the plaintiff. Personal strengths: “An insatiable desire to learn and a healthy fear of failure. Very early in my career, I decided I never wanted anyone in the courtroom to know more about a matter than me. This goal really helped me get comfortable in high-pressure environments. With preparation comes confidence.” Professional advice: “No revelations here — leave your ego at the door, roll up your sleeves, be a team player and work your tail off. If your focus is on becoming a great lawyer, you will never have to worry about your hours. If your focus is on hours, you won’t become a great lawyer because you will have an ‘off’ switch.”
E
Nominate at azBIGmedia.com | ABL 117
law // LAND USE A ED BULL Shareholder // Burch & Cracchiolo // bcattorneys.com For more than 35 years, Bull’s practice has focused on zoning and land use. He is certified as a Real Estate Specialist by the Arizona Board of Legal Specialization. A peer review rated AV 5.0 Preeminent attorney, Bull has been recognized by Chambers USA, Best Lawyers in America , Super Lawyers of the Southwest , Arizona’s Finest Lawyers, AZRE’s People to Know, Who’s Who in Arizona Law and others. Personal strengths: “Balancing administrative demands, client representation, family and self takes focus. Time management, having the right staff, delegation and a tireless passion for what I do is the successful formula for me.” Industry outlook: “My outlook for our industry is extremely healthy. With our hard work and vision, we will continue to develop our Valley into one of the most prosperous business hubs and best places to live in our country.”
A
B GRADY GAMMAGE, JR. Partner // Gammage & Burnham // gblaw.com Gammage is one of the founders of Gammage & Burnham and has had a varied and diverse 40year career in real estate law and public policy in Arizona. He has been at the forefront of urban development in Maricopa County. He teaches land use regulation in both the Sandra Day O’Connor College of Law and the W.P. Carey School of Business at Arizona State University. Professional advice: “Be prepared to cope with a lot of change. And, find your personal style that you are comfortable with. Don’t pretend to be something other than what you are.” Industry outlook: “We will continue to boom our way right through 2020. Employment growth will continue to be strong and that is great. Growing a diverse economy beyond just construction and migrants coming for the Arizona sunshine is the most important thing we can continue to cultivate.”
B
C JASON MORRIS Founding partner // Withey Morris // witheymorris.com Throughout his career, Morris’ practice has been exclusively in land use, planning, zoning, and administrative law. His experience in the field includes all levels of entitlement throughout the state. His expertise has been critical to state legislative efforts surrounding land use over the past two decades and his cases include many of the area’s most significant and notable developments. Personal strengths: “I try to see things not only from the perspective of clients, but also all other stakeholders. If you can effectively convey your position and be able to explain other people’s perspectives, you can often reach a good result.” Prized possession: “My father’s watch. He passed away when I just turned 15 years old and it is a constant reminder of his hard work, love, wisdom and humor.”
C
D WENDY RIDDELL Managing member // Berry Riddell // berryriddell.com
D
Riddell specializes in land use and lobbying at a local level. She represents development clients throughout the Phoenix metropolitan area, including major national homebuilders, Fortune 50 retailers, multifamily developers; and resort, hospital, office and industrial builders. Professional advice: “To succeed today being talented is not enough; you must be willing to work harder than everyone else in the room and you can’t take no for an answer.” Industry outlook: “It is amazing to see the types of projects coming down the pipeline that we are seeing, and the investment coming into the Valley on a daily basis. People are attracted to the Phoenix metro area because of our incredible quality of life. I think you are going to see more companies choosing to relocate to the Valley and more continued economic growth.”
E DARIN SENDER President and founder // Sender Associates // senderlaw.com
E
118 ABL | Nominate at azBIGmedia.com
For more than 20 years, Sender has helped clients obtain zoning entitlements for mixed-use, residential, commercial and industrial projects. She received her JD from DePaul University College of Law and her BS in Design of Architecture from ASU. She teaches zoning and land use law in the Master of Real Estate Development program at ASU. Personal strengths: “My ability to focus on what’s important, treating people with respect and valuing my reputation have shaped my career. Focusing on matters important to my clients and treating people with respect earn the trust of those I work with, and my reputation has allowed me to achieve the clientele and success I have had thus far.” Industry outlook: “I believe the CRE industry will continue to grow, but as we all learned in 2008, be conservative and measure your risk.”
Nominate at azBIGmedia.com | ABL 119
law // MANAGEMENT
A JENNIFER CRANSTON Shareholder // Gallagher & Kennedy // gknet.com Cranston is a home-grown Gallagher & Kennedy shareholder and newly elected member of the firm’s Board of Directors. Since joining G&K in 2000, she has developed a unique practice focused on condemnation, insurance and public utility law. Thanks to her professional diversity, Cranston has experience working with and representing a variety of clients across several industries, which experience gives her a balanced perspective that compliments her practical, cost-effective approach to problem solving and meeting client needs. Professional advice: “Law is a service industry, much like the restaurant business. The product can be excellent, but if the service is lousy, you won’t have happy customers, which means no repeat business or referrals.”
C B
B MATTHEW FEENEY Chairman // Snell & Wilmer // swlaw.com Feeney is the chairman of Snell & Wilmer, one of the largest law firms in the Western United States, with offices in Arizona, California, Nevada, Utah, Colorado, and Los Cabos, Mexico. His practice is concentrated in the areas of mergers and acquisitions and corporate governance matters. Professional advice: “Build relationships. Not only is it a good way to develop as a lawyer, it’s a satisfying and fulfilling way to walk the world.” Prized possession: “My collection of Feeney Family DVDs. Each year I put together a slideshow of my family’s activities, solicit background music suggestions from my wife and five children, and unveil it in early January. My family is my anchor and my greatest joy in life; these slideshows capture some of that.”
E
D
C LEAH FREED Managing shareholder // Ogletree Deakins // ogletreedeakins.com Freed represents employers of all sizes in all aspects of employment law, including employment litigation and counseling. She has extensive experience defending clients in federal and state courts, arbitrations and before administrative agencies, including actions alleging discrimination, harassment, disability, leave of absence, wage and hour and wrongful termination claims. Industry outlook: “As a labor and employment litigator, I view the increasingly complex and dynamic regulatory as a significant challenge in 2020 and beyond. Clients also are becoming acutely sensitive to large-scale labor/employment related issues that have the potential to develop into expensive legal matters, many of which can become highly public.”
D GARRICK GALLAGHER Director // Sanders & Parks // sandersandparks.com Gallagher’s practice emphasizes complex civil litigation, including personal injury, insurance bad faith, insurance coverage and intellectual property litigation. He was selected as one of Arizona’s Top 50 Lawyers by Super Lawyers, recognized as one of Arizona’s Top Lawyers by Arizona Business magazine and was selected to Best Lawyers in America. Gallagher’s ability to resolve disputes is a key factor in his selection by his colleagues to serve as a mediator. Personal strengths: “I’ve always strived to do what it takes to do it right. My clients know I’m committed to their cases and the best outcome that can be obtained.” Professional advice: “Listen to your clients, have a clear understanding of their goals, be responsive and project a positive attitude.”
E G. JAMES GOODNOW, III President and managing partner // Fennemore Craig // lambergoodnow.com The Harvard Law graduate launched his career at the firm as a file clerk, learning about Fennemore’s 133-year-old tradition of client-first thinking from the inside out. Goodnow’s top priority is ensuring the firm empowers clients to grow their businesses and build their communities without the law getting in the way. As a firm leader, he has led initiatives related to artificial intelligence in technology, alternative fee structures and data analytics. Industry outlook: “Change will continue to be the only constant in the legal field. Forces like artificial intelligence will continue to perform tasks in hours that it took teams of lawyers months to complete, and alternative service providers will continue to make inroads, so law firms better start adapting.”
120 ABL | Nominate at azBIGmedia.com
A
Our Leaders Make Us Leaders Michael Kennedy
Jennifer Cranston
Business Litigation, Professional Liability, Sports Law
Condemnation and Valuation, Insurance, Administrative Law, Real Estate, Public Utilities, Litigation
Congratulations Mike and Jennifer on your recognition as AZ Business Leaders. We are proud to call you our colleagues.
We excel at our business because we take the time to understand yours
Phoenix | Santa Fe 602-530-8000 www.gknet.com
law // MANAGEMENT
A LEONARDO LOO Phoenix office managing partner // Quarles & Brady // quarles.com Loo practices in the areas of mergers and acquisitions, financing, international transactions, securities and general corporate law. He is past chairman of the board of directors for Chicanos Por La Causa and serves as general counsel for both the Arizona Hispanic Chamber of Commerce and the Black Chamber of Arizona. He is also a member of GPEC’s International Leadership Council. Industry outlook: “Our clients will continue to face increased competition and M&A will continue to be an effective strategy in their arsenal to stay ahead of their peers. This activity will be reflected in the legal space as firms look to grow and compete for qualified professionals to support the increased activity.”
A
B
B NICOLE MAROULAKOS GOODWIN Phoenix managing shareholder // Greenberg Traurig // gtlaw.com Athena finalist, 40 under 40 honoree, and named one of The Most Influential Women in Arizona Business, Goodwin is a business litigator. She has represented public and private corporate clients in state and federal trial and appeals courts, as well as before administrative tribunals and arbitration venues. Goodwin is a counselor and advisor on exposure and litigation alternatives for clients that range from Arizona-based businesses to large national clients. Personal strengths: “The autism diagnosis of my son James, has given me a greater empathy for others, put my career in perspective, and has enabled me to focus on finding new treatments for autism. Since 2007, I have been actively involved with SARRC, joining the board of directors in 2015, and recently elected to chair.”
C PEDRO MIRANDA Office managing partner // Squire Patton Boggs // squirepattonboggs.com
C
Miranda focuses his practice on public finance. He has served as bond counsel and underwriter’s counsel on financings by government bodies in Arizona, Florida, Texas and Puerto Rico. He has broad experience representing issuers and underwriters on both new and money financings and refundings. His experience includes financing secured by project ventures, special sales taxes, general obligation bonds and special assessment bonds. Personal strengths: “Empathy; being a good listener; and attention to detail. In today’s competitive environment, these three attributes are essential in meeting the needs of clients. Once you have struck the right balance among them, you will start cultivating relationships and networking opportunities and see repeat business coming through the door.”
D JOHN NORLING Managing attorney // Jennings, Strouss & Salmon // jsslaw.com
D
Norling’s practice is focused on advising clients on all aspects of their business operations, including corporate and finance, mergers and acquisitions, real estate, federal and administrative compliance and advertising law. Norling is recognized as an industry leader in the representation of automobile dealerships and advising dealer clients on the legal and practical issues. Personal strengths: “Understanding my clients’ businesses and industries, and developing long-term relationships with multiple generations, has played a large role in my success. I’m invested in ensuring my clients reach their goals, and I measure my success by theirs. As a result, I have helped many clients grow from single locations to large-scale operations, effectively securing their financial future.”
E SHAWN OLLER Office managing shareholder // Littler // littler.com
E
122 ABL | Nominate at azBIGmedia.com
Oller is a trial lawyer who represents employers in all aspects of employment litigation arbitration and mediation. He practices in federal and state courts in Arizona, New Mexico, and Texas, and before and against federal agencies like the EEOC and comparable state agencies. He has extensive experience defending harassment and discrimination claims under Title VII of the Civil Rights Act, ADEA, ADA, FMLA, Arizona Employment Protection Act, Arizona Civil Rights Act, New Mexico Human Rights Act and Texas Human Rights Act. Personal strengths: “My parents were hard workers who also enjoyed what they did. I was lucky growing up to see this. Digging deeper and going the extra mile in whatever you were doing were values my parents instilled in me from an early age and have served me well as a lawyer.”
law // NATIVE AMERICAN A STEVEN BIDDLE Shareholder // Littler Mendelson // littler.com Biddle has represented companies in Arizona and nationally for 30 years, the past 17 as a shareholder with the largest labor and employment firm, Littler Mendelson. His practice focuses on employment litigation, union relations, wage/hour, drug testing and OSHA. Personal strengths: “Although I truly believe people make their own luck through hard work and resourcefulness, I was fortunate to get the opportunity to work with several tribes when the gaming boom began, helping them start their casino and other business operations from the ground up. It was a very rewarding experience.” Industry outlook: “The tribal gaming industry and related hospitality business continue to grow rapidly, giving tribes and their members a long-deserved chance to live the American dream.”
A
B DAVID BODNEY Partner // Ballard Spahr // ballardspahr.com
B
Bodney, a litigator focusing on media and constitutional law, serves as co-chair of the firm’s Media and Entertainment Law Group. Bodney has defended print, broadcast and digital media in defamation, privacy and related First Amendment cases and has fought for decades to secure open government. Personal strengths: “By having the good fortune to find great mentors for whom the law was more than a business, my career blossomed.” Professional advice: “Work hard, keep an open mind and do the right thing.” Industry outlook: “The legal ‘industry’ remains a field of opportunity for conscientious, hardworking lawyers. The news media ‘industry’ is facing a confluence of economic, technological and political challenges as never before. For that reason, news organizations depend on good counsel and an independent judiciary to protect their rights and interests.”
C PATRICIA BRIONES Partner // Petti and Briones // pettibriones.com
C
Briones focuses on representing clients with civil regulatory and white-collar criminal defense matters, as well as assisting tribal clients with economic development ventures and providing general counsel services to tribal governments. Personal strengths: “Respect for oneself, others, and the profession has always guided me in my personal and business relationships. Your reputation building commences on your first day of law school as your classmates eventually become your colleagues and your opposing counsel.” Industry outlook: “The practice of law and the management of law firms will continue to be impacted by technological advances. The challenge will be in defining the correct balance to ensure that personal interaction and client-focused lawyering are not lost in the pursuit of bigger, better and faster.”
D JUDITH DWORKIN Managing partner // Sacks Tierney // sackstierney.com Dworkin offers broad experience in Indian law, with a major emphasis on assisting Indian tribes in achieving their economic development objectives. In addition to her Indian law practice, she has spent a great deal of her career focused on water rights and has taught water law and natural resources law at the Arizona State University Sandra Day O’Connor College of Law. Personal strengths: “I am a good listener. Listening to your client is critical to being able to meet a client’s needs.” Industry outlook: “The practice will be satisfying for the foreseeable future. Many tribes have used the revenues generated from gaming to diversify and to support the development of needed infrastructure and community services. These efforts continue to require substantive legal knowledge and skill dealing with non-Indian partners and the federal government.”
D
E HEIDI MCNEIL STAUDENMAIER Partner // Snell & Wilmer // swlaw.com McNeil Staudenmaier is nationally recognized in the areas of Indian Law, Gaming Law and Business Litigation. She represents tribes, tribal entities and businesses who engage in commercial transactions with tribes and tribal entities. Prized possession: “My photo with retired United States Supreme Court Justice Sandra Day O’Connor. As the first woman appointed to the Supreme Court and being from Arizona, she has always been my hero. It was an honor to meet her in person.” Industry outlook: “Native American and gaming Law will continue to thrive in Arizona and elsewhere as tribes continue to explore ways to expand and improve upon their existing gaming operations and further diversify their businesses to promote tribal economic development, tribal self-sufficiency and strong tribal government.”
E
Nominate at azBIGmedia.com | ABL 123
law // MERGERS & ACQUISITIONS
A CHARLES BERRY Senior counsel // Clark Hill // clarkhill.com Berry represents corporations, limited liability companies, partnerships, other business entities, and individuals in a wide spectrum of transactions, focusing primarily on capital formation and business management. Professional advice: “It is not easy. Get as much business experience as you can before you commit to being a business lawyer. Also, avoid the common practice today of responding to a client before thinking through the relevant issues. With today’s technology, the temptation is to respond quickly without contemplating alternatives.”
A
B TOM CURZON Co-chair, business practice // Osborn Maledon // omlaw.com Curzon, an experienced venture capital lawyer, co-chairs the firm’s business practice and serves as outside general counsel and advisor to emerging, growth-oriented companies. A long-time active leader in Arizona’s entrepreneurial ecosystem, he is chairman of the board of StartupAZ Foundation and chairs its Founders Collective Committee. Professional advice: “I regularly coach young lawyers who seek my advice to be patient, become great listeners and play the long game, working to focus on long-term strategies and goals.” Industry outlook: “The practice of law in general, but particularly in the area in which I work, will continue to evolve significantly, as artificial intelligence, machine learning and market winds bring significant changes to the legal business.”
B
C SCOTT WEISS Attorney // Weiss Brown // weissbrown.com
D
E
Weiss is a corporate and securities attorney and focuses his practice in the areas of securities, private placements, venture capital and mergers and acquisitions. Weiss is also a certified public accountant. Prior to forming his own law firm, Weiss was a shareholder at an international law firm and served in the audit practice of Arthur Andersen. Personal strengths: “Straight talk is important. Even the most sophisticated clients appreciate when their advisors make the complex more simple, which is a true skill for any attorney.” Professional advice: “Artificial intelligence tools may become increasingly important for lawyers in the coming years, but nothing will replace the individual personal business advice that clients need. There will never be a substitute for personal attention.”
D NANCY WHITE Partner // Steptoe & Johnson // steptoe.com For more than 35 years, White has practiced corporate and finance law, representing clients in mergers and acquisitions, matters involving the purchase and sale of assets and real property, and other complex financing transactions domestically and internationally. Personal strengths: “My father was way ahead of his time, telling his daughters they could do or be anything. We were not limited by traditional gender roles. He taught us to cultivate and value mental toughness and to never give up. Those teachings and a healthy sense of humor have helped me confront many personal and professional challenges.” Professional advice: “Learn your profession from as many different people as you can. Turn in your best work to your colleagues and clients. Learn as much as you can about your client’s objectives in any legal matter. Live below your means to preserve flexibility of choices.”
E CATHLEEN YU Partner // Quarles & Brady // quarles.com Yu chairs Quarles & Brady’s Phoenix Business Law Group and Investor Services Team. She advises global companies on their M&A and other business transactions, as well as international investors including universities and foundations on their investment activities. Prized possession: “The hard drive containing my children’s pictures and videos. The years pass by too quickly.” Trends to watch: “Expect continued growth in tech and healthcare globally. In investments, continued focus on emerging markets while adjusting global strategies in light of the Brexit aftermath. In large law firms, management and cultural changes in connection with generational and cultural shifts, both within law firms and the clients we serve.” C
124 ABL | Nominate at azBIGmedia.com
NEED AN IPA? Brewing up a new business?
We provide the legal guidance you need to protect the intellectual property of your winning ideas.
(480) 327-6650 weissbrown.com
SCOTTSDALE
6263 North Scottsdale Road, Suite 340, Scottsdale, Arizona 85250
law // NONPROFIT
A ROBERT BROWN Practice group leader // Schmitt Schneck Even Casey & Williams churchandministrylaw.com Over his 40-year career, Brown has enjoyed working as a trial lawyer, as a specialist in real estate law, and over the past 20 years as a “church lawyer.” He works with nonprofit and faithbased organizations, including many of the world’s major faiths. Industry outlook: “The nonprofit sector is adapting to fundamental changes in the tax code. There is continuing uncertainty about whether the ministerial tax allowance will continue in effect with a potential billion-dollar impact. Continuing tension between traditional forms of worship and cultural change continue to impact this sector ... The impact of the recent tax reform act on charitable giving is still unknown as of now; some commentators are predicting a significant decline in charitable giving due to the loss of itemized deductions.”
B
C
B ELLIS CARTER Founder and president // Caritas Law Group // caritaslawgroup.com Carter provides corporate, tax, regulatory and general business advice to nonprofit, tax-exempt, and mission-based businesses. Carter’s clients also include donors making significant or complex gifts, businesses forming foundations and engaging in cause-marketing campaigns, as well as nonprofit founders considering the best philanthropic structure to meet their needs. Personal strengths: “In addition to having a strong work ethic, I have been diligent at sticking to what I am good at. By referring matters outside my sweet spot to more appropriate professionals, I have developed a strong referral network and maintained my reputation for excellent work.” Prized possession: “My dog Wilbur. He is my loyal companion and I keep him with me whenever possible. He is our firm mascot.”
D
C SAM COPPERSMITH Partner // Coppersmith Brockelman // cblawyers.com Coppersmith has more than three decades of experience assisting local and national businesses and nonprofits with transactional issues, business organization, governance, contract negotiation, land use and business planning. A former member of the U.S. House of Representatives, Coppersmith served as a member of the transportation and science committees. He has also served as the chair of the Arizona Democratic Party, and on numerous state and local boards and commissions as well as local and national nonprofit boards. Professional advice: “There will be very large firms and small and specialized firms with lower overhead, and government lawyers and very little in between. Figure out what fits you best – and don’t be afraid to change if you guessed wrong.”
E
D SCOTT DEWALD Partner // Lewis Roca Rothgerber Christie // lrrc.com DeWald is a business and corporate transactional lawyer concentrating on purchases and sales of business formation, LLC operating agreements, financing and other commercial transactions, nonprofit organizations, complex contracts, raising capital and executive compensation. Personal strengths: “Having a strong work ethic, positive attitude, sense of humor, being a good listener, and having and showing empathy and team spirit, have helped me to help my clients achieve success by facilitating transactions and negotiating mutually acceptable outcomes (and help them enjoy the process as well as the result).” Professional advice: “Maintain interest in your client and your client’s business, reflect on morals, values and ethics, focus on adding value, think strategically, treat everyone as you wish to be treated, don’t take things too personally, stay in touch with a variety of people.”
E KENDIS MUSCHEID Partner // Ballard Spahr // ballardspahr.com Muscheid’s legal practice is focused on nonprofit and tax-exempt organizations, charitable trusts, and donors making charitable gifts. She advises an array of 501(c)(3) and other taxexempt organizations, including private foundations, supporting organizations, universities, charter schools and research institutions, hospitals and their related foundations, religious entities, museums, social welfare organizations and disaster relief entities. Professional advice: “Stick with it when you feel overwhelmed or as if you don’t know what you’re doing. Being an attorney is a wonderful profession. It can be tough in the early years, but those long hours laboring through documents and solving brain teasers pay off when you’re finally working with clients and seeing positive results.”
126 ABL | Nominate at azBIGmedia.com
A
law // PERSONAL INJURY
A MARC LAMBER Director // Fennemore Craig // lambergoodnow.com Lamber formed the Plaintiff Personal Injury Practice at Fennemore Craig and it remains the only PI group within a major U.S. national law firm. With offices in Nevada and Colorado, he has spent the last 27 years developing and honing it, representing a multitude of accident victims and their families resulting in hundreds of successful outcomes. Personal strengths: “I’m a neurotic. I worry about every detail, every hour of the day. I believe that although this personality trait does not contribute to a long life line, it allows for a better work product and a higher level of concern for my clients.”
A
B MICHAEL PEARSON Managing member // Curry Pearson & Wooten // azlaw.com
B
Pearson focuses on complex litigation including personal injury, wrongful death, aviation and commercial litigation matters. Past cases include family members of Arizona Hotshots who tragically lost their lives in the worst loss of life for U.S. wildland firefighters in eight decades and many other high-profile cases. He is currently representing thousands of college graduates, military veterans, and air traffic controller applicants who were discriminated against due to their race by the FAA. Personal strengths: “I come from a long-line of ranchers and dairy farmers. Learning how to work hard at a young age set the stage for future success. Working in high-density air traffic control facilities during stressful periods and the confidence that created prepared me well for legal work.”
C BRADLEY SHWER Founding partner // Thorpe Shwer // thorpeshwer.com Shwer is the founding partner of Thorpe Shwer, a boutique civil litigation law firm representing Fortune 500 companies, local businesses, individual entrepreneurs, and government entities in high-stakes cases across the United States. He practices in the areas of business and commercial litigation, personal injury defense, franchise litigation, products liability and employment litigation. He has litigated cases all over the country in federal and state courts. Personal strengths: “Developing strong and lasting client and personal relationships has always been a key part of my practice and success. The result is that my clients trust me to always have their best interest in mind, including finding ways to help their business succeed beyond the legal realm.”
C
D K. THOMAS SLACK Partner // Beale Micheaels Slack & Shughart // beale-micheaels.com Slack represents plaintiffs in catastrophic injury and wrongful death cases with an emphasis on railroad grade crossing collision, trucking and construction accidents. He has tried numerous catastrophic injury and wrongful death cases, including automobile, motorcycle and trucking accidents, railroad grade crossing collisions, and construction and premises liability injuries. Slack has obtained significant seven and eight figure jury verdicts and settlements for his clients. He also serves as a mediator and arbitrator in personal injury and wrongful death cases. Slack is a State Bar of Arizona certified specialist in injury and wrongful death litigation; a fellow of the American College of Trial Lawyers and is listed in Best Lawyers in America and Super Lawyers.
D
E WENDI SORENSEN Partner // Burch & Cracchiolo // bcattorneys.com Sorensen is an Arizona State Bar practicing attorney and mediator who is a certified specialist in personal injury and wrongful death law and has been practicing for more than 30 years. She specializes in complex and catastrophic injury claims including those involving federal motor carrier (trucking) law, work-site injuries, product liability, professional liability and insurance coverage. Personal strengths: “I have always been somewhat obsessive about fine-tuning my words; my camp nick-name (at age 10) was ‘The Diplomat.’ As a lawyer, I fine-tune what I say for both tone and message, and then listen carefully to the response. Ultimately, both litigation and leading mediations is about communicating and reaching agreements.”
E
128 ABL | Nominate at azBIGmedia.com
Congratulations to our partner, Brad Shwer Recognized as one of Arizona’s Top Lawyers by Az Business Leaders magazine
• • • • • • •
Business & Commercial Litigation Tort Defense Employment Litigation Franchising Litigation Transportation Law Appellate Litigation Product Liability Defense
602.682.6100 thorpeshwer.com
law // REAL ESTATE
A ANDREW ABRAHAM President and shareholder // Burch & Cracchiolo // bcattorneys.com Abraham serves as president of the firm and is certified as a Real Estate Specialist by the Arizona Board of Legal Specialization. He is listed in Best Lawyers in America for Real Estate Transactions and in Southwest Super Lawyers in 2011 and 2014-2019. AZ Business Magazine has named him among the Top 100 Lawyers in Arizona. He is included among Arizona’s Finest Lawyers and is an AV Preeminent 5.0 peer-review-rated attorney in Martindale-Hubbell. Professional advice: “Give 110 percent every day. Be available even when you think you are too busy.” Industry outlook: “Wonderful opportunities for new (and not so new) lawyers in the community. It’s a time of transition and re-branding for many local and national firms.”
A
B THOMAS ARENDT Member // Jennings, Strouss & Salmon // jsslaw.com
B
Arendt is experienced in acquisition and development, leasing, and real estate workouts and foreclosures. His representation includes various ground-up developments, retail centers, and banks and lenders in deed of trust and mezzanine projects. Arendt is a Certified Real Estate Specialist with the Arizona State Bar Board of Legal Specialization. He has been listed in Southwest Super Lawyers in the area of Real Estate Law for more than 10 years. Professional advice: “Throughout your career, strive to work in an area of law that you know little about. Offer to assist attorneys in other practices. For a part of your day, you need to feel like a novice in your work. You may be surprised at how those other experiences eventually will directly tie back into the core areas of your practice.”
C
C MARK BARKER Partner // Jennings Haug Cunningham // jhc.law Upon joining Jeninnings Haug Cunningham, Barker began practicing surety law and has been recognized by his peers as a leader in the field for over a decade. Barker’s commercial transaction practice focuses on financial institutions. He particularly enjoys handling special asset matters and the creative problem solving needed to successfully accomplish loan work-out transactions. Barker is highly involved in documenting commercial, real estate acquisition and construction loans. Personal strengths: “I have always tried to tackle, think through and understand on my own, first time projects, activities and challenges. From my hobbies to the practice of law, this has helped me to learn and understand more quickly and to teach and mentor more effectively.”
D
D REBECCA BURNHAM Of counsel // Greenberg Traurig // gtlaw.com Burnham represents real estate development interests in connection with the acquisition, planning, development, financing, operation and sale of real estate developments, as well as legislative and public policy matters pertaining to economic development and land use. Personal strengths: “I have a strong work ethic and desire to help others. I think those qualities lend themselves to success in the legal profession and also explain how I got involved in the public policy arena.” Professional advice: “Excellence in execution is a given at the top levels of this profession. In addition to serving the needs of the client today, leading practitioners also need to keep a close watch on the horizon, anticipating change and making the adjustments necessary to be prepared to address it when it comes.”
E PATRICK MACQUEEN Founding partner // MacQueen & Gottlieb // mandglawgroup.com
E
130 ABL | Nominate at azBIGmedia.com
MacQueen’s 13-year legal career has been highlighted by work primarily in real estate transactional law and litigation. He prevailed in litigation before the Arizona Court of Appeals and served as local counsel in the $129 million acquisition of the City North development in north Phoenix. He was selected to the Southwest Super Lawyers Rising Stars list for seven consecutive years and was selected as one of Arizona Business Magazine’s 2019 Top 100 Attorneys in Arizona. Professional advice: “Find a way to deliver legal services in a unique way. There are a million lawyers – don’t be like the rest. Build a network of experts, mentors and friends ASAP; no one succeeds alone. Your network will help you get there and enjoy it with you when you do.”
Cheers to Patrick! AzBusiness Leaders celebrates Patrick R. MacQueen, Esq. as one of the top attorneys in Arizona. Bravo Patrick, bravo!
REAL ESTATE LAW | LITIGATION BUSINESS LAW | ESTATE PLANNING
mandglawgroup.com
602-533-2840
law // REAL ESTATE
A JAY KRAMER Shareholder // Fennemore Craig // fennemorecraig.com
A
B
Kramer chairs Fennemore Craig’s Commercial Transactions Section. He practices in the areas of real estate transactions and finance, including acquisition, infrastructure financing, entitlements, development and disposition, and loan workouts, restructuring and enforcement. He represents a wide variety of national and local homebuilders, planned community developers, commercial and industrial developers, and financial institutions. Kramer is also a member of Fennemore Craig’s fiveperson Management Committee. Professional advice: “Your reputation and integrity are your most important assets. It takes years to develop a reputation and only one misstep to destroy it. No client or matter is so important that you ever compromise your integrity.”
B JODY POKORSKI Partner // Snell & Wilmer // swlaw.com Pokorski is a transactional real estate lawyer at Snell & Wilmer with more than 30 years of experience on a wide variety of projects, including master-planned communities, office and industrial developments, multifamily projects, hotels and resorts, medical and higher education projects and large mixed use developments. Pokorski’s clients include national and local developers and homebuilders, public entities and investors. Her work includes advising on acquisitions and dispositions, leasing, development and redevelopment and financing. Personal strengths: “I learned early in my career the importance of listening more than you talk, being candid in your assessment of an issue, and delivering on what you promise. In doing so, clients and opposing counsel know they can rely on you.”
C
C KENNETH VAN WINKLE JR. Managing partner // Lewis Roca Rothgerber Christie // lrrc.com As managing partner of Lewis Roca Rothgerber Christie, Van Winkle leads the firm in creating highvalue relationships with clients by going beyond its hallmark quality legal services. Providing a platform for innovation, pursuing and incorporating client feedback, and attracting and retaining the best talent ensures that clients’ expectations are met and their business goals achieved. Personal strengths: “The managing partner of a law firm has a unique challenge to lead a group of equals, as opposed to dictating business strategy. It’s vitally important to listen, interpret, and understand what partners want and expect, and make decisions and pursue strategies based on the input from and the collective wisdom of my partners.”
D PAUL WEISER Managing shareholder of firm’s Scottsdale office // Buchalter // buchalter.com Weiser’s practice encompasses all aspects of commercial landlord/tenant law, from document preparation, negotiation and interpretation to dealing with such issues as defaulting and bankrupt tenants, brokerage disputes, construction related matters and the day-to-day issues facing office, retail, industrial and medical owners and property managers. Professional advice: “We work in a service industry. You must know your client’s goals, objectives and timelines, and strive at all times to meet them. Communication is also a key. Keeping clients informed of what is going on in their matters, and allowing them to participate in the decision making process, while not being afraid to offer an opinion when one is sought.”
D
E DENNIS WILENCHIK Member // Wilenchik & Bartness // wb-law.com
E
132 ABL | Nominate at azBIGmedia.com
Wilenchik is a civil litigation attorney practicing over 40 years in business and real estate litigation. He is a certified civil trial advocate by the National Board of Trial Advocacy and past chairman of the State Bar Civil Trial Practice Section. Wilenchik is rated AV Preeminent by Martindale Hubbell. Personal strengths: “Being tenacious and never giving up.” Professional advice: “Be prepared for disappointment and always strive on despite it.” Prized possession: “A bronze cast of Abraham Lincoln’s hand because I believe Abraham Lincoln was not only a tremendous lawyer but also one of the greatest presidents and an inspiration to us all.” Industry outlook: “Positive, but we must continue to provide quality representation at an affordable price.”
law // SECURITIES & FINANCE
A JONATHAN FRUTKIN Principal // Radix Law // radixlaw.com As the founder and principal of Radix Law, Frutkin has significant experience as an attorney, business executive and business owner. Over the course of his 20-year career, he has owned a website design business, a software company, a real estate development company and was a developer for a national ice cream chain. Frutkin brings his talent and expertise, including reallife experience in the business world, to the practice areas of business law, securities law and commercial litigation. Personal strengths: “I’ve always been passionate about learning. I’ve never been afraid to jump in with two feet when it comes to business endeavors. That drive to discover new things has opened the door to so many opportunities, which ultimately benefit my clients.”
C B
B PHILLIP GUTTILLA Shareholder // Polsinelli // polsinelli.com Guttilla, vice chair of the Corporate and Transactional Practice Group, is a deal lawyer. Whether it is an M&A transaction or a must-close financing, Guttilla delivers to his clients thought leadership and creative solutions along with a sense of urgency and superior responsiveness. Guttilla is both a CPA and a Chartered Financial Analyst and brings a broad perspective to business transactions of all types. Personal strengths: “I love the quarterbacking of the deal. Having a background in law, finance and accounting allows me to better understand how businesses and economics work and grasp new and innovative business models. I have a curiosity for the psychology of what motivates people, which is essential when negotiating and influencing the outcome of deals.”
E
D
C RICHARD LIEBERMAN Chairman, Corporate, Securities and Finance Department Jennings, Strouss & Salmon // jsslaw.com Lieberman helps clients in a wide variety of business transactions, including to buy and sell companies, obtain debt financing and equity capital, structure corporate governance, prepare contracts and compensation plans and draft legislation. He helps clients through formation, growth and crisis situations. Industry outlook: “The capital markets remain strong at this time, with financing available for acquisitions and growth, strong multiples and low interest rates. With election and other uncertainties, business owners should consider taking advantage of these conditions when deciding whether to buy, sell, or expand their businesses. Thus, 2019 and 2020 should remain strong for transactional attorneys.”
D DAN MAHONEY Partner // Snell & Wilmer // swlaw.com Mahoney’s practice is concentrated in the areas of mergers and acquisitions, securities and private equity/venture capital. His recognitions include Best Lawyers in America since 2008; Chambers USA: America’s Leading Lawyers for Business; and Southwest Super Lawyers, including selection as a Top 50 Lawyer in Arizona. Personal strengths: “Tenacity and perseverance are the qualities of which I am most proud. Hard work is the key to success in most everything and I always strive to be more prepared than my competitor. I believe whatever success I have obtained in my career is due to these qualities.” Professional advice: “Put in the extra effort and time to learn the skills of your trade better than your competition. Go the extra mile to do the things they won’t do.”
E STEVEN PIDGEON Co-managing partner // DLA Piper // dlapiper.com Pidgeon is a corporate lawyer recognized for excellence by premier legal publications, including Chambers & Partners, Best Lawyers in America and Super Lawyers. He also serves on various community boards. Professional advice: “Well, work hard for one. The old adage that calls for working 10,000 hours in the first five years of a profession remains true. Secondly, find a mentor to emulate. I think that mentors were key to what success I have had.” Industry outlook: “If the markets stay strong, corporate legal work should also remain strong. Longer-term, I think that with technology, the legal profession will become increasingly efficient and thus need fewer lawyers to service clients. So, while the profession will improve its service, growth will slow.” 134 ABL | Nominate at azBIGmedia.com
A
Radix Law is a business law firm. We are a boutique firm, personalizing our approach to your needs. We react to your legal challenges, working every day as part of your team. We create and take advantage of opportunities for you, whether in Arizona or around the world.
15205 N. Kierland Blvd., Suite 200 | Scottsdale, Arizona 85254 | 602-606-9300 radixlaw.com
law // SPORTS
A GREGG CLIFTON Principal // Jackson Lewis // jacksonlewis.com Clifton practices in all aspects of professional and collegiate sports law, focusing specifically on labor and employment matters. While serving as the co-chair of his firm’s Collegiate and Professional Sports Practice Group, Clifton represents numerous professional sports franchises and collegiate conferences and universities around the country. He serves as counsel to Major League Baseball teams in salary arbitration matters. Industry outlook: “The legal issues surrounding collegiate athlete compensation and the new Title IX regulations and their application and impact on college campuses will be a major focus. On the professional level, the impending expiration of collective bargaining agreements in major professional sports leagues will require close attention in 2020.”
B DANA HOOPER Shareholder // Greenberg Traurig // gtlaw.com Hooper handles employment law, litigation and sports matters. Early in her career, she represented her first sports client, a football coach in a discrimination case. That is when she realized she could combine her legal career and background in sports to create a unique practice. Personal strengths: “Like the professional athletes and sports businesses I represent, my journey has been filled with the thrill of victory and the agony that accompanies hard-fought losses. All lessons can be learned through the analogy of sports. How to win. How to lose. How to work hard.” Industry outlook: “Like our clients, the legal industry will have to increase methods for effective and efficient innovation — getting ahead of things as well as continuing to quickly adapt and implement change when/where it makes sense.”
A
C MICHAEL KENNEDY Founding partner // Gallagher & Kennedy // gknet.com Kennedy practices in general civil litigation and serves as local, regional and national counsel to a variety of business clients, including Arizona sports teams, law firms, retailers and energy companies. A civic-minded Phoenician, Kennedy was the Arizona Host Committee chairman for Super Bowl XLII, is a member of The Thunderbirds and has been president of the Arizona Diamondbacks Foundation since its inception. Personal strengths: “Determination and a sense of community. Determination is a trial lawyer’s prerequisite and becoming actively involved in the business community accelerated our firm’s success as we now celebrate our 40th anniversary.” Industry outlook: “New opportunities will continue to develop as businesses from California and elsewhere relocate to business- and family-friendly Arizona.”
B
D ADAM LANG Partner // Snell & Wilmer // swlaw.com Lang’s sole objective is to solve client problems, whether through informal meetings, protracted litigation, or negotiations. Lang has a varied commercial litigation practice, experienced in many types of business disputes, including real estate; employment and construction litigation; banking and securities litigation; partnership, operating, and purchase agreement-related disputes; governmental and internal investigations; white-collar and common criminal defense matters; and professional malpractice claims. Personal strengths: “I have a passion to help others, the ability to be comfortable being uncomfortable, the desire to resolve complex issues, and a drive to be the person on whom others rely. As a lawyer, I draw from these qualities as needed to help my clients address concerns and explore opportunities.”
C
D
E TRAVIS LEACH Partner // DPA Piper // dlapiper.com Leach is corporate partner at DLA Piper, focusing on securities, capital markets, and mergers and acquisitions. Leach is is also a member of the firm’s Emerging Growth and Venture Capital group and helps to lead that group’s efforts in Phoenix. Leach also maintains an active sports practice, having represented a number of teams and ownership groups in corporate and transactional matters. Personal strengths: “I strive to learn as much as I can about the business of each of my clients. When a matter arises, I then focus on the business objectives of a client and partner with them to create a sound legal and business strategy to meet those objectives.” Industry outlook: “The economy may slow in some areas; however, overall legal needs will remain and the markets we operate in will continue to see solid growth.” E 136 ABL | Nominate at azBIGmedia.com
We go to bat for you. Lore
We are proud to be recognized in the 2020 issue of
AZ Business Leaders Gregg Clifton – Sports Law Gregg.Clifton@jacksonlewis.com
Greg Coulter – Human Resources Greg.Coulter@jacksonlewis.com
Amy Gittler – Employment and Labor Relations Law Amy.Gittler@jacksonlewis.com
When the pressure is on, rely on the Jackson Lewis P.C. team to step up to the plate and handle your workplace law needs. Our talented lineup of over 900 attorneys, located throughout the U.S. and Puerto Rico, provides creative, strategic solutions driving home positive results for the employer-employee relationship.
Jackson Lewis P.C. 2111 E. Highland Ave., Suite B-250 • Phoenix, AZ 85016 • 602-714-7044 jacksonlewis.com
© 2019 JACKSON LEWIS P.C. | ATTORNEY ADVERTISING
law // TAX
A SHAD BROWN Founding partner // Brown, Naegle, Crider & Jensen // bncjlaw.com Brown’s practice is concentrated in tax planning, tax controversy, estate planning and qualified domestic relation orders. Source of pride: “What gives me the most pride is being able to help relieve a client of the burdens they are carrying. After meeting with clients, I often hear, ‘I feel like I can finally sleep at night again.’ Many clients find themselves trapped in a situation they don’t know has a resolution. To be able to show them that there is a light at the end of the tunnel is very rewarding.” Professional advice: “All attorneys know that they need to immerse themselves in the law and become an expert in their field. However, to be successful, an attorney should have an understanding of how to connect with people. Clients want to work with someone they can trust and relate to.”
A
B
B PAT DERDENGER Partner // Steptoe & Johnson // steptoe.com Derdenger advises businesses across industry sectors on federal, state and local tax law. With more than four decades of experience, Derdenger has been recognized as a certified tax law specialist by the Arizona State Bar and in 2017 received the Arizona State Bar’s “Top Tax Attorney” award. Personal strengths: “The successful practice of tax law requires an ability to read complex tax codes and translate them into plain language for understanding by one’s clients as well as by the tax lawyer. Reading a tax code is almost like reading a foreign language. I had the opportunity to take four years of Latin and two years of Homeric Greek — not an easy language — and that experience gave me the knack to take a complicated tax provision and turn it into something understandable.”
D
C YALE GOLDBERG Partner // Frazer Ryan Goldberg & Arnold // frgalaw.com E
C
Goldberg has a national reputation for successfully representing businesses and individuals in federal and state tax controversies. A fellow of the American College of Tax Counsel and a Certified Specialist in Tax Law, Goldberg began his career as a trial attorney for the Tax Division of the U.S. Department of Justice. He is a past chair of the Tax Section of the State Bar of Arizona and of the ABA Committee on Social Security and Payroll Tax Problems. Goldberg is co-author of “Employees and Independent Contractors,” a valuable legal resource for tax professionals. Professional advice: “We are in a service profession. Many of your clients will have urgent issues or problems when they contact you, and promptly serving them and reassuring them will prove invaluable.”
D JOEL HERIFORD Shareholder // Burch & Cracchiolo // bcattorneys.com Heriford is a partner in the corporate practice group and the estate planning and probate practice group. His practice focuses on income tax planning and business law, including business formation, operation, sale and merger of corporations, partnerships and limited liability companies. Heriford’s team approach includes working with accountants, insurance professionals and other advisors. Personal strengths: “I believe that my personal qualities include the ability to listen, communicate, and collaboratively engage with my clients to work towards solutions for my clients. Furthermore, I believe it is important to be humble and honest with my clients, which allows my clients to be more at ease in working towards a more favorable solution.”
E BAHAR SCHIPPEL Partner // Snell & Wilmer // swlaw.com Schippel is a business tax lawyer. She specializes in tax planning for mergers and acquisitions, joint ventures and real estate transactions, drafting LLC and partnership agreements, tax planning for fund formation and operations, designing equity compensation for LLCs and representing taxpayers before the IRS. Industry outlook: “Congress recently enacted the most sweeping set of tax law changes in 30 years. So far these changes have helped many businesses reduce their tax liability. But tax law is complicated and businesses need capable tax advisors to help them optimize their tax benefits. I anticipate 2020 to be another busy year with me assisting clients how to reduce their tax burdens through proper planning.” 138 ABL | Nominate at azBIGmedia.com
A ALI FARHANG Partner and founder // Farhang & Medcoff // fmlaw.law First and foremost, Farhang is a community activist and high school football coach who believes that making positive contributions in one’s community is an enormous aspect of living a successful and fulfilled life. Farhang is also an AV-rated attorney who practices in the areas of labor and employment, business consultation, commercial litigation and tort law. Farhang has litigated a wide variety of employment, traditional labor, corporate and general liability matters. Additionally, Farhang has advised and assisted management clients seeking to enforce restrictive covenants and with respect to a multitude of federal and state compliance issues. He also acts as de facto general counsel to a number of significant corporate clients who conduct business across multiple jurisdictions.
A
B
B PAT LOPEZ III Partner // Rusing Lopez & Lizardi // rllaz.com Lopez has more than 30 years of experience in counseling and assisting businesses, entrepreneurs, lenders, and developers to reach their goals, solve their problems, and implement their business plans. His major areas of emphasis are real estate, lending and finance, and business transactions. Lopez believes in helping clients achieve their goals as quickly and efficiently as possible. He works diligently to better understand clients’ goals, objectives, and needs. He excels in reaching agreement on issues such as financing, entitlements, regulatory approvals, and deal terms. Lopez regularly assists with issues related to the structure of a transaction, addressing legal hurdles, financing requirements, entity formation, and tax structure.
C
C GAVIN MILCZAREK-DESAI, PHD Tucson office managing partner // Quarles & Brady // quarles.com Milczarek-Desai has successfully prosecuted patent and trademark cases for hundreds of clients. Possessing a PhD in molecular and cellular biology, and having performed graduate research at the Arizona Cancer Center, Milczarek-Desai has extensive knowledge of complex chemical, molecular, and genetic technologies used in research and in clinical as well as agricultural applications. Furthermore, as skilled as he is in the biomedical and chemical arts — protecting intellectual property in fields such as agrochemicals, microbial fuel cells, and thin-film photovoltaics — his education and years of experience have empowered him to understand and serve a wide variety of patent and trademark needs for national and international clients.
D TIBOR NAGY Tucson managing shareholder // Ogletree Deakins // ogletree.com Nagy is the managing shareholder of Ogletree Deakins’ Tucson office, one of the nation’s leading labor and employment law firms. With decades of in-depth employment law experience representing a wide range of employers, Nagy has a keen understanding and perspective that few Arizona practitioners in the field can offer. His considerable employment law litigation, arbitration, and appellate experience compliment and enrich the practical advice and creative solutions he provides to resolving complex human resources issues. Personal strengths: “Hard work, exceptional client service, and above all, personal integrity are three qualities without which I could not have succeeded in my career. All three remain essential to a lasting career in this field.”
D
E TED SCHMIDT Managing partner // Schmidt, Sethi & Akmajian // kss-law.com Schmidt has practiced law for 41 years and is the managing partner of one of Tucson’s most successful and diverse plaintiffs’ injury and wrongful death law firms. He is recognized as one of Arizona’s Top 50 lawyers by Best Lawyers in America. Schmidt is judge pro tempore in the Pima County Superior Court and an adjunct professor at the University of Arizona College of Law teaching Advanced Trial Advocacy. Schmidt is a Fellow in the American College of Trial Lawyers, the International Academy of Trial Lawyers, and the American Board of Trial Advocates. Personal strengths: “A love for public speaking and being in a leadership position led me to activities well suited to teaching me how to do both things well.” Professional advice: “You can’t catch a fish if you don’t have your line in the water.”
E
Nominate at azBIGmedia.com | ABL 139
lifestyle // OUTLOOK
INSTAGRAMMABLE
Here are the food and beverage trends to watch in 2020 for the hospitality,
By MICHAEL GOSSIE
F
orget the ordinary. When it comes to food and beverage trends, the hospitality industry will be driven to create nonstop Instagrammable moments in 2020. “Say bye-bye to standard banquet offerings, including generic white wine, red wine and domestic beer options you might be used to,” says Jason Adler, director of operations for Spellbound Entertainment, which includes Dakota, W Scottsdale, aloft Scottsdale, Maya Clubhouse, and Maya Day + Night Club. “Instead, brands like ours are investing in locally sourced ingredients, freshsqueezed juices and ‘wow’ elements to develop custom event signature cocktails
140 ABL | Nominate at azBIGmedia.com
and menus that would never be described as cookie-cutter.” While meetings, conventions and events were once seen as a necessary part — or evil — of doing business, event-goers now view meetings and events as experiences and opportunities to see, taste and learn new things — both professionally and personally. And while meeting planners have to factor in the experiential element into each event, experts say they need to keep it Facebook-friendly — for the participants, planners and venues. “Social media currently, and will remain, the dominant force behind exposure and marketing for any brand in the food and
beverage industry,” Adler says. “Smart brands will market to events and meetings as part of their holistic approach to digital communications, and insert calls to action in their strategic communications.” And beyond social media exposure, interaction will be key to creating those positive experiences for those attending meetings and events in 2020. “As event planners, personal engagement and social interaction will be key in ensuring memories made at the event are stories shared for days and weeks after the event,” says Mark Nelsen, director of food and beverage at Great Wolf Lodge Arizona. “Make your own guacamole with the guidance of the chef.
MOMENTS
tourism and entertainment industries
into 2020,” Adler says. “For example, partnering with a local brewer or winemaker for a specialty tasting event or pairing dinner to elevate and customize an event or meeting, or with a local farm to bring in native ingredients for specialty menus during an event or meeting.” No meat: “Hands down, watch for vegetarian and vegan menu items,” says Nate Kinstlinger, food and beverage operations manager at Harrah’s Ak-Chin Casino. “Every year we see an increase in the number of requests for vegan and vegetarian fare. The growing acceptance of plant-based proteins requires us to be creative and provide plenty of options for our guests. Our culinary team works hard to create innovative and delicious dishes that include lentils, quinoa and tofu.”
Make your own mojito with the guidance of the master mixologist. Education and interaction will be at the core of these activities, and how photos of these moments translate to social media will be a major influence in their design.” So besides making sure each eventgoer has a selfie-stick and gets to meet the chef, what are the food and beverage trends to watch in the meeting and events space heading into 2020? FOOD TRENDS TO WATCH Teamwork: “We think we will continue to see partnerships – especially those that highlight a venue’s connection to the local market – help shape the industry
Healthy options: “I’ve said it for a few years, and it hasn’t stopped: healthier food,” says Kevin Moul, director of catering and conference services at Four Seasons Resort Scottsdale at Troon North. “Our clients are requesting healthier food and along with this, they need to identify individual ingredients to help guests make choices when they have special dietary needs. In 2020, we expect to see more dishes that are interactive and transform in front of the guest, such as a plate garnish that transforms when a soup is added, or dessert that is smashed to reveal a sauce that oozes, or when a layer dissolves to reveal something underneath. I hate to say it, but food really does need to be ‘Instagrammable.’” Less is more: “Less food,” says Jeff Pilditch, executive chef at the JW Marriott Scottsdale Camelback Inn. “Expect to see smaller portions, but with higher quality products that are being locally sourced. We are also seeing interest and appeal in healthier food items during the
day and more playful and indulgent foods in the evening.” Sustainability: “The big food trends include plant-based foods,” says Erik Forrest, director of food and beverage at The Scottsdale Plaza Resort. “Mindful consumers maintain a continued focus on sustainability.” Interaction: “Involving our chef is something we have added to our offerings for meetings and event dinners,” says Oliver Badgio, chief brand officer at Steak 44, Dominick’s Steakhouse and Ocean 44. “Chef-manned food stations in the dining rooms are a great way to deliver a high-quality culinary experience and get your meeting guests up and out of the seats to meet and collaborate and enjoy more than dinner. Making great experiences is always in style.” BEVERAGE TRENDS TO WATCH Handcrafted cocktails: “Handcrafted cocktails are big and will continue to be a strong trend,” Kinstlinger says. “Drinks that have a focus on locally-cultivated, organic ingredients and garnishes are very popular. At a recent event, we featured a drink called the Honey Buzz created with locally-sourced honey from a bee farm just down the road. The lemons we used in the honey sour were also locally grown. Preparing drinks with a local twist, gives our staff something to talk to guests about and is just another way we look to make every guest experience unique and memorable.” Mocktails: “I think the big trend for 2020 meetings and events will be mocktails and local spirits,” Forrest says. “Attendees are looking for an experience and mocktails offer an opportunity for guests to enjoy a drink that feels fancy without over indulging. For those who still desire a Nominate at azBIGmedia.com | ABL 141
lifestyle // OUTLOOK
Jason Adler
Oliver Badgio
Conor Favre
Erik Forrest
Nate Kinstlinger
Kevin Moul
Mark Nelsen
Jeff Pilditch
little kick in their cocktail, local spirits always provides an opportunity to taste something totally unique to our area.” Seltzer, anyone? “Seltzer. Seltzer. Seltzer,” Nelsen says. “The recent boom of hard seltzers in the market took everyone by storm, even inspiring many local craft beer brewers to add this emerging option to their lineup. Offering a universal, low-calorie and approachable option to the menu, the likes of Truly, WhiteClaw and locally-produced ‘craft seltzers’ served on tap, will be prevalent for the foreseeable future.” Kombucha: “Kombucha is a beverage that’s having a moment right now,” says Conor Favre, executive chef at the Fairmont Scottsdale Princess. “It’s versatile, healthy, and can also be used in cocktails and mocktails for a refreshing drink at the end of the day. Craft beer has maintained its popularity, particularly local brews and IPAs.” Regional drinks: “After the trend of flavoring liquors and the popularity of micro brews, there is growing demand for small, regionally produced hard liquor, such as gin, with strong botanical flavoring,” Moul says. “We also are expecting even more demand for the highest-quality mixers. We also are seeing the use of botanical extracts for cocktails, which is a complete departure from sweetened syrups. Post142 ABL | Nominate at azBIGmedia.com
meal ‘digestifs’ — in particular the Italian Amaros — are growing in popularity, as are sherry, port, sweet vermouth and the classic cognacs.” Holistic approach: “I expect to see a lot more holistic and health conscience beverages like cactus water spritzers, Kombucha mocktails and CBD-infused drinks,” Pilditch says. “Any kind of play on retro always comes full circle with modernized twists on the classics. Lowsugar drinks and flavored ices are on the rise as well.” Tiny tastes: “Mini-signature cocktails offer an interactive and unique experience in which a group has an opportunity to taste a wide variety of mini versions of our signature hand-crafted cocktails, fully dressed up and presented like a small scale version of the real thing,” Badgio says. “It’s very experiential.” MAKING IT SPECIAL Forrest says it’s important to realize that attendees no longer see business meetings. They see business events. “I believe we will continue to see groups turn their annual meetings into full-blown festival-style events,” Forrest says. “The demands will grow for menu customization and creative food to fit the theme of the event. Meeting and event attendees will also continue to become more demanding in having venues meet their dietary needs. Guests are much
more mindful of their dietary intake.” Attendees of 2020 events will also be looking to enjoy a sense of connection. “Clients are looking for stories, such as the chef or bartender’s local or cultural ties,” Moul says. “They want freshly made foods that are far from packaged consumer foods. It started with potato chips and popcorn, and now we see it in cold pressed beverages and Kombucha on tap. Meeting planners are beginning to look for new and interesting items that are not mainstream. These may be something locally made or reflective of the location — like cactus water or agua fresca.” Moul says he expects there will be demand for a more even balance of healthy and unhealthy food options, such as fresh pressed juices served alongside milk shakes. Which is exactly what experts say meeting and event planners will see in 2020: a mix of the old and new. “Guests still want all the traditional elements of an event — good food, service, linens, themes, etc.,” Favre says. “But they want to leave having enjoyed a unique experience they will remember for a long time. Planners should be prepared to work with event hosts to create unique experiences that are on brand for the organization and on theme for the event.” That’s the bottom line: Creating an experience for guests is a must in 2020. “And it will go far beyond drink specials,” Adler says. “Our Maya concept is a key example of this in action. Most know the brand as Maya Day + Night Club, an indoor/outdoor club offering daytime pool parties, bottle service and DJ nights. During fall and winter, however, we now transition the brand into Maya Clubhouse, open to all ages during the day and providing guests with yard games, craft cocktails, a complete food menu, live music and sports. It’s an experience that lends itself perfectly to team building, holiday parties, customer appreciation events and even private parties for the many groups in town during the high season.” Alison Bailin Batz contributed to this story.
lifestyle // AUTO DEALERS
A BRENT BERGE Owner // Berge Ford and Bell Ford // bergegroup.com
A
Berge founded Berge Auto Group for the purpose of delivering quality products and service to customers and to provide jobs and job security for its employees, as well as benefitting the community. Berge’s commitment in each location is made only after determining the quality of the products and services which can be furnished to the public. Company strengths: “Our main focus is providing the highest level of customer service possible and our dedication in this area has paid off with our biggest strength: customer satisfaction.” Industry outlook: “The biggest driving force behind auto sales in the coming year will be the economy. Gas prices remaining low have already fueled our truck and SUV sales greatly.”
B WILLIAM COULTER CEO // Coulter Automotive Group // shopcoulter.com
C
Coulter is the third generation owner of the Coulter Automotive Group, and his management philosophy is evident in the attributes of the individuals he selects for his sales and customer service teams. All employees, from the hands-on parts and service personnel to the first sales representative you meet in the showroom, personify the Coulter commitment to excellence: Commitment to matching their customer’s needs with the right product, not to pressure, manipulate or “up-sell”; and commitment to creating an environment where their customers know that Coulter sales and service representatives are their “car advisors” whose primary job is their complete satisfaction. Today, Coulter manages a 516-member “family” of loyal employees that carry on that simple philosophy.
C BULL EARNHARDT General manager // Earnhardt Lexus // earnhardtlexus.com Earnhardt is the owner and operator of Earnhardt Lexus. Built from the ground up after the Earnhardt Lexus Central Phoenix site was acquired in 2014, the Camelback Lexus dealership spans 67,000 square feet. Earnhardt says the Camelback dealership will help Earnhardt Auto Centers continue to provide its selection of L/Certified Lexus vehicles. He is the grandson of Tex Earnhardt, founder and CEO of Earnhardt Auto Centers. Impact of location: “Obviously, we’re excited to be close to the Biltmore, Moon Valley and Phoenix. It’s an area of redevelopment. There’s a lot going on in Central Phoenix. Our customers can get to us a lot better than they could at our old location.”
D ERNIE GARCIA III President, CEO and chairman // Carvana // carvana.com Garcia co-founded Carvana and has served as president and CEO since its inception in 2012. Prior to founding Carvana, Garcia held various roles at the DriveTime Automotive Group from January 2007 to January 2013. From January 2007 to December 2008, he served as a financial strategist. He was a managing director of corporate finance from December 2008 to November 2009. From November 2009 until January 2013, he served as a vice president and treasurer and director of quantitative analytics. Impact of technology: “Throughout our entire process – whether it’s acquiring cars, reconditioning cars, the way we provide financing to customers, the way we price cars, the way we sell cars – everything is done in a way that leverages the way technology is available.”
D
E DAVID KIMMERLE CEO // Sanderson Ford // sandersonford.com Kimmerle is proud that Sanderson Ford has been in business for more than 60 years. He gives the credit to the employees, customers and the Sanderson philosophy of doing business. For their 60th year Sanderson donated more than $1 million in food, toys, clothing and money to serve those in need. The dealership also works with veterans and Seats for Soldiers as a way to honor those who have served. Sanderson Ford is the only dealership in the area that is closed on Sundays, a management philosophy that Kimmerle has that allows employees to spend time with family. The dealership was originally founded by Don Sanderson, Kimmerle’s father-in-law.
E
144 ABL | Nominate at azBIGmedia.com
lifestyle // JEWELERS
A RANDY COFFIN President // Coffin & Trout Fine Jewelers // coffinandtrout.com
A B
Coffin started his jewelry career more than 43 years ago. Coffin & Trout is now entering its 34th year of building award-winning jewelry here in the Valley. Coffin has recently been recognized with several American Gem Trade Association Spectrum Awards for his designs, which is considered the Oscars of the jewelry industry. Professional advice: “Stay ahead of the curve when it comes to technology. Embrace the differences in your team, listen to them and lead by example. Work outside the box and never fear your dreams, but instead find ways to make them a reality.” Industry outlook: “Like many industries, the only constant is change. As long as those in my industry are able to embrace change and adapt to all of the nuances of a younger generation, then I feel that 2020 will be another great year.”
B SCOTT GAUTHIER Owner and designer // Jewelry by Gauthier // jewelrybygauthier.com
E
Over the past 25 years, Gauthier has become one of the most renowned and recognized high-end jewelry designers in the country. His work favors a clean and modern aesthetic, accented with some of the world’s most precious and rare gemstones. Gauthier designs and molds each piece himself, creating distinctive works of art that reveal his contemporary vision.The purity of each design is inspired by nature, gemstones, architecture and his past creations. As influential as he is cutting-edge, Gauthier continues to reinvent himself, constantly developing new techniques and building off previous inspirations to gain new insight and direction.
C EDMUND MARSHALL Owner // E.D. Marshall Jewelers // edmarshalljewelers.com
C
Since 1971, Marshall has earned a distinctive reputation for providing clients with Arizona’s largest selection of high end gems, GIA certified diamonds, custom jewelry and new and pre-owned luxury watches. From the beginning, Marshall established very high standards for quality and customer service. In 1981, Capriccio Fine Jewelry was opened in Scottsdale to offer jewelry designs that were created by the craftsmen in the manufacturing shop at E. D. Marshall Inc. In 1995, Marshall opened E. D. Marshall Jewelers in a newly renovated building on Scottsdale Road, which continues the tradition of manufacturing original fine jewelry designs, with an emphasis on perfection of craftsmanship.
D ALFREDO MOLINA Chairman and CEO // Molina Fine Jewelers // molinafinejewelers.com D
Internationally recognized jeweler and gemological expert known worldwide, Molina is chairman and CEO of Molina Fine Jewelers and Black, Starr & Frost, America’s first jeweler since 1810. Both names are synonymous with sophisticated designs, rare gemstones, and creating historic jewelry for America’s captains of industry, as well as celebrities and royal families. Personal strengths: “My grandfather believed that faith and resilience were one in the same. Never give up, never surrender. Reputation, integrity, honesty, courage, and the willingness to exceed the expectations of those we serve creates trust and friendship.” Professional advice: “Passion, always live life with passion. Without passion, there is no life. Always remember that we have to understand the needs of others and not focus on our own.”
E OLIVER SMITH Designer and owner // Oliver Smith Jeweler // oliversmithjeweler.com Smith has been making exceptional jewelry in Arizona since 1981. With exquisite designs, competitive pricing and the highest quality of craftsmanship and ethical standards, Smith aims to create jewelry to last a lifetime. Smith got his start in the jewelry industry after graduating from Lock Haven University with a BA in economics. Originally from Worcester, Pa., this GIA graduate gemologist came West 30 years ago to start his own jewelry business and has been successful ever since. He enjoys planning the future of Oliver Smith Jeweler, promoting the Oliver Smith Jeweler brand and designing new pieces and collections.
146 ABL | Nominate at azBIGmedia.com
FOR CONNOISSEURS OF THE WORLD’S MOST EXTRAORDINARY GEMS. By Appointment Only 3134 EAST CAMELBACK ROAD PHOENIX, AZ | 602.955.2055 | MolinaFineJewelers.com
lifestyle // RESTAURANTEURS
A LAUREN BAILEY CEO and co-founder // Upward Projects // upwardprojects.com Bailey leads the company’s strategy, while also maintaining the infectiously dynamic attitude of the staff — more than 70 of them. She’s also the driving force behind the design and conceptualization of new projects. A passionate promoter of the local food scene, Bailey is a steering committee member for Devour Phoenix, has been inducted into the Arizona Culinary Hall of Fame as Restaurateur of the Year and honored as a Food Pioneer by the Arizona Restaurant Association. Professional advice: “Be willing to take risks and be uncomfortable regularly. You have to quantify what’s the worst that can happen, decide whether you can deal with it and then go for it or don’t. It’s a simple equation that helps to quickly evaluate every day decisions as well as long-term risks.”
A
B
B LISA DAHL Owner and executive chef // Dahl Restaurant Group // dahlrestaurantgroup.com Dahl is one of the country’s leading female chefs and restaurateurs who has pioneered the culinary scene in Sedona for more than 20 years. Dahl is the executive chef and owner of five outstanding Sedona restaurants — Dahl & Di Luca Ristorante Italiano, Cucina Rustica, Pisa Lisa, Butterfly Burger and Mariposa Latin Inspired Grill. Personal strengths: “Growing up, I was the daughter of a family who operated a women’s clothing business, which is where I spent most of my time. I’ve loved the hospitality side of the business since I was younger. In fact, I’m fairly certain my first five words were, ‘How may I help you?’ What I enjoyed the most was making people feel good about their image and how they looked. Although my career path has changed, the essence of service is the epitome of my calling.”
C
C SAM FOX Founder and CEO // Fox Restaurant Concepts // foxrc.com Fox opened his own restaurant when he was only 21, and launched his first Fox Restaurant Group concept — Wildflower — in 1998, but became a household name after putting healthy eating on the map when he partnered with Dr. Andrew Weil to open the revolutionary True Food Kitchen in 2008. Since the beginnings of Fox Restaurant Concepts, Fox has created an ever-evolving and growing lineup of unique concepts, which now spans across the United States. He’s built a team of over 4,000 employees, garnered a smattering of awards and earned a James Beard nomination. Professional advice: “Don’t be afraid of failure. Being afraid of failure has given me the courage to take big risks and make mistakes—and that’s what moving forward is all about.”
D RYAN HIBBERT Chairman and CEO // Riot Hospitality Group // riothg.com Hibbert has helped RHG develop on trend concepts in Arizona and Chicago since 2009. Hibbert, with colleagues Mike Troyan and Jon Wright, combined their passion for the industry and expertise to develop El Hefe, Farm and Craft, Hand Cut and Dierks Bentley’s Whiskey Row. Professional advice: “Multi-tasking to me is a big no-no. I am a big believer in taking on every task in business as its own small project. I will analyze everything on my desk individually and see it to its completion, which in my opinion gives a better overall finished product.” Surprising fact: “I am a huge chemistry nerd. I actually taught organic chemistry at the University of Arizona as an undergraduate because I was thinking about going into teaching.”
D
E SILVANA SALCIDO ESPARZA Founder and chef // Barrio Cafe // chefsilvana.com Chef Silvana is a baker’s daughter, an activist and a chef. She comes from a long line of cooks and bakers and was trained by her grandmother and parents, in business and in the kitchen. Now she’s busy training the next generation. Chef Silvana creates award-winning food and restaurants in Phoenix, where she is celebrated for her contributions to the city’s vibrant profile. Her food has been featured in Esquire Magazine and on Food Network’s Diners, Drive-Ins and Dives. Chef Silvana has been inducted into the Arizona Culinary Hall of Fame. Personal strengths: “My personality is reflected in my cuisine and being an ‘I don’t care’ kind of person liberates me from the things that paralyze people. I push the envelope and it’s reflected on the plate.” E
148 ABL | Nominate at azBIGmedia.com
11
SIGNATURE EVENTS
COOF C KTAI PARTY BEST THEL BEST BASH
January Nominate Sept-Oct
March Nominate Oct-Dec
March Nominate Aug-May Voting Aug-July
May Nominate Jan-Feb
August
August Nominate March
September Nominate June
October Nominate July-Aug
November Nominate March-June
Quarterly
November Nominate July-Aug
We want to put you in front of the perfect audience by becoming a part of AZ BIG Media’s events!
azBIGmedia.com
602.277.6045
lifestyle // SPORTS
A MICHAEL BIDWILL President // Arizona Cardinals Football Club // azcardinals.com Bidwill was instrumental in the effort that led to the creation of the University of Phoenix Stadium. The stadium has been noted as a catalyst for the Cardinal’s recent success and the team has sold out every game it’s played since the venue’s opening. NFL controversies: “I think it’s important to speak up. People are saying stick to sports? You know what? We ask our players 20 days a year — game days — to restrict their statements. The rest of the days, we want our players to get engaged in the community. Just like I am and other owners are. I’m working with an NFL committee called the Social Justice Committee, where we’re working with players across the league to get them more involved in changing policy and making America a better place for everyone.”
A B
B DANA GARMANY Executive chairman // Troon // troon.com Garmany has more than 35 years of industry experience developing and operating golf facilities worldwide. He has been named by both Golf Inc., Golf Digest and Golfweek as one of the most powerful and influential people in golf. Garmany founded Troon in 1990, and today serves as its chief executive officer. He has received numerous honors during his career, including the DeKalb County Alabama Sports Hall of Fame, Southwest Section PGA Hall of Fame, the Arizona Golf Hall of Fame, the University of Alabama Hospitality Hall of Fame and the Lifetime Achievement Award from the HSBC International Golf Forum. His leadership at Troon helped create a company that continues to lead and set standards for domestic and international daily fee, resort and private golf courses.
C JULIE GIESE President // ISM Raceway // ismraceway.com
E
C
Giese was named the president of ISM Raceway in 2018 and is the only current female president of a NASCAR track. Giese worked tirelessly alongside the ISM Raceway team on the design and project management of the $178 million ISM Raceway renovation and upgrade. Personal qualities: “Hard work. I’m not afraid to put in the long hours and extra time to do it the right way to ultimately achieve my goals.” Source of pride: “The opportunity to lead the amazing team at ISM Raceway is truly an honor, and being the only current female president of a race track makes me extremely proud.” Surprising fact: “Growing up on a dairy farm in Wisconsin, I loved showing our animals at the county fair. My nephew is now showing his animals at the fair, giving me an excuse to visit each summer.”
D KEN KENDRICK Managing general partner // Arizona Diamondbacks // dbacks.com A charter member of the ownership group that brought baseball to Phoenix, Kendrick was named managing general partner of the Arizona Diamondbacks in 2004. During his tenure in that role, the team has reached the post-season three times, including 2017, and has become one of the largest philanthropic entities in the Valley, as the D-backs and the Arizona Diamondbacks Foundation have donated more than $55 million since their inception. The team is annually ranked among the best places to work in Arizona, while maintaining the lowest Fan Cost Index in Major League Baseball for 10 consecutive seasons. Professional advice: “Be willing to become an intern in the minor leagues of baseball and learn the business from the ground up.”
E ROBERT SARVER Owner // Phoenix Suns // nba.com/suns A lifelong sports fan, Sarver’s quest to purchase an NBA team began with a conversation with University of Arizona basketball coach Lute Olson. Olson referred Sarver to Steve Kerr, a former player at Arizona and a 15-year NBA veteran, to assist him in buying an NBA franchise. Sarver, chairman and CEO of Western Alliance Bancorporation, bought the Suns from Jerry Colangelo in the spring of 2004. He is also the co-founder of Southwest Value Partners, a real estate development company. Toughest challenge: “Basketball is a very humbling business. In the banking business, a lot of banks can make money in a given year. In basketball, one team wins and one team loses every night.”
150 ABL | Nominate at azBIGmedia.com
D
SUN
MARCH / APRIL MON
HOME AWAY
TUE
WED
INTERNATIONAL
THU
FRI
SAT
26
27
28
3
4
3
ATL ATL ATL
14
15
16
14
18
17
18
19
20
21
22
23
21
25
24
25
26
27
28
29
30
28
10
11
12
13
14
15
16
17
19
20
21
22
23
24
26
27
28
29
30
CHC CHC
ATL ATL ATL CIN CIN
HOU HOU CHC
8
KC
THU
FRI
NYM NYM NYM STL STL SD SD SD DET DET
31
SUN
SAT
9
10
11
2
18
9
25
16
CIN CIN
13
16
17
19
20
14 15 ALL-STAR GAME 21 22
23
24
27
28
30
31
29
STL
4
12
26
WAS
3
7
MIA MIN MIN MIN
MIL NYM NYM NYM WAS WAS WAS
2
6
CIN COL COL COL
WAS WAS WAS MIL MIL
TUE
JUNE WED
SD
THU
FRI
SAT
1
2
3
4
5
6
8
9
10
11
12
13
15
16
17
18
19
20
22
23
24
25
26
27
29
30
SD SD
COL COL COL SD SD
SD LAD LAD LAD LAD MIL MIL
MIL LAD LAD LAD
PHI PHI
PHI PHI KC
DET
5
CWS
SD
CHC
MON
COL COL COL
13
9
1
CHC CHC
12
8
WED
2
11
7
JULY
1
10
6
TUE
SUN
SAT
7
CHC SF SF SF SF COL COL
MON
FRI
9
5
SUN
THU
8
2
CIN
WED
7
1
SD
MAY 6
31
PIT PIT PIT
TUE
5
30
COL
MON
4
29
ATL SF SF SF
SUN
CWS CWS MIA MIA SF SF
SF PHI PHI PHI LAD LAD
MON
AUGUST TUE
WED
THU
FRI
SAT
SEPTEMBER
SUN
MON
LAD
LAD
30
SF
8
9
10
11
12
16
17
18
19
23
24
25
26
LAD LAD
7
8
6
10
11
12
13
14
15
13
14
15
17
18
19
20
21
22
20
21
22
24
25
26
27
28
29
27
28
29
31
MIA MIA
CLE CLE CLE MIA MIA
SAT
7
6
SF SF SF
FRI
4
5
LAD KC KC
THU
3
4
HOU HOU PIT PIT PIT
WED
2
3
PIT COL COL COL COL LAD LAD
23
TUE
1
1
5
STL STL
STL SD SD SD SD LAD LAD
LAD SF SF SF SD SD SD SD
COL
SF SF 30
COL COL
lifestyle // TOURISM
A BRENT DERAAD President and CEO // Visit Tucson // visittucson.org DeRaad took over as leader of Visit Tucson in 2012. He responsible for the overall operation of the former Metropolitan Tucson Convention and Visitors Bureau, its budget and various departments, including sales and marketing, partnership, public relations, sports, Mexico and film. He came to Tucson with more than 20 years’ experience in management, marketing, community affairs and public relations, 14 of those in the tourism industry. He was most recently the executive vice president of the Scottsdale Convention and Visitors Bureau. During his tenure in Scottsdale, he led the campaign for Proposition 200, in which voters approved a two percent increase in the local bed tax and successfully worked with city council to allocate half of the total collected to the CVB.
A
B
C
B DEBBIE JOHNSON Executive director // Arizona Office of Tourism // visitarizona.com Johnson is 20-year tourism veteran. She stepped into the executive director role of AOT after serving as president and CEO of the Arizona Lodging and Tourism Association. Johnson is recognized statewide for the great work she’s done to market Arizona to the world. She is an instrumental voice for Arizona’s tourism industry and has been be invaluable in the state’s efforts to highlight Arizona as a premier place to visit, do business, recreate and retire. Personal strengths: “I think the best quality a person can have is a positive attitude. I am willing to do whatever it takes to meet our goals and no task is too big or too small. This makes most anything achievable.” Professional advice: “Work hard, be honest and treat everyone with courtesy and respect.”
C STEVE MOORE President and CEO // Visit Phoenix // visitphoenix.com A 40-year veteran of the industry, Moore came to Visit Phoenix in early 2002 and helped secure funding for the expansion of the Phoenix Convention Center and was inducted into the Arizona Tourism Hall of Fame in 2012. Source of pride: “Being in a key team position for the marketing and opening of large convention centers in three major cities that remain vibrant. Also, being a part of the groups that booked or hosted two Super Bowls, two Final Fours, two NBA all-star events and a Major League Baseball AllStar Weekend.” Professional advice: “In the convention andvisitors world, you must be dedicated 24/7. Also — in any industry — when sending an email, don’t push ‘send’ before you’ve really thought about it.”
D KIM SABOW President and CEO // Arizona Lodging and Tourism Association // azlta.com Sabow serves as the president and CEO of AzLTA, where she leads the advocacy, communication, collaboration and education efforts for one of the state’s leading industries. Prior to joining AzLTA, she served as Gov. Doug Ducey’s director of international affairs and as executive director of the Arizona-Mexico Commission. Professional advice: “Surround yourself with strong talent. Hire people smarter than you. Listen. Communicate. Take risks and don’t be afraid to make mistakes. Never stop learning. It’s OK not to have all of the answers. Focus on collaboration and modernization. Most of all, be authentic and do what you love.” Surprising fact: “I have a passion for sports. I grew up playing competitive tennis and went to college on a tennis scholarship.”
D
E RACHEL SACCO President and CEO // Experience Scottsdale // experiencescottsdale.com
E
152 ABL | Nominate at azBIGmedia.com
For 30 years, Sacco has played an integral role in Scottsdale’s tourism industry. She has been recognized for her contributions by being inducted into Scottsdale’s History Hall of Fame, Arizona State University College of Public Programs’ Alumni Chapter Hall of Fame and Arizona Governor’s Tourism Hall of Fame. Sacco’s vision and leadership helps bring 7.5 million visitors to Scottsdale annually, who contribute $2.6 billion in economic impact, including $1.1 billion in direct spending in Scottsdale. Professional advice: “A quote from Maya Angelou has always stuck with me: ‘People will forget what you said, people will forget what you did, but people will never forget how you made them feel.’ Wherever you are in your career or in your life, remember to cultivate your relationships sincerely.”
lifestyle // TOURISM HOSPITALITY
A STEVE HART General manager and area general manager Marriott International // marriott.com
B C
Hart, a 47-year hospitality veteran, has served Marriott for 40 of those years. Additionally, he developed JW Marriott Desert Ridge Resort & Spa and opened the resort as general manager in 2002. He oversees all Marriott development and operations in Arizona. Personal strengths: “Having a passion to take incredible care of our guests, associates and our business. Focusing on family first and Marriott second. Being clear on expectations. My ultimate goal is to provide a great experience for the associates who work in our hotels and the guests who stay there.” Professional advice: “It’s all about attitude. Be willing to work very hard. Be true to who you are. Always listen well and carefully. Do everything with a purpose because you can make a huge difference.”
B FRANK HEAVLIN President and CEO // Heavlin Management Company // hmchospitality.com
E D
Heavlin began his 40-plus-year career in the hotel industry in 1976 with the Marriott Corporation. In his 13 years at Marriott, he held various positions culminating with corporate food and beverage Director. Frank then joined the Walt Disney Company, where he worked for three years as corporate director of operations/food and beverage and was responsible for overall concept development and hotel/non-park operations. Foremost in his accomplishment sat Disney were the openings of the Five-Star Grand Floridian Hotel, Pleasure Island, Caribbean Beach, Typhoon Water Park, and his contribution as a member of the Concept and Development Team for Euro-Disney. In 1991, Heavlin created Heavlin Management Company, a hotel management company based in Chandler.
C DAVID KONG President and CEO // Best Western International // bestwestern.com
A
Kong is an industry leader with a long track record of success. Since being named president and CEO of Best Western Hotels & Resorts in 2004, Kong has led the company to significant financial results, including an average RevPAR index of more than 109 over the past six years, as well as unprecedented success in guest loyalty and hotel satisfaction. Best Western has a global network of more than 4,200 hotels with annual hotel revenue of more than $7 billion. Personal strengths: “Growing up in Hong Kong and witnessing the work ethic of my parents, I understood the value of hard work. As an immigrant, I recognized that I had to work harder than others to get ahead. So that’s what I did and I took on every challenge that I could find.”
D SCOTT LYON Founder and CEO // Westroc Hospitality // westroc.com Lyon grew up in real estate, learning the business from his father Rusty, founder of Westcor. Leadership of the renovation and expansion of Scottsdale Fashion Square highlights Scott Lyon’s’s tenure at Westcor. In 1998, Scott formed a company devoted to the development and management of hotel/resort properties and created Westroc Hospitality, which manages the Sanctuary on Camelback Mountain, the iconic Hotel Valley Ho, Paradise Valley’s Mountain Shadows and Castle Hot Springs. Industry outlook: “We are fortunate to be in a destination with a unique culture, incredible desert scenery, vibrant dining scene and wonderful winter weather. As long as the East Coast has cold winters, I see the demand for travel to Phoenix continuing to be strong and stable.”
E JACK MILLER Regional vice president, Central U.S. region Fairmont Hotels & Resorts/Fairmont Scottsdale Princess scottsdaleprincess.com Miller joined the Fairmont Scottsdale Princess in 2009 as general manager of the iconic 750-room, AAA Five Diamond resort in the Sonoran Desert. His role expanded to regional vice president in 2017. Miller, a 40-year veteran of the hospitality industry, has overseen the Princess’ unprecedented expansion with the new Palomino Conference Center, 102 new guest rooms, the new Sunset Beach and award-winning events. Professional advice: “Find a career that you can truly be passionate about. Life is too short to spend time in a career that doesn’t inspire you. If you’re passionate and inspired, you’ll invest your time, talent and energies in success. Loving what you do is truly success.” 154 ABL | Nominate at azBIGmedia.com
lifestyle // TOURISM SPECIAL EVENTS
A DREW ALCAZAR Owner and CEO // Russo and Steele // russoandsteele.com Alcazar and his wife launched Russo and Steele Collector Automobiles in 2000, featuring two specialty auctions annually — one in Scottsdale in January and the other in Monterey, Calif. in August. Professional advice: “Any form of entrepreneurship requires fairly extreme levels of both insanity and tenacity. When you do what we do, it’s a 24-hour-a-day, seven-day-a-week, 365-day commitment. You have to not only live, but completely love what it is that you do and understand going in that there will be pitfalls. Those that we see succeed not only in this industry, but across the board, possess an unwavering desire to reach the top of the mountain, they don’t allow themselves to be effected by the risks and the inevitable disappointments involved and they focus solely on living their dreams.”
A
B CRAIG JACKSON Chairman and CEO // Barrett Jackson Auction Company // barrett-jackson.com
C
Jackson has earned a reputation as one of the world’s most respected car collector and restoration experts with nearly 40 years in the industry. Jackson has helped propel BarrettJackson’s evolution into being the world’s leading collector car auction and automotive lifestyle event. Industry outlook: “Over recent years, we’ve seen a steady increase of Gen-Xers and Millennials entering the collector car industry, buying more cars from the 1970s, ‘80s and ‘90s. I see that segment growing even stronger as we bridge the gap with future generations. The RestoMod market also continues to be strong, combining the great look of a classic car with newer technology that younger generations want. It definitely makes for an exciting future in the collector car industry.”
D
C MIKE NEALY Executive director // Fiesta Bowl // fiestabowl.org Nealy is the executive director of the Arizona Sports Foundation and the Valley of the Sun Bowl Foundation, community-based organizations that operate the PlayStation Fiesta Bowl, CheezIt Bowl (formerly the Cactus Bowl), Fiesta Bowl Charities and numerous community events throughout the state. Personal strengths: “There is no substitute for hard work. I often took on the ‘hard job,’ but with that came experience and new skills that led to expanded opportunities. I hope I have stayed humble along the way, smiled and didn’t take things too seriously.” Industry outlook: “I feel very positive about the future of the Fiesta Bowl organization, college football and our charitable efforts in the State of Arizona. No doubt, change is coming as it is in all industries, but I like our chances.”
D JIMMY WALKER Executive director // Celebrity Fight Night // celebrityfightnight.org Approximately 25 years ago, Celebrity Fight Night came to life through the vision of Walker, who thought it would be possible to raise money for local charities through a celebrity charity event. Personal strengths: “There are many people in my industry considerably more successful than myself. Probably my best strength or gift is how I develop special relationships — known as ‘networking’ — throughout the years with business people, athletes and entertainers.” Professional advice: “The advice I would give for someone entering the industry today would be to seek out some mentors. Learn from them! Watch and observe them. Some of my mentors have been Jerry Colangelo, Harvey Mackay, Lee Hanley and Michael Jordan, who has been a client for many years.”
B
E TIM WOODS Tournament chairman // Waste Management Phoenix Open // wmphoenixopen.com Woods leads The Thunderbirds in the planning and execution of every facet of the 2020 event, including meeting with current and potential sponsors, recruiting PGA TOUR players to the event, community and sponsor relations and developing new on-course venues. An Arizona native, Woods is a graduate of Brophy College Preparatory and The University of Arizona. He is co-owner of Farmer Woods Group, a full-service insurance brokerage firm providing risk management resources for a wide variety of businesses and personal asset protection for individuals. Source of pride: “I’m extremely proud to have earned the respect of my fellow Thunderbirds and I’m truly humbled knowing they have placed their trust in me as tournament chairman.” 156 ABL | Nominate at azBIGmedia.com
E
professional services // INDUSTRY OUTLOOK
FATHER OF
REINVENTION Tech adaptability and omni-channel marketing will dominate professional services in 2020 By ERIN THORBURN
Y
ou’ve likely heard the phrase, “Mother of Reinvention,” but did you know that the “father of reinvention” resides right here in the Valley? Prisma CEO and third-generation Arizonan, Bob Anderson lives in the power and possibilities of reinvention. His adaptable, ambitious business acumen is no doubt what has helped fuel a near two-decades of success in the printing and direct marketing industry.
158 ABL | Nominate at azBIGmedia.com
Being open to change and progress has brought Prisma from its boutique printing roots to its presence as a present-day commercial printing and direct marketing mega source. Much like change and progress serving as beacons of business success for Prisma, they also happen to be of great necessity in the competitive, ever-evolving, and dynamic realm of global professional services and marketing. In 2020, technology will take center stage even more than it has the past several years—in virtually every aspect of professional services. If companies want to compete, they must be willing to embrace reinvention in how they deliver messaging and customer service. “Tech-enabled services in our industry is really moving the needle,” Anderson says. “We are seeing clients who need a program, win-back, loyalty, data-driven health and financial services communications. The value of data is becoming even more important, for all industries. Clients are spending their marketing dollars on more targeted messages.”
Changes to know
Content is still king, but it only maintains its supremacy if used correctly. For example, according to Hubspot, 85 percent of marketers report lead generation as the most valuable content marketing goal. But, as Anderson points out, if the messaging isn’t on point, content is only clutter. Messaging not only must be targeted appropriately in content but must also be delivered in the right context, through the proper channels. This is where Anderson says “multi-touch, omni-channel marketing” comes in. Many people confuse the multi-channel experience with omni-channel marketing — and it’s easy to see why. Multi-channel Nominate at azBIGmedia.com | ABL 159
professional services // INDUSTRY OUTLOOK
EVOLUTIONARY: During more than
15 years as owner of Prisma, Bob Anderson has led the company through an evolution from a traditional, highend boutique printer to an all-inclusive commercial print and direct marketing solutions provider. (Photo by Erin Thorburn, AZ Big Media)
MARKETING TRENDS
Part of anticipating marketing and professional services trends for 2020 involves glancing in the rearview mirror. Take a look at these Hubspot insights into social media, web content, marketing automation and more to glean a greater look at what’s to come: •8 6 percent of consumers reported the preference for authentic and honest branding when it comes to social media marketing. marketing simply means that a company utilizes marketing channels such as a website, blog and social media to connect with customers. It’s something virtually all professional services companies do and have been doing for some time. Omni-channel marketing, however, provides a more seamless and integrated marketing approach. This means that all channels — website, blog, social media — provide the customer with indistinguishable messaging and service. Everything is targeted the same way, no matter what channel it comes through. It may seem like an obvious distinction, but continuity in content delivery is harder than most companies anticipate. “Omni-channel marketing involves more fact-driven communication for the client’s end-user,” Anderson says. “We’ve seen the increase of incorporating digital and social channels, combined with traditional mediums like direct mail.” It’s this supply chain marketing approach that has enabled Prisma to deliver a proven ROI to consumers. “We see the data from all of our clients through CRM, franchise ordering or LSM (local store marketing) programs,” Anderson says.
Listen up
Tied to the omni-channel marketing approach will be the addition and proliferation of voice-enabled services. 160 ABL | Nominate at azBIGmedia.com
Research demonstrates that 65 percent of 25 - 49-year-olds already speak to their voice-enabled devices at least once a day. By 2022, voice marketing is anticipated to be a $40 billion marketing channel. How does this apply to professional services? If companies haven’t yet optimized their content for voice search, they should do it sooner than later. As of now, Google reports that 20 percent of all Google search queries are conducted via voice. With all the adaptations and advancements in technological delivery of goods, professional-services consumer expectations are high. To meet their demands, companies must be adaptable and forward-thinking. “We know that consumers are in the driver seat. Companies are competing to try and make consumers lives easier and save time with recommendations based on preferences and even more automation,” Anderson says. “However, consumers value authenticity, security, personalization, superior customer service is no longer a differentiator, it’s an expectation. A clear, consistent brand across all platforms is key to success as well as the ability to incorporate variable data.” And of course, the ability to keep reinventing is a professional services strategy that will always be relevant — just ask the father of reinvention.
• T hree-times as many leads are obtained through content marketing versus paid search advertising. 2 percent of consumers are •6 more motivated to learn about a product after viewing the information in a Facebook Story. • Tuesdays are the best days for marketers to send emails because they get the highest open rates of any day during the week. • $25.1 billion annually by 2023 is the spending accumulation for marketing automation tools. •5 1 percent of the budget of marketers and advertisers is applied to purchasing mobile ads. • 70 percent of consumers don’t care for mobile ads. • The most popular sales tools include CRM, social prospecting, data and list services, email engagement, phone and sales cadence. •8 2 percent of smartphone users utilize “near me” search criteria to locate products and services. • $4.5 trillion is the projected sales for global retail e-commerce.
21st century technology that can revolutionize your business Over 300 top brands use Prisma’s dokshop technology to manage their multi-location marketing.
All Things Print Web-to-Print & Custom Integrations Grand Format Strategic Field Integration Data Analytics & Mailing Fulfillment
602 243 5777 | prismagraphic.com
professional services // ACCOUNTING
A SANDY ABALOS Principal in charge, Phoenix office // REDW // redw.com Abalos has more than 30 years of successful public accounting experience. She specializes in the financial needs of privately held businesses through a wide range of services, including accounting, business consulting, tax planning, succession planning, entity structuring, financing, and business cash flow management. Gifted at explaining complex financial and accounting issues in terms that people understand, Abalos is a creative business analyst. Personal strengths: “Communicating complex matters into concepts that people understand has enhanced my success. Clients often say I am the first CPA they ever understood--with comprehension comes confidence. I play piano and love math, which leads to critical thinking and creative problem solving. Ideas just pop into my head.”
A
B RANDY BRAMMER, CPA, CCIFP Partner // Wallace, Plese + Dreher // wpdcpa.com
C
Brammer has more than 15 years of combined finance and professional accounting experience and helps Arizona companies build stronger internal controls, improve financial reporting and manage profitability. An advocate for the construction industry, Brammer serves on the local Construction Financial Management Association’s (CFMA) board as an officer and is the pastpresident of Young Construction Financial Professionals. Industry outlook: “A lot of blue sky and change. Technology is changing CPAs’ capabilities and service delivery, increasing pressure for cheaper and faster, which can impact quality. However, technical expertise remains the foundation. Applying knowledge to individual client’s needs and businesses is increasing in demand in a world moving faster every day.”
C RON BUTLER Arizona managing partner // EY // ey.com Butler is a partner in the Phoenix office of EY, with more than 25 years of public accounting experience. Butler was EY’s Pacific Southwest Strategic Growth Markets leader from 2006 to 2008. He was appointed Arizona managing partner in June 2008 by Ernst & Young’s Americas Executive Board. Butler provides strategic guidance with the operation and management of the EY Arizona practice. In March 2015, Butler was appointed chairman of the board for the Arizona Community Foundation, which he considers to be his greatest professional accomplishment. Professional advice: “Stay relevant to your clients. The business world continues to evolve and the challenges companies face each day are different.”
D CHUCK GOODMILLER Co-managing partner // Henry+Horne // hhcpa.com
B
No one cares how much you know until they know how much you care. That is the perspective Goodmiller brings to his work. He specializes in providing clients with personalized, professional services in the core practice areas of consulting, accounting, tax and audit. Personal strengths: “The ability to communicate with empathy has played a key role, because it allows me to build relationships. That’s how you learn what people need and how best to meet those needs. It allows you to build a level of trust and communication that leads to relationships that flourish.” Industry outlook: “The outlook for 2020 is continuing disruption, especially with technology, team needs and wants, and changes in the standards. This will be positive for firms that are willing and ready to adapt.”
E CHUCK MCLANE Senior managing director // CBIZ & Mayer Hoffman McCann // cbiz.com D
E
162 ABL | Nominate at azBIGmedia.com
McLane is responsible for financial performance, local planning efforts, client satisfaction and overall supervision of personnel. In addition, he is a leader of the national learning and development team and advisor to numerous public and private companies. Personal strengths: “In a professional services organization, you have to have strong relationships with people both internally and externally. Listening to others is always important. I always strive to do what I say I am going to do and get it done ahead of schedule. This is important to building trust.” Industry outlook: “Changes including accounting rules, tax laws, artificial intelligence, and the way business is done will keep the industry moving forward and provide for great opportunities to grow our business.”
professional services // ACCOUNTING
A BRADLEY PREBER Phoenix office managing partner // Grant Thornton LLP // grantthornton.com Preber is Grant Thornton’s chairman of the board, national managing partner for Business Risk Services and Phoenix office managing partner. He is a certified public accountant (CPA) in four states and holds several certifications. He published two books on forensics and data analytics. Most recently, he was named as one of the Top 25 consultants in the country by Consulting magazine. Industry outlook: “The public accounting industry outlook is strong. Yes, it is being disrupted, like many industries, but it will thrive. The world needs respected and reliable professionals to reassure the public in our accounting and financial systems, and offer sound advice on tax and other business matters.”
A B
B TERRY SCHWARTZ Office managing partner // RSM US // rsmus.com
C
Schwartz has more than 30 years of client service experience. In addition to managing the Phoenix office, he leads the delivery of audit, tax and consulting services to midsized private equity and family-owned businesses in a variety of industries, including manufacturing, distribution and business services. Schwartz has also implemented several growth strategies and market-facing activities. Personal strengths: “Success qualities I’ve embraced include establishing and maintaining meaningful business relationships while genuinely seeking to help people. Whether I’m consulting with a client, connecting business professionals or providing an employment opportunity to someone in transition, helping people is personally gratifying, builds loyalty and invariably leads to growth for RSM.”
C ANDREW SPILLUM Chief practice officer - West Region // Eide Bailly // eidebailly.com Spillum is an experienced accountant who specializes in assisting telephone companies, electric cooperatives and renewable energy clients in all stages, from start-up ventures to long-standing operations. Professional advice: “Be available and be the solution. It is possible to create your own opportunities. There will be highs and lows at all levels. Be willing to be mentored. You can learn a tremendous amount from others — some good and some bad.” Industry outlook: “I see a number of things changing over the next several years that will create lots of challenges, starting with technology and innovation and moving into staff training and development.”
D PAUL TOMASIK, CPA Assurance partner // Semple Marchal & Cooper // semplecpa.com Tomasik first joined Semple, Marchal & Cooper in 2006 as a member of the assurance team, advancing to an assurance partner in 2018. Personal strengths: “In recent years, there have been significant changes to the authoritative guidance affecting the accounting and auditing professions. I believe that my ambition to fully comprehend the changes and effectively communicate them with my clients have led to the development of personalized, long-term client relationships. These same qualities of working hard, striving for constant improvement, and effectively communicating and building relationships with my colleagues have also been keys to my career advancement and becoming a leader in my firm.”
D
E MELINDA XANTHOS Office managing partner // KPMG // kpmg.com/us
E 164 ABL | Nominate at azBIGmedia.com
Xanthos is the managing partner for KPMG’s Phoenix office and a partner in the audit practice. She has more than 30 years of experience in providing financial statement audit, audit of internal control and performance improvement services. Personal strengths: “Our work is largely team-based, so learning how to develop and motivate a team has been critical to my success. Recognizing the value of my team has been important from early in my career and is especially relevant today.” Industry outlook: “The disruption of so many companies and industries has created opportunities for us. I am very optimistic about our audit, tax and advisory practices as we continue to bring innovation into all aspects of our client services.”
professional services // ADVERTISING
A SCOTT HARKEY Managing partner and co-founder // OH Partners // ohpartners.com Harkey leads marketing and strategy efforts for the agency’s account roster. His extensive experience in media, and traditional and digital marketing uniquely qualify him to spearhead integration initiatives for national brands. He has guided the agency onto Inc. 500’s Fastest Growing Private Companies list the past five years and secured the agency as one of the Top 100 Fastest Growing Adverting Agencies nationally. Professional advice: “Young professionals should be passionate about what they’re doing. If you stay curious and impassioned, it doesn’t feel like work and you are going to flourish.” Industry outlook: “A variety of industries, especially advertising, are in a state of disruption. The agency model is becoming archaic, and I believe we are going to witness an emergence of new models and unique solutions to client problems.”
A
B BEAU LANE CEO // LaneTerralever // laneterralever.com
B
Lane has spent 34 years growing LaneTerralever into one of the region’s largest and most successful marketing agencies, receiving national and local recognition for years of award-winning work. His knowledge and passion has attracted clients such as Arizona Super Bowl Host Committee, Cable ONE, Arizona Cardinals, Valley Toyota Dealers, Suns and Desert Diamond Casino. Prized possession: “My 1962 Corvette convertible has particular significance to me. I was born in 1962, which also happens to be the year the agency was founded. It’s truly a work of automotive art and every time I drive it I get nostalgic.” Industry outlook: “Our industry is more complex than it has ever been, but it’s even more essential to business today in terms of lead generation, relationship building and sales. I see robust growth on the horizon.”
C BILL LAVIDGE CEO // LAVIDGE // lavidge.com Named an ASU Distinguished Alumni and Advertising Person of the Year, Lavidge founded his namesake agency in 1982 and has grown it into one of the largest full-service marketing firms in Arizona. His career spans more than 30 years and includes two of the country’s largest and most respected advertising agencies — Bozell & Jacobs and Foote, Cone & Belding. Professional advice: “Don’t wait until you graduate from college to get involved in our industry. Join and participate in advertising, communication and marketing clubs. Also, try to get internships after your freshmen year and every year after, until you graduate.” Industry outlook: “The only constant is change and over the next several years, the change will be accelerated like never before. Those that accept and adapt will prosper.”
D MIRJA RIESTER Partner and chief strategic officer // RIESTER // riester.com
C
Riester is co-owner of RIESTER, one of the largest and most successful independently owned digital marketing companies in the western United States. RIESTER is listed among Forbes’ “Top 100 Global Ad Agencies that Know Social Media and Google.” In addition to leading operations at RIESTER, Riester currently serves as board chair for the RIESTER Conservation Foundation, a nonprofit organization dedicated to preserving special habitats and communities both globally and locally. Professional advice: “People interested in entering the marketing industry today must be very flexible, highly educated, multi-disciplinary, enjoy ideation and be proactive thinkers. And they must be willing to work hard. Lastly, developing exceptional listening, research, writing and digital communications skills will be beneficial.”
E ARIC ZION Co-founder and CEO // Zion & Zion // zionandzion.com Zion and his wife DuGue founded the agency 16 years ago and have grown it from a small startup operation to a staff of nearly 40. Zion has held various executive level positions in his more than 25year marketing career, spanning three continents. With graduate work in computer engineering and business administration, and doctoral work in marketing, Zion’s broad expertise and experience are leveraged while working with the agency’s many clients. Professional advice: “Its not enough to be creative, you must be business-savvy. You also need to be in constant learning mode to adapt to constant change. This means spending time in multiple agency functions to learn that how you view the world isn’t how everyone else views it.”
166 ABL | Nominate at azBIGmedia.com
D
E
LET US CLEAN. • Professional Quality, Affordable Price • No Contracts • 24-hour Clean Guarantee • Bonded and Insured • Call for a FREE Estimate • Locally Owned and Operated
GO AHEAD. WE GOT THIS. While you’re running errands, Molly Maid ® will be cleaning it up. Our professional cleaners will have your place so spotless, even your mom would be impressed.
MOLLY MAID OF EAST PHOENIX AND PARADISE VALLEY 602-910-2687
SAVE $100
$10 OFF YOUR FIRST TEN CLEANS
Offer valid for new weekly or alternate weekly customers only. Some restrictions may apply. May not be combined with other offers. Participating locations only. Offer expires 2/29/2020
Visit us at MollyMaid.com to learn more. ©2018 Molly Maid, LLC. Each franchise is independently owned and operated.
professional services // MEDIA
A JOSH SCHIMMELS Publisher // AZ Big Media // azbigmedia.com As the publisher of eight magazines — Az Business, AZRE (Arizona Commercial Real Estate), Ranking Arizona, Az Business Leaders, Az Business Angels, Experience AZ, PTK (People & Projects To Know) and the Cactus League’s Play Ball. AZ Big Media also hosts 11 business events, delivers five weekly digital newsletters, and publishes a news website — azbigmedia.com —that BuzzFeed said, “Everyone in Phoenix should know about.” Source of pride: “As a cancer survivor, being on the Board of Trustees for the Leukemia & Lymphoma Society allows me the opportunity to impact cancer patients and families throughout Arizona.” Professional advice: “If you can’t do it with passion, change what it is you are doing. Surround yourself amongst people whose passion is even greater than yours.”
A
B NATASHA BEAL Owner and publisher // Eculeus Group Publishing // myhyperlocalnews.com Beal has given Phoenix residents a sense of community and belonging by founding Eculeus Group Publishing, which focuses on hyper-local news both in print and online in the Phoenix metro area. Eculeus Group Publishing currently produces six publications - the Deer Valley Times, North Tatum Times, North 32nd News, Scottsdale North News, The Scottsdale Standard and The Upper Westsider. Personal strengths: “I am a serial entrepreneur. I am lucky in this life to share my passions with my husband and business partner Brian Beal. I am a huge believer in the power of connections and find that it is rare to meet someone and not learn something from them.”
C
D
C DEAN DITMER President and general manager // 12 News // 12news.com
E
Ditmer has been president and GM of 12News since January 2017. He began his career at WKEFTV and WHIO-TV in Dayton, where he was an Emmy-nominated sportscaster. He serves on the Endowment Board of ASU’s Walter Cronkite School of Journalism and Mass Communication. Personal strengths: “I think spending most of my time in sales has taught me the value of versatility in my communication style. In my industry, to lead you have to connect with all types of people from different generations and walks of life.” Professional advice: “Buckle up. Media has and will continue to evolve so much in the coming years. Commit to being a student ongoing to adapt to all of the changes. Content is king. If you can create compelling content in our digital world and wild information age, you will cash in.”
D LINDA LITTLE Phoenix market president // iHeart Media // iheartmedia.com During her 20-year career, Little has become known for using a combination of broadcast, digital and event marketing assets to create and execute marketing solutions that drive results. Since becoming market president in 2015, she has created a community impact initiative called #iHeartPhxProject, which incentivizes her team to get involved in the community and support causes that are important to them. Professional advice: “Never stop learning. Our industry has changed dramatically with digital and social media adding to the complexity of reaching consumers and getting your message heard. My advice is to never remain in the past, focus on new ways to integrate media and keep learning to stay ahead of your competition.”
E STEVE STRICKBINE President // Times Media Group // timespublications.com Strickbine grew up in the Valley and attended Arizona State University. As a CPA, he ran a small accounting practice before entering the publishing business. Today, he is the president of Times Media Group, the company he founded in 1997. Times Media Group publishes several community newspapers and magazines throughout the Phoenix and Tucson metro areas. Personal strengths: “I commit to my team members. I get up when I fall down. I swim upstream. Most importantly, I believe in this country, and in the many opportunities it provides its citizens to freely pursue their ideas and passions.” Industry outlook: “My outlook for the community news industry is extremely bullish. With so many online media hacks roaming the Web, I don’t believe the need for community news and facts has ever been more vital.” 168 ABL | Nominate at azBIGmedia.com
B
We surf the Internet. We swim in magazines. The Internet is exhilarating. Magazines are enveloping. The Internet grabs you. Magazines embrace you. The Internet is impulsive. Magazines are immersive. And both media are growing. Barely noticed amidst the thunderous Internet clamor is the simple fact that magazine readership has risen over the past several years. Even in the age of the Internet, even among the groups one would assume are most singularly hooked on digital media, the appeal of magazines is growing. Think of it this way: during the life of Google, magazine readership actually increased 11 percent. What it proves, once again, is that a new medium doesn’t necessarily displace an existing one. Just as movies didn’t kill radio. Just as TV didn’t kill movies. An established medium can continue to flourish so long as it continues to offer a unique experience. And, as readers’ loyalty and growth demonstrate, magazines do. Which is why people aren’t giving up swimming, just because they also enjoy surfing.
The Power of Print Copy Credit: Young & Rubicam
professional services // BUSINESS BROKERS
A JIM AFINOWICH Managing partner // IBG Fox & Fin // ibgfoxfin.com Afinowich has more than a quarter century of successful experience in M&A advisory and business brokerage. He has managed and supervised more than 500 transactions. A nationally honored industry leader, Afinowich has served as an expert witness and developed/presented classes for regional and national trade associations for nearly 20 years. Personal strengths: “I think that compassion is a key component of success in this business. As a serial entrepreneur myself, I can completely empathize with my client as he or she faces the excitement, apprehension and emotional turmoil brought on by the prospect (and process) of selling a business. Having this understanding enables me to help a client identify the best scenario and then guide them through a process that concludes with the desired outcome.”
A
B DAVE NYSTROM Founder and broker // Nystrom Business Sales // nystrombusinesssales.com B
Nystrom has owned and operated several businesses before entering business brokerage full time in 1989. Since 1989, he has sold more than 700 businesses ranging from home-operated service companies, restaurants, auction houses, boat dealerships to several million-dollar manufacturing companies. He has created the experience needed to keep clients coming back to him. Personal strategy: “We are the only business brokerage firm to advertise on local radio and can be heard throughout the day. We also utilize several business for sale websites to reach buyers from all over the world. We continue to analyze the websites we use to ensure we are using those sites that drive the most traffic, giving our business opportunities the most exposure.”
C CHRIS SMITH Owner and business broker Sunbelt Business Brokers of Phoenix // azbizlist.com Smith is the owner and manager of Sunbelt Business Brokers of Phoenix since 2003, which is one of the larger business brokerages in Arizona. Professional advice: “Business brokerage is an exciting industry, as it requires a diverse skill set in broad business knowledge. A successful business broker is more a business consultant than a salesperson and enjoys helping business owners thru a successful transition to the qualified third party with the best possible payout. Successful business brokers are able to develop a referral network, communicate well, manage expectations and are able creatively overcome deal obstacles. This industry continues to grow locally and has great potential for quality people.”
D DIANE THOMAS President and designated broker // Premier Sales // premiersalesaz.com
D
Thomas is president and designated broker of Premier Sales, a 30-year-old business brokerage firm in Scottsdale. Having successfully sold businesses ranging in revenue from $1 million to $40 million in various industries, Thomas’ expertise includes exit and succession strategies, business value enhancement, acquisitions and deal structure. Her effectiveness is represented in her ratio of listings to closed transactions, which is greater than 80 percent — well above the industry average of 25 percent. Her success reflects her professional commitment to clients with a focus on creative solutions that mirror client objectives. Thomas is a sought-after presenter on business exit strategies, market timing and value enhancement.
E CHUCK WIMMER Principal broker and owner First Choice Business Brokers // valleybusinessbroker.com C
E
170 ABL | Nominate at azBIGmedia.com
Wimmer is a highly recognized business broker with many years of experience & competency. Having owned 11 businesses himself, Wimmer learned the ins and outs of several industries. Today, Wimmer works as the principal broker and owner of First Choice Business Brokers - Phoenix, helping other entrepreneurs see their dreams come true. He was recently named Business Broker of the Year by the Arizona Association of Business Brokers. Personal strengths: “My strong background in sales training and management allows me to relate to business owners in many ways. Developing connections with my clients gives them the security they need to be confident in their business decisions.” Professional advice: “Be persistent and never give up. No one is going to give you the keys to your future, so go make it happen.”
professional services // BUSINESS INSURANCE
A JACK BENNETT President and partner // Bennett & Porter Insurance Services bennettandporter.com Bennett has more than 25 years of experience in insurance and as founder of Bennett & Porter, where he helps clients prosper and build financial wealth and security, Bennett spearheaded multiple mergers and acquisitions and has won several awards. Personal qualities: “I attribute grit and loyalty to my success. Show me someone with no experience, but who has grit and loyalty and it’s game on.” Professional advice: “Have integrity. Be honest in all your dealings and demand integrity from the ones you do business with. Your word is your bond. Remember, what people do with you, they will do to you. Surround yourself with high-quality individuals who make you want to be better than the person you were yesterday. And never, ever stop learning.”
B C
B MICHAEL BILL CEO // MJ Insurance // mjinsurance.com
D
As a purpose-driven leader, Bill offers his unique visions, broad experience and wealth of knowledge to all he comes into contact with while focusing on the positive impact he may have upon key constituents – MJ associates and their families, clients, partners and the community. Personal strengths: “Curiosity. I have always maintained a high level of curiosity in both my personal and professional life along with a strong desire to learn, grow and become better each and every day. Continuous learning is critical for all leaders — no matter what level — as well as being open to others’ thoughts and perspectives. I always strive to put what is in the best interests of our company, our associates, our clients and our communities first and never sacrifice culture for performance.”
C JOHN COYLE Senior vice president and consultant // The Segal Co. // segalco.com Coyle is responsible for overseeing operations for the company’s West region, which includes offices in Denver, Los Angeles, Phoenix and San Francisco. An expert in the public sector health market, Coyle works with clients to develop and implement solutions to operational, benefit design and funding challenges. Professional advice: “Even with all the advances in communication technology, it is very difficult for the consumer to understand even the most basic questions regarding how much they need to spend and what benefit coverage they have or do not have. Vendors that can boil down plan provisions and exceptions to simple, easy-to-understand terms will be appreciated by both the plans sponsors and those people the plans cover.”
E
A
D ROBERT DELONG CEO // DeLong Insurance Group // delonginsurancegroup.com DeLong has been leading the DeLong Insurance Group since 2005. Prior to that, he worked in another agency getting his feet wet. DeLong is a native Arizonan and is a graduate of Corona Del Sol and attended Scottsdale Community College. Since the inception of The DeLong Insurance Group, DeLong has built solid relationships with the area’s most trusted insurance providers as a way to better serve Arizona residents looking for the best individualized insurance coverage. DeLong handles personal lines, business insurance and bonds, but can do all lines of insurance when needed. Surprising fact: “I am a baseball enthusiast and play locally. My team won two national amateur baseball championships in 2001 and 2010.”
E JEFF DOLLARHIDE President, CEO, and managing partner MassMutual Arizona // arizona.massmutual.com Dollarhide started his career with MassMutual Arizona as an agent and decided to work his way up to the highest position he could and did this in record time. Upon his appointment as general agent in 2000, Dollarhide was the youngest to receive this position in company history and even received the coveted “Chairman’s Trophy” award in his first year of service. Personal strengths: “A strong desire to help others. I have always believed that putting others first and doing what is in their best interest 100 percent of the time is the most important trait that anyone can possess. If all we do is help people get what they want and need, everything else will fall in line. The sense of accomplishment that I get from helping and giving — improving others’ lives is a major motivator for me.”
172 ABL | Nominate at azBIGmedia.com
professional services // BUSINESS INSURANCE
A MARK HESTER President // Hester, Heitel & Assoc. // hesterheitel.com Hester has worked in the insurance industry for more than 40 years and is actively involved in the community. Source of pride: “Our agency has been in business for over 65 years here in the Valley of the Sun. We are proud of our history and our customer focus. My father ( Lynn Hester) started our agency in 1953 and the current ownership group continues my father’s belief in being locally owned and giving our clients professional insurance advice.” Professional advice: “Show up every day, do the next right thing. To become a professional, learn the business from the best minds in our industry and be persistent. If you don’t know the answer to a question, find the answer, and always put the clients’ interest ahead of your interests.”
A
B TERRENCE SCALI Board member // NFP Property and Casualty // nfp.com
B
Scali acquires, integrates and leads insurance agencies and brokerages. As CEO for NFP Property and Casualty, Scali was responsible for growing the business nationally. Locally, Scali founded, grew and sold two very large Arizona-based insurance firms. Over the past 25 years, Scali acquired more than 100 agencies and — with the prior owners — he created successful, competitive regional brokerages. Industry outlook: “In addition to continued acquisition and consolidation in the industry, new competitors with fresh financial resources and a willingness to take huge risks are aiming at this industry. Things are going to change quickly over the next two years. Hold onto your hat, we are all going to move fast.”
C MARC SCHMITTLEIN President and CEO // CopperPoint Insurance Companies // copperpoint.com Schmittlein joined CopperPoint as president and CEO in 2016 and has been leading the company through a diversification and expansion strategy to realize the vision to be a top-tier regional commercial insurance company. CopperPoint has an expanded line of insurance products and a growing six state footprint in the southwestern U.S. Schmittlein is also very active in the community and serves on the board of directors of the GPEC and others. Personal strengths: “The personal qualities that have helped me the most in life are being humble, open and transparent, and surrounding myself with bright people that bring diversity of thought and problem solving. Strong communications and a positive outlook, with a ‘possibilities rather than a limitations’ attitude, have also been instrumental.”
D CHARLES TOUCHÉ CEO // Lovitt & Touché, A Marsh & McLennan Agency LLC Company lovitt-touche.com
C
A forward-thinking visionary with more than 40 years of experience in the industry, Touché serves as CEO of Lovitt & Touché, A Marsh & McLennan Agency LLC Company. After moving to Phoenix in 1995, Touché grew the company’s Tempe office from six employees to more than 100. Personal strengths: “Perseverance, persistence and stubbornness have been integral to my success. When I drove Lovitt & Touché’s expansion from Tucson to Phoenix, many people said it would fail. However, I knew our potential and our people. I knew we could become a statewide leader if we went for it.” Industry outlook: “In the next year, new tools will increase efficiency in all aspects of the business, improving convenience for clients and providing an opportunity to offer more comprehensive, creative services.”
E RICHARD USHER Principal // Hill & Usher Insurance. Bonds. Benefits // hillusher.com Usher founded Hill & Usher, an Arizona-based independent insurance and bonding agency in 1995, after first working for a large general contractor and later operating an Arizona specialty contractor. Personal strengths: “Hard work and attention to detail are critical ingredients to success. Hard work means long days to finish a project. I believe in 12-hour days, either half of the day. Attention to detail means many redlines, drafts and heartburn until you get what you want. Then start over.” Industry outlook: “My outlook is positive. Arizona is powered by construction and hospitality and we are a powerhouse. The federal tax cuts make for a good Scotch whiskey today, no doubt, which I prefer dry or with a rock or two; but get ready for a serious hangover.” 174 ABL | Nominate at azBIGmedia.com
D
E
Give your business a whole new level of protection.
We understand businesses face more risks than ever. Our commercial insurance products provide businesses with the coverages they need from a local partner they can trust. Learn more at CopperPoint.com.
ARIZONA
|
CALIFORNIA
|
COLORADO
|
NEW MEXICO
|
NEVADA
|
UTAH
Workers’ Compensation | Inland Marine | Cyber | Property | General Liability | Automobile EPLI | Equipment Breakdown | Umbrella | Crime
copperpoint.com
Get closer, go further.
professional services // CYBER SECURITY
A ORI EISEN Founder and CEO // Trusona // trusona.com Eisen has dedicated his life to fighting online crime. He is the founder and CEO at Trusona. Prior to Trusona, he founded 41st Parameter, which was acquired by Experian in 2013. Eisen is often quoted by industry insiders, and receives numerous invitations to keynote industry events and conferences. In his free time, he volunteers with Thorn, the digital defenders of children. He founded Ball to All, a charity that donates free soccer balls to children who have never had one. He is a founding member of Security Canyon – Arizona’s Cyber Security Coalition. Industry outlook: “The security world will start moving away from passwords, especially as the number of breaches per day increase. The industry will need to adopt new ways to keep their businesses and their customers secure.”
A B
B FRANK GRIMMELMANN President and CEO // Arizona Cyber Threat Response Alliance // azinfragard.org
C
Grimmelmann is president, CEO, and intelligence liaison officer for the nonprofit Arizona Cyber Threat Response Alliance, which is closely affiliated with the FBI’s AZ Infragard Program. Grimmelmann formally represented the private sector in the Arizona Counterterrorism Information Center, plus served during those years as the first private sector representative on its executive board. He is ACTRA members’ private sector liaison to the FBI Cyber Squad and the FBI’s Arizona Infragard Program. ACTRA’s focus is to enable the private sector to respond to the escalating national cyber threat, and to leverage Arizona’s vast private sector volunteer membership as a force multiplier in protecting the nation’s critical infrastructure and national security.
C SEAN MOSHIR Co-founder, chairman and CEO // CellTrust // celltrust.com Moshir pioneered the multi-billion-dollar patch management industry, which now secures more than 90 percent of enterprise IT systems around the world, when he founded PatchLink in 1991 (now part of Ivanti) prior to founding CellTrust in 2006. For more than three decades, Moshir has been recognized internationally as a cybersecurity visionary and software innovator, attracting more than $40 million in investment and venture capital for his companies in Arizona. Personal strengths: “Passion, dedication, discipline and being analytical — while thinking outside of the box. These personal qualities help me to innovate, think ahead, challenge the status quo and operate on both a tactical and strategic level.”
E
D JASON PISTILLO President and CEO // University of Advancing Technology // uat.edu
D
Pistillo is a second-generation educator steeped in the values of creating unparalleled opportunities that harness real change and innovation. He has developed ground-breaking educational models, designed real-time curriculum information structures and launched best-of-class intake systems. Utilizing innovative curriculums, Pistillo has proven new learning theories while continuously developing young technology leaders. Professional advice: “There are three things: 1) Uphold your institutional mission. 2) Have industry relationships that allow you to develop your curriculum and groom your students to serve the greater needs of the community. 3) Never stop learning. As an educational institution, lifelong growth and learning must be one of your values.”
E EDWARD VASKO Senior vice president of delivery and customer success Avertium // avertium.com Vasko has more than 25 years of diverse management and technical experience with a core focus on information security. He has led and managed large, worldwide integration teams in the deployment of security programs and distributed complex technology solutions for organizations around the world. As senior vice president of Avertium West, Vasko leverages his expertise in identifying technology risks and vulnerabilities, his work with a wide variety of enterprise-level solutions, and experience as a successful entrepreneur and executive to bridge operational and technical needs of clients. Previously, he was CEO of cybersecurity services company Terra Verde, where he led a world-class team of experts known for delivering business value for their clients.
176 ABL | Nominate at azBIGmedia.com
professional services // PUBLIC RELATIONS A VERONIQUE JAMES Founder and CEO // The James Agency // thejamesagency.com Veronique James is the founder and CEO of The James Agency (TJA), an award-winning integrated advertising, public relations and digital marketing agency in Scottsdale, AZ. She founded TJA in 2005 with the vision to create an agency focused on open communication and transparency. Under Veronique’s direction, TJA has received numerous industry and culture awards, including recognition on the Inc. 5,000 two years in a row. Industry outlook: “In a noisy world of advertising and digital targeting, consumers are gravitating toward brands that evoke an emotional connection. Soft branding initiatives are crucial as we head into 2020. Consumers still need quality standards assurances, however, they desire individuality with which they can identify and appreciate.” A
B JENNIFER KAPLAN Founder and CEO // Evolve Public Relations and Marketing evolveprandmarketing.com Kaplan is a familiar face in the Valley. She is a native of Phoenix and prides herself on knowing and understanding the dynamics of the community and the deep rooted relationships she has established. Connecting with her client’s and the ability to understand their needs has led to her success. She approaches her clients as an extension of their team in order to create the ownership and passion their clients expect. Industry outlook: “I think it’s a very exciting time in our industry. It is thriving and growing. The most important thing is to stay innovative, don’t miss what is new and the changes that are happening. The focus on social media, digital media, smart devices, etc., are a sign of how important communication is to everyone.”
B
C ANNE ROBERTSON Managing director of public relations // LAVIDGE // lavidge.com Robertson has been in the journalism and public relations field for more than 30 years, serving local, national and international clients. She has a proven track record in managing teams and guiding her clients to success. Robertson has been with LAVIDGE since 2007. She holds a master’s degree in journalism from New York University and worked in book publicity for publishers including Simon & Schuster before moving to Arizona. Professional advice: “The accelerated evolution of our craft requires you to stay current on PR industry news and innovations. Hone your writing skills and know how to tell your own story when interviewing, while remembering to ask questions (be curious, always). Understand how traditional and digital media stories and content sync together to promote your clients.”
D LISA SCHMIDTKE Director and professor of practice, PR Lab // ASU Walter Cronkite School of Journalism and Mass Communication // cronkite.asu.edu
E
Schmidtke was named director of the Cronkite PR Lab in April 2019 to lead the student immersive agency experience. Most recently, Schmidtke served as general manager of the Scottsdale office of Allison + Partners, a global PR and marketing agency. She previously served a variety of PR and marketing roles within healthcare organizations throughout Arizona after she began her career in broadcast journalism more than 20 years ago. Professional advice: “Don’t be afraid to ask the tough questions and offer suggestions. Young professionals tend to keep a low profile and refrain from speaking up, but it is the curiosity and courage to raise a hand that will lead to creative ideas, results and an overall better understanding of the business.”
E AL STEVENS President // the spr agency // thespragency.com For more than a decade, Stevens has served as the president of the spr agency, a Scottsdalebased public relations, social media and digital marketing agency that works with a select group of clients across the country. A former journalist and early social media adopter, Stevens oversees the day-to-day operations of an agency that counts clients in 17 cities across the United States. Industry outlook: “We’re entering a unique period for marketing. I think we will see more consolidation of media in 2020 and definitely more monetization of content. The biggest difference, I feel, will be users expecting digital platforms to provide sustainable ROI. Marketers are expected to assign quantifiable numbers to their projects. They will expect digital platforms to do the same.” 178 ABL | Nominate at azBIGmedia.com
C
D
WE MAKE YOUR BUSINESS BETTER GET READY FOR YOUR BUSINESS TO TAKE OFF For more than a decade, the spr agency has specialized in successfully combining public relations, social media, digital marketing and business marketing strategies to get our clients noticed. We focus on delivering measurable results that help your business succeed. As Ranking Arizona’s No. 1 public relations agency for 2017 and best workplace culture for 2019, we’re selective about who we work with and only choose clients that match our business philosophy: work hard, work smart and work ethically. Find out how we can elevate your business today.
PUBLIC RELATIONS | SOCIAL MEDIA | DIGITAL MARKETING THESPRAGENCY.COM | 480.648.1770
professional services // WORKFORCE PLACEMENT
A PAUL BOCA CEO // Corporate Job Bank Personnel Services // corporatejobbank.com Boca has been president and CEO of both Corporate Job Bank Personnel Services and Professional Search Associates for almost 30 years, building the company into the No. 1 locally owned staffing company in Arizona. He participates on many business and civic boards. Source of pride: “I’m proud to have built this company to the No. 1 locally owned staffing company in Arizona” Professional advice: “It’s always about the people, not the technology or the systems we use for tracking searches. It’s having people who work for you that love helping people.” Surprising fact: “I have a great love for clothes. Believe it or not, this love started back when I sold shirts and ties door-to-door in the 1970s.”
B
B SHARON BONDURANT Founder and CEO // The Finders // the-finders.com C
Bondurant’s experience began in the recruiting field more than 20 years ago when she answered a newspaper ad for a “no-experience-necessary” sales position for a local staffing company. It is hard to believe that when she first started recruiting for the IT industry, the only things on her desk were a telephone and phone book. She instantly fell in love with the field and has not looked back since. Surprising fact: “I was really shy and insecure growing up. My biggest regret: being too scared to try out for seventh-grade cheer. To overcome my regret, I started lifting weights at age 40, competed and won my first fitness competition at 41, and reached IFBB Pro status by winning a national show at age 45. My mantra is, ‘Age is just a number and it is never too late.’”
C KATHLEEN DUFFY YBARRA President and CEO // Duffy Group, Inc. // duffygroup.com Duffy is an entrepreneur and thought leader whose recruiting career spans nearly four decades. She spent eight years honing her skills at a boutique executive search firm before founding Duffy Group in 1991. Helping individuals find joy in their work is her life’s mission and it’s why Duffy Group is one of the nation’s most respected recruitment firms. Personal strengths: “I am curious, intuitive and collaborative. Mostly, I believe that people deserve to be enriched by the activity that encompasses about 500,000 hours of their lives. I impart the same strength of purpose to my staff by listening, solving problems and providing constant, constructive feedback that builds confidence and trust.”
D TRAVIS LAIRD Regional vice president // Robert Half // roberthalf.com
A
Laird oversees the Accountemps, OfficeTeam and Robert Half Finance & Accounting divisions throughout Arizona. He has more than 13 years of staffing industry experience. Professional advice: “Say ‘yes’ to every opportunity. If your goal is to advance your career, be patient, work hard, and say ‘yes’ when your time comes.” Industry outlook: “This is the best job market we’ve seen in the last 20 years and Arizona is leading the way. During this cycle, it has been tremendous to see the many organizations relocating to Arizona and the talented professionals who have followed. Compared to other markets, we still have room to see unemployment decline and wage growth accelerate. Look for both to continue to happen through 2020.”
E KAREN VANDEHEI President and CEO // Accurate Placement // accurateplacement.com
D
E
180 ABL | Nominate at azBIGmedia.com
Vandehei co-founded Accurate Placement in 1996 and earned her Certified Temporary Staffing Specialist designation from the National Association of Personnel Services in 1997. She began her recruiting career in 1994 and has built Accurate Placement from the ground up by developing cutting-edge systems. Personal strengths: “My attention to detail and developing strong policies and procedures has proven critical in our growth and success and serves as a guide to deliver consistent results. As business technology changes rapidly, I find it imperative to keep cutting edge practices and technologies at the forefront. I regularly work ‘on’ the business and not just work ‘in’ the business to research and analyze new trends for searching out the best candidates for our business partners.”
real estate // OUTLOOK
AN EMERGING HUB OF
INNOVATION
Commercial real estate sector should be strong in manufacturing, distribution, data centers and e-commerce in 2020 By ERIN THORBURN
A
mong his accomplishments, Casey Cartier, president and CEO of Jokake, has been named ASA Superintendent of the Year, voted Top 20 Under 40 Construction Leaders by ENR Southwest Magazine, and has led one of two construction divisions for Ryan’s Southwest regional office. Now at the helm of Jokake’s Southwest regional construction divisions, Cartier manages corporate operations and keeps his eyes firmly fixed on the latest trends in commercial real estate. And, according
182 ABL | Nominate at azBIGmedia.com
to Cartier’s future commercial real estate scan, e-commerce will lead the way into the new year, with manufacturing and data centers trailing close behind. “We are certainly focused on the industrial and manufacturing sector, with an intense focus on e-commerce opportunities,” Cartier explains. “One of the secondary areas of growth we’ll see in the Greater Phoenix area, in particular, is the Phoenix-Mesa Gateway Airport market.” Growth indeed. With an already firm foundation of aerospace manufacturing with heavy-hitters such as Raytheon, Honeywell Aerospace, General Dynamics, The Boeing Company and Northrop Grumman Innovation Systems, Greater Phoenix is an emerging hub of innovative
activity with a robust ecosystem of technology and software companies. While these nationally-recognized companies attract more aerospace manufacturing, there is great potential for additional advanced manufacturing and e-commerce opportunities in the 360 acres of SkyBridge commercial development at Phoenix-Mesa Gateway Airport.
GROWTH SECTORS
Cartier says manufacturing and distribution will continue to grow
CASEY CARTIER: “We are certainly focused on the industrial and manufacturing sector, with an intense focus on e-commerce opportunities,” says the president and CEO of Jokake. (Provided photo)
exponentially across the Valley and Tucson. The scattering of Amazon fulfillment centers, combined with Ten Distribution Center’s 1.1 million-squarefoot speculative industrial project, and nine million square feet of cold storage distribution for leading grocers such as Sprouts Farmers Market are just a few examples of how Arizona is meeting the demand for diverse manufacturing and distribution. According to Cartier, it’s not only mega distribution centers that are expected to expand. “In addition to the major distribution hubs, we’ll see growth in secondary distribution warehouses as the demand for the fast delivery of goods continues to increase,” he says. A recent example of secondary distribution is Jokake’s in-progress development of just under 40 test kitchens for Blue Apron. Alongside manufacturing, Cartier foresees the data center market remaining a hot-space for growth. Currently, Phoenix ranks second as the most active market in data center leasing in the U.S., outranking Dallas-Fort Worth and Silicon Valley. “We have a great interest for data centers throughout all seven states that we serve,” Cartier says. “Where
Nominate at azBIGmedia.com | ABL 183
real estate // OUTLOOK
these prospective businesses will land specifically, will be based purely on usage rates for the area.”
PRIME TIME
As a result of its stable climate, Greater Phoenix offers the potential to reduce the amount of energy necessary to operate mission critical operations. This, coupled with a low risk of natural disasters, make the region a prime location for mission critical operations. Cartier says Arizona will likely capture its slice of pie across the board when it comes to manufacturing, distribution, data centers and e-commerce because of prime positioning. “We are looking at in-fill opportunities that involve repurposing existing buildings for logistics purposes, putting us at a great advantage,” Cartier says. While Arizona braces itself for advantageous opportunities in the industrial space, are there any challenges the commercial real estate industry will encounter? “I don’t know if we can begin to imagine surprises after the recent history of tariffs and labor demands,” Cartier says, “but if we look at the recent Mexico deal that kept additional tariffs from being placed as a hopeful indicator of the future, then some normalcy and predictability coming back to the industry would be positive surprise.” Cartier’s hope, which most likely matches the desires of the commercial real estate community at large, is that labor supply and demand will return to “business as usual.” “Normally, you’d see the material side related to inflation, but the tariff impacts were really a big hit in the real estate industry,” Cartier explains. “The cost impact of labor was anticipated to slow, but it didn’t. Now, economists are projecting a deceleration in our area, which is good.” Cartier also adds that the real estate industry may have a helpful ally in the midst of navigating the challenges presented by labor and tariffs, and one most may not expect — technology. “The design and construction components of the real estate market are making huge strides with technology,” Cartier says. “At Jokake, specifically, we are integrating the use of artificial intelligence in our processes. This is helping with the labor shortage, but more importantly, it is allowing us to be more creative with solutions and assist our clients when the project doesn’t appear to work financially.” 184 ABL | Nominate at azBIGmedia.com
HOTTEST PHOENIX TECH SUBMARKETS Downtown Tempe TOTAL BASE: 4.0M SF // VACANCY RATE: 0.9% // LEASE RATE (FSG): $41.53/SF Downtown Tempe was the top tech submarket in the nation for rent growth and net absorption growth from Q2 2015 to Q2 2017. The submarket is successfully attracting companies due to the presence of Arizona State University’s main campus, a large and talented workforce and a walkable urban environment that provides an abundance of amenities. Additionally, Class A development along Tempe Town Lake has attracted tech companies seeking high-quality space at reduced costs, including Zip Recruiter, LifeLock and Limelight.
Chandler Price Corridor TOTAL BASE: 3.0M SF // VACANCY RATE: 6.9% // LEASE RATE (FSG): $29.05/SF The Price Corridor in Chandler is a high-demand submarket for FinTech and high-tech manufacturing companies. Notable tech employers in the submarket include Intel, PayPal and General Motors. High college attainment and availability of skilled labor make the area attractive to employers. Additionally, an abundance of low-cost land has resulted in a significant amount of office construction over the last few years, providing users with numerous and quality space options. Furthermore, the submarket is surrounded by affordable housing and a thriving shopping and dining scene that helps attract and retain top talent.
Downtown Phoenix TOTAL BASE: 6.4M SF // VACANCY RATE: 15.3% // LEASE RATE: $31.13/SF Downtown Phoenix is a vibrant, diverse neighborhood that offers a genuine live-workplay lifestyle. Major draws to downtown include Arizona State University’s Downtown Phoenix Campus, light rail, a large and educated workforce and walkable streets lined with restaurants, retail and entertainment options. An increasing number of technology companies—such as Uber, DoubleDutch and Gainsight—are moving from coastal markets to downtown Phoenix. This shift has diversified the submarket’s employer base, which was historically dominated by financial and government services firms.
South Scottsdale TOTAL BASE: 2.3M SF // VACANCY RATE: 19.9% // LEASE RATE: $34.67/SF Tech employers are drawn to South Scottsdale due to its high concentration of millennials, educated workforce and amenities that attract top talent. The submarket offers numerous and walkable attractions, including Scottsdale Fashion Square (the largest mall in the Southwest), a growing culinary scene, unique shops and boutiques and vibrant nightlife. Technology companies (including Yelp, Weebly and ZocDoc) have expanded in the area over the past several years. Currently, vacancy is elevated due to McKesson’s recent relocation to a build-to-suit just outside the submarket. Sources: CBRE Research, 2017 Tech-30 Report; CBRE Research, Q4 2017.
real estate // ARCHITECTS A TRACY BEIAN-KIRK Principal, director of business development // DAVIS thedavisexperience.com Beian-Kirk is a veteran interior designer and business developer in Arizona’s architectural industry. She is adept at researching economic and technology trends, pinpointing opportunities, and building alliances with architects, interns, teaming partners, industry peers, and university students as adjunct faculty. A graduate of ASU, she gained valuable entrepreneurial skills when she owned her own interior design firm. Personal strengths: “I am passionate about research and using information strategically. I’ve taken the design theory of problem-seeking and apply it to business development to clearly understand and articulate client goals, facts and needs. I love crafting strategic alliances and bringing the best team forward that culminates in project wins and client satisfaction.”
A
C
B SHERMAN CAWLEY President // Cawley Architects // cawleyarchitects.com Cawley is a native Arizonan and has practiced architecture in Phoenix for 40 years. He is the president of Cawley Architects, Inc., a medium sized commercial firm focusing on delivering quality professional design services, primarily in the design-build commercial arena. Personal strengths: “Creating personal and professional relationships based upon trust is one of my admired qualities. I am appreciated for my ability to thoughtfully draw out both clients and staff regarding their goals. This quality coupled with strong organizational skills and personal drive have contributed to my personal and professional success.” Professional advice: “My advice to young architects is to absorb as much as you can from today’s rich architectural profusion.”
C DAWN HART Principal and co-managing director // Gensler // gensler.com Hart is a registered architect who has spent her career leading projects for public and private clients. Her leadership and strong client relationships have helped expand Gensler’s influence in Arizona. With nearly three decades of experience, her robust portfolio of work includes corporate offices, financial institutions, justice facilities, professional service firms and higher education projects. Hart currently sits as the vice chair of the Tempe Historic Preservation Foundation. Professional advice: “We are living in unprecedented times. Our world needs design thinkers to affect change and provide creative solutions. Think and act beyond traditional architectural solutions and don’t be afraid to color outside the lines.”
B
D MIKE MEDICI President and managing partner // SmithGroup // smithgroup.com
D
E
186 ABL | Nominate at azBIGmedia.com
Medici leads SmithGroup as president and managing partner, as part of a three-person leadership team. He heads SmithGroup’s industry-focused practices and firm-wide marketing. Medici’s 30 years of experience comprises a number of the nation’s leading technology centers and research laboratories, including the National Renewable Energy Laboratory Energy Systems Integration Facility in Golden, Colorado, and the Translational Genomics Research Institute in Phoenix. Personal strengths: “Hard work has always been an important characteristic. Also, constantly looking forward and being flexible for constant change.” Source of pride: “The Energy Systems Integration Facility is a wonderful challenge. This project could change the world we live in.”
E STEVE RAO President // DWL Architects + Planners Inc. // dwlarchitects.com During his 30 years with DWL Architects, Rao has completed more than $1 billion worth of aviation work at Phoenix Sky Harbor International Airport, along with other notable projects, such as the Chicago Cubs Spring Training Facility and Phoenix-Mesa Gateway Airport’s West Terminal Expansion. Personal strength: “Good listening and honest communication. Understanding client expectations and engaging in cooperative dialog leads to optimal results.” Industry outlook: “I have a bright outlook for architecture firms heading into 2019. During the recent recession, many businesses and municipalities delayed or cancelled planned projects. I’ve noticed this trend reversing over the past year and find that clients are now gaining the confidence to build again.”
BUILDING CONNECTIONS
Architecture is more than building structures. It’s also about creating connections between people. That’s why we follow a highly collaborative approach. Our unique process has helped create some of the top retail, office, healthcare, restaurant and industrial spaces in the Valley — leading us to being named the number one small architectural office for the past two years.
CONNECT | DESIGN | BUILD JOIN US
Sherman Cawley
|
@ CawleyArchitects
(602) 393-5060
|
cawleyarchitects.com
real estate // BROKER MANAGERS
A BRYON CARNEY Market leader // Cushman & Wakefield // cushmanwakefield.com
A
Carney is Cushman & Wakefield’s Phoenix market leader and has over 35 years of experience in commercial real estate. Carney is responsible for the company’s strategic planning and the day-to-day operations of the firm. He oversees all business lines including brokerage, asset services, valuation and appraisal and project development services. Under his guidance, the Phoenix office is one of the largest and most successful full-service commercial real estate operations in the Southwest. Personal strengths: “I have always trusted my intuition and have tried to anticipate what’s next. I rarely focus on where we are and focus more on where we need to go. As Wayne Gretzky once said, ‘great players skate to where the puck is going to be, not where it is.’”
B
B FRED DARCHE Managing principal // Lee & Associates // leearizona.com Darche specializes in the representation of landlords and tenants specializing in the leasing and sale of office space in the Metropolitan Phoenix real estate market. Darche’s extensive knowledge of the Metropolitan Phoenix market is complemented by thorough analysis and marketing skills involving tenant relocation, tenant expansion, lease negotiations, market analysis and property marketing. These qualities, along with a strong work ethic, have enabled him to become a respected presence within the market. His notable clients include the Dial Corporation, Fennemore Craig, American Express and Twentieth Century Fox. Darche is an active member of University of Arizona Alumni.
C GARY GREGG Managing principal // Cresa // cresa.com/phoenix
C D
E D
Founding Cresa’s Phoenix office in 1999, Gregg is a nationally recognized leader in the corporate real estate industry. Gregg serves as vice chairman on the board of directors for Cresa Global, Inc., and is co-chairman of Cresa’s global industrial team. Locally, in addition to his managing principal responsibilities for the Phoenix office, Gregg oversees one of the leading occupier representation portfolio account teams in the industry. Gregg and his team manage more than nine portfolio clients totaling more than 60 million square feet. Personal strengths: “Having a long term vision. Situations at times can be complicated and uncomfortable, and having this perspective helps me make the most valuable use of my time and guides me to make effective day-to-day decisions.”
D PAUL KOMADINA Senior managing director and Arizona market leader // CBRE // cbre.com/Phoenix Komadina oversees all aspects of CBRE’s Arizona business operations, encompassing two offices and more than 1,000 employees. Komadina drives the overall strategy across all lines of business. Professional advice: “Build your own unique personal brand from your purpose, passions, experiences and what differentiates you from the pack. Stay consistently true to your values in any decisions you make — whether personal or professional. Authenticity will get you farther than simply knowing your business and specialty.” Prized possession: “My grandfather’s golf bag tag with his name engraved on it. I always think back to our golf outings and playing cards with his buddies. My grandfather had a larger-than-life personality and taught me the importance of a handshake and saying ‘please’ and ‘thank you.’”
E TERRY MARTIN-DENNING CEO // NAI Horizon // naihorizon.com Martin-Denning is responsible for the overall strategy for NAI’s offices in Phoenix and Tucson. Her extensive background in brokerage, property management and asset management and business operations — combined with her leadership and network of strong business relationships — has consistently resulted in high-quality results for NAI, their agents and the clients that work with NAI. Personal strengths: “I enjoy helping people and solving problems. Bringing forward ideas and solutions that improve processes and profitability for the firms helped me gain respect from my co-workers and employers. Rolling up my sleeves and working hard to make change a reality has been a big part of my success.”
188 ABL | Nominate at azBIGmedia.com
C
Your space drives your business
Cresa excels when it comes to using real estate as a strategic tool. We focus exclusively on occupiers, developing creative solutions to move your business forward. Through our global integrated services platform, we find businesses the space they need to work, create, build and grow. 2398 E Camelback Road, Suite 900 | Phoenix, AZ 85016 | cresa.com/phoenix
real estate // BROKER MANAGERS
A JIM KASTEN Owner and designated broker // Kasten Long Commercial Group klcommercialgroup.com Kasten received a master’s degree in geology in 1975 from the University of New Mexico and conducted worldwide mineral exploration for major companies such as US Borax, RTZ and Phillips Petroleum Company for many years. When geologists were not in high demand, Kasten worked as a realtor in Phoenix and in Reno, where he developed expertise in investment sales and apartment brokerage. In each company, Kasten quickly led the company with total gross sales and number of transactions. In 2009, Kasten formed the Kasten Long Commercial Group, with a focus on apartments and investments. The ethics, analytical process and dedication Kasten learned in geology have permeated his career in commercial real estate and are principles that each of the Kasten Long Commercial Group practice.
B
C
B BOB MULHERN Senior managing director // Colliers International colliers.com/greaterphoenix Mulhern possesses more than 30 years of industry experience and has a successful track record managing brokerage, development and property management organizations. Mulhern is also co-founder and board president of Great Hearts Arizona, one of the premier charter school management organizations in the country and and is the chair of the Diocese of Phoenix Finance Council. Professional advice: “I encourage people entering commercial real estate to be clear about their priorities, and to always put first things first. I let them know that my personal priorities, in order, are faith, family, health, work and community service. Knowing and living our priorities makes for a happy and satisfying life.”
C ARI SPIRO President // ORION Investment Real Estate // orionprop.com Spiro has been involved in the real estate industry for more than 20 years and has been a party to hundreds of transactions for more than $1 billion of total consideration. Prior to founding ORION Investment Real Estate, Spiro worked for 12 years for a national real estate firm, where he won numerous awards for achievements in sales and outstanding service. In 2016, Spiro received the RED Award for Commercial Real Estate Broker of the Year. Trend to watch: “Adapting to constant change. Gone are the days that you can rely on doing the same thing the same way for a decade or more. If you are not adapting and reinventing yourself, your business, your marketing or your property, you will be passed by and passed by quickly.”
A
D DARREN TAPPEN Senior vice president and managing director // Kidder Mathews // kidder.com Tappen is a recognized expert in the field of commercial investment property assets in Arizona and the western region. Major banks, private equity funds, insurance companies, institutional investors and developers rely on Tappen for his expert advice. Tappen’s expertise includes REO dispositions, foreclosures and CMBS re-stabilization/disposition. Personal strengths: “Being extremely direct and following through. I think clients and coworkers want to know where you stand and know you are going to do what you say you are going to do, especially in this industry.” Professional advice: “Be patient in finding the right individual or team to work with from the start. If you don’t figure it out from the beginning, it will be an expensive lesson.”
D
E PAT WILLIAMS Senior managing director // JLL // jll.com A 19-year industry veteran, Williams leads the Phoenix office of JLL, overseeing strategic growth and operations of the Arizona team and ensuring JLL best serves its market and clients. Specializing exclusively in tenant representation, Williams also leads his own brokerage practice encompassing many of Metro Phoenix’s largest office space users in banking, technology, call center services, healthcare and law. Professional advice: “No matter how much you have achieved professionally, there is always room to grow. Use information sources to learn all you can about your market and clients. Use technology to improve how you gather data, communicate with prospects and serve existing accounts. This kind of effort will never be wasted.” 190 ABL | Nominate at azBIGmedia.com
E
real estate // BROKER OFFICE
A MICHAEL GARLICK Executive managing director, local market leader Newmark Knight Frank // ngkf.com AA
BB
A shrewd negotiator and effective communicator, Garlick is an experienced and respected commercial real estate professional with an extensive knowledge of the Phoenix office market and established long-term industry relationships. Garlick provides a highly integrated organizational structure and personalized service delivery based on proactive assessments of his client’s goals and objectives. Throughout his 25-year career, Garlick has completed more than 850 transactions totaling more than 10 million square feet valued in excess of $10 billion of total consideration. Garlick’s comprehensive understanding of the Phoenix office market is complemented by his thorough analysis and marketing skills involving lease and sale negotiations.
B JONATHAN KEYSER Founder // Keyser // keyserco.com
C
E
D
Keyser is the founder and thought leader behind Keyser. With more than 20 years of experience in the commercial real estate industry, Keyser represents companies both domestically and internationally across a broad range of industries. Keyser is particularly good at identifying creative strategies to align real estate with business requirements, designing and implementing unique solutions to complex real estate challenges, and solving landlord/tenant conflicts where negotiations have deteriorated in the face of rising hostilities. Prior to founding Keyser, Keyser was principal of Cresa’s Phoenix office. He is also an author, a national speaker on real estate related topics, and was recognized years ago as one of the Nation’s Top Rising Stars in the commercial real estate industry.
C SCOTT MAXWELL Managing principal // Cresa Global // cresa.com/phoenix Maxwell’s management skills and transactional experience span 30 years within the commercial real estate industry. He is recognized as one of the top corporate real estate brokers in the Phoenix market. Cresa exclusively represents corporate real estate occupiers of office and industrial properties worldwide. Professional advice: “Plan for the long term if you want a career in commercial real estate. There is considerable attrition in the first five years of a career in commercial real estate. History proves that after five years of experience with focus on a specific area of expertise, one can become increasingly successful.” Industry outlook: “I am cautiously optimistic about the Phoenix real estate market for 2020.”
D TODD NOEL Senior Executive Vice President // Colliers International // colliers.com/arizona Noel specializes in office and educational properties. Areas of expertise include corporate advisory, tenant representation, investments, sale/leasebacks and leasing and build-tosuits. As the national director of Colliers’ Education Services Group, Noel leads a team of 25 professionals who understand and represent the real estate needs of educational companies and occupiers of educational facilities. Personal strengths: “In order to advise clients on all possible scenarios, I offer an integrated platform of services, including acquisitions, dispositions, identifying capital sources, site selection, portfolio planning, lease and sublease negotiations, lease restructuring, transaction and lease administration, construction and project management, strategic planning and benchmarking.”
E JON ROSENBERG Co-founder and managing partner Levrose Commercial Real Estate/TCN Worldwide // levrose.com Rosenberg co-founded Levrose in 1992 along with Robert Levine. Under their leadership, Levrose is a three-time honoree of the Inc. 5000 and a multi-year Top 10 brokerage firm, according to Ranking Arizona magazine. Rosenberg is an active member of Entrepreneurs’ Organization, serves as regional vice president of TCN Worldwide and has been featured on PBS Televisions Arizona Horizons. Professional advice: “Be patient and persistent. Many enter the commercial real estate industry expecting to make a lot of money and in a short amount of time. They quickly realize that it doesn’t happen fast. This is an industry that takes many years to build consistent success. I usually tell someone starting out to ‘think of it as a marathon and not a sprint.’” 192 ABL | Nominate at azBIGmedia.com
EXCELLENCE Focus Tenacity
TEAMWORK
Achieving excellence requires knowledge, creativity and tenacious commitment. Colliers International in Arizona provides these characteristics to all of its clients. The skillful team of Todd Noel, CCIM and Ryan Timpani exemplify these traits in every office transaction. Top Producers and industry award winners, these gentlemen have completed more than 1,100 transactions for more than 100 clients. Recognized for their diligence and comprehensive approach, Noel and Timpani stand out in the field for their proven record of excellence. colliers.com/arizona
real estate // BROKER RETAIL
A JENETTE BENNETT, CCIM First vice president, shareholder // Kidder Mathews // kidder.com Bennett has more than 14 years of experience specializing in the sale, and lease-up to sell, of single-tenant and multi-tenant retail and land for development in the Phoenix market. She is a CCIM designee and current president of the Central Arizona CCIM chapter. Personal strengths: “I have always truly enjoyed meeting and connecting with people, understanding their situation and needs, and communicating the pros, cons and how we get there. I believe years of continued work with the same clients, and gaining new clients, has been achieved through diligent work, persistence, honesty and integrity.” Industry outlook: “The market fundamentals are strong with a consistently increasing population, employment opportunities and affordable housing.”
A
B
B JENNIFER EGGERT Vice president // ORION Investment Real Estate // orionprop.com Eggert joined ORION in 2016 as vice president, specializing in retail leasing in both landlord and tenant representation. Eggert began her career in commercial real estate in 2004 at Retail Brokers, Inc., where she mainly focused on the leasing of second generation centers. There, Eggert worked for a single landlord, whose portfolio included more than 1 million square feet of retail space in the Phoenix metro area, where she increased occupancy levels by 25 percent during her tenure and consistently won the award for most square footage leased every quarter. In 2007, she was awarded the CoStar Group’s Power Broker Award, which is based on retail leasing transaction volume, after completing 40 transactions covering roughly 90,000 square feet. She was a nominee for the 2008 award as well.
C MIKE LEONARD Principal and designated broker // Catalyst Commercial Group // ccgretail.com As one of the founding members of Catalyst Commercial Group, Leonard’s reputation was built on the ability to expertly represent tenant clients on a national basis. As such, Leonard and his partner formed Catalyst to service a great need in the industry, which was the exclusive representation of retail tenants as their focus. Having designed strategic expansion plans for many national restaurants and retailers, Leonard’s ability to understand the individual needs of each tenant, lay out those needs as part of a specific framework for strategic growth, then having the tenacity to implement those plans be it on a local or national level, Leonard has garnered the loyalty from the retail community and his tenants, all of whom came to rely on his expertise and ability to get the deal done.
D
D ROMMIE MOJAHED Director of sales and leasing // SVN | Desert Commercial Advisors svnpartners.com
C
E
Mojahed is experienced in retail tenant representation, pre-leasing, leasing and land research and acquisition for development opportunities. Mojahed has experience with trade area feasibility, market analysis and works with economic development programs on a national level to identify viable sites for tenants in regional and national expansion plans. He has closed more than 500 deals in his tenure at SVN and named 2018 Top Producer of the Year. Personal strengths: “Service and gratitude. In commercial real estate, there is a lot we cannot control. What we can control is the service. This is simply returning calls, communicating and always going the extra mile. In addition, sincere gratitude for opportunities and clients has resulted in stronger relationships and more business.”
E CHARLES OSBRINK Executive managing director // Newmark Knight Frank // ngkf.com Osbrink is one of the newest members of Newmark Knight Frank’s rapidly expanding West Coast Capital Markets team. An executive managing director in the firm’s Phoenix office, Osbrink has more than 11 years of experience in office and retail investment sales throughout Arizona, Southern California, Nevada and Hawaii. Osbrink joined Newmark Knight Frank in 2017 after working for six and a half years at HFF, where he most recently served as a managing director in that firm’s Phoenix office. During his tenure at HFF, Osbrink closed deals worth more than $2 billion. Prior to HFF, Osbrink served as director of acquisitions for three years at Strategic Retail Trust, a private firm based in Irvine, California. In this role, he closed transactions valued in excess of $500 million.
194 ABL | Nominate at azBIGmedia.com
CATHY THURINGER
Trammell Crow Company
BUILDING…
RELATIONSHIPS naiopaz.org Follow us on Social Media: @NAIOPArizona @NAIOPArizona naioparizona @naioparizona
JEFF FOSTER Prologis
real estate // BROKER INDUSTRIAL
A MARK BAUER National managing director // JLL // am.jll.com
A
Bauer began his career in commercial real estate 31 years ago as an office property specialist, rising through prominent brokerage firms and leadership positions to his role as managing director of JLL. For two decades, he has specialized in data center, colocation and telecommunications, assisting with mission-critical deployments of primary and disaster recovery data center needs. Bauer has negotiated more than $2.5 billion in total transaction consideration and more than 20 million square feet of total transactions for clients such as PayPal, eBay, GoDaddy, American Express, Toyota Motors, Charles Schwab and SAP, and data center developers including Digital Realty, CyrusOne, QTS Data Centers and Aligned Energy. B
B LEROY BREINHOLT President and designated broker // Commercial Properties, Incorporated cpiaz.com Breinholt has more than 30 years of commercial real estate and industrial market experience. While CPI continues to grow under Breinholt’s direction, his focus is on the market changes and growth that lie ahead. As an Arizona native, Breinholt takes pride in his home state. He applies the same principles of integrity, hard work, stewardship, service and humility to CPI as he does with his family and community. Professional advice: “My professional advice to someone entering this industry would be don’t come into this business thinking it’s going to be easy because it takes a lot of hard work. Your efforts will definitely pay off if you are consistent. I would highly recommend focusing on a location and product type, and be the best you can be within those parameters.”
C PAT FEENEY Senior vice president // CBRE // cbre.com
C D
E
Feeney specializes in the sale and lease of single and multi-tenant industrial properties, land sales, build-to-suit projects, investment property sales and landlord and tenant representation assignments throughout metropolitan Phoenix. With more than 34 years of experience in commercial real estate, Feeney has brokered more than 3,300 transactions encompassing more than 250 million square feet. Industry outlook: “Hiring is tough in today’s tight labor market, but I’m optimistic about Phoenix’s ability to overcome this challenge as population growth is strong — about 200 people are moving to metro Phoenix every day — and the state’s major universities are producing, on average, roughly 50,000 graduates each year, according to GPEC.”
D MARK SEALE Principal and managing director of brokerage services Avison Young // avisonyoung.com Seale’s specializes in tenant representation for office and industrial properties in Arizona and works to develop a core strategy to position Avison Young as the leader in all property types and business lines. Over his 32-year career, he has advised many of North America’s largest occupiers and institutional owners of commercial real estate including Voya, AETNA, Liberty Mutual, UPS, and Blackrock Realty Advisors, among others. He has also represented large landlords and developers in office leasing transactions. Personal strengths: “Likability, a long-term perspective, patience — because the transaction cycle is so long in our business — the ability to listen, integrity, always putting the client’s best interest first and a strong will to win.”
E WILL STRONG Executive managing director // Cushman & Wakefield cushmanwakefield.com At 34, Strong has built an impressive resume of success over the last 11 years, specializing in representing and consulting some of the largest and most sought-after corporate tenants, owners and developers who wish to acquire, develop and dispose of industrial real estate locally and around the globe. Consistently ranked as a top producer, Strong has completed some of the highest profile and complicated deals in Phoenix, earning him accolades such as Top 20 industrial producer nationwide and NAIOP Industrial Broker of the Year three times. Personal strengths: “Always doing what we say we will do. Sticking to your word and keeping your reputation allows you to have more and more credibility with your clients, who look to you for guidance. Trust is the absolute key.” 196 ABL | Nominate at azBIGmedia.com
C
When it comes to real estate, we see potential everywhere. CBRE turns scale into strength, expense into performance, and property into prosperity. How can we help you transform your real estate into real advantage?
Phoenix Office 602 735 5555 www.cbre.us/phoenix
Tucson Office 520 323 5100 www.cbre.us/tucson
Build on Advantage
real estate // CONTRACTORS
A MARTIN ALVAREZ, SR. CEO // Sun Eagle Corporation // suneaglecorporation.com Alvarez is the founder of Sun Eagle Corporation, a general contractor and construction manager. Sun Eagle has built 10 million square feet of schools, office buildings, industrial buildings and fire stations. Personal strengths: “My parents instilled leadership qualities early in my life. During grade and high school, I captained my teams and in football, I was the quarterback. I converted leadership activities into managing and owning a nonprofit consulting firm for six years and managing and owning Sun Eagle for 41 years.” Industry outlook: “The outlook for the Arizona market is extremely positive. This prolonged period of success is different than preceding periods because we are being transformed into a unique large-city experience.”
B
C
B LORRAINE BERGMAN President and CEO // Caliente Construction // calienteconstruction.com Bergman, an Arizona native, is the president and CEO of Caliente. Founded in 1991, Caliente is ranked as the 25th largest construction company in Arizona and is the fourth-largest womanowned company in the state. One of Bergman’s passions is serving the community. She has raised two children who are also actively involved in the family business. Personal strengths: “I am an extremely positive person with a ‘can-do’ attitude. As president and CEO of Caliente Construction, I did not step into my role with the typical requisite experience. However, failure did not have a seat at the table. With a voracious appetite to learn, the new challenges were, for me, an exciting opportunity for growth. These qualities have opened doors and allowed me to succeed in both my career and the industry.”
C SCOTT BJERK President and CEO // Bjerk Builders // bjerkbuilders.com Bjerk moved to Arizona in 1979 from Sioux Falls, S.D., and started Bjerk Builders in 1987 at the age of 27. He manages the day-to-day operations of the business and is also involved with sales and estimating. Personal strengths: “I have always been an ambitious person and driven to be the best. I believe the ‘get it done’ attitude has helped with respect to getting projects completed and delivered to meet the client’s expectations.” Industry outlook: “I think the market for commercial construction is very robust and I believe that it will remain strong through 2020. I am a little concerned about commodity prices for steel and other building materials and would hope that they would stabilize going into next year.”
A
D MIKE BONTRAGER President, Southwest Region // Adolfson & Peterson Construction // a-p.com Since 2003, Bontrager has expanded several organizations through market introduction, sector growth and high-performing cultures. As president of AP Southwest, Bontrager utilizes his 35 years of industry-specific experience to secure new work, maintain industry partnerships and manage the overall performance of the 73-year-old company. He is the co-chair of the Greater Phoenix Chamber Foundation Construction Workforce Collaborative. Personal strengths: “I have a huge appetite for learning. Even after 30 years I still spend several hours a week learning new things about the building and real estate industry. I prioritize exceeding customer expectations, see things for what they are, not how I want them to be, and make decisions and take actions guided by integrity despite the consequences.”
D
E CASEY CARTIER President and CEO // Jokake Construction // jokake.com With 25 years in the construction industry, Cartier joined Jokake Construction services in 2012. Named CFMA’s Executive of the Year and recognized as an Arizona Business Leader in 2017, Cartier has also been recognized as an innovative business leader. Professional advice: “Be crystal clear with your unique differentiators ... Bring your personal force to the game and make an impact.” Industry outlook: “The real estate industry has recently be an environment of contrasts. The dynamic growth we have seen contrasting with construction price volatility. As we head into 2020, I believe the deceleration of the market will be a good thing. Successful companies will be the ones who take the time to creatively find solutions to tariff issues and build enduring projects.” 198 ABL | Nominate at azBIGmedia.com
E
Partnering with Owners and Subcontractors
SINCE 1978
A family-owned Construction Manager General Contractor
suneaglecorporation.com
real estate // CONTRACTORS
A KIMBERLY DAVIDS General manager // The Weitz Company // weitz.com
A
B
B ANDREW GEIER Executive vice president // Layton Construction // laytonconstruction.com
D
E
Throughout her 18 years in the construction industry, Davids has demonstrated the ability to organize and lead projects in a variety of roles such as superintendent, project engineer, project manager, executive or operations manager. Davids received her degree in civil engineering from the University of Illinois, Champaign-Urbana. Personal strengths: “Persistence and open-honest communication have helped me become successful throughout my career in the construction industry. Driving towards a common goal through constant feedback on all levels allows for an optimal company performance and culture.” Industry outlook: “2020 continues to look promising for certain sectors of the construction industry.”
Geier is an executive vice president at Layton Construction, a position he was promoted to at the age of 29. Since then, Geier has focused his attention on Layton’s Arizona construction activities, with an emphasis on business development, pre-construction, strategic planning and client relationships. Under Geier’s leadership, Layton has earned numerous awards at the company and project levels and has significantly added to a diverse resume of projects. Industry outlook: “We have a tremendous amount of positive momentum that we see continuing into 2020. I’m concerned about rogue tweets, tariffs, rising construction costs and labor scarcity; but at Layton, we are focused on providing predictable outcomes even in an uncertain world. With those values, we will continue to see success.”
C JAMIE GODWIN President and CEO // Stevens-Leinweber Construction // stevensleinweber.com Godwin is an Arizona construction veteran with more than 23 years of commercial construction experience in the Valley of the Sun. Prior to joining Stevens-Leinweber in 2014, Godwin held leadership positions with a large commercial developer, and was co-founder of a commercial general contracting and construction management firm. Personal strengths: “Honesty, integrity, and the ability to remain level headed (for the most part) during times of stress or conflict.” Professional advice: “Place an emphasis on building personal communication skills and inperson interactions. Our dependence on technology for instant communication has created a workplace that lacks the ability to effectively communicate, problem solve and create lasting business relationships.”
D JUSTIN KELTON President // McCarthy Building Companies, Southwest Region // mccarthy.com
C
Kelton joined McCarthy in 2001, after serving in the United States Marine Corps, and was named president of McCarthy’s Southwest Region in 2016. As the regional leader, he oversees strategic planning, innovation, operations, client relations, risk management, market sector expansion, talent recruitment, community engagement and business development for the Arizona, Nevada, Colorado and New Mexico markets. Personal strengths: “Resilience and empathy. Our industry is cyclical in nature and can change unexpectedly. Because of this, people must see that you can connect quickly and genuinely care about the people and the teams around you. So, understanding strengths and weaknesses of our teams, and creating an environment that allows people to thrive has been key to my success.”
E GRETCHEN KINSELLA Arizona Business Unit Leader // DPR Construction // dpr.com In less than 18 years, Kinsella has established herself as a passionate leader at DPR Construction and has been part of the Arizona leadership team for the last five years, managing many aspects of the business, including healthcare mega-projects, client relations and internal operations. Personal strengths: “A strong sense of self — knowing my strengths as well as my weaknesses and leveraging them in an authentic way. This allows me to be the best version of myself at work and in my personal life and add value in all that I do.” Professional advice: “This business is rewarding, exciting and also really hard ... the order in which you decide to receive and redistribute these attributes will be your legacy.”
200 ABL | Nominate at azBIGmedia.com
FOR NEARLY FOUR DECADES
STAB I LI T Y
V E R S ATI L I TY
real estate // CONTRACTORS
A STEVE GRAUER Vice president and Western District manager // Hensel Phelps // henselphelps.com Grauer joined Hensel Phelps in 1990 and is responsible for Western District operations in Phoenix, covering work in Arizona, New Mexico, Oklahoma and Southern Nevada. Personal qualities: “First is persistence. Never give up in challenging situations, no matter how adverse they may be. Surviving the tough times makes you a better leader. Second is patience. When things take longer than envisioned, remember you are gaining critical experience or skills needed for your long-term growth.” Industry outlook: “From what I see, 2020 will be a great year. Most market sectors are hitting on all cylinders, with record low unemployment. Many businesses are turning down work or being selective about pursuing projects. Our industry will be challenged to recruit, grow and retain enough personnel to serve the market.”
B
C
B JOHN LARGAY President // Wespac Construction // wespacaz.com Largay leads Wespac Construction with nearly 30 years of contracting experience. His dedication to client service and quality construction sets the standard for all Wespac staff members. Throughout his career, Largay has focused his efforts on proactive construction strategies and sound management techniques. Professional advice: “My advice would be to have consistency, answer your phone when it rings, be kind and sincere, smile and work hard every day. Some would say work or live every day like it’s your last. I say smile like it’s your last and treat people with unconditional respect.” Surprising fact: “Some people call me ‘Farmer John.’ I grow a lot of my own produce and preach about the importance of a sustainable civilization.”
C JAMES MURPHY President and CEO // Willmeng Construction // willmeng.com
A
Murphy leads Willmeng Construction with vision, focus, commitment to clients, and an understanding that the best outcome is achieved when surrounded by an experienced, proactive and driven team. Willmeng Construction, in business since 1977, specializes in ground-up and tenant improvement projects and has most recently built a reputation as one of Arizona’s fastest growing, locally owned and operated building contractors. Professional advice: “This industry is 10 percent inventory, 10 percent absorption and 80 percent people. Economic conditions can change the commercial real estate climate dramatically, but the people side remains constant. Treat everyone as you would hope to be treated, push to do more than your share and align with the best of the best.”
D JUSTIN NEWMAN President // hardison/downey construction // hardisondowney.com
D
E
A graduate of Northern Arizona University, Newman joined hardison/downey with 20 years of construction experience. He brings a diverse project background ranging from alternative energy, water/wastewater, criminal justice and high-end residential projects, as well as class A office and tenant improvement projects. Personal strengths: “I am a fierce competitor and always push myself to go harder. I believe this drive to succeed stems from many years of competing in sports at high levels. These qualities have shaped me into the person and professional I am today.” Prized possession: “The memories of my mom. My mom passed away much too young, and what I have left of her are the memories that I get to share with my children.”
E STEVE WHITWORTH President // Kitchell Contractors // kitchell.com With 30-plus years of construction experience, Whitworth oversees a workforce of nearly 400 employee-owners in locations throughout Arizona, California, Texas and Washington. He manages growing practices in healthcare, retail, Native American, hospitality, education and custom homes sectors, using leading-industry technologies and approaches. Personal strengths: “Surrounding myself with smart people, and a healthy dose of competitiveness.” Professional advice: “This is a people business — not bricks and mortar. If you realize early on that it’s a people business, it will help you in the long run.” Industry outlook: “Optimistic. We have exciting projects that will begin to take shape and a strong pipeline. It’s a good time to be in the building industry in the southwest.”
202 ABL | Nominate at azBIGmedia.com
real estate // DEVELOPERS
A DON BOURN CEO // Bourn Companies // bourncompanies.com
A
Bourn founded Bourn Properties, a predecessor to Bourn Companies, in 1990. His companies have completed more than 40 commercial projects totaling four million square feet. Bourn is involved in all aspects of Bourn Companies’ business, including acquisitions, joint ventures, asset management and internal operations. Prior to Bourn Companies, Bourn was with Trammell Crow Company and Peat, Marwick and Mitchell after graduating from the University of Nebraska with a bachelor of science degree in accounting. Bourn is a member of several industry and community organizations and boards, including the Urban Land Institute, International Council of Shopping Centers, the Arizona Cancer Center, Southern Arizona Leadership Council and Downtown Tucson Partnership.
B
B SHARON HARPER Chairman, president and CEO // Plaza Companies // theplazaco.com Harper oversees all facets of company operations, including the ownership, development, leasing or management of nearly 10 million square feet of Arizona medical office properties, senior living facilities and bioscience/biotechnology centers. With Harper at the helm, Plaza Companies’ properties and projects have received significant recognition within the real estate, construction, senior living, technology and medical sectors. Personal strengths: “A great sense of humor coupled with focus, persistence, innovation, accountability, reliability, and preparedness are the very cornerstones of success in business. My friends, business colleagues, partners, investors, tenants and residents know and expect and receive excellence and performance on every front.”
C DAVID KRUMWIEDE Executive vice president // Lincoln Property Company // lpcphx.com Krumwiede oversees all development, acquisition, disposition, debt/equity financing, joint ventures, receivership and property management for LPC in Arizona, Nevada, Utah and New Mexico. This includes a property management portfolio of approximately 10 million square feet and a pipeline of development including The Grand at Papago Park Center, Union in the Riverview District and ultra-modern Lincoln Logistics 40 industrial building. Personal strengths: “I’ve spent three decades advancing the Phoenix commercial real estate environment. That takes passion and dedication, plus creativity, collaboration and courage to do things never done before. Listening to the market is also critical. It tells you when, what and where to build projects that companies and employees embrace.”
D GARY LINHART Founding partner // ViaWest Group // viawestgroup.com Linhart co-founded ViaWest in 2003. Currently, he oversees capital markets activity including debt and equity. He is also in charge of the company’s Opportunity Zone initiatives. Linhart began his career in Tokyo with the Bridgestone Corporation, was an investment analyst at a hedge fund, a consultant at Booz, Allen & Hamilton in New York, and co-founded a venturefunded technology company. Personal strengths: “My curiosity drives me to learn and to seek knowledge and new experiences. My open-mindedness empowers me to evaluate opportunities objectively or change course if necessary. My tenacity helps me take things from concept to fruition and power through in moments of doubt.” Professional advice: “Focus your efforts on creating a good context for meeting the people you want to know in the industry.”
E ROBERT MCNICHOLS General manager // Daedalus Real Estate Advisors // daedalusllc.com McNichols has been a commercial and corporate real estate broker, manager, developer and executive since 1971. He is currently general manager of Daedalus Real Estate Advisors, master developer and general manager of Longbow Business Park & Golf Club. McNichols is also a community volunteer and board member in the community, business, real estate, higher education, tourism and golf industries. Personal strengths: “Dedication to quality and commitment to change.” Professional advice: “Learn the facts. Be firm and fair. Share your expertise with others in an unselfish way and reap the rewards of your experience.”
204 ABL | Nominate at azBIGmedia.com
C
D
E
real estate // DEVELOPERS A DAVID SELLERS President and CEO // LGE Design Build // lgedesignbuild.com Sellers has been involved in more than 15 million square feet of development and has shaped LGE’s team and process into what it is today. In 2014, to further strengthen the design build mission, Sellers started LGE Design Group, LGE’s architectural arm. He has won several industry awards, including NAIOP General Contractor of the Year and NAIOP TI General Contractor of the Year. Personal strengths: “I’m a naturally positive person. If any challenge is put in front of me I know deep down that I will be able to figure it out.” Professional advice: “Think about the long game and not just the deal in front of you. It’s easy to make money in a great market, but you will need your reputation in a bad one.”
A
B JOSHUA SIMON CEO and Founder // SimonCRE // simoncre.com
B
Simon began his career in commercial real estate in 2004, and it wasn’t long after that he forged ahead and started SimonCRE in 2010, during some of the toughest of economic times. As founder and CEO, Simon leads the company’s growth strategy while directing the daily operations, including the development and implementation of the company’s new developerfocused business management software, DealforceCRE. Personal strengths: “I’m not afraid to take a contrarian approach to the way we do business. It’s how I stay two steps ahead of many others in the industry. I’m also a tenacious, ambitious, self-starter who believes in doing more than just meeting expectations but exceeding them — in every possible way.”
C JOHN STRITTMATTER Southwest chairman // Ryan Companies US // ryancompanies.com Strittmatter has been around the construction industry his entire life and has a deep understanding of the development, financing and construction processes. As chairman of Ryan’s Southwest Region, Strittmatter continues to manage the development and construction of various Ryan projects. He remains an integral part of the division by providing industry-leading quality, integrity and professionalism to ensure that future projects are consistent with Ryan’s objective of building lasting relationships. Reputation is everything. It takes years to establish and should be protected. Industry outlook: “In the short term, I believe 2019 will continue to be an active commercial real estate market with continued, more moderate growth into 2020.”
C
D JIM SWANSON CEO // Kitchell // kitchell.com Swanson is CEO of Phoenix-based Kitchell, an employee-owned building company with business in the western and Southwestern United States, encompassing commercial contracting, development, construction management, facilities management and HVAC wholesale supplies. Swanson is also deeply involved in the community. Personal strengths: “Humility, empowering others and never being afraid to ask questions. ‘Know what you don’t know’ is a favorite mantra of mine.” Prized possession: “Citizenship, freedom, the ability to travel – and the liquor I have locked in my basement.” Industry outlook: “Our business will always have interesting challenges. We’re optimistic about the future and the outlook for the Arizona region. Arizona is a great place to do business, and I’d rather be here than anywhere else!”
D
E PATRICIA WATTS Senior partner and director of planning Deco Communities // decocommunities.com Watts co-founded Deco Communities and Starpointe Communities and has been extensively involved in real estate and operating businesses since 1986. Prior to founding Starpointe, she was the vice president of real estate investment for Anthem Properties, a Vancouver, B.C.based real estate investment, development, and management company. Watts is a CPA and was previously employed with the multi-national public accounting firm of BDO/Dunwoody, specializing in forensic accounting and management control systems. Professional advice: “Look forward, not back. Business models that were successful in the 2000s will not be successful now. All aspects of consumer and economic fundamentals have changed and are still changing and businesses need to evolve more quickly than ever to adapt.”
206 ABL | Nominate at azBIGmedia.com
E
INTEGRITY.
33
BUILDING SUCCESSFUL ARIZONA PROJECTS FOR 33 YEARS
Doing what needs to be done. Bjerk Builders knows that your project will be completed on time, within budget, and will be done correctly. You have our word on it.
480.497.2300 • fax: 480.497.9610 • www.bjerkbuilders.com License B1-088897
real estate // ENGINEERS
A SCOT SCHLUND Senior principal, water // Stantec Consulting Services // stantec.com Schlund is a senior principal with expertise in drainage master plans and studies, watercourse master plans, flood warning plans, dam modifications and bank stabilization. Nothing is more satisfying to Schlund than a successfully implemented project that benefits the community. A few good examples are when he served as project manager on Maricopa County’s first watercourse master plan, where non-structural floodplain management was successfully implemented along the New River; and The El Rio Watercourse Master Plan, which is proposed to be an economic engine for community partners. Professional advice: “The key to all is to think positive, be creative, keep moving forward and resolve challenges as they come up.”
A
C
B DAVID SKINNER Senior vice president and area operations manager // HDR // hdrinc.com Skinner is a professional civil engineer and serves as the area operations manager and principal for HDR in Arizona and New Mexico. Skinner has more than 27 years of experience as a professional civil engineer working for state, local and federal governments. Personal strengths: “The drive to help find solutions and solve problems for our communities has been a passion of mine since my beginning as an engineer. This drive allows me to improve our environment for future generations.” Professional advuce: “Find your passion and use it to guide your career choices. To be an engineer today requires a broad range of skills, but your passion for why we do the things we do will help you to excel in your career.”
C RYAN WEED President and CEO // Coe & Van Loo Consultants // cvlci.com Weed became president of CVL in January 2015, previously holding the title of executive vice president. He has more than 22 years of experience in planning, zoning, preliminary and final design, and construction documents in the hospitality, retail, residential, commercial, solar and energy sectors. Weed directs his teams to think creatively and solve problems in ways that benefit agencies, communities and clients. Professional advice: “Become a well-rounded engineer. Provide great design and recognize the client’s ultimate goals. Excelling in business development, managing a team and delivering a great product for a client is the professional trifecta.” Prized possession: “I baby my mountain bike. It is important to me to be active and mountain biking gives me an outlet.”
B
D ELIJAH WILLIAMS President // EPS Group // epsgroupinc.com Williams became EPS Group president in 2014 and is the head of its Public Works Division. He has more than 20 years of experience in transportation, utility and drainage engineering. Personal strengths: “The ability to learn from others, think strategically and communicate effectively. Early on, I purposefully sought out advice from respected industry leaders, molded this with my own experience into a career plan, that I could then carry out by hard work and the effective communication of ideas.” Professional advice: “It may seem counterintuitive, but young civil engineers must learn how to write well and develop a penchant for public speaking. Accepted solutions are wellcommunicated solutions.”
D
E DARREL WOOD Founding principal // Wood, Patel & Associates // woodpatel.com Wood has more than 30 years of experience serving clients in the private and public works sectors, particularly related to entitlement work and challenging drainage assignments. As a founding principal of Wood/Patel, Wood is involved in the day-to-day operations of the firm, as well as sharing his knowledge and expertise on a variety of ongoing projects. Wood/Patel supports the community through financial contributions, donating professional services and volunteering to worthy causes. Business philosophy: “Clients need positive results without surprises. As a firm, we empower our team members to best serve our clients and create win-win relationships. We do this by being committed, hardworking and personable, all balanced with a skill set of competitive, expertise and client service.” 208 ABL | Nominate at azBIGmedia.com
E
Ideas transform communities For more than a century, HDR has partnered with clients to shape communities and push the boundaries of what’s possible. Our expertise spans nearly 10,000 employees, in more than 200 locations around the world — and counting. Our engineering, architecture, environmental and construction services bring an impressive breadth of knowledge to every project. Our optimistic approach to finding innovative solutions defined our past and drives our future.
hdrinc.com
real estate // HOAs
A D. J. COLE Chairman and CEO // CCMC // ccmcnet.com A
B
Cole’s career includes 12 years with CCMC, a three-year stretch as Cold Stone Creamery’s chief financial officer during its most significant growth phase and nearly two decades in telecommunications. Cole is a member of ULI and Valley Partnership and serves on the board of Catholic Education Arizona. He also served on Gov. Doug Ducey’s transition team as a member of the Budget Study Committee following Ducey’s 2014 election. Personal strengths: “The ability to focus and prioritize the most important things. Good communication skills and genuine interest in others have helped me build trusting, accountable and loyal teams. I believe every CEO is tasked with connecting strategy, numbers and people to help the organization achieve the aspirations of all its stakeholders.”
B DARIN FISHER Founding owner and managing member // Vision Community Management // visioncommunitymanagement.com C
E
Born in rural, Upstate New York, Fisher learned the value of hard work and perseverance from his parents at an early age. He put himself through college by working full time and upon graduation started his own consulting practice. He grew his practice while holding high-level financial positions with several top Valley companies. In 2003, he purchased controlling interest in a small management company and rolled his accounting practice into that, forming Vision. Personal strengths: “My greatest strength has been the ability to find, train and motivate amazing team members - and then get out of their way. Our phenomenal growth forced me out of my natural tendencies towards micromanagement and required me to become the big picture dreamer I am now.”
C JOHN KEMPER President // FirstService Residential Arizona // fsresidential.com Kemper oversees all aspects of daily operations and is responsible for driving a collaborative effort to grow FirstService Residential’s client base along with colleague growth and retention. Prior to joining FirstService Residential, Kemper spent the past two decades as a leader in the recruiting industry, where he worked with some of the world’s largest and most respected companies. Professional advice: “Get as much knowledge of all facets of the business as you can. This means learning the operations side, back office functions and business development. Adopt a ‘service’ mindset and get as much leadership training as you can. Always be willing to grow and adapt to the changing needs of your customers.”
D
D LINDA LANG President and CEO // Arizona Association of Community Managers // aacm.com Led by her entrepreneurial spirit, Lang founded successful companies, including a concrete construction company; Street Performance Industries, a commercial and industrial machine shop; and Arizona Rotorcraft, a maintenance center for Rolls Royce Alison turbine helicopter engines. She is a former NHRA alcohol funny car driver and has flown in an F-16 fighter jet. Industry outlook: “I’m excited for the community management industry and the homeowner association industry. Arizona’s economy is growing and by working with the legislature to ensure HOAs retain the right to manage their communities and freely contract with professional community managers, we help ensure the continued success and growth of Arizona’s communities and the families that live in them.”
E AMANDA SHAW President // Associated Asset Management // associatedasset.com As the president of AAM, Arizona’s largest privately owned professional community association management company, Shaw guides the company’s daily operations and long-term strategic planning and financial matters. Personal strengths: “Honesty, transparency and a strong work ethic have contributed to my success in the HOA industry. These qualities helped me to build trust and confidence with my company, resulting in my career apex as president and partner.” Industry outlook: “In the past 20 years, the HOA industry has been raising the bar on professionalism, certification and licensure and I believe that we will see even greater emphasis on these areas in the future as we need to ensure that the people who are managing our communities’ assets are the best possible stewards of those assets.”
210 ABL | Nominate at azBIGmedia.com
AACM Members Are: • Knowledgeable, Trained and Certified • Committed to Professionalism • Held to the Highest Ethical Standards At the Arizona Association of Community Managers (AACM), we know your neighborhood is more than just a collection of homes. It's where your life takes shape. Sin Since 2003, AACM has been dedicated to improving the quality and professionalism of community management in Arizona. Our CAAM® education program is Arizona's only professional certification for community managers, and we are the state's leading information resource on HOA community management issues.
Visit AACM.com to find out if your community manager is an AACM-certified member. Phoenix: 602.685.1111 Tucson: 520.334.2004 668 N. 44th Street, Suite 229E Phoenix, AZ 85008
real estate // REITS
A WILL CREYER Vice president and director — Phoenix // Cousins Properties // cousins.com Creyer joined Cousins in 2013 and currently serves as the vice president and director of Cousins’ Phoenix portfolio, in which he is responsible for leasing, property operations, investments and business development. He has played a key role in all of the company’s acquisitions, dispositions, new developments, asset management and corporate strategy. Professional advice: “Find time to build market and customer relationships and provide superior service excellence.” Industry outlook: “Phoenix, in particular the submarket of Tempe, continues to have a very strong outlook for 2020. The market has benefited greatly from employment growth and its close proximity to top talent. We continue to see more tech companies make the move to Tempe and remain positive about Cousins position in the Sun Belt.”
A
C
B SCOTT PETERS Chairman, CEO and president // Healthcare Trust of America // htareit.com Peters runs Healthcare Trust of America, the largest dedicated owner and operator of medical office buildings in the U.S., comprising more than 24 million square feet of GLA, located in 32 states with nearly $7 billion invested primarily in medical office buildings. HTA was founded in 2006 and listed on the NYSE in 2012. This is the third real estate company he has grown and taken public; others included NNN Properties and Golf Trust of America. Personal strengths: “I am not afraid of taking risks. I come across a lot of people in my industry who play it safe, which is not necessarily a bad thing but it isn’t what is going to take you to the next level. I have always had a desire to be successful which helps drive me to push myself outside of my comfort zone and not be afraid of the challenge.”
C GLENN RUFRANO CEO // VEREIT // vereit.com
B
Rufrano became CEO of VEREIT, Inc. in 2015 and has since implemented a business plan to guide the Company’s strategy. VEREIT is a full-service real estate operating company which owns and manages one of the largest portfolios of single-tenant commercial properties in the U.S. Since Mr. Rufrano joined the organization, the company has had total capital activity of $11 billion. Personal strengths: “My ability to relate to all different types of people has been especially helpful in my career. Working in the commercial real estate industry means interacting with diverse individuals, from accountants, to property managers and marketing professionals. My ability to connect and find common-ground has been a true asset.”
D STEVEN SCHWARZ Founding partner // ViaWest Group // viawestgroup.com
D
E
Schwarz leads the acquisition and development efforts for ViaWest, while directing certain operational areas and co-managing the investment strategy. He has over 25 years of experience in the development, operations and financing of all types of real estate, with deep experience in industrial and office properties. Schwarz has been involved with more than $2 billion worth of projects in the Southwest, Northwest and Southeast. Professional advice: “Make sure you love what you do. Success will only come if you’re passionate and interested in your daily experience. Focus primarily on opportunity and learning when you’re young; less on compensation. It’s a long game. Seek internships early and focus on results. Take a speaking or drama class. Work on your writing. And be able to do math in your head.”
E CHRISTOPHER VOLK CEO // STORE Capital // storecapital.com Volk co-founded STORE Capital in May 2011 and serves as STORE Capital’s president and CEO. STORE, which was listed on the New York Stock Exchange in 2014, is the third Arizona-based, NYSE-listed company Volk has led. Prior to forming STORE Capital, Volk co-founded Spirit Finance Corporation. Earlier, Volk served as president of Franchise Finance Corporation of America. Professional advice: “Spend time on our website and the websites of other companies in our business. Do some research to see if what we do has interest to you and do not hesitate to reach out to leaders directly. If you are in college, you can also start out with a summer internship to see if you like this business.”
212 ABL | Nominate at azBIGmedia.com
Dedicated Owner of Best in Class Medical Office
NYSE: HTA
real estate // OWNER-OPERATOR
A SCOTT ARCHER Managing partner, designated broker // Barclay Group // barclaygroup.com
A
In 1990, Archer expanded Barclay Group to Arizona and built the Western Region. For more than two decades, Archer has been involved in all aspects of each venture including site selection and development, financing, construction, marketing, and establishing and maintaining Barclay Group’s strong business relationships. Under Archer’s leadership, Barclay Group’s Western Region has developed more than 45 commercial projects, totaling more than six million square feet. Prior to returning to his native state of Arizona, Archer was a principal at Trammell Crow Company in Tampa, Fla. Archer has an MBA with an emphasis in finance and real estate development from Southern Methodist University. He is the designated broker for Barclay Real Estate Services.
B
B MARTIN DE RITO CEO // De Rito Partners // derito.com De Rito formed De Rito Partners, Inc. in 1992. The company offers full-service retail brokerage operations, property leasing, sales and tenant representation. The company has 20 seasoned brokers exclusively representing more than 180 shopping centers and 60 national and local retailers. Recently, De Rito Partners Development has been redeveloping 1.2 million square feet at The Pavilions at Talking Stick (formerly Scottsdale Pavilions). Professional advice: “At the end of the day, you must be very persistent day in and day out. Look for solutions that benefit both parties and remember that every day is but a small life.”
C
C HOWARD GRACE President // W.M. Grace Companies // wmgraceco.com Grace’s father, Bill, founded the company in 1966, believing there was a better way to meet a client’s needs in construction and development. His idea of bringing all trades under one roof was so sensible, yet seen as radical at the time. Over the last 49 years, the company has built or developed more than 300 projects, totaling more than 30 million square feet. Today, Howard Grace is continuing Bill’s legacy as the company is owned and operated by Howard and his siblings. Together, they currently own, manage, and lease over one million square feet of retail properties. W.M. Grace Companies currently has three ongoing developments with an additional 400,000 plus square feet of gross leasable area. W.M. Grace Companies is also diverse in resort and casino developments in the southwest.
D JAMES PEDERSON Chairman // Pederson Group // pedersoninc.com Pederson was born and raised in Casa Grande and graduated from the University of Arizona with an undergraduate degree in political science and a master’s degree in public administration. He formed the Pederson Group in 1983, specializing in the development and management of shopping centers. The company has developed more than 30 retail projects throughout the State of Arizona and has received many awards for design excellence from municipalities and industry groups. Personal qualities: “Never give up attitude. If one believes in something strong enough, a temporary setback is just that — temporary.” Professional advice: “Keep searching until you find that something you really enjoy. Once that’s found, find a niche where you can apply your unique skills.”
E MICHAEL POLLACK Founder, president and CEO // Michael A. Pollack Real Estate Investments pollackinvestments.com Michael A. Pollack Real Estate Investments is one of the largest independently owned commercial real estate companies based in Mesa. The firm specializes in asset management, leasing, and redevelopment in addition to ground up development. Pollack has personally been involved in more than 10 million square feet of real estate projects. The company and its affiliates currently own and operate more than 3.5 million square feet of properties. Professional advice: “Heavily educate yourself on the intricacies of the job. Starting with a thorough grasp of the industry itself and continuing your education specifically on the market you will be working. It takes hard work and dedication to become an expert in any field and real estate is a profession for people who are willing to work hard and collaboratively.”
214 ABL | Nominate at azBIGmedia.com
D
E
We’ve Got The Best Rates! Over 45 Commercial Properties
Phoenix | Chandler | Tempe | Glendale | Gilbert | Mesa | Peoria
Fry’s Marketplace 2753 East Broadway Road Mesa, AZ 85204
Warner Plaza
1964 North Alma School Road Chandler, AZ 85224
Southwind Plaza Chandler Central Center 975 East Elliot Road Tempe, AZ 85284
Safeway Plaza 1245 West Guadalupe Road Mesa, AZ 85202
2994 North Alma School Road Chandler, AZ 85224
Warner Plaza
1964 North Alma School Road Chandler, AZ 85224
Food City Plaza
1811 North Scottsdale Road Tempe, AZ 85281
480.888.0888
Brokers Always Welcome
pollackinvestments.com | leasing@pollackinvestments.com
real estate // PROPERTY ASSET MANAGEMENT
A ANDI ST. JOHN Managing director of asset services // CBRE // cbre.com
A
B
St. John has more than 18 years of commercial real estate experience. She provides executive oversight to the professionals who are responsible for the management of office, retail and industrial assets totaling in excess of 23 million square feet in the Phoenix Metropolitan area. St. John is also responsible for developing new business and serves as a client liaison. Personal strengths: Patience. In property management, your success is determined by how patient you can be, whether that means being a good listener, juggling a million tasks or thinking on your feet. You have to be willing to stop what you’re doing and take a tenant’s call, research a question for a broker or client or even deal with the occasional flood – sometimes all at once.
B PATTY HARTLEY President and designated broker // MODE Commercial // modecommercial.com Hartley has been the co-founder, president and designated broker of MODE Commercial since 2008 when MODE was launched with 10 buildings under management. Today, MODE manages more than 90 commercial buildings and has added a building engineering and construction/ project management department to help with the needs of the buildings under management, as well as helping investors look at projects in Arizona. Professional advice: “Find a mentor who you respect and that you will always be able to talk to. Follow up with every project until it is completed and always promise to exceed internal and external expectations. Surround yourself with professionals and always be humble.” Prized possession: “My coon hound rescue dog. She has exceeded my expectations and become a wonderful addition to our lives.”
C
C BRAD LIBSOCK Director of property management division // Commercial Properties Inc. // cpiaz.com
E
Libsock oversees all operations of the Commercial Properties Inc. (CPI) managed portfolio and is responsible for achieving superior operational results and financial performance of the maintenance and management business in the Phoenix market. The CPI portfolio is comprised of industrial, office, medical office, retail centers and several associations throughout Arizona. Personal qualities: “Humility and humor. You cannot take yourself too seriously if you want to build trust and respect within a team. Your team needs to know that you care and that you are willing to do whatever it takes to help them be successful.” Professional advice: “Don’t be afraid to make mistakes. You have to try to learn and learn from every opportunity.”
D ALISA TIMM Regional director // Ryan Companies // ryancompanies.com
D
After starting her career in Denver, Timm moved to Phoenix and and worked as an insurance company portfolio manager. In 1991 she launched Trust Realty Advisors and in 2010 was recruited to open the Cassidy Turley management office (now Cushman & Wakefield) growing it to more than three million square feet. Since she joined Ryan in 2017, the company’s portfolio has grown by 61 percent. Personal strengths: “‘Always do the right thing’ has been Ryan’s motto for over 80 years and aligns with my commitment to clients, customers and company. My horizon has always been holistic and long-term and it serves to guide me through the daily weeds in our business.” Professional advice: “Be bold and fearless and learn from your parents.”
E ALAN ZELL President and CEO // ZELL Commercial Real Estate Services Inc. // zellcre.com Zell is the principal and designated broker for ZELL Commercial Real Estate Services, Inc. Zell started the firm in 1977 to manage and lease a portfolio of five shopping centers and has expanded operations to include property management and/or leasing representation for more than 40 shopping centers comprised of more than 4 million square feet. Zell has leased several hundred thousand square feet of space to national, regional and local retailers, served as a consultant for numerous client requirements, and served as an investment broker for the sale and/or acquisition of over thirty shopping centers for clients. Zell earned a B.S. in finance from the University of Rhode Island and an MBA from Boston University. He has a Certified Shopping Center Manager (CSM) designation from ICSC.
216 ABL | Nominate at azBIGmedia.com
real estate // ENGINEERS
A VICKY AVILES Principal // Western Technologies // wt-us.com For 20 years, Aviles has served as principal at Western Technologies, an engineering consulting firm specializing in geotechnical engineering, environmental consulting services, construction materials testing, nondestructive testing, special inspection and welding inspection. Professional advice: “My recommendation to other women wishing to work in the construction/ environmental industry is simple — just do it. Lean from your male counterparts but do not shy away from being inquisitive and outspoken. Especially learn from your female mentors for the information they can provide you from their experiences is most valuable! Women have amazing ideas on how to do things different (different solutions and approaches); do not be afraid to share.”
A
C
B MATT BRINKMAN Principal, Regional Energy Group manager // Burns & McDonnell burnsmcd.com Brinkman leads the Regional Energy Group in Phoenix and serves as the national solar business manager for Burns & McDonnell. With more than 20 years of experience, he manages a multidisciplinary team of engineers focused on solar photovoltaic and capital improvement projects. Throughout his career, he’s supported more than 6 GW of new generation, including the largest solar thermal plant in the world and largest solar photovoltaic project in the U.S. Personal strengths: “I truly care for and respect my colleagues, team members and clients. I strive to be completely transparent with them. I take time to really listen so I can effectively interpret needs and clearly communicate complex project details or situations.”
C GREGG CREASER, P.E. President and CEO // Speedie & Associates // speedie.net
D
E
Creaser is CEO and Geotechnical Division manager for Speedie & Associates, providing consulting engineering services for public and private entities. As a senior partner of the firm, he has been integral to the firm’s continued growth and stability. His business philosophy is rooted in a firm belief in client engagement “beyond the project.” Personal strengths: “Honesty and transparency. Plus willing to do whatever it takes to keep clients happy. When you fail to keep a client happy, own up to your failure, apologize and ask to be given another shot in the future.” Professional advice: “A few pieces of advice: Work hard like you own the place, hopefully you will be given the opportunity to own a piece of the pie. Use that smartphone you own to call someone, don’t just text, email, IM, etc.”
D ALI FAKIH Principal // SEG (Sustainability Engineering Group) // azseg.com As a professional engineer for more than 15 years, Fakih has successfully managed the production of a variety of public and private projects within commercial, industrial, healthcare, and residential sectors. Fakih is committed to continual research and contributions to the LEED program in civil engineering applications. Personal strengths: “Persistence and ownership. Running a business is pretty easy when you fulfill what you’ve committed to on time.” Professional advice: “Be comfortable getting uncomfortable.” Industry outlook: “2020 is going to be an awesome year of growth. Diversification will be the key to industry survival and we are very excited about that.”
B
E MIKE HERMANN Principal // Kimley-Horn and Associates // kimley-horn.com Hermann oversees project and design management for large fixed-guideway transit projects. His specialties include transit design and project management. Hermann is responsible for the management of business development for Kimley-Horn operations in Arizona, Nevada, Colorado, Utah, Idaho, New Mexico and Kansas. Kimley-Horn is one of the nation’s premier planning and design consulting firms. With over 3,000 staff members in more than 80 offices across the U.S., the firm offers full services in a wide range of disciplines.
Nominate at azBIGmedia.com | ABL 217
real estate // SUBCONTRACTORS
A JERRY BARNIER President // Suntec Concrete // suntecconcrete.com A
B
Barnier is an ex-farm boy from Washington state that couldn’t take the wet, so he headed out. After leaving and spending one season as a ski bum in Jackson Hole, he hitchhiked to Phoenix, where he started his career in concrete. In 1984, after working at Artcraft for a few years, Barnier bought their concrete division and started Suntec Concrete. Source of pride: “I think I’m most proud of the retirement fund we started in 1989. We stayed committed for 30 years to a 15 percent-plus contribution for all employees. To see the tradesmen and leaders that started with me in those early years with a great future is really satisfying.” Professional advice: “This business is a lot of fun when you are part of a team that can build great buildings. And its art when that happens.”
B MARC BEYER Principal // The Design Element // instagram.com/thedesignelement
D
E
C
Beyer has a unique aptitude for design specializing in office, multifamily and urban in-fill environments that showcase his impeccable attention to project detail and client care. Beyer is driven to balance environmental stewardship with project budget and timelines. Personal strengths: “Tenacity and flexibility to be creative and make a client happy. I am tenacious to develop a vision while being flexible to listen and implement a wide assortment of ideas. Balancing these qualities with project realities of budget and schedule have helped my career to be included on amazing projects.” Professional advice: “Travel as much as you can and to as many places as possible. In the profession of landscape architecture, we derive many design decisions based on lessons learned and places we’ve experienced.”
C JEROME BRUGGEMAN President // RMJ Electrical Contractors // rmjelect.com Bruggeman has been involved in the construction industry since 1990. During his career, he has been involved in the entire construction process from project management and accounting to his current position as president. Bruggeman is a CPA and has earned bachelor’s degrees in business management and accounting as well as a masters degree in business administration, all from Arizona State University. As president, he oversees all aspects of the organization. Bruggeman continually seeks ways to improve processes at RMJ to better serve its customers.
D JOHN BRUNIA President // Spectra Electrical Services // spectra-electrical.com Brunia is the president of Spectra Electrical Services, a full-service electrical contractor based in Tempe. Over the past 20 years, Brunia has led the organization’s growth and expansion. In those 20 years, Spectra has expanded to perform work across the entire Southwest and seen its annual revenues grow to more than $20 million. Personal strengths: “Perseverance, loyalty, dedication and commitment have all played a large role in helping me in the success of my career. Not everything is going to go your way or as expected, at work or in life; the will to persevere through adversity is vital to one’s success. If you are loyal to those around you, they will return the favor many times over. Lastly, being dedicated and committed in all aspects of one’s life promotes nothing but success.”
E JERRY BUESING CEO and owner // Buesing Corp. // buesingcorp.com Buesing started Buesing Corp. in Long Lake, Minn., in 1965 at the age of 21 with two material transport trucks and a CAT 950 Loader. He grew the business over the next couple years to perform mass excavation grading, and soil and aggregate hauling. He served all of Minnesota and eight surrounding states until the mid-1980’s. In 1985 he moved the company and its operations to Phoenix. Professional advice: “My advice for an owner or executive entering the construction industry is to surround yourself with quality people, with high integrity, and a solid knowledge base in their area of expertise. These key individuals should in turn elevate the importance of relationships with employees and customers alike and possess a passion for what they do.”
218 ABL | Nominate at azBIGmedia.com
www.RMJelectric.com
phone: (623) 434-5700
real estate // SUBCONTRACTORS
A KIRK BUTLER Founder and CEO // Butler // cactusstone.com Butler started Butler at the age of 22 and attended night school on the GI Bill. Forty-five years later, he says he is still learning and striving to get it right. Professional advice: “A business philosophy that’s driven by a desire to sell the cheapest product is a loser. In other words, ‘making it up in volume’ is foolishness. Deal in the best product you can find. Never compromise on product quality or customer service.” Industry outlook: “The market has been flooded with cheap stone slab products. Our efforts to raise the bar on quality, variety and all the stones the earth presents to us has put us in a very good position to serve all who prefer high quality and a bold selection over a low price.”
A
B
B JAMES DINAN Owner, president and CEO // Bel-Aire Mechanical // belairemechanical.com Bel-Aire Mechanical was founded in 1986 as a full-service HVAC, mechanical and plumbing contractor and is now the largest private and locally owned signatory mechanical, plumbing and service contractor in the state of Arizona. The company’s project markets are diverse and include hospital/healthcare, data centers, higher education, laboratory, casino/resort, corporate office, manufacturing facilities and service/maintenance. Professional advice: “Select and choose a craft trade that reflects your personality and will make you happy. Get properly trained and educated in your chosen construction field. Practice and hone your skills to an expert and journey person level. Join an established company and become an integral part of a team that builds great projects that transform our landscape”
C CHARLIE FERER President and CEO // Paradise Greens // paradisegreens.com As president and chief executive officer, Ferer is responsible for the management of Paradise Greens’ overall operations, resources, marketing, finance and strategy. Since opening Paradise Greens’ doors in 2005, Ferer has built a family feeling for company culture and teamwork. Ferer continues to lead the business by offering only United Statesmanufactured products that are made specifically to cope with the harsh Arizona climates and modeling value for the customer. Ferer is actively involved in the community, including supporting several charity organizations in the Valley.
C
D JOE FORTUNA Certified ceramic tile consultant and tile and stone professional // Mexican Tile and Stone Company // mexicantileandstone.com
D
Fortuna, a 35-year resident of Arizona and graduate of ASU, grew up just outside New York City on the New Jersey side of the Hudson River. He is a descendant of Italian immigrant and hand craftsman Rocco Fortuna Sr. Joe, drawing from cultural tradition and knowledge, has continued his family’s handcrafted tradition, now owning and operating Mexican Tile and Stone Co. and the Prados Handcrafted Tile Studios in Phoenix and Tucson. Industry outlook: “Hopefully, the political climate settles next year. It can have its impact on small business. I still expect the remodel business to stay strong and kitchen, bath and outdoor environments lead the way in job bidding opportunities. Clay, porcelain and ceramic tile continue to increase in market share and this is a good thing.”
E KEN GOODRICH CEO // Goettl Air Conditioning & Plumbing // goettl.com D
220 ABL | Nominate at azBIGmedia.com
Goodrich is a seasoned entrepreneurial executive with more than 30 years of experience in acquiring, integrating and developing HVAC, plumbing and contracting businesses. Goodrich started in the HVAC business as a boy, holding the flashlight for his father on late night calls. Today, he is focused on developing high-performance leadership teams with an emphasis on growth, process improvement, customer satisfaction and accountability for performance. Professional advice: “You are amid an evolution in the service space, customers shopping and buying behaviors have changed to demand seamless, efficient service. Success in this business is dependent on aligning your service standards to meet this expectation.”
real estate // ENGINEERS
A RON HILGART Founder and managing principal // HILGARTWILSON // hilgartwilson.com
A
Hilgart enjoys utilizing his 35 years of planning, engineering and construction management experience to add value to client’s projects, as well as to mentor and grow the professional staff at HILGARTWILSON. He is most proud of the growth and development of the firm, from its initial staff of six in 2009 to more than 150 professional team members today. Professional advice: “Following graduation, accept and embrace the reality that your career is a lifelong learning experience. Continue to study, be inquisitive, research and explore alternatives. Remember there is no such thing as a foolish question.” Prized possession: “Our cabin on Coeur d’Alene Lake in Idaho. It is a place that my wife and I, our three children, their spouses, and now our eight grandchildren all enjoy.”
B
B JEFF HOLZMEISTER President // J2 Engineering & Environmental Design // j2design.us Holzmeister graduated from University of Kansas with a bachelor’s degree in Civil engineering and master’s degree in water resources engineering. He moved to Phoenix in 1985 and became a professional engineer in 1989. In 2002, he co-founded J2 Engineering & Environmental Design and has helped to grow the company to more than 40 professional staff. Holzmeister specializes in public works projects including multiple segments of the Phoenix freeway drainage system and downtown revitalizations. Professional advice: “A team approach to each project provides untold advantages so learning how to work as part of a team is vitally important. Have a great work ethic, develop a solid technical foundation, put in the extra hours needed even if it is not compensated and keep up with technology.”
C PAUL HOSKIN Principal and water resources director // Hoskin Ryan // hoskinryan.com
C
D
Hoskin is the founding Principal of Hoskin Ryan. He has spent his career in Arizona and Nevada, and has over 36 years of civil engineering design and production experience, with a major emphasis in water resources engineering. His work includes the development of Area Drainage Master Studies and Plans, Floodplain Delineation Studies and the final design of drainage and flood control facilities. Hoskin has participated in value engineering studies and alternatives analysis for a range of roadway and drainage projects for many public works clients. His background traverses both the field and office, as project engineer, project manager, project principal and engineer of record.
D ROBERT LEMKE JR. Senior project manager, transportation // Stantec // stantec.com With 32 years of experience in the design and management of transportation related projects, Lemke’s expertise includes planning and design of a wide variety of projects, ranging from local streets to rural and urban freeways. He’s worked on everything from planning and environmental studies, to preliminary design, including corridor studies and design concept reports, to final design and post design services using various delivery methods. He acts as a business developer and senior project manager for major transportation infrastructure projects in Arizona and throughout the country. Personal strengths: “Being honest and trustworthy. It helped me get started in the industry and accelerated my upward mobility in my career.”
E
E CHUCK REYNOLDS Senior client development manager // Terracon // terracon.com Reynolds joined Terracon in 2006 as a senior geotechnical project manager primarily focused in heavy infrastructure projects. He assumed his current role as senior client development manager in 2012 with primary responsibilities in the Arizona and New Mexico markets. Reynolds has more than 30 years of experience on a wide variety of projects throughout the western United States. Industry outlook: “My outlook is cautiously optimistic for Arizona. Despite the potential for higher interest rates and some shakiness in security investment markets, population growth and relatively low priced residential and commercial real estate compared to many other major markets will drive more investors to look to Arizona for opportunities.”
Nominate at azBIGmedia.com | ABL 221
real estate // SUBCONTRACTORS
A JESSICA GRANT Executive vice president, CFO and partner // Corbins Electric // corbinselectric.com Grant is one of six owners of Corbins Electric as of January 1, 2019. She has been an integral part of the company’s executive leadership team since its formation in 2014. Since that time, and with her team’s efforts, Corbins Electric has gone through a cultural revolution and now is reaping the rewards with four times the revenue and number of employees that it had in 2012, when she started as the controller. Personal qualities: “Patience, hard work and persistence. I found myself in many ‘sink or swim’ situations through out my career. There were times I was given the reigns far before I was ready, but I was able to stick it out and find a way to be successful no matter how many times I wanted to quit.”
A
B
B SHARON HAMILTON President and owner // Sentinel Fence & Contracting // sentinelfence.com Hamilton is a native Phoenician and an alum of Arizona State University. She started her career in education and eventually advanced to a local school principal. In 2002, Hamilton and her husband (Rick) started Sentinel Fence & Contracting, specializing in high-security installations on prisons, substations, and government facilities across the country. Professional advice: “Success in the construction industry requires persistence and the willingness to continuously learn, as in any industry. There are rigid standards and protocols that must be abided by to ensure quality of work and more importantly, safety. Having assertiveness in performing specific directives with quality and safety standards in mind is absolutely necessary.”
C KELLIE HUSTON Owner and contracts manager // Grounds Control // groundscontrol.com Grounds Control was first established in 1974 under the name of Terrain Systems. Over the next 42 years, the company went through a few ownership and name changes. In 2016, Kellie and Todd Huston, an employee of the company for 28 years, were offered the opportunity to purchase the company. With his purchase came an incredible staff with more than 200 years of construction management experience. Personal strengths: “The team at Grounds Control has not only a strong culture in our industry, but an incredible passion for bringing a blueprint to life. We absolutely understand our role in building the architects’ and clients’ dream landscape. Being consistent with our installs and understanding each project’s demands separate us from most.”
D
D DAVE JONES CEO // Midstate Mechanical // midstatemechanical.com Jones has more than 30 years of experience in the construction industry. He gained hands on training in the piping trade, and was able to turn that knowledge into a business. He founded and has led Midstate Mechanical as its CEO since its inception in 1986, and has successfully expanded Midstate from a small family business to one of the largest mechanical contractors in Arizona. Professional advice: “Understand that success is only possible when a team is working toward the same goal. Building a culture of respect and collaboration will lead to more engaged employees and stronger customer relationships, which allows everyone to feel like they are an important part of what is being accomplished.”
C
E CHERIE KOESTER Principal and founder // Earthworks Environmental // earthworksenv.com Koester founded Earthworks Environmental, an experienced environmental consulting firm that specializes in dust control and storm water pollution prevention. Koester founded Earthworks after serving as director of environmental compliance for a large landscape maintenance and construction company in the Valley. Best decision: “Smartest decision? I haven’t gotten there yet. I feel as though I take educated risks and I trust myself. I make a choice and I stick with it.” Surprising fact: “Forty percent of teen mothers graduate high school; less than two percent finish college before age 30. I made it a life goal to break this trend. I had my daughter at 16, finished high school, received undergraduate and master’s degrees before I was 30. Last fall, I had four children enrolled at ASU.” 222 ABL | Nominate at azBIGmedia.com
E
real estate // SUBCONTRACTORS
A TIM KING President // HACI Mechanical Contractors // hacimechanical.com B
C
HACI Mechanical Contractors has grown during the past 20 years from being primarily a sheet-metal contractor to a full-service mechanical contractor, including sheet metal, piping, plumbing and a service division. During its growth, HACI has always remained focused on quality and integrity. Personal strengths: “I always tried to treat other people the same way I would want to be treated. I have always tried to work with other people that follow that same principle.” Professional advice: “Enter the industry with a strong work ethic and a can-do attitude. Learn from your mistakes and the mistakes of others around you and make sure not to repeat mistakes.” Industry outlook: “Arizona is in the cycle of another construction and growth boom. I believe construction will continue to be very strong into 2020.”
B KIMBERLY LATEN Owner and designer // Color Design Development Group // colordesignllc.com D
E
Laten has more than 20 years’ experience as an accomplished architectural color consultant. She has colorized more than 425,000 multifamily units, 14 million square feet of commercial property and numerous residential communities. Her achievements have been featured on Image Home Improvement TV and has been a regular guest on Extra 910 Image Home Improvement Radio show. Laten started her career in property management, where she was a top-performing leasing consultant at the largest property in Arizona (1,222 units). She learned all about the importance of having a good-looking building, as drive-by traffic is and will always be the largest source of marketing for a property.
C BILL MASON President // IMCOR - Interstate Mechanical Corporation // imcor-az.com An Arizona native, Mason began his career at IMCOR (then known as Karber Air Conditioning) in 1978. During his tenure with IMCOR, Mason held a variety of positions before being promoted to president in 2003. Mason is responsible for day-to-day operations of the company, including sales and marketing, budgeting, estimating and overseeing all department managers and employees. Personal strengths: “I think of myself as resilient, honest, curious and productive. Our business requires honesty, it is non-negotiable. Also, resiliency is a must, helping us to constantly adapt. I find curiosity energizing and uplifting. Lastly, productivity with my time has been essential in working towards my goals, personally and professionally.”
A
D WES MCCLURE President // Wilson Electric Services // wilsonelectric.net Wes McClure is the owner and president of Wilson Electric Services, which includes Wilson Electric and Netsian Technologies Group. He has 40 years experience in the construction industry, starting in the field. He is a board member and past president of the Arizona builders Alliance and a board member and past chairman of the Support Sky Harbor Coalition. Personal strengths: “Perseverance. A lot of what we try to do in life does not go the way we would want or expect. With any goal — from troubleshooting an electrical system to owning your own business — there are a lot of lessons learned from failed attempts. I think having a ‘never give up attitude’ helped me achieve my goals to date and, hopefully, in the future.”
E DAN PUENTE Founder and CEO // DP Electric // dpelectric.com Puente founded D.P. Electric in 1990 out with one truck and worked out of a workshop in a utility room off his garage. Puente has since grown the company exponentially to service major construction projects throughout the state of Arizona. Personal qualities: “Honesty, integrity, strong work ethic and treating everyone with respect — no matter job title or role. In my eyes, everyone is equal — all employees and clients have helped grow DPE to what it is today. I also have extreme tenacity, I never give up.” Industry outlook: “I feel 2020 will be an incredibly positive year. The construction industry as well as the economy are doing well and I do not see a slow down for some time. We will continue to do what we do, grow, empower and support the construction industry and the community.”
224 ABL | Nominate at azBIGmedia.com
COMPANY TRADITION
24/7 SERVICE
TEAMWORK
IN-HOUSE EDUCATION
HACI Mechanical Contractors, Inc 2108 W Shangri-la Road Phoenix, AZ 85029 Phone (602) 944-1555 HACI Mechanical Contractors, Inc License #’s: ROC104397 ROC104169 ROC104170 ROC104171 ROC104172 ROC257478 ROC247905 HACI Service, LLC License #’s: ROC200617 ROC200618 ROC200619 ROC200620 ROC257479
real estate // LAND INVESTORS
A STEVE MCKENDRY Founding partner, executive vice president and designated broker Daum Commercial Real Estate // daumcommercial.com Starting his career with DAUM in 1973, McKendry specializes in industrial property brokerage. He has been instrumental in land sales to local and national industrial park developers. Personal strengths: “In my opinion, relationships are most important in any business, but critical in commercial real estate brokerage. Credibility, tactfulness and consistency are the qualities needed to garner and maintain those relationships.” Professional advice: “Take the time to understand what it takes to be successful in brokerage and to understand your personal motives for getting into the business, make sure they set written goals, keep yourself accountable with setting a high goal of how many new contacts you are going to make each day.”
A
C
B NATE NATHAN President and designated broker // Nathan & Associates nathanandassociatesinc.com Nathan, a Chicago native, graduated from Arizona State University in 1976 and founded Nathan & Associates in December of 1980. Over the past 38 years, the firm has concentrated its efforts on land transactions for master-planned communities, residential, commercial, retail, industrial and multifamily projects in Arizona. Personal strengths: “I’ve always treated situations, issues and opportunities with the utmost urgency. This characteristic makes our customers and clients feel that we are focused on our transactions and properties.” Professional advice: “Embrace rejection. Jimmy Buffett’s line, ‘the hurricane that doesn’t kill you makes you stronger,’ is 100 percent true. Always have a positive attitude and make the real estate industry a game.”
D
E
C CHAZ SMITH Senior vice president // Colliers International // colliers.com Smith specializes in the sale of land, with more than 35 years of commercial real estate experience. As a senior member of the AZ LandSource Team with Colliers, Smith defines the team’s direction, ensures negotiations are finalized and all parties fulfill their obligations and provides a clear line of communication between all parties. Personal strengths: “Determination, creative thinking and perseverance are qualities that have helped me. The sale of land for development is not a sprint but a marathon. You have to begin with a great property location then find the right developer for the site and then persist in getting the site through to the development stage.”
D KULDIP VERMA Founder and CEO // Vermaland // vermaland.com Verma founded Vermaland in 2004. At that time, Verma felt like the City of Phoenix was positioned to grow. He decided to buy land about 10-15 miles away from existing development. Since it was undeveloped land, you could buy it at a lower price and as development reaches those areas, the values go up significantly. Over the years, he has used that strategy to buy and sell land and his company is now one of the largest land owners in the state. Industry outlook: “The next few years will be great for Arizona. We are attracting new jobs, which is key to growth. Phoenix and Buckeye are the fastest-growing cities in the nation. As this growth continues, Metro Phoenix will experience tremendous growth over the years.”
E GREG VOGEL CEO // Land Advisors Organization // landadvisors.com Since founding Land Advisors Organization in 1987, Vogel has applied his unique knowledge in the areas of land use, economics and market trends to become a trusted advisor to a broad spectrum of clients. He has led the expansion of the company into 24 markets across the United States. Personal strengths: “Hard work and persistence while maintaining a positive attitude through all types of market conditions. Having an abundance mentality in a business environment that promotes an attitude of scarcity. Creativity that shifted from an arcane system of tracking land and its related data to the most sophisticated system available.” Prized possession: “The Book Lounge. A place of refuge created by my daughter and I that has become a great gathering place for sharing ideas and knowledge.”
226 ABL | Nominate at azBIGmedia.com
B
real estate // RESIDENTIAL DEVELOPERS A KENNETH ABRAHAMS Chairman and co-founder // NexMetro Communities // nexmetro.com Abrahams has been an owner, principal, investor, and founder of multiple business enterprises over 35 years. As a real estate professional, Abrahams was a founding partner of Diamond Ventures, one of Arizona’s largest real estate firms with over $1.3 billion in assets. He directed real estate portfolio activities for the firm including land acquistion, planning, entitlement and development of a wide range residential, commercial and industrial real estate assets in diverse geographic markets. Through the practical integration of team building and keen implementation skills, he has consistently and successfully executed the project vision and delivered strong financial results. Abrahams is a member of the ULI and other industry organizations committed to real estate industry best practices.
A
B
B BRENT HERRINGTON President and CEO // DMB Development // dmbdevelopment.com Herrington provides strategic leadership for the DMB Development organization and oversees all aspects of the company’s operations. Herrington joined DMB in 1998 and has been actively involved in the visioning, strategy, planning and design of many of DMB’s major projects over the past 20 years. Immediately prior to joining DMB he served as town manager for Celebration, Fla., an innovative 5,000-acre planned community developed in central Florida by the Walt Disney Company. Professional advice: “Be ready to blaze a new trail. The world is in a period of disruptive technological change, so learn what you can from experienced mentors while recognizing their perspectives were forged in a different real estate industry than the one you’ll be dealing with in the future.”
C CRAIG KRUMWIEDE CEO and President // Harvard Investments // harvardinvestments.com As CEO of Harvard Investments, Krumwiede oversees the company’s development and investment activities. He is actively involved in the Arizona real estate and business communities including numerous leadership positions with Urban Land Institute and Arizona State University’s W.P. Carey College of Business and Master’s of Real Estate Development programs. He also is a founding partner of Social Venture Partners. Personal strengths: “I would have to say that being curious and a having a positive outlook have had a big impact in my career. I also enjoy solving problems.” Professional advice: “Be honest, work hard and save some time for yourself. Do some community service and get involved in industry organizations.”
C
D WILLIAM OLSON Senior vice president and division manager Newland Communities // newlandcommunities.com
D
E
Olson has more than 35 years of diverse real estate industry experience, spanning most disciplines in commercial and residential development and management. He is a former board member of the Fighter Country Partnership, current board member of WESTMARC and a member of NAIOP, Valley Partnership, ULI, IREM and ICSC. Personal strengths: “Persistence, determination, common sense and humility. These traits, and the wonderful mentors that have guided me along the way, have afforded me the opportunity to continuously learn and grow over the years.” Professional advice: “The sage advice my father gave me – identify a career where you will be exposed to a broad spectrum of business experience and work as hard as you can to try and learn every facet of that business.”
E SEAN WALTERS President and chief operating officer Sunbelt Holdings // sunbeltholdings.com Walters joined Sunbelt Holdings in 1998, became Chief Operating Officer in 2009, and was named president in 2019. Walters’ expertise spans the gamut of development operations: due diligence, acquisition, finance, entitlement, engineering, sales and construction. Under Walters’ leadership, Sunbelt has maintained a strong position at the forefront of master planned community development in Phoenix, while expanding the Tucson residential and Goodyear industrial markets. Sean served in the US Navy Civil Engineer Corps/Seabees from 1991-1995, earning the rank of lieutenant. He also worked as a land development manager for Del Webb in Surprise, Arizona from 1996 -1998.
228 ABL | Nominate at azBIGmedia.com
Valley Partnership: Your Premier Advocacy Group Valley Partnership advocates for public policies that advance the interests of the commercial, industrial and master planned real estate development industries. Our goal? To build a legacy for the future of development through educational events, leadership development programs, stakeholder engagement, and community action. We hope you’ll join us.
real estate // HOME BUILDERS
A DOUG FULTON CEO // Fulton Homes // fultonhomes.com Fulton was named CEO in August 2007 and leads Arizona’s largest family owned and operated homebuilder. Fulton Homes primarily builds mid-priced to high-end homes and has built more than 60 communities in the Phoenix area, most of which are located in the East Valley. The largest community built by Fulton is Fulton Ranch in Chandler, which is still being expanded. Fulton Homes has contributed more than $300 million to Arizona’s schools, communities and children. Professional advice: “I hire people that I don’t have to go around wiping their nose. I make it very clear to everyone that this is where we’re going, get them to buy into it, to understand it and treat them with respect.”
A
B
B MARK HANCOCK Managing director // Camelot Homes // camelothomes.com Hancock is the builder of thousands of luxury homes in many of the Valley’s premier masterplanned communities over the last 40-plus years. He is the past director of the Homebuilders Association of Central Arizona. He is also the recipient of dozens of local and national design and marketing awards. Personal strengths: “A passion for great architecture has been a driving force in my career. We’ve dedicated ourselves to building timeless communities that will hopefully stand the test of time.” Professional advice: “My advice would be to surround yourself with highly talented people who love doing what they’re doing as much as you do. My company isn’t successful because of me, it’s our team members and trade partners that make us who we are.”
C REBECCA LUNDBERG Division president of Arizona operations // PulteGroup // pultegroupinc.com Lundberg, who most recently served as vice president of operations for the Atlanta-based company’s Northern California division, oversees all aspects of the division’s day-to-day homebuilding operations in the Metro Phoenix and Tucson areas. Before being named to the California-based vice president of operations job in 2015, Lundberg was vice president of sales for PulteGroup’s Arizona division. Lundberg has been moving up the PulteGroup ladder since starting as a sales consultant in Tucson in 2005 after graduating from University of Arizona. The company has 240 employees in Arizona. Industry outlook: “We’ve been really pleased with the success that we’ve seen across the Phoenix area as well as into Tucson. My goal is to grow at or slightly higher than market growth rates we’re seeing.”
C
D DON MURPHY Division president // Shea Homes // sheahomes.com Murphy has been the Shea Homes Arizona division president since 2015, but joined Shea Homes’ Active Adult division in 2002. He has held various positions in land acquisition, operations and vice president. Personal qualities: “A combination of ‘grit’ and sense of urgency to get things done. In our industry, there are obstacles to getting a deal done or a project out of the ground so you can’t get too high or too low. Success in our business is time sensitive; you need to hit deadlines to meet financial return metrics, the market window, and, most importantly, customers’ expectations.” Prized possession: “A 1991 Porsche 964. The car isn’t the most valuable, but it is a pure driving experience with the perfect mix of performance and old-school feel.”
D
E SHERYL PALMER Chairman and CEO // Taylor Morrison Home Corporation // taylormorrison.com Palmer was appointed CEO of Taylor Morrison in 2007. Her resilience and resolve helped the company not only weather a global economic recession and housing market crash, but emerge from it on a robust growth trajectory. Palmer has presided over a series of major transformations, including four acquisitions — and one recent definitive merger agreement to acquire AV Homes — the sale of a Canadian operation, and the doubling of markets in the company’s portfolio. She led the company to its IPO in 2013 and then to becoming fully floated earlier this year, standing today as the nation’s sixth-largest public homebuilder. Personal strengths: “I like to think of myself as a humble and fervent leader who has been lucky enough to call Taylor Morrison my ‘home away from home’ for more than 12 years.”
230 ABL | Nominate at azBIGmedia.com
E
From Hindsight
15th Annual
FEBRUARY 26, 2020 WEDNESDAY | 7:00am - 4:00pm RECEPTION TO FOLLOW
REGISTER TODAY!
to Insight
Join ULI Arizona Photo b y: Down town P hoenix for the 15th Annual Real Inc. Estate Trends Day Conference! Trends Day is a one-day deep dive bringing together 25+ top industry experts to discuss the most current state and national real estate trends with a focus on what to expect in the future, where the best opportunities can be found, and how these components affect both public and private sector partners. Each year, this must-see conference draws 1000+ attendees from Arizona and across the country.
Economist: Ali Wolf
Keynote: Platon
Director, Economic Research, Meyers Research, a Kennedy Wilson Company
Internationally Acclaimed Photographer, Arts and Culture Board Member, World Economic Forum (DAVOS)
arizona.uli.org/events
Credits
Availab
le: 6 AZ
DRE / 6
AIA / 6
AICP
TITLE SPONSOR:
Interested in Sponsoring? Contact: arizona@uli.org
real estate // CUSTOM HOME BUILDERS
A DANIEL BOYLAN President // DLB Custom Homes // dlbhomes.com A
B
Since 1998, DLB Custom Homes has been building extraordinary homes in various golf, luxury and lifestyle communities throughout Arizona. Professional advice: “The best advice I would give someone entering our industry would be to stay humble. There will be highs and lows, and it’s how you manage them that will define your success. Consciously surround yourself with good people, people that are happy and positive. Do not get complacent in your quest to be the best.” Industry outlook: “Our industry often echoes the current economy and geopolitical climate. Our clients are strong, successful, sophisticated, and savvy individuals that make buying decisions when these factors are favorably aligned. With a backlog of projects through 2021, we are optimistic that 2020 will be another great year.”
B MATTHEW CODY President // Cachet Homes // cachethomes.net C
E
D
Cody has been active in the real estate industry during the last 35 years, with extensive experience in the Phoenix metropolitan area. He is a graduate of the University of Wisconsin/Madison with a master’s degree from the real estate program. He formed Cachet Homes in the early 1990s and has been committed to developing neighborhoods that serve their residents and the surrounding areas as a whole. Professional advice: “The current era of technology seems to emphasize immediacy and urgency. However, when developing an overall business strategy or personal career, I think it is wise to adopt a long-term and patient mindset, carefully evaluating and reevaluating along the way.”
C LINDSAY CULLUM-COLWELL Managing principal // Cullum Homes // cullumhomes.com Cullum-Colwell oversees design operations and works with the team of 60 design and construction professionals to ensure that Cullum Homes is always providing the finest homebuilding experience through a carefully coordinated process that allows for continuous engagement and collaboration from start to finish. Personal strengths: “Persistence and a love of life-long learning. I am always looking at our process objectively, determining tweaks that could make it a better experience for our clients, our team, and our trades. And growing up in the industry was definitely a big help!” Industry outlook: “The residential construction industry will grow at a steady pace in 2020. Thanks to a shortage of skilled labor in a majority of the construction trades, the market is not being overbuilt.”
D DAVID KITNICK Founder and president // Rosewood Homes // rosewoodhomes.com Kitnick is a 33-year homebuilding veteran, having earned local and national recognition while starting the Arizona Division of Greystone Homes in the early 1990s, then Ashton Woods in 2001 before founding Rosewood Homes. Kitnick led all three start-ups to “Builder of the Year” or “Small Volume Builder of the Year” honors at the homebuilding industry’s MAME Awards, including earning “Small Volume Builder of the Year” for the past three consecutive years. Personal strengths: “I was fortunate to find an industry that I truly loved. That made it easy to work long hours (and weekends) and to volunteer for new assignments and new geographies. I was also very curious, which led me to become a voracious reader and consumer of information.”
E TOM LABLONDE President // LaBlonde Homes // lablonde.com Growing up in the homebuilding industry, LaBlonde would spend weekends during high school learning the trade. After graduating from the University of Minnesota, managed the construction of condominiums, duplexes and homes in Northern Wisconsin. He started his own company in 1987 and has survived every downturn and the Great Recession to stay successful through it all. Personal strengths: “Consistency. In life, consistency is the most important quality. Day in and day out, you must follow a plan with unwavering consistency. You don’t need to be a superstar to be successful — just put your nose to the grindstone and go.” Professional advice: “Know your target market. If everyone wants steak, don’t try to give them pork. Designing and building homes that meet your target market will result in success.”
232 ABL | Nominate at azBIGmedia.com
real estate // MULTIFAMILY DEVELOPERS A DUSTIN SLACK Vice president of real estate development // The Opus Group // opus-group.com As vice president of real estate development, Slack is responsible for sourcing and overseeing development opportunities in the Phoenix and greater Southwestern U.S. market. Slack has more than 20 years of experience in real estate development and architecture. He has developed more than 5,000 multifamily units, beginning in the late 1990s as multifamily development firms started to focus on investment-grade, institutional-quality residential projects in growth markets. Personal strengths: “I started my career as an architect, which strengthened my personal qualities of problem solving, project management and dealing with challenges in real time. I’ve transitioned into a commercial real estate developer over time, where these qualities are crucial to personal and project level success.”
A
C
B MIKE TARVER Partner and managing member // MT Builders, LLC // mtbuilders.com Tarver obtained his education in the construction engineering College at ASU. He has worked in the Arizona construction industry for about 50 years. The last 25 years have been spent developing MT Builders into a company with annual volume of $230 million. Personal strengths: “Desire to excel, determination, passion for my industry, concern for the welfare of my team and clients. If you have desire, and serve those around you well, the rest of the business will take care of itself.” Industry outlook: “Our company is very fortunate to have a great backlog of business for 2020 and beyond. We have an incredible base of clients who are continuing to develop new projects that require our services for construction.”
C DANIEL TILTON Principal // Tilton Development Company // tiltondevelopment.com Tilton has more than 30 years of experience developing and constructing multifamily housing, large-scale mixed-use office, and other commercial projects. His experience includes vital roles with some of the region’s most respected development companies. Tilton’s work history includes substantial project engineering and management roles on several large commercial mixed-use projects with Del E. Webb Corporation in Phoenix, Arizona and Denver, Colorado, and commercial real estate development expertise on mixed-use developments with The Symington Company in Phoenix. Tilton acquired significant multifamily development expertise while working with Evans Withycombe Residential. Trammell Crow Residential and Gray Development Group before founding Tilton Development Company in 2009.
B
D BRUCE WARD Chairman and CEO // Alliance Residential Company // allresco.com
D
E
Ward oversees acquisition, development and property management efforts. Alliance Residential has been one of the top leading apartment builders in the United States for the each of the last ten years. Ward and the key executive group have acquired or developed 120,000 apartment homes across the country. He is the former group managing partner of Trammell Crow Residential-West, responsible for all operating businesses in the western U.S. Professional advice: “Structure your business to hold assets for the long term. Compounding cash flows over time create significantly more value.” Industry outlook: “This year, the West Coast markets all seem particularly vibrant and we expect that to continue into 2020 with most of the U.S. markets being in good shape, with strong fundamentals.”
E MICHAEL WAREING President // Decca Builders // deccabuilders.com Wareing oversees all management and financial functions including estimating, purchasing, accounting, and field operations for Decca Builders. He is responsible for all client contract negotiations; oversees the solicitation and attainment of new construction projects; prepares and/or reviews cost estimates and bids; and negotiates and/or reviews subcontracts, change orders and purchase orders. He conducts on-site inspections of all projects under construction and holds regular meetings with staff to monitor schedules and ensure construction quality. Decca is a group of independently operated, family owned, general contracting corporations which have successfully completed more than 175 contracts totaling more than $440 million.
234 ABL | Nominate at azBIGmedia.com
BUILT-IN COMPETITIVE ADVANTAGE Building for today’s most successful businesses CBRE Workplace360 | Phoenix, AZ
LaytonConstruction.com
real estate // REAL ESTATE COMPANIES A BRIAN BAIR Founder and CEO // Offerpad // offerpad.com Bair is one of the most successful residential real estate agents in the United States. He’s spent the last decade helping solve his clients’ problems by providing a concierge approach to real estate. In 2017, Bair was awarded the Most Innovative Real Estate Agent of the Year award by Inman, and the Wall Street Journal named him the second highest-performing real estate agent in 2014 and 2017. He was credited for selling the most existing homes in the country since 2010. Professional advice: “For me, even prior to Offerpad, working in real estate was always about solving consumers’ needs. It’s about recognizing the pain points and coming up with solutions for everyone. That’s what Offerpad is based on, and that’s what is driving us forward.”
A
B CLINT FOUTS CEO and president // West USA Realty // westusa.com
C
During Fouts’ tenure, the company has achieved remarkable growth, doubling production and expanding its agent base. These accomplishments led to the company being recognized in the Top 15 most productive brokerages in the nation. West USA Realty is also recognized as the one of the nation’s top privately held brokerages. Personal strengths: “As a child, I accompanied my father on numerous real estate sales appointments, company business meetings, negotiations and participated as an employee and manager from an early age. This knowledge has allowed me to assemble an incredible team who share the passion and vision to provide state-of-the-art technology and unparalleled customer service to our agents. This translates into a better-prepared and higher-caliber practitioner to service the consumer.”
C DEBBIE JARSON Designated broker, owner, architecture specialist azarchitecture/Jarson & Jarson Real Estate // azarchitecture.com Jarson offers a design and fashion background, having attended Miami of Ohio University and the Toby Coburn School of Design in New York City. Jarson has been a full-time Realtor since 1984. Together with her husband, Scott, they have specialized in what they describe as “Architecturally Unique Homes” since 1990. Personal strengths: “I love spending time with people and helping them accomplish their goals, whether it be finding the right house or becoming a top notch agent.” Industry outlook: “2020 is going to be the year where our industry will be forced to focus on the high-touch personal side of our business. We are in a strongly transitioning market, where our clients are increasingly going to need personal attention, expertise and experience to make the most what we think will be a boom in Arizona.”
B
D BRIAN NORTH CEO and founder // North&Co. // northandco.com North is the visionary at North&Co., and has grown the company to more than 175 licensed professionals who will serve over 1,500 buyers and sellers in the Greater Phoenix area in 2019 alone. North’s strategies are tested and proven through his sustained success as an investor, an individual agent, a team-lead and as the founder of one of the most culture-driven and most productive brokerage firms in Arizona. Personal strengths: “Critical thinking, emotional intelligence, social intelligence, creativity and hard work are the qualities that serve me best. Our client’s real estate experience is often extremely emotional, while navigating a lot of moving parts with unforeseen challenges. It requires the above personal qualities to effectively execute the best outcome for our clients every time.”
D
E MATT WIDDOWS CEO and founder // HomeSmart International // homesmart.com Widdows founded HomeSmart International in 2000 as a technology-forward real estate brokerage in Arizona. HomeSmart was created on the principle of providing the highest value in the industry with amazing customer service, at a low cost to agents and is driven by proprietary technology. Over the next 19 years, he grew the brokerage from two agents to more than 16,500 in 28 states. Today, HomeSmart International is among the largest real estate companies in the nation and is the largest in Arizona. Personal strengths: “Tenacity and integrity. I never stop driving and that’s really what it takes to keep the ball moving forward. Integrity is everything in business and personal life. Your reputation follows you everywhere you go and this world is much smaller than we sometimes realize.” 236 ABL | Nominate at azBIGmedia.com
E
real estate // SERVICES
A JIM BELFIORE Founder and president // Belfiore Real Estate Consulting // belfioreconsulting.com A
B
Jim has more than 20 years of experience in real estate research and analysis. During the last 14 years, his team and he have helped Arizona developers, homebuilders, lenders, investors and brokers understand buyers, macro and micro-level supply and demand conditions and potential outcomes of community development and building strategies. Personal strengths: “Although it may seem counter-intuitive, the Great Recession greatly helped our business and my career. The severity of the economic crisis forced us to work harder, to innovate and to become immersed in the industry. It was a scary time for my family and I. Our hard work, though, paid off, and we came out of the recession as a respected, leading Arizona research firm.”
B JEFF FLEETHAM Director // Arizona Registrar of Contractors // roc.az.gov
C
D
E
Gov. Doug Ducey appointed Fleetham as director of Arizona Registrar of Contractors (ROC) in 2015. Prior to his appointment, he owned 12-88 LLC, a residential project consulting and dispute resolution company, licensed as a B-3 General Residential Remodeling Contractor. His background includes construction, consumer products, consulting and dispute resolution in both public and private sector industries. Fleetham was an investigator with Arizona Registrar of Contractors from Jan. 2007 to Sept. 2013. He serves on several councils and boards and in mid-2015, the National Association of State Contractors Licensing Agencies’ (NASCLA) Executive Committee appointed him to their Board of Directors.
C K. MICHELLE LIND CEO // Arizona Association of Realtors // aaronline.com Lind oversees the strategic direction and operations of the largest trade association in Arizona. Prior to becoming CEO, Lind served as general counsel to the association and was integral in the development of AAR’s contract and transaction forms. She is the author of “Arizona Real Estate: A Professional’s Guide to Law & Practice,” now in its third edition. Personal strengths: “I try to be proactive, rather than reactive. Being proactive has helped my career by addressing problems before they occur and helps me to ‘stay ahead of the curve’ in an ever-changing industry.” Professional advice: “Understand the unique dynamics of working in a volunteer-driven organization. Listen more than you talk and keep your mind open to new ideas.”
D ELLIOTT POLLACK CEO // Elliott D. Pollack & Company // arizonaeconomy.com Pollack is CEO of Elliott D. Pollack & Company, an economic and real estate consulting firm in Scottsdale, Arizona established in 1987. The company is widely known for accurate and insightful analyses of national and Arizona economic and policy issues. His firm consults to a broad spectrum of clients. Personal qualities: “Honesty. Tenacity. Common sense. Continual learning. Humor. These qualities allowed me to explain seemingly complex issues in a way that can be understood by most people. Plus, even after almost 50 years, I love what I do. I also never stopped trying to learn.” Professional advice: “It’s all about credibility. Be as honest as you can be about what you know and what you don’t know.”
E ROSIE ROMERO JR. President and founder // Rosie on the House // rosieonthehouse.com Romero has worked in the remodeling industry in a variety of trades beginning in 1972. He opened Legacy Custom Builders in 1988 and sold the company in 2002. This year, Rosie celebrates 30 years as host of Rosie on the House, the No. 1 weekend radio broadcast and referral network in Arizona. Personal strengths: “I have never been happy with ‘ pretty good’ or ‘good enough.’ If a project has our name on it, the benchmark is perfection in all areas — perfection in processes, procedures and of course the fit and finish.” Industry outlook: “There will be a continued increasing demand for skilled labor that will be hard to meet. The upward pressure on wages, fueled by tremendous shortages of skilled trade people will bring the economic wave that should bring fresh young talent into the building science field.”
238 ABL | Nominate at azBIGmedia.com
YO U R L OC AL F INANC ING EXPERT S Jim Pierson
Keaton Merrell
MANAGING DIRECTOR
MANAGING DIRECTOR
Capital Markets
Capital Markets
602.926.7426
602.926.7429
jpierson@walkerdunlop.com
kmerrell@walkerdunlop.com
Tom Sigrist
Brad Burns
SENIOR VICE PRESIDENT
SENIOR VICE PRESIDENT
Real Estate Finance
Real Estate Finance
602.812.4450
602.812.4451
tsigrist@walkerdunlop.com
bburns@walkerdunlop.com
Shannon Hersker
Chris Gitibin
VICE PRESIDENT
VICE PRESIDENT
Capital Markets
Capital Markets
602.522.0063
602.522.0065
shersker@walkerdunlop.com
cgitibin@walkerdunlop.com
Walker & Dunlop is one of the largest commercial real estate finance companies in the United States providing financing and investment sales to owners of multifamily and commercial properties. Our comprehensive suite of financing solutions allows us to originate loans for our own balance sheet and investment partnerships, or for sale to Fannie Mae, Freddie Mac, HUD, life insurance companies, banks and CMBS providers. In a field crowded with individuals, Walker & Dunlop offers a team approach to commercial real estate financing. The Phoenix office has a team of nine professionals, including dedicated analysts and closers to ensure the client’s needs are met with expertise in a timely manner.
FANNIE MAE | FREDDIE MAC | HUD | LIFE COMPANIES INVESTMENT SALES | BANKS | BRIDGE | STRUCTURED FINANCE To fund your vision, visit WalkerDunlop.com CA Finance Lenders License #603H310 / CA BRE Broker #01982999
real estate // TITLE & INSURANCE
A LAURA AMADA President and county manager // Chicago Title Agency // ctic.com
A
Amada has worked with Chicago Title Agency for more than 14 years. Chicago Title has more than 165 years of underwriting experience. Its centralized team of industry experts provides commercial and industrial developers, builders, lenders, attorneys and other real estate professionals with reliable, integrated, high-liability services nationwide. Company strengths: “We know that commercial, industrial and builder major accounts require speed, accuracy and confidentiality. We have built a reputation for efficiency in processing the most complex real estate transactions.”
B BRUCE BEVERLY CEO // Great American Title Agency // azgat.com
B
Beverly began his financial career in the lending industry and transitioned into the escrow industry in 2004 when he joined Great American as its CEO. Great American had three branches at the time, but now has offices Valleywide and has been ranked the No. 1 Title Company in Arizona since 2009 — no small accomplishment for a locally owned and operated title company. Personal strengths: “A passion to learn and a passion to make a difference. Any success that I enjoy today is derived from the people that I met and the experiences that I had. Those experiences helped me grow and enhance my worth. In sharing that worth with others you give back and make a difference. Making a positive difference in the lives of others has made me more successful in my industry, my career and my personal life.”
C KEITH NEWLON President // Pioneer Title Agency // pioneertitleagency.com After his father found success in the title industry, Newlon used the help of his parents to found Pioneer Title Agency in 1985. His basic mission was to provide exceptional service to Arizona’s smaller communities or secondary markets throughout the West Valley and beyond. Today, it has grown from just Newlon and a handful of employees into a more than 350-member team. Source of pride: “We’ve been able to be a big part of our people’s journeys from entry-level jobs that – through mentoring – turned into leadership positions. Having them find success on their own path is so much better than being a big Wall Street company focused on quarterly earnings reports and investors.”
C
D
D BART PATTERSON CEO // Clear Title Agency of Arizona // cleartitleaz.com Patterson graduated from the University of Arizona in 1995 and joined Leading Edge Technologies, an engineering firm focused upon GPS applications. In 2006, Patterson founded Clear Title Agency, a full-service title and escrow agency which has experienced an annualized growth rate of 129 percent. Personal strengths: “No question: my willingness to take risk coupled with a very strong work ethic that was instilled in me by my parents and grandparents. And, the self-confidence in knowing that if I worked hard enough, I would eventually figure out a way to be successful.” Professional advice: “What’s old is new again. Stay focused on the basics of building relationships with people. With all the disruption surrounding new technologies, I think it is easy to forget what matters most: People.”
E MICHELLE SCHWARTZ Senior vice president - county manager // Old Republic Title // ortc.com Schwartz built her career from the ground up, beginning as a receptionist, and credits her mentors for fostering her servant-leader mentality. “My objective as a leader is to help others achieve their full potential,” Schwartz says. Professional advice: “The title insurance industry is a goldmine. If you enjoy serving people, like working with numbers, love both working/playing hard on the job, and want to create a career that allows you to create a life of abundance for yourself and your family, this is a place you can create all the above.” Industry outlook: “2020 will bring rapid changes in how real estate closings are transacted. I see it becoming faster paced due to the e-closing and remote notary processes that are on the immediate horizon.”
240 ABL | Nominate at azBIGmedia.com
E
real estate // TUCSON
A IAN MCDOWELL Vice president, Tucson regional director // Sundt Construction // sundt.com McDowell started with Sundt Construction in 1995 and has been involved in projects ranging in value from $100,000 to more than $300 million. He has served in leadership roles for the Arizona Builders Alliance, American Subcontractors Association and the Associated General Contractors. He currently serves as a board member for Tucson Metro Chamber of Commerce, Arizona Bowl, Sun Corridor, Southern Arizona Leadership Council and January 8th Foundation. Personal strengths: “Early in my career, the skills that helped me was the willingness to take on difficult challenges and projects. Overcoming challenges will lead you to roles that have greater responsibility. In my latter career, empathy has been valuable. You need to show empathy for everyone around you.”
A
B
B LINDA MORALES CEO // The Planning Center // azplanningcenter.com Morales is the owner and CEO of The Planning Center, a planning and landscape architecture firm with offices in Tucson and Mesa. She has a master’s in planning from the University of Arizona and has been a consultant for 24 years. Her experience includes working with governments, builders, developers and property owners on land planning and development projects ranging from infill projects to large-scale master-planned communities. Personal strengths: “I have a natural ability to connect, empathize and collaborate with a wide variety of people. I bring people together to get things done, from working through a contentious project with angry neighbors to advocating for sound public policy and decision making at the local, state and national levels.”
C BARBI REUTER President // Cushman & Wakefield | PICOR // picor.com
Reuter leads Cushman & Wakefield | PICOR, Tucson’s employee-owned, market-leading full service commercial real estate firm. After founding the property management division and leading company operations, she was named president in 2017. She has a passion for making a difference in both the community and CRE industry and she frequently speaks and publishes. Personal qualities: “Authenticity, performance and integrity, which all contribute to building trusting relationships. We’re in a relationship business, and when your word is gold, good things happen.” Professional advice: “Be a ‘go giver’ and a difference maker - it comes back threefold. Take risks and fail fast. For women especially, if you don’t ask, you don’t get. Your character is defined by how you behave without witnesses.”
C
D RANDY ROGERS CEO // Tucson Association of Realtors // tucsonrealtors.org Rogers leads the largest trade association in Southern Arizona, serving as the voice of the real estate industry. Members work in the sale, lease, appraisal and development of residential and commercial properties as well as the mortgage and lending industry. As the CEO, Rogers works with leaders from three boards of directors — Tucson Association of Realtors, Multiple Listing Service of Southern Arizona and Tucson Realtors Charitable Foundation — as well as community partners and more than 5,100 real estate members. Industry outlook: “The changing dynamic of the real estate industry is exciting, and the way the members engage with clients is rapidly evolving. This creates an atmosphere that is perfect to blend the proven practices with new ways of operating.”
D
E MATT SIEGEL Managing director // CBRE // cbre.us Siegel comes to CBRE from the Texas Rangers professional baseball organization. Prior to that, Siegel coached baseball at the University of Nevada, Las Vegas, Texas Christian University and the University of Arizona. Siegel began his professional career with NAI Robert Lynn in Dallas in 2006, representing tenants and property owners in the leasing of industrial and flex space. Personal strengths: “I am a coach at heart and have always enjoyed being part of a team. Whether in business or athletics, I have a passion for helping people develop their skillsets and accomplish their goals. Putting others first is the key to self-satisfaction and the success of an organization.” Prized possession: “My 2012 University of Arizona NCAA Baseball National Championship ring.”
242 ABL | Nominate at azBIGmedia.com
E
Display Solutions Group provides customized brand enhancement through the design and turnkey product management of business identity items such as signs and graphics. Offerings include large format printing for commercial and corporate interiors and illuminated exterior signage. We serve the Phoenix Metro area and surrounding cities as well as Tucson.
DESIGN . MANUFACTURE . INSTALLATION INTERIOR . EXTERIOR . GRAPHICS . SIGNAGE PROUDLY SERVING: COMMERCIAL REAL ESTATE LEASING COMMERCIAL PROPERTY MANAGEMENT | DISCERNING ENTREPRENEURS
DISPLAYSOLUTIONSGROUP.BIZ . (480) 782-1951 150 WEST ELLIOT ROAD #2 - CHANDLER, AZ 85225
manufacturing & technology // INDUSTRY OUTLOOK
SKY’S THE LIMIT Record optimism seen among manufacturing industry in Arizona By EMILY RICHARDSON
T
he manufacturing industry is seeing a record run of optimism, according to the National Association of Manufacturers (NAM). In its Manufacturers’ Outlook Survey, NAM found that 89.5 percent of manufacturers feel positive about their own company’s outlook in 2019, significantly higher than the 68.9 percent average in 2015 and 2016. “Manufacturing in the United States is on the rise, and manufacturers are confident about the future,” NAM President and CEO Jay Timmons said. “Empowered by tax reform and regulatory certainty, manufacturers are investing in our
244 ABL | Nominate at azBIGmedia.com
MANUFACTURING TAKES OFF: Raytheon Company, one of Arizona’s top manufacturing employers, is developing a new medium-range, airlaunched weapon called the Peregrine missile that is half the size and cost of today’s air-to-air missiles, yet delivers greater range and effect. (Photo courtesy of Raytheon)
communities and in our people.”
According to the survey, sales and production are expected to see a 4.4 percent growth over the next 12 months while full-time employment, employee wages, capital investments, and product prices are expected to increase by more than two percent.
ARIZONA OUTLOOK The optimism is being felt “even more so” in Arizona said Dawn Grove, chairwoman of the Arizona Manufacturers Council and the Workforce Arizona Council. “Arizona’s manufacturers have even more reason for optimism because Governor [Doug] Ducey and the Arizona legislature have created a positive climate for manufacturing growth and welcomed new manufacturers with open arms. They’ve understood the exponential growth manufacturing brings,” Grove added. “To keep up this momentum, we have to get serious about infrastructure investment and attracting, recruiting and training our people for the high-tech, high-paying modern manufacturing jobs of today and tomorrow,” Timmons said. While manufacturers have increased optimism, their concern regarding the nation’s “crumbling infrastructure” is also rising. Earlier this year, NAM re-released its Building To Win proposal blueprinting how to revitalize infrastructure such as roads, bridges, rails, airports, ports and waterways. “Every year, America is falling further behind on infrastructure. Today, infrastructure investment is only onethird of what it was in 1960 and without action…we will lose 5.8 million jobs by 2040,” Timmons said. “’Building to Win’ Nominate at azBIGmedia.com | ABL 245
manufacturing & technology // INDUSTRY OUTLOOK
is our proposal to really supercharge investment in infrastructure.” TALENT TROUBLES Manufacturers also listed the inability to attract and retain a quality workforce as a top business concern, with the workforce shortage forcing more than one in four manufacturers to turn down new business opportunities. “Manufacturers are growing so rapidly, they are necessarily reaching out to new populations — hiring returning citizens, those with disabilities and many who have been out of the workforce for years,” Grove said. “Modern manufacturers are implementing advanced technologies, automation and robotics to improve quality, bolster safety and better compete globally, such that American manufacturing workers are becoming better skilled, more productive and receiving higher wages than ever before.” Governor Doug Ducey (R-AZ) is working to address the attraction and retention concern by putting $10 million towards Career and Technical Education (CTE) in his fiscal year 2020 budget. MANUFACTURING JOB GROWTH The Phoenix area closed out 2018 as the city with the second-highest job growth of the year and continues to ride that ship into the new year. Last year, employment grew 4.2 percent from Dec. 2017-Nov. 2018, according to CBRE research and U.S. Bureau of Labor Statistics, adding 86,800 new jobs during that time period. From tech jobs to bio and finance-related jobs, Phoenix has continued to carve out a corner for itself as a worker’s market. The manufacturing sector is emerging in the Phoenix area as an economic driver. According to analysis from Kempler Industries, the greater Phoenix region landed in the top 50 areas of the country’s mid-major to major markets 246 ABL | Nominate at azBIGmedia.com
for manufacturing job growth, coming in at No. 46. Kempler, an Illinois-based provider of heavy machinery, used data on 236 cities from the U.S. Bureau of Labor Statistics and the Census Bureau to examine the growth and change in job trends. The analysis included grading cities on the total number of manufacturing jobs, year-over-year job growth, median income in manufacturing, and housing affordability for each market. “Last year alone, Arizona added 6,600 manufacturing jobs, and I understand the bulk of the growth occurred in the Greater Phoenix area,” said Grove. “We’ve seen growth in aerospace & defense, advanced technologies, electronics, optics, even food manufacturing. PING grew, adding several dozen jobs here as well.” In recent years, Phoenix has seen the biggest jump for small-business wage growth among the major metropolitan cities in the country, according to Paychex-HIS Markit—another example of a workerfriendly environment. When it comes to manufacturing jobs, the area boasts 3,222 jobs per 100,000 people for a total of 135,100 jobs. Job opening growth in the industry grew 5.4 percent from 20172018, according to Kempler, mirroring
the expected growth of 3.4 percent in the industry over the next two years. ATTRACTION TO PHOENIX “Manufacturers are like magnets that attract suppliers and service-providers all around them, so the more manufacturers come to Phoenix, the more exponential the growth,” added Grove. Last year, the American component of London-based research company PwC put out its results of countries and states that were surging in aerospace and defense industry manufacturing sectors. Arizona landed at No. 4 in the United States due to its 1,200 aerospace and defense supplychain enterprises in operation, which has opened the door to more than 55,000 jobs. “The National Association of Manufacturers reports that manufacturers’ optimism for the future is at an all-time high nationwide, and Phoenix has reason for even more optimism, given the growth of manufacturing locally,” Grove said. Author Emily Richardson is a multimedia journalist at Chamber Business News. Nick Esquer of Chamber Business News contributed to this story.
LEADING THE WAY
Arizona’s aerospace and defense industry has a long and storied history with names like Boeing, General Dynamics, and Raytheon all pumping life into the economy through giant contracts and huge hiring sprees. Last year, Arizona was noted as a top player in the industry’s manufacturing sector, ranking 4th in the United States according to PricewaterhouseCoopers, due to its ideal climate for aircraft testing and space observation, great transportation infrastructure, and business-friendly tax policy. And Arizona’s dominance is continuing. In Tucson, missile defense company Raytheon recently received a $3 billion order from the U.S. State Department to provide Japan with advanced missile interceptors. The proposed sale package includes up to 73 Standard Missile-3 Block IIA interceptors, support services, logistics, and transportation kits.
technology & manufacturing // ENERGY
A ROBERT “BOB” BURNS Commissioner // Arizona Corporation Commission // azcc.gov Burns was first elected to the ACC in 2012, having previously served 12 years in the Arizona House of Representatives and eight years in the Arizona Senate. Personal strengths: “Patience, persistence and my word is my bond. With going on 30 years of public service in the arena of making public policy, I am agonizingly aware of how slow this process can sometimes be and how important it is to hear and take the advice of others.” Industry outlook: “Policy setting in the arena of power generation is experiencing some of the most exciting opportunities not seen for almost a century. Advances in technology promise tremendous benefits to the users of energy as well as the producers of energy. And on the flip side is the physical and cyber threats to consider and combat.”
A
B MICHELLE DE BLASI Director and attorney // Fennemore Craig // fclaw.com C
D
De Blasi is a prominent environmental attorney in the Natural Resources, Energy and Environmental Law group of Fennemore Craig. Her in-depth expertise encompasses a wide range of environmental and energy law areas, with an emphasis on natural resources matters, including traditional and renewable energy project development, environmental permitting and compliance and greenhouse gas emissions. De Blasi is also executive director of the Arizona Energy Consortium. Personal strengths: “My strong work ethic and eagerness to learn were critical to my success. In the ever-changing landscape of environmental law, it’s a rigorous path to acquire expertise in the areas in which I practice, and to successfully use that expertise to effect strategies to help my clients’ businesses thrive.”
C JEFFREY GULDNER Chairman, president and CEO Pinnacle West Capital Corporation // pinnaclewest.com
E
Guldner replaced Don Brandt, who retired in November as chairman, president and CEO of Pinnacle West Capital Corporation. Guldner has served as president of APS and was previously vice president of public policy and general counsel. Prior to joining APS in 2004, he was a partner in the Phoenix office of Snell & Wilmer, a law firm. He is a Navy veteran. Industry outlook: “Without question, we face a rapidly changing energy future. We remain dedicated to our communities, customers and employees as we provide clean, reliable and affordable energy to our growing state. These core priorities will continue to shape the way we manage our business going forward.”
D MIKE HUMMEL General manager and CEO // SRP // srpnet.com
B
Hummel worked his way up the ranks of the nation’s third largest public power utility. Prior to his selection as SRP’S GM and CEO, Hummel was deputy general manager of resources and finance. Hummel currently serves on boards for the University of Arizona’s College of Engineering Industry, Greater Phoenix Leadership and others. Personal strengths: “I believe the three personal qualities that helped me most in my career and life are integrity, curiosity and focus. People have to know you will follow through on commitments. They have to trust you will live up to your promises. It’s imperative to constantly learn and seek new, better ways to move forward. You must also maintain a steadfast focus on important issues to ensure you will not be sidetracked by the latest headline or gimmick.”
E DAVID HUTCHENS President and CEO // Tucson Electric Power, UniSource Energy Services and their parent company, UNS Energy Corporation // tep.com Hutchens graduated from the University of Arizona with a bachelor’s degree in aerospace engineering and master’s degree in business administration. He served as a nuclear submarine officer in the U.S. Navy and worked as an engineer before joining TEP in July 1995. Hutchens assumed his current role as top executive of Tucson Electric Power (TEP), sister company UniSource Energy Services and their parent company, UNS Energy, in May 2014. Professional advice: “My first advice is to be curious. Learn all you can about our industry and how all the pieces fit together. Second, make connections. Everyone was new at some point, and each of us arrived here with unique backgrounds, skillsets and experiences. Use that diversity to develop fresh, innovative ideas to help our company stay competitive.” 248 ABL | Nominate at azBIGmedia.com
The Many flFLavors of AZ Big Media
azBIGmedia.com
technology & manufacturing // MANUFACTURING
A DAWN GROVE Corporate counsel // Karsten Manufacturing Corporation // ping.com
A
B
Grove is corporate counsel for Karsten Manufacturing Corporation, the parent company of PING and related subsidiaries, and has served on the board of directors of Karsten Manufacturing Corporation continuously since 1995. KMC’s main subsidiary, PING, is one of the top three golf equipment brands in the U.S., exports about half of its products outside the U.S. and has earned the most Golf Digest Hot List awards of any golf equipment brand for three straight years (2012, 2013, 2014). Grove serves as chairwoman of the Arizona Manufacturers Council and is the longest serving member of its board of directors. In 2015, she was appointed to the U.S. Manufacturing Council, which directly advises the U.S. Secretary of Commerce and other cabinet members.
B BRUCE HOECHNER President and CEO // Rogers Corporation // rogerscorp.com Hoechner was elected as president and CEO by the board and joined Rogers Corporation on October 3, 2011, at which time he also became a member of the company’s board of directors. Prior to joining Rogers, Hoechner had many years of broad leadership experience across numerous geographies, businesses and functions in the specialty chemicals industry with particularly strong international business expertise. For five years, Hoechner was based in Shanghai, China, first with Rohm and Haas Company, for whom he worked for 28 years, and then moving to Dow Chemical upon its acquisition of Rohm and Haas in 2009. While in Shanghai, Hoechner was responsible for a variety of businesses, as president, Asia Pacific Region, Dow Advanced Materials Division with regional revenues of more than $2 billion.
C
C KEITH JACKSON President, CEO and director // ON Semiconductor // onsemi.com Jackson was elected as a director of ON Semiconductor Corporation and appointed as president and CEO of ON Semiconductor and Semiconductor Components Industries in November 2002. Jackson has more than 30 years of semiconductor industry experience. Before joining ON Semiconductor, he was with Fairchild from 1998 to 2002, serving as executive vice president and general manager, Analog, Mixed Signal and Configurable Products Group. From 1996 to 1998, Jackson served as president and a member of the board of directors of Tritech Microelectronics in Singapore. Jackson became a National Association of Corporate Directors Board Leadership Fellow, the highest level of credentialing for corporate directors.
D GUILLERMO NOVO President and CEO // Versum Materials // versummaterials.com
D
Novo is the president and CEO and a member of its board of directors. In this role, he is focused on setting the strategy and policies of the company, developing leadership and meeting shareholder commitments. Novo had served as executive vice president of Materials Technologies of Air Products since October 2014. Novo joined Air Products in 2012 as senior vice president of Electronics, Performance Materials, Strategy and Technology. Prior to Air Products, Novo was employed by Dow Chemical Company, where he most recently served as group vice president of Dow Coating Materials, a large specialty chemicals business. Novo has 30 years of experience in the specialty materials industry and brings to the board detailed insight into Versum’s customers, markets, operations and strategies.
E RICK SMITH CEO and co-founder // Axon Enterprise // axon.io
E
250 ABL | Nominate at azBIGmedia.com
A pioneer of technology with the vision of making the bullet obsolete, Smith founded the original company, TASER, in 1993. As the TASER device became ubiquitous in law enforcement, Smith pushed the company beyond weapons technology and towards a broader purpose of matching technology to public safety needs in order to make the world a safer place. Under his leadership, the company has grown from a garage in Tucson to a NASDAQ-listed global market leader in conducted electrical weapons, body worn cameras and software. Personal strengths: “Tenacity. You have to be willing to fail, get up, fail, and repeat until successful.” Professional advice: “Focus on the mission. Every community needs an effective law enforcement function. You can complain and throw rocks, or get engaged and find solutions.”`
technology & manufacturing // AEROSPACE & DEFENSE
A MIKE BIANCO CEO // AvAir // avair.aero It was a steady rise to the top for Bianco, who began as the aviation after-market components supplier’s first official employee back in 2000. Now, he sits proudly at the helm of one of the aviation after-market industry’s most notable international success stories, helping serve more than 2,700 customers spanning 118 different countries out of the company’s Chandler headquarters. Personal qualities: “I’ve always been relentlessly persistent, and it’s served me well through the years. When I started at AvAir, I worked in the warehouse, and in the years since, I’ve worked my way up to the CEO role.” Prized possession: “The day I married my wife, she gave me a note that I’ve held on to ever since. It’s now framed in my office and is a daily reminder of her support.”
A
B
B JENNIFER GRAVES President and CEO // GECO // gecoinc.com With more than 30 years of engineering and aerospace experience, Graves leads an innovative team that designs, produces and supports avionics products. After forming a strategic advisory board in 2014, Graves adopted ambitious corporate goals to increase revenues, staff and facilities. Under her leadership, GECO is on track to meet each goal. Professional advice: “Do any task required to make your project work, regardless of your job title.” Industry outlook: “There is an improving outlook for both the defense and commercial aerospace businesses. While budget allocations in America — in view of escalating geopolitical tensions worldwide — are boosting defense, a steady improvement in air traffic are giving a notable upward thrust to commercial airplane demand.”
C RYAN HARTMAN CEO // World View Enterprises // worldview.space
C
Prior to joining World View, Hartman served as president and CEO of Insitu, a pioneer in the design, development and manufacturing of unmanned aircraft systems for intelligence, surveillance and reconnaissance in military and commercial applications. Hartman brings more than 20 years of experience in unmanned flight systems and aerial remote sensing to World View. In addition to his tenure at Insitu, Hartman previously led Raytheon’s Unmanned Systems Directorate of the Advanced Programs Division. Industry outlook: “I’m fortunate to have inherited a very healthy business ... The Stratollite is poised to unlock previously inconceivable remote sensing and communications applications for our customers and I’m excited to help deliver on that vision moving forward.”
D RYAN KOHNKE Co-founder and managing partner // ITS // itsparts.com Kohnke oversees the global airframe and the special project businesses, bringing a customercentric approach to the organization. As the airframe business leader, he manages the entire end of life process, from fleet retirement to components and systems sales, and the alignment of assets to support customers’ needs. The special project business caters to customers requiring cockpits, fuselage sections and accessories for several needs, from training to simulation. In 2014, Kohnke took over full responsibility of Global Airframe Operations, culminating an increase in responsibilities. Kohnke has taken on many roles during the company’s development and growth with responsibilities from operations to quality, from export compliance to business development.
E
E SHAWN LINAM CEO // Qwaltec // qwaltec.com Linam is the co-founder of Qwaltec, a woman-owned business that provides high-quality mission readiness, technical training and systems engineering. Prior to founding Qwaltec in 2001, Linam provided mission readiness and training for commercial and government satellite operations teams. Professional advice: “Choose a university, like ASU, that has a strong aerospace or space exploration school and try to get involved with any research projects they’re working on. Join clubs that provide hands-on experience and networking opportunities with industry leaders. Any experience you can gain, outside the classroom, will help launch your career.” Surprising fact: “I am afraid of heights and claustrophobic, which makes me an unlikely candidate for dreaming of traveling to space, but it is still a dream.”
D
Nominate at azBIGmedia.com | ABL 251
technology & manufacturing // MINING & NATURAL RESOURCES
A RICHARD ADKERSON President, CEO and vice chairman // Freeport-McMoRan Copper & Gold // fcx.com Adkerson is the current president, CEO and vice chairman of Freeport-McMoRan Copper & Gold Inc. with an established career in the mining sector. He has been in this role since December 2003. He is also known for his past role as chairman of the International Council on Mining and Metals and is currently a member of the Council on Foreign Relations. Professional advice: “An aspiring employee must bring something to the game. Acquire skills that add value to the company from the outset. Understand the company and the role your assigned work contributes to its success. Be a doer. Hard work, commitment, diligence, and sacrifice, then doing more, leads to career success.”
C A
B THEODORE COOKE General manager // Central Arizona Project (CAP) // cap-az.com Cooke was appointed general manager in March 2016, reporting to the publicly-elected board of directors and is responsible for carrying out the board’s policy directives and overseeing all operational aspects of CAP, the largest water provider in Arizona. Cooke joined CAP in 1999 after an earlier career in solar and geothermal power development and operations and corporate finance. Industry outlook: “Less precipitation and a hotter, drier climate is the ‘new normal.’ Water users will need to adapt to doing more with less. Recent efforts have focused on reducing demand, creating a space to develop new conservation approaches and supply augmentation to maintain a sustainable water supply and Arizona’s quality of life.”
E D
C ANDREW LYE Project Director // Resolution Copper // resolutioncopper.com Lye, from Sydney, Australia, leads the Resolution Copper team and their work to plan and permit a safe, environmentally sensitive underground mine. Lye has been with Rio Tinto and its subsidiaries for almost 25 years following positions with junior gold mining companies. Prior to Resolution Copper, Lye led Rio Tinto’s La Granja copper project in Peru. Personal strengths: “Treat others the way you want to be treated. My primary role as a leader is to support the team to achieve our collective objectives.” Professional advice: “Beyond doing the best you can each day, be flexible and willing to do the jobs most others turn down. Do not limit yourself to your field of training. Be inquisitive and continue to learn.”
D STEVE TRUSSELL Executive director // Arizona Rock Products Association // azrockproducts.org Trussell is executive director of the Arizona Rock Products Association (ARPA) and the Arizona Mining Association. As executive director of ARPA, he is responsible for the promotion and preservation of the sustainability of the rock and construction materials industry through active involvement in the community relations, regulatory and political processes. For the last three years, the association has worked on regulatory reform and transparency legislation that will prove to be of tremendous benefit to all business sectors. Trussell has been a guest on the Oprah Winfrey Show, has been nominated for two national instructor of the year awards, and in 2010 was honored by the National Sand, Stone and Gravel Association as the State Association Executive of the Year.
E JOSH WEISS President // Hexagon Mining // hexagonmining.com Weiss is integral to Hexagon Mining’s vision to be the No. 1 smart technology partner for integrated life-of-mine solutions. Weiss is well versed in all aspects of the business, leading strategy and operations. Weiss was a senior manager for Deloitte & Touche, within the metals and mining sector, where he focused on mergers and acquisitions, strategy and financial transformations. Before Deloitte, he worked for ArcelorMittal, a multinational steel and mining conglomerate. Professional advice: “Get as much broad experience as possible, as early as possible and step out of your comfort zone. For mining and technology, I recommend rotating across different fields of interest that cover as many critical facets of the industry to be successful. International experience is also invaluable.”
252 ABL | Nominate at azBIGmedia.com
B
COMMIT TED TO C O L L A B O R AT I O N CAP is proud to have worked jointly with the State of Arizona, along with legislators, cities, agriculture, tribes, environmental groups and the business community on the Drought Contingency Plan Steering Committee, achieving a milestone in Arizona’s history.
“
“
Arizona works best when Arizonans work together, especially when it comes to water. – TED COOKE, CAP GENERAL MANAGER
www.CentralArizonaProject.com
technology & manufacturing // TECHNOLOGY INNOVATORS
A TOMAS GORNY CEO // Nextiva // nextiva.com
A
B
Gorny is a Polish-born American Entrepreneur. He is the co-founder, chairman and CEO of UnitedWeb, a holdings company, and Nextiva, a cloud communications provider. Gorny has founded several successful technology companies, including IPOWER, Nextiva and SiteLock. IPOWER sold to Warburg and Goldman Sachs for nearly $1 billion in 2011 and later went public. Gorny remains on the board of directors. Nextiva and Sitelock have been named the fastest-growing tech companies in Arizona. Personal strengths: “Determination, perseverance, and foresight. Once I have a vision, I don’t believe in limitations. Failure is free tuition, and the lessons I learn often inspire something better. Failure is part of the entrepreneurial path, but so is success — if you’re patient and hardworking.”
B HEIDI JANNENGA Co-founder and president // WebPT // webpt.com Jannenga is the co-founder and president of WebPT, the leading rehab therapy software. Jannenga previously was a physical therapist and clinic director for more than 15 years and has since led WebPT through exponential growth, earning it six consecutive Inc. 5000 rankings. Today, WebPT is the fastest-growing rehab therapy software in the country with more than 500 employees serving over 83,000 customers at more than 14,000 clinics. Personal strengths: “I was raised in a strict household with strong family values centered on education, work ethic, grit, adaptability and purpose. These qualities have helped push me to the highest levels of success throughout my professional career. Staying authentic to my personal desire to help people has guided WebPT to success.”
C
C CLATE MASK CEO and co-founder // Keap // keap.com As Keap’s CEO, Mask leads the company’s vision, strategy and growth. His entrepreneurial spirit sparked early in his career and evolved into the software industry while he was at About.com. Mask then co-founded Keap (formally Infusionsoft) to help small businesses succeed with smart marketing automation tools just for them. Personal qualities: “Tenacity, grit and hard work. When you are trying to build something new and solve a problem, it is natural that you will have doubters. You have to keep pushing and believing in yourself and what you are trying to accomplish.” Professional advice: “My biggest advice for entrepreneurs is to master the ‘game between your ears,’ and that comes down to eating positivity for breakfast, lunch and dinner.”
D ERIC MILLER Co-owner // PADT // padtinc.com D
Miller is co-owner of Tempe-based PADT, which provides tools and services to companies who design and manufacture physical products. As co-founder of PADT in 1994, Miller was able to pursue his interests in Simulation, 3D printing, operations and small business management. Personal strengths: “A constant, some would say obsessive, need to learn new skills has driven my growth and success in engineering, leadership and business. Every new challenge I have faced has become an opportunity for growth.” Industry outlook: “We expect continued migration of physical products towards smart, connected devices. Greater efficiencies and capabilities will be achieved through better designed products that leverage new technologies like data analytics, machine learning and electrification.”
E ROBERT NORWOOD Professor of optical sciences // University of Arizona // optics.arizona.edu
E
254 ABL | Nominate at azBIGmedia.com
Norwood performs research on photonic devices, particularly solar energy and silicon photonics. He spent 15 years in leadership positions at both Fortune 100 corporations (Honeywell) and venture-capital backed startups (Photon-X). He has 39 issued U.S. patents. Personal strengths: “I would say that my ability to see interdisciplinary connections between developing research areas and then focusing these areas onto differentiated product opportunities has helped me, as has constantly embracing innovation. This has helped me to move effectively through a number of fields, ranging from optical networking to solar energy.” Industry outlook: “Both the solar energy and optical communications markets are growing and dynamic, so I see lots of opportunities to adopt new solutions and address new applications.”
who’s who // CEO s
A STEVE KELLEY President and CEO // Amkor Technology // amkor.com Kelley joined Amkor in May 2013 as president and chief executive officer and is also a member of the board of directors. Kelley has more than 25 years of experience in the global semiconductor industry, including as executive vice president and chief operating officer of Cree from 2008 to 2011, and in executive roles at Texas Instruments and Philips Semiconductors. He has also held various managerial positions at National Semiconductor and Motorola. Prior to joining Amkor, Kelley served as senior advisor to Advanced Technology Investment Company, the Abu Dhabisponsored investment company that owns GlobalFoundries, until December 2012. Kelley holds a B.S. in chemical engineering from Massachusetts Institute of Technology and a J.D. from Santa Clara University.
A
B
B STEVE SANGHI CEO // Microchip Technology // microchip.com
C
Steve Sanghi was named the president of Microchip in August 1990, chief executive officer in October 1991 and the chairman of the board of directors in October 1993. Industry outlook: “The semiconductor industry started to go into a downturn in the second half of 2018, driven by the U.S.-China trade tensions. China is the second-largest market for semiconductors after the U.S. The trade tensions did significant damage to the Chinese economy and their stock market. This in turn significantly lowered the demand for semiconductors in China. The successive salvo from both sides (U.S. and China) announcing tariffs on each other’s products have continued to do increased damage on both sides. This continues to be the central theme of all conversations these days.”
C EDWARD SHOEN President, chairman, and CEO // AMERCO (U-Haul International) // uhaul.com Shoen grew up in the U-Haul organization and was first employed in 1971. He is a graduate of the College of the Holy Cross, Harvard Business School and Arizona State University Sandra Day O’Connor College of Law. Shoen was chosen by the AMERCO board of directors as president in 1987 and has been leading the company ever since. Source of pride: “Helping to keep self-moving and self-storage affordable, convenient and within the ‘I can do it’envelope of most Americans.” Professional advice: “Set realistic goals with realistic time frames. Set a goal and go at it, understanding that nothing happens in 90 days or a year. It takes years to nurture the crop that feeds you today.”
D DONALD SLAGER President and CEO // Republic Services // republicservices.com Slager leads the industry leader in the recycling and waste services industry. The company generates $10 billion of annual revenue and operates one of the largest vocational fleets in the nation. With more than 14 million customers nationwide, Slager has overseen the strategy, growth and strong performance of the company and delivered outstanding shareholder value with a relentless focus on safety, customer experience, sound environmental practices and good neighbor principles. Professional advice: “I would say there are three pieces of advice that I would give, regardless of industry: 1) Be flexible. People who are rigid don’t get very far. 2) Be a lifelong learner of your industry and craft. 3) Find a mentor who not only guides you but will hold up a mirror.”
D
E J.K. SYMANCYK CEO // PetSmart // petsmart.com
E
256 ABL | Nominate at azBIGmedia.com
Symancyk is the CEO of PetSmart and a member of the company’s board of directors. Having joined the retailer in June 2018, he brings 25 years of deep operational experience across all areas of retail, including merchandising, consumer brand marketing, proprietary brands, services and ecommerce. Throughout his career, he has demonstrated his ability to lead companies, driving profitable growth and improving the organizational performance of internal teams at large, multichannel consumer businesses. Previously, Symancyk served as the president and CEO of Academy Sports + Outdoors and president of Meijer. He also held management positions at Walmart Stores, including Sam’s Club and Walmart International.
We moved—but we’re still in the neighborhood.
Let us reintroduce ourselves to you. Scottsdale Branch 7293 N. Scottsdale Road Scottsdale, AZ 85253 (480) 675-5960 Monday to Friday 8:00 a.m. to 5:00 p.m.
We’re excited to be part of your community. A community of local businesses, services, and, most importantly, people just like you who believe in taking ownership of their financial future. • Meet with our Financial Consultants. • Attend an investing workshop. • Pick up an Owners’ Manual for our timeless approach to investing. We’re looking forward to meeting you at our new branch.
Brokerage Products: Not FDIC-Insured | No Bank Guarantee | May Lose Value
©2019 Charles Schwab & Co., Inc. (“Schwab”) All rights reserved. Member SIPC. SCH878-26 (0515-2884) ADP88321-01 (10/19) (309596)
who’s who // ECONOMIC DEVELOPERS
A DENNY BARNEY President and CEO // PHX East Valley Partnership // phxeastvalley.org Barney is president and CEO of the PHX East Valley Partnership, a non-partisan coalition of civic, business, education and political leaders dedicated to economic development and promotion of the region. He balances that role with his work as principal of ARCUS Private Capital Solutions. Personal strengths: “I am fortunate to be able to look at a situation and see a solution, even when one doesn’t seem readily apparent. I also enjoy working alongside others as part of a larger team whose combined and concerted effort makes a positive, measurable difference in our community.” Professional advice: “Those entering the field should seize opportunities to talk about and celebrate all that’s good in their city, region or state, while doing all they can to make business and the quality of life there even better.”
A
B
B CHRIS CAMACHO President and CEO // Greater Phoenix Economic Council // gpec.org A proven leader with more than 10 years in executive management roles, Camacho leads the Greater Phoenix Economic Council, one of the longest standing public-private partnerships for economic development across the country. During his tenure, GPEC has led the attraction of more than 280 companies, creating 47,011 jobs and $4.4 billion in capital investment. Some notable projects include Apple, Silicon Valley Bank, Zenefits, GoDaddy, Yelp, Amazon, Garmin and General Motors. Personal strengths: “Being able to set a vision and execute has been pivotal to success. Additionally, possessing a level of grit and tenacity but with balanced humility in a spirit of cooperation for the greater good has allowed me to excel.”
C
C SINTRA HOFFMAN President and CEO // WESTMARC // westmarc.org Hoffman’s career includes mopre than 20 years in local, state and federal government. Prior to joining WESTMARC, she served as assistant division director for ADOT and deputy city manager and intergovernmental relations director for the City of Surprise. Her career has focused on building sustainable relationships with elected and business leaders in Arizona. She has been recognized for successful transportation lobbying and problem solving. Personal strengths: “People describe me as energetic, tenacious and enthusiastic. I describe myself as a team player and connector. This combination attracts people to me, and me to people with great ideas and resources to accomplish amazing things for our community. This perfect formula has yielded many successes throughout my career.”
D JOE SNELL President and CEO // Sun Corridor Inc. // suncorridorinc.com Snell brings more than 30 years of experience leading regional economic development organizations in communities of various sizes. His knowledge on building strategic, competitive and balanced economic development efforts have resulted in Snell being nationally recognized for creating strong economies in high-growth regions. Personal strengths: “I believe that my tenacity has helped me greatly. I embrace the ‘why we can’ and avoid all those that tell you why something can’t be done.” Industry outlook: “Tucson and Southern Arizona have finally shed the chains of the recession. Recent trends are positive and growth is fully occurring. Outside of a recession or other major disrupter, I see more positive development of our economy and our region in the years ahead.”
E
E CAROL STEWART Associate vice president // UA Tech Parks // techparks.arizona.edu As the associate vice president for Tech Parks Arizona at the University of Arizona, tewart is responsible for the UA Tech Park at Rita Road and the UA Tech Park at the Bridges and serves as president of the Campus Research Corporation. She is also president of the UA Center for Innovation, a technology business incubator serving the University of Arizona and Tucson community. Stewart is an experienced research park leader with a more than 30-year career serving the academic/not-for-profit sector, as well as the high-tech industry. Previously, she was the chief executive officer for the Association of University Research Parks and helped to expand the organization’s international credibility by showcasing best practices to research parks across the globe. 258 ABL | Nominate at azBIGmedia.com
D
who’s who // EDUCATION
A RITA CHENG President // Northern Arizona University // nau.edu Cheng is the president of Northern Arizona University, a high research university with a $500 million operating budget, 4,600 faculty and staff and 31,000 students. She has secured NAU’s national reputation for thriving in the changing world of higher education and for the high quality educational experience provided to all NAU students. She earned a PhD in management from Temple University’s Fox School of Business, and was recently recognized as one of Fox’s 100 centennial alumni honorees. Personal strengths: “I have taken a non-traditional path to leadership in higher education, encouraged to pursue my goals and inspired by those who had pursued lives outside of what was expected. This allowed me to take advantage of unexpected opportunities and remain dedicated to the fulfillment of potential.”
A B
B PETER COHEN President // University of Phoenix // phoenix.edu Cohen was appointed the eighth president of University of Phoenix in April 2017, bringing more than 20 years of leadership in the education sector to his role at the university. He previously served as executive vice president of McGraw-Hill Education. Cohen is focused on further accelerating the university-wide transformation in service of its vision to be recognized as the most trusted provider of career-relevant higher education for working adults. Personal strengths: “Digging ditches and working in restaurants growing up, I learned three important lessons: first, you can accomplish more if you simply persist; second, everyone knows more about something than you, so learn from them; third, your character defines who you are so always act like the person you want others to see.”
E
C
C MICHAEL CROW President // Arizona State University // president.asu.edu Crow became the 16th president of Arizona State University on July 1, 2002. He is guiding the transformation of ASU into one of the nation’s leading public metropolitan research universities, an institution that combines the highest levels of academic excellence, inclusiveness to a broad demographic and maximum societal impact. Personal strengths: “Adaptability. As a child, my family moved frequently, forcing me to constantly adapt to new environments. I’ve applied that skill professionally and can anticipate and quickly adapt to factors influencing higher education.” Professional advice: “Operate with speed and embrace change.” Prized possession: “My Jules Verne book collection. He could see the great potential of humans to innovate.”
D BRIAN MUELLER President // Grand Canyon University // gcu.edu Mueller joined Grand Canyon University in 2008 to usher in a new era for the institution. Since that time, GCU has transformed from a small, financially-troubled school to one of the largest and most innovative universities in the country. Personal strengths: “I had the good fortune of attending schools where I had really good teachers and coaches who instilled my love for learning. As a result of that, I became a teacher and coach and developed capabilities related to public speaking, motivation, leadership and team-building.” Professional advice: “To lead effectively, you must assemble a team of highly committed, loyal people who are creative, outcomes-oriented and willing to take significant risks.”
E DR. ROBERT ROBBINS President // University of Arizona // arizona.edu Robbins has been a heart surgeon, medical faculty at Stanford — where he conducted research and trained new physicians — and was CEO of the largest medical center in the world. He often says that even though he loved all of this work, his position as University of Arizona president is the most fulfilling of his professional career because it gives him the ability to create impact on a broad scale for many different people and communities. Personal strengths: “Learn everything and do as much as you can. Never turn away from a new way of looking at things.” Professional advice: “Keep your curiosity and focus on service as driving forces in your professional life. As much as possible, choose what you do for your ability to continue learning, growing and serving.” 260 ABL | Nominate at azBIGmedia.com
D
who’s who // FAMILY OWNED BUSINESSES
A TEX EARNHARDT Founder // Earnhardt Auto Centers // Earnhardt.com The Earnhardt Auto Group, based in Chandler, was founded 65 years ago by Earnhardt, 86, the oldest living first-generation car dealer in Arizona. Over the years, Earnhardt became widely known as the cowboy car dealer who rode a bull. His trademark slogan, “that ain’t no bull,” was the ultimate truth in advertising. The bull he rode in the commercials was really a steer. From its humble beginnings of selling a few cars a month, Earnhardt Auto Centers is now one of the largest auto groups in the Southwest. Professional advice: “To have a successful career in the auto industry, you need to have an attitude of not only selling a customer today, but to earn the business of his or her family, friends and neighbors. Repeat business is the key to success.”
A
B
C
B BRAD GHASTER President and CEO // Ghaster Painting // ghasterpaintinginc.com Ghaster started Ghaster Painting while attending college in 1975. He painted apartment move-outs, starting with one account and growing to multiple accounts. Ghaster got married and when his children arrived, he began to paint full time, painting houses then commercial work — now for more than 40 years. Professional advice: “Know your costs. Do quality work. Treat your people as professionals expecting to be the best they can be.” Industry outlook: “The future of the industry is directly related to the level of the skilled labor that is available, thus we have our own training program. An average painting project is 75 percent labor costs and 25 percent materials. As the quality of qualified painters diminishes, prices may increase due to a growing demand and limited supply of quality trained professionals.”
C DAN HARKINS Owner and CEO // Harkins Theatres // harkinstheatres.com Since his father, Dwight “Red” Harkins opened Tempe’s first movie house at the height of the Depression in 1933, Harkins has helped grow Harkins Theatres to more than 400 screens and growing. Harkins Theatres has helped set a new standard for charitable giving through charity benefit premieres and screenings and public service announcements on the movie screens. Professional advice: “My father taught me the meaning of showmanship. He taught me that showmanship means much more than it sounds. To my father, showmanship meant you were a good marketer, a good leader and a good citizen. Being a good showman meant operating with high integrity and giving back to the communities we serve.”
D WILLIE ITULE Founder and CEO // Willie Itule Produce // ituleproduce.com Willie Itule and his wife, Lynn, launched Willie Itule Produce in 1979. For 40 years, the produce distribution company has served restaurants, schools, hospitals and commissaries across Arizona with fresh fruits and vegetables. The Willie Itule Produce team has grown to a more than 100-person company based at their Phoenix warehouse. As the company has grown, Willie and Lynn have maintained steadfast commitment to family, service and quality. Personal strengths: “Building relationships is how I got started in the produce business and nurturing them has been part of the secret to long-term success. Growing and nurturing a network has created a lot of opportunities over the years, and creating opportunities for others has been rewarding.”
E
E ROBERTA “SISSIE” ROBERTS SHANK CEO // Chas Roberts A /C & Plumbing // chasroberts.com
D
262 ABL | Nominate at azBIGmedia.com
Roberts Shank took over the business after her father’s passing in 1999. She overcame resistance to being a female leader in construction by making some hard choices. Her philosophy is that no one person is more important than the success of the whole. She serves on the Knight-Swift board of directors and the AMERCO (U-haul) advisory board. Personal strengths: “Integrity, compassion and determination. Those qualities have helped me make difficult decisions in bad times, kept me from being selfish in good times and gave me strength in dealing with both.” Professional advice: “Don’t let your personal feelings undermine your decision making processes. It sometimes is difficult to separate being right, from doing right. Do right.”
who’s who // INFLUENTIAL WOMEN
A ANN-MARIE ALAMEDDIN President and CEO // Arizona Hospital and Healthcare Association // azhha.org As president and CEO of the Arizona Hospital and Healthcare Association, Alameddin aligns her expertise with the needs of Arizona hospitals and patients in her work. With a background in community service and organizing, she is well-versed in bringing people together not only to exchange ideas, but to take affirmative action and achieve desired results in driving health policy. Personal strengths: “I lead with integrity and listen to my instincts. Throughout my career I have been able to build a foundation of trust which is essential when creating new partnerships. My passion for healthcare sustains my drive to continue working toward improving how the system works.” Professional advice: “Always stay true to your purpose and be open to the possibility of change along the way.”
A B
B MARIANNE GUENTHER CEO // BIG YAM, The Parsons Agency, SNEAKY BIG Studios // bigyam.com Guenther is not your typical CEO. After starting her career in the medical field, she leaped to the technology field, serving in multiple operations and marketing positions at GoDaddy, ending her tenure as executive vice president. Today she heads up both the full-service marketing agency and production studio, applying strong leadership and a relentless passion for her staff and businesses. Personal strengths: “Perseverance, compassion, compartmentalization, optimism, constant selfimprovement and decisiveness. I use these qualities to develop closely bonded teams and keep us moving forward and always improving.” Professional advice: “Set yourself aside and keep your team, your company and your customer as the primary factors that guide decision making.”
E
D
C GEORGIA LORD Mayor // City of Goodyear // goodyearaz.gov Lord has served as mayor of the City of Goodyear since 2011 and has served on the Goodyear City Council since 2005. In 2013, The Greater Phoenix Economic Council awarded Lord the Distinguished Service Award in recognition of her promotion and advancement of economic development in the region. Personal strengths: “I attribute my successes to a willingness to learn, an ability to adapt and sincere honesty with having difficult but honest conversations. As a military wife having lived all over the world, and now as mayor of a growing city, these qualities have benefited me both personally and professionally.” Industry outlook: “The steady increase in the number of quality jobs in Goodyear is sure to remain constant, as we work hard to attract new employers to our area.”
D MARCIA ROWLEY Co-founder and chief operating officer // International Cruise & Excursions iceenterprise.com Marcia Rowley and John Rowley founded International Cruise & Excursions, Inc. (ICE) in 1997, introducing an innovative cruise benefit program into the world of vacation ownership. Today, ICE is a leading international travel and leisure organization with a global network of corporate, leisure, and affinity partners. With approximately 3,000 employees, ICE provides unique travel and leisurebased loyalty, rewards and incentive programs. Personal strengths: “I have always had a strong work ethic, problem-solving skills, and a good attention to detail. These qualities, along with the appropriate amount of entrepreneurial risk taking, have played a significant role in the initial success we enjoyed at ICE, and continue to help us lead the travel and leisure industry in innovation.”
E LISA URIAS Managing partner // CoNecs North America // conecsna.com Urias merged her successful advertising agency, Urias Communications, with Molera Alvarez Government Affairs, to form CoNecs North America, where she serves as managing partner. The brand management, public relations agency serves various Fortune 1000 clients and governments throughout the U.S. and is considered one of the most successful in the region. Personal strengths: “Listening deeply is one quality that has helped tremendously. Then, bridging divides among various markets has been important. Whether clients want to reach soccer moms or a Spanish preferred customer, understanding those various sensibilities helps us create truly authentic campaigns that develop not just brand recognition, but brand embrace.” 264 ABL | Nominate at azBIGmedia.com
C