FEBRUARY 2020 - BUCKS COUNTY REAL PRODUCERS MAGAZINE

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BUCKS COUNTY

C O N N E C T I N G .

E L E VAT I N G .

I N S P I R I N G .

Mary Ann O’Keeffe RE/MAX Properties NEWTOWN

Celebrating Leaders: HEATHER WALTON & TODD MCCARTY Class-Harlan Real Estate Rising Star: DAVE MARCOLLA Keller Williams Newtown Preferred Partner Highlight: ERIC FRAIN GOOSEHEAD INSURANCE F&B Insurance Agency

FEBRUARY 2020


Servicing Servicing AllAll of of Pennsylvania Pennsylvania and and New New Jersey Jersey

First First Partners Partners Abstract Abstract Company Company is the is the perfect perfect partner partner for all foryour all your titletitle andand closing closing needs. needs. In addition In addition to real to real estate estate professionals, professionals, we we work work with with builders, builders, investors, investors, commercial commercial developers developers andand mortgage mortgage lenders, lenders, butbut more more importantly, importantly, we we would would lovelove to work to work with with you.you. ForFor your your convenience, convenience, ourour staff staff of over of over 60 title 60 title industry industry professionals professionals are are employed employed in in 14 oKʧces 14 oKʧces across across Bucks Bucks andand Montgomery Montgomery Counties, Counties, in Philadelphia, in Philadelphia, andand in Ocean in Ocean City.City.

FIRST FIRST PARTNERS PARTNERS ABSTRACT ABSTRACT COMPANY COMPANY OFFICES: OFFICES: 605 605 Corporate Corporate Dr WDr W 169 169 N Broad N Broad St St 630 630 N Third N Third St St 13331333 WestWest Ave Ave Langhorne, Langhorne, PA 19047 PA 19047 Doylestown, Doylestown, PA 18901 PA 18901 Philadelphia, Philadelphia, PA 19123 PA 19123 Ocean Ocean City,City, NJ 08226 NJ 08226 215-579-3223 215-579-3223 267-864-5020 267-864-5020 215-592-0651 215-592-0651 267-864-5020 267-864-5020

OUR OUR AFFILIATE AFFILIATE COMPANY COMPANY OFFICES: OFFICES: Bucks Bucks County County Abstract, Abstract, LLC LLC 24002400 Bristol Bristol Rd, Bensalem, Rd, Bensalem, PA 19020 PA 19020 584 584 Middletown Middletown Blvd,Blvd, Ste A50 Ste A50 Langhorne, Langhorne, PA 19047 PA 19047

FirstFirst Patriots Patriots Land Land Transfer, Transfer, LLC LLC 1909 1909 Veterans Veterans Hwy,Hwy, Levittown, Levittown, PA 19056 PA 19056 104 104 Pheasant Pheasant Run,Run, Ste 106 Ste 106 Newtown, Newtown, PA 18940 PA 18940

The The Deed Deed Exchange, Exchange, LLC LLC 19171917 Welsh Welsh Rd, Philadelphia, Rd, Philadelphia, PA 19115 PA 19115

Greater Greater Penn Penn Abstract, Abstract, LLC LLC 12 Terry 12 Terry Dr, Ste Dr, 204, Ste 204, Newtown, Newtown, PA 18940 PA 18940

Mercer Mercer Abstract Abstract & Settlement & Settlement Services, Services, LLC LLC 601 601 NewNew Britain Britain Rd, Bldg Rd, Bldg 100 100 Doylestown, Doylestown, PA 18901 PA 18901

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Professional Professional Group Group Abstract, Abstract, LLC LLC 27012701 YorkYork Rd, Jamison, Rd, Jamison, PA 18929 PA 18929

Properties Properties Abstract, Abstract, Inc. Inc. 210 210 Penns Penns Trail,Trail, Ste 100, Ste 100, Newtown, Newtown, PA 18940 PA 18940

To learn To learn more, more, visit visit www.FirstPartnersAbstract.com www.FirstPartnersAbstract.com or call or call 215-579-3223 215-579-3223 to discuss to discuss how how we we cancan best best partner partner with with you, you, so you so you tootoo cancan Close Close with with Con˴dence. Con˴dence. 2 • February 2 • February 20202020


GOOD GOODBANKING BANKINGISIS GOOD GOODCITIZENSHIP™ CITIZENSHIP™ David David Dickinson Dickinson

NMLS NMLS ID# ID# 104434 104434 | Producing | Producing Sales Sales Manager Manager Home Home Lending Lending Solutions Solutions - Mortgage - Mortgage

1234 1234 Market Market St |St Mail | Mail code code PM1234 PM1234 | Philadelphia, | Philadelphia, PA PA 19107 19107 Mobile: Mobile: 609-792-7327 609-792-7327 | Fax: | Fax: 844-436-5231 844-436-5231 david.a.dickinson@citizensbank.com david.a.dickinson@citizensbank.com www.realproducersmag.com www.realproducersmag.com •3 •3


TAB TAB LE LE OFOF

CCOONNTTEENNTTSS 06 06

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Preferred Preferred Partners Partners

Publisher’s Publisher’s Note:Note: February February Note Note

Feature Feature CoverCover Story:Story: MaryMary Ann Ann O’Keeffe O’Keeffe

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RisingRising Star: Star: Dave Dave Marcolla Marcolla

Celebrating Celebrating Leaders: Leaders: Heather Heather Walton Walton & Todd & Todd McCarty McCarty

Preferred Preferred Partner Partner Highlight: Highlight: Eric Frain Eric Frain — Owner — Owner

If youIfare youinterested are interested in contributing in contributing or nominating or nominating Realtors Realtors for certain for certain stories, stories, please please emailemail us at us Tom.Goodwin@realproducersmag.com. at Tom.Goodwin@realproducersmag.com. DISCLAIMER: DISCLAIMER: Any articles Any articles includedincluded in this publication in this publication and/or opinions and/or opinions expressed expressed therein do therein not necessarily do not necessarily reflect the reflect views theofviews N2 Publishing of N2 Publishing but remain but solely remainthose solelyofthose of the author(s). the author(s). The paidThe advertisements paid advertisements contained contained within the within Bucks theCounty Bucks REAL County Producers REAL Producers magazine magazine are not endorsed are not endorsed or recommended or recommended by N2 Publishing by N2 Publishing or the publisher. or the publisher. Therefore, Therefore, neither N2 neither Publishing N2 Publishing nor the nor publisher the publisher may be may held be liable heldorliable responsible or responsible for business for business practices practices of theseofcompanies. these companies.

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MM E EETE TT H TE HE

BBUUCCKKSS CCOOUUNNTTYY R ERAELA LP RPO RD OU DC UECRESR ST ETAEM AM

Tom Tom Goodwin Goodwin Owner/Publisher Owner/Publisher

Heather Heather Pluard Pluard WriterWriter

Thato Thato Dadson Dadson Premiere Premiere 360 Tours 360 Tours

LanieLanie Schaber Schaber WriterWriter

Photographer Photographer

If you are If you interested are interested in contributing in contributing or nominating or nominating REALTORS® REALTORS® for certain for certain stories,stories, pleaseplease email us email at Tom.Goodwin@realproducersmag.com. us at Tom.Goodwin@realproducersmag.com.

BeforeBefore

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PREFERRED PARTNERS PREFERRED PARTNERS

This section This section has been has been created created to give to you giveeasier you easier access access whenwhen searching searching for a for trusted a trusted real estate real estate affiliate. affiliate. Take Take a minute a minute to familiarize to familiarize yourself yourself with the withbusinesses the businesses sponsoring sponsoring your your magazine. magazine. These These local local businesses businesses are proud are proud to partner to partner with you withand youmake and make this magazine this magazine possible. possible. Please Please support support thesethese businesses businesses and thank and thank themthem for supporting for supporting the REALTOR® the REALTOR® community! community!

BUILDER BUILDER DeLuca DeLuca Homes Homes Joanne Joanne Marricone Marricone (267) (267) 756-1506 756-1506 www.delucahomes.com www.delucahomes.com

INSURANCE INSURANCE PHOTOGRAPHY PHOTOGRAPHY Goosehead Goosehead Insurance Insurance Premiere Premiere 360 Tours 360 Tours Eric Frain Eric Frain ThatoThato Dadson Dadson (267) (267) 760-3389 760-3389 (267) (267) 580-9813 580-9813 www.gooseheadinsurance. www.gooseheadinsurance.www.tdadsonphotography. www.tdadsonphotography. com com com com

HOME HOME INSPECTION INSPECTION EagleEagle Inspections Inspections LLC LLC MOLD MOLD REMEDIATION REMEDIATION PHOTOGRAPHY PHOTOGRAPHY / / Eric Schardinger Eric Schardinger Environmental Environmental MULTIMEDIA MULTIMEDIA (267) (267) 538-2292 538-2292 Mold Mold Solutions Solutions PlushPlush ImageImage Corporation Corporation www.eagleinspectionspa.com www.eagleinspectionspa.com Rick James Rick James Matt Robnett Matt Robnett (866)(866) 368-6653 368-6653 (215) (215) 630-2071 630-2071 VitaleVitale Inspection Inspection www.envmoldsolutions.com www.envmoldsolutions.com www.plushimage.com www.plushimage.com Services Services LLC LLC CarloCarlo VitaleVitale MORTGAGE MORTGAGE LENDER LENDER TITLETITLE COMPANY COMPANY (732) (732) 221-4711 221-4711 Access Access Mortgage Mortgage Lending Lending Affinity Affinity Land Land Services Services www.vitaleinspection.com www.vitaleinspection.com Howard Howard KredoKredo Nicole Nicole Malcolm Malcolm (215) (215) 498-1443 498-1443 (215) (215) 579-8800 579-8800 x201 x201 HOME HOME STAGING STAGING www.accessmortgage www.accessmortgage www.deedsearchers.com www.deedsearchers.com Staging Staging Craft Craft lending.com lending.com Nancy Nancy Vander Vander ZwanZwan First Partners First Partners Abstract Abstract (215) (215) 262-7306 262-7306 Citizens Citizens BankBank Company Company www.stagingcraft.com www.stagingcraft.com DavidDavid Dickinson Dickinson Joe Brogan Joe Brogan (609)(609) 792-7327 792-7327 (215) (215) 579-3223 579-3223 www.firstpartnersabstract. www.firstpartnersabstract. TAM TAM Lending Lending Center Center com com Jonathan Jonathan Bing Bing (609)(609) 558-8425 558-8425 www.cinchlending.com www.cinchlending.com

NN OO MM I NI N AT AE T EA AC C OO VV ER E RS T SO TO RY RY B U BC UK C S KCS OCUONUT N Y TY

B U C K S BCUO CU KN S TCYO U N T Y

C O N N EC O T INNNGE. C ET LI E N VGA. T EI LN EGV. A ITNI SN PGI .R I N S G P. I R I N G .

Mary Mary AnnAnn O’Keeffe O’Keeffe RE/MAX Properties RE/MAX Properties

Please Please send send all all nominations nominations to to

N E W T ON WENW T O W N

Celebrating Leaders: Celebrating Leaders: HEATHER WALTON &HEATHER WALTON & TODD MCCARTY TODD MCCARTY Class-Harlan Real Estate Class-Harlan Real Estate

Tom.Goodwin@realproducersmag.com Tom.Goodwin@realproducersmag.com 6 • February 6 • February 20202020

Rising Star: Rising Star: DAVE MARCOLLA DAVE MARCOLLA Keller Williams Newtown Keller Williams Newtown Preferred Partner Highlight: Preferred Partner Highlight: ERIC FRAIN ERIC FRAIN GOOSEHEAD INSURANCE GOOSEHEAD INSURANCE F&B Insurance AgencyF&B Insurance Agency

F E B R U A R Y 2F0E 2B 0R U A R Y 2 0 2 0


publisher’s publisher’s notenote

FEBRUARY FEBRUARY

NOTE NOTE Welcome Welcome to thetosecond the second issueissue of Bucks of Bucks County County Real Real Producers! Producers!

I can Iproudly can proudly say “Isay have “I have nevernever had ahad badameeting” bad meeting” whilewhile putting putting BucksBucks County County Real Real Producers Producers togethtogether. My er.goal My on goal every on every appointment appointment is to walk is to walk awayaway feeling like Ilike made I made somesome type of type positive of positive impact impact on on EachEach month, month, we will weshare will share the stories the stories of of feeling the other person. person. Funny Funny enough, enough, I always I always leaveleave my my REALTORS®, REALTORS®, top-producing top-producing teamsteams and and the other appointments feeling feeling like that like person that person had ahad positive a positive brokerages, brokerages, risingrising stars,stars, and one andofone ourofpreour pre-appointments Tom Goodwin Tom Goodwin ferred impact on me. onThat’s me. That’s whatwhat I loveI about love about the real theesreal esferred partners. partners. For the Formonth the month of February, of February,impact Owner/Publisher Owner/Publisher tate community and our andaffiliates our affiliates in Bucks in Bucks County. County. we would we would like to like congratulate to congratulate MaryMary Ann Ann tate community O’Keeffe O’Keeffe with with RE/MAX RE/MAX Properties Properties for being for being nominated nominated and selected and selected for the forfeatured the featured cover cover story,story, Heather Heather It is an It is indescribable an indescribable feeling feeling to nottoonly not be only welbe welWalton Walton and Todd and Todd McCarty, McCarty, and their and their energetic energetic teamteam of agents of agents at atcomed comed into the intoBucks the Bucks County County real estate real estate communicommuniseetohow see much how much it hasitbeen has been embraced embraced by allby all Class-Harlan Class-Harlan Real Real Estate Estate for our forcelebrating our celebrating leaders leaders feature, feature,ty buttytobut and Dave and Dave Marcolla Marcolla at Keller at Keller Williams Williams Newtown Newtown for our forrising our rising of you. of The you.friendships The friendships and relationships and relationships that have that have built built in such in such a short a short period period of time of time are what are what star star feature! feature! And finally, And finally, Eric Frain, Eric Frain, owner owner of Goosehead of Goosehead InsurInsur-been been ance ance – F&B – Insurance F&B Insurance Agency Agency for being for being our Preferred our Preferred Partner Partner makemake me love me doing love doing whatwhat I do every I do every singlesingle day. day. of theofmonth! the month! Getting Getting to sitto down sit down and hear and hear the stories the stories behind behind the the REALTORS® REALTORS® and businesses and businesses we work we work with with is what is what makes publishing publishing this magazine this magazine so enjoyable. so enjoyable. In In By now, By now, manymany of youofare youfamiliar are familiar with with BucksBucks County County Real Real Pro- Pro- makes today’s technology-driven technology-driven society, society, we tend we tend to forget to forget ducers. ducers. You are Youreceiving are receiving this publication this publication because because you are youaare topa top today’s thatpeople the people we interact we interact with with everyday everyday are peoare peoreal estate real estate agentagent in Bucks in Bucks County, County, PA. There PA. There is no is feenoorfee cost or for cost forthat the pleyou likeand youme. andOur me.goal Our is goal to not is toonly not create only create REALTORS® REALTORS® to beto featured be featured in theinpublication the publication or to or attend to attend our our ple like the highest caliber caliber networking networking platform platform for the forREthe REquarterly quarterly socialsocial events. events. We simply We simply recognize recognize the REALTORS® the REALTORS® the highest ALTORS® ALTORS® and affiliates and affiliates in theinbusiness the business but tobut bring to bring that are thatthe arebest the in best theinbusiness. the business. ManyMany of youofhave you have recommended recommended theestate real estate community community together together and truly and truly get toget to our Preferred our Preferred Partners, Partners, who not whoonly not support only support this publication this publication the real one another. one another. Through Through this publication, this publication, our our but do but the dobest the work best work in theinentire the entire BucksBucks County County and surrounding and surroundingknowknow mediamedia pages, pages, and our andquarterly our quarterly socialsocial events, events, areas.areas. EveryEvery one ofone ourofPreferred our Preferred Partners Partners are recommended, are recommended, socialsocial we could not be not more be more excited excited to seetothe seeimpact the impact Real Real vetted, vetted, and approved and approved by Real by Real Producers. Producers. We do We this doto this ensure to ensure we could Producers is going is going to have to have in Bucks in Bucks County! County! that you thatand youyour and your clients clients receive receive the most the most reliable, reliable, ethical, ethical, and and Producers exceptional exceptional service service everyevery step of step theofway. the way. One of One theofmost the most fulfilling fulfilling aspects aspects of this ofjourney this journey so farsohas farbeen has been Tom Goodwin Tom Goodwin the opportunity the opportunity to meet to meet with with so many so many unique unique and successful and successful peo- peoOwner/Publisher, Owner/Publisher, BucksBucks County County Real Producers Real Producers ple along ple along the way. the way. WhileWhile everyevery REALTOR® REALTOR® and business and business I meet I meet Tom.Goodwin@realproducersmag.com Tom.Goodwin@realproducersmag.com with with is so is different, so different, they all they have all have one thing one thing in common. in common. Integrity. Integrity.(215) (215) 431-7475 431-7475 www.realproducersmag.com www.realproducersmag.com •7 •7


MARY MARY ANN ANN O’ O’KKEEEEFFFFEE RE/MAX RE/MAX Properties Properties Newtown Newtown

feature feature cover cover story story PhotosPhotos by Thato by Thato Dadson Dadson Story by Story Lanie by Lanie Schaber Schaber

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hen hen meeting meeting MaryMary Ann Ann O’Keeffe, O’Keeffe, Owner Owner of The of The O’Keeffe O’Keeffe Team, Team, for the for the

first first time,time, it is apparent it is apparent that that through through true true grit, grit, she she is self-made. is self-made. MaryMary Ann Ann comes comes fromfrom a background a background of hard of hard work; work; all 4all of 4her of Irish her Irish grandparents grandparents immigrated immigrated to New to New YorkYork in the in the 1920s 1920s withwith nothing nothing to their to their names. names. MaryMary Ann’s Ann’s history history inspired inspired her her to betoabe go-getter. a go-getter. She She saw saw an an opportunity opportunity through through real real estate estate to to buildbuild a successful a successful business business and and make make a positive a positive impact impact on people’s on people’s lives.lives. So she So she tooktook it. it.

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a successful, tight-knit real estate a successful, tight-knit real estate team,team, Ann attended Ann attended Iona Iona College College in New in New York.York. Born Born in Pearl in Pearl River,River, New New York,York, MaryMary MaryMary the O'Keeffe partnered with RE/ the O'Keeffe team,team, partnered with RE/ During her junior her junior year,year, MaryMary Ann worked Ann worked the night the night Ann was Annthe was5th theout 5thofout 9 children. of 9 children. She SheDuring Between herand son and MAX.MAX. Between MaryMary Ann, Ann, her son in Manhattan in Manhattan from from 7 pm 7-7pm am-7atam Merrill at Merrill and her andsiblings her siblings played played Irish Irish musicmusic shift shift partner J.P O'Keeffe, buyer’s specialists, J.P O'Keeffe, buyer’s specialists, Lynch, attending attending her classes her classes during during the day. the Alday. Al- partner together together as a family as a family band—The band—The DolanDolanLynch, Reamer and Marisa Bierman, KellyKelly Reamer and Marisa Bierman, though MaryMary Ann was Annexhausted was exhausted with with her non-stop her non-stop Family Family Band.Band. MaryMary Ann played Ann played the the though and marketing assistant, Barone, and marketing assistant, Amy Amy Barone, schedule, schedule, she paid she her paidown her way own and waypushed and pushed to to violinviolin and was andawas leada singer. lead singer. The Dolan The Dolan The O'Keeffe sold 80 units TeamTeam sold 80 units last last her degree. her degree. A lesson A lesson she tells she us tells she uslearned she learnedThe O'Keeffe Family Family BandBand put out putanout album an album in thein the finishfinish year awith total volume ofmillion. $40 million. totala volume of $40 on inon life, in“Generally life, “Generally we are werewarded are rewarded whenwhen year with 80s, traveling 80s, traveling all over all Ireland over Ireland and and earlyearly “Every member our team “Every member of ourofteam bringsbrings we choose to take to the takeharder the harder road."road." the states, the states, even even playing playing in theinWhite the White we choose something valuable the table,” something valuable to thetotable,” says says House House for President for President Reagan! Reagan! Also Also a a Weexcited are excited Ann. Ann. We are aboutabout the the The foundation of Mary of Mary Ann’sAnn’s being—her being—her incredible incredible MaryMary competitive competitive Irish Irish dancer, dancer, MaryMary Ann Ann The foundation growth the business!” growth of theofbusiness!” ethic—paid ethic—paid off when off when it wasitapplied was applied to thetoreal the real futurefuture competed competed in theinIrish the Irish Dancing Dancing World Worldworkwork world.world. She spent She spent the first the10 first years 10 years of herofreal heresreal esChampionships Championships whenwhen she was sheawas teena teen-estateestate Everyone Ann what Everyone asks asks MaryMary Ann what tate career with Coldwell with Coldwell Banker, Banker, “It was “Itawas great a great learn-learnager. ager. Later,Later, MaryMary Ann founded Ann founded The The tate career her‘secret’ to estate real estate is. "Quite to real is. "Quite ing experience for me,” for she me,”says. she says. MaryMary Ann now Annruns now runsher‘secret’ Claddagh Claddagh Academy Academy of Irish of Irish Dance. Dance. ing experience 10 • February 10 • February 20202020


of Philadelphia of Philadelphia and and Project Children, which Project Children, which supports and provides supports and provides forchildren the children safetysafety for the of Northern Ireland. of Northern Ireland. For Mary family For Mary Ann, Ann, family is everything. reallyreally is everything. Her Her family was actually family was actually the the motivation she needed motivation she needed do in well inestate. real estate. to doto well real Ann first WhenWhen MaryMary Ann first became a REALTOR®, became a REALTOR®, sheno had no choice she had choice but but be successful. to beto successful. She She andhusband, her husband, and her Jim, Jim, are proud parents are proud parents to to 4 children, J.P. and their their 4 children, J.P. and Danny who both Danny who both grad-graduateduated from from PennPenn State.State. is aalso a partner J.P. isJ.P. also partner Ann on The with with MaryMary Ann on The O’Keeffe O’Keeffe Team.Team. MaryMary AnnJim andalso Jim have also have Ann and daughters, twin twin daughters, KieraKiera and Lauren, who curand Lauren, who curattend As a family, attend PennPenn State.State. As a family, She elaborates, feel fulfilled can aid rentlyrently She elaborates, “I feel“Ifulfilled whenwhen I canIaid the O'Keeffe’s taking trip each the O'Keeffe’s enjoyenjoy taking a tripaeach buyers and sellers, whether it’s answering buyers and sellers, whether it’s answering the week before the holidays, the week before the holidays, as as buyers’ questions, or complimentary staging ayear year buyers’ questions, or complimentary staging a it is generally a quieter in real a quieter time time in real client’s home." The O’Keeffe operates client’s home." The O’Keeffe TeamTeam operates at atit is generally estate. “Instead of buying “Instead of buying stuff stuff we we a high-level, concierge service; of Mary estate. a high-level, concierge service; a lot aoflot Mary I really the ‘experineed,need, I really enjoyenjoy the ‘expericlients calltoher askher foradvice her advice Ann’sAnn’s clients call her asktofor on on don’tdon’t can my givefamily,” my family,” explains I can Igive explains referral suggestions a variety of different ence’ence’ referral suggestions for a for variety of different Work-life balance Ann. Ann. Work-life balance as a as a services. the ‘O'Keeffe Connection’!” MaryMary services. “I call“Iitcall theit‘O'Keeffe Connection’!” REALTOR® can be difficult, though, REALTOR® can be difficult, though, she laughs. she laughs. and Mary Ann credits Jimher and her and Mary Ann credits Jim and children for being involved for being involved in thein the Operating in a niche a majority of The children Operating in a niche area,area, a majority of The business and supporting business and supporting her inher anyin any O’Keefe Team’s business is focused within O’Keefe Team’s business is focused within way can. they “It’s can. been “It’s been real 'family a reala'family Yardley/Newtown andsurrounding the surrounding Yardley/Newtown and the area.area. way they venture',” she says. she says. extremely knowledgeable in area this area venture',” BeingBeing extremely knowledgeable in this has allowed the Team’s service to operate the Team’s service level level to operate honestly, no substitute honestly, therethere is noissubstitute for for has allowed Looking intofuture, the future, into the MaryMary Ann Ann the it way it does—held to very standards. Looking the way does—held to very high high standards. work," she says. When hard hard work," she says. When MaryMary is working on building the business on building the business “I scan thesheet hot sheet few times day. If is working “I scan the hot a fewatimes each each day. If Ann first started an agent, Ann first started as anas agent, she she adapting to trends new trends adapting to new and and someone a property, chances calls calls aboutabout a property, chances are I are I whilewhile worked 100-120 a week, someone easilyeasily worked 100-120 hourshours a week, technology. The O'Keeffe The O'Keeffe TeamTeam vetted it, shown it,Iand can suggest also suggesttechnology. vetted it, shown it, and canIalso staying the office am. "As have have staying in theinoffice until until 3 am.3"As prides on being cutting-edge itselfitself on being cutting-edge in in a listing thattheir fits their thathit willthe hit the prides that fits needsneeds that will a REALTOR®, I knew was impera- a listing a REALTOR®, I knew it wasit imperaan ever-changing market. It is also market. It is also market, possibly before hitsmarket the market possibly before it hitsitthe next nextan ever-changing tive to intentionally runbusiness the business market, tive to intentionally run the important for Mary Ann to leave a important for Mary Ann to leave a week,” explains explains MaryMary Ann. Ann. recalls “I always side,”side,” recalls MaryMary Ann.Ann. “I always tell tellweek,” legacy forfamily. her family. will do whatlegacy for her “I will“Ido whatpeople, I’mjust not ajust a REALTOR®, people, I’m not REALTOR®, I’m I’m to create and offer opporcan Itocan create and offer opporThe most rewarding of estate real estate rewarding facetfacet of real for for ever Iever a business owner happens to sellThe most a business owner who who happens to sell tunities my team, as as well to mytoteam, as well myas my Ann the opportunity to back give back MaryMary Ann is theisopportunity to give not not tunities real estate.” real estate.” children, setting an example whilewhile setting an example of of locally, but globally, her Irish only only locally, but globally, to hertoIrish roots.roots. children, where can you,” take you,” where hard hard workwork can take says says She supports Shamrock and Autism Shamrock ReinsReins and Autism Making it a point to treat Making it a point to treat everyevery clientclient She supports “I have the responsibility MaryMary Ann. Ann. “I have the responsibility Speaks and dear her heart personally), (near(near and dear to hertoheart personally), equally, Ann aims to make equally, MaryMary Ann aims to make each each Speaks to grow I started. love it!” whatwhat I started. I loveI it!” supporting the Children’s Hospital to grow alongalong with with supporting the Children’s Hospital feel as if they are‘only’ her ‘only’ client. clientclient feel as if they are her client. www.realproducersmag.com www.realproducersmag.com • 11 • 11


rising rising starstar PhotosPhotos by Thato by Thato Dadson Dadson Story by Story Heather by Heather PluardPluard

DAVE DAVE MMAARRCCOOLLLLAA Keller Keller Williams Williams Newtown Newtown

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La Salle La Salle University. University. At 22,Athe22, was heawas bank a bank lot oflot people of people have have midlife midlife from from manager. By 26, Byhe26, was hemanaging was managing 10 banks 10 banks and 100 and 100 crises, crises, but very but very few turn few turn manager. employees. ThenThen he decided he decided to gettointo get marketing into marketing out asout unbelievably as unbelievably well as well as employees. and went to work to work for AT&T, for AT&T, where where he became he became a a DaveDave Marcolla’s. Marcolla’s. Turning Turning 40 sparked 40 sparkedand went National Director Director of Product of Product Marketing. Marketing. His hiring His hiring his quest his quest for that for elusive that elusive “something “somethingNational manager left for leftComcast for Comcast and later and later recruited recruited DaveDave moremore meaningful” meaningful” in life. inHe life.found He found manager tohim. join him. it in real it inestate. real estate. Just two Justyears two years after after to join becoming becoming a REALTOR®, a REALTOR®, DaveDave has has “Because “Because I grew I grew up somewhat up somewhat poor,poor, I always I always looked looked $14 million $14 million in sales in sales underunder his belt hisand belt and for with jobs with security security — like —alike 401K, a 401K, continuing continuing ed ed zero regrets zero regrets aboutabout leaving leaving the corpothe corpo-for jobs and health and health benefits,” benefits,” explains explains Dave.Dave. “I followed “I followed that that rate world. rate world. path path and didn’t and didn’t take risks. take risks. But life Butislife short, is short, and Iand I wanted wanted a career a career that Ithat enjoyed I enjoyed and was andpassionate was passionate “I appreciated “I appreciated my career my career at Comcast,” at Comcast,” doingdoing everyevery day.” day.” DaveDave says.says. “I was “Iawas senior a senior director director aboutabout of National of National SalesSales and Marketing and Marketing and and A career A career in real inestate real estate was awas natural a natural fit. After fit. After leaving leaving had ahad 14-billion-dollar a 14-billion-dollar annual annual revenue revenue Comcast, Comcast, DaveDave attended attended the Princeton the Princeton School School of of target. target. I wasImaking was making greatgreat money, money, but but Real Estate for training. for training. AfterAfter getting getting his license his license in in it wasn’t it wasn’t fulfilling. fulfilling. I’ve always I’ve always had ahad a Real Estate both New Jersey Jersey and Pennsylvania, and Pennsylvania, he joined he joined a small a small strong strong desiredesire to help to people, help people, and Iand I both New boutique real estate real estate company company in Bucks in Bucks County. County. wanted wanted moremore control control over over my life.” my life.” boutique “I had“Ienough had enough money money stashed stashed to paytothe paybills thefor bills one for one DaveDave grewgrew up inup theincoal-mining the coal-mining he says. he says. “I didn’t “I didn’t have any haveclients any clients or listings or listings for for region region of Northeast of Northeast Pennsylvania. Pennsylvania. year,”year,” thefive firstmonths, five months, but I stayed but I stayed focused focused and engaged and engaged His dad Hisworked dad worked nights, nights, and his andmom his momthe first withcommunity. the community. I tookI extra took extra floor floor time,time, calledcalled held down held down two jobs. two jobs. TheyThey taught taught him himwith the my sphere of influence, of influence, volunteered volunteered to host to open host open to work to work hard hard and make and make the most the most of of on myonsphere houses and went and went to a lot to of a lot networking of networking events. events. Six Six everyevery opportunity. opportunity. He was Hethe wasfirst the in first inhouses months into my intofirst myyear, first year, I got my I gotfirst mylisting first listing and aand a his family his family to goto togo college, to college, earning earning a a months couple of buyers. of buyers. I grewI grew my business my business from from there.” there.” bachelor’s bachelor’s degree degree in marketing in marketing from from couple Bloomsburg Bloomsburg University University and an and MBA an MBA

12 • February 12 • February 20202020


www.realproducersmag.com www.realproducersmag.com • 13 • 13


““

Everyone Everyone herehere wants wants to lift toeach lift each other other up. up. My best My best advice advice to to newnew agents agents is toisfind to find a company a company thatthat has has an excellent an excellent training training program. program. Also,Also, put put yourself yourself out there out there and and make make things things happen… happen… it’s hard it’s hard work, work, but but anything anything worth worth doing doing is is always always tough tough at first. at first.

””

County County Herald Herald and was and awas a Part of Part theofreason the reason DaveDave is so is successso success-BucksBucks finalist for Bucks for Bucks County’s County’s Best Best Real Real ful isful that is he that takes he takes the customer the customer ex- ex- finalist Estate AgentAgent in Happenings in Happenings Mag-Magperience perience to thetonext the level. next level. “My motto “My mottoEstate finishing finishing second. second. One for One for is, ‘Expect is, ‘Expect Better,’” Better,’” he says. he says. “I strive “I strive azine,azine, always learning, learning, DaveDave recently recently to doto that do for thatevery for every client, client, and it’s and it’s always completed the Leadership the Leadership Academy Academy helped helped me build me build momentum. momentum. People People completed the Bucks County County Association Association of of started started to refer to refer me right me right away,away, basedbasedat theatBucks REALTORS® and isand currently is currently com-comon their on their experience experience working working with with or or REALTORS® pleting coursework coursework for his forBrokers his Brokers even even just knowing just knowing me. Now me. Now 90% of 90% of pleting license. license. WhenWhen he isn’t he isn’t helping helping clients clients my business my business is word-of-mouth.” is word-of-mouth.” meetmeet theirtheir real estate real estate goals,goals, DaveDave enjoys restoring restoring his 200-year-old his 200-year-old DaveDave thinks thinks agents agents should should expect expect enjoys farmhouse farmhouse and quality and quality time time with with better, better, too. “I too. switched “I switched to Keller to Keller his partner and their and their two dogs. two dogs. He He Williams Williams because because they are theyall are about all about his partner is a Board Member Member of theofNewtown the Newtown agentagent development, development, mentorship, mentorship, and andis a Board Business Association Association and serves and serves as as profit-sharing,” profit-sharing,” he explains. he explains. “Every“Every- Business Vice-Chair of theofBoard the Board of Direcof Direcone here one here wantswants to lifttoeach lift each otherother up. up. Vice-Chair torsEvent and Event and Marketing and Marketing ChairChair My best My advice best advice to new to agents new agents is to is to tors and the Cancer Support Support Community Community find afind company a company that has thatan has excellent an excellentat theatCancer Greater Philadelphia. Philadelphia. training training program. program. Also,Also, put yourself put yourself Greater out there out there and make and make things things happen… happen… Dave Marcolla Dave Marcolla in front inof front of like paytoitpay forward,” it forward,” DaveDave says.says. his Solebury his Solebury listing.listing. it’s hard it’s hard work,work, but anything but anything worthworth “I like“Ito He also He loves also loves seeing seeing his clients his clients doingdoing is always is always toughtough at first.” at first.” of theofcorporate the corporate grind,grind, selling selling a house a house is is overcome overcome with with joy when joy when they sell they sell hustlehustle far from overwhelming,” overwhelming,” he smiles. he smiles. “And“And it’s much it’s much their their househouse quickly quickly or buy orthe buyhome the home far from Last year, Last year, DaveDave won the wonREALthe REALmeaningful.” meaningful.” of their dreams. dreams. “Compared “Compared to theto the moremore TORS® TORS® Among Among Us Award Us Award fromfrom the the of their 14 • February 14 • February 20202020


High High Quality Quality Real Real Estate Estate

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Business: Business: 267-580-9813 267-580-9813 | www.premiere360tours.com | www.premiere360tours.com LikeLike us on usFacebook on Facebook | www.facebook.com/premiere360tours | www.facebook.com/premiere360tours www.realproducersmag.com www.realproducersmag.com • 15 • 15


The Class-Harlan The Class-Harlan agentsagents at the at James the James A. Michener A. Michener Art Museum. Art Museum.

celebrating celebrating leaders leaders

Heather HeatherWalton Walton && Todd ToddMcCarty McCarty CLASS-HARLAN CLASS-HARLAN REAL REAL ESTATE ESTATE — DOYLESTOWN, — DOYLESTOWN, PAPA PhotosPhotos by Thato by Thato Dadson Dadson | Story| by Story Heather by Heather PluardPluard

16 • February 16 • February 20202020


Heather Heather WaltonWalton & Todd&McCarty. Todd McCarty.

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he Rotarian he Rotarian motto motto of “Service of “Service Above Above Self ”Self perfectly ” perfectly describes describes ClassClassHarlan Harlan RealReal Estate. Estate. This This privatelyprivatelyowned, owned, boutique boutique agency agency has been has been serving serving Central Central Bucks Bucks County County and and the surrounding the surrounding areaarea for more for more thanthan 57 years. 57 years. Located Located in the in the heartheart of Historic of Historic Doylestown Doylestown Borough Borough sincesince 1963,1963, Class-Harlan Class-Harlan has ahas reputation a reputation for for exceeding exceeding client client expectations expectations and and proudly proudly Todd and Todd Heather and Heather find funfind and fun humor and humor every day every in day every in situation. every situation. supporting supporting the community. the community.

taining the spirit the spirit of theoffirm, the firm, they’ve they’ve mademade manymany “Class-Harlan “Class-Harlan agents agents have big havehearts, big hearts, muchmuch like our like our taining updates. updates. TheyThey gave gave the building the building a complete a complete facelift, facelift, founders: founders: Herb Herb ClassClass and Neal and Harlan,” Neal Harlan,” says co-owner says co-owner redesigned redesigned their their website website to beto more be more dynamic dynamic and and Heather Heather Walton. Walton. “Our “Our agents agents give back give to back thetocommuthe commuuser-friendly, implemented implemented state-of-the-art state-of-the-art tech-technity by nity sharing by sharing their their talents talents in coaching, in coaching, mentoring, mentoring, user-friendly, nology for the foragents, the agents, restructured restructured the management the management advising, advising, counseling, counseling, tutoring, tutoring, and fundraising. and fundraising. You’llYou’llnology and redesigned and redesigned their their marketing. marketing. find us find sitting us sitting on municipal on municipal boards, boards, volunteering volunteering in in team,team, churches, churches, and helping and helping out atout ouratkids’ our schools. kids’ schools. We We “We believe, “We believe, ‘You are ‘Youbuying are buying moremore than than a home, a home, you you love Bucks love Bucks County. County. It’s our It’scommunity, our community, too!” too!” are buying are buying a lifestyle,’” a lifestyle,’” Heather Heather says.says. “We focus “We focus on on the bigger the bigger picture picture of theofhome the home buying buying process. process. For For Heather Heather Walton Walton and Todd and Todd McCarty, McCarty, Broker Broker of of example, example, our website our website has ahas Concierge a Concierge Page,Page, a coma comRecord, Record, partnered partnered together together in ownership in ownership of Class-Harlan of Class-Harlan Real Real Estate Estate in 2014. in 2014. WhileWhile main-mainwww.realproducersmag.com www.realproducersmag.com • 17 • 17


us of areusambassadors are ambassadors for the for the This This team-based team-based approach approach is part is of part theofreason the reason “All of“All munity munity page,page, and aand bloga page, blog page, each each of- ofcommunity,” says Heather. says Heather. “We believe “We believe Class-Harlan Class-Harlan is experiencing is experiencing terrific terrific growth growth of of community,” feringfering a tremendous a tremendous resource resource to those to those in supporting local local businesses, businesses, givinggiving talented salessales professionals. professionals. Agents Agents describe describe the the in supporting looking looking to buy toor buy sell orreal sellestate.” real estate.” talented and sharing and sharing talents. talents. ManyMany of us of us workwork environment environment as funasand funencouraging. and encouraging. “While “Whileback,back, lived lived in and/or in and/or raisedraised a family a family in in the sales teamteam are independent are independent contractors, contractors, and inand inhave have WhileWhile thesethese new updates new updates are driving are drivingthe sales this community for 20-plus for 20-plus years.” years.” reality reality are inare competition in competition with with each each other,other, that is that is this community new clients new clients to Class-Harlan, to Class-Harlan, old-fashold-fashnottone the tone in theinoffice,” the office,” Heather Heather says.says. “It’s always “It’s always ionedioned customer customer service service is keeping is keeping not the of Class-Harlan of Class-Harlan agents agents are REALare REALthe best the interest best interest of theofclient. the client. Our office Our office of- of- MostMost themthem there.there. “Our“Our goalsgoals are based are based on on aboutabout TORS®, TORS®, and aand couple a couple have more have more than than community a community of support, of support, expertise, expertise, and sharing and sharing our client’s our client’s goal,”goal,” says Todd. says Todd. “We are “We arefers afers 30-years of experience. of experience. In theInrare thecase rare case that directly benefits benefits the client the client and allows and allows us to us to 30-years service-oriented service-oriented and results-driven. and results-driven. that directly of a newly-licensed of a newly-licensed hire, the hire,firm thehas firm has as individuals.” as individuals.” REALTORS® REALTORS® are often are often “first“first friends” friends”growgrow developed developed a mentoring a mentoring program program to help to help for their for their home-buying home-buying clients, clients, and and withlearning the learning curve.curve. “We give “Weall give of all of Heather and Todd and Todd are approachable are approachable owners owners and and with the that’sthat’s an honor an honor we take we very take very seri- seri- Heather our agents our agents tools tools for growth, for growth, support support for for salespeople. salespeople. TheyThey each each have have 19 years 19 years of of ously.ously. We’reWe’re growing growing a sales a sales teamteam activeactive learning, and aand great a great set-upset-up for a sucfor a sucreal estate salessales experience experience and are andwell-versed are well-versed in inlearning, that has thatintegrity has integrity and cares and cares aboutabout real estate cessful careercareer in realinestate,” real estate,” says Todd. says Todd. marketing, managing, managing, and budgeting. and budgeting. Both Both remain remain cessful both both their their clients clients and each and each other.other. We Wemarketing, top-producing REALTORS® REALTORS® whilewhile managing managing the the offer offer a family a family atmosphere atmosphere here,here, and and top-producing Theeven firm offers even offers a program a program for for day-to-day activities activities of theofbrokerage. the brokerage. TheyThey are are The firm we know we know we can wecount can count on each on each otherotherday-to-day retiring or part-time or part-time REALTORS® REALTORS® also recognized also recognized business business leaders leaders in theincommunity. the community.retiring personally personally and professionally.” and professionally.” 18 • February 18 • February 20202020


calledcalled Class-Harlan Referral. “It takes Class-Harlan Referral. “It takes a lot of time, devotion, and money to to a lot of time, devotion, and money become a REALTOR®,” says Todd. “But “But become a REALTOR®,” says Todd. life can down different paths,paths, lifetake canus take us down different somesome of which are beyond our control. of which are beyond our control. Class-Harlan Referral is a place for for Class-Harlan Referral is a place agents to hang their their license instead of letting it expire. agents to hang license instead of letting it expire. Our Referral Agents collect a 25%a‘referral fee’ for Our Referral Agents collect 25% ‘referral fee’ for referring their their friends, familyfamily members, business referring friends, members, business associates, and past to work with awith REALassociates, andclients past clients to work a REALTOR®. We’veWe’ve had referrals placed anywhere from from TOR®. had referrals placed anywhere Pennsylvania to around the globe. The process is easy, Pennsylvania to around the globe. The process is easy, and Referring Agents knowknow our team will provide and Referring Agents our team will provide professional, dedicated services for what is often the the professional, dedicated services for what is often most most important transaction of their client’s life.” life.” important transaction of their client’s Class-Harlan Referral program lets agents who are Class-Harlan Referral program lets agents who are switching gearsgears still generate income off ofoff allof their switching still generate income all their Any agent with with a current real estate license can can hard hard Any agent a current real estate license work.” work.” sign up forupthe Requirements for a for a sign forprogram. the program. Requirements referral statusstatus is $50 year, whichwhich includes costscosts One of referral isa$50 a year, includes Heather’s favorite quotes is by is Maya Ange-AngeOne of Heather’s favorite quotes by Maya for E&O insurance and you to mainfor E&O insurance andwill youneed will need to mainlou. “People will forget whatwhat you said, people will will lou. “People will forget you said, people tain 14-hours of continuing education everyevery two two forgetforget tain 14-hours of continuing education whatwhat you did, will never forgetforget youbut did,people but people will never years.years. “An active real estate license can be costly “An active real estate license can be costly how you themthem feel.”feel.” Class-Harlan applies that that howmade you made Class-Harlan applies for someone not focusing on sales as their primafor someone not focusing on sales as their prima- sentiment to itsto agents and their community, striv-strivsentiment its agents and their community, ry source of income,” says Todd. “Fees“Fees and dues ry source of income,” says Todd. and dues ing toing serve, empower, and support everyone who who to serve, empower, and support everyone typically add up toup more than than $1,000 annually. The Thecalls calls typically add to more $1,000 annually. BucksBucks County home.home. County

The Class-Harlan The Class-Harlan office office locatedlocated right inright the heart in theof heart of Doylestown Doylestown Borough. Borough.

www.realproducersmag.com www.realproducersmag.com • 19 • 19


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Eagle Eagle Inspections Inspections LLC LLC Office: Office: 267-538-2292 267-538-2292 Email: Email: eagleinspect@gmail.com eagleinspect@gmail.com Website: Website: http://www.eagleinspectionpa.com/ http://www.eagleinspectionpa.com/

Phone: Phone: 866.368.6653 866.368.6653 | Email: | Email: info@envmoldsolutions.com info@envmoldsolutions.com Proudly Proudly serving serving Residential, Residential, Commercial, Commercial, Industrial Industrial and and Institutional Institutional customers customers in Southeastern in Southeastern Pennsylvania. Pennsylvania. www.realproducersmag.com www.realproducersmag.com • 21 • 21


ERIC ERIC preferred preferred partner partner highlight highlight

FF RR AA I I NN——OWNER OWNER GOOSEHEAD GOOSEHEAD INSURANCE INSURANCE —— F&B F&B INSURANCE INSURANCE AGENCY AGENCY PhotosPhotos by Thato by Thato Dadson Dadson

AfterAfter a fewayears few years of learning of learning the business the business and and obtaining obtaining my insurance my insurance licenses, licenses, I wasI presented was presented Goosehead Goosehead Insurance Insurance is a rapidly is a rapidly growing growing indepenindepen-with with an opportunity an opportunity I couldn’t I couldn’t pass pass on. That on. That op- opdent dent personal personal lines lines insurance insurance company company and was and was portunity portunity led me ledtome where to where I am Itoday am today as anas agency an agency founded founded on the onpremise the premise that the thatconsumer the consumer should should owner owner with with Goosehead Goosehead Insurance. Insurance. be at be theatcenter the center of their of their universe universe and that and everythat everythingthing we (the we agents) (the agents) do should do should be directed be directed at proat pro-WhatWhat sets your sets your business business apartapart from from similar similar ones?ones? vidingviding extraordinary extraordinary value.value. Our Goosehead Our Goosehead agency agencyAs anAs agency, an agency, we firmly we firmly believe believe in keeping in keeping the the is a locally is a locally owned/operated owned/operated officeoffice that specializes that specializes customer customer at theatforefront the forefront of ourofbusiness. our business. Not only Not only in one-stop in one-stop shopping! shopping! We can Weoften can often meetmeet all ofall ourof ourdo wedodemonstrate we demonstrate this on this theoncustomer the customer service service customer’s customer’s insurance insurance needsneeds as weasprovide we provide coverage coverage level,level, but bybut theby“power the “power of choice,” of choice,” the customer the customer has has for auto, for auto, home,home, condo/renters, condo/renters, and small and small busi-busi- through through us asus well. as well. Our agency Our agency platform platform represents represents ness ness insurance insurance underunder one roof. one roof. We also We work also work with withover 25 over carriers 25 carriers that offer that offer a wide a wide variety variety of coverage of coverage REALTORS®, REALTORS®, mortgage mortgage brokers, brokers, loan officers loan officers and and options options and price and price points. points. This is This a big is athing big thing that septhat sepfinancial financial advisors advisors to help to insure help insure their their clients clients and and aratesarates us from us from traditional traditional insurance insurance agencies agencies today.today. makemake sure they sure get theythe getsame the same exceptional exceptional service service We can Weoften can often find afind better a better valuevalue for the forcustomer’s the customer’s through through our agency. our agency. insurance insurance dollardollar without without sacrificing sacrificing quality quality coverage coverage and/or and/or service. service. We assist We assist our clients our clients by taking by taking the the What’s What’s your your story?story? Briefly Briefly describe describe key factors key factors that that hasslehassle out ofout shopping of shopping for their for their insurance. insurance. Briefly Briefly describe describe exactly exactly whatwhat your your company company does/the does/the services services it provides. it provides.

led you ledto you where to where you are younow are professionally. now professionally.

My family My family and Iand are Ioriginally are originally fromfrom Philadelphia, Philadelphia, WhatWhat do you domost you most wantwant REALTORS® REALTORS® to know to know aboutabout and all and remain all remain local local to this to day. this Growing day. Growing up inup thein theyour your business? business? Far NE FarofNE Philadelphia, of Philadelphia, I graduated I graduated fromfrom Arch-Arch- We would We would love the loveopportunity the opportunity to partner to partner with with you/ you/ bishop bishop RyanRyan High High School. School. FromFrom there,there, I attendI attend- your your officeoffice and prove and prove our value our value to you toand youyour and your cli- clied Bloomsburg ed Bloomsburg University, University, where where I majored I majored in in ent(s). ent(s). In theInbusiness the business relationships relationships we’vewe’ve already already Finance Finance and was and awas member a member of theofbaseball the baseball team.team. established, established, our agency our agency understands understands the importhe imporUponUpon receiving receiving my degree, my degree, I went I went on toon play to proplay pro-tancetance of availability, of availability, quickness, quickness, and quality and quality product product fessional fessional baseball baseball for three for three yearsyears before before hopping hopping for our forpartner’s our partner’s clientclient base...specifically base...specifically during during the the into the intoinsurance the insurance industry. industry. I wasI able was to able doto sodo so home-buying home-buying process. process. During During that process, that process, we have we have through through the guidance the guidance of myoftwo myolder two older brothers brothers helped helped our partners’ our partners’ clients clients out successfully out successfully due to due to who were who were already already established established in theinindustry. the industry. our high our close high close ratesrates as weashave we have multiple multiple carriers carriers to to 22 • February 22 • February 20202020


www.realproducersmag.com www.realproducersmag.com • 23 • 23


shop shop the business the business with.with. This This is great is great for the for the client, client, but equally but equally as beneficial as beneficial for the forREALthe REALTOR®TOR® as this aschecks this checks off another off another box inbox order in order to gettotoget thetosettlement the settlement tabletable quicker. quicker. WhatWhat do you do find you most find most fulfilling fulfilling aboutabout your your work? work?

WhenWhen I speak I speak to new/potential to new/potential customers, customers, before before getting getting into insurance into insurance talk, talk, I really I really enjoyenjoy building building rapport rapport with with themthem first. first. As that As that conversation conversation takestakes shape, shape, and we andmove we move onto onto insurance, insurance, I loveI explaining love explaining how insurance how insurance works. works. I enjoy I enjoy explaining explaining to thetocustomers the customers how their how their coverage coverage works works for them for them in thein the eventevent of anof accident/claim an accident/claim and making and making sure sure they have they have a better a better understanding understanding of theofpolicy the policy they’re they’re paying paying for. As for.a result As a result of those of those converconversations, sations, I know I know that my thatclients my clients are properly are properly protected protected by the bypolicies the policies I’ve I’ve provided provided themthem and and they’re they’re getting getting the the best price. best price.

24 • February 24 • February 20202020


””

I think I think success success starts starts from from what’s what’s inside. inside.

If you If you have have dreams dreams of of doing doing something, something, setset goals goals andand hold hold yourself yourself accountable accountable to them. to them.

””

achieve somesome goalsgoals I hadIof had mine. of mine. WhatWhat significant significant changes changes have have you you Tell us Tell about us about your your family family and what and what you all you enjoy all enjoy achieve ThoseThose goalsgoals were,were, playing playing college college seen seen take place take place in your in your profession profession doingdoing together? together? baseball, earning earning a bachelor’s a bachelor’s degree, degree, through through the years? the years? My family My family consists consists of fiveofmembers five members including including myself. myself.baseball,

playing professional professional baseball, baseball, and and My mother, my father, my father, and two andolder two older brothers. brothers. My My playing As inAs most in most industries, industries, therethere is al-is al- My mother, oneowning day owning a business. a business. All those All those is a CPA, is a CPA, and my andmother my mother is a driver is a driver service service one day waysways an evolutionary an evolutionary process process in thein thefatherfather dreams turned turned into ainto reality a reality because because representative for a fleet for a management fleet management company. company. Both Bothdreams way the waybusiness the business model model functions. functions. representative the countless hourshours of work of work I put Iinput in of myofbrothers my brothers also work also work in theininsurance the insurance industry industry as asof theofcountless WithWith insurance, insurance, clients clients today, today, expect expect whenwhen no one noelse onewas elsewatching was watching and and We’reWe’re a verya close very close family, family, and like andspending like spending time time speed/efficiency speed/efficiency and the andpower the power of of well. well. the endless the endless support support I hadIfrom had from family, family, together whenwhen we can. weWe can.really We really enjoyenjoy watching watching all of all of choice choice whenwhen it comes it comes to selecting to selecting together friends, friends, coaches, coaches, and teammates. and teammates. Philadelphia’s sportssports team team gamesgames and getting and getting together together theirtheir insurance insurance carrier/agency. carrier/agency. I be- I be-Philadelphia’s Not everyone’s Not everyone’s path path to success to success is theis the for Sunday dinners dinners just tojust name to name a few.a few. lieve lieve Goosehead Goosehead Insurance Insurance is ahead is aheadfor Sunday same,same, go outgoand outcreate and create your your own!own! of theofcurve the curve with with its business its business model. model. Also,Also, we are wepositioned are positioned to meet to meet this thisWhenWhen you aren’t you aren’t working, working, what’s what’s your your favorite favorite way way generation’s generation’s customer customer needs. needs. The The to spend to spend time?time? WhatWhat do you dowant you want to beto be traditional traditional captive captive agents agents can only can only My favorite remembered for? for? My favorite way to way pass to the passtime the time whilewhile awayaway from from remembered offer offer one product one product and one andservice one service workwork is spending is spending it with it with family/friends, family/friends, getting getting a a As anAs agency, an agency, we definitely we definitely wantwant to beto be to their to their clients. clients. Whereas Whereas we are wethe are theroundround of golf ofin, golf relaxing in, relaxing on the onbeach, the beach, workwork out atout atremembered remembered for having for having the customthe customcomplete complete opposite. opposite. Not only Not only do wedo we the gym, the gym, fishing, fishing, and training and training youthyouth baseball baseball play-play- er’s back er’s back and always and always beingbeing therethere for for customize customize our client’s our client’s policies policies whenwheners iners theincommunity. the community. themthem in a time in a time of need. of need. It’s great It’s great to to they they first buy, first but buy,we butcontinuously we continuously be able be to able provide to provide customers customers with with a a review review theirtheir policies policies at renewal. at renewal. If If How How greatgreat priceprice and product, and product, but it’s buteven it’s even would would you define you define success? success? need need be, we be,have we have the ability the ability to re-to re- I think satisfying satisfying whenwhen you’re you’re able to able to I think success success startsstarts from from what’s what’s inside. inside. If youIf you moremore shop shop theirtheir insurance insurance at any attime any time to to have have deliver deliver on your on your promise promise to them to them as as dreams dreams of doing of doing something, something, set goals set goals and and ensure ensure they they have have the best the possible best possible hold yourself an agent god-forbid god-forbid they’re they’re ever to ever to hold yourself accountable accountable to them. to them. As I got As Iolder, got older, an agent policies policies without without overpaying. overpaying. experience experience a loss/claim. a loss/claim. I started I started to realize to realize whatwhat it wasitgoing was going to take to to take to www.realproducersmag.com www.realproducersmag.com • 25 • 25


ALBANY ALBANY • ALBUQUERQUE • ALBUQUERQUE • CHESAPEAKE • CHESAPEAKE • ATLANTA • ATLANTA • AUSTIN • AUSTIN • BALTIMORE • BALTIMORE • BOULDER • BOULDER CHARLOTTE CHARLOTTE • CHICAGO • CHICAGO • CINCINNATI • CINCINNATI • CLEVELAND • CLEVELAND • COUR • COUR D’ ALENE D’ ALENE • COLORADO • COLORADO SPRINGS SPRINGS COLUMBUS COLUMBUS • DALLAS • DALLAS • DAVENPORT • DAVENPORT • DAYTONA • DAYTONA BEACH BEACH • DENVER • DENVER • FT.• WAYNE FT. WAYNE • GRAND • GRAND RAPIDS RAPIDS HOUSTON HOUSTON • INDIANAPOLIS • INDIANAPOLIS • JACKSON • JACKSON • JACKSONVILLE • JACKSONVILLE • KANSAS • KANSAS CITYCITY • LAS • VEGAS LAS VEGAS • LINCOLN • LINCOLN LITTLE LITTLE ROCK ROCK • LUBBOCK • LUBBOCK • MILWAUKEE • MILWAUKEE • MURRIETA • MURRIETA • MONTERREY • MONTERREY BAY BAY • NASHVILLE • NASHVILLE • NEW • NEW ORLEANS ORLEANS NEWPORT NEWPORT BEACH BEACH • NORTH • NORTH DALLAS DALLAS • NOVA • NOVA • OAKLAND • OAKLAND COUNTY COUNTY • OKLAHOMA • OKLAHOMA CITYCITY • OMAHA • OMAHA ORLANDO ORLANDO • PHILADELPHIA • PHILADELPHIA • PHOENIX • PHOENIX • PITTSBURGH • PITTSBURGH • PORTLAND • PORTLAND • RALEIGH • RALEIGH • SALEM • SALEM • SAN • SAN DIEGO DIEGO SEATTLE SEATTLE • SILICON • SILICON VALLEY VALLEY • SPOKANE • SPOKANE • ST.• LOUIS ST. LOUIS • TAMPA • TAMPA BAY BAY • TEMECULA • TEMECULA • TRI-CITIES • TRI-CITIES • TRIAD • TRIAD TUCSON TUCSON • TWIN • TWIN CITIES CITIES • VIRGINIA • VIRGINIA BEACH BEACH • WASHINGTON • WASHINGTON D.C D.C • WAYNE • WAYNE COUNTY COUNTY • WEST • WEST VALLEY VALLEY AMERICA'S AMERICA'S BEST BEST REAL REAL ESTATE ESTATE AGENTS AGENTS WILMINGTON WILMINGTON • YOUNGSTOWN • YOUNGSTOWN • ALBANY • ALBANY • ALBUQUERQUE • ALBUQUERQUE • CHESAPEAKE • CHESAPEAKE • ATLANTA • ATLANTA • AUSTIN • AUSTIN BALTIMORE BALTIMORE • BOULDER • BOULDER • CHARLOTTE • CHARLOTTE • CHICAGO • CHICAGO • CINCINNATI • CINCINNATI • CLEVELAND • CLEVELAND • COUR • COUR D’ ALENE D’ ALENE • DAVENPORT • DAVENPORT • DAYTONA • DAYTONA BEACH BEACH • DENVER • DENVER • FT.• WAYNE FT. WAYNE COLORADO COLORADO SPRINGS SPRINGS • COLUMBUS • COLUMBUS • DALLAS • DALLAS GRAND GRAND RAPIDS RAPIDS • HOUSTON • HOUSTON • INDIANAPOLIS • INDIANAPOLIS • JACKSONVILLE • JACKSONVILLE • KANSAS • KANSAS CITYCITY • LAS • VEGAS LAS VEGAS • LINCOLN • LINCOLN LITTLE LITTLE ROCK ROCK • LUBBOCK • LUBBOCK • MILWAUKEE • MILWAUKEE • MURRIETA • MURRIETA • MONTERREY • MONTERREY BAY BAY • NASHVILLE • NASHVILLE • NEW • NEW ORLEANS ORLEANS NEWPORT NEWPORT BEACH BEACH • NORTH • NORTH DALLAS DALLAS • NOVA • NOVA • OAKLAND • OAKLAND COUNTY COUNTY • OKLAHOMA • OKLAHOMA CITYCITY • OMAHA • OMAHA ORLANDO ORLANDO • PHILADELPHIA • PHILADELPHIA • PHOENIX • PHOENIX • PITTSBURGH • PITTSBURGH • PORTLAND • PORTLAND • RALEIGH • RALEIGH • SALEM • SALEM • SAN • SAN DIEGO DIEGO SEATTLE SEATTLE • SILICON • SILICON VALLEY VALLEY • SPOKANE • SPOKANE • ST.• LOUIS ST. LOUIS • TAMPA • TAMPA BAY BAY • TEMECULA • TEMECULA • TRI-CITIES • TRI-CITIES • TRIAD • TRIAD TUCSON TUCSON • TWIN • TWIN CITIES CITIES • VIRGINIA • VIRGINIA BEACH BEACH • WASHINGTON • WASHINGTON D.C D.C • WAYNE • WAYNE COUNTY COUNTY • WEST • WEST VALLEY VALLEY BE• PART BE• PART OF THE OF THE NATIONAL NATIONAL REAL PRODUCERS PRODUCERS MOVEMENT MOVEMENT WILMINGTON WILMINGTON YOUNGSTOWNALBANY YOUNGSTOWNALBANY • ALBUQUERQUE • REAL ALBUQUERQUE • CHESAPEAKE • CHESAPEAKE • ATLANTA • ATLANTA • AUSTIN • AUSTIN BALTIMORE BALTIMORE • BOULDER • BOULDER • CHARLOTTE • CHARLOTTE • CHICAGO • CHICAGO • CINCINNATI • CINCINNATI • CLEVELAND • CLEVELAND • COUR • COUR D’ ALENE D’ ALENE FOLLOW FOLLOW US ON US ON INSTAGRAM INSTAGRAM TODAY TODAY COLORADO COLORADO SPRINGS SPRINGS • COLUMBUS • COLUMBUS • DALLAS • DALLAS • DAVENPORT • DAVENPORT • DAYTONA • DAYTONA BEACH BEACH • DENVER • DENVER • FT.• WAYNE FT. WAYNE @realproducers @realproducers GRAND GRAND RAPIDS RAPIDS • HOUSTON • HOUSTON • INDIANAPOLIS • INDIANAPOLIS • JACKSON • JACKSON • JACKSONVILLE • JACKSONVILLE • KANSAS • KANSAS CITYCITY • LAS • VEGAS LAS VEGAS

RR EE CC OO GG NN I ZI Z EE DD

26 • February 26 • February 20202020


Jonathan Jonathan Bing Bing Title:Title: Branch Branch Manager Manager NMLS NMLS #: 7573111 #: 7573111 Cell: Cell: (609)(609) 558-8425 558-8425 Email: Email: JBing@tamlending.com JBing@tamlending.com

www.realproducersmag.com www.realproducersmag.com • 27 • 27


PA_Bucks County REAL Producers

AFFINITY LAND SERVICES, LLC NICOLE MALCOLM

BRITTANY MALCOLM

MARGE SWANSON

TOM MALCOLM

PRESIDENT/TITLE AGENT Since 1992, Nicole's diverse background in the real estate and mortgage industry has helped her to expand her abilities into the title industry in 2005. Nicole's experience and knowledge is among the top in her industry. TITLE AGENT/NJ SALES MANAGER Marge comes with over 40 years of extensive experience in the real estate/mortgage industry and brings with her a wealth of knowledge that sets her above the rest and enables her to give superior service to our clientele.

TITLE AGENT/SALES, CLOSER Brittany has been in the title industry since 2008, which includes conducting well over 2,000 closings during the course of her career to date. Also experienced with underwriting review of title, her rich experience in the business is a very valuable asset. SETTLEMENT AGENT, SALES The newest asset to the family business, Tom has brought raw talent to the table...the closing table, that is. His natural ability to conduct a closing is seen and acknowledged by many.

RACHEL MALCOLM

TITLE AGENT, CLOSING COORDINATOR

Rachel's experience stems back in 2009, learning all aspects of the business. She is also well versed in conducting settlements, processing recordings, and dealing with post closing requirements

F A M I LY O W N E D & O P E R A T E D 9 SOUTH SYCAMORE STREET, NEWTOWN, PA 18940

28 • Month Year

215.579.8800 EXT 201

DEEDSEARCHERS.COM


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