MasterMind Members

Professional Development, LLC

Rockville Team    |    Metro Team  

Rockville Team

Attorney

Jordan Savitz, Shareholder

Baker, Donelson, Bearman, Caldwell & Berkowitz, PC. Jordan Savitz is a business attorney assisting individuals and business owners in all stage of the life cycle of the business: from choice of entity, through Shareholder and Operating Agreements, contract drafting and review, raising capital, dispute resolution, and including exit planning and mergers and acquisitions. Jordan serves as outside general counsel to his clients with the backing of Baker Donelson: a full-service law firm nationally ranked in 36 practice areas, with 312 regional rankings, including offices in Baltimore, Washington, D.C., and Falls Church. Jordan was raised and educated with an entrepreneurial spirit and is committed to helping business owners scale while limiting their exposure to risk.

410-862-1331 (o)
240-620-6265 (c)
jsavitz@bakerdonelson.com

 

Banking

Todd Levine

First Citizens Bank First Citizens Bank is 3rd generation, family owned, bank founded in 1898. We provide a concierge style banking service to businesses and consumers. We are stable, reliable, and liquid. We are the 15th largest bank in the country and the largest family owned bank.

"We are forever first.”

443-741-3598 (o)
301-509-9565 (c)
todd.levine@firstcitizens.com
www.firstcitizens.com

BRANDED MERCHANDISE / ENGAGEMENT & RECOGNITION

RICK MORSTEIN

SUMMIT GROUP, LLC Summit Group is a family owned, single source for attracting, engaging and retaining both internal and external audiences through our three disciplines; Branded Merchandise, Engagement & Recognition and Marketing Communications. We can provide Merchandising Expertise, Online Merchandising Stores, Custom Product Development, Product Safety & Compliance, Brand Name Products, Fulfillment & Distribution Services and Global Sourcing. Summit Group is ranked #15 out of 27,000 distributors nationally by the Promotional Products Industry Assn.

"We can help you source any type of merchandise you may need to promote and maintain your business."

240-491-5210
rick.morstein@summitmg.com
www.summitmg.com

Commercial Signs & Graphics

Nick Marchetti

AMI Signs AMI Signs provides Custom Signs & Graphics that help companies market their business and build their brand. Our full-service offerings include: Interior Office Signs, Window & Wall Graphics; Exterior Signs & Banners, Vehicle Wraps and Graphics. We handle the entire solution to include Design, Production, & Installation.

With a full-service experience, a unique process that ensures quality, and a dedicated customer success program so you know your signs will always hit the mark, AMI Signs gets your message front and center. Hiring a sign company can feel like a leap of faith… it’s time for something different. When your message deserves to be seen, call AMI Signs: a different type of sign company.

We don’t just make cool sign, we make cool customers

301-682-2369 (o)
301-467-1932 (c)
nick@amisigns.com
www.amisigns.com

Employee Benefits

Stephen Blair

Lyceum Insurance Services For more than 40 years Lyceum Insurance Services has been committed to improving the employee-benefits experience for employer groups of all sizes. Our team of insurance professionals provides creative benefits strategies, innovative HR technologies and comprehensive compliance services so that you and your employees can be more happy, more healthy and protected against unnecessary risk.

Lyceum Insurance Services serves companies headquartered in the Mid-Atlantic with regional, national, or international workforces.

202-236-5519 (o)
202-236-5519 (c)
steve@lyceumins.com
www.lyceumins.comons

IT Services (Data Destruction and IT Recycling)

Andrew McNeill

Securis Securis is an expert in data destruction and the recycling of end-of-life IT assets. We proudly maintain a zero-landfill deposit record improving the carbon footprint.

"Improve the environment and the security of our client’s data by promoting appropriate, responsible and secure IT asset recycling and destruction."

301-744-8042 (o)
240-421-1364 (c)
a.mcneill@securis.com
www.securis.com

Mortgage

Jeffrey Bochner | Regional Manager

GUARANTEED RATE AFFINITY After 26 years in the mortgage business I'm the guy smart people call when they want a lifetime mortgage solution and a fresh perspective. My experience is second to none in the industry… experience and negotiating skills do matter!! One of my fortes is being a Real Estate Collaboration Specialist for Divorce. I make my experience and knowledge of guidelines available to Family Law attorneys and mediators so together we can protect the credit score and the homeownership eligibility of the "house spouse" and the "out spouse" while they properly disposition the current marital home.

"When you want peace of mind, my EXPERIENCE matters.”

301-370-5874 (c)
301-820-4505 (o)
Jeffrey.Bochner@grarate.com
www.grarate.com/JeffreyBochner
NMLS ID: 384012

Motivation Speaker & Trainer

Jennifer McCloskey

Girardi Associates As President and Owner of Girardi Associates, Jennifer provides Corporate & Executive Training with insight, interaction, and inspiration. Her workshops and seminars are developed specifically for your company needs. Girardi Associates develops cutting edge strategies and tools to enhance your team’s productivity and passion.

"Better business for a better life.”

240-475-2188 (o)
Jennifer@girardiassociates.com
girardiassociates.com

OFFICE Supplies

Tom McKernan

HiTouch Business Services is the Nation’s Largest National Independent Office Supply Company serving the Baltimore/Washington Metro areas as well as offices across the country. In addition to our innovative approach to marketing, customers have enjoyed the many advantages that HiTouch Business Services provides: reward programs, detail-usage reports and much more. With our cutting edge technology and user-friendly website, HiTouch Business Services has truly become a leader for Office, Coffee and Janitorial Supplies and I have 35 years of industry experience.

443-562-3086
tom.mckernan@hitouchbusinessservices.com

Telecommunications

Kricia Stiglicz

OneVoice Communications Inc. Leaders in Structured Cabling, Internet, and VoIP Solutions. OneVoice specializes in creating a flexible customized package of voice, data and other business communications services for enterprise and government businesses since 2000.

With our headquarters in Ashburn, Virginia, our client’s partner with OneVoice because of our geographic coverage and ability to create customized communication solutions that meet their unique business needs.

Services:
  • Cabling Infrastructure
  • Voice (Local and Long Distances)
  • Dedicated Internet Solutions
  • Dynamic Integrated Services
  • Voice over IP (VoIP) and SIP Trunking
  • Conferencing Essentials
  • SD-WAN
  • Networking Services

"One Idea. One Company. One Mission.”

703-932-4958 (c)
kstiglicz@onevoiceinc.com
www.onevoiceinc.com | linktr.ee/OVCva

WATER COOLERS

SUSAN BIERLY

IMC WATER COOLERS IMC Water Coolers has been serving the DC Metro area since 1988. We are a woman-owned company that sells, leases and services Bottle Less Water Coolers, Hydration Stations, Mobile Water Refill Stations and Filtration. All of IMC's products are Bottle-Free! The advantages to that are no bottles to order, store, clean or change. In addition, the water quality is superior and we help companies Go Green by eliminating plastic bottles! Lastly, if we cannot save you money, we will not ask for your business! Mention you saw us on the MasterMind PD website and receive free standard installation. As we like to say, "Go Green, Save Green, Go Bottle-Less!"

"If we can't save you money, we will not ask for your business."

301-972-7115 (o)
301-518-5984 (c)
susan@imcwater.com
www.imcwater.com


Metro Team

Advertising, Marketing & PR

Diane Devaney

Devaney & Associates, Inc is a boutique agency that delivers big marketing results any way you want to measure them. Page views. Click-throughs. Social media love. Product sales. Event attendance. Media mentions. And, of course, good, old-fashioned dollars and cents. They do this by building awesome client relationships, always leading with strategy, executing brilliantly, and by continually measuring results and optimizing to help you become an unstoppable brand.

"Marketing with brains, hustle and hear"

410-296-0800 (o)
410-404-4642 (c)
ddevaney@devaney.net
devaneyagency.com

ASSET & WEALTH MANAGEMENT FIRM

ANABEL QUINTERO

MV FINANCIAL MV Financial offers a broad range of investment and advisory services to institutional clients, and private investors. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals and family offices. No matter how difficult the investment challenge, we bring our insight and guidance to serve your specific needs and goals. We understand the complexities of today’s markets and the need for an agile, proactive approach. Our specialties range from institutional asset management and personal wealth planning to employee benefit advisory services and pension & retirement plan management. Our investment team is highly experienced and client focused. We start by getting to know you: your unique objectives, tolerance for risk, and special circumstances. Then we capitalize on our research, distilling our best thinking into practical, custom-tailored strategies.

"Innovative Thinking + Smart Strategies"

301-656-6545
aquintero@mvfinancial.com
www.mvfinancial.com

BANKING

Dave West

Capital Bank

"I Bring the Bank to You"

240-778-4882 (c)
dwest@capitalbankmd.com
www.capitalbankmd.com

COMMERCIAL FURNISHINGS

Charlie Atwell

Washington Workplace - Charlie Atwell (Charles H. Atwell) VP Sales. We are capable, caring people who create and sell high-functioning work environments. The well-being of our clients is our guiding force as we seek ways and solutions to make their world better. We achieve this initiative by supporting their workplaces with design, services, products, people and ideas that will make a difference. We address these challenges because they are, for us, opportunities to make positive change in our world. This is what we promise to deliver to our clients and in doing so, we hope to help our clients make their own contributions to a more just, equitable and sustainable world.

"Charlie Atwell – Experience, Knowledge, Compassion!”

301-661-9591 (o)
703-995-7281 (c)
catwell@washingtonworkplace.com
www.washingtonworkplace.com

COMMERCIAL Moving and Storage

Mark Whitehill

MG Office Movers - MG Office Movers provides commercial relocation and storage services throughout the DC Metropolitan area and the country. We have locations in Sterling, VA, Lynchburg, VA, and Ft. Lauderdale, FL. With expertise in managing all aspects of local and long-distance corporate moves, we ensure a stress-free transition for businesses. Our dedicated team possesses extensive knowledge in handling office furniture, equipment, and sensitive documents. We offer tailored solutions to suit individual requirements, meticulously planning and executing each move with precision. Our commitment to professionalism is reflected in our prompt, reliable service, minimizing downtime, and disruptions.

703-657-5692 (o)
571-346-08221 (c)
markw@mgofficemovers.com
www.mgofficemovers.com

Commercial Real Estate

Matt O’Connell

Donohoe Real Estate Services is a full service commercial real estate enterprise serving the entire Washington and Baltimore Metro markets.

Matt O’Connell has been with Donohoe Real Estate Services since December, 2006, and brings with him more than thirty (30) years of experience. During his career he has represented institutional and private Landlords throughout the Washington Metropolitan area, as well as representing a wide variety of Tenants both locally and regionally, as well as the aforementioned Landlord accomplishments.

In addition to specialties that include market and feasibility studies, financial analysis and lease negotiation, Mr. O’Connell has approximately ten (10) years of commercial property management experience with Trizec; JBG; and New Brunswick Development Corporation where he oversaw portfolios that included both private and public sector tenants.

Specialties: Landlord Rep (Office), Tenant Rep (Office), Tenant Rep (Flex), Landlord Rep (Retail), Landlord Rep (Flex), Landlord Rep (Land), Investment Sales Broker

301-614-8891 (o)
202-531-4629 (c)
matto@donohoe.com
www.donohoe.com/

Legal

Jim Ries

Offit Kurman is a dynamic full-service law firm assisting clients throughout the Mid-Atlantic region. Our attorneys are trusted legal advisors who help maximize and protect business value and personal wealth. We offer rates consistent with those of firms that handle comparable legal matters, and we are dedicated to offering you the legal services you need in the most productive and cost-effective manner. In every interaction, we consistently maintain our clients’ confidence by remaining focused on furthering their objectives and achieving their goals in an efficient manner.

"Offit Kurman - The Better Way to protect your business, your assets and your family."

410-733-6133 (c)
Jries@offitkurman.com
www.offitkurman.com

Mortgage Lending

Dan Caplan / MARKET LEADER

Geneva Financial, LLC Dan Caplan is an accomplished residential mortgage lender, branch manager and market leader with over 40 years of lending and public accounting experience (good for those “tough income” borrowers). During his career he has originated more than half a billion dollars in mortgages. His experience has included regular guest appearances on WUSA-Chanel 9 TV News as an authority on the state of residential financing, interest rates, and the local economy. Dan is the immediate past Chairperson of the Montgomery County Executive’s Advisory Committee on Consumer Protection, and a past president of the Promenade Towers Mutual Housing Corporation. He has served on the Advisory Board of a local community bank, is an instructor for Housing & Community Initiatives which contracts with Montgomery County to teach the county’s first-time home buyer classes. He does extensive volunteer work within the community and is the proud father of 2 adult children.

"Dan Dan Your Mortgage Man.”

301-530-4411 (c)
Dan@dandanmymortgageman.com
www.genevafi.com/daniel-caplan
NMLS #188678

OFFICE EQUIPMENT & TECHNOLOGY

MARK DIRLAM

Digital Office Products, a Nauticon company is local to Montgomery County. Mark has a BS in Marketing from Univ. of Maryland College Park and an MBA in Management from Johns Hopkins University. He has been working with organizations and their office technology in the DMV since 1991 and with the same company since 2002.

Nauticon Office Solutions has been serving the needs of DC area businesses since 1997. We are a locally owned and operated CUSTOMER SERVICE organization specializing in office equipment (Toshiba, Xerox, Lexmark & HP) and Managed IT support. Our Mission Statement is “Service First”, and it shows with 97.8% Net promoter Score.

Each year we actively support our community benefitting dozens of local organizations and serving thousands of residents. If you are looking for a partner that can upgrade your office technology and reduce costs, Mark Dirlam and Nauticon Office Solutions can make it happen

"We are a Partner, not a Vendor, and I Make it Easy."

703-564-1369 Direct | 301-279-0123 (Main) (o)
240-364-4523 (m)
mdirlam@nauticon.com
nauticon.com

OFFICE SUPPLIES / COFFEE SERVICE

LISA HACKETT

RUDOLPH'S OFFICE & COMPUTER SUPPLY Lisa is a Senior Account Rep with Rudolph's Office & Computer Supply. Her company is a locally based company and one of the largest women owned and operated Office Supply, Coffee Service and Promotional Products companies in the country. Rudolph’s has been in business for over 35 years. When you buy from Rudolph’s you are supporting a local business, for every dollar you spend with them seventy-two cents stays in the community. Lisa is customer service driven and offers her referrals from MasterMind PD a 10% savings – guaranteed!

"MORE CARE / LESS COST"

301-461-4557 (c)
301-461-1489 (o)
lhackett@rudolphsupply.com
www.rudolphsupply.com

Outsourced/Fractional VP of Sales and Advisor

Matt Harvill

Patapsco Business Solutions, powered by Sales Xceleration, provides fractional sales leadership to help business owners get their sales back on track. We build the sales engine for the company - creating the sales plan, implementing the tools and process, and hiring the sales team to generate revenue growth. Services include assessments on existing sales efforts, sales plans, sales leadership training/certification and sales recruiting. As an outsourced, fractional VP of Sales, we also provide leadership and accountability for the company while ultimately hiring a full-time replacement.

"Hands on sales leadership to deliver record breaking sales growth."

410-963-8486 (o)
410-963-8486 (c)
mharvill@salesxceleration.com
salesxceleration.bullseyelocations.com

PAYROLL & BOOKKEEPING

STEVEN SUISSA

SHS Services, LLC SHS was founded in 2002 to serve the small and mid-sized business community by providing competitively priced, service based payroll and bookkeeping services. SHS provides the latest technology with online access for employers and employees as well as the security of knowing that tax impounds are secured and backed by SHS’s $50million bond.

"Local service, national reach!"

301-701-0930 (c)
301-467-6968 (o)
steven@shsservices.com

Promotional Products / Awards

Rob Silk

Summit Group Rob is Senior Account Executive at Summit Group with over 30 years’ experience in the print and promotional products industries. For over twenty years, Rob owned his own company before deciding to join Summit Group in 2014. Summit Group stands out in three areas: Branded Merchandise (promotional products), Awards & Recognition Programs and Marketing Communications. For nearly 50 years, Summit Group has developed tremendous relationships with our clients, our suppliers, and fellow business partners in the industry. This pooling of all of our resources enables us to take advantage of $250 million dollar in sales, with our Summit Group sales alone totaling nearly $75 million dollars. Our clients directly benefit with savings, faster responses, technology advances and more perks that go hand in hand with our 50 years of experience. We are a family owned business and that conveys an attitude of respect and appreciation with everyone that we work with. Summit Group is proud of that.

"Power of Three. Promotions, Recognition and Marketing Communications.”

240-491-5283 (o)
301-503-9272 (c)
rob.silk@summitmg.com
www.summitmg.com

Public Accounting Firm - CPAs and Consultants

Scott Rodgville

GorfineSchillerGardyn (GSG) For more than 90 years, GSG has served clients wherever they need. With clients largely in the mid-Atlantic to Northeast regions in industries ranging from Real Estate to Nursing Care to nonprofit organizations, government contractors and employee benefit plans and more, our assurance, tax and small business services are built on strong relationships.

"Expertise you can trust. The service you deserve.”

410-517-6829 (o)
410-294-2906 (c)
rodgville@gsg-cpa.com
www.gsg-cpa.com

WATER COOLERS

SUSAN BIERLY

IMC WATER COOLERS IMC Water Coolers has been serving the DC Metro area since 1988. We are a woman-owned company that sells, leases and services Bottle Less Water Coolers, Hydration Stations, Mobile Water Refill Stations and Filtration. All of IMC's products are Bottle-Free! The advantages to that are no bottles to order, store, clean or change. In addition, the water quality is superior and we help companies Go Green by eliminating plastic bottles! Lastly, if we cannot save you money, we will not ask for your business! Mention you saw us on the MasterMind PD website and receive free standard installation. As we like to say, "Go Green, Save Green, Go Bottle-Less!"

"If we can't save you money, we will not ask for your business."

301-972-7115 (o)
301-518-5984 (c)
susan@imcwater.com
www.imcwater.com