WHEN: March 29th from 5:30-7:30PM
WHERE: Everywhere Brewery
1501 W Orangewood Ave Ste. 101, Orange, CA 92868
Stop Googling the answers to your most pressing business challenges!
For one evening only, Harmon Street Advisors has assembled a group of business professionals with the answers you’ve been looking for.
And we’ve got the missing ingredient: BEER & BURGERS!
Ryan Dick, Co-Founder of Everywhere Brewery, will start us off with a presentation on the brewing process and walk us through a tasting of two of their beers. IN ADDITION, all who register will get one more beer of your choice, just for coming.
What’s great beer and conversation without great food? Perfectly paired burgers will be on offer from El Bewjo food truck, compliments of Harmon Street Advisors and Centric Partne
From there, guests will be encouraged to mingle with professionals from numerous complementary areas of expertise.
Jeffrey Hakim, President, Centric Partners,
Jeffrey G. Hakim, President of Centric Partners, has worked in the Orange County commercial real estate market since 2003. As Managing Partner, Jeffrey oversees the firm’s strategic direction and serves as a consultant, strategic planner, and provider of specialized brokerage services to his roster of public and private sector clients. Having represented tenants in more than 7.5 million square feet of lease and purchase transactions, Jeffrey specializes in assisting his clients with the evaluation of their short- and long-term real estate and business needs. From that, he implements solutions to meet the client’s operational and financial goals. By focusing on his clients’ business needs first, Jeff ensures his clients benefit from impactful business solutions through real estate.
Trevor Hayes, CIC, Advantis Insurance Services,
Trevor Hayes has been involved with property & casualty insurance for a decade and is dedicated to helping small and mid-sized business owners overcome the challenges, complications, and nuisances in commercial insurance. He helps owners get down to the core strategies of how to save money, protect their business, and realize how a strategic insurance partner can help grow their business. Trevor is a Certified Insurance Counselor and specializes in Contractors, Technology Companies, and other various types of businesses, whether it be in his local Orange County community or even in other states.
Norm Herron, Partner, Atomic Technology Solutions,
Norm has been working in the technology sector for over 25 years and is currently a partner at Atomic Technology Solutions, an Orange County based firm that provides cyber-security, email migrations and voice networks solutions to mid-size firms. Atomic also deals with compliance, remediation and IT management. Norm earned a B.S. in Marketing and an MBA in Information Systems at California State University Long Beach, he’s also an active CSULB alumni and serves on their MBA Advisory Board. In the community, Norm volunteers with the Boy Scouts of America where he currently serves as the Eagle Scout Board Chair for the Orange County Council.
Carolyn Jones, Vice President, Commercial Banking Relationship Manager, Corporate & Institutional Banking, PNC,
Carolyn Jones is an experienced Business Relationship Manager with over 12+ years of working in the financial services industry. Currently focusing on business clients in the middle market segment, Carolyn is skilled in coaching and establishing Business Lines, Installment Loans, Equipment Financing, Cash Management and Treasury Services, Commercial Banking, Commercial Lending OORE, SBA Lending, Customer Relationship Management (CRM), Strategic Planning, and Business Development.
Jared Erdmann, Founder, Employer First Benefits Solutions
Jared Erdmann is the founder and proprietor of Employer First Benefits Solutions. Before getting into the insurance industry in 2014, Jared spent 15 years managing for a large retail operation.
Experience on the employer side of the industry gives Jared unique insight into some of the challenges employers face. Whether it’s the difficulties of recruiting and hiring the right talent, managing budgets and personnel to turn a profit or, investigating on the job injuries, he has the employer side of business.
Over the past 8 years in the benefits industry, Jared has put his real world experience to work for his clients, finding benefit solutions that combat the everyday rigors of running a business. His favorite part of being a broker is having a front row seat to watch his clients flourish and grow.
Peggy Baggott, RCC Group
Peggy Baggott shares over 30 years of business and talent acquisition experience working for some of the very best private and public national recruiting firms, building high-performance teams while creating winning cultures. Track record includes leading start-ups, restarts, and market expansions. Personally hiring, training, and developing over 500 recruiters throughout her career and leading 100’s of single and multi-unit managers, Peggy and her teams have secured talent across multiple professional disciplines and industries. Passionate about leadership, she believes strong leaders build people, and people build companies.
Jeff Andrews, CFP®, AIF®, President, Harmon Street Advisors
Jeff Andrews, CFP®, AIF® has been providing advice to individuals and companies for over 20 years. Jeff has consulted on startup plans to quailed and non-qualified plans for large publicly-traded companies with locations nationwide. He has extensive experience assisting retirement plan sponsors facing IRS discrimination testing challenges. Jeff formed Harmon Street Advisors in 2012 with the goal of bringing the experience and resources enjoyed by large retirement plan sponsors to retirement plans with less than $20 million in plan assets. His speaking experience includes the 2012 PLANADVISOR National Conference, CAHR21, CAHR22, and PIHRA 2021: HR Department of 1, along with numerous workshops on financial planning, financial wellness, and retirement planning.
Dan Sherman, EA, Financial Advisor, Harmon Street Advisors
Dan Sherman, E.A. is a Financial Advisor with Harmon Street Advisors. Dan helps successful professionals and business owners make great financial decisions. Dan takes a results-oriented approach and adds value through independent advice and acting as his client’s personal CFO. As an Enrolled Agent with the IRS, Dan is well-versed in tax planning. With his tax expertise and knowledge of personal financial planning and investment management, Dan helps business owners use their businesses to maximize their financial profile. His professional knowledge, coupled with his experience as a business owner himself, enables him to add a lot of value to business owners at all stages of their business.
Dan is a member of the Rotary Club of Lake Forest, volunteers with Rising Tide at the Marguerite Kiefer Center for Education and regularly speaks on Tax Planning for Landlords.
REGISTER NOW TO SECURE YOUR SPOT for this FREE EVENT! CAN’T MAKE IT THIS TIME? LEAVE YOUR INFO AND WE’LL INFORM YOU OF UPCOMING BUSINESS & BREWS EVENTS.