TAG - Trusted Advisors Group
"Leveraging the Power of Business Relationships"
The Trusted Advisor Group (TAG) is a assembly of diverse skills, talents, Gifts,expertise, experiences, profiles and personalities that have come together to leverage the power of business relationships. TAG recognizes that in order to be succesful in our goals, the business community must trust us, like us, believe in us, be confident in us and believe in us. Then maybe the business community will acquire our products and/or services. TAG believes we can accomplish this by giving of ourselves without measuring and expectation, providing value up front, establishing long-term relationships and having fun -doing this each day. TAG understands that people prefer not to be sold but would rather buy, when the time is appropriate for them. TAG values words like passion, honesty, integrity, respect, giving-first, support, resourceful, helpfulness and appreciation. TAG has strong hopes that a person and/or business is definitely better and more profitable because TAG is impacting their organization. TAG is not a about how many people you can meet, but instead developing a list of people you can count on. Our business community will strive and grow because TAG exists. This is something you can count on!
Here is the TAG Team!
 Rocco Loosbrook Vice President Bank of Amercia Rocco.loosbrock@bankofamerica.com
I would like to introduce to you a friend and associate of mine, Rocco Loosbrock. We have been working professionally together for over 5 years now and I have complete trust in his abilities. He is an expert in working with businesses like yours and helping them navigate the sometimes complex world of business banking. Rocco has been able to help several of my clients and friends by solving their unique banking issues while allowing them to focus on what they do best, growing their business. He has always been willing to take the time to answer questions and help give direction when needed.
I encourage you to invest the time and meet with Rocco regarding your business banking. You have my word you won't be disappointed.  Brian Hubert Financial Advisor UBS Financial Services brian.hubert@ubs.com I would like to introduce you to a friend and associate of mine, Brian Hubert. His expertise is in Financial Planning and Retirement Planning for individuals and small business owners. Brian can help you in all areas of investments with the backing of the world's largest wealth manager, UBS Financial Services, Inc. He truly focuses on building a relationship with his clients before making any recommendations.
 Leslie Johnson Vice President Austin Financial Leslie@AustinFinancial.com
Leslie provides revolving lines of credit and term loans to small and medium-sized businesses. She specializes in helping companies that are new, growing quickly or have credit issues that prevent them from qualifying for traditional bank financing or keep them from getting enough money from the bank. Her loans are based on your company assets such as accounts receivable, inventory, equipment and real estate. She’s an attorney by background and has twelve years of experience in the banking and finance industry. Leslie always deals with honesty and integrity, putting your needs first. She’s well-connected in the financial community, so if she can’t provide the appropriate solution, I’m confident Leslie will be able to refer the right resource to assist you.
 Peter Godinez Chief Executive Market Salesperson The Performance Group http://www.performancegroupusa.com pgodinez@performancegroupusa.com
I specialize in impacting the performance of local companies via providing digital copiers that not only copy but, print, scan and fax from your network. We place major focus on IT services that increase the effectiveness of the devices that we provide you. I have 25 years experience in this industry and the region of the tri-county. The Performance Group was awarded the Spirit of Small Business by the SBA and I was voted Ventura County's Best Sales Person. I am here to help you be successful in your endeavors.
 Jared Godinez Account Executive Pacific Coast Business Times jgodinez@pacbiztimes.com http://www.pacbiztimes.com
As an ad sales rep at the Business Times, I specialize in creating ad campaigns for businesses that want to develop presence of mind in the tri-counties; and work with our clients to make sure that they are projecting their desired image. My territory currently includes real estate & construction, insurance & health care, business products & services, education & training, human resources & staffing, nonprofits, chambers of commerce, and retail.
 Mark Shipp CEO Ogilvy-Hill Insurance mshipp@ohins.com http://www.ohins.com
 Beau Hobbs 24/7 Trusted Network Solution Provider Lanspeed bhobbs@lanspeed.com http://www.lanspeed.com
My passion is focused on helping businesses throughout the tri-counties utilize computer technology to maximize productivity and increase profitability. With MBA backgrounds in both Finance and Management I understand the need for organizations to operate as efficiently and effectively as possible. I am committed to keeping your business, data, and intellectual property safe and secure. As Director of Sales for Lanspeed, our areas of expertise include; I.T consulting and integration, disaster preparedness, network support, security, 24/7 network monitoring, Microsoft software installation and support, and web-hosting. Our certified network engineers and consultants are experts in their fields, and together with our partnerships with Microsoft, Sonic WALL, Hewlett-Packard, Cisco, and others, we provide our clients with the first rate knowledge and support for today's network needs.
 Craig Brainard Network Engineers CJ Technologies craig@dock.net
 Bruce Sanders Vice President ARCS Commercial Bruce_Sanders@arcscommercial.com
I would like to introduce to you a friend and associate of mine, Bruce Sanders. His expertise is in the commercial and multi family real estate lending arena. Bruce works with a very respected lender in his field, Arcs Commercial Mortgage. He and his company have been able to help several of their clients navigate even the toughest of transactions at highly competitive terms.
He has always been willing to take the time to answer questions and help give direction when needed.
You should definitely consider talking with him on your next real estate transaction.
 Kelly White Kelly White Consulting Quickbooks ProAdvisor and Consultant kelly@kellywhiteconsulting.com 805-358-1488
I have been working with Quickbooks for the last 10 years in a variety of industries ranging from construction to a CPA firm. I specialize in efficient bookkeeping utilizing online banking services via Quickbooks. Already have a good bookkeeper - I can streamline processes and make them more effective. I have also been part of a paperless office giving me a background in the virtual filing cabinet structure and organization. Due to today's technology I can consult with clients all over the country without leaving the office.
 Sam Hismeh Owner Hishmeh Enterprises PIZZAPRO66@AOL.COM www.dominos.com
Sam Hishmeh, President of Hishmeh Enterprises Inc. which owns and operates 12 Domino's Pizza locations in Ventura and Santa Barbara Counties. The Hishmeh Family has lived in the county for the last 20 years. We currently employ over 300 employees as well as 6 executive officers. Being involved in the community and giving back to the people and organizations that helped become who we are today is our way of making sure that our business stays successful. With more locations than any other Pizza company, and with our customers having the ability to place their orders on line, we are able to handle bigger orders, more accurately and provide better service than any other company. Keith GuntherIT Services Consultant Semper Vivo kgunther@sempervivo.com. Throughout his career, Keith Gunther has held management positions at Storactive, Sonasoft and VERITAS/Symantec software as well as partner manager for 3M, Fujifilm USA and Xerox. His consulting work in support of Data Storage, Disaster Recovery and Business Continuance projects spans commercial, government, medical and educational organizations over 25 years. Serving on the California State University at Channel Islands Applied mathematics, Computer Science and Engineering Sector committee, Gunther serves as a laison to the industry to garner internships, scholarships and other knowledge based interactions with the University. Other community service activities include past Chairperson for the Ventura County Business Opportunity Fair, BSA adult leader, youth sports coach and stints as a volunteer high school football coach. Gunther is a consultant with Semper Vivo, an IT services organization providing turnkey solutions to small businesses in the Tri-county area. Greg HaywardDirector of Sales - Web-Based SolutionsOver the Net greg@otn.com Mitch RosenbergEagle Strategies Business Financial Advisor
I would like to connect you with Mitch Rosenberg, CFP ®, CLU, CPA, MSFS, and MDR Insurance & Financial Services. Mitch is a Great Resource, Trusted Advisor and Experienced Professional who I know well and trust. He has helped improve the business and personal lives of many Business Owners, Professionals and High Net Worth Families during his 20 plus years in his profession. Mitch has a unique ability to help successful people crystallize their strategic objectives as it relates to their Employee and Executive Benefits, Personal Insurance (excluding Property and Casualty), Business Continuation, Estate and Legacy Planning. He can work with you and your advisors to design and implement a coordinated plan of action utilizing innovative and cost effective solutions. I am confident the time you invest with Mitch will be very worthwhile. Don’t hesitate to contact me or Mitch directly. His motto is PLAN NOW! mdrosenberg@eaglestrategies.comwww.PLANNOW.net Anthony Romero AVP/Business Development Officer First California Bank ARomero@fcbank.comAre you looking for a financial expert with experience in meeting the complex challenges of today's business banking needs? If so, I'd like to introduce you to my friend and business colleague, Anthony Romero. Anthony is assistant vice president and business development officer at First California Bank.
Anthony's vast network of business banking relationships will allow him to meet any facet of your company's financial needs. His services cover everything from day-to-day cash management, business loans and lines of credit, to commercial real estate and construction financing. He can also facilitate any SBA or Cal Coastal lending needs.
If you're looking for an all-round financial resource to help you meet today's complex business banking challenges, I strongly recommend you contact Anthony. His professionalism, resourceful nature and follow through will satisfy your business banking needs and opening the door to greater opportunity!
I encourage you to give Anthony a call today!
 Sean Quintal Mortgage Specialist MORTECH FINANCIAL GROUP 805.312.0422 Cell 805.278.0616 Ofc 805.485.9821 Fax squintal@prolenders.com
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