Santa Rosa Business Leaders
Santa Rosa Business Leaders is a community of business owners and professionals whose members deliver products and services to consumer and business markets. Combining regular business meetings, networking and social outreach, our group works to utilize proven strategies and tactics to drive high referral activity within the group.
Our members represent different products and services but often target similar markets. As a result of this common market focus and community referral effort, our members help drive business to one another.
Through meetings that combine social interaction and referral networking, online tools and ongoing group activities, members in our community actively look to refer business to one another.
We’d love to learn more about you and your business!
Our meetings start promptly at 9:00am. Please plan to arrive a few minutes early for introductions, and bring business cards. You might meet your next client!
Tim Hannan – The Law Office of Timothy J. Hannan
I practice civil law as opposed to criminal law or family law. Specifically, I help my clients with agreements (transactional practice) and disagreements (litigation practice). Transactional work includes negotiating and drafting real estate contracts, construction contracts, buy-sell agreements, sales of businesses, shareholder agreements, management agreements, the formation of partnerships, corporations, and limited liability companies, and other business-related matters. Litigation includes representing clients in the resolution of disputes. I favor mediation and/or arbitration as the vehicles for resolution of disputes, but I\’ll bring a lawsuit in court as a last resort.
Member since April 21, 2012
Bob Heisler – Bob Heisler, EA
Bob Heisler is an Enrolled Agent. An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections and appeals. Bob has over 30 years of accounting experience and has worked with individuals, partnerships, corporations and non-profit organizations, providing assistance and consulting with Quickbooks® since 1996. He prides himself in being detail-oriented and explaining complex concepts in terms people can understand. Every business needs to have timely information in order to illustrate its performance to provide ownership with ideas to sustain growth, improve profitability and save on taxes.
Member since November 18, 2014
Jacqueline Emery – Kokeshi Spa
“Inspired by Eastern influences in the art of well-being, Kokeshi offers rejuvenation & meditation to cleanse, nurture, & balance your body & soul. We know you will enjoy receiving personalized spa treatments & education in a private & tranquil setting, while achieving better skin health. We look forward to meeting with you to discuss your treatment options. Our preferred clientele would be women & men interested in facials to help them look younger & grow older gracefully. Teenagers looking to control their acne breakouts with recommended products to use to help maintain better looking skin. We offer the ancient Egyptian art of Sugaring, a natural hair removal process using organic sugar. Products: Jacqueline Marie Signature Skin Care,a skin care line free of parabens, synthetic fragrances,dyes,mineral oil, & urea. Kuleana Reef Safe Sunscreen, made in Maui. Kokeshi Spa is the first mainland business to carry this environmentally friendly product of Zinc, Kukui Nut & Sunflower oils.”
Member since October 19, 2015
Matt Heuss – Freedom Mortgage
Matt Heuss serves as a Loan Officer at Freedom Mortgage’s Santa Rosa branch. With over two years of experience, Matt is committed to helping first time home buyers achieve their home ownership dreams, and has the expertise to help move-up buyers, those who need jumbo loans or families relocating. Other areas of expertise include Conforming Loans, FHA Lending, VA Lending, Jumbo Loan programs and more. He is committed to providing unparalleled service to his customers that exceed expectations.
Matt earned a BS in Business Management at Sonoma State University and resides in Santa Rosa with his fiance. In his free time, he enjoys all that Sonoma County has to offer; from hiking, to camping, and tasting all the great culinary offerings.
Member since September 11, 2018
Brian Barrett – New York Life
Agent with New York Life helping families and business owners develop a sound financial strategy. I offer a variety of products and solutions that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
Member since September 20, 2018
Michael Rosetti – RIA Insurance
Auto / Home/ Commercial Insurance. I have been in insurance for over 25 years and have handled over 300 million in loses for clients. I take pride in making sure the policy you have is the best coverage matched with the best value.
Member since October 6, 2018
Scott Taylor – Share Strategy
As a Web Developer and Social Media Marketing Stategist I provide clients with the creation and/or enhancement of their social media marketing campaigns. I work with clients to develop a Web Site or a landing page that will integrate with their existing website, giving a near seamless transition to the site. I offer clients a cost effective way to begin marketing their products or services through Facebook and LinkedIn campaigns tied to a professional landing page that will allow the client to communicate directly with their potential clients. I work with clients to create a Social Media scheme that projects not only their products/services, but a message that will provide potential clients insights of the clients I work with.
Member since August 9, 2017
Thomas Casey – New York Life & NYLIFE Securities
New York Life is the top rated mutual company in the country with a history dating back 170 years.
My specialty is helping individuals accumulate and distribute assets for retirement. Products include stocks, bonds, mutual funds, life insurance (whole, variable, universal, and term), long-term care, and annuities. I can also provide long, and short term disability. I do not provide indexed life insurance, or indexed annuities.
As leaders of the industry and within our community, we grow bonds with our clients from cradle to grave and offer the strength and mutuality that comes from 170 years of top-rated financial strength. Whether you are looking for family, or financial security, New York Life’s continued prosperity and integrity really sets in stone our motto, “”the company you keep.
Member since May 2, 2018
Heidi Would – Terra Firma Global Partners
As a Realtor, I’m excited to represent a broad scope of properties in the residential marketplace, including investment and destination properties located throughout Sonoma County. After running successful vacation rentals and managing personal properties for over 20 years, my expertise on the investor side is an asset. With this diverse spectrum, I’ll provide clients with a wealth of knowledge that will accommodate profitable transactions and years of equitable growth.