Mesa Chapter

Chris West of Dalby, Wendland & Co.

Today I had the pleasure of having lunch with Chris West of Dalby, Wendland & Co.  I learned a lot about this very prestigious accounting firm, and about Chris. I was once under the assumption that Dalby, Wendland & Co. was only for a mid to large sized businesses, but after talking with Chris, it isn’t the size of the business that is important, it is the mindset of the business...

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Josh Wallitt of Brownlee Appraisals

Josh Wallitt is the one that values your home, and he is also a very honest appraiser. Admittedly, this may mean that you might not like the answer, however you can be assured that the answer is the right one. One thing that Josh is very good at is helping people through the life transitions where the value of a property is important, whether that be a divorce or loss in the family, Josh...

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Erin Blue of Waddell & Reed

Today I had a fantastic coffee meeting with Erin Blue of Waddell & Reed. I learned so much about why Erin is doing what she does, but what struck me as her bare honesty in that everything she does goes well beyond just helping someone. She finds that helping people with financial planning is not only challenging, but the seeing the transition in someone that begins in a dire situation and...

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