Speakers

Shortly thereafter, he was promoted to general manager of the San Diego region. In September of 2006, he was named chief operating officer and president of the company. Rodgers was appointed CEO in April of 2007.

Steve Rodgers
President and Chief Executive Officer
Prudential California Realty
www.prudentialcal.com
www.steverodgersblog.com

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Kory Kavanewsky, General Mortgage Corp. Kory, a Coronado native, is a Senior Mortgage Consultant and Manager with General Mortgage Corporation, one of San Diego's most reputable mortgage firms since 1983.  Kory specializes in mortgage planning and places great emphasis on the service and advice that he provides. Kory has offices in Coronado and Scripps Ranch and strives to be accessible to his clients and business partners. You can also catch Kory every Monday at noon on San Diego 1700 AM where he interviews well respected local and national business professionals. Locally known past guests include Barry Habib, Dan McAllister, Jeff Isaac (AKA the Lawyer in Blue Jeans), Gary London and many others.

General Mortgage Corp.
Kory Kavanewsky
Branch Manager - Coronado
Office: 619 554-1327
Cell: 619 838-9787
Fax: 858 435-1210
kory@fgrouponline.com

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Terry Moerler, REALTOR® and Operating Partner at Keller Williams in Westlake Village California, has been a REALTOR® since 1979.

Terry was a former Vice President/Loan Officer for a Santa Barbara Bank before moving to the Conejo Valley in the late 1970’s. She previously owned her own Real Estate Company, Moerler Realty and Investments, a property management firm, an Income Tax Practice and the first Post Office Rental Business in Thousand Oaks.

Terry was a Top Producing agent at Re/Max for 15 years prior to leaving. While at Re/Max she earned the Hall of Fame Award in 33 months and was the recipient of the prestigious Life Time Achievement Award. Terry has been ranked in the top 100 internationally for many years.

Terry enjoys a 90% past client and referral based business. She loves working with buyers, especially first time buyers and also buyers relocating to Southern California. She is passionate in helping people achieve their real estate dreams and goals. Terry and The Moerler Team consistently assist close to 100 families and individuals with their real estate needs each year for a sales volume in excess of $50 million

Terry has been a Rotarian with Westlake Sunrise Rotary since 1988, and having the honor of being Rotarian of the Year in 2000. She was Chairman of the Board for the Conejo Valley Chamber in 1987. She believes “Knowledge is Power” and has numerous real estate designations including NAR’s newest “e-Pro Technology Certification.”

“I love to share how I have been able to enjoy a business nearly 100% from past clients and their referrals. I have many systems in place to assure consistency in my business, which is the most important segment of a referral-based business.”

Terry enjoys sharing her knowledge and expertise with her peers. She speaks several times a year and donates 100% of any speaking honariums to local charities. She has made charitable contributions exceeding $60,000 as well as collected thousands of cans of food for local Food Banks around the country over the past few years.

Once you become Terry’s client you are expected to bring a can of good for the local food bank every time you visit The Moerler Team office. Terry believes that “one person can make a difference” and makes deliveries to the MANNA FOOD Bank several times a week.

Terry is married to Raymond McCarthy. They have a daughter, Marlene, who grew up in the Conejo Valley and is now a pediatric nurse. Marlene, her husband, Clinton, and their sons Jack and Charlie live in Thousand Oaks. Terry enjoys being a “Grandma” and traveling the world with Raymond.

Designations/Awards/Achievements are as follows:

CRS – Certified Residential Specialist

CRP – Certified Relocation Professional

ABR – Accredited Buyer Representation

SRES – Senior Residential Specialist

ePro Technology Certified

Quality Service Certification

By Referral Only – Agent 1996

By Referral Only – Faculty/Presenter, Strategic Leadership

Star Power STAR

Cyber Society Member

I Succeed… Instructor

Women’s Council of Realtors Member

RE/MAX Hall of Fame Award

RE/MAX Lifetime Achievement Award

RE/MAX International Top 100 Agent - Since 1991

Past Chairman of the Conejo Valley Chamber of Commerce

Membership & Participation in numerous local charities

Recipient of the “Make a Difference” Award

Rotarian since 1988

Rotarian of the Year 2000

Otto Stoll Community Service Award 2006

Former Bank Vice President / Loan Officer

Owned Moerler Realty & Investments 1979 – 1990

Remax Gold Coast 1990-2005

Terry Moerler
Keller Williams Realty
340 N. Westlake Blvd. Suite 100
Westlake Village, CA 91362
Direct: 805-267-5802
Office: 805-777-7777
E-mail: Terry@TheMoerlerTeam.com

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Yamila M. Ayad, President of Mission Home Loans in San Marcos, California. Fifteen years of Neonatal Intensive care nursing prepared Yamila Ayad for the rigors of mortgage lending. An energetic, upbeat professional by nature, Ayad simply shifted her role as counselor to parents of newborns, to counselor of Hispanic borrowers as new homeowners. Her motto: With good information, people make better choices. Her positive approach made the career shift 15 years ago seamless and helped to establish her quickly as a reputable lender to the Hispanic community.

As president of her own company Mission Home Loans, she is dedicated to helping the Hispanic community achieve home ownership and takes special pride in getting clients with less-than-stellar credit approved and into homes. Her personal mission is to prepare Hispanic borrowers for the responsibility of home ownership and the practice of sound financial decision-making that supports it.

Last year she co-founded the HOME Clinic (Home buyers education Clinic) with The Housing Opportunities Collaborative and HUD, in an attempt to assist distressed home buyers, who are either in foreclosure or are trying to prevent it. This event is brought to the local communities and provides one-on-one free counseling, offered by HUD approved Counselors, Attorneys and NAHREP mortgage professionals.

A native of Colombia, Ms. Ayad served on the board of directors for the National Association of Hispanic Real Estate Professionals (NAHREP) from 2002 to 2007 and is a compelling voice in the organization's quest to lobby major lenders for products that better meet the needs of the Hispanic community. She is also an "Eagle", a by-invitation-only distinction bestowed by NAHREP on 15 leading Hispanic real estate entrepreneurs in the nation. In 2006, she was invited to join the San Diego Foundation CREFT Board and this year, she was invited to join The Housing Opportunities Collaborative Board of San Diego.

A passionate traveler and food and wine connoisseur, Ms. Ayad makes her home in Encinitas.

Mission Home Loans
Yamila M. Ayad
President
Website: www.missionhomeloans.com
Email: yamila@missionhomeloans.com

 

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Darral Baskin, The Baskin Real Estate Specialists. Homes, Commercial Real Estate, and home selling and buying services for the Tulsa, OK area including surrounding communities of Bixby, Jenks, Broken Arrow, Glenpool, Owasso, and all other communities in Tulsa County. The Baskin Real Estate Specialists are recognized by Who's Who in Luxury Real Estate, Star Power, CyberStars.  Baskin hosts three local radio and television shows for real estate and is considered Tulsa's expert real estate adviser.  

 

Tulsa, Oklahoma
The Baskin Real Estate Specialists
Darryl Baskin
Website: www.darrylbaskin.com
email: Darryl@darrylbaskin.com

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Janet Acheatel, Crown Consulting Group. Janet has held senior positions in the investment management and financial services industries over the past 28 years.  Prior to launching Crown Consulting Group, Janet was a Portfolio Manager at Brandes Investment Partners, a global investment management firm in San Diego, CA. During her tenure at Brandes, she created the firm’s in-house Investment Professional Development Program, a professional communications and leadership training program with a focus on presentation skills training.

Before joining Brandes, Janet was a Senior Institutional Client Service Officer at Nicholas-Applegate Capital Management.  Her clients were broadly diversified by client type, geography and investment mandate.  She was also Vice President of Marketing Communications and Research managing the firm’s institutional marketing efforts.  As Executive Vice President at Lexington Capital Management, Janet served on the firm’s investment policy committee and was Principal for the firm’s Advisory and Broker/Dealer divisions.  Her career in the investment management industry began as an account executive with a Dean Witter Reynolds.

Janet earned her MBA from National University and BA from the University of Rhode Island. She is a founding member and past president of PAICR, the Professional Association for Investment Communications Resources and currently serves on the Advisory Committee.  She is active in various community organizations and serves on the Finance Committee of the Jewish Community Foundation of San Diego.

Crown Consulting Group
Janet Acheatel
CEO
Office: 619 977-5350
Website: www.crownconsultinggroup.com
Email: info@crownconsultinggroup.com

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Karen Bates, CPA/President:  Karen served eight years in the Navy as an Air Traffic Controller.  Following her naval career, she graduated from Old Dominion University with a major in accounting and was valedictorian of her business college.  Karen later went on to complete a Master’s of Taxation and acquire her CPA license.  As a CPA, Karen gained invaluable experience preparing tax returns and auditing small businesses and individuals with PricewaterhouseCoopers, LLP.  Upon arrival in San Diego, Karen obtained a position with a mortgage lending company where she began educating herself on all aspects of the mortgage industry and received her Real Estate Broker License.  With her background as an active duty military member, as a tax accountant and as a mortgage broker, Karen has an unbeatable combination of skills and knowledge to help military families achieve their dream of home ownership. 

 

Ken Bates, Vice President:  Ken entered the Navy as a commissioned officer in 1993 after earning an aeronautical engineering degree from Rensselaer Polytechnic Institute.  He began as a Radar Intercept Officer (RIO, back seater) in the F-14 Tomcat assigned to the ‘Bounty Hunters’ of VF-2 in Virginia Beach, Virginia.  Following VF-2, Ken graduated from the prestigious Naval Test Pilot School and later was the key player in delivering last minute upgrades to the Tomcat community just prior to the beginning of the Iraqi war.  He left active duty in August 2005, and is still an active Naval Reservist locally in San Diego.  With his engineering background and experience as a test pilot, you will not find a better critical thinker on any team! 

Military Home Programs, Inc.
Karen and Ken Bates, CPA
President
Office: 619 422-5900
Cell: 619 254-3180
Fax: 619 422-5999
Website: www.MilitaryHomePrograms.com
Email: ken@MilitaryHomePrograms.com

 

David Wright
Senior Loan Officer

Biography 

Each day I look to live life it to its fullest potential and do my very best.  I look at every difficulty in life as an opportunity to be conquered and learned from.  Growth is part of life, we never stop growing and learning, till we stop breathing. In life we have choices each day, what separates successful people from  others is being able to live your life with the highest level of integrity, intensity and passion, this is how I live. 

Education

Mesa Community College San Diego: AA Degree Psychology San Diego State University: BS Degree, Double Major, Business Administration and Finance  CaHFA, FHA, VA, DCCA, MCC,  certified        

Experience

I have enjoyed my profession as a Loan Officer for 7.5 years.  During this time I have worked for several different institutions, from the broker world to banking world.  Also I have been able to consistently rank in the top 10% and 5% on a national basis for my work performance. 

Hobbies 

The ocean plays a large part in my life; I have grown up in it surfing, diving, and fishing.  I also enjoy riding motorcycles as well (I built my Harley.)   Working out also plays major role in my life as does Religion and constant learning.  Lastly I am an avid reader and adrenalin purser of anything that poses a challenge. 

David Wright
Senior Loan Officer
4275 Executive Square Suite 700
La Jolla CA, 92037
Office: 858-457-5222
Cell: 858-349-7468
Fax: 1-866-921-0541
Email: David.Wright@imb.com

Julie Clark
Senior FHA/VA bond underwriter

Julie Clark Bio

I began my career by processing all loan types, then I was a Loan Officer briefly before going into Underwriting for many, many, years, when FHA came out with the Direct Endorsement program and VA came out with the Automatic program and then the LAPP I moved directly into specializing in these loans.  I have managed Underwriting and Funding centers for many years and also I currently manage the Mentoring Hub in Irvine, CA for Indymac where we help new DE and VA underwriters begin their careers.  We also handle underwriting exceptions and 2nd Look Reviews for difficult loans and properties in order to enable us to do loans that demand special attention because of special circumstances’ with borrowers.  I love what I do and enjoy helping people become new homeowners.  

Chuck Bishop, Senior Title Officer - Vice President, California Title Company

California Title's very own Chuck Bishop has been a leader in the Title industry since 1964. He brings with him a wealth of experience including:

-Chief Title Officer
-Lender Service Division Title Officer
-Residential Resale Title Officer
-Searching and Examining
-Special Projects
-Specializes in handling Foreclosures and Short Sales
-Sub-division and Builders Services Title Officer
-Title Engineer

California Title Company
Chuck Bishop
Vice President, Senior Title Officer
Office: 858 735-2411
Website: www.caltitle.com
Email: chuckb@caltitle.com

 

Brian Olenik, California Title Company

Brian is a native San Diegan and graduate of the University of San Diego, School of Business. With over 10 years of combined Title Insurance and Real Estate knowledge, Brian is committed to providing a superior level of service and quality to all of his customers.

California Title Company
Brian Olenik
Sales Representative
Office: 858 735-2411
Website: www.caltitle.com
Email: briano@caltitle.com

Ginni Field, Real Estate Branch Manager, Coldwell Banker, Life and Business Coach

Ginni Field started in the business world in the ‘70s running the operations side of a successful trade show design and production company. From that start, Ginni continued working in Corporate America in Operations and Systems/Organizational Management.

Ginni then began a real estate career in August of 1986 and began managing her first branch in January of 1989. Her many accolades as a REALTOR included being named REALTOR Associate of the Year in 1991 and REALTOR of the Year 1998 by the Greater Fairfield Association of REALTORS in Fairfield, Connecticut. She is a former state director of the Connecticut Association of REALTORS and former president of the Greater Fairfield Association of REALTORS.

Ginni is currently a California Association of REALTORS Director and has been assigned to several committees over the years including the Business Practices Task Force, Legislative Committee License Law Working Group and the Education Committee. Ginni served as Regional Chair for Region 29 for the California Association of Realtors in 2006 and served on the Executive committee of the California Association of Realtors in 2007. Ginni was also 2004 President of the North San Diego County Association of REALTORS.

Ginni has been a National Association of REALTORS Director since 2002 having served as the Liaison for the Education Committee to the California Association of Realtors in 2006, the Business Issues Committee in 2007 and the Professional Development Committee in 2008.

Within her extensive experience, Ginni holds several REALTOR designations including Graduate of REALTOR Institute (GRI), Accredited Buyer Representative (ABR), Senior Real Estate Specialist (SRES), and Certified Residential Brokerage Manager (CRB). Additionally, she has taken the Foundations Course with the International Coach Federation.

Ginni teaches Business Development, Business Planning and Goal Setting, Time Management and general organizational and systemization skills for real estate professionals and small business owners and entrepreneurs.

Ginni has been a real estate and life coach since 1991. She feels her greatest asset is her ability to connect to her coaching clients and help them discover their greatest potential – working within their own personal needs and style. She is passionate about helping people achieve their goals.

Real Estate Branch Manager
Colewell Banker
Life and Business Coach
Ginni Field
Website:  www.coachginni.com
Website: www.californiamoves.com

Adam Molnar, Senior Vice President, Partner, Coldwell Banker Commercial.

Adam Molnar specializes in helping business owners, developers and investors acquire, sell and lease North San Diego County's industrial properties.

Leveraging his extensive market knowledge, Adam Molnar was named Top Producer in 2005 and 2006. Since his 2001 commencement at Coldwell Banker Commercial North County Properties, Adam has consistently been named a Top-Ten Producer, a distinction that reflects his dedication to keeping ahead of an ever-changing market. Most recently he negotiated sale and lease transactions with a total annual value of $82,945,650. In 2005, Adam won Coldwell Banker North County’s award for the highest number of transactions. Coupled with his market knowledge, this transactional experience allows Adam to recognize and create opportunities earlier than other brokers, thereby securing a competitive advantage and increasing his clients’ profits. Adam specializes in helping business owners, developers and investors acquire, sell and lease North San Diego County’s industrial real estate. Before joining Coldwell Banker, Adam earned partnership within four years at Lee & Associate Commercial Real Estate. Setting the foundation for his current area of expertise, Adam specialized in sales and leasing of North San Diego County’s industrial properties. During his tenure at Lee & Associates, he won both the Rookie of the Year Award and the Founder’s Award. In 1996, he graduated from the University of Cincinnati with a bachelor’s degree in real estate and finance prior to becoming a commercial real estate agent for Cincinnati’s DeVitt & Associates. Adam served as president for the City of Vista’s Economic Development Association from 2002 to 2003, earning the association’s Standing Tall Leadership Award. He also won the President’s Award in 1999 and the Josh Cosh Award in 2002 for notable contributions to the city’s economic development. Adam’s clients include Hamman Companies, Southern California Investors, Inc., Burke Real Estate Group, The Rockefeller Group, DEI, Black Box, DDH Enterprise, and Citymark Development, to name a few. He is editor of The Square Footer, a quarterly newsletter published by the nation’s top-performing franchise for Coldwell Banker Commercial. Adam currently resides in San Marcos with his wife, Lisa, and their sons: Mason, Gabriel, and Trent. He is president of the Homeowners’ Association and is an avid mountain biker and surfer.

Primary Specialty

- General Commercial Real Estate

Disciplines

- General Commercial Real Estate

Education
- Bachelor of Bus Admin, University of Cincinnati

Awards
- Most Transactions, 2005

- Top Producer, 2005
- Top Producer, 2006

Adam Molnar
Senior Vice President, Partner
Coldwell Banker Commercial.
Website: www.cbcworldwide.com
email: amolnar@cbcworldwide.com

 

Linda Lee, Broker, CPA, CRS, GRI, RMS, e-Pro
Prudential California Realty
16089 San Dieguito Road, #H101
Rancho Santa Fe, CA 92067
(858) 720-9699
(858) 720-6699 - fax
San Diego Home Search
http://www.yoursourceforsandiegohomes.com/

Building Dreams, Serving Communities, Changing Lives, Achieving Impossibles.