June 2024
Exciting news!
Our latest issue of Echelon Professional Magazine, featuring articles by and about our members, is now available and copies are on their way out to all members. Take a look at the digital issue HERE.
If you’d like to contribute an article or advertisement to the next issue, please contact Linda Weg at [email protected].
E1 Valley Trust & Estates had a great meeting last month where they gathered at King’s Fish House!
E1 Woodland Hills discussed about true needs for their businesses this year. Also, their All-on-One interviewee was Chris Galeski!
NextGen Calabasas had an engaging discussion on boundaries. They shared examples and stories of boundaries they have set with work and/or clients and ways they uphold their boundaries. After that, they went on to discuss the last time they tried something new, what it was, and what inspired them to try it!
Wine & Whiskey Specialty Group gathered to taste a variety of bubbly! The group learned all about and compared Brut Champagne, Sparkling Wine, Cava, and Prosecco. The French variety was the overwhelming winner for best taste.
The Echelon Radio Podcast has more than 1000 downloads!
Thank you to everyone who has joined us as a guest on the podcast and of course, everyone who has listened and shared our episodes!
Check out one of our 50 published episodes today
wherever you get your podcasts or at EchelonBizDev.com !
How She Got Her Start with Jerri Hemsworth
Jennifer Caruso—Morton Wealth
Jennifer shares her story of how her journey into becoming a wealth advisor began. How did her finance degree prepare her for her journey? What drew her to Morton Wealth? Where is the next marathon she is running located? Listen to how Jennifer got her start.
Meet the Member
Donald Jones—DMJ Insurance Services, Inc.
After finding his way back to his hometown in Camarillo, California, Don Jones is trailblazing an evolutionary path in the insurance industry. DMJ Insurance Services offers a comprehensive Benefits Outsource Program that eases the burden of HR departments compliance. It also saves HR employee time and money.
How She Got Her Start with Jerri Hemsworth
Annemarie Penny—Founder of Dreamore
Annemarie shares her story of how her journey into recruiting began. Who were her mentors during this journey? What instrument does she play? Where does she like to be outside of the work? Listen to how Annemarie got her start.
Last month’s ACG 101’s Spring Networking Mixer was a hit! It was a well attended event where attendees had the opportunity to sample some delicious wines from all of the sponsors while meeting and connecting with other business professionals. Stay tuned to find out when the next ACG 101 event will be!
Rosanna Savone
Founder and Attorney — Savone Law
Rosanna Savone, Founder and Attorney of Savone Law, focuses in guiding business owners to plan and protect their businesses, families, and legacies.
Annemarie Penny
Founder — Dreamore
Annemarie Penny, Founder of Dreamore, is a recruiter and advisor for startups and middle market business. They leverage their industry expertise, deep relations, and strategic sourcing to help you find, attract, and retain better people.
Love networking? Join us at Forman’s Whiskey Tavern on June 12th for
Echelon’s Summer Kickoff Mixer! RSVP HERE
- E1 Woodland Hills Regular Monthly Meeting— June 5
- E1 Encino Regular Monthly Meeting—June 5
- Echelon Women’s Group Regular Monthly Meeting — June 6
- NextGen Conejo Valley Regular Monthly Meeting — June 11
- NextGen Calabasas Regular Monthly Meeting — June 12
- Echelon’s Summer Kickoff Mixer — June 12
- E1 Santa Monica Regular Monthly Meeting —June 13
- E1 West L.A. Regular Monthly Meeting — June 17
- E1 East Valley Regular Monthly Meeting —June 18
- E1 Calabasas Regular Monthly Meeting —June 18
- E1 Warner Center Regular Monthly Meeting — June 19
- Tax Matters Specialty Group Regular Monthly Meeting — June 19
- E1 Agoura/Westlake Regular Monthly Meeting — June 20
- E1 Valley Trust & Estates Regular Monthly Meeting —June 25
- Wine & Whiskey Specialty Group Regular Monthly Meeting — June 26
“I’m definitely glad I’m a member – I’m a group leader, co-lead for the (E1) Westlake/Agoura Group. I think Echelon is a great incubator for those people who really want to take their business to the next level, biz dev…A lot of the people I’ve met within Echelon have been new to me, and being a member has definitely expanded my sphere of influence and resource base. Having new referral sources for me is important, and the caliber of people within the sphere of my fellow Echelon members makes me very comfortable with them and in my referring people to them.
–Jennifer Felten | E1 Agoura/Westlake
