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March 15, 2023

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Tricia Muehlbauer, Executive Director

 PO Box 7585 Colorado Springs, CO 80933-7585
Telephone: 719-291-5545; Fax: 719-213-2693
Email: director@csea.biz
Website: www.csea.biz

The information herein is privileged and is furnished by and for the members of the Colorado Springs Executives
Association. Any claim of damage resulting from others having access hereto is the sole responsibility of the
members or firm permitting such and is not the responsibility of the Association. Information in the newsletter has
been obtained and listed with care from sources deemed reliable, but its correctness is not guaranteed.

Current Board of Directors:Tara Irons-President; Kim Griffis-Past President; Larry Blevins-Vice President; Jenn Kolk-Secretary; JP West-Treasurer; Angie Peters; Jim Little; Karen Heun; Kody Miller

To download the newsletter, click here.

March 22, 2023

We are in need of a presenter!  Who wants to grab it?!  


Greeter-to be determined


March 15, 2023

Thank you to Todd Matia, Harvey Investment Management, for today’s presentation.  Todd shared his not so straight path to where he is today, while helping define what it means to truly be a wealth fiduciary.  If you missed today’s presentation and are wondering what a wealth fiduciary really is, it’s time to set up a visit with Todd to learn!

https://harveyinvestmentmanagement.com/


ATTENDANCE:  32


GUESTS: 

Diana Thate- Katie Wendlend, retirement Human Interest (last week)


BIRTHDAYS: none

DOORPRIZE: Congrats to Karen Heun who won a $50 gift certificate from Todd Matia to spend at Coaltrain!










Notes from your executive director:

At last week’s board of directors meeting, the board:

  • Opened the category of ‘Affordable Housing’ for Dana Rocha, Greccio Housing.  Dana is sponsored by Tammy Fogall, the Gazette. 

BUSINESS CHANGE:

  1. None

BUSINESS INFORMATION (information pertaining to members’ businesses):

  1. Watch for the “Que Tortas” food truck. We logoed it up! (SPENCER SWANN)

  2. Do you know where your customers live? SANDIA can run a heat map of your current customers—confirming you are targeting the right areas or highlighting opportunities to build your business. Call Bernard Sandoval if you are interested. (719) 200-3634  (BERNARD SANDOVAL)

  3. If you have items that need to be sold, please give me a call. I am getting ready to open a facility to help people with their items that need to be liquidated. (KEVIN HOLT)

  4. Beginning Monday March 27th, customers can enjoy a Wendy’s sausage or bacon, egg and swiss croissant plus small seasoned fries for only $3. (DIANE DOYLE)

  5. Take out your banking frustrations with a run! All your running needs from The Colorado Running Company! A few sale shoes at the store! (JEFF TARBERT)

CALL BOARD:

  1. Kody Miller, call me about HELOC…direct lead? (JOE WILSON)

  2. JP, please give me a call so I can learn more about your business insurance. Thanks! (CANDY VANDENBERG)

COMMUNITY EVENTS:

  1. Pikes Peak Philharmonic Concert on Sunday March 26th at 3pm at Ent Center for the Arts, featuring The Planets by Holst. Tickets at the door. (BRENDA SPEER)

DIRECT LEADS (when you yourself do business w/ a member or someone you referred to a member does business with that member) AND REFERRALS:

  1. Direct lead to Tara! Thanks. (SPENCER SWANN)

  2. Direct lead Coaltrain. (SPENCER SWANN)

  3. Direct lead to Simon Penner. (STEVE NYRHINEN)

  4. Direct lead to Healthy Smile Dental. (NANCY KELLY)

  5. Direct lead to Furry Friends. I purchased at least one large bag of food for the last four months. (DIANE DOYLE)

  6. Direct lead to Skyway Creations for two beautiful arrangements for two people. (DIANE DOYLE)

  7. Direct lead to ADD STAFF, two wonderful employees for our payroll. (DIANE DOYLE)

  8. Direct lead to Chris at Waldrons Photobooth. Thank you. (GREG SWARTZ)

  9. Direct lead to Ben Wojchik with USI Insurance. (DIANA THATE)

  10. Direct lead to Todd Matia with Harvey Investment. (DIANA THATE)

  11. Ongoing leads to Payroll City, Ent, WestCo, Gazette, Waste Management.  (BERNARD SANDOVAL)

  12. Direct lead to Brightway Insurance. I sent two borrowers your way. (KODY MILLER)

  13. Direct lead to Brenda Speer; I referred a game designer to you. (CHRIS PELOSO)

  14. Direct lead to Coaltrain. I need a wine from Portugal! (ALLAN TODD)

  15. Direct lead to Arrow Moving for a commercial move. (MARK COPELIN)

  16. Direct lead to Sasquatch Cookies for a company event, delivering today with Brooke. (MARK COPELIN)

  17. Direct lead to City Glass for door repair. (DON MOON)

  18. Direct lead to Waldrons Family Studio. (CAROLINE FLEMING)

  19. Direct lead to Ent. (CAROLINE FLEMING)

  20. Direct lead to City Glass. (CAROLINE FLEMING)

  21. Direct lead to Colorado Running Company for shoe fitting and new shoes! Thank you! (BILL HUFFOR)

  22. Direct lead to Coaltrain. (STEPHANIE HORTON)

  23. Direct lead to Josh, Switchbacks. (BEN WOJCHIK)

  24. Direct lead to Rohn CPA group. (KAREN HEUN)

  25. Direct lead to Sasquatch Cookies.  (TRICIA MUEHLBAUER)

EMPLOYMENT:

  1. I need licensed electricians. $40/hr. Great benefits package. Come work with best of the springs. (GREG SWARTZ)

KUDOS:

  1. None                    

MEMBER-TO-MEMBER THANKS:

  1. Thanks to Chris W. and good luck with the “Big Dog Drone Service”. (SPENCER SWANN)

  2. Mark Copelin, thank you for the lead! (EDDIE HURT)

  3. Thank you Caroline and John with Weathercraft Roofing. (CHRIS WALDRON)

  4. Thank you Spence. (CHRIS WALDRON)

  5. Thanks to Ent Credit Union for their direct mailers. (STEVE NYRHINEN) 

  6. Thanks to all my Exec patients! (JOE WILSON)

  7. Thanks for taking care of our embroidery order, Karen Heun. (MAT LAFLEUR)

  8. Thanks for the commercial move opportunity, Mark Copelin. (MAT LAFLEUR) 

  9. Thank you Adam and Son for great service on my truck. (JOSH MIDDLETON)

  10. Thank you Bill for the fresh raw dog food. Now my dog refuses to eat his regular kibble! (JP WEST)

  11. Thanks to Jim and Peggy for renewing Coaltrain sponsorship of Coltrane Matrix on Jazz 93.5. (STEPHANIE HORTON)

  12. Thank you to Matt LaFleur and Arrow Moving and Storage. (KAREN HEUN)

  13. Thank you Spencer. (TARA IRONS)

MESSAGING SERVICE:

  1. Welcome Tyler and Benjamin! (BRENDA SPEER)

  2. Welcome to the new Execs. (TARA IRONS)

  3. Many thanks to all of you for sending Sasquatch cookies to me.  I am so thankful and miss you all. Hope to see you soon.  (DEWEY REINHARD)

MISCELLANEOUS:

  1. None

NEW BUSINESS:

  1. None

PROGRAM COMMENTS:

  1. Great presentation. (JOE WILSON)

  2. Todd Matia, quite a background! Amazing! (NANCY KELLY)

  3. Great presentation! (DIANE DOYLE)

  4. Great presentation, Todd! So happy to have you in Execs! (KODY MILLER)

  5. Thanks Todd, very interesting program. (LARRY BLEVINS)

  6. Thank you Todd for your presentation and sharing your knowledge. (BRENDA SPEER)

  7. Interesting program. Thanks Todd! (JIM SMITH)



 



Tricia Muehlbauer, Executive Director

 PO Box 7585 Colorado Springs, CO 80933-7585
Telephone: 719-291-5545; Fax: 719-213-2693
Email: director@csea.biz
Website: www.csea.biz

The information herein is privileged and is furnished by and for the members of the Colorado Springs Executives
Association. Any claim of damage resulting from others having access hereto is the sole responsibility of the
members or firm permitting such and is not the responsibility of the Association. Information in the newsletter has
been obtained and listed with care from sources deemed reliable, but its correctness is not guaranteed.

Current Board of Directors:Tara Irons-President; Kim Griffis-Past President; Larry Blevins-Vice President; Jenn Kolk-Secretary; JP West-Treasurer; Angie Peters; Jim Little; Karen Heun; Kody Miller

To download the newsletter, click here.

March 22, 2023

We are in need of a presenter!  Who wants to grab it?!  


Greeter-to be determined


March 15, 2023

Thank you to Todd Matia, Harvey Investment Management, for today’s presentation.  Todd shared his not so straight path to where he is today, while helping define what it means to truly be a wealth fiduciary.  If you missed today’s presentation and are wondering what a wealth fiduciary really is, it’s time to set up a visit with Todd to learn!

https://harveyinvestmentmanagement.com/


ATTENDANCE:  32


GUESTS: 

Diana Thate- Katie Wendlend, retirement Human Interest (last week)


BIRTHDAYS: none

DOORPRIZE: Congrats to Karen Heun who won a $50 gift certificate from Todd Matia to spend at Coaltrain!










Notes from your executive director:

At last week’s board of directors meeting, the board:

  • Opened the category of ‘Affordable Housing’ for Dana Rocha, Greccio Housing.  Dana is sponsored by Tammy Fogall, the Gazette. 

BUSINESS CHANGE:

  1. None

BUSINESS INFORMATION (information pertaining to members’ businesses):

  1. Watch for the “Que Tortas” food truck. We logoed it up! (SPENCER SWANN)

  2. Do you know where your customers live? SANDIA can run a heat map of your current customers—confirming you are targeting the right areas or highlighting opportunities to build your business. Call Bernard Sandoval if you are interested. (719) 200-3634  (BERNARD SANDOVAL)

  3. If you have items that need to be sold, please give me a call. I am getting ready to open a facility to help people with their items that need to be liquidated. (KEVIN HOLT)

  4. Beginning Monday March 27th, customers can enjoy a Wendy’s sausage or bacon, egg and swiss croissant plus small seasoned fries for only $3. (DIANE DOYLE)

  5. Take out your banking frustrations with a run! All your running needs from The Colorado Running Company! A few sale shoes at the store! (JEFF TARBERT)

CALL BOARD:

  1. Kody Miller, call me about HELOC…direct lead? (JOE WILSON)

  2. JP, please give me a call so I can learn more about your business insurance. Thanks! (CANDY VANDENBERG)

COMMUNITY EVENTS:

  1. Pikes Peak Philharmonic Concert on Sunday March 26th at 3pm at Ent Center for the Arts, featuring The Planets by Holst. Tickets at the door. (BRENDA SPEER)

DIRECT LEADS (when you yourself do business w/ a member or someone you referred to a member does business with that member) AND REFERRALS:

  1. Direct lead to Tara! Thanks. (SPENCER SWANN)

  2. Direct lead Coaltrain. (SPENCER SWANN)

  3. Direct lead to Simon Penner. (STEVE NYRHINEN)

  4. Direct lead to Healthy Smile Dental. (NANCY KELLY)

  5. Direct lead to Furry Friends. I purchased at least one large bag of food for the last four months. (DIANE DOYLE)

  6. Direct lead to Skyway Creations for two beautiful arrangements for two people. (DIANE DOYLE)

  7. Direct lead to ADD STAFF, two wonderful employees for our payroll. (DIANE DOYLE)

  8. Direct lead to Chris at Waldrons Photobooth. Thank you. (GREG SWARTZ)

  9. Direct lead to Ben Wojchik with USI Insurance. (DIANA THATE)

  10. Direct lead to Todd Matia with Harvey Investment. (DIANA THATE)

  11. Ongoing leads to Payroll City, Ent, WestCo, Gazette, Waste Management.  (BERNARD SANDOVAL)

  12. Direct lead to Brightway Insurance. I sent two borrowers your way. (KODY MILLER)

  13. Direct lead to Brenda Speer; I referred a game designer to you. (CHRIS PELOSO)

  14. Direct lead to Coaltrain. I need a wine from Portugal! (ALLAN TODD)

  15. Direct lead to Arrow Moving for a commercial move. (MARK COPELIN)

  16. Direct lead to Sasquatch Cookies for a company event, delivering today with Brooke. (MARK COPELIN)

  17. Direct lead to City Glass for door repair. (DON MOON)

  18. Direct lead to Waldrons Family Studio. (CAROLINE FLEMING)

  19. Direct lead to Ent. (CAROLINE FLEMING)

  20. Direct lead to City Glass. (CAROLINE FLEMING)

  21. Direct lead to Colorado Running Company for shoe fitting and new shoes! Thank you! (BILL HUFFOR)

  22. Direct lead to Coaltrain. (STEPHANIE HORTON)

  23. Direct lead to Josh, Switchbacks. (BEN WOJCHIK)

  24. Direct lead to Rohn CPA group. (KAREN HEUN)

  25. Direct lead to Sasquatch Cookies.  (TRICIA MUEHLBAUER)

EMPLOYMENT:

  1. I need licensed electricians. $40/hr. Great benefits package. Come work with best of the springs. (GREG SWARTZ)

KUDOS:

  1. None                    

MEMBER-TO-MEMBER THANKS:

  1. Thanks to Chris W. and good luck with the “Big Dog Drone Service”. (SPENCER SWANN)

  2. Mark Copelin, thank you for the lead! (EDDIE HURT)

  3. Thank you Caroline and John with Weathercraft Roofing. (CHRIS WALDRON)

  4. Thank you Spence. (CHRIS WALDRON)

  5. Thanks to Ent Credit Union for their direct mailers. (STEVE NYRHINEN) 

  6. Thanks to all my Exec patients! (JOE WILSON)

  7. Thanks for taking care of our embroidery order, Karen Heun. (MAT LAFLEUR)

  8. Thanks for the commercial move opportunity, Mark Copelin. (MAT LAFLEUR) 

  9. Thank you Adam and Son for great service on my truck. (JOSH MIDDLETON)

  10. Thank you Bill for the fresh raw dog food. Now my dog refuses to eat his regular kibble! (JP WEST)

  11. Thanks to Jim and Peggy for renewing Coaltrain sponsorship of Coltrane Matrix on Jazz 93.5. (STEPHANIE HORTON)

  12. Thank you to Matt LaFleur and Arrow Moving and Storage. (KAREN HEUN)

  13. Thank you Spencer. (TARA IRONS)

MESSAGING SERVICE:

  1. Welcome Tyler and Benjamin! (BRENDA SPEER)

  2. Welcome to the new Execs. (TARA IRONS)

  3. Many thanks to all of you for sending Sasquatch cookies to me.  I am so thankful and miss you all. Hope to see you soon.  (DEWEY REINHARD)

MISCELLANEOUS:

  1. None

NEW BUSINESS:

  1. None

PROGRAM COMMENTS:

  1. Great presentation. (JOE WILSON)

  2. Todd Matia, quite a background! Amazing! (NANCY KELLY)

  3. Great presentation! (DIANE DOYLE)

  4. Great presentation, Todd! So happy to have you in Execs! (KODY MILLER)

  5. Thanks Todd, very interesting program. (LARRY BLEVINS)

  6. Thank you Todd for your presentation and sharing your knowledge. (BRENDA SPEER)

  7. Interesting program. Thanks Todd! (JIM SMITH)



 



Tricia Muehlbauer, Executive Director

 PO Box 7585 Colorado Springs, CO 80933-7585
Telephone: 719-291-5545; Fax: 719-213-2693
Email: director@csea.biz
Website: www.csea.biz

The information herein is privileged and is furnished by and for the members of the Colorado Springs Executives
Association. Any claim of damage resulting from others having access hereto is the sole responsibility of the
members or firm permitting such and is not the responsibility of the Association. Information in the newsletter has
been obtained and listed with care from sources deemed reliable, but its correctness is not guaranteed.

Current Board of Directors:Tara Irons-President; Kim Griffis-Past President; Larry Blevins-Vice President; Jenn Kolk-Secretary; JP West-Treasurer; Angie Peters; Jim Little; Karen Heun; Kody Miller

To download the newsletter, click here.

March 22, 2023

We are in need of a presenter!  Who wants to grab it?!  


Greeter-to be determined


March 15, 2023

Thank you to Todd Matia, Harvey Investment Management, for today’s presentation.  Todd shared his not so straight path to where he is today, while helping define what it means to truly be a wealth fiduciary.  If you missed today’s presentation and are wondering what a wealth fiduciary really is, it’s time to set up a visit with Todd to learn!

https://harveyinvestmentmanagement.com/


ATTENDANCE:  32


GUESTS: 

Diana Thate- Katie Wendlend, retirement Human Interest (last week)


BIRTHDAYS: none

DOORPRIZE: Congrats to Karen Heun who won a $50 gift certificate from Todd Matia to spend at Coaltrain!










Notes from your executive director:

At last week’s board of directors meeting, the board:

  • Opened the category of ‘Affordable Housing’ for Dana Rocha, Greccio Housing.  Dana is sponsored by Tammy Fogall, the Gazette. 

BUSINESS CHANGE:

  1. None

BUSINESS INFORMATION (information pertaining to members’ businesses):

  1. Watch for the “Que Tortas” food truck. We logoed it up! (SPENCER SWANN)

  2. Do you know where your customers live? SANDIA can run a heat map of your current customers—confirming you are targeting the right areas or highlighting opportunities to build your business. Call Bernard Sandoval if you are interested. (719) 200-3634  (BERNARD SANDOVAL)

  3. If you have items that need to be sold, please give me a call. I am getting ready to open a facility to help people with their items that need to be liquidated. (KEVIN HOLT)

  4. Beginning Monday March 27th, customers can enjoy a Wendy’s sausage or bacon, egg and swiss croissant plus small seasoned fries for only $3. (DIANE DOYLE)

  5. Take out your banking frustrations with a run! All your running needs from The Colorado Running Company! A few sale shoes at the store! (JEFF TARBERT)

CALL BOARD:

  1. Kody Miller, call me about HELOC…direct lead? (JOE WILSON)

  2. JP, please give me a call so I can learn more about your business insurance. Thanks! (CANDY VANDENBERG)

COMMUNITY EVENTS:

  1. Pikes Peak Philharmonic Concert on Sunday March 26th at 3pm at Ent Center for the Arts, featuring The Planets by Holst. Tickets at the door. (BRENDA SPEER)

DIRECT LEADS (when you yourself do business w/ a member or someone you referred to a member does business with that member) AND REFERRALS:

  1. Direct lead to Tara! Thanks. (SPENCER SWANN)

  2. Direct lead Coaltrain. (SPENCER SWANN)

  3. Direct lead to Simon Penner. (STEVE NYRHINEN)

  4. Direct lead to Healthy Smile Dental. (NANCY KELLY)

  5. Direct lead to Furry Friends. I purchased at least one large bag of food for the last four months. (DIANE DOYLE)

  6. Direct lead to Skyway Creations for two beautiful arrangements for two people. (DIANE DOYLE)

  7. Direct lead to ADD STAFF, two wonderful employees for our payroll. (DIANE DOYLE)

  8. Direct lead to Chris at Waldrons Photobooth. Thank you. (GREG SWARTZ)

  9. Direct lead to Ben Wojchik with USI Insurance. (DIANA THATE)

  10. Direct lead to Todd Matia with Harvey Investment. (DIANA THATE)

  11. Ongoing leads to Payroll City, Ent, WestCo, Gazette, Waste Management.  (BERNARD SANDOVAL)

  12. Direct lead to Brightway Insurance. I sent two borrowers your way. (KODY MILLER)

  13. Direct lead to Brenda Speer; I referred a game designer to you. (CHRIS PELOSO)

  14. Direct lead to Coaltrain. I need a wine from Portugal! (ALLAN TODD)

  15. Direct lead to Arrow Moving for a commercial move. (MARK COPELIN)

  16. Direct lead to Sasquatch Cookies for a company event, delivering today with Brooke. (MARK COPELIN)

  17. Direct lead to City Glass for door repair. (DON MOON)

  18. Direct lead to Waldrons Family Studio. (CAROLINE FLEMING)

  19. Direct lead to Ent. (CAROLINE FLEMING)

  20. Direct lead to City Glass. (CAROLINE FLEMING)

  21. Direct lead to Colorado Running Company for shoe fitting and new shoes! Thank you! (BILL HUFFOR)

  22. Direct lead to Coaltrain. (STEPHANIE HORTON)

  23. Direct lead to Josh, Switchbacks. (BEN WOJCHIK)

  24. Direct lead to Rohn CPA group. (KAREN HEUN)

  25. Direct lead to Sasquatch Cookies.  (TRICIA MUEHLBAUER)

EMPLOYMENT:

  1. I need licensed electricians. $40/hr. Great benefits package. Come work with best of the springs. (GREG SWARTZ)

KUDOS:

  1. None                    

MEMBER-TO-MEMBER THANKS:

  1. Thanks to Chris W. and good luck with the “Big Dog Drone Service”. (SPENCER SWANN)

  2. Mark Copelin, thank you for the lead! (EDDIE HURT)

  3. Thank you Caroline and John with Weathercraft Roofing. (CHRIS WALDRON)

  4. Thank you Spence. (CHRIS WALDRON)

  5. Thanks to Ent Credit Union for their direct mailers. (STEVE NYRHINEN) 

  6. Thanks to all my Exec patients! (JOE WILSON)

  7. Thanks for taking care of our embroidery order, Karen Heun. (MAT LAFLEUR)

  8. Thanks for the commercial move opportunity, Mark Copelin. (MAT LAFLEUR) 

  9. Thank you Adam and Son for great service on my truck. (JOSH MIDDLETON)

  10. Thank you Bill for the fresh raw dog food. Now my dog refuses to eat his regular kibble! (JP WEST)

  11. Thanks to Jim and Peggy for renewing Coaltrain sponsorship of Coltrane Matrix on Jazz 93.5. (STEPHANIE HORTON)

  12. Thank you to Matt LaFleur and Arrow Moving and Storage. (KAREN HEUN)

  13. Thank you Spencer. (TARA IRONS)

MESSAGING SERVICE:

  1. Welcome Tyler and Benjamin! (BRENDA SPEER)

  2. Welcome to the new Execs. (TARA IRONS)

  3. Many thanks to all of you for sending Sasquatch cookies to me.  I am so thankful and miss you all. Hope to see you soon.  (DEWEY REINHARD)

MISCELLANEOUS:

  1. None

NEW BUSINESS:

  1. None

PROGRAM COMMENTS:

  1. Great presentation. (JOE WILSON)

  2. Todd Matia, quite a background! Amazing! (NANCY KELLY)

  3. Great presentation! (DIANE DOYLE)

  4. Great presentation, Todd! So happy to have you in Execs! (KODY MILLER)

  5. Thanks Todd, very interesting program. (LARRY BLEVINS)

  6. Thank you Todd for your presentation and sharing your knowledge. (BRENDA SPEER)

  7. Interesting program. Thanks Todd! (JIM SMITH)



 


Tricia Muehlbauer, Executive Director

 PO Box 7585 Colorado Springs, CO 80933-7585
Telephone: 719-291-5545; Fax: 719-213-2693
Email: director@csea.biz
Website: www.csea.biz

The information herein is privileged and is furnished by and for the members of the Colorado Springs Executives
Association. Any claim of damage resulting from others having access hereto is the sole responsibility of the
members or firm permitting such and is not the responsibility of the Association. Information in the newsletter has
been obtained and listed with care from sources deemed reliable, but its correctness is not guaranteed.

Current Board of Directors:Tara Irons-President; Kim Griffis-Past President; Larry Blevins-Vice President; Jenn Kolk-Secretary; JP West-Treasurer; Angie Peters; Jim Little; Karen Heun; Kody Miller

To download the newsletter, click here.

March 22, 2023

We are in need of a presenter!  Who wants to grab it?!  


Greeter-to be determined


March 15, 2023

Thank you to Todd Matia, Harvey Investment Management, for today’s presentation.  Todd shared his not so straight path to where he is today, while helping define what it means to truly be a wealth fiduciary.  If you missed today’s presentation and are wondering what a wealth fiduciary really is, it’s time to set up a visit with Todd to learn!

https://harveyinvestmentmanagement.com/


ATTENDANCE:  32


GUESTS: 

Diana Thate- Katie Wendlend, retirement Human Interest (last week)


BIRTHDAYS: none

DOORPRIZE: Congrats to Karen Heun who won a $50 gift certificate from Todd Matia to spend at Coaltrain!










Notes from your executive director:

At last week’s board of directors meeting, the board:

  • Opened the category of ‘Affordable Housing’ for Dana Rocha, Greccio Housing.  Dana is sponsored by Tammy Fogall, the Gazette. 

BUSINESS CHANGE:

  1. None

BUSINESS INFORMATION (information pertaining to members’ businesses):

  1. Watch for the “Que Tortas” food truck. We logoed it up! (SPENCER SWANN)

  2. Do you know where your customers live? SANDIA can run a heat map of your current customers—confirming you are targeting the right areas or highlighting opportunities to build your business. Call Bernard Sandoval if you are interested. (719) 200-3634  (BERNARD SANDOVAL)

  3. If you have items that need to be sold, please give me a call. I am getting ready to open a facility to help people with their items that need to be liquidated. (KEVIN HOLT)

  4. Beginning Monday March 27th, customers can enjoy a Wendy’s sausage or bacon, egg and swiss croissant plus small seasoned fries for only $3. (DIANE DOYLE)

  5. Take out your banking frustrations with a run! All your running needs from The Colorado Running Company! A few sale shoes at the store! (JEFF TARBERT)

CALL BOARD:

  1. Kody Miller, call me about HELOC…direct lead? (JOE WILSON)

  2. JP, please give me a call so I can learn more about your business insurance. Thanks! (CANDY VANDENBERG)

COMMUNITY EVENTS:

  1. Pikes Peak Philharmonic Concert on Sunday March 26th at 3pm at Ent Center for the Arts, featuring The Planets by Holst. Tickets at the door. (BRENDA SPEER)

DIRECT LEADS (when you yourself do business w/ a member or someone you referred to a member does business with that member) AND REFERRALS:

  1. Direct lead to Tara! Thanks. (SPENCER SWANN)

  2. Direct lead Coaltrain. (SPENCER SWANN)

  3. Direct lead to Simon Penner. (STEVE NYRHINEN)

  4. Direct lead to Healthy Smile Dental. (NANCY KELLY)

  5. Direct lead to Furry Friends. I purchased at least one large bag of food for the last four months. (DIANE DOYLE)

  6. Direct lead to Skyway Creations for two beautiful arrangements for two people. (DIANE DOYLE)

  7. Direct lead to ADD STAFF, two wonderful employees for our payroll. (DIANE DOYLE)

  8. Direct lead to Chris at Waldrons Photobooth. Thank you. (GREG SWARTZ)

  9. Direct lead to Ben Wojchik with USI Insurance. (DIANA THATE)

  10. Direct lead to Todd Matia with Harvey Investment. (DIANA THATE)

  11. Ongoing leads to Payroll City, Ent, WestCo, Gazette, Waste Management.  (BERNARD SANDOVAL)

  12. Direct lead to Brightway Insurance. I sent two borrowers your way. (KODY MILLER)

  13. Direct lead to Brenda Speer; I referred a game designer to you. (CHRIS PELOSO)

  14. Direct lead to Coaltrain. I need a wine from Portugal! (ALLAN TODD)

  15. Direct lead to Arrow Moving for a commercial move. (MARK COPELIN)

  16. Direct lead to Sasquatch Cookies for a company event, delivering today with Brooke. (MARK COPELIN)

  17. Direct lead to City Glass for door repair. (DON MOON)

  18. Direct lead to Waldrons Family Studio. (CAROLINE FLEMING)

  19. Direct lead to Ent. (CAROLINE FLEMING)

  20. Direct lead to City Glass. (CAROLINE FLEMING)

  21. Direct lead to Colorado Running Company for shoe fitting and new shoes! Thank you! (BILL HUFFOR)

  22. Direct lead to Coaltrain. (STEPHANIE HORTON)

  23. Direct lead to Josh, Switchbacks. (BEN WOJCHIK)

  24. Direct lead to Rohn CPA group. (KAREN HEUN)

  25. Direct lead to Sasquatch Cookies.  (TRICIA MUEHLBAUER)

EMPLOYMENT:

  1. I need licensed electricians. $40/hr. Great benefits package. Come work with best of the springs. (GREG SWARTZ)

KUDOS:

  1. None                    

MEMBER-TO-MEMBER THANKS:

  1. Thanks to Chris W. and good luck with the “Big Dog Drone Service”. (SPENCER SWANN)

  2. Mark Copelin, thank you for the lead! (EDDIE HURT)

  3. Thank you Caroline and John with Weathercraft Roofing. (CHRIS WALDRON)

  4. Thank you Spence. (CHRIS WALDRON)

  5. Thanks to Ent Credit Union for their direct mailers. (STEVE NYRHINEN) 

  6. Thanks to all my Exec patients! (JOE WILSON)

  7. Thanks for taking care of our embroidery order, Karen Heun. (MAT LAFLEUR)

  8. Thanks for the commercial move opportunity, Mark Copelin. (MAT LAFLEUR) 

  9. Thank you Adam and Son for great service on my truck. (JOSH MIDDLETON)

  10. Thank you Bill for the fresh raw dog food. Now my dog refuses to eat his regular kibble! (JP WEST)

  11. Thanks to Jim and Peggy for renewing Coaltrain sponsorship of Coltrane Matrix on Jazz 93.5. (STEPHANIE HORTON)

  12. Thank you to Matt LaFleur and Arrow Moving and Storage. (KAREN HEUN)

  13. Thank you Spencer. (TARA IRONS)

MESSAGING SERVICE:

  1. Welcome Tyler and Benjamin! (BRENDA SPEER)

  2. Welcome to the new Execs. (TARA IRONS)

  3. Many thanks to all of you for sending Sasquatch cookies to me.  I am so thankful and miss you all. Hope to see you soon.  (DEWEY REINHARD)

MISCELLANEOUS:

  1. None

NEW BUSINESS:

  1. None

PROGRAM COMMENTS:

  1. Great presentation. (JOE WILSON)

  2. Todd Matia, quite a background! Amazing! (NANCY KELLY)

  3. Great presentation! (DIANE DOYLE)

  4. Great presentation, Todd! So happy to have you in Execs! (KODY MILLER)

  5. Thanks Todd, very interesting program. (LARRY BLEVINS)

  6. Thank you Todd for your presentation and sharing your knowledge. (BRENDA SPEER)

  7. Interesting program. Thanks Todd! (JIM SMITH)



 



Tricia Muehlbauer, Executive Director

 PO Box 7585 Colorado Springs, CO 80933-7585
Telephone: 719-291-5545; Fax: 719-213-2693
Email: director@csea.biz
Website: www.csea.biz

The information herein is privileged and is furnished by and for the members of the Colorado Springs Executives
Association. Any claim of damage resulting from others having access hereto is the sole responsibility of the
members or firm permitting such and is not the responsibility of the Association. Information in the newsletter has
been obtained and listed with care from sources deemed reliable, but its correctness is not guaranteed.

Current Board of Directors:Tara Irons-President; Kim Griffis-Past President; Larry Blevins-Vice President; Jenn Kolk-Secretary; JP West-Treasurer; Angie Peters; Jim Little; Karen Heun; Kody Miller

To download the newsletter, click here.

March 22, 2023

We are in need of a presenter!  Who wants to grab it?!  


Greeter-to be determined


March 15, 2023

Thank you to Todd Matia, Harvey Investment Management, for today’s presentation.  Todd shared his not so straight path to where he is today, while helping define what it means to truly be a wealth fiduciary.  If you missed today’s presentation and are wondering what a wealth fiduciary really is, it’s time to set up a visit with Todd to learn!

https://harveyinvestmentmanagement.com/


ATTENDANCE:  32


GUESTS: 

Diana Thate- Katie Wendlend, retirement Human Interest (last week)


BIRTHDAYS: none

DOORPRIZE: Congrats to Karen Heun who won a $50 gift certificate from Todd Matia to spend at Coaltrain!










Notes from your executive director:

At last week’s board of directors meeting, the board:

  • Opened the category of ‘Affordable Housing’ for Dana Rocha, Greccio Housing.  Dana is sponsored by Tammy Fogall, the Gazette. 

BUSINESS CHANGE:

  1. None

BUSINESS INFORMATION (information pertaining to members’ businesses):

  1. Watch for the “Que Tortas” food truck. We logoed it up! (SPENCER SWANN)

  2. Do you know where your customers live? SANDIA can run a heat map of your current customers—confirming you are targeting the right areas or highlighting opportunities to build your business. Call Bernard Sandoval if you are interested. (719) 200-3634  (BERNARD SANDOVAL)

  3. If you have items that need to be sold, please give me a call. I am getting ready to open a facility to help people with their items that need to be liquidated. (KEVIN HOLT)

  4. Beginning Monday March 27th, customers can enjoy a Wendy’s sausage or bacon, egg and swiss croissant plus small seasoned fries for only $3. (DIANE DOYLE)

  5. Take out your banking frustrations with a run! All your running needs from The Colorado Running Company! A few sale shoes at the store! (JEFF TARBERT)

CALL BOARD:

  1. Kody Miller, call me about HELOC…direct lead? (JOE WILSON)

  2. JP, please give me a call so I can learn more about your business insurance. Thanks! (CANDY VANDENBERG)

COMMUNITY EVENTS:

  1. Pikes Peak Philharmonic Concert on Sunday March 26th at 3pm at Ent Center for the Arts, featuring The Planets by Holst. Tickets at the door. (BRENDA SPEER)

DIRECT LEADS (when you yourself do business w/ a member or someone you referred to a member does business with that member) AND REFERRALS:

  1. Direct lead to Tara! Thanks. (SPENCER SWANN)

  2. Direct lead Coaltrain. (SPENCER SWANN)

  3. Direct lead to Simon Penner. (STEVE NYRHINEN)

  4. Direct lead to Healthy Smile Dental. (NANCY KELLY)

  5. Direct lead to Furry Friends. I purchased at least one large bag of food for the last four months. (DIANE DOYLE)

  6. Direct lead to Skyway Creations for two beautiful arrangements for two people. (DIANE DOYLE)

  7. Direct lead to ADD STAFF, two wonderful employees for our payroll. (DIANE DOYLE)

  8. Direct lead to Chris at Waldrons Photobooth. Thank you. (GREG SWARTZ)

  9. Direct lead to Ben Wojchik with USI Insurance. (DIANA THATE)

  10. Direct lead to Todd Matia with Harvey Investment. (DIANA THATE)

  11. Ongoing leads to Payroll City, Ent, WestCo, Gazette, Waste Management.  (BERNARD SANDOVAL)

  12. Direct lead to Brightway Insurance. I sent two borrowers your way. (KODY MILLER)

  13. Direct lead to Brenda Speer; I referred a game designer to you. (CHRIS PELOSO)

  14. Direct lead to Coaltrain. I need a wine from Portugal! (ALLAN TODD)

  15. Direct lead to Arrow Moving for a commercial move. (MARK COPELIN)

  16. Direct lead to Sasquatch Cookies for a company event, delivering today with Brooke. (MARK COPELIN)

  17. Direct lead to City Glass for door repair. (DON MOON)

  18. Direct lead to Waldrons Family Studio. (CAROLINE FLEMING)

  19. Direct lead to Ent. (CAROLINE FLEMING)

  20. Direct lead to City Glass. (CAROLINE FLEMING)

  21. Direct lead to Colorado Running Company for shoe fitting and new shoes! Thank you! (BILL HUFFOR)

  22. Direct lead to Coaltrain. (STEPHANIE HORTON)

  23. Direct lead to Josh, Switchbacks. (BEN WOJCHIK)

  24. Direct lead to Rohn CPA group. (KAREN HEUN)

  25. Direct lead to Sasquatch Cookies.  (TRICIA MUEHLBAUER)

EMPLOYMENT:

  1. I need licensed electricians. $40/hr. Great benefits package. Come work with best of the springs. (GREG SWARTZ)

KUDOS:

  1. None                    

MEMBER-TO-MEMBER THANKS:

  1. Thanks to Chris W. and good luck with the “Big Dog Drone Service”. (SPENCER SWANN)

  2. Mark Copelin, thank you for the lead! (EDDIE HURT)

  3. Thank you Caroline and John with Weathercraft Roofing. (CHRIS WALDRON)

  4. Thank you Spence. (CHRIS WALDRON)

  5. Thanks to Ent Credit Union for their direct mailers. (STEVE NYRHINEN) 

  6. Thanks to all my Exec patients! (JOE WILSON)

  7. Thanks for taking care of our embroidery order, Karen Heun. (MAT LAFLEUR)

  8. Thanks for the commercial move opportunity, Mark Copelin. (MAT LAFLEUR) 

  9. Thank you Adam and Son for great service on my truck. (JOSH MIDDLETON)

  10. Thank you Bill for the fresh raw dog food. Now my dog refuses to eat his regular kibble! (JP WEST)

  11. Thanks to Jim and Peggy for renewing Coaltrain sponsorship of Coltrane Matrix on Jazz 93.5. (STEPHANIE HORTON)

  12. Thank you to Matt LaFleur and Arrow Moving and Storage. (KAREN HEUN)

  13. Thank you Spencer. (TARA IRONS)

MESSAGING SERVICE:

  1. Welcome Tyler and Benjamin! (BRENDA SPEER)

  2. Welcome to the new Execs. (TARA IRONS)

  3. Many thanks to all of you for sending Sasquatch cookies to me.  I am so thankful and miss you all. Hope to see you soon.  (DEWEY REINHARD)

MISCELLANEOUS:

  1. None

NEW BUSINESS:

  1. None

PROGRAM COMMENTS:

  1. Great presentation. (JOE WILSON)

  2. Todd Matia, quite a background! Amazing! (NANCY KELLY)

  3. Great presentation! (DIANE DOYLE)

  4. Great presentation, Todd! So happy to have you in Execs! (KODY MILLER)

  5. Thanks Todd, very interesting program. (LARRY BLEVINS)

  6. Thank you Todd for your presentation and sharing your knowledge. (BRENDA SPEER)

  7. Interesting program. Thanks Todd! (JIM SMITH)



 

Colorado Springs Executives Association

PO Box 7585
Colorado Springs CO 80933
719-291-5545 (office)
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