MasterMind Members

Professional Development, LLC

Rockville Team    |    Metro Team  

Rockville Team

Banking

Todd Levine

First Citizens Bank First Citizens Bank is 3rd generation, family owned, bank founded in 1898. We provide a concierge style banking service to businesses and consumers. We are stable, reliable, and liquid. We are the 15th largest bank in the country and the largest family owned bank.

"We are forever first.”

443-741-3598 (o)
301-509-9565 (c)
todd.levine@firstcitizens.com
www.firstcitizens.com

BRANDED MERCHANDISE / ENGAGEMENT & RECOGNITION

RICK MORSTEIN

SUMMIT GROUP, LLC Summit Group is a family owned, single source for attracting, engaging and retaining both internal and external audiences through our three disciplines; Branded Merchandise, Engagement & Recognition and Marketing Communications. We can provide Merchandising Expertise, Online Merchandising Stores, Custom Product Development, Product Safety & Compliance, Brand Name Products, Fulfillment & Distribution Services and Global Sourcing. Summit Group is ranked #15 out of 27,000 distributors nationally by the Promotional Products Industry Assn.

"We can help you source any type of merchandise you may need to promote and maintain your business."

240-491-5210
rick.morstein@summitmg.com
www.summitmg.com

Commercial Insurance

Robert Boyce

HUB International HUB International is a Commercial Insurance Brokerage specializing in the “Middle Market” (50-500 employees). As the 5th largest insurance brokerage, HUB prides itself on service and accountability, and bring resources to the table that are typically reserved to Fortune 1,000 clients. While HUB can work with any type of business, Rob specializes in the Nonprofit, Association, Political, and Government Contracting areas. Rob’s expertise in this space allows him to review current insurance programs to identify opportunities to reduce cost, and areas where insurance coverage can be improved.

"HUB’s here to protect your business, your assets, and most importantly, your people."

301-279-6807 (o)
919-623-5512 (c)
Robert.Boyce@hubinternational.com
www.hubinternational.com/

Corporate Trainer and Executive Coach

Jennifer McCloskey

Girardi Associates As President and Owner of Girardi Associates, Jennifer provides Corporate & Executive Training with insight, interaction, and inspiration. Her workshops and seminars are developed specifically for your company needs. Girardi Associates develops cutting edge strategies and tools to enhance your team’s productivity and passion.

"Better business for a better life.”

240-475-2188 (o)
Jennifer@girardiassociates.com
girardiassociates.com

CPA – Accounting Services

Karl Wappaus

KatzAbosch KatzAbosch is a top CPA, tax, and consulting firm in the Mid-Atlantic, offering comprehensive services such as tax planning, business valuations, forensic accounting, and technology solutions. With deep industry expertise, we deliver proactive solutions to our clients.

Create, Grow, Protect

443.841.1162 (o)
410-218-0718 (c)
kwappaus@KatzAbosch.com

INFORMATION TECHNOLOGY/MSSP

CHRIS MAY

ADVANTAGE TECHNOLOGY Advantage Technology is a pioneering managed IT service provider specializing in tailoring emerging technologies to boost operational efficiency, growth, and customer experience. With over 20 years in business, they've successfully completed 10,000+ projects, maintaining a remarkable 95.2% customer retention rate. Their team of 80+ specialized technicians offer fast, effective support, covering areas like managed IT, cybersecurity, IT infrastructure, and consulting. They stand out for their industry-specific, SOC2-compliant services, provided by CISSP-certified professionals, ensuring robust data protection. Their comprehensive security approach is underscored by proactive threat management and compliance support. Operating primarily in the Mid-Atlantic region, they've earned trust across various sectors, noted for simplifying complex, regulated environments with their expertise and region-specific knowledge.

866-222-0653 (o)
304-941-3585 (c)
cmay@advantage.tech
www.advantage.tech

IT Services (Data Destruction and IT Recycling)

Andrew McNeill

Securis Securis is an expert in data destruction and the recycling of end-of-life IT assets. We proudly maintain a zero-landfill deposit record improving the carbon footprint.

"Improve the environment and the security of our client’s data by promoting appropriate, responsible and secure IT asset recycling and destruction."

301-744-8042 (o)
240-421-1364 (c)
a.mcneill@securis.com
www.securis.com

Life Sciences and Biotechnology

Jake Butt

GxP Solutions GxP Solutions provides compliance-related services in the life sciences and biotechnology industries. We help businesses establish best practices through quality management systems, ensuring that their business and manufacturing processes produce the best product for their clients. We also design software systems that assist with business management, from staff scheduling and customer relationship management to tracking standard operating procedures and employee training files. Better business practice: it’s a science!

301-471-4193 (c)

jake.butt@gxpsolutions.net
www.gxpsolutions.net

Mortgage

Jeffrey Bochner | Area Lending Manager

CitiBank N.A. After 26 years in the mortgage business I'm the guy smart people call when they want a lifetime mortgage solution and a fresh perspective. My experience is second to none in the industry… experience and negotiating skills do matter!! One of my fortes is being a Real Estate Collaboration Specialist for Divorce. I make my experience and knowledge of guidelines available to Family Law attorneys and mediators so together we can protect the credit score and the homeownership eligibility of the "house spouse" and the "out spouse" while they properly disposition the current marital home.

"When you want peace of mind, my EXPERIENCE matters.”

301-370-5874 (c)

Jeffrey.Bochner@Citi.com

NMLS ID: 384012

OFFICE EQUIPMENT

Kitty Kaur

Nauticon Office Solutions Office Equipment
The position has been filled; updates will be posted soon.

301-279-0123 (o)
571-337-2645 (c)
skaur@nauticon.com
www.nauticon.com

OFFICE SUPPLIES, FURNITURE & JANITORIAL

SHARI DANN

The Supply Room Shari is a Senior Account Executive with The Supply Room Company, which specializes in furniture and design, office supplies, Coffee and breakroom. The Supply Room Company is the Nation’s Largest Independent woman owned Office Supply Company serving the Baltimore/Washington/Metro Areas. They have been in business for over 75 years. Shari has been in the industry for over 30 years; her longevity and success are because of her personal touch and personalized Customer Service Team.

The Supply Room's user-friendly website, free no min next day delivery makes it easy for anyone to order. The Supply Room Company also has its own Drivers, Trucks and Breakroom Techs. Largest number of Trucks and Breakroom techs on the east coast, which adds to fast service on products and Breakroom equipment service needs. For Furniture, The Supply Room Company also provides its customers with senior designers for space planning needs.

240-876-9249 (c)
sdann@thesupplyroom.com
thesupplyroom.com

Telecommunications

Kricia Stiglicz

OneVoice Communications Inc. Leaders in Structured Cabling, Internet, and VoIP Solutions. OneVoice specializes in creating a flexible customized package of voice, data and other business communications services for enterprise and government businesses since 2000.

With our headquarters in Ashburn, Virginia, our client’s partner with OneVoice because of our geographic coverage and ability to create customized communication solutions that meet their unique business needs.

Services:
  • Cabling Infrastructure
  • Voice (Local and Long Distances)
  • Dedicated Internet Solutions
  • Dynamic Integrated Services
  • Voice over IP (VoIP) and SIP Trunking
  • Conferencing Essentials
  • SD-WAN
  • Networking Services

"One Idea. One Company. One Mission.”

703-932-4958 (c)
kstiglicz@onevoiceinc.com
www.onevoiceinc.com | linktr.ee/OVCva

WATER COOLERS

SUSAN BIERLY

IMC WATER COOLERS has proudly served the DC Metro area for over three decades. As a local, woman-owned business, we prioritize excellence in providing top-tier products and excellence in service. Specializing in Bottle Less Water Coolers, Filtration Systems, Hydration Stations, and premium, portable Air Purification solutions, IMC is your trusted partner for a healthier, more sustainable workplace environment.

One of IMC's key distinctions lies in offering exclusively Bottle-Free water coolers. Say goodbye to the hassle of ordering, storing, cleaning, and changing 5-pound water bottles. Experience the unparalleled convenience and superior water quality that come with our Bottle-Less systems while reducing plastic waste. IMC’s elite Air Purification products with exclusive technology are proven to seek and destroy viruses and bacteria within 60 seconds. The beauty of our Air Solutions is in the simplicity of “plug and purify.”

"Healthy Water, Healthy Air, Healthy You!"

Susan Bierly - President
301-972-7115 (o)
301-518-5984 (c)
susan@imcwater.com
www.imcwater.com


Metro Team

Advertising, Marketing & PR

Diane Devaney

Devaney & Associates, Inc is a boutique agency that delivers big marketing results any way you want to measure them. Page views. Click-throughs. Social media love. Product sales. Event attendance. Media mentions. And, of course, good, old-fashioned dollars and cents. They do this by building awesome client relationships, always leading with strategy, executing brilliantly, and by continually measuring results and optimizing to help you become an unstoppable brand.

"Marketing with brains, hustle and hear"

410-296-0800 (o)
410-404-4642 (c)
ddevaney@devaney.net
devaneyagency.com

ASSET & WEALTH MANAGEMENT FIRM

ANABEL QUINTERO

MV FINANCIAL MV Financial offers a broad range of investment and advisory services to institutional clients, and private investors. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals and family offices. No matter how difficult the investment challenge, we bring our insight and guidance to serve your specific needs and goals. We understand the complexities of today’s markets and the need for an agile, proactive approach. Our specialties range from institutional asset management and personal wealth planning to employee benefit advisory services and pension & retirement plan management. Our investment team is highly experienced and client focused. We start by getting to know you: your unique objectives, tolerance for risk, and special circumstances. Then we capitalize on our research, distilling our best thinking into practical, custom-tailored strategies.

"Innovative Thinking + Smart Strategies"

301-656-6545
aquintero@mvfinancial.com
www.mvfinancial.com

BANKING

Dave West | VP, Business Development

Capital Bank, N.A., headquartered in Maryland, has been a cornerstone of the Washington D.C. metropolitan banking scene for over two decades. With its inception over 24 years ago, the bank has matured into a robust institution with assets surpassing $2.2 billion as of the end of 2023. The bank has carved out a niche in both business and consumer banking sectors with extensive capabilities from robust Treasury Services that streamline cash flow to strategic borrowing options and comprehensive online banking facilities. Additionally, it extends its financial expertise through mortgage services and credit solutions, catering to a diverse clientele. What sets Capital Bank apart is its dedication to personalized service. The bank prides itself on its ability to offer high-touch, customized banking experiences that leverage technology, allowing clients to manage their finances with ease and confidence.

"I Bring the Bank to You"

240-778-4882 (c)
dwest@capitalbankmd.com
www.capitalbankmd.com

BOOKKEEPING

John Teel

Supporting Strategies Supporting Strategies is a fully remote premier bookkeeping and accounting company. We provide a consultative approach to our clients by focusing on 6 core areas of their business. Our team consists of former CFO’s, Controllers, and CPA’s, all with over 10 years’ industry related experience and most with advanced degrees. You will work and collaborate with the same dedicated team, who often become an extension of your internal team. We are industry agnostics and our ideal clients have $1million+ in Revenue. We develop strong partnerships with our clients and for that our slogan is:

"Where Your Business Counts!"

240-209-4189 (o)
202-445-1836 (c)
jteel@supportingstrategies.com
www.supportingstrategies.com/locations/northwest-maryland/

Commercial Audio Visual

Mark Whitehill, Vice President of Sales

Gordon Systems

240-813-9507 (o)
571-346-0822 (c)
mwhitehill@gordon-systems.com

COMMERCIAL FURNISHINGS

Charlie Atwell

Washington Workplace - Charlie Atwell (Charles H. Atwell) VP Sales. We are capable, caring people who create and sell high-functioning work environments. The well-being of our clients is our guiding force as we seek ways and solutions to make their world better. We achieve this initiative by supporting their workplaces with design, services, products, people and ideas that will make a difference. We address these challenges because they are, for us, opportunities to make positive change in our world. This is what we promise to deliver to our clients and in doing so, we hope to help our clients make their own contributions to a more just, equitable and sustainable world.

"Charlie Atwell – Experience, Knowledge, Compassion!”

301-661-9591 (o)
703-995-7281 (c)
catwell@washingtonworkplace.com
www.washingtonworkplace.com

Financial Advisor / Personal & Business Financial Planning

Jared Bailey

Northwestern Mutual Wealth Management We exist to free Americans from financial anxiety. For more than 160 years we have approached financial planning differently. Instead of starting with our clients' finances, we start with them: their lives, their families, their priorities. So, the strategies we recommend are tailored from a wide range of financial options built to reinforce each other, like investments for growth, insurance for protection, and annuities for guaranteed income in retirement helping our clients worry less and live more.

"Immersed Planning to Get Life Confident"

240-913-5396 (o)
865-310-1933 (c)
jared.bailey@nm.com
jaredbailey.nm.com

HR CONSULTING & STRATEGY

CIERA PARKS, MHRD, SHRM-CP

CWC HR Soultions & Stategy CWC is a hands-on consulting agency specializing in Diversity, Equity, and Inclusion (DEI).

Ciera Parks, CEO, CWC Human Resources is a seasoned HR Executive with 15 years of experience across industries, specializes in improving workplace culture through customized HR strategies, DEI, and Leadership training. Past clients include Microsoft, Amazon, and the US Pentagon. Known for driving performance and boosting profitability, Ciera allows business leaders to focus on their business, not HR issues.

410-908-0597 (o)
407-864-68011 (c)
ciera@cwchr.com
www.cwchr.com

Information Technology / MSSP

Richie Wilbur

ADVANTAGE TECHNOLOGY Advantage Technology is a pioneering managed IT service provider specializing in tailoring emerging technologies to boost operational efficiency, growth, and customer experience. With over 20 years in business, they've successfully completed 10,000+ projects, maintaining a remarkable 95.2% customer retention rate. Their team of 80+ specialized technicians offer fast, effective support, covering areas like managed IT, cybersecurity, IT infrastructure, and consulting. They stand out for their industry-specific, SOC2-compliant services, provided by CISSP-certified professionals, ensuring robust data protection. Their comprehensive security approach is underscored by proactive threat management and compliance support. Operating primarily in the Mid-Atlantic region, they've earned trust across various sectors, noted for simplifying complex, regulated environments with their expertise and region-specific knowledge.

866-222-0653 (o)
304-539-1919 (c)
rwilbur@advantage.tech
www.advantage.tech

Legal

Jim Ries

Offit Kurman is a dynamic full-service law firm assisting clients throughout the Mid-Atlantic region. Our attorneys are trusted legal advisors who help maximize and protect business value and personal wealth. We offer rates consistent with those of firms that handle comparable legal matters, and we are dedicated to offering you the legal services you need in the most productive and cost-effective manner. In every interaction, we consistently maintain our clients’ confidence by remaining focused on furthering their objectives and achieving their goals in an efficient manner.

"Offit Kurman - The Better Way to protect your business, your assets and your family."

410-733-6133 (c)
Jries@offitkurman.com
www.offitkurman.com

Mortgage Lending

Dan Caplan / MARKET LEADER

Geneva Financial, LLC Dan Caplan is an accomplished residential mortgage lender, branch manager and market leader with over 40 years of lending and public accounting experience (good for those “tough income” borrowers). During his career he has originated more than half a billion dollars in mortgages. His experience has included regular guest appearances on WUSA-Chanel 9 TV News as an authority on the state of residential financing, interest rates, and the local economy. Dan is the immediate past Chairperson of the Montgomery County Executive’s Advisory Committee on Consumer Protection, and a past president of the Promenade Towers Mutual Housing Corporation. He has served on the Advisory Board of a local community bank, is an instructor for Housing & Community Initiatives which contracts with Montgomery County to teach the county’s first-time home buyer classes. He does extensive volunteer work within the community and is the proud father of 2 adult children.

"Dan Dan Your Mortgage Man.”

301-530-4411 (c)
Dan@dandanmymortgageman.com
www.genevafi.com/daniel-caplan
NMLS #188678

OFFICE EQUIPMENT & TECHNOLOGY

MARK DIRLAM

Digital Office Products, a Nauticon company is local to Montgomery County. Mark has a BS in Marketing from Univ. of Maryland College Park and an MBA in Management from Johns Hopkins University. He has been working with organizations and their office technology in the DMV since 1991 and with the same company since 2002.

Nauticon Office Solutions has been serving the needs of DC area businesses since 1997. We are a locally owned and operated CUSTOMER SERVICE organization specializing in office equipment (Toshiba, Xerox, Lexmark & HP) and Managed IT support. Our Mission Statement is “Service First”, and it shows with 97.8% Net promoter Score.

Each year we actively support our community benefitting dozens of local organizations and serving thousands of residents. If you are looking for a partner that can upgrade your office technology and reduce costs, Mark Dirlam and Nauticon Office Solutions can make it happen

"We are a Partner, not a Vendor, and I Make it Easy."

703-564-1369 Direct | 301-279-0123 (Main) (o)
240-364-4523 (m)
mdirlam@nauticon.com
nauticon.com

Office Supplies/Coffee Service/Janitorial Supplies

LISA HACKETT

Rudolph Supply Lisa is a Senior Account Rep with Rudolph Supply. Her company is a locally based company and one of the largest women owned and operated Office Supply, Coffee Service and Promotional Products companies in the country. Rudolph’s has been in business for over 35 years. When you buy from Rudolph’s you are supporting a local business, for every dollar you spend with them seventy-two cents stays in the community. Lisa is customer service driven and offers her referrals from MasterMind PD a 10% savings – guaranteed!

"MORE CARE / LESS COST"

301-461-4557 (o)
lhackett@rudolphsupply.com
www.rudolphsupply.com

OUTSOURCED CFO

Nicole Sitithavorn

Your CFO LLC Your CFO LLC was launched in 2023 to provide Fractional CFO/COO services to small and middle market companies nationwide. We are industry agnostic with clients in a wide variety of spaces. Our core value to our clients involves working with them on operational strategies to drive financial performance improvement and build organizational value. We can work with clients in a variety of capacities including monthly full-service engagements as well as targeted strategic short-term projects. In general, we engage with clients to provide finance team oversight, financial analysis, customized reporting and data driven strategies for improved performance. Your CFO has a philanthropic pledge to donate at minimum 5 percent of their revenue to charitable causes, locally and globally.

410-446-5465 (c)
nicole@yourcfollc.com

Outsourced/Fractional VP of Sales and Advisor

Matt Harvill

Patapsco Business Solutions, powered by Sales Xceleration, provides fractional sales leadership to help business owners get their sales back on track. We build the sales engine for the company - creating the sales plan, implementing the tools and process, and hiring the sales team to generate revenue growth. Services include assessments on existing sales efforts, sales plans, sales leadership training/certification and sales recruiting. As an outsourced, fractional VP of Sales, we also provide leadership and accountability for the company while ultimately hiring a full-time replacement.

"Hands on sales leadership to deliver record breaking sales growth."

410-963-8486 (o)
410-963-8486 (c)
mharvill@salesxceleration.com
salesxceleration.bullseyelocations.com

PAYROLL & BOOKKEEPING

STEVEN SUISSA

SHS Services, LLC SHS was founded in 2002 to serve the small and mid-sized business community by providing competitively priced, service based payroll and bookkeeping services. SHS provides the latest technology with online access for employers and employees as well as the security of knowing that tax impounds are secured and backed by SHS’s $50million bond.

"Local service, national reach!"

301-701-0930 (c)
301-467-6968 (o)
steven@shsservices.com

Promotional Products / Awards

Rob Silk

Summit Group Rob is Senior Account Executive at Summit Group with over 30 years’ experience in the print and promotional products industries. For over twenty years, Rob owned his own company before deciding to join Summit Group in 2014. Summit Group stands out in three areas: Branded Merchandise (promotional products), Awards & Recognition Programs and Marketing Communications. For nearly 50 years, Summit Group has developed tremendous relationships with our clients, our suppliers, and fellow business partners in the industry. This pooling of all of our resources enables us to take advantage of $250 million dollar in sales, with our Summit Group sales alone totaling nearly $75 million dollars. Our clients directly benefit with savings, faster responses, technology advances and more perks that go hand in hand with our 50 years of experience. We are a family owned business and that conveys an attitude of respect and appreciation with everyone that we work with. Summit Group is proud of that.

"Power of Three. Promotions, Recognition and Marketing Communications.”

240-491-5283 (o)
301-503-9272 (c)
rob.silk@summitmg.com
www.summitmg.com

Public Accounting Firm - CPAs and Consultants

Scott Rodgville

GorfineSchillerGardyn (GSG) For more than 90 years, GSG has served clients wherever they need. With clients largely in the mid-Atlantic to Northeast regions in industries ranging from Real Estate to Nursing Care to nonprofit organizations, government contractors and employee benefit plans and more, our assurance, tax and small business services are built on strong relationships.

"Expertise you can trust. The service you deserve.”

410-517-6829 (o)
410-294-2906 (c)
rodgville@gsg-cpa.com
www.gsg-cpa.com

WATER COOLERS

SUSAN BIERLY

IMC WATER COOLERS has proudly served the DC Metro area for over three decades. As a local, woman-owned business, we prioritize excellence in providing top-tier products and excellence in service. Specializing in Bottle Less Water Coolers, Filtration Systems, Hydration Stations, and premium, portable Air Purification solutions, IMC is your trusted partner for a healthier, more sustainable workplace environment.

One of IMC's key distinctions lies in offering exclusively Bottle-Free water coolers. Say goodbye to the hassle of ordering, storing, cleaning, and changing 5-pound water bottles. Experience the unparalleled convenience and superior water quality that come with our Bottle-Less systems while reducing plastic waste. IMC’s elite Air Purification products with exclusive technology are proven to seek and destroy viruses and bacteria within 60 seconds. The beauty of our Air Solutions is in the simplicity of “plug and purify.”

"Healthy Water, Healthy Air, Healthy You!"

Susan Bierly - President
301-972-7115 (o)
301-518-5984 (c)
susan@imcwater.com
www.imcwater.com