New referral for Jen
Gave your name to a friend of mine. Her name is Alison. Hopefully she connects with you.
Gave your name to a friend of mine. Her name is Alison. Hopefully she connects with you.
Spoke to Angela today and we are doing her tax work. Thank you as always. JEN IS AMAZING
Zambettis looks like they’re signing on
Jimmy and Stephanie Deluca - from Congers, NY Looking for Estate Planning: Will, Trust (if needed), POA and Health Proxy. These are very close friends of mine. I have a meeting with them Thursday and will most likely be doing an intro email with you and them ;)
Barry, thank you for referring Jared to me for his son Ethan's driving lessons.
Gave Lauren Chamides your contact information for estate planning
1:1 with Jen
Thanks for the cards!
Referred Jarret and Shauna Wold for estate planning
Referred John Gnisci for referral partner