SMART
Professionals
Mission Statement
SMART Professionals
• We are organized exclusively for the charitable,
networking and education purposes of professionals and
consumers
• SMART is primarily active in the Financial Service Sector
• SMART helps consumers understand and develop their
own personal strategies.
• We help consumers to resolve current & future issues
facing them personally.
Why SMART for the Consumer?
• Today’s consumer has a strong need for a
“go-to” Organization providing expert
opinions & providing education in:
• Mortgage Industry Fraud
• Credit And Credit Improvement
• Creating Wealth
• Reverse Mortgages
• Definition & Implementation of Mortgage Industry
Licensing
Who Are Our Members?
• Initially they were Business Professionals
associated with the Mortgage Industry:
• Real Estate Brokers
• Appraisers
• Mortgage Brokers
• Mortgage Lenders
• Title Agents
Who Are The Future Members?
• SMART is
growing
to include Business
Professionals from other affiliated industries:
• Tax Planners
• Trust Lawyers
• Financial Planners
• Insurance Agents
• Divorce Lawyers
• CPA’s
Getting Started
• SMART Professionals Identified Three
Initial Areas of Emphasis:
– Consumer Education
– Legislation
Consumer Education
• SMART’s 2007 Focus Areas:
• Veterans
• Senior Groups
• Media Alliances
• Government Alliances
• Extended Network/Organization to meet new
Customer Education Opportunities
Legislative
• 2007 Focus Areas:
• Define and Implement Mortgage Industry Licensing
• Define and Create Legislation Allies
• Identify Legislation that Might need Our Expertise
• Define Subjects for Legislative Focus
Business Development Network
• 2007 Focus Areas:
– Identify and Recruit Memberships that will
Tax
Plan
Credit
Management
Insurance
Needs
Medical
Plan
Real
Estate
Financial
Plan
Trust &
Wills
Incorporation
Retirement
Plan
Investment
Strategy
CONSUMER
EDUCATION
Tax
Planners
Bankers
Insurance
Reps
Mediators
Estate
Planners
Financial
Planners
Trust &
Wills
Bankruptcy
Lawers
CPA’s
Divorce
Lawyers
SMART
Partners
Real Estate
Broker
Retirement
Planners
SMART Organization
Holly Heaton Secretary 5 Years Industry Experience
Custom Home Loans
Kevin Wigfield VP Business Development 18 Years Industry Experience
Recruit More
Nic Beal VP Government Affairs 10 Years Industry Experience
New Horizons Mortgage
Andrew Seed III VP Educational Programs 15 Years Industry Experience
Generation V
Aaron Perea VP Membership 5 Years Industry Experience
American Family Insurance
Rachel Doyle VP Finance 5 Years Industry Experience
American Family Insurance
Mike Shanahan VP Colorado Springs 18 Years Industry Experience
Community Lending Brad Greene
Executive Vice President 13 Years Industry Experience
Countrywide Dave Williams
President 27 Years Industry Experience
Sr. VP WR Starkey Chris Streiff Executive Director 10 Years Industry Experience
SMART Professionals Board Members - 9
Quorum - 5
Years of Industry Experience - 195
Bob Gholson Board Advisor
31 Years Industry Experience IBM
