News

The EAOC Weekly

May 8, 2024

 

UPCOMING SPEAKER SCHEDULE:

MAY 15TH, 2024:   Carlos Camacho Gil with Federated Insurance

MAY 22ND, 2024:   Lisa Jordan with International Executives' Association

 


 

Spotlight on Patrick Cecil of Merrill Lynch

This week’s featured member is Patrick Cecil, of Merrill Lynch.  Patrick is a Financial Advisor and CFP certificant in the Irvine,  California office.  

He joined Merrill Lynch Wealth Management in 2016 after coming from Academia, where he was a History professor following the completion of his Ph.D. at The University of Albama. 

Good leads for Patrick include individuals, families, or businesses needing assistance with their financial planning.  He can also be of great help setting up and following a plan for retirement, or other financial service needs that they may have.

Patrick offers the following services:

-      Financial Planning

-      Retirement Planning

-      Education Planning

-      Brokerage Services

-      Insurance

-      Mortgages

-      Annuities

Please contact Patrick to start a conversation about YOUR financial planning needs:

Phone:  949-859-2958

Email:  patrick.cecil@ml.com

https://fa.ml.com/california/irvine/cecil-and-cecil/ 

 

                                                                     

 

 


 

 

PRESIDENT'S MESSAGE

Happy Friday, everyone! 

This week's presenter was our resident Ph.D., Patrick Cecil of Merrill Lynch-Financial Investment Planning. Patrick and his team at Merrill Lynch will help you prepare for retirement, college funds, long term care, and life insurance. "You cannot take it with you" Patrick reminded us, so make sure you have planned and designated who your beneficiaries are on all of your accounts. 

Check your email for a very special EAOC discount from Diana Diaz of Deelux Florista, and get your Mother's Day orders in today - I did.

Have a great weekend!

Ron Dymek

DYMEK’S FREEDOM PLUMBING

EAOC 2022-2024 President

 

 

 


 

 

IEA INSIDE STORY

The International Executives Association wants to know what’s happening amongst its chapters! Do you have news that you would like to share with EAOC’s parent Association? Have you won an award or written a book? Do you have a big event coming up? Simply email the details to Executive Director Lisa Jordan at director@ieaweb.com, and she’ll share with all IEA chapters!

 

 

 

INTERNATIONAL MEMBER PROFILES

Is your International Executives’ Association member profile accurate? Every EAOC member is featured on the IEA website’s 3000+ member directory, which makes it easy to find somebody if you have a vacation home, are traveling and need a recommendation, or know friends and family who live out of town. Please sign in and update your member profile as soon as possible. Contact Katie for any assistance.

 

 

 


 

 

 

NEW MEMBER RECRUITMENT BONUS

Reminder: EAOC proudly encourages its members in expanding and empowering their fellow prestigious Orange County execs! More quality members means more quality referrals. An EAOC sponsor receives a $150 bonus for recruiting a new EAOC team member, after three months of successful membership. Please contact Katie for more information!

 

 

 

 


 

 

Target Classification of the Month: Residential Roofer

Calling all Residential Roofers! EAOC members: we are actively seeking a qualified, trusted, tried and true Residential Roofer to fill our Target Classification of the Month. Please consider your entire network, and invite your favorite Residential Roofer to breakfast next week! Email Katie to get them on our guest list. Thank you!

 

 

 

 

 


 

 

TRUSTED EAOC MEMBERS

 

ADVERTISING SPECIALTY:

Carlos Salazar

Salazar Associates

714-990-9214    

carlos@promotownusa.com

 

AIR CONDITIONING & HEATING:

David Schaefer

Schaef Air Inc.

909-944-5111                       

schaefair@gmail.com

 

ATTORNEY/ESTATE PLANNING:

Tracy J. Roberts

Law Office of Tracy J. Roberts

562-340-6277                                               

tracy.roberts@tjr-law.com

 

ATTORNEY/EMPLOYMENT LAW:

Jonathan Judge

Atkinson, Andelson, Loya, Ruud & Romo

562-653-3200                       

jjudge@aalrr.com

 

AUTO/TRUCKS/DOMESTIC/COMMERCIAL:                      

Mike Hughes

Simpson Chevrolet

714-534-2700             

mhughes@simpsongm.com

 

AUTOMOTIVE REPAIR:                      

Dan Tatum

Eberhardt’s Tire & Automotive

714-871-9810
eberhardtstire@gmail.com


BANK:                         

Donny Delfin

Banc of California

714-450-4683

ddelfin@pacwest.com

 

DENTIST

Dr. Robert Go · Go Family Dental

714-638-0018                                        

gofamilydental@yahoo.com

 

EMERITUS MEMBER:                                                           

Jim Mahoney ∙ 714-538-5111

 

EMERITUS MEMBER:                                                           

Pete Sloan ∙ 714-633-3906

posloan@yahoo.com

 

EMERITUS MEMBER:                                                           

Andy Ross ∙ 714-749-7677

adross1942@gmail.com

 

EMERITUS MEMBER:                                                           

Gayle Stewart ∙ 714-342-5848

gstewart@gsecorp.org

 

EMERITUS MEMBER:                                                           

Hal Grimshaw, CPA ∙ 949-302-8791

hdgrimshaw@gmail.com

 

EMERITUS MEMBER:

Mel Smith · 714-496-2709

melsmith3205@yahoo.com

 

FINANCIAL INVESTMENTS PLANNING:                             

Patrick Cecil

Merrill Lynch

949-859-2958

Patrick.cecil@ml.com

 

FLOORING/HARD GOODS/INTERIOR DESIGN:

Karyn Hadley

Riteloom

714-764-1122

karyn@riteloom.com

 

FLORIST:

Diana Diaz

Deelux Florista & Events

949-491-5660

deeluxflorista@gmail.com

 

GLASS/Stained & Beveled:

Gary Gregg

Creating with Glass

714-970-9359

geggregg@sbcglobal.net

 

HANDYMAN:

Ruben Mota

Mota Handyman Services

714-785-5576

motaruben76@gmail.com

 

INSURANCE / COMMERCIAL

Carlos Camacho Gil

Federated Insurance

562-447-3972

cacamachogil@fedins.com

 

MERCHANT SERVICES:

Lisa McCune

Affinity24

844-724-2444

lisa@affinity24.com

 

MORTGAGE BANKER:                                                     

Holly Frost

HomeAmerican Mortgage Corp.

909-240-5988

Holly.Frost@pacresmortgage.com

 

PARTY RENTALS & CATERING:

Manny Gonzalez

Confetti Events & Catering

714-542-7775                                  

Confettievents@att.net

 

PAVING-ASPHALT:                                                                     

Danny Baker

PAV-KOTE, Inc.

714-871-4905

danny@pavkote.com

 

PAYROLL SERVICES:                                                                   

Quinton Fasola

ASURE

949-306-1120

quinton.fasola@asuresoftware.com

 

PEST CONTROL:                                                                  

Tyler Douthit

Divert Pest Control

714-299-9118

tyler@divertpest.com

 

PLUMBING/SEWAGE SANITATION

CONTRACTOR:          

Ronald J. Dymek

Dymek’s Freedom Plumbing, Inc.

714-632-8989                                    

info@freedomplumbing.com

 

REAL ESTATE/RESIDENTIAL:                

Gizi Clemmer, REALTOR, SRES

First Team Real Estate

562-688-8275                                     

GiziClemmer@gmail.com

 

RESTAURANT-MEXICAN:                                           

Sammy Montoya

Green Parrot Villa

La Chiquita Restaurant

714-543-8787                                      

lachiquitarest@yahoo.com

 

ROOFING/COMMERCIAL:             

Greg Peterson

Sadler Roofing, Inc.

949-675-5095 

greg@sadlerroofing.com

 

VITAMINS & WELLNESS PRODUCTS:

Yon Himelman

ATOMY

949-554-9294

yhimelman@gmail.com

 

 

WEBSITE DESIGN:                                          

Lydia Pooler

Kenneth King

Jub Jub Interactive

714-586-8500

lydia@jubjub.com

kenneth@jubjub.com

 

 

WEBSITE HOSTING:                                                  

Lee Pooler

Jub Jub Interactive

714-586-8500

lee@jubjub.com


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What People are Saying

In the past 42 years I have received many good leads that have become good clients.  Many of them are still clients of the firm I am with today (This represented 50% of the clients that I merged into the new firm).  I have used many past and current members for a reliable source of good and reputable suppliers for both business and personal needs, including several members that helped me make profitable investments over the years.

Hal Grimshaw, Belden Hiramoto Liu & Co., LLP

I joined EAOC because Phil Kintz asked me. At the time the cost and early meeting time was a concern. The first six months of membership I received and extra $6000 in volume.

Gary Gregg, Creating With Glass

I have been a member for many years in several different classifications. EAOC has always provided me with a steady flow of leads. However the biggest benefit I’ve received has been “outside” of the core purpose of leads. A past member John Valentine, mentioned to me that he had heard about some industrial land for sale in Costa Mesa. I ended up buying it, building a warehouse and running my business at the time (South Coast Stationers) there for about thirty years. It was an excellent investment.

Pete Sloan,

A lead from Past member Bob Hardman eight years ago resulted in $15,000 of business. A lead from Mel Smith eight years ago resulted in $25,000 of business. Benefits of membership include direct business from other members resulting in $10,000 in business and direct business with other members that resulted in excellent service and financial savings.

Carlos Salazar, Salazar Associates

I have built my entire business on leads from the EAOC. I started my association management firm in 1981 with one client EAOC. In the last thirty four years the business has grown to fourteen associations. We employ eleven full time and one part time employee. I can trace ten of my long term clients to referrals from EAOC that brings in over $500,000 annually. The network of present and passed members has had a tremendous impact on my life.

Gayle Stewart, Gayle Stewart Enterprises

EAOC has been a reliable source of steady business for me for about thirty years. Thank You EAOC!

Pete Sloan

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