Money and Real Estate
Have you been hearing about how crazy the real estate market is right now in Arizona? How about the stock market? Anyone who lives in Arizona or wants to move here should definitely check out this episode of Collaborative Connections Radio Show and Podcast, sponsored by KLM Consulting, Marketing & Management.
Host, Kelly Lorenzen was joined on-air by three amazing Arizona-based small business owners. Alyssa Samuelson, Broker/Owner of Success Real Estate Group, Alison Stine, RICP®, owner of Stine Wealth Management, and Tammy Fiske Schulze, owner of Brightside Mortgage, LLC gave great tips and advice about money, finances, and the real estate market.
Listen to the full episode here…
Our Featured Guests…
Alison Stine, with Stine Wealth Management
Alison Stine is a 28-year-old Financial Advisor. She is the Founder of Stine Wealth Management located in Scottsdale, AZ. She received a BSBA in Finance from the Eller College of Management, University of Arizona. She graduated in 3.5 years with honors. She is a proud alumna and actively involved with the University still. Alison holds multiple FINRA Securities Licenses (Series 7, 63, 66, 24), Insurance Licenses (Life, Accident, & Health), and earned her Retirement Income Certified Professional designation from the American College of Financial Services. Alison also has a Retirement Benefits Specialist designation from the Wharton School of Business. Alison has been a licensed Financial Advisor for 7 years and been in the industry for 8 years. She has been named a 2019 and 2020 Five Star Wealth Manager as seen in the Phoenix Magazine and Forbes. Alison is in the 2020 Phoenix KNOW Book which includes women to know and do business with. She ranked in the Top 100 Financial Advisors in Redwood Media and has been recognized by Shoutout Arizona and Voyage Phoenix magazines. Alison is an Active Member of the Tempe Chamber of Commerce & President of the PhoenixCats, a chapter of the University of Arizona Alumni Association. Alison is also a wife, dog mom, and devout Catholic.
Stine Wealth Management has a focus on putting clients first. We enjoy building long-term relationships with our clients and love to see their plans unfold and adjust as time goes on. We meet with clients face-to-face (or virtually) to plan their financial futures. We have much experience in retirement planning, risk management, & tax-efficient strategies. Our Founder, Alison, is committed to her clients and their future, ensuring everything is in the client’s best interest. As an Independent Financial Advisor Alison enjoys that she can provide all options to clients with great partnerships for all investment & insurance product offerings. Stine Wealth Management creates financial plans for their clients to invest through the 3 phases of wealth: Accumulation, Distribution, and Wealth Transfer.
Alyssa Samuelson, with Success Real Estate Group
Alyssa was born and raised near Des Moines, Iowa. After high school, she decided to venture west and attended The University of Arizona. She received an incredible education from the university and loved the Arizona weather, even the summers! After working in Tucson at a small software company for a year after college, she relocated to Scottsdale and accepted a position with a small software company. Her personal aspirations lead her in the direction of real estate within 2 years. She came upon an opportunity with a small real estate company she subsequently purchased in 2004. Since that time, the company has changed and grown dramatically. She loves what she does and enjoys working with her clients and helping them with their real estate needs.
In her spare time, she enjoys traveling, practicing and teaching yoga (she is also a certified yoga instructor), hiking, tennis, attending sporting events, relaxing with her pets, and bonding with her close group of friends. She feels very blessed and truly enjoys her career and that it supports her ability to also focus on other parts of her life such as family and friends.
Success Real Estate Group is a division of Apartment Source, which was acquired in 2004 by new management. The SREG team focuses on working with Scottsdale and Phoenix area buyers and sellers who are in need of trusted real estate advice and expertise. The SREG team has over 45 years of combined real estate experience and brings professionalism, with a personal touch, to all of their transactions.
Tammy Schulze, with Brightside Mortgage LLC
Tammy was born and raised in Spokane, Washington, and moved to Phoenix in 2001. She graduated from Cheney High School and Eastern Washington University. She didn’t always know she wanted to be a Mortgage Broker, but she did always know she wanted to help people. She has an overwhelming commitment to her clients, striving to make sure each person she interacts with feel special and important. When she is not working, she loves to hang out with her three teenagers and husband hiking, walking on the beach, and playing games (especially Escape Rooms).
Brightside Mortgage was founded by Tammy and her husband, Bill, with the idea of breaking down the old stereotypes of mortgage lending. Their aim is to work in partnership with their clients to create an enjoyable mortgage lending process. The Brightside team advocates for their borrowers empowering them to own the process while providing guidance based upon the borrower’s individual needs. They are a mortgage broker which means they have access to multiple lenders and can shop around to find the best deal for each client.