Keith Burgess - NFP / Meltzer
Keith Burgess is a partner at NFP/Meltzer in Bethesda. Keith has over 25 years of experience in corporate insurance planning and the employee benefits sector. After spending a few years in the banking industry early in his career, Keith decided to join NFP/Meltzer to focus on his passion - working with small businesses to improve employee retention by providing the best benefits at the lowest cost. Keith is an expert in his field, consistently being one of the top-producers for NFG nationwide. Keith has always enjoyed helping individuals, families, and small business owners stay well protected with tailored insurance benefits to retain executives, and to pave the way for business succession and estate planning.  
Keith Burgess’ belief is that there is more to insurance, business succession, and estate planning than just the numbers. A good insurance advisor will have effective communication and cooperation with all the client’s other advisors, including the investment advisor, the CPA, and the estate planning attorney. Keith acts as the quarterback, coordinating the efforts and strategies of the advisory team, to implement tax efficient estate and succession planning.  
Phone: (301) 581-7350 
Cell: (301) 240 793-4423 
Fax:(301) 214-7001 
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Glen C. Hardesty - McEnroe Voice & Data

Glen Hardesty is an equity partner and the Director of Sales at McEnroe Voice & Data and has over 20 years of experience in the Telecommunications Industry.

McEnroe Voice and Data designs, implements and maintains voice and data networks by leveraging our portfolio of platforms and applications from today’s leading communications equipment and software manufacturers – such as Mitel, Avaya, Toshiba, and Star2Star. Our products include premise-based digital and voice over IP phone systems, as well as hosted systems, and are designed to fit each customer’s needs. Our solutions can incorporate the full suite of unified communications capabilities, call center functionality, and video / web conferencing and collaboration.  

We also design, sell, install, and support high definition video surveillance systems for businesses who need to take a proactive approach to the security on their premises. Our IP-based solutions provide flexibility and smart analytics that allow the system to be accessed from any web browser, iOS or Android device.  

McEnroe Voice & Data is a single source for your voice technology or video surveillance project. Our typical scope of work includes infrastructure cabling, equipment design and installation, end-user training, and ongoing support and maintenance. We also provide comprehensive carrier services audits, recommendations, and procurement to help our customers reduce costs and inefficiencies.  

McEnroe Voice & Data has the knowledge, experience, and capabilities earned since 1972 to satisfy the most demanding clients from Small and Medium Businesses to Enterprise organizations. As a certified MBE/DBE, we also work with State and Local Governments, and Federal Agencies. Our other products include voice logging, dictation and transcription, and interview room video recording systems.

Phone: (800) 727-1607 
Cell: (443) 864-1063 
Service:(800) 727-1644 
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Andrew Zettler - ZG Interactive

Andrew Zettler is the founder and acting president of ZG Interactive. A full-service web development and marketing firm specializing in all aspects of web development, online marketing, corporate identity, branding, and print design.

Sample clients include Z-Burger, Suntrust Mortgage, Titleist Golf, Old Angler's Inn, and Geneva Day School.

Whether you do business around the world, or in zip codes directly beneath your nose, ZG Interactive ensures that your company’s image and marketing programs are cohesive, well-planned, and truly resonate with your target audience. From small businesses and start-ups looking to establish themselves in a tight local market, to industry leaders looking to promote initiatives and capture increased market awareness, the ZG Interactive team is ready to put your best foot forward.

For a confidential consultation regarding your next project or business goals feel free to visit or e-mail

Phone: (240) 372-1670 
Fax: (240) 396-6952 
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Brian Vaughn - Shiphape IT

Brian Vaughn is both President and Co-Founder of Shipshape IT. Brian manages Operations, Business Development, Public Relations and Strategic Partnerships for the company. Over his thirty career in Information Technology, he has had the pleasure of consistently working with the majority of Shipshape IT’s six person management team. Building IT Services to scale began as a Co-Founder and Principal in Dataprise Inc., between its founding until 2007. And together with his Partner, Samuel Abramson - took on new levels of innovation with a high-touch, white glove approach to fixed price Managed IT Services, and Managed Security Services with Shipshape IT beginning in 2010.

Brian is firm believer of the symbiosis between long-term clients and long-term employees. He understands that planning for scale is as important to client experience, as it is for staff retention. Similarly, Brian is extremely active in the local community as both a business and as a volunteer for Montgomery County Public Schools. Brian is very active in the Bethesda Chamber of Commerce, The National Association of Business Owners and Entrepreneurs, and is President of the Information Technology Foundation for The Foundations Office at Montgomery County Public Schools. Brian graduated in 1991 with a Bachelor’s of Science from the University of Maryland College Park. He lives with his daughter in Bethesda, Maryland.

Phone: 301.941.1444 Ext. 714
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Dina Silnicky - La Prima Food Group

Dina oversees the Event Division at La Prima Food Group and has been responsible for the development and growth of Catering By Seasons, the high end special events division.

La Prima Catering, the leading corporate caterer in the mid-Atlantic region, operates kitchens in five locations throughout the Washington, Baltimore and Philadelphia metro regions, providing unsurpassed service that is fast and flexible. The company’s Catering by Seasons division offers unique full service menus for special events such as weddings, corporate galas, religious celebrations and other important occasions. The company’s “H Generation” division provides a nutritious school lunch program for area schools.

La Prima Catering, the leading corporate caterer in the mid-Atlantic region, operates kitchens in five locations throughout the Washington, Baltimore and Philadelphia metro regions, providing unsurpassed service that is fast and flexible. The Catering by Seasons division offers unique full service menus for special events such as weddings, corporate galas, religious celebrations and other important occasions.

Office: (301) 220.1001
Cell: (301) 908.6143
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Joel Heiserman - Heiserman Young, PC
Located in Bethesda, Maryland, Heiserman Young, PC has been providing quality, personalized guidance to businesses and individuals for over a decade. We provide accounting, business consulting and tax services to a wide range of businesses and individuals in many fields, including medical and dental practices, law firms, real estate professionals and developers, landscaper companies, automobile repair shops and other closely-held businesses. In addition, through our affiliated company, Potomac Payroll Solutions, LLC, we can provide complete payroll services.  
Phone: (301) 656-8299
Fax:(301) 951-0147
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Tim Hawkins - LTBD
As President, Tim Hawkins divides his time at LTBD between professional service organization and not-for-profit clients. He also serves as the firm’s primary business development officer – leading the effort to cultivate relationships with new and established clients and develop strategic partnerships with outside firms and other industry leaders.  
Tim’s experience prior to launching LTBD in 2004 includes multiple stints in public accounting where his clientele included not-for-profits and financial firms. In addition, he worked in financial analysis and management for MCI Worldcom, where his role entailed budgeting, forecasting, financial reporting, and financial staff management. Mr. Hawkins also served six years in the U.S. Navy as a nuclear power engineer.  
Tim is a Certified Public Accountant and a graduate of George Mason University with a Bachelor of Science in Accounting. His leisure-time pursuits include travel, interesting business ventures, and a growing boy named Lincoln.
Phone: (703) 738-6599
Cell: (301) 240 793-4423 
Fax:(703) 738-9248
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Sebastian Mascarenhas - Capital One Bank

Sebastian is a Vice President, Sr Business Advisor & Lender with Capital One bank specializing in: • Financing of real estate purchases/refinances, Business acquisitions, Working capital, Partner Buyout, Investment Real estate and more • Accelerating collection times on AR / Improving efficiency of AP processing • Maximizing return on idle cash, Minimizing the hassle in banking • SBA preferred lender ( upto 5mm lending ) Products & Services: • Escrow Express – Leading Escrow management system • Intellix – Worlds best online banking operating system • Lockbox • Remote check deposit • Merchant Services – Number one processer in the world ( worldpay) • ACH & Wires • Foreign exchange and more  
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Stephanie Katz - CETA Benefit Consulting Group, LLC
Stephanie D. Katz is the President and Founder of CETA Benefit Consulting Group, LLC (CETA). She has over thirty years of experience in the design, implementation, and administration of human resource and employee benefit programs and has worked for a variety of firms including: ADP Benefit Services, T. Rowe Price, Ernst & Young, and Coopers & Lybrand.
Since 1997, CETA has provided a wide range of HR and benefit consulting services to clients of all sizes across business sectors including: commercial, non-profit, and government. The consultants have broad, multi-disciplinary experience which assures that the best thinking and analysis are brought to meet client needs and objectives.  
Phone:(301) 881-8883 
Cell: (240) 432-0163
Marc S. Schliefer, CFP®, RICP® - Equity Planning Inc.

As President of Equity Planning Inc., Marc is an accomplished and experienced financial planner with over 40 years of financial industry experience. Equity Planning, Inc. opened its doors in 1963 and since then, has provided independent and comprehensive financial planning services to individuals, families, and business owners nationwide.  
Our firm, located in Bethesda, MD, serves a diverse client base spanning a multitude of industries, investment knowledge, passions, and priorities. Our wide range of clients includes medical professionals, contractors, business owners, corporate executives and government employees, to name a few. We work successfully both in person and remotely with clients to plan their financial futures.  
To ensure the highest level of service to our clients, we continually seek professional development.  
Phone: (301) 652-8702
Fax: (301) 652-9066
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Jennifer Bateman - DCA Imaging
As a territory account manager for DCA Imaging, Jenny’s passion is to help organizations improve business processes through tailored office technology solutions. Her approach brings value to clients by helping them to set and achieve specific goals within a predetermined, holistic path of improvement. In other words, it's not the product that matters, but her approach, her experience, and her knowledge of how to use technology to advance your company's initiatives that's important.  
Every client comes to the table with different goals – improving inter-office collaboration, transitioning from paper to digital document storage, or just simply improving their bottom line. Jenny’s experience and focus will help you break that overall goal down into approachable and actionable steps that will reap small successes for your business along the way.  
Cell: (301) 240 793-4423 
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Kathy Ogilvie - Payroll Network, Inc.
Phone: (202) 549-0941 
eFax:(866) 638-9654 
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James P. McAndrews III - JPM Consulting & Tax Services
Phone: (703) 975-6230 
Mobile:(703) 975-6230
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