Bourette Named To Elite IRA Advisor Group
Jane Bourette, owner of Coast to Coast Financial Planning, LLC has been accepted as a member of Ed Slott’s Elite IRA Advisor Group℠, an exclusive membership group dedicated to the mastery of advanced retirement account and tax planning laws and strategies.
Ed Slott and Company, LLC is the nation’s leading provider of technical IRA education for financial advisors, CPAs and attorneys who are dedicated to the mastery of advanced retirement account and tax planning laws and strategies.
Members of Ed Slott’s Elite IRA Advisor Group℠ train with Slott and his team of IRA experts on a continuous basis. These advisors pass regular background checks, complete requisite training, attend semiannual workshops, webinars and complete mandatory exams. They are notified of changes to the tax code and updates on retirement planning, so clients can be sure their retirement dollars are safe from unnecessary taxes and fees. Members have access to Ed Slott’s team of experts.
Coast to Coast Financial Planning LLC was founded in 2012 by Bourette to address the growing needs for retirement income, long term care and estate financial planning. Coast to Coast has offices in Chatham and on Nantucket, led by a team of professionals that includes investment advisors, estate attorneys, BouretteCPAs and more.
For more information, contact Coast to Coast Financial Planning at 508-945-7500 or visit www.CtoCFP.com
JWT & Associates Opens For Business
JWT & Associates in South Yarmouth has announced the opening of its fundraising consulting partnership with a focus in raising money for organizations locally and nationally.
Seasoned fundraisers Sally Bickford and John Terrio founded the company earlier this year.
Bickford is a graduate of Barnard College and her skills lie in fund- raising, community building and organizational development. She is a certified life, leadership and human potential coach.
Terrio graduated from University of Maine Business School and has more than 30 years of experience consulting with some of the country’s largest nonprofit and for-profit organizations, especially in advising CEOs, executive directors and boards into taking the right path for their donor bases. He also serves as a selectman for the town of Dennis.
JWT’s objective is to collaborate with mission-driven nonprofit organizations by focusing on increasing donors, fine-tuning organizations and visioning the future. JWT conducts coaching for colleagues and boards and works with their clients to identify a strategic plan for a successful future.
For more information visit www.jwtfundraising.com or email email@example.com.
AMR Announcing Personal Finance Mentoring
Asset Management Resources, LLC (AMR) has announced a new program to help individuals learn about the basics of personal finance.
The Something More Mentoring program provides a personal financial coach, who leads participants through a 12-month financial education and mentoring process, providing them positive reinforcement along the way. The program is intended to empower individuals to take the steps needed to reach their personal financial goals and learn how to handle finances responsibly.
Jeff Perry, J.D., an Investment Advisor Representative at AMR, manages the Something More Mentoring program.
The program includes 12 educational video lessons, each one followed by a personal mentoring session. Prior to starting the program, the coach works with each participant to develop a personalized educational plan that meets their individual needs. The 12 lessons focus on everything from goal setting, to banking and cash flow, debt and credit, insurance, emergency funds, career goals, investing, retirement planning, and estate plan needs.
For more information visit https://amrfinancial.com/services/something- more-mentoring/, or call AMR at 866-771-8901.
Borowick Named 2022 Immigrant Entrepreneur
Cape Codder Jitka Borowick was among four Massachusetts residents honored with 2022 Barry M. Portnoy Immigrant Entrepreneur Awards. The awards, given by The Immigrant Learning Center, recognize the contributions of immigrant entrepreneurs to the Commonwealth. Borowick is an immigrant from the Czech Republic and the recipient of the 2022 Award for Neighborhood Business.
Borowick is the founder and CEO of yoga and wellness studio Nové Yoga in West Dennis and award-winning eco-friendly cleaning business Cleangreen in Barnstable. Started in 2008 as a one-person enterprise, Cleangreen currently employs 18 people on a year-round basis. In August 2020, Borowick launched Nové Yoga to share her commitment to healthy living. She has received many accolades for her leadership, business acumen and commitment to Cape Cod, including being honored as 2016 Small Business Owner of the Year from Cape Cod SCORE and 2018 Alumna of the Year from Cape Cod Community College.
Other winners included Roger Magalhaes, an immigrant from Brazil and the recipient of the 2022 Award for Business Growth; Avak Kahvejian, an immigrant from Canada, was the recipient of the 2022 Award for Life Science Business; and Ling Chai Maginn is an immigrant from China and the recipient of the 2022 Award for High-Tech Business.
BayCoast Bank Opens New Branch
BayCoast Bank has opened its latest Fall River branch at 20 Turner St., at the new River’s Edge Residences overlooking the city’s waterfront.
This new, full-service banking location includes one walk-up and two drive-up ITMs. ITMs offer customers the convenience of speaking with a personal banker during and beyond regular business hours. ITMs also function as ATMs 24/7.
The new River’s Edge branch also offers a night depository, Medallion and Notary services by appointment and instant issue debit/ATM cards. A self-service coin machine for the lobby is coming soon.
Quintero-Schulz Named Executive Director At Mashpee Chamber
The Mashpee Chamber of Commerce Board of Directors has hired Julie Quintero-Schulz, who has served on the board for three years, as Executive Director.
Prior to joining the Mashpee Chamber, Quintero-Schulz was vice president of Member Services Community-Development at The Cape Cod Chamber of Commerce. Her other work experience includes as CEO for The Confer Group, vice president of Sales and Marketing at MIDMRKT, Assistant Town Administrator for the Town of Harwich, Deputy Chief of Staff for the Massachusetts Department of Transportation Highway Division, and a Senior Policy Analyst for former New York City Mayor Michael R. Bloomberg.
She is a graduate of the University of Georgia and also holds a master’s degree in Public Administration from Suffolk University.
Foley Joins Vets Center
Barbara-Anne Foley of Sandwich has joined the Cape and Islands Veterans Outreach Center (CIVOC) in the newly established position of Outreach and Programs Manager.
In this role, Foley oversees the coordination and administration of components of the center’s programs, which include the food pantry, holistic therapies, financial planning, client transportation, work with incarcerated veterans, elder veteran outreach and employment workshops offered to veteran clients and their families. Her responsibilities also include planning, organizing, staffing, leading and controlling all program activities.
Foley previously was the Director of the Council on Aging for the Town of Harwich for 18 years.
Holick Joins Elevate Counseling Services Team
Elevate Counseling Services announces the addition of Gina Holick, MSW, to their professional team.
Holick joins the Elevate Counseling Services staff as a licensed track clinician, providing individual therapy for children, teens, and young adults. She is currently in Elevate’s Licensing Track Program for her LICSW, and she works from the Lakeville, Raynham, and Easton locations.
Her previous experience includes work at the Child Outpatient Program at Community Counseling of Bristol County, and with the Intensive Foster Care and Adoption Program at Justice Resource Institute.
Holick earned a master’s degree in Social Work from the University of New England, as well as a bachelor of arts degree in Psychology from Assumption College. Holick has specialized training in Child Behavioral Health Initiative, autism, Attention Deficit Disorder/Attention Deficit-Hyperactivity Disorder, trauma, Massachusetts Approaches to Partnership in Parenting training, permanency training, Face-It Training, risk management training/suicide prevention/self-injurious behaviors, and LGBTQ+.
Kavety Joins Elevate Counseling
Elevate Counseling Services has named Sangeetha Kavety, a Licensed Mental Health Counselor, to their professional team.
She will work from the practice’s Raynham location and see clients via telehealth. She specializes in working with children between ages 3 and 20, and treats clients for a variety of conditions including ADHD, bipolar disorders, depression, and anxiety.
Her experience includes in-home therapy with Children’s Behavioral Health Initiative at Northeast Family Services, and inpatient care as well.
Kavety earned a master’s degree from Lesley University in Clinical Mental Health Counseling and Expressive Therapies, specializing in music therapy. She also holds a master’s degree from Boston University in General Psychology and an undergraduate degree from Boston University in Psychology and Music.
United Way To Honor Olivers As 2022 ‘Visionaries’
Lisa and Richard Oliver of Cotuit are being recognized with the 2022 Cape and Islands United Way Visionary Award, honoring their long-standing commitment to the United Way and beyond.
The award will be presented at the Cape and Islands United Way annual fundraising gala, Best Night, on June 26 at the Pelham House in Dennis Port.
The Oliver family moved to the Cape five years ago when Lisa accepted the opportunity to lead The Cooperative Bank of Cape Cod, where she is now chair, president and CEO. Richard had a distinguished career in banking and is now retired.
August Napoli, president/CEO of the Greater Cleveland Area United Way, noted that the Olivers were leaders in terms of giving when they lived in Ohio. “It was remarkable and memorable,” he said.
“The visionary leadership they showed in Cleveland, Ohio, has been replicated in an equally impactful way here on the Cape,” said Mark Skala, president/CEO of the Cape and Islands United Way. “It truly is amazing what two people can accomplish when united. The list of nonprofits that have benefited from Richard and Lisa’s time, treasure and talent is inspiring. Our community is the beneficiary of their continued philanthropy.”
In addition to their decades-long support of the United Way, the Olivers have been involved in many nonprofits, serving on several boards while in Ohio and now on the Cape. Lisa serves on the boards of the Cape Cod Foundation and the Cape Cod Chamber of Commerce and as chair of the Cooperative Bank of Cape Cod Charitable Foundation Trust, which she established in 2018.
“We’re honored to receive such an award from the United Way,” said Lisa Oliver. “For us, giving back to our community is part of who we are. We believe in helping others, supporting our neighbors, and working together to make our community stronger.”
The Visionary Award was established to recognize individuals who “don’t see things as they are but what they could be.”
To learn more about Best Night, visit capeandislandsuw.org/bestnight
Bay Copy Honors Mutrie
Bay Copy Vice President of Sales Sharon Mutrie has announced her retirement, after 35 years with the company.
Mutrie began working for Bay Copy, based in Rockland, as a sales trainee.
“Sharon is a big part of the history of our company, having come to us when Bay Copy was only 15 years old,” said Bay Copy CEO Ray Belanger. “As sorry as we are to see her go, and we will miss her greatly, we wish her all the best in retirement and are profoundly grateful for her loyalty, contribution and friendship. She has been a tremendous partner through these years; and we all look forward to staying in touch in the months and years ahead.”
Mutrie was recognized by national trade industry magazine ENX in 2021 as a “Difference Maker,” an award bestowed upon industry leaders who excel at what they do.
“That’s a really appropriate description of Sharon’s career here,” Belanger said. “She has made a huge difference in the growth of Bay Copy and has been one of our greatest ambassadors both inside the company and outside in the community.”
He credited Mutrie with playing a key role in winning a five-year contract for Managed Print Services (MPS) with one of the state’s larger regional healthcare facilities. Mutrie oversaw the sale and the on-site installations of 500 units, which included rigid safety protocols because the work occurred during the COVID-19 outbreak.
“It’s been an honor to be a part of the Bay Copy team and work with so many great clients,” said Mutrie. “I am leaving an amazing team and I am confident they will continue on in the same great tradition.”