KFG is an ensemble firm of practitioners providing Private Wealth Management Services. As we service the comprehensive Retirement Planning and Wealth Management needs of our clients, we are frequently asked for referrals to local businesses which provide quality goods and services to these households, as well as non-profit organizations which our clients might support as part of their financial planning process. We at KFG take these referrals seriously, since the related experience with these referrals can and will affect our client relationships. Accordingly, we developed the concept of a small business & non-profit organization (support your local community!) “Circle of Excellence”! Throughout 2007-2008, we solicited our client base, and strategic local advisory network, to develop a proposed list of candidates. These were, in turn, screened by KFG and mailed out to our clients. We undertook this process again for 2009-2010.The product of this collaborative effort was the development and production of the KFG “Circle of Excellence” Compendium for 2009-2010. This group of small business owners and non-profit organizations are also posted on our website. (www.kippfinancialgroup.com)These businesses and non-profit organizations represent the “Best of the Best” in their category as judged by our client base. Congratulations to each of these honorees! We encourage you to participate with these enterprises in support of our local community.
Yours truly,
Stephen J. Kipp
President & CEO
Registered Representatives offer securities through National Planning Corporation (NPC) Member FINRA/SIPC. Advisory services offered through Kipp Financial Group (KFG) a Registered Investment Advisor. KFG and NPC are separate and unrelated companies.
USAArchitects and Engineers, Inc. Ed W. Campbell, President 1143 E. Main Street Ventura, CA 93001 Ph: 805-648-1859 Fax: 805-648-1484 edcampbell@usa-arc.com www.usa-arc.com
Architect-Landscape
DH Landscape & Exterior Specialist Doug Halter, Owner 1188 Buena Vista St. Ventura, CA 93001 Ph: 805-701-2458 Fax: 805-641-1270 doug@doughalter.com www.halterlandscape.com
Architect-Residential
Martha Picciotti Design Martha Picciotti, Owner 404 N. Catalina St. Ventura, CA 93001 Ph: 805-641-3221 Fax: 805-641-3233 mpdesign@charter.net
At-Home Senior Care
Justin Redmond, Eldercare Consultant 223 E. Thousand Oaks Blvd. #315 Thousand Oaks, CA 91360 Ph: 866-373-1466 Fax: 805-563-1507 jredmond@livhome.com www.livhome.com
Dr. Jonathan Lemler, DC/Healing Arts Center Jonathan Lemler, DC, Owner 1259 W. Gonzales Rd Oxnard, CA 93036 Ph: 805-485-1802 drjlemlerdc@earthlink.com www.drlemler.com
Computer Specialist
ACM Computers Alan Chio, Owner 4601 Telephone Rd., #104 Ventura, CA 93003 Ph: 805-650-6728 support@acmpc.com www.acmpc.com
MJP Computers Indy Batra, Owner 6085 King Dr., Unit 102 Ventura, CA 93003 Ph: 805-981-9511 Fax: 805-981-3775 indy@mjp.net www.mjp.net
Consultant
E. Carey Walters Management Consultant E. Carey Walters, Owner 2419 E. Harbor Blvd. #93 Ventura, CA 93001 Ph: 805-660-2822 careyw@att.net
Neal Andrews 631 Sydney Lane Ventura, CA 93003 Ph: 805-644-0484
Myers, Widders, Gibson, Jones & Schneider, LLP Erik B. Feingold, Partner 5425 Everglades St. Ventura, CA 93003 Ph: 805-644-7188 Fax: 805-644-7390 efeingold@mwgjs.com www.mwgjs.com
Law Offices of Wilfred J. Freeman Wilfred J. Freeman, Owner 199 S. Figueroa St., Third Floor Ventura, CA 93001 Ph: 805-643-6298 x12 wil@lawofficewjf.com
Terri Hillard, PC Estate Law & Mediation Terri Hilliard Olson, Owner 2660 Townsgate Rd., Suite 515 Westlake Village, CA 91361 Ph: 805-778-0111 Terri@terrihilliard.com www.terrihilliard.com
The Law Offices of Bamieh & Erikson, PLC Ron Bamieh, Owner 692 E. Thompson Blvd. Ventura, CA 93001 Ph: 805-643-5555 Fax: 805-643-5558 mail@bamieherickson.com www.bamieherickson.com
WX Weather by Schaeffer Terry D. Schaeffer, Owner 238 Parsons Ave. Ventura, CA 93003 Ph: 805-642-1372 wxbs@pacbell.net
Moving & Storage
Hilford Moving and Storage Sally Crain, President 1595 S. Arundell Ave. Ventura, CA 93003 Ph: 805-642-0221 Fax: 805-654-8402 sally@hillford.com www.hillfordmoving.com
Nail Salon
Elements Nail Spa Julie Ho, Owner 4255 E. Main St., #10 Ventura, CA 93003 Ph: 805-644-7446
Pyramid Pool & Spa Services Craig Wilson, Owner P.O. Box 313 Ventura, CA 93003 Ph: 805-650-4824 Fax: 805-650-9255 pyramidpool@charter.net
Promotional Material
Ace-ana Promotions/We Logo & Promote You Seana-Marie Weaver, Owner 10 S. California St. Ventura, CA 93001 Ph: 805-648-7748 Fax: 805-648-7788 prgirl@ace-ana.com www.ace-ana.com
Publisher
CentralCoastFarm & Ranch Magazine Betsy Blanchard Chess, Publisher 1776 Miramar Dr. Ventura, CA 93001 Ph: 805-643-0110 Fax: 805-643-8548 newwester@sbcglobal.net
NAI Capital/Commercial Real Estate Services, Worldwide Stephen F. Doll, Vice President 300 Esplanade Dr., Suite 1660 Oxnard, CA 93036 Ph: 805-278-1400 x103 Fax: 805-278-1414 sdoll@naicapital.com www.naicapital.com
ParadisePantry/Artisan Wine & Cheese Market Kelly Briglio & Tina Lebar, Proprietors 677 E. Main St. Ventura, CA 93001 Ph: 805-641-9440 Fax: 805-641-9442 tina@paradisepantry.com www.paradisepantry.com
CaliforniaState University Channel Islands Foundation Marti DeLao, C.F.R.E., Director of Advancement & Foundation Operations One University Drive, University Hall, #1542 Camarillo, CA 93012 Ph: 805-437-8919 Fax: 805-437-2715 marti.delao@csuci.edu www.csuci.edu
Canine Adoption & Rescue League Sharon Clark, Director P.O. Box 5022 Ventura, CA 93005 Ph: 805-652-1001 Fax: 805-652-0435 info@carlvc.org www.carlvc.org
Concerned Resource & Environmental Workers (the CREW) Walter J. McCall, CEO P.O. Box 1532 Ojai, CA 93024 Ph: 805- 649-8847 Fax: 805-649-8857 thecrew1@sbcglobal.net www.thecrew.org
Food Share Inc., Ventura County’s Food Bank Bonnie Weigel, President and CEO 4156 Bank Rd. Oxnard, CA 93036 Ph: 805-983-7100 Fax: 805-983-2326 bweigel@foodshare.com www.foodshare.com
San Buenaventura Foundation for the Arts The Laurel Bldg., 101 E. Main St. #100 Ventura, CA 93001 Ph: 805-653-6100 Fax: 805-653-6060 info@venturaarts.org www.venturaarts.org
VenturaCollegeFoundation Norbert Tan, MBA, Executive Director 4667 Telegraph Road Ventura, CA 93003 Ph: 805-654-6400 x3128 Fax: 805-648-8983 ntan@vcccd.edu www.venturacollege.edu/foundation
VenturaEducation Partnership Debbie Golden, Board Member 255 W. Stanley Ave. #100 Ventura, CA 93001 Ph: 805-641-5000 x1550 goldendl@aol.com www.vep4vusd.org
Women’s Economic Ventures (WEV) & Small Business Loan Fund Angel Cottrell, Client Service Director 333 S. Salinas St. Santa Barbara, CA 93013 Ph: 805-965-6073 info@wevonline.org www.wevonline.org
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