Member list

Building Relationships

Exclusive Network Group

We are profession exclusive business builders that meet once a week to learn from and about each other. This allows us to grow individually and as a group. We take pride in building loyalty within the group and look forward to growing strong businesses together.

All while serving the Sachse, Wylie, Murphy area in North Texas.

members of tri-cities referral group

We are mainly self-employed, (1099) business owners that mostly service
the Sachse, Wylie, Murphy, Texas area.

Current list of professions that makes up our group:

  • Attorney
  • Bookkeeping
  • Financial Advisor
  • Fun Art
  • Insurance – Commercial
  • Insurance – Health
  • Insurance – Home, Auto & Rental
  • Lender – Commercial
  • Lender – Residential
  • Marketer – Digital
  • Realtor – Residential
  • Roofer

 

Current list of open professions that would be a great fit to our group, but not limited to:

  • CPA
  • Dentist
  • Plumber
  • Electrician
  • Realtor – Commercial
  • etc

This is NOT an extensive list, so if you don’t see your line of work, please reach out or come see us!

Jeremy Royal

Jeremy Royal

ATTORNEY, Royal Law, PLLC

I am a Certified Public Accountant, an Attorney, and am board certified in tax law by the Texas Board of Legal Specialization.  My practice focuses on business transactions including entity formation and operations, tax planning and compliance for individuals, corporations, partnerships, and LLC’s, as well as tax controversies at all stages of the tax determination and administration process, including representing clients with unreported foreign income and undisclosed foreign bank accounts (FBAR reporting). That also includes estate planning and probate, asset protection, real estate transactions, contracts, and debtor/creditor relationships (excluding bankruptcy.) This is a small law firm that takes the time to build relationships with clients while providing a level of expertise that is normally available only at larger law firms. 

Call me at (972) 512-2406

Rynae Calder

Rynae Calder

BOOKKEEEPER, Sunrae Bookkeeping Services

I help small businesses keep their focus on income generating activities by helping with their bookkeeping needs using QuickBooks Online. I will put your financials in order and run reports to show how you are doing each month. I can handle the intricate details and present you with the bigger picture! My services include monthly bank reconciliation, class tracking for projects or clients, sales tax filing, AP/AR and FREE tax prep for one year! As a virtual bookkeeper, my goal is to help you focus on growing your bottom line by taking care of all your bookkeeping needs!

Call me at (214) 437-0466

Julio Rodriguez

Julio Rodriguez

FINANCIAL ADVISOR, Primerica Financial

I handle a wide range of areas including Life Insurance, Investments, retirement, 401(k) or IRA rollovers, debt payoff, and budgeting. I start with asset management to make sure people aren’t overpaying taxes, debt, and insurance. I can direct those savings towards a financial plan, helping you reach all your financial goals, like retirement and kids’ education.

Call me at (817) 939-2045

Brad Gray

Brad Gray

INSURANCE - COMMERCIAL, Nationwide

I have 20+ years in the business and am appointed with all major carriers. No risk unwanted. I will protect your business and preserve its growth. I can cover large or small companies and vehicles. Get a Free Quote!

Call me at (214) 563-5978

Lonny Mills

Lonny Mills

INSURANCE - HEALTH, US Health Advisors

I can help you navigate through all health coverage options.

Call me at (214) 213-9378.

Frances Gonzalez

Frances Gonzalez

INSURANCE - HOME, AUTO & RENTAL, FG Insurance

I am an Independent Insurance Broker. I will shop through numerous companies to deliver the best coverage and the best prices. I can provide you with a free quote with A+ companies who offer excellent policies. I will be happy to review your policies at no charge.

Call me at (214) 635-8013

Andrew McElyea

Andrew McElyea

LENDER - RESIDENTIAL, Guild Mortgage

I am committed to helping borrowers understand their options for real estate financing and helping them make sound financial decisions. CORE BELIEFS: provide (1) Customized, Best Fit Mortgage Solutions (2) Honesty, with Full Disclosure (3) Relationships that Transcend the Transaction (4) Integrity above Reproach (5) Service above Self and (6) Timely and Effective Communications. If you’re going to build, buy or refi, I’m your guy.

Call me at (469) 774-4727

Greg Scott

Greg Scott

MARKETING - DIGITAL, Great Scott Sites

I’m a Digital Marketer that builds websites and runs social media campaigns. I’ve been building Websites for over 10 years and running Social Media Marketing campaigns for over 6. I help mid-sized businesses, get their message, in front of their ideal customer. Don’t leave your online presence to Fate, let me make it Great!

Call me at (214) 437-0639

Sheila Joyner

Sheila Joyner

REALTOR - RESIDENTIAL, RE/MAX

I have 19 years experience helping clients with Real Estate needs. I am a native Texan and know the area well. I will travel within 1 hour from DFW. I work with buyers, sellers, rental properties and land deals. I enjoy working hard for my clients. I actually care if you are happy in your decisions. I am an individual agent, so you always reach me direct.

Call me at (214) 906-9694

AJ Morris

AJ Morris

ROOFING, Lyle Services LLC

I am an independent roofing specialist with Lyle Services, LLC and can help you with any roof questions or estimates. I am reliable, trustworthy and offer fair pricing.

Call me at (469) 688-8579

Performance Tracking

As you can imagine, our 2020 numbers are skewed because of the pandemic. So, we left our 2019 numbers up so you can see the momentum this group has.

Our 2019 numbers include the amount of money passed out, referrals passed out, and income generated from those referrals.
Come meet with us to hear our latest numbers!

 

Money passed

Referrals Passed

income generated

Let's Start Something new.
Say Hello!

With current COVID protocols in place, we are meeting monthly at different locations. If you have a place that can accommodate ~10 people local to Wylie, Sachse, Murphy, Garland or Richardson, give us a shout! Or reach out to find out where we'll be at next!

EMAIL US at [email protected]