Februrary 2025 Minutes

Friday, February 14, 2025
Bright Lion’s Club
9:00am

March 2025 Meeting
Date/Time:  March 14, 2025
Location: Los Primos Mexican Restaurant

Member Spotlight: Rob von Gerds of Triplecrown Wealth Management

Attendees:

• Bebe Kinnett-Absolute Web Marketing
• Amy Fryman-Friendship State Bank
• Kim Stock-Friendship State Bank
• Dennis Siebert-Gotcha Covered
• Lisa Cox-JDC Remodeling
• Tonya Wolfe-Luminate Home Loans
• Rachel Lutz-Lutz Auction Services
• Joni Helton-MaryKay Cosmetics
• Robert von Gerds-Triplecrown Wealth Management
• Matt Gates-Triplecrown Wealth Management
• Larry Shideler-Union Center Blvd Merchant Association (UCBMA)
• Jeannette Huelseman-WorkOne Southeast

Tonya Wolfe called the meeting to order.
Pledge of Allegiance – Everyone
Thank you to Bright Lion’s Club for the continued support of BABA

Welcome
Business introductions were made around the room.

Thank you to our 2025 Sponsorships and to Bebe for reaching out to Synergy

• Friendship State Bank – Gold Sponsor
• First Financial Bank – Silver Sponsor
• Cincinnatus –Bronze Sponsor
• Synergy Labor Solutions – Bronze Sponsor

Treasurer’s Report

Kim Stock/Treasurer:
Beginning Balance:  $11,224.92
Deposits:                   $  1,325.33
Expenses:                  $  3,550.00
Ending Balance:        $  4,875.23

Old Business

2025 Board of Trustees
President Tonya Wolfe
Vice President Jeannette Huelseman
Secretary Jeannette Huelseman
Treasurer Kim Stock
Membership Mark Munchel
Golf Chair Gage Pace
Past President Nicole Wuestefeld
Member at Large Bebe Kinnett
Member at Large Sara Uhlenbrock-Heath

New Business

Amy Fryman Golf Report

On behalf of Gage Pace Amy provided the following report: The Golf Fundraiser is scheduled May 19th.

• Marketing and Promotion will be through flyer distribution, Facebook and the BABA website
• Please share with others that hole sponsor will get their sign made and be promoted throughout the year through all marketing methods
• Volunteer signup sheet distributed for day of event
• Door prizes are need
  • Drop off at Bright Friendship State Bank
• We want to send each golfer with something to take home
  • we need to collect enough goody bags with business swag and business cards for each
    • can be a supersized candy bar with business card attached
    • cozies, clips
• We still need gift baskets, gift cards and gift certificates
  • Suggestions on low cost gift items to get your brand out, but not break the bank:
    • Wine basket
    • Candle basket
    • Gift certificates to local businesses
    • Coffee basket
    • Movie night basket
    • Candy basket
    • Game Day: sports basket
    • 6-Pack basket
    • Mystery basket
    • Needed: Goody bags, swag such as pens, clips, cozies etc

BABA will again partner for the 2nd Annual Bright Nights Series 

• Starting in May and ending in September:
  • Food Trucks 6-10, Music 7-9
• Three food trucks, all BABA members:
  • Chad Barrett (Quad Que)
  • Carlena Lockhart (Mingles Soft Serve)
  • Vitor Abreu (Vitor’s Bistro)
• BABA covers the cost of the music and gets 10% of the food proceeds to go into BABA’s charitable giving fund.
• Discussion about setting up a banner or sign to help promote and encourage more participation.

Tonya introduced and welcomed Rob von Gerds and Matt Gates of Triplecrown Wealth Management

Triple Crown Wealth Management Member Spotlight

Rob von Gerds has been in the wealth management business since 1998. He grew up in Germany, but attended Xavier University in college and decided to make the tri-state area his home.

“We don’t get financial literacy from school.”  As a financial coach his goal is to help you navigate financial literacy through understanding the fundamentals, then learning how to apply them to your life in a way that aligns with your goals.

Early connections included working with educators and their retirement plans, in school districts such as the Oak Hills, Kenton County, Switzerland County Milan schools and others. Their combined expertise fits well with closely held businesses with a focus on individual attention for employees. Providing an individual service to meet the goals and needs on a personal level.

“We lead to a sustainable financial freedom.” Which includes:

• Taxes
• Income
• Retirement
• Estate Planning
• Risk Management Investment

Developing relationships with clients is key. One of Rob’s earliest clients is a teacher from Mt. Carmel Indiana Elementary, and she is still a client. It is not unusual for a client to stop in just to say hi, when in the area. One of the key attractions for financial clients is the comprehensive training and wealth of informational resources offered by this group.

Triplecrown Wealth Management offers a wealth of resources on their website, whether you’re looking to explore goal-setting strategies, seeking clarity in the world of wealth management, or in need of a knowledgeable, trustworthy partner to guide your future decisions. They periodically offer webinars such as the Triplecrown Speaker Series. You may search their Resource tab for the category of information you would like to learn about. You will find videos and calculators to help you navigate your path.

As a service to business owners Rob also heads up a networking event that meets on the 1st and 3rd Tuesday of the month at The Coffee Peddlar in Harrison, OH. It is a great opportunity to meet with other business owners and promote your business in the process. Word of mouth advertising is often regarded as one of the most powerful and effective forms of marketing and is often seen as authentic, trustworthy, and organic.

Ongoing Networking Events

Harrison Chamber and Harrison Networking Group to partner with BABA in business networking events.
Harrison Networking Group meets the 1st and 3rd Tuesday at 9:00 AM, Robert Von Gerds is usually there by 8:30 AM
Location: The Coffee Peddlar, 112 Harrison Ave, Harrison, OH