Mitch Boehm

Mitch Boehm

Financial Advisor

Member

Members I've Invited

Sam Farmer

Sam Farmer

Sponsorship

Merrill Lynch

Merrill Lynch

678-480-7000

1019 Golf Estates Dr
Woodstock, GA 30189

Company

Team

PowerLinks Certificate 06/19/2019
InfoMinute Seminar 06/17/2019
Orientation Essentials 06/17/2019

Development

Sandy Springs Team

Introduced by:

Joe McGhee

Joe McGhee

Joined on 04/25/2019

Leadership

TeamCoOrdinator 12/07/2020
ParticipationCoOrdinator 10/04/2021
VisitorCoOrdinator 02/09/2020
100% Club 08/11/2022

Membership

3-year Pin 05/12/2022

Team

I created a referral for myself with my teamate Sean Mooney from GO Roofing. After he did a one minute on how they do roofs better I explained how my roofing company could not get the roof approved with my insurance carrier. He suggested another try and that persistence can payoff with insurance carriers. He had the adjuster come out and he got the insurance company to pay for the roof repair. They did an excellent job and now I have a personal testimonial I can give to future clients, prospects and friends. 

Referral Trigger Response