Blog Archives

Supporting our Community with Some Green…Golf Greens, That Is!

Golf-Des1Over the last couple of months, we were honored to participate in two golf tournaments that raised money to support good causes in our Phoenix community and throughout our state.

The Arizona Bar Foundation’s Drive Fore Justice Golf Tournament happened on May 20th at the Moon Valley Country Club. Our bank’s Rich Endicott and Doug Metzger as well as two of our clients, Court Rich and Bill Harter, golfed alongside nearly 100 judges and lawyers in the Bar Foundation’s third annual golf tournament to support the Foundation’s mission of “promoting access to justice for all Arizonans.” We also contributed by sponsoring one of the tournament holes.

The Bar Foundation’s many programs include:

  • Modest Means Project – in partnership with the State Bar of Arizona, providing a low-cost, one-hour meeting with an attorney for people who don’t qualify for free legal service but cannot afford full-price rates.
  • Military/Veteran’s Legal Assistance Project – in partnership with the State Bar of Arizona and with support from the Arizona Supreme Court, providing legal assistance to active military and veterans.
  • Online Pro Bono Project –legal services provided by answering questions over legal help websites org, lawforseniors.org and azlawhelp.org.
  • Wills For Heroes Arizona – in partnership with the State Bar of Arizona and in affiliation with the Wills For Heroes Foundation, providing free estate planning legal services to Arizona’s first responder personnel.
  • Law-Related Education Programs – various opportunities to teach children in grades K- 12 about the law.

This foundation does important work to bring legal rights to all Arizona citizens and offer plenty of volunteer opportunities.  Check out the Arizona Foundation for Legal Services & Education website to learn more.

In late April, we also took part in the Arizona Petroleum Marketers Association Foundation’s (APMA) 2017 Scholarship Golf Tournament at McCormick Ranch Golf Club. Since 2007, the Foundation, for one of the largest trade associations of its kind, has awarded over 60 scholarships, valued at over $300,000. Scholarships are awarded to APMA member companies’ employees and their children. According to their website, “In 2016, nine students received scholarships with a total value of $44,000….”

The Foundation has a long track record of commitment to education and support for members’ families. According to the APMA website, its members “supply billions of gallons of fuel and tons of related products annually to Arizonans. These businesses provide fuel and lubricants to the vast majority of commercial end users, including farmers, construction firms, and local and state governments.”

The Biltmore Bank of Arizona works with many local energy companies, providing a full array of banking services, and is proud to support this important part of the Arizona economy.

We had a great time lending our support by golfing, as well! Our bank’s Rich Endicott, Todd Leveen and Doug Metzger, as well as our client Bill Harter, made up our fabulous foursome at the scholarship tournament, and Biltmore sponsored one of the tournament holes as well. Biltmore banker Desirae Outcalt was also on hand to lend her support.

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Douglas Metzger Joins The Biltmore Bank of Arizona

Metzger Douglas cropped 300x300 03_2017We’re always looking for top achievers to provide the best service to our clients. We’re happy to have found one in Douglas Metzger, who has just joined The Biltmore Bank of Arizona as Senior Vice President/Senior Relationship Manager. He is responsible for supporting and expanding client relationships and providing our clients resources and products they need to support their businesses.

Previously, Doug worked for M&I Bank/BMO Harris Bank in Phoenix as a relationship manager and team lead and for First Interstate Bank/Wells Fargo Bank, also in Phoenix, before that. He has extensive experience working with machining and construction companies but has also worked with a wide range of industries represented in the Phoenix market.

“Our bankers have a deep understanding of Phoenix business,” said Rich Endicott, president of The Biltmore Bank of Arizona. “Doug’s history banking local businesses and his community ties further strengthen our bank.”

Doug spent 10 years as chairman of Friendship Retirement Corporation’s foundation, an organization that provides a broad continuum of high quality senior services. He is a graduate of the banking management program at Pacific Coast Banking School in Seattle, Washington and currently resides in Glendale.

“I’m looking forward to leveraging my deep banking experience in the Phoenix market to help grow The Biltmore Bank of Arizona and spread the word about its services,” said Doug.

Some of you may know Doug from his years of membership in Glendale Chamber of Commerce or the Greater Phoenix Chamber of Commerce. If you like to hit the links, you might spot him there, too, though this golf fan says his favorite courses are in Montana, where he loves to visit and play with his dad. Also a fisherman, Doug recommends the fishing spots along Mogollon Rim in Arizona, where he says the lakes and trout streams are remarkable.

We think we’ve made a great catch in adding Doug to our team, and we hope you have a chance to meet him soon.

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Todd Leveen Appointed to Junior Achievement of Arizona Board

todd-leveenWe’re proud to share that Todd Leveen, senior vice president at The Biltmore Bank of Arizona, was recently appointed to the Junior Achievement of Arizonascreen-shot-2016-09-13-at-11-07-51-am central district board of directors.

After volunteering for Junior Achievement’s signature JA BizTown program in the late 1980s, Todd has continued his involvement with the organization ever since. He has also helped develop financial literacy programs directly for some Arizona schools, leveraging his master’s degree in curriculum instruction and design.

“I have always thought that our educational system has short changed some students, because the curriculum isn’t thorough enough to prepare them for what happens when they hit the real world,” says Todd. “Schools just don’t have the time or budget to teach about how to take out a loan, pay a mortgage or remit bills. As I’ve worked with Junior Achievement, I’ve seen that they address those financial literacy issues and real world scenarios.”

As part of his duties on the Junior Achievement board, Todd serves on the JA Stock Market Challengescreen-shot-2016-09-13-at-11-07-51-am committee, which organizes an interschool mock stock trading competition. He also helps with fundraising, board member and sponsor recruitment, and promoting Junior Achievement in the Phoenix community.

The JA Stock Market Challenge is especially enjoyable, says Todd, because not only do the student school teams get to execute mock trades for a $500,000 investment portfolio during the day, the adult volunteers, sponsors and local business leaders get to simulate the same challenge later that evening.

Biltmore Bank staffers Jeremy King, Nathaniel Spatz, Paul Brodt, Bryan Ellisore and Desirae Outcalt also volunteer with Junior Achievement of Arizona events, and Jeremy  also serves on Junior Achievement’s JA You’re Hiredscreen-shot-2016-09-13-at-11-07-51-am committee.

“Our entire organization, from the top down, has been extremely supportive of Junior Achievement of Arizona and of those of us taking time to help with and promote financial literacy programs for area youth,” says Todd.

Todd credits Darlene Esquerra, senior vice president and Community Development Officer, at our parent bank, Grandpoint Bank, for helping to support his work with Junior Achievement. Darlene coordinates many of the community outreach activities of Grandpoint Bank and its divisions.

“She’s been invaluable in helping to guide me, and she encouraged me to join the Junior Achievement board,” says Todd. “I couldn’t be happier with how responsive our organization is, especially our Biltmore Bank president, Rich Endicott, when one of our bank’s employees wants to contribute our support to the community. We’re all very driven to help people.”

Junior Achievement of Arizona has been educating K-12 students about financial literacy, work readiness and entrepreneurship since 1957. Last year, Junior Achievement of Arizona served over 90,000 students in its programs. For upcoming events and more information about Junior Achievement of Arizona, visit www.jaaz.org.screen-shot-2016-09-13-at-11-07-51-am

“Human capital is very important to Junior Achievement,” says Todd. “They train you from the ground up, and the value you add to the students’ education is immeasurable. I would encourage anyone who is interested in volunteering, either directly or through your company, to contact Junior Achievement of Arizona.”

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This icon appears next to every link that directs to a third party website not affiliated with Biltmore Bank. Please be advised that if you click this link you will be taken to a website hosted by another party, where you will no longer be subject to, or under the protection of, the privacy and security policies of Biltmore Bank. We recommend that you review and evaluate the privacy and security policies of the site that you are entering. Biltmore Bank assumes no liability for the content, information, security, policies or transactions provided by these other sites.

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Who’s Who? We’re Who!

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We’d like to express our heart-felt thanks to Republic Media for selecting The Biltmore Bank of Arizona to be included in its Who’s Who in Business honorees. On May 25, the magazine honored our top executive, Rich Endicott, and our highest ranking women, Desirae Outcalt and Leticia Scearce, at The Arizona Republic and azcentral.com offices in Phoenix with a special breakfast mixer event.

Who’s Who in Business recognizes the state’s highest-ranked 10 companies in 50 different fields. The magazine also lists the top-ranked companies’ leading Arizona executive and highest-ranking women. 2016 marks the 25th anniversary of the annual Who’s Who in Business.

We would also like to extend our appreciation to our clients, without whom we would never be recognized with programs like Who’s Who in Business, Ranking Arizona or BauerFinancial’s Five-Star Superior Rating. From the very beginning, we had a basic operating philosophy: treat people with respect; communicate and respond quickly to their needs; and be a part of the community we serve. We are glad that our philosophy is appreciated by our clients and our community.

Our clients come to us with complex issues – because we have a proven track record of solving them. We provide value beyond banking, and we stand shoulder-to-shoulder with our clients to help them grow their businesses.

If we’ve been able to help you, thank you for trusting in us. If you’re grappling with an issue that’s holding your business back, please consider meeting with us. Our relationship managers have counseled clients through a wide range of challenges and complex issues. Also, these experienced bankers really enjoy helping! Learn more about our philosophy and services here, and please don’t hesitate to contact us.

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Biltmore Bank of Arizona Presents:

2016 Real Estate Preview with Michael Orr on October 27

(Plus 10 cyber security tips from Rich Endicott)

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Please join us as Michael Orr,↗ Director of the Real Estate Center at the W.P. Carey School of Business at Arizona State University, talks about the real estate market of the past year and what to expect in 2016.

Michael is considered one of the leading experts on the status of the Arizona residential real estate market. He partnered with Arizona Regional Multiple Listing Service ARMLS and the Information Market LLC in 2008 to create the Cromford Report,↗ which provides daily real estate market insight for realtors and investors covering the Greater Phoenix residential market.

Additionally, The Biltmore Bank of Arizona President Rich Endicott will share practical tips for all business owners on how to improve their network security and protect their businesses from cyber fraud.

This is a must-see presentation for all who own residential and commercial property or a business in our state! Tickets are limited and going fast.

When: Tuesday, October 27, 4:30-7 p.m. (MST)

Where: Arizona Country Club, 5668 E. Orange Blossom Lane, Phoenix, AZ 85018

Cost: Free

Register here.↗

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↗ Linking to Non-Biltmore Bank Websites

This icon appears next to every link that directs to a third party website not affiliated with Biltmore Bank. Please be advised that if you click this link you will be taken to a website hosted by another party, where you will no longer be subject to, or under the protection of, the privacy and security policies of Biltmore Bank. We recommend that you review and evaluate the privacy and security policies of the site that you are entering. Biltmore Bank assumes no liability for the content, information, security, policies or transactions provided by these other sites.

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