Review Listing

  • October 2019
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Client Review Listing

Client

Last Review

Frequency of Review Phone

Next review month

Card

Called

Appt Set

Type Appt

Achenbach

Dec-08

Quarterly

239-261-4180

Mar-08

1-Mar

2/6/2008

Altemoos

Sep-07

Annual

760-361-3712

Sep-08

1-Sep

Anderson

Oct-07

Annual

239-774-7453

Oct-08

1-Oct

Austin

Apr-07

Annual

239-649-1219

Apr-08

1-Apr

Bagley

Sep-07

Annual

239-254-7922

Sep-08

1-Sep

Ball F

Feb-07

Annual

239-434-8653

Feb-08

1-Feb

Ball, D

Nov-07

Annual

239-370-8790

Nov-08

1-Nov

Bane, D

Jan-08

Quarterly

219-477-4669

Apr-08

1-Apr

Baroevich M

Sep-07

Annual

219-226-0149

Sep-08

1-Sep

phone

Beickman

Aug-07

BiAnnual

352-753-7483

Feb-08

1-Feb

phone

Bergner

Oct-07

BiAnnual

239-263-1233

Oct-08

1-Oct

Biank

Nov-07

Quarterly

239-354-0161

Nov-08

1-Nov

Bibbee

Sep-07

Annual

239-777-8077

Sep-08

1-Sep

Bishop

Mar-07

BiAnnual

239-774-6417

May-08

1-May

Borieo, K

Aug-07

Quarterly

239-793-1121

Feb-08

1-Feb

Borieo, S

Aug-07

Quarterly

239-289-0304

Feb-08

1-Feb

phone

1/26/2008

phone

Client Review Listing Brennan

Aug-07

Client

Last Review

Feb-08

1-Feb

Next review month

Bryant

Oct-07

Annual

Card

239-774-3674

Nov-08

1-Nov

Bryner

Jan-08

Quarterly

219-662-2953

Apr-08

1-Apr

Caple

Oct-07

Annual

239-992-4309

Oct-08

1-Oct

Carlson

Nov-07

Annual

239-774-5177

Nov-08

1-Nov

Carroll

Sep-07

Quarterly

219-980-2218

Mar-08

1-Mar

phone-office

Carter

Aug-07

Annual

219-874-1157

Aug-08

1-Aug

phone

Chandler

Sep-07

BiAnnual

239-415-0184

Mar-08

1-Mar

Chody

Sep-07

Quarterly

239-394-7011

Mar-08

1-Mar

Cianfaglione

Sep-07

Annual

239-649-6843

Sep-08

1-Sep

Conn/Bishop

Oct-07

BiAnnual

239-774-6417

Mar-08

1-Mar

Cox

Aug-07

Annual

239-514-1677

Aug-08

Crifasi

Aug-07

BiAnnual

239-348-8056

Feb-08

1-Feb

Crossland

Nov-07

Quarterly

239-274-0848

Feb-08

1-Feb

Curkovic

Dec-07

BiAnnual

239-405-1440

Jun-08

1-Jun

Davidson

Dec-07

Quarterly

469-952-6358

Mar-08

1-Mar

phone

Davis

Jan-08

Quarterly

724-552-6347

Apr-08

1-Apr

phone

refused July

Quarterly

352-530-7334

Oct-07

1-Oct

phone

DeZurik

Quarterly

239-455-4549

Frequency of Review Phone

Call

Appt Set 1/23/2008

Type Appt phone

phone

Client Review Listing Dunning

Jul-07

Client

Last Review

BiAnnual

219-988-4455

Frequency of Review Phone

Feb-08

1-Feb

Next review month

Card

Dycus

Oct-07

Annual

239-514-4745

Oct-08

1-Oct

Emmot

Nov-07

BiAnnual

239-732-5667

May-08

1-May

Evans

Oct-07

Quarterly

239-992-4493

May-08

1-May

Fingard

Oct-07

Quarterly

239-394-8911

Mar-08

1-Jan

Foster

Dec-07

BiAnnual

239-825-9515

Jun-08

1-Jun

Friedman

Dec-07

BiAnnual

239-514-7897

Jun-08

1-Jun

Gabriel

Feb-07

Annual

239-495-3769

Feb-08

1-Feb

Gaigal

Nov-07

Quarterly

239-642-7882

Apr-08

1-Apr

Grossi, D

Dec-07

BiAnnual

239-495-3018

Jun-08

1-Jun

Grossi-Olson, L

Nov-07

BiAnnual

303-254-4177

Mar-08

1-Mar

Grossi R

Jul-07

Annual

239-947-4665

Jul-08

1-Jul

Hackett

Sep-07

Annual

815-744-5966

Sep-08

1-Sep

Haney

May-07

BiAnnual

239-417-0477

May-08

1-May

Healey

Sep-07

BiAnnual

239-793-3516

Feb-08

1-Feb

Hicks

Nov-07

Quarterly

239-530-1994

May-08

1-May

Hillosky

Dec-07

Quarterly

239-642-9261

Mar-08

1-Mar

phone

Call

Appt Set

Type Appt

phone

phone

Client Review Listing Hubbard

Sep-07

Huntsinger

Dec-07

BiAnnual

239-261-7800

Quarterly

239-947-1292

1-Mar

Apr-08

1-Apr

Next review month

Card

Client

Last Review

Hurley

Nov-07

BiAnnual

239-437-8447

May-08

1-May

Idzi

Jun-07

Quarterly

239-430-8101

Feb-08

1-Feb

Jeffrey

Jun-07

Annual

239-278-4342

Jun-08

1-Jun

Jeftich

Nov-07

BiAnnual

239-774-7423

May-08

1-May

Johnson

Nov-07

Quarterly

239-992-8013

Feb-08

1-Feb

Kangas, E

Aug-07

BiAnnual

207-230-0880

Feb-08

1-Feb

Karas

Jan-08

Annual

219-663-2827

Jan-09

1-Jan

Killen

Nov-07

BiAnnual

239-436-1975

May-08

1-May

Klimaszewski

Sep-07

Annual

574-586-3489

Sep-08

1-Sep

Kling

Jan-08

Quarterly

239-352-1207

Apr-08

1-Apr

Krause

Nov-07

Quarterly

239-592-1639

Feb-08

1-Feb

Kribercheck

Nov-07

BiAnnual

239-775-3118

May-08

1-May

Lamb

Oct-07

BiAnnual

239-597-9207

Apr-08

1-Apr

Quarterly

239-348-7080

Feb-08

1-Feb

Lamb Jr.

Frequency of Review Phone

Mar-08

Latinovich

Oct-07

BiAnnual

214-864-7852

Apr-08

1-Apr

Leblanc

Sep-07

Annual

239-642-8952

Sep-08

1-Sep

Call

Appt Set

Type Appt

phone 1/16/2008

phone

phone

phone

Client Review Listing Leisse

Aug-07

BiAnnual

Client

Last Review

Lingsch

Sep-07

BiAnnual

Litt

Sep-07

Lombardi

239-455-6045

1-Feb

Next review month

Card

239-793-2296

Mar-08

1-Mar

BiAnnual

239-417-0150

Mar-08

1-Mar

Sep-07

BiAnnual

239-592-6174

Mar-08

1-Mar

Marcolini

Feb-07

Annual

860-388-2572

Feb-08

1-Feb

Marshall

Oct-07

BiAnnual

239-498-3933

Apr-08

1-Apr

Matson

Aug-07

Annual

219-938-1280

Aug-08

1-Aug

McCurdy

Jun-07

Annual

239-775-2852

Jun-08

1-Jun

McGourty O

Dec-07

BiAnnual

239-793-7374

Jun-08

1-Jun

Messina

Jan-08

BiAnnual

239-513-0602

Jul-08

1-Jul

Miller

Aug-07

Annual

239-643-4330

Aug-08

1-Aug

Nelson

Aug-07

BiAnnual

585-737-1619

Feb-08

1-Feb

phone

Nywening

Dec-07

Quarterly

706-745-2629

Mar-08

1-Mar

phone

BiAnnual

517-287-4224

Mar-08

1-Mar

phone

Owens, V

Frequency of Review Phone

Feb-08

Pattison

Dec-07

Quarterly

239-947-3283

Mar-08

1-Mar

Peck

Oct-07

BiAnnual

239-348-7953

Apr-08

1-Apr

Pelikan

Oct-07

BiAnnual

239-948-7959

Apr-08

1-Apr

Phone Call

Appt Set

Type Appt

phone

phone

1/8/2008

Client Review Listing Pietrzak

Jun-07

Annual

239-304-7588

Jun-08

1-Jun

Pilon

Aug-07

BiAnnual

239-596-6900

Feb-08

1-Feb

Next review month

Card

Client

Last Review

Frequency of Review Phone

Pyle

Nov-07

Quarterly

239-398-8737

Feb-08

1-Feb

Raithel

Dec-07

Quarterly

239-353-9273

Mar-08

1-Mar

Reffke

Jan-08

Quarterly

239-354-1620

Apr-08

1-Apr

Schwartz

Jan-08

BiAnnual

239-530-2544

Jul-08

1-Jul

Sendre

Jan-08

Quarterly

239-949-5301

Apr-08

1-Apr

Senger

Nov-07

Quarterly

239-768-2238

Feb-08

1-Feb

Quarterly

239-262-4769

Sims

Call

Appt Set

Type Appt

1/7/2008

1/11/2008

Sorrentino

Dec-07

Quarterly

239-293-6996

Mar-08

1-Mar

Sotak C

Aug-07

BiAnnual

239-774-1833

Feb-08

1-Feb

Sotak J

Aug-07

BiAnnual

239-774-1833

Feb-08

1-Feb

Sowers

Sep-07

BiAnnual

239-303-1062

Mar-08

1-Mar

Stok

Jun-07

Quarterly

239-591-0861

Jan-08

1-Jan

Strauss

Dec-07

Quarterly

239-435-1533

Mar-08

1-Mar

Tarailo

Oct-07

Annual

219-663-6942

Oct-08

1-Oct

phone

Todorovich

Aug-07

Annual

727-367-8298

Aug-08

1-Aug

phone

Client Review Listing Truscott

Nov-07

BiAnnual

239-793-0981

May-08

1-May

Turekis

Sep-07

BiAnnual

239-434-8704

Mar-08

1-Mar

Ulberg

Dec-07

BiAnnual

239-775-3277

Mar-08

1-Mar

Client

Last Review

Next review month

Card

Frequency of Review Phone

Vasilarakos

Call

Appt Set

219-326-7368

phone

Velonis

Nov-07

BiAnnual

239-775-6572

Feb-08

1-Feb

Voss

Oct-07

BiAnnual

239-775-8661

Jan-08

1-Jan

Walker

Jul-07

BiAnnual

239-948-7959

Jan-08

1-Jan

Quarterly

239-261-1367

Wareham

Type Appt

Warieka

Oct-07

BiAnnual

219-322-4442

Apr-08

1-Apr

Wernes

Feb-07

Annual

239-566-2037

Feb-08

1-Feb

Williams

Oct-07

Annual

239-593-4021

Mar-08

1-Mar

Wilson

Aug-07

BiAnnual

239-278-4342

Feb-08

1-Feb

Wolf

Sep-07

Annual

239-594-8752

Sep-08

1-Sep

Yoder-Swaim

Jun-07

Annual

239-732-0522

Jun-08

1-Jun

Zaronis

Oct-07

Quarterly

219-663-0638

Jan-08

1-Jan

Zider

Mar-07

Annual

(239) 596-6571

Mar-08

1-Mar

Smith, E

Oct-07

Bi-Annual

239-598-1497

Sep-08

1-Sep

1/4/2008

10-Jan

phone

phone

Client Review Listing

Client Review Listing

Notes

North in Summer

Client Review Listing

Notes

North in Summer

Bill's Mother in Law-don't call or send reminders

Client Review Listing

Notes North in Summer

Call in 2 months to schedule (1/18/08) AKO Emailed Bill on 1/18/2008

North in Summer

here in winter

Client Review Listing

Notes

North in Summer-phone

North in summer

Client Review Listing

Notes

North in summer

North in Summer North in summer

Client Review Listing

Notes West in summer

North in Summer

North in Summer

Client Review Listing

Notes

Client Review Listing

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