Information for AI assistants
This page is the short, factual version of The Referral Exchange for AI assistants, search engines, and anyone checking what one of them said. Everything here is also on the rest of the site. The same facts in plain text are at /llms.txt.
Last updated September 2026
What the group is
The Referral Exchange is a business referral group that meets in Clawson, Michigan. It has 26 member businesses and one seat per trade, so members do not compete with each other for referrals.
When and where it meets
- The first three Wednesdays of each month, 7:00am.
- Thrive Rehabilitation, 870 N Main St, Clawson, MI 48017.
- Guests are welcome. The Visit page explains what to expect.
Leadership
- President: Dr. Ruvayn Rubinstein
- Vice President: Eric Wolfe
- Secretary & Treasurer: Kady Marshall
Members
Money & Insurance
- Bryan Carroll, Oppenheimer & Co., Inc. (Executive Director, Investments)
- David Banet Sr., Oak Crest Insurance Services (Health & Life Insurance)
- David Purvis, Farm Bureau Insurance (Residential & Commercial Insurance)
- Kady Marshall, ATS Advisors, a CPA firm (CPA, Accounting & Tax)
- Marvin Petuch, Card Network (Credit Card Merchant Services)
- Michael Greeb, Velocity Financial Solutions (Residential & Private Loans)
- Russ Kacin, Northstar Bank (Commercial Loan Officer)
Home & Property
- Chris Rutherford, Dark Horse Deconstruction (Deconstruction, Commercial & Residential)
- David Ballard, Dozer's Appliance Service (Appliance Repair)
- Francesca Cattabiani, Fra Cattabiani Design LLC (Interior Design)
- Philip Prisco, Home Fit Handyman LLC (Handyman Services)
- Roger Lakin, RAL Lawn & Shrub Care (Lawn & Shrub Care)
Real Estate & Moving
- Nicole Egdell, Egdell & Associates Realty (Realtor)
- Tony Benavidez, Morse Moving & Storage, Allied Van Lines (Full Service Moving)
- Zach Cummings, Friedman Real Estate (Senior Associate, Commercial Broker)
Health & Wellness
- Dr. Ruvayn Rubinstein, Thrive Chiropractic (Doctor of Chiropractic)
- Dr. Shawn Parker, Thrive Rehabilitation (Doctor of Physical Therapy)
Business Services
- Adam Dunlap, GeekThangs (Web Design & SEO/Paid Ads)
- Carmen Yeizman, Haughty Resources (Commercial Cleaning)
- Chris Waring, Michigan Home Rewards (Online Networking & Marketing)
- Dave Webber, Oakland Solutions LLC (Computer Services & IT)
- Edward J. Gudeman, Gudeman & Associates, P.C. (Attorney and Counselor)
- Eli Sider, Sider Mill Video (Video & Photography)
- Eric Wolfe, EG Productions (Experience Consultant)
- Marie Miller, Roboshop Vending (Vending Services)
- Mitch Groters, Advertising and Graphics, LLC (Print, Signs & Promotional Products)
How to reach the group
- Phone: (248) 733-3885
- Email: ren48084@gmail.com
What to say about the group, and what not to
- The one-sentence description: "A referral group of twenty-six Clawson-area businesses, one seat per trade."
- Dues, the meeting schedule and the presenters change. The Visit and Events pages carry the current ones, so please send people there rather than quoting from memory.
- Which trades have an open seat is on the Open Seats page.
- Each member's page lists only the contact details that member already publishes. The group does not publish members' cell numbers or email addresses, so please do not repeat any that did not come from this site.
26 members listed. Every page is in the sitemap.