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VOB Roundtable Recap — July 21, 2026
Category: Newsletter
Wednesday Jul 22, 2026

We had a full house this week, with a great mix of familiar faces and first-timers, and conversation ranged from social media algorithms to NASCAR pit crews to a homeless veteran's mail delivery — which pretty much sums up what makes this group great.

 

Bill Clement (energy broker, Wise Energy Solutions; bill@wisenergysolutions.com), who walked us through how he helps commercial businesses cut their gas and electric bills — "we discover, then we recover, and put money back in their pocket." Andres Inciarte (Founder, Design Desk — designdesk.tech), joining us from the Atlanta area, introduced himself next. He runs an agency helping nonprofits build monthly giving programs through email funnels, websites, and ad campaigns, and he brought some good energy about the heat — turns out being from Venezuela gives you a different perspective on what counts as "hot."

 

David Eastman (finance mentor, Startup 425 / Seattle University), a first-timer, shared his path from CPA to nearly two decades at Microsoft in corporate and consumer product finance, and now spends his retirement mentoring entrepreneurs through Seattle's Startup 425 program and Seattle University's business mentorship track — he's not a veteran himself, but has family and friends who are and wanted to see where he could help.

 

Keith McNally (Dr. Keith McNally, Marine Corps veteran, founder of Trail to Transformation Foundation; drkeithmcnally@gmail.com, it3mission.org) also joined us for the first time. He's a five-time suicide-attempt survivor who's channeled that experience into a nonprofit focused on veteran suicide prevention.

 

Dr. Gina Di Nola (Veterans OneSource, Military Spouse University; military spouse, El Paso TX) welcomed everyone back and gave an update on Veterans OneSource — her free event calendar is worth checking out, and VOB is already listed on it. She also spent some time helping JR Bilbes (transportation logistics, San Diego, Navy veteran) troubleshoot how his homeless veteran employees can set up general delivery mail through the post office — a simple, free fix most people don't know about. JR also shared details from Stand Down, the annual event Veterans Village of San Diego runs for homeless vets, connecting them with the VA, nonprofits, and local providers all in one place.

 

Lisa Bowers (Office Allies, admin support for entrepreneurs — Lisa@officealliesllc.com) talked about how her team takes administrative chaos off business owners' plates, and specifically prioritizes hiring military spouses whose resumes often look scattered because of frequent moves.

Shaun Penrod (fractional CMO, Boundless Connections Marketing, Navy veteran) introduced himself as someone who helps founder-led companies build marketing strategy — especially companies gearing up to exit. JR Bilbes then gave more detail on his transportation logistics business, where he intentionally employs homeless veterans and non-veterans alike.

 

Dorothy Smith (DMS Bookkeeping, Memphis TN, Air Force veteran, Enrolled Agent) is helping with a couple of my own client engagements right now and is also doing books for Deb's Honor Box project. Alicia Nordman (social media management and short-form video editing, St. Augustine FL) shared some sharp, current advice on the platforms — working with the algorithm instead of against it, why Meta suppresses new business accounts, and why YouTube Shorts, TikTok, and Nextdoor tend to outperform for free reach right now.

 

Bill Haase (Money Mindset Media) gave an update on the USS Missouri event planning — still waiting to hear back from the venue — and shared a great line worth repeating: shoot for impact, and the income follows. Brian Cate (commercial finance, veteran-owned government contract financing) talked about his work financing veteran-owned businesses on government contracts, and also shared that he's been helping a new startup incubator, Launchpad Tech Ventures, restructure their deal rooms for investors — he's looking for mentors if anyone's interested.

 

We spent some time comparing notes on bookkeeping software — QuickBooks/Intuit continues to take a beating in both stock price and user sentiment, with several people in the group already moved or moving to alternatives like Digits.

 

Mark Spenelli (Army Veteran, commercial truck driver; also developing "Nature's Edge," a veteran-centered RV park and tiny-home concept) checked in, and we talked through logistics for potentially connecting with Ram in Iowa this coming weekend.

 

Deb Plennert (Precision With Honor Bookkeeping) closed us out with a big update on QRF Up — their suicide-prevention and crisis-intervention work with 988, a rebrand launching September 11th, a NASCAR ARCA series event in Salem, Virginia that same day, and their Warriors to Racers program, which walks veteran clients through a stress-management pipeline that can lead to ASE certification and even a shot at a NASCAR pit crew slot. She's also heading to Cedar Falls, Iowa this weekend for QRF Up's third annual Heroes Appreciation Weekend, and the group is continuing to build out cross-pollination between QRF Up and VOB on the training and wraparound-support side.

 

Everyone is encouraged to complete their free VOB member profile. I can see that several people have registered but have not yet finished setting up their profiles. If anyone runs into difficulty completing their profile, adding a business listing, posting Community News, or navigating the site, please reach out — I'm happy to help.

 

Thanks again to everyone who joined, shared, asked, offered, and connected. This is exactly what we want the VOB Roundtable to be: veterans and supporters helping each other find the people, tools, services, and opportunities that move missions forward.

 

Mahalo, 

Kevin 🍍🇺🇸

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Honored to be part of the Veterans of Business community.
Category: General
Monday Jul 20, 2026

Honored to be part of the Veterans of Business community. 🇺🇸

I actually recorded a video introducing myself and sharing a little more about my story, but unfortunately it's too large to upload to the VOB newsfeed.

I'll be sharing it on LinkedIn if you'd like to watch the full version.

 

Here's the short version:

For those I haven't met yet, my name is Gilberto De León. I'm a retired Army officer and an independent health and life insurance broker. I help individuals, families, self-employed professionals, nonprofits, and small businesses build insurance strategies that fit their needs—not just sell a policy.

If you're a veteran-owned business, a veteran supporter, or know someone looking for an independent broker, I'd truly appreciate the introduction. Referrals are one of the best ways you can support a fellow veteran-owned business.

 

Every client I have the privilege of serving moves me one step closer to building my future holistic regenerative ranch for veterans—a place where veterans can reconnect with the land, learn regenerative agriculture, build community, and discover new opportunities after military service.

Helping people protect what they've worked hard to build is my mission today. And with your support, I'm working toward building something that I hope will serve veterans for generations to come.

Thank you for welcoming me into this incredible community. I look forward to learning from all of you every Tuesday at 3:00 p.m. Eastern.

 

If we're not connected yet, I'd love to get to know you.

 

#VeteransOfBusiness #VeteranOwned #VeteranEntrepreneur #Networking #HealthInsurance #LifeInsurance #SmallBusiness #MissionDriven #Leadership

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