Enquirer Consulting Group

Blue Chip Cookie Company Buyer Map

Donna | Blue Chip Cookie Company | October 2026

As of 15 Oct 2026

Blue Chip Cookie Company bakes made-from-scratch cookie gifts and ships them nationwide, with a corporate program for client appreciation, employee recognition, holiday lists, meetings and events.

This map covers the kinds of organizations that buy business gifts for those moments, roughly how many there are, and who usually signs off at each.

It describes the market around your corporate program, not your own business.

Where your corporate buyers sit

Counts are firms in each group, banded on purpose. A group with no clean public count says so.

Group	Organizations in the US	Under 20 staff	20 to 99	100 to 499	500 or more
Mortgage lenders and loan brokers	about 13,000	about 12,000	about 690	about 420	about 300
Title insurance, escrow and settlement offices	about 7,800	about 7,000	about 600	about 120	about 88
Real estate brokerages and agent offices	about 150,000	about 150,000	about 1,200	about 260	about 140
Financial planners, investment advisers and wealth managers	about 46,000	about 44,000	about 1,500	about 470	about 470
Insurance agencies and brokerages	about 120,000	about 120,000	about 2,700	about 550	about 380
Employers sending staff recognition and holiday gifts, across every industry	no clean public count

US firm counts by industry code, banded deliberately.

Who usually signs off at each group

Titles vary by firm size. In a small office the owner picks and pays. In a larger one a coordinator builds the list and a manager approves the spend.

Group	Who usually signs off	What they send gifts for
Mortgage lenders and loan brokers	Branch Manager, Loan Officer, Marketing Director	Closing thank-yous and gifts to the agents and partners who send referrals
Title, escrow and settlement offices	Branch Manager, Business Development Manager, Marketing Manager	Thank-yous to the agents and lenders who send them files
Real estate brokerages	Managing Broker, Broker Owner, Marketing Director	Closing gifts for buyers and sellers, and recognition for their own agents
Financial planners and advisers	Founding Partner, Wealth Advisor, Client Service Manager	Client appreciation, referral thank-yous and the year-end client list
Insurance agencies	Agency Owner, Agency Principal, Account Manager	Renewal and referral thank-yous to clients and partner offices
Employers in any industry	HR Director, People Operations Manager, Office Manager, Executive Assistant	Work anniversaries, onboarding, team wins and the holiday list

The person who builds the list is often not the person who pays

In client-facing firms the gift budget usually sits with the owner, the branch manager or marketing. The list itself is often built by an assistant or a marketing coordinator, who then needs one clear price to take upstairs for approval.

Your corporate page already speaks to that second person, with one recipient list, one quote and delivery included in the price. That makes the coordinator a natural first contact and the budget holder the one to win over.

Their corporate gifting page

When the gift decisions get made

Closing, referral and renewal gifts are bought all year, one or a few at a time, and tend to become standing orders once a firm finds a gift that works.

Holiday lists are usually settled in early fall, well before December, by the same coordinators and managers named above. Event and trade-show gifts follow the event calendar of the marketing team.

Ten people to start with

The people who usually sign at the groups above, one a company. Work emails and phone numbers checked on Oct 15, 2026.

Name	Role	Company	Where	Email	Phone
Ronise Sieron	Branch Manager	LendingHouse	Jupiter, FL	ronise@lendinghouse.net	+1 772 209 8569
Carl White	Branch Manager	Success Mortgage Partners, Inc.	Palm Harbor, FL		+1 727 459 9479
Paul M. Tamashiro	Branch Manager/Account Executive	HomeXpress Mortgage Corp	Honolulu, HI	ptamashiro@homexmortgage.com	+1 808 291 2845
Remmill Remy Valenzuela	Branch Manager/Home Loans Consultant	NMB	New York	rvalenzuela@nmbnow.com	+1 201 233 2502
Thomas Nguyen	Branch Manager	LendSmart Mortgage Powered by American Pacific Mortgage Corporation NMLS #1850	Naples, FL		+1 612 222 1333
Steven Wade	Regional Branch Manager	USA Mortgage	Missouri	swade@usa-mortgage.com	+1 314 602 3562
Michael Francis	Branch Manager	Publix Employees Federal Credit Union	Jacksonville, FL	michael.francis@pefcu.com	+1 843 437 4360
Jason Brady	Branch Manager	Erie Federal Credit Union	Meadville, PA	jbrady@eriefcu.org	+1 412 952 4179
Kelly Nemecek	SVP	McClain Bank	Norman, OK	knemecek@mcclainbank.com	+1 405 919 3496
Micaiah Anderson	Producing Branch Manager	Change Home Mortgage	Palm Desert, CA	manderson@changemtg.com	+1 805 551 7557

Where to start

Closing and referral gifts for mortgage, title and real estate offices

Your corporate page lists closings, referrals and renewals as gift moments, and your about page quotes a mortgage company saying the cookies help its lead generation. Branch and marketing leads in these offices send small gifts all year, so one office that takes up a standing order can become a steady account.

Holiday lists for client-facing firms and employers

Your concierge service takes one recipient list, plans delivery timing around the holidays and returns one quote. Reaching office managers, HR leads and advisers in early fall, while the holiday list is still open, puts that offer in front of them at the moment they decide.

Branded gifts for meetings, events and trade-show follow-ups

Your site offers logo stickers, company cards, branded inserts and belly bands, with larger boxes for one office or team. Marketing and event managers who send welcome gifts and follow-ups after a show are a natural fit for that branded work.

Built from public federal registries and the company's own website, counts banded deliberately.

If a walk-through is useful, pick a time at cal.com/ecg.

Prepared by Matthew, matthew@enquirerconsulting.com.