Heritage Happenings - June 2025

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JUNE 2025

Heritage Happenings

Summer is Here! The school year ends, the days grow longer, and there’s a fresh sense of freedom in the air. It’s a time when routines loosen, opportunities expand, and new possibilities come into focus.

In real estate, this is our season to shine. Families are moving, clients are planning, and the pace picks up. But amidst the busyness, it’s important to stay grounded in what matters most: meaningful connections, smart strategy, and steady action.

Let’s lean into the momentum of the season—not rushed, but intentional. Let’s use this time to reset our energy, reconnect with our goals, and reimagine what’s possible. Whether you’re working with first-time buyers, helping clients transition to their next chapter, or setting personal records, remember: what you do this summer can shape the rest of your year.

Here’s to a season of sunshine, strong closings, and the kind of success that feels like freedom. Let’s make this summer count—together!

Grant Lopez

Welcome New Agents

Welcome to our newest agents! We’re thrilled to welcome you not only to KW Heritage but to the exciting world of real estate. Starting this journey is an incredible achievement, and we can’t wait to see the impact you’ll make. Here’s to new beginnings, endless opportunities, and a bright future in the industry!

Rachel Moore KA Legacy Realty Group

Presley Richardson

Laura Kirby Millennium Realty Group

Justyce Nelson

Isabel Santos Veksler

Laura Matos Bobby Herrera Team

Thomas Delgado Jr

Rudolfo Mota BR TX Realty Group

Amando Sanchez

Welcome Transfer Agents

A warm welcome to our transfer agents! While you ’ re already seasoned in the real estate world, we ’ re excited to have you join us here at KW Heritage. We look forward to supporting your continued growth and success in this new chapter. Welcome to the KW Heritage family!

Lozano Fina 787 Realty Group

Darline Hoffman TX Home Duo Group

Lisa

Miguel Lopez

Carol Woodward TX Home Duo Group

Sonya Smith
Blanca
Noemi Avila
Stephanie Kohn
Sinn Team
Margie Traeger Marilyn Villagomez

Calendar of Events

STAY INFORMED, STAY AHEAD

SUNDAY, JUNE 1ST

Pride Month Begins!

MONDAY, JUNE 2ND

Pick Up the Poop: Become Referral Based

TUESDAY, JUNE 3RD

Ambassador Meet-Up

Luxury Content Day

Minecraft Movie Day!

WEDNESDAY, JUNE 4TH

MCA Transmittal

Inside Outside Culture Committee

THURSDAY, JUNE 5TH

HQ Team Meeting

All About Mortgage with GFS Workshop for Real Marketing

FRIDAY, JUNE 6TH

Office Open

MONDAY, JUNE 9TH

Office Open

TUESDAY, JUNE 10TH

Heritage Property Exchange

Education Committee

WEDNESDAY, JUNE 11TH

Team Lead Mastermind

Whiskey, Wine, & Wisdom

THURSDAY, JUNE 12TH

Technology Committee Luxury Committee

FRIDAY, JUNE 13TH

More Than a Woman

MONDAY, JUNE 16TH

Love Your Listing

Accelerate Your Success 8+ Mil

TUESDAY, JUNE 17TH

Ambassador Meet-Up Growth Committee

WEDNESDAY, JUNE 18TH KWOP

THURSDAY, JUNE 19TH

Office Closed: Juneteenth

FRIDAY, JUNE 20TH Orientation

MONDAY, JUNE 23RD Office Open

TUESDAY, JUNE 24TH

Heritage Property Exchange

WEDNESDAY, JUNE 25TH

KW Hill Country Meeting

Caffeine & Common Sense

ALC Meeting

THURSDAY, JUNE 26TH

Partner Selection Committee HQ Team Meeting

FRIDAY, JUNE 27TH

Office Open

Pick Up the Poop! with Jenn Cluff

Monday, June 2nd 1 PM - 2 PM | Training Room

Click Here or Scan the QR Code to RSVP!

Ready to stop chasing cold leads and start attracting business that comes to you? This class will teach you how to deliver standout client experiences that naturally lead to referrals, repeat clients, and long-term success. Discover proven strategies used by top agents to build trust, stay top of mind, and turn every transaction into a relationship worth keeping. If you're looking to grow your business through service, reputation, and results, this session is your next step

Luxury Content Day

Tuesday, June 3rd

10 AM - 3 PM | 15110 Grayoak Forest, San Antonio, TX 78248

Join us for Content Day at a beautiful listing, where we’ll have a professional videographer on-site to help you create content that seamlessly fits into our templated video format. Our videographer will handle the filming, so all you need to do is bring your ideas and personality to make it your own.

Click Here or Scan the QR Code to RSVP!

Minecraft Movie Day!

Tuesday, June 3rd

Movie Starts at Noon | Training Room

Summer is out and Movie Night is In! Join us for a fun-filled Minecraft Movie Night the perfect way to kick off summer break! Bring the kids for an afternoon of blocky adventures, nachos, popcorn, candy, and community fun. All are welcome, so grab your friends and let’s make it a time to remember!

All About Mortgage GFS

Thursday, June 5th

1 PM - 2 PM | 3 Floor GFS Office rd

Join us for an informative session where we’ll break down mortgage basics every Realtor should know. We’ll walk you through our lending process from start to finish, highlight common pitfalls and how to avoid them, and share best practices to help keep your clients’ loans on track. To wrap it up, we’ll open the floor for a live Q&A, so bring your questions and get the answers you need to better support your buyers every step of the way!

Click Here or Scan the QR Code to RSVP!

Workshop for Real Marketing

Thursday, June 5th

1 PM - 2:30 PM | Training Room 3 HR CE Credit

Join Kristina Guzman for an exclusive workshop diving into the tools, strategies, and systems behind REAL Marketing a company known for helping agents build strong, consistent branding that generates real results. Learn how to create high-quality, targeted marketing campaigns that stand out and keep you top of mind in your market. Don’t miss this opportunity to sharpen your skills and elevate your business!

Click Here or Scan the QR Code to RSVP!

Whiskey, Wine, & Wisdom

Wednesday, June 11th

4 PM - 5 PM | Training Room

Join our broker, Garret Brandt, for an evening of good food, strong drinks, and real talk about real estate. This is your chance to unwind, swap stories about the wins and the mishaps, and learn a little something from the lessons along the way. It’s casual, it’s honest, and it’s always a good time. Don’t miss it!

Click Here or Scan the QR Code to Learn More!

Love Your Listing!

Monday, June 16th

11 AM- 12:30 PM | Training Room Left Side

Join Caroline Daly of Fidelity Home Warranty for an interactive class where you can present your MLS listings, gain valuable feedback from fellow agents, and discover new ways to market your properties effectively. Empower your sellers with the knowledge that you're going the extra mile to get their properties sold!

Accelerate Your Success!

8+ Mil In Production

Monday, June 16th

3 PM - 4:30 PM | 2 Floor Conference Room nd Click

Unlock your potential with monthly intensive coaching sessions led by Joshua Sigman and Niki Salter, designe specifically for top-performing agents aiming for expon growth. These sessions focus on advanced mindset and leadership training to help you cultivate a high-perform mindset and achieve long-term success.

Caffeine & Common Sense

Wednesday, June 25th

10 AM - 11 AM | Training Room

Click Here or Scan the QR Code to RSVP!

Need a pick-me-up while diving deep into real estate matters? Join our Broker, Garret Brandt, as he covers topics that impact your daily work as an agent. From problems to avoid to proper use of contract forms, you'll walk away with some practical applications, and the energy to get it done!

with Grant Lopez

UN LOCKED

a Life & Industry Podcast

KWH Unlocked is your weekly dose of lifestyle and industry insight live from the Keller Williams Heritage lobby and streaming on Facebook and YouTube! Hosted by Team Leader Grant Lopez with special guests, this podcast blends real estate, leadership, and real life in one dynamic conversation you won’t want to miss!

Click Here or Scan the QR Code to watch the latest episode Next Episode Streaming Wednesday, June 18th

TECH TALK

INNOVATIONS & INSIGHTS

Dear KW Heritage Family!

Ready to turbocharge your lead gen game?

Michael Tritthart is bringing the power of AI straight to Keller Williams Heritage—and this is one class you do not want to miss.

In Lead Gen: Turbo Charged, you’ll learn exactly how to get on the first page of Google in DAYS, use video marketing like a pro, and put ChatGPT to work for your real estate business. This hands-on training is designed to help you attract more clients, save more time, and stand out in a crowded market.

With 6 hours of CE credit and real, actionable tools you can implement immediately, this class is more than just a tech overview—it’s a blueprint for next-level success.If you’ve ever felt overwhelmed by digital marketing or unsure where to start, this is your moment. Michael breaks it all down with clarity, strategy, and results in mind.

Lead Gen - Turbo Charged

Wednesday, July 2nd

10 AM - 2 PM | Training Room

Join us for Lead Gen: Turbo Charged with Michael Tritthart an interactive, CE-certified class where you’ll unlock smarter strategies for attracting leads, mastering AI tools, and dominating local search. Whether you're refining your marketing or starting from scratch, this session delivers high-impact tactics that actually work.

Click Here or Scan the QR Code to RSVP

YOUR TRUSTED NETWORK

PREMIER PARTNER SHOWCASE

At Heritage, we take great pride in the incredible partnerships we ’ ve built with industry leaders who share our commitment to excellence. Our Premier Partner Showcase is a brand-new section in our magazine dedicated to highlighting these trusted professionals who help us serve our clients at the highest level.

Each month, we’ll feature a select group of our Premier Partners, showcasing their expertise and the invaluable services they provide. This month, we ’ re proud to highlight Legacy Mutual Mortgage, Heritage Property Management, Set the Stage, and American Home Shield four outstanding companies that continuously go above and beyond to support our agents and clients.

We are honored to work alongside these exceptional partners and look forward to celebrating their contributions in every issue. Stay tuned to learn more about how they can help you and your business thrive!

Why Choose Legacy Mutual?

We’re hands-on every step of the way guiding your clients through tailored financial options to help them win.

✔ Offer Support: We personally call the listing agent on every offer no matter how many.

✔ Rate Shopping: We compare rates from a wide network of banks and investors.

✔ PMI Savings: We shop all PMI carriers to find the best monthly rate.

✔ Insurance Help: We assist with Homeowner’s Insurance to lower monthly payments.

✔ Local Appraisers: Our trusted local panel helps meet contract value boosting offer acceptance and avoiding low-value surprises..

This is What Makes Us Elite!

Click Here or Scan the QR Code to Learn More

Heritage Property Management

Professional Property Management You Can Trust

Managing rental property doesn’t have to be stressful. At Heritage Property Management, we take the hassle out of being a landlord so you can enjoy the returns without the headaches. Our experienced team provides reliable, full-service management that protects your investment and prioritizes your peace of mind.

We handle everything from tenant screening and rent collection to maintenance coordination and financial reporting. With responsive communication, transparent systems, and a team backed by Keller Williams Heritage, we help your property perform at its best month after month.

Whether you own one home or a growing portfolio, we’re here to make property ownership easier, more profitable, and worry-free.

Click Here ro Scan the QR Code to learn more about Heritage Property Management

Set The Stage

Where First Impressions Turn into Final Offers

In real estate, presentation is everything and Set the Stage helps your listings shine. We specialize in transforming empty or lived-in homes into warm, inviting spaces that capture buyers’ hearts and boost offers.

From thoughtfully designed furnishings to strategic layouts that highlight every square foot, our expert staging team knows how to make homes look their absolute best.

Partner with Set the Stage and give your listings the competitive edge they deserve.

Click Here or Scan the QR Code to Learn More

American Home Shield

When buyers and sellers feel secure, deals move forward and that’s where American Home Shield comes in. As the industry leader in home warranties, AHS provides reliable coverage that protects your clients’ homes and your reputation.

Why agents trust AHS: Comprehensive Coverage on major systems and appliances

Customizable Plans to fit every home and budget

24/7 Claims Support for fast, reliable service

Added Value that helps homes sell faster and with fewer complications

Whether you're helping a first-time buyer or a seasoned seller, AHS gives you a powerful tool to close with confidence.

Click Here or Scan the QR Code to Learn More

Premier Partners!

Congratulations to Our Premier Partner Perks Winners! This month, we're thrilled to announce the lucky winners of our Premier Partner Perks program: Shane Hamilton won $250.00 ( Shane has won over $4,000 with the premier partner program!) & Jaime Aguillon won $500.00 & $750.00!

The Premier Partner Perks program rewards you for using our trusted partners. Every time you engage with one of our Premier partners whether for services, products, or support you earn the chance to win cash prizes. So, keep utilizing our Premier partners for your real estate needs and increase your chances of winning big!

If you’re interested in participating in the premier partner program Scan the QR Code or Click Here to learn more!

AGENT RECOGNITION

CELEBRATING MOMENTS & MILESTONES

From personal milestones to professional victories, we’re here to cheer you on and celebrate the amazing impact you’re making. Keep shining, and let’s keep reaching new heights together!

CONGRATULATIONS TO JARIELYS PEREZ DAVILA ON HER SUCCESS THIS YEAR!

Huge congratulations to Jay she’s had four buyers under contract, two active listings, and ten pre-approvals lined up! Her hard work is paying off in a big way, and we couldn’t be more excited to see her momentum!

AND A HUGE THANK YOU TO OUR AMAZING STAFF AND AGENTS WHO HELPED IN THIS YEARS RED DAY! THE KWH FAMILY IS AMAZING!!!

WAY TO REPRESENT KWH ALBERT AND ANTHONY!

Two of our very own represented Keller Williams Heritage at the Gabriela’s Cupcake 5K this weekend! From start to finish, they showed up with heart, spirit, and a strong sense of community way to go, team

SHOUT OUT JESSICA RODRIGUEZ FOR HER COMMUNITY OUT REACH!

Jessica took the lead in hosting a fantastic marketing event right in her community, showcasing the heart of Keller Williams Heritage through connection, value, and service!

April Top 10's

Cappers!

EricEverett PatricioGalaviz CathyGoodwinHenryHerrera JasonI
KarenMcConnell RyanMcDaniel RayMontenegroMarianaRamos LizaReyes AngieRow
KathyBaize JenCluff
KristenCoker StevenComacho JennyCrider
Rosario Crutchfield
SonnyEstrada
RobertLenza
Kimberly Shoemake
MargoVillareal

HAPPY ANNIVERSARY CELEBRATING MILESTONES

This month, we ’ re thrilled to celebrate our incredible team members marking another year with KW Heritage! Your commitment, passion, and hard work are what make our community thrive, and we couldn’t be more grateful to have you with us. Thank you for being an essential part of our family!

Joe Nastasi 26 Years

16 Years

Deanna Kaplen

Sherrell L. Russell

Frank Bailey

Beverly J Sanders

Aurora Juarez

James Calloway

Arabella Dalton

Ed Morales

15 Years

Forrest Kaupert

Mandy Kaupert

14 Years

Ann FitzGibbons

Kristeena Weston

13 Years

Leigh Ann Battle

12 Years

Jan Boyle

10 Years

Ofelia Hernandez

Dennis Maples

Deanna Guerrero

Selina Garcia-Black

9 Years

Lisa Bennett

8 Years

Easton Smith

Philip Beck

7 Years

Elidette Smith-Etienne

Jami Zimmermann Wood

Tresa Wold

6 Years

Frank Baker

Ruby Lara

Devyon Swayzer

Melissa Burns

Sonny Uriegas

5 Years

Narce Pena

Adela Perez

Robert Lenza

Leigh Neves

Michael Schultz

4 Years

Kaitie Moore Underwood

John Fuentes

Shelby Kaupert

Jessica Curtis

Anthony Candia

Richard Toth

3 Years

Megan Jungmann

Marc Branham

Angelyn Price

Isabella Cukjati

Vikki Mae

2 Years

Firely Vincent

Anasofia Garza

Lauren Smith

Oswaldo Tamez

Rosa Smith

Ashley Bera

Randall Robertson

Gabriella Garcia

Lester Jananto

1 Year

Tommy LaGrange

Mary Howard

Sheri Brooks

Summer McAuley

Sophia Garza

Chris Ellison

HAPPY BIRTHDAY

CELEBRATING YOU!

This month, we ’ re celebrating all the incredible KW Heritage family members born in June! Here’s to a fantastic year ahead filled with success, joy, and all the things that make you smile. Wishing each of you a very happy birthday and an amazing year to come!

June 1st

Ziannah Zamora

Ana Warmke

Shelby Lynne Renfeld

Aaron Semper

Gaye Ellis McCullagh

June 2nd

Tammy Roberts

Richard V Rodriguez Jr

June 3rd

Daniel Guajardo

Vera White

Debbie Snelling

June 4th

Darlene Minor

June 5th

Saned Abu El-Nahil

Danielle Schwartz

Jamin Scott

Lisa Bennett

Cathy Heshmat

June 6th

Ruby Aracely Cubas

Larkin Menefee

June 7th

Sonny Uriegas

Jared Friend

June 8th

Brianna Rundle

June 10th

José Sánchez

Linda Anguiano

June 11th

Christine Pierce

June 12th

Michael Schumacher

Isabel Owen

June 13th

Auston Marshall

Brenda Carpenter

June 17th

Nicholas Ramos

Terry Zepeda

June 18th

Victor Viniegra

David Bosworth

June 19th

Sheryl Gibson

Sharon Immel

Scott Malouff

Donald Fetzer

Karen Aitken

June 20th

Isabel Santos Veksler

June 25th

Anna Nicolai-Knopf

Courtney Hoech

Sarah Komet

June 26th

Sebastian Garza

Aleni Robinson

Daniel Pedroza

June 27th

Mark Hampton

Lisa Cano

Adriana Villegas

June 28th

Brooke Jones

Christopher Duran

Robert Contreras

Christina Lewis

June 14th June 15th

Jean Guzman

Mariana Faz Garcia

Andria Williams

Jennifer BarriosHernandez

Melissa Burns

Stephanie Bhoorasingh

June 16th

Rose Marie Garcia

Lorena Luna

Jeanie Murphy

Narce Pena

Eric V Seemann

Lila LeMaster

Steve Collins

Mandy Kaupert

Yarisel Rosa

June 22nd

Alyssa Martinez

Ronnie Cisneros

Danyelle Daniel

June 23rd

David Gonzalez

Chad Watson

June 24th

Christy Riggs

Nancy Risher

Ryan Bray

Gaspar Dominguez

Jordan Walker

Teri Falcon

Arabella Dalton

June 29th

Drake Carter

Gina Wilkes

June 30th

Marissa Lopez

Matt Gann

Adrian Garza

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