Garrett Ervin, Author at Business RadioX ® Page

Barbara Kvam with LegalShield and Julie King with Fairway Mortgage

June 2, 2016 by Garrett Ervin

Gwinnett Business Radio

Barbara Kvam with LegalShield and Julie King with Fairway Mortgage

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Mike Sammond, Barbara Kvam, Juile King, Steven Julian

Barbara Kvam/LegalShield

LegalShield is a 44-year old company providing individuals, families, and small business-owners with affordable access to top-rated attorneys in the U.S. and four provinces of Canada. ID Shield plans are also offered by partnering with Kroll, a 44-year old worldwide theft investigative services company. Kroll will do whatever it takes, for however long it takes, to restore a member’s stolen identity, backed by a $5 million service guarantee.

Julie King/Fairway Mortgage

Fairway Independent Mortgage Corporation and it’s staff have one clear goal – to act as a trusted advisor, providing highly personalized service and speed during every step of the loan process. It’s all designed to exceed your expectations, guarantee satisfaction and earn trust. Fairway opened it’s doors in 1996. Last year, they doubled their business from $5.63 billion dollars in loans closed to over $11 billion in 2015.

THE MAN BEHIND THE MIC: Joe Moss with Embassy National Bank

June 1, 2016 by Garrett Ervin

On the Money

THE MAN BEHIND THE MIC: Joe Moss with Embassy National Bank

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On this episode of “On the Money“, host Mike Sammond gets to know the man behind the microphone, Joe Moss and Embassy National Bank.

Joe Moss/Embassy National Bank

Embassy National Bank was chartered as a community bank designed to fill the financial needs of the south-Asian community here in metro Atlanta. After a slow start, Embassy now lends throughout the southeast and has expanded its deposit territory along the east coast. Embassy also originated the Podcast ‘On the Money‘ produced on the Business RadioX channel. Through this podcast, Embassy attempts to educate the small business community on relevant topics.

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To watch the video of this show CLICK HERE.

“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Minsoo Pak with Sparks Grove, Joanne McClelland with Insperity, and Reginald Brown with Lutheran Services of Georgia

June 1, 2016 by Garrett Ervin

Silver Lining in the Cloud

Minsoo Pak with Sparks Grove, Joanne McClelland with Insperity, and Reginald Brown with Lutheran Services of Georgia

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Minsoo Pak, Joanne McClelland, Reginald Brown, Dominick Rainey

Minsoo Pak/Sparks Grove

Sparks Grove is an experience design firm that brings together business strategy and creative execution to help clients connect to people’s reason, emotion, and purpose. Sparks Grove uses insight, foresight, strategy, design and development to transform businesses into more human-centered, purpose-driven organizations. Sparks Grove is a part of North Highland, a global management consultancy that delivers unique value, relevant big ideas and strategic business capabilities to clients around the world.

Joanne McClelland/Insperity

More than 28 years ago, Insperity CEO Paul Sarvadi envisioned making business owners’ lives easier by taking HR and administrative burdens off their plates. So he decided to start a company with little more than 600 square feet of space and one telephone. Since then, Insperity has grown as a result of helping clients reach their goals. Their business model is simple: They’re dedicated to helping businesses succeed by taking care of the things that could be distracting you from the bigger picture. They do this by helping you control expenses, minimize risk exposure and maximize your opportunities for revenue generation.

Reginald Brown/Lutheran Services of Georgia

Lutheran Services of Georgia promotes services that enhance the stability, wellness, health, and safety of individuals and families in Georgia. Lutheran Services of Georgia (LSG) has seven offices statewide. They offer programs for adoption, disaster response, employment services, family and children services, foster care, and refugee resettlement.

Pat O’Rourke with Practice Quotient, Mary Becker with Best Deal Movers, and Nick Patel with Salsarita’s

May 31, 2016 by Garrett Ervin

North Fulton Business Radio

Pat O'Rourke with Practice Quotient, Mary Becker with Best Deal Movers, and Nick Patel with Salsarita's

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Mike Sammond, Pat O'Rourke, Mary Becker, Nick Patel, John Ray — Mike Sammond, Pat O’Rourke, Mary Becker, Nick Patel, John Ray

Pat O’Rourke/Practice Quotient

Patrick O’Rourke of Practice Quotient began his career at a dental and vision insurance company in Florida, which after several acquisitions and mergers, is now MetLife. He spent five years at Humana in Atlanta selling in the large group segment (100+ employees). He was responsible for all lines of insurance coverage for these groups including fully-insured and self-funded (ASO) medical, dental, life, disability, stop loss, pharmacy (PBM), wellness, and worksite/voluntary portfolio. It seemed that spiraling group healthcare costs pushed ancillary lines into the periphery. This tendency became magnified after the PPACA paradigm shift that left everyone on information overload. He positioned himself as an industry resource by earning several certifications, including Disability (DIA) and Dental (DBA). Understanding the nuances involved with all aspects of risk management helped business partners rely on his expertise to guide client recommendations. He is an insurance insider that has built dental networks, worked in operations management, designed plans, and opened markets. This allows him to provide valuable insights to his dental practice clients.

Mary Becker/Best Deal Movers

Best Deal Movers began as a dream that Mary’s son David had. He, along with two of his brothers, had worked at moving companies during the summer when they were home from college. In the spring of his sophomore year, David injured his arm while pitching on the college baseball team. When surgery and rehab did not bring the necessary results to be able to continue in the sport, David had to reconsider what he wanted to do. He brought the idea for a moving company to his dad, and Best Deal Movers was born. They started with one truck and an office in their home. The business has continued to grow. Today they have seven trucks and are continuing to expand. They are proud to provide excellent service to their clients, having been chosen to receive The Best of Kudzu Awards for the past three years and having been voted by Angie’s List members to receive their Super Service Award for 2013 and 2014.

Nick Patel/Salsarita’s

At Salsarita’s Fresh Cantina, they’re building a dynamic and authentically inspired fast casual Mexican brand, offering delicious food that is made the way you want it and prepared every day in-house. From wildly addictive chips that their guests truly rave about, to queso, customized burritos, tacos, salads, bowls, quesadillas, nachos, signature salsas and fresh-made guacamole, Salsarita’s Fresh Cantina thrives on making great Mexican fare fresh daily. Since their beginnings in Charlotte, NC in 2000, they have worked to perfect the notion that a restaurant should not only be fast and friendly, but also casual and delicious like no other. Today, they have locations in 19 states and are rapidly growing.

OPEN FOR BUSINESS: Quentin Moses with HealthMarkets, Nick Morgan with Peachtree Planning, Duke Smith with Rottweiler Systems, and Cliff Tillery with Make It Loud

May 27, 2016 by Garrett Ervin

Gwinnett Studio

OPEN FOR BUSINESS: Quentin Moses with HealthMarkets, Nick Morgan with Peachtree Planning, Duke Smith with Rottweiler Systems, and Cliff Tillery with Make It Loud

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Johnny Phelps, Cliff Tillery, Nick Morgan, Duke Smith, Quentin Moses

Quentin Moses/HealthMarkets

HealthMarkets Insurance Agency searches thousands of insurance plans from over 180 insurance companies to find the coverage that’s right for you at a price that fits your budget. HealthMarkets Insurance Agency searches thousands of Medicare, health, dental, vision, supplemental, and life insurance policies. They meet in person to design a plan for your needs. HealthMarkets Insurance Agency offers hundreds of subsidy-eligible health insurance plans from nationally recognized insurance companies. With over 2 million insurance policies sold, HealthMarkets Insurance Agency gets you the guaranteed lowest price for the insurance plans they offer.

Nick Morgan/Peachtree Planning

Peachtree Planning offers a specialized approach to total wealth management by adhering to the belief that no single advisor can specialize in all facets of financial planning. At the heart of their philosophy is the fundamental belief that specialized knowledge and expertise will ultimately produce a superior and higher quality total wealth management strategy.

Duke Smith/Rottweiler Systems

For over 30 years Rottweiler Systems has serviced the metro Atlanta area. Rottweiler installs and services business telephone systems of just about any variety. Rottweiler also provides award-winning monitored security systems, surveillance cameras, and card access systems, all with interactive apps. Rottweiler technicians are experts which fully integrate diverse systems together to maximize the effectiveness of any one aspect. The result is Business Intelligence for key decision makers. Owners and managers will have more information to help them make more informed decisions, improve processes, and maximize efficiency. Combined with interactive mobile apps, Rottweiler Systems provides solutions to business owners, making them informed with what’s happening at their business from anywhere.

Cliff Tillery/Make It Loud

Make It Loud is a marketing company specializing in digital marketing. They provide web design, search engine optimization, social media, email marketing, printing and other marketing services, primarily for small and medium sized businesses.

CLICK HERE to watch the video of this show on YouTube.

SIMON SAYS, LET’S TALK BUSINESS: Patrick Sutton with Milner Inc.

May 27, 2016 by Garrett Ervin

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Patrick Sutton with Milner Inc.

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Patrick Sutton/Milner Inc.

Milner, Inc. is an expert at designing complete business solutions to improve the way large and small enterprises operate. Milner’s integrated use of the latest equipment and technology, tailored software, and business process changes helps companies improve efficiency and productivity, streamline operations, and stay competitive.

STRATEGIC INSIGHTS RADIO: Understanding Zoho CRM

May 26, 2016 by Garrett Ervin

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: Understanding Zoho CRM

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On this episode of “Strategic Insights Radio“, host and CEO of Sterling Rose Consulting Corp Vlad Rusz discusses Zoho Customer Relationship Management (CRM) solutions and how to properly use Zoho.

Vlad Rusz/Sterling Rose Consulting Corp

Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. The staff of Sterling Rose Consulting Corp has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and managed four successful businesses that range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.

About “Strategic Insights Radio”:

“Strategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.

Will or Trust: What is the Best Estate Planning Document for You?

May 25, 2016 by Garrett Ervin

Gwinnett Studio

Will or Trust: What is the Best Estate Planning Document for You?

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Millie Baumbusch, Melissa Walker, Loraine DiSalvo, Craig Frankel

On this week’s episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Will or Trust: What is the Best Estate Planning Document for You?”. Guests include Loraine DiSalvo, Partner at Morgan DiSalvo, and Melissa Walker, Partner at Salo Walker.

Melissa Walker/Salo & Walker

Melissa is a partner with the firm of Salo & Walker in Atlanta, and practices in the areas of estate planning, estate administration, charitable planning, fiduciary litigation and estate and gift tax.

Melissa is a graduate of Yale University (B.A., 1985) and Duke University School of Law (J.D., cum laude, 1988).

Prior to founding Salo & Walker in 1995, Melissa practiced with Pillsbury, Madison & Sutro in San Francisco and Long, Aldridge & Norman and Grenwald & Salo in Atlanta. She is a Fellow in the American College of Trust and Estate Counsel, a Fellow of the Lawyers Foundation of Georgia, a member of the American Bar Association, the Atlanta Bar Association (member, Estate Planning and Probate Section), the State Bar of Georgia (Fiduciary Section, Chair, 2004-2005, Chair, Legislation Committee, 1999-2002, Chair, Rule Against Perpetuities Study Committee, 1999-2000), the State Bar of California, the Atlanta Estate Planning Council (member, Board of Directors, 2000-2002, 2010-2012), and the Decatur-DeKalb Estate Planning Council. Melissa is listed in Who‘s Who In American Law; Who‘s Who in America and The Best Lawyers In America. She serves as a member of the Board of Trustees of The Paideia School in Atlanta, GA.

Loraine DiSalvo/Morgan and DiSalvo

Loraine M. DiSalvo became a partner in Morgan + DiSalvo, P.C. in January 2005, after practicing at the firm as an associate since 1997. She obtained her JD, with distinction, from Emory University in 1997 and her B.A., in History, cum laude, from Georgia State University in 1994.

• Selected as a Georgia Super Lawyer in Trusts & Estates for 2013, 2014, 2015, and 2016
• Holds an AV-Preeminent rating from Martindale-Hubbell since 2009
• Rated 10.0 out of 10.0- Superb from Avvo.com and has maintained this rating for many years
• Named a Five Star Professional by Atlanta Magazine in 2015 and a Five Star Wealth Advisor for each of 2010, 2011, 2012, 2013, and 2014
• Past Chair of the Estate Planning & Probate Section of the Atlanta Bar Association and currently serves as the Editor-in-Chief for The Mortmain, the Section’s newsletter
• Member-At-Large of the Atlanta Bar Association’s CLE Board of Trustees
• Member-At-Large of the Board of Directors for the Estate Planning Council of North Georgia
• Former President, former Treasurer, and current Advisory Board Member of the Professional Women’s Information Network, Inc. (“ProWIN”), a non-profit organization which is devoted to providing professional and entrepreneurial women with opportunities to network and develop themselves both personally and professionally
• Spoken to numerous groups of both laypeople and professional advisors on estate planning-, tax-, and probate-related topics

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

To watch the video of this show, CLICK HERE.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

Lisa Machado of Visiting Angels, Brad Serff of Providence Bank and Dan Simmons of Virtual Management Technologies

May 24, 2016 by Garrett Ervin

North Fulton Business Radio

Lisa Machado of Visiting Angels, Brad Serff of Providence Bank and Dan Simmons of Virtual Management Technologies

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John Ray, Lisa Machado, Dan Simmons, Brad Serff

Lisa Machado/Visiting Angels

Visiting Angels is a non-medical home care company where Certified Nursing Assistants (the angels) provide assisted living services in the home or a facility for seniors. Assisted living services include such things as bathing, dressing, meal preparation, personal care, mobility assistance, transportation, med reminders and meal prep. Care plans are customized as each person is different, but care plans have general scopes of services and are RN supervised. Most services are provided in the care recipients’ home.

Brad Serff/Providence Bank

Providence Bank is a locally owned community bank located in Alpharetta, GA. The bank opened on April 10, 2006 and just celebrated its 10 year anniversary. Providence Bank offers a wide array of deposit, savings and loan products. The bank’s use of technology allows customers to monitor their accounts, pay their bills, and even make deposits with their phone. Providence Bank customers appreciate individualized attention and local decision making when working with a staff that live in and support the local community.

Dan Simmons/Virtual Management Technologies

Virtual Management Technologies (VMT) is an Information Technologies company focused on data protection. They provide data backup and patch management and anti-virus protocols are up to date, assuring data is well protected and secure. They monitor their customers’ infrastructure 24/7/365, correcting problems as they may occur in real time. They also maintain a data center at their location in Alpharetta where they provide hosting services, co-location services, and private cloud services. VMT also maintains a 24/7/365 help desk to solve desktop problems for their customers.