Garrett Ervin, Author at Business RadioX ® Page

PHELAN & MYERS 2 FOR 20: How to Avoid the Top Mistakes Made by Investors

May 8, 2023 by Garrett Ervin

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: How to Avoid the Top Mistakes Made by Investors

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No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

Kevin T. Myers, CFP®
Vice President/Wealth Management, Financial Advisor

Kevin’s philosophy is simple; he worries about your finances so you don’t have to. As a Certified Financial PlannerTM (CFP®) Professional, Kevin helps clients develop and implement a comprehensive financial plan that is tailored to your needs. Kevin specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Kevin has over 10 years of experience in the financial services industry and previously served as a consultant. He attended the University of Georgia where he earned his Bachelor of Science in Personal Financial Planning.

Phone: 678.448.4842
kmyers@janney.com

Dr. Audrey Arona, CEO and Chief Medical Officer with GNR Health Department

May 5, 2023 by Garrett Ervin

Celebrating Powerhouse Women

Dr. Audrey Arona, CEO and Chief Medical Officer with GNR Health Department

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Amanda Pearch Marmolejo and Dr. Audrey Arona

Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it’s in business, philanthropy, public service, or elsewhere.

Dr. Audrey Arona/GNR Health Department (Gwinnett, Newton, & Rockdale County Health Departments)

Dr. Audrey Arona graduated from the University of California-San Diego in Cell Biology/Biochemistry and thereafter graduated from the University of Cincinnati College of Medicine in 1991. She completed an OB/GYN Residency at USC in Los Angeles in 1995, began private practice thereafter in San Jose, and later moved to Lawrenceville, GA where she owned an OB/GYN private practice for 20 years. She served as a consultant to the GNR Health Department (Gwinnett, Newton, & Rockdale County Health Departments) in 2012, and in 2018 become their Medical Director. She is now their CEO/Chief Medical Officer.

Celebrating Powerhouse Women is presented by

Celebrating Womanhood

May 4, 2023 by Garrett Ervin

Gwinnett Studio

Celebrating Womanhood

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Stephanie Wolfe and Rachel Souza (and Barbie)

Stephanie Wolfe is a business owner and board-certified Health and Wellness Coach. Her life motto is “Live Long and Strong with Passion and Purpose. Help others to do the same!”

Join Stephanie each week for education, inspiration, and a weekly challenge to achieve personal and business wellness. Develop your own personal Wellness Vision. Discover Stephanie’s proprietary CLEAN Concepts and how they have been vastly improving personal and professional business wellness.

Episodes of “Work Well with Stephanie Wolfe” will be devoted to Stephanie’s Wellness Wheel and will include topics of Fitness, Nutrition, Work-Life Balance, Faith, Core Values, Marriage, Family, Friendships, Career, Goal Setting, Wellness Vision Casting, Endorphin Boosting and Stress Busting, and so much more. You may think you know what you need to know, but what if you don’t?

Subscribe now to “Work Well with Stephanie Wolfe” to start your wellness journey with your board-certified health and wellness coach.

On this episode, Stephanie is joined by her assistant, certified health coach Rachel Souza, to celebrate the value of their womanhood and all the things they have learned to love about themselves, their body, their soul, and their spirit!

About Stephanie Wolfe

Stephanie received her Health Coach Certification in 2014 and went on to receive her Master Certification in 2016, both from the Dr. Sears Wellness Institute, founded by world-renowned physician and author, Dr. William Sears. The Institute is a leader in science-based health and wellness education that focuses on a whole health experience including a strong nutritional foundation.

Stephanie continued her education and training to become a National Board Certified Health and Wellness coach in 2017. This training allows Stephanie to work with clients individually through a step-by-step process using advanced coaching methods, offering them full access to resources and tools to support them throughout the entire coaching process. Board Certification is the foundation of her success using coaching methods such as motivational interviewing and appreciative inquiry to assess the stages of change and provide each client with individual attention as they gain momentum towards their health and wellness goals.

Presented by

Scott Henrichsen with British Swim School of Gwinnett-Hall and Victoria Archable with CarePatrol Metro Atlanta

May 4, 2023 by Garrett Ervin

Gwinnett Business Radio

Scott Henrichsen with British Swim School of Gwinnett-Hall and Victoria Archable with CarePatrol Metro Atlanta

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Harper Lebel, Scott Hendrichsen, Victoria Archable, Steven Julian

Scott Henrichsen/British Swim School of Gwinnett-Hallbrx

British Swim School of Gwinnett-Hall is the premier learn-to-swim provider for people of all ages, offering programs for children ages 3-months through adults. Theuy use gentle teaching methods and a survival-first approach to help people of all experience levels become safer, stronger swimmers. British Swim School’s safe, fun, and effective instructional program has made it the preferred choice for parents and students for over 40 years.

Victoria Archable/CarePatrol Metro Atlanta

Carepatrol helps families find the appropriate care for their aging loved one whether that’s assisted living, memory care, independent living, or personal care homes. They check the care and violation history of any communities they recommend. They personally tour with their clients to the recommended communities. They are a FREE community service. Victoria has been in business for over nine years, helping hundreds of seniors find the care they need.

Gwinnett Business Radio is presented by

Ribbon Cutting at New Chick-fil-A Restaurant in Jefferson

May 3, 2023 by Garrett Ervin

Northeast Georgia Business Podcast

Ribbon Cutting at New Chick-fil-A Restaurant in Jefferson

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Tom Sheldon of Business RadioX, and franchise owners Christi Ferguson and Kevin Ferguson, are joined by the Chick-fil-A Cow outside the new restaurant.

Chick-fil-A fans, the wait is over! The popular fast food chicken sandwich restaurant is now open in Jefferson at 156 Old Farm Road, located in front of the new Publix supermarket off GA Highway 129.

To help celebrate the area’s newest family-owned restaurant, the Jackson County Chamber of Commerce held a Ribbon Cutting on Wednesday, May 3, 2023, one day before the restaurant’s Grand Opening.

Northeast Georgia Business RadioX had the pleasure to speak with the franchise restaurant owners Christi and Kevin Ferguson immediately following the Ribbon Cutting.

Everything You Wanted To Know About SBA Loans

May 1, 2023 by Garrett Ervin

Gwinnett Studio

Everything You Wanted To Know About SBA Loans

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Regions Business Radio” covers financial topics such as banking and lending, mortgages, wealth management and more. The program also allows listeners to get to know some of the top executives from Regions Bank.

Hosted by J.D. Mealor, Senior Vice President and North Georgia Market Executive, all episodes of “Regions Business Radio” are available for download on Apple iTunes, iHeartRadio, Spotify, Google Podcasts, or wherever you enjoy your favorite podcasts.

On this episode, J.D. discusses SBA loans with Caroline Taylor, SVP of Credit Products and Head of Small Business Admin with Regions Bank.

Caroline Taylor/Regions Bank

The U.S. Small Business Administration is committed to furthering the growth and development of small businesses. One of the ways it does this is by guaranteeing loans to small businesses made through lending partners nationwide. Regions Bank is both an SBA Preferred Lender and one of America’s most experienced SBA lenders. The SBA does not make loans directly to small businesses. Rather, it sets guidelines for loans, which are made by lending partners nationwide, including banks and economic development organizations. For the SBA(7)a and SBA Express loans, the SBA guarantees a percentage of the loan, minimizing risk to the lending partners and increasing the possibility that small businesses will receive the funds they need. Please contact a Regions banker to discuss qualification criteria, potential fees, and whether an SBA loan can fit your business needs. All loans and lines of credit are subject to credit approval.

About Regions:

Regions Financial Corporation (NYSE:RF), with $145 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest, and Texas, and through its subsidiary, Regions Bank, operates approximately 1,400 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

This information is general in nature and is provided for educational purposes only. Regions makes no representation as to the accuracy, completeness, timeliness, suitability or validity of any information presented and Regions does not accept liability for any direct or indirect loss stemming from the application of any material. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. Regions encourages you to consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

Dr. Arefa Cassoobhoy, Medical Director at Clarkston Community Health Center

April 28, 2023 by Garrett Ervin

Celebrating Powerhouse Women

Dr. Arefa Cassoobhoy, Medical Director at Clarkston Community Health Center

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Amanda Pearch Marmolejo and Dr. Dr. Arefa Cassoobhoy

Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it’s in business, philanthropy, public service, or elsewhere.

Dr. Arefa Cassoobhoy/Clarkston Community Health Center

Dr. Arefa Cassoobhoy is the Medical Director at Clarkston Community Health Center, a non-profit clinic for individuals without adequate health insurance, many of whom are recent immigrants. She is an advocate for health equity and health literacy and serves on the Emory School of Medicine Alumni Board, is the recent chairman of the Sahiyo U.S. Advisory Board, and is a Leadership Atlanta alumni. Dr. Cassoobhoy’s background includes health communications with expertise in the health media industry and a background in public health. She is the former chief medical editor at Everyday Health and spent many years at WebMD and Medscape. Dr. Cassoobhoy is a board-certified internist with degrees from Emory University in medicine, public health, anthropology, and human biology.

Celebrating Powerhouse Women is presented by

Josh & Avary Shapiro with Budget Blinds Duluth and Jim Clarke with Apex Disaster Management

April 27, 2023 by Garrett Ervin

Gwinnett Business Radio

Josh & Avary Shapiro with Budget Blinds Duluth and Jim Clarke with Apex Disaster Management

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Harper Lebel, Jim Clarke, Avary Shapiro, Josh Shapiro, Steven Julian

Josh Shapiro & Avary Shapiro/Budget Blinds Duluth

Budget Blinds Duluth provides custom window treatment design and installation. They are located at 575 Old Norcross Road in Lawrenceville, GA.

Jim Clarke/Apex Disaster Management

Apex Disaster Management is a full-service water, fire and mold remediation company, serving both residential and commercial clients. They handle both remediation and repair.

Gwinnett Business Radio is presented by

CLEAN Solutions: OUT with the Old, IN with the New

April 27, 2023 by Garrett Ervin

Gwinnett Studio

CLEAN Solutions: OUT with the Old, IN with the New

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Listen to today’s episode to find out why Stephanie was made for “this”.

Stephanie Wolfe is a business owner and board-certified Health and Wellness Coach. Her life motto is “Live Long and Strong with Passion and Purpose. Help others to do the same!”

Subscribe now to “Work Well with Stephanie Wolfe” to start your wellness journey with your board-certified health and wellness coach!

About Stephanie Wolfe