Garrett Ervin, Author at Business RadioX ® Page

Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses

January 26, 2022 by Garrett Ervin

Gwinnett Studio

Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses

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Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses.

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.

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

Remember to tune in HERE 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

PHELAN & MYERS 2 FOR 20: The Basics of Fraud Protection

January 24, 2022 by Garrett Ervin

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: The Basics of Fraud Protection

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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

Bill Bruton/WF Bruton & Associates

Bill Bruton has over 26 years experience conducting complex financial investigations on behalf of the IRS Criminal Investigation Division. For the last 10 years, he specialized in international investigations of money laundering, fraud and criminal tax matters. These investigations covered the full spectrum of white-collar crime that affect the calculation of correct tax liability and violations of money laundering laws. Many of these investigations were coordinated with foreign law enforcement agencies and embassies including those in Britain, Australia, Spain and Italy.

In addition, he has authored articles on international money laundering and internet fraud. In 2002, Bill assisted the US Treasury, World Bank, IMF and FATF, participating in a World Bank/International Monetary Fund-led assessment of Bangladesh’s financial sector, including
Bangladesh’s anti-money laundering/anti-terrorist regime. He served as the Law Enforcement money-laundering expert for the compliance review of the country of Bangladesh for their ability to comply with International standards relating to money laundering compliance.

Bill has served as subject matter experts for the US Treasury Office of Technical Assistance and the US Embassy in Bosnia in the reform of their money laundering laws and restructure of the countries Financial Police. He also assisted the United Nations High Representative in Bosnia with an investigation of a major bank involved in illegal international money laundering. Bill has also testified in Federal and local courts as an expert in Money Laundering and IRS procedures.

Donna Linden, Founder & CEO of Trinity Staffing and Career Resources

January 21, 2022 by Garrett Ervin

Celebrating Powerhouse Women

Donna Linden, Founder & CEO of Trinity Staffing and Career Resources

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

Donna Linden/Trinity Staffing and Career Resources

Donna Linden is the Founder & CEO of Trinity Staffing and Career Resources a BBB A+ Rated Accredited Business located in Lawrenceville, GA.

After a 25-year corporate career in the insurance industry, Donna Linden founded Trinity Staffing and Career Resources after hearing a story of a friend registering with a staffing agency. Getting a job was the most important thing in her friend’s life as her family needed the money. Yet, the staffing agency treated her like a number, did not follow up with phone calls, and she felt her messages were ignored. Trinity Staffing and Career Resources was birthed out of wanting to show the love of God to people who are in a job transition, and to provide them with career opportunities. Her company provides direct hire placement for various industries including insurance, business professional services, financial services/banking, and IT.

Volunteerism and serving the community are essential to Donna. She not only wants to make an impact in the lives of others through job placement, but she also wants to make an indelible impact in her community through volunteerism. Donna was born in Jamaica, but was raised in Mount Vernon, New York. She graduated from the Howard University School of Business. She is a licensed property & casualty agent in Georgia and has earned four prestigious insurance designations: CIC, AINS, CSRM, and CISR. She is a licensed minister and the coordinator of the Career Ministry at Berean Christian Church in Gwinnett. Donna serves as a member of the Board of Directors for the Peachtree Corners Business Association, and is an active member of the Gwinnett Chamber.

Celebrating Powerhouse Women is presented by

Marc Apple with Forward Push

January 20, 2022 by Garrett Ervin

ePresence

Marc Apple with Forward Push

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Marc Apple/Forward Push

Forward Push is an award-winning marketing agency that believes that you don’t have to grow your company alone. Through a team of creative thinkers and analytic problem solvers, Forward Push is ready to challenge the status quo while staying rooted in the research.

The team accomplishes this through specializing in content-driven strategies for small and medium-sized businesses. Based on your unique needs, Forward Push creates a custom strategy that takes account for the ever-changing landscape of digital marketing and looks to future developments. This approach includes website design and development, social media management, blogging, video production, digital advertising and branding.

Through this, Forward Push optimizes your online presence and propels you to your goals by implementing, testing, and refining so your brand is always leading, not following. It’s the Forward Push way.

Mark Galvin/ePresence

ePresence provides personal branding services for individuals, executives and entrepreneurs. They leverage social media on an individual level since that is where the audience is most engaged. Mark Galvin, CEO and Founder of ePresence, is a personal social media expert with 29 years of business management and hotel industry experience including stops with Marriott, Hyatt, Omni and IHG.

SIMON SAYS, LET’S TALK BUSINESS: Matthew & David Barranco with Barranco Enterprises

January 20, 2022 by Garrett Ervin

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Matthew & David Barranco with Barranco Enterprises

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Matthew Barranco, Al Simon and David Barranco

Matthew & David Barranco/Barranco Enterprises

The highly skilled staff at Barranco Enterprises is trained to service and install all of your food and beverage equipment, including ice machines (both remote and air-cooled), fountain machines, bubblers, chillers, FCB/FUB, coffee, tea, cappuccino, ovens, warmers, hot cases, fryers, water filters, yogurt machines, and much more. They understand how frustrating it is to work with someone who doesn’t do what they say they’re going to do, which is why they’ve purposefully built a nationwide food & beverage service company specifically around the idea of creating an incredible experience for you and your customers.

Retirement Plans

January 20, 2022 by Garrett Ervin

Gwinnett Studio

Retirement Plans

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Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Candidate for Georgia State Senate Shawn Still

January 19, 2022 by Garrett Ervin

Case In Point

Candidate for Georgia State Senate Shawn Still

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Shawn Still/Candidate for Georgia State Senate

Shawn Still is running as a candidate for State Senate District 48 in 2022. His district includes parts, or all of, Johns Creek, Alpharetta, South Forsyth, Sugar Hill, Buford, and Suwanee.

As the President of Olympic Pool Plastering & Shotcrete, Shawn Still owns one of the largest pool contractors in the Southeast, generating over $20 million in revenue per year and employing more than one hundred Georgians. As a conservative businessman, Shawn knows what it takes to meet a payroll and balance budgets.

Still received his bachelor’s degree from The University of Alabama where he swam and played rugby. He has lived in Johns Creek since before its inception and is the father of three children.

CASE IN POINT is presented by:

Driving Clarify & Focus: The 12-Week Year

January 18, 2022 by Garrett Ervin

Gwinnett Studio

Driving Clarify & Focus: The 12-Week Year

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“Driving Clarity & Focus: The 12-week Year” with guests Dan Isacksen, Trinity’s CFO, and Brian Moran, author of the book “The 12 Week Year”.

Dr. Roger Spoelman of the Baldrige Foundation, and Ben Sawyer from ABOUT Healthcare, facilitate a very insightful discussion regarding how the Loyola University Health System team was able to achieve a $100 million turnaround by applying the principles of the 12-week year in a robust team-oriented effort that overcame the trap of annualized thinking and the many hurdles within a commonly experienced people-process-technology operation in order to achieve breakthrough results. The model is applicable to any strategy execution challenge an organization faces.

Roger Spoelman, DBA, MBA

Roger is a healthcare executive with more than 38 years of industry experience. He most recently served as interim CEO at Trinity Health Regional Systems in New England, Ohio, and Illinois at Loyola University Health System.

His tenure at Trinity Health included leading several hospital mergers, and later as regional executive for the corporation’s Mercy Health operations. He also is founder and executive sponsor of the Trinity Health Innovation Hub. In 2018, Roger oversaw the merger of International Aid Inc. and CURE International Inc., two organizations where he served on the Board of Directors for over a decade. He recently served as the President and CEO for CURE International Inc., which operates eight charitable hospitals in developing nations, and focuses on faith-based care that restores quality of life to pediatric patients with surgically treatable disabilities. Roger was appointed Chair of the BAMF Health board of directors in 2019. He is working closely with the company to achieve their patent-focused mission of bringing intelligence-based precision medicine to the world.

Roger is a co-host of the Baldrige Foundation Leader Dialogue program, and mentors and coaches’ numerous executives and assists organizations and their boards of directors with succession, strategy, and innovation.

Ben Sawyer, MBA, PT, OCS, LBB

Ben Sawyer is an ABOUT executive. He has more than 35 years of industry experience, most recently serving as CEO of SOAR Vision Group, and EVP of Care Logistics.

Ben started his healthcare career in 1985 as a Physical Therapist, focusing on sports medicine and orthopedics, and received his specialist certification as an Orthopedic Clinical Specialist (OCS) in 1997 from the American Board of Physical Therapy Specialties.

After securing his MBA, he moved into hospital administration, overseeing rehab, wellness, cardiac therapy, and occupational medicine services, specializing in team development and performance optimization. This expanded into a system leadership role overseeing performance and quality improvement. During that time Ben achieved his Lean Black Belt certification (LBB)

Ben has a gift for recognizing strategic gaps that can be turned into opportunities. For example, during the COVID-19 crisis he initiated national executive roundtables with the Baldrige Foundation via the Leader Dialogue program to help executives turn the pandemic disruption into an opportunity for improved collaboration and performance towards true Community Health beyond the walls of hospitals and to prioritize and coordinate action and resources.

Brian Moran/Organization

Brian Moran, President and Founder of The 12 Week Year, has 30 years of expertise as a corporate executive, entrepreneur, consultant and coach. His background as a corporate executive combined with his experience as an entrepreneur positions him with a unique skill set to help individuals and organizations grow and prosper.

Brian’s corporate experience includes management and executive positions with UPS, PepsiCo, and Northern Automotive. As an entrepreneur he has personally launched and led successful businesses and been instrumental in the success of many others. In addition, he has consulted for dozens of world-class companies.

Brian is a recognized expert in the field of leadership and execution. His realization that most people don’t lack ideas but struggle with effective implementation led him to the development of The 12 Week Year. In addition to his books, Brian has been published in many of the leading business journals and magazines. He is a sought after speaker, educating and inspiring thousands each year.

Dan Isacksen/Trinity Health

Daniel Isacksen, the Executive VP and Chief Financial Officer (CFO) at Trinity Health, leads all financial functions including financial enterprise development, treasury, financial reporting, payer strategies and revenue excellence, for the system and across the national organization’s Health Ministries (HMs). A strategic-minded and results-driven financial leader with a successful track record, Isacksen has spent the last 25 years serving in Catholic health care, including financial executive positions in other Catholic health systems, academic providers and community health care systems.

Previously, Isacksen served as Executive VP and regional CFO of Loyola Medicine in Maywood, Illinois, one of Trinity Health’s regional HMs. His efforts there contributed to operational improvements and a significant financial turnaround and stabilization of the regional ministry.

Danielle Cheung, Vice President & Market Executive with Bank of America

January 14, 2022 by Garrett Ervin

Celebrating Powerhouse Women

Danielle Cheung, Vice President & Market Executive with Bank of America

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

Danielle Cheung/Bank of America

Danielle Cheung is Senior Vice President and Market Executive for Metro Atlanta Business Banking at Bank of America, which focuses on delivering financial solutions to middle market companies. She is accountable for business strategy/execution, sales performance, and revenue growth. Danielle was recognized as a national Pinnacle Club winner in 2019 for market sales performance.

With over two decades of experience in commercial banking at JPMorgan Chase Bank, Danielle joined Bank of America in 2016. After completing a formal management training program in credit, she spent sixteen years as a senior relationship manager focused on the non-profit healthcare industry. Danielle also managed new hire training and campus recruiting nationally, after which she relocated from New York to Atlanta to run middle market business development in Georgia and Alabama.

Danielle is a member of Bank of America’s Atlanta Market Leadership team, which focuses on setting business and community engagement strategies across metro Atlanta. In that capacity, she co-leads efforts around cross line of business client acquisition strategies. Danielle is Executive Sponsor for LEAD for Women, a network dedicated to promoting professional women’s development and has maintained a leadership role in the Business Banking Diversity & Inclusion Council.

Celebrating Powerhouse Women is presented by