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Jake Guttman With Rosevest Financial and Joel Coen with TruNorth Advisors

February 8, 2022 by Karen

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Phoenix Business Radio
Jake Guttman With Rosevest Financial and Joel Coen with TruNorth Advisors
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Jake Guttman With Rosevest Financial and Joel Coen with TruNorth Advisors

Rosevest Financial provides exquisite, fiduciary first financial advisory services with an emphasis on listening to your personal needs. We offer intentional solutions for individuals and families who value the professional management of their wealth and assets. Rosevest-Financial-Logo-Color

Our approach provides an experience that will allow your shoulders to drop with peace, and the capacity to spend your time with the people and things you love most.

Jake-Guttman-Phoenix-Business-RadioXJacob “Jake” Guttman is the president of Rosevest Financial and acts as a personal chief financial officer by providing comprehensive and intentional financial solutions. Rosevest Financial is a client-centric wealth management practice in Phoenix, Arizona, fueled by creating strategic, long-term financial planning and providing peace-of-mind along the way.

Jake earned his bachelor of science in Economics and Psychology from the University of Arizona and is an accredited Financial Services Certified Professional (FSCP®). He and his wife, Melanie, currently reside in Phoenix, Arizona. When he isn’t working, you’ll find Jake working with the Men’s Arts Council of the Phoenix Art Museum, at a car show, or with his two dogs Finn and Bubba. Jake is an avid traveler, dog lover, watch nerd, and sports car enthusiast.

Follow Rosevest Financial on LinkedIn, Facebook and Instagram.

TruNorth-Advisors-logo

Located in Arizona and New York, TruNorth Advisors supports customers on and between coasts. We believe in allowing data to drive decisions that lead our clients to higher ROI’s and ultimately, higher revenues.

Whether you’re a start-up trying to establish your messaging and brand, or an established brand trying to grow, we’ll help you thrive. We bring extensive experience and professionalism to every partnership and customize our support to your individual needs and concerns.

Joel-Coen-Phoenix-Business-RadioxIn his current role as Managing Partner of TruNorth Advisors, Joel Coen delivers what is most important to their clients through innovative reporting, sales automation and complete consumer lifecycle management. His areas of expertise include web development, e-commerce, all major digital marketing and social platforms, reputation management, search engine marketing and competitive analysis.

Over Joel’s career, he has been honored with several national awards for his unique approach to conversion based marketing strategies. TruNorth clients have realized substantial marketing returns on investment through proprietary marketing automation and digital strategies that propel their business.

In addition to all areas of marketing strategy and development, Joel is passionate about helping business owners and major communities flourish through the development of partnerships with local nonprofits and community-based programs that help promote the mission of ethical businesses.

Connect with Joel on LinkedIn and follow TruNorth Advisors on Facebook.

Tagged With: business advisors, How to invest in an economic downturn, Marketing providers, The difference between stocks vs. bonds

Robert Johnson With MAC Prefab

February 6, 2022 by Karen

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Phoenix Business Radio
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Robert Johnson With MAC Prefab

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MAC Prefab is a manufacturer and fabricator of cold-formed steel building components. They specialize in offsite construction.

Their systems are used in multi-family, hospitality, residential and commercial construction sectors. Projects range in size from 900 square feet to several hundred thousand square feet.

Robert-Johnson-Phoenix-Business-RadioXAs a seasoned construction professional, Robert Johnson brings 40+ years of experience in the construction industry, primarily in the commercial and institutional sectors.

His experience ranges from working onsite to operations and senior level management. Currently Robert is the Vice President of Business Development.

Connect with Robert on LinkedIn and follow MAC Prefab on Instagram.

Tagged With: cold-formed steel, framecad, hospitality construction, light gauge steel, mitek, multi-family construction, offsite construction

Gabe Hagen and Jesse Shank with Brick Road Coffee

February 4, 2022 by Karen

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Phoenix Business Radio
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Gabe Hagen and Jesse Shank with Brick Road Coffee

Brick Road Coffee is a locally LGBTQ+-owned coffee shop located in Tempe, Arizona serving artisanal coffee, pastries, and pizzas. Their name is inspired by the classic film, The Wizard of Oz where Dorothy sets out on a journey of self-discovery only to realize that all one really needs to find themself is self-realization and acceptance.

Co-owners (and husbands) Gabe Hagen and Jesse Shank took the film’s philosophy and made it their mission to accept everyone as they are, no matter where they are on their personal journey. Gabe-Hagen-and-Jesse-Shank-with-Brick-Road-Coffee-2

A great product is important to Gabe and Jesse who took their time selecting the perfect local roaster, CULT Artisan Beverage Company, and pastries brought in by Squarz Bakery in Tempe.

Supporting local was a must. Approachability and authenticity are important for their business as well as serving quality, locally made and sourced coffee, tea, and food items.

Community is just as important as the perfect latte for Gabe and Jesse. Along with their staff, they have cultivated a culture where friends and neighbors, new and old alike can come together and be accepted for who they are. The environment in their coffee shop is unique and inviting.

The focal point in their main seating area is a custom mural by Tempe artist Paige Reesor which depicts how one’s community can truly support them on their journey along the yellow brick road. Another mural located in the hallway leading to gender-neutral restrooms was custom made by Corrie Mattie (or the LA Hope Dealer) as she’s known in Los Angeles.

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Jesse Shank, Brick House Coffee

Gabe and Jesse’s commitment to diversity and inclusion is apparent in other ways as well. They set up a free LGBTQ+ lending library right in their cafe and often run promotions that give back to charities such as Aunt Rita’s and one-n-ten Phoenix.

Supporting local politics and leaders who want to make a change is important to them too. They’ve hosted several “Coffee with a Candidate” events where they’ve teamed up with city leaders to connect with the community they serve.

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Gabe Hagen, Brick House Coffee

After moving out of their small Midwestern towns and meeting in Southern California, Gabe and Jesse realized just how much coffee shops are centers of the communities they serve. They are a gathering place for exchanging ideas, coming together in common endeavors, and building networks and relationships.

They left California to pursue careers in finance in Arizona but once the pandemic hit in early 2020, they wanted to do something that made a difference.

Their hope is that the community born at Brick Road Coffee will help elevate their neighbors and make a small yet meaningful impact on their lives.

“I want to be known for how I treat my employees and my community. I want to be known for my coffee, sure, but I want to be known for those two things more. ” – Gabe Hagen

Starting a small business is no easy feat but equipped with business finance experience and a passion to make a difference, Gabe and Jesse opened their doors in early November and slowly expanded their hours and staff to ensure they had everything down to a science ahead of their Grand Opening Event, held Jan. 27 – Jan. 29, 2022.

Complete with an official ribbon-cutting hosted by the Tempe Chamber of Commerce and a raffle held to benefit an organization near and dear to their hearts, one•n•ten Phoenix, they certainly had a lot to celebrate!

Follow Brick Road Coffee on LinkedIn, Facebook and Instagram.

Tagged With: coffee, LGBTQ, local business, small business, Tempe

Debe Black With Action Ignite Sales Amber Cordoba With Prestamos CDFI and Rosaria Cain with Knoodle

February 4, 2022 by Karen

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Phoenix Business Radio
Debe Black With Action Ignite Sales Amber Cordoba With Prestamos CDFI and Rosaria Cain with Knoodle
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Debe Black With Action Ignite Sales Amber Cordoba With Prestamos CDFI and Rosaria Cain with Knoodle

Many businesses owners struggle with how to grow sales. Action ignite Sales is part of Sales Xceleration, the world’s largest outsourced VP of Sales organization.

Having helped thousands of companies drive their sales to the next level, they walk alongside business owners to get sales back on track.

Debe-Black-Phoenix-Business-RadoXDebe Black is the founder of Action Ignite Sales in Phoenix, Arizona, focusing on sales excellence.

Action Ignite Sales utilizes the Sales Xceleration platform, helping clients exceed their growth and sales targets across a range of industries by building successful sales plans and aligned sales teams. Action-Ignite-Sales-logo

Prior to founding Action Ignite Sales, Debe spent 30 years selling and leading sales teams in retail technology, traditional and digital media.

Areas of expertise include SaaS, digital advertising, reaching multicultural consumers, and selling to the automotive industry

Originally from NJ, Debe loves life in Arizona and spends as much time as she can hiking, biking, puttering in her garden and spoiling her new pound puppy.

Connect with Debe on LinkedIn.

Prestamos CDFI, LLC (“Prestamos”), is a Community Development Financial Institution(“CDFI”) and a Community Development Entity(“CDE”) that provides high-quality financial products and services for small businesses and impactful economic development projects.

Prestamos through its parent corporation, Chicanos Por La Causa, Inc., has administered a variety of lending programs since 1980. In light of the success of its loan programs and the continued need and demand for these services, CPLC created Prestamos CDFI, LLC in 2000.

Prestamos successfully promotes economic and community development in order to create jobs, revitalize communities and facilitate community wealth building.

Amber-Cordoba-Phoenix-Business-RadioXSince 2015, Amber Cordoba has worked to disrupt the system that overlooks and underserves minority and women-owned businesses through the development of specialized educational and tactical business trainings, programs that deliver 1:1 business assistance, and pushing the envelope on access to capital including her work leading the Prestamos Paycheck Protection Program (PPP) initiatives that resulted in supporting over 400,000 small businesses nationwide.

In late 2021 she also launched an SBA Women’s Business Center in Phoenix, AZ and a US Department of Commerce Minority Business Development Agency (MBDA) Center in Las Vegas, NV.

Prior to her work with Prestamos, Amber was involved in the child welfare system as a Foster Parent and Parent Aid, she ran a successful bookkeeping firm for 13 years, and co-founded and ran a successful merchant services ISO for six years before selling in 2012. Amber is an avid entrepreneur and dedicates herself to improving systems to help them become more inclusive and effective for everyone.

Follow Prestamos on LinkedIn, Facebook, Twitter and Instagram.

​Knoodle is a full-service advertising agency headquartered in Phoenix, Arizona.

Since our doors opened in 1999, we’ve created impactful work by developing close, collaborative relationships with our clients. From integrated campaigns and videos to design, our work creates real connections with people that drive results.

Rosaria-Cain-Phoenix-Business-RadioXRosaria Cain opened the doors at Knoodle over 20 years ago with the mission to provide a better value for your investment, be responsive to changing trends, increase ROI and offer personalized service.

Knoodle incorporates brand strategy, content, and lead generation into a full-service marketing firm, where all work is done in-house.

Knoodle is committed to leading their clients’ marketing efforts as they adapt to the new landscape of constant creativity. They offer strategic counsel, big ideas and creative problem solving with insights based on research.

Clients include Fulton Homes, Sante’ Health, Encore Communities, RED Development, WM Grace Co, Cal-AM Properties, Montesa, Etnico Trading Company, MJS Designs, Plant Solutions, Prestige Cleaners, and American Roofing & Waterproofing.

Connect with Rosaria on LinkedIn and follow Knoodle on LinkedIn, Facebook and Instagram.

Tagged With: Fractional Sales Leadership, fractional VP of sales, interim sales leadership, outsourced sales leadership, outsourced VP of sales

All Hands On Deck E90

February 3, 2022 by Karen

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Phoenix Business Radio
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All Hands On Deck E90

In this episode, hosts Austin Peterson and Landon Mance interview guest, Tom Donelan, owner of DECK OF DICE Gaming, Inc. Put your bet on Tom Donelan and tune in to hear how his home support system has influenced his success as an entrepreneur.

Tom Donelan took a chance on a $500 billion industry and built Deck of Dice Gaming, Inc.

Tom led the initial commercialization for the deck of dice patent in the retail board game market, and founded DECK of DICE Gaming to bring the IP into the casual and casino video gaming markets.

Deck-of-Dice-Gaming-logo

The $500 Billion casino gaming market depends upon a 1,000-year-old deck of playing cards and a 6,000-year-old set of dice. Cards and dice are gaming “platforms” upon which the rules of many different individual games are built.

DECK OF DICE Gaming, Inc. has a patent on the overdue combination of these two gaming platforms into a single new gaming platform. Nine dice that achieve the goals of all popular card games, including poker. The company can make a wide family of new games that are built upon this proprietary platform. The patent applies to both physical and digital dice. SIUDiceLogoblackTM

DECK of DICE is a start-up company. They are entering the market for casual video games that are played on mobile devices. Their product testing has demonstrated superior player appeal, and because of this they have just earned a licensing deal with a major, global casino operator. The deal is for a casual, non-gambling mobile game – and it paves the way for future deals including online gambling.

DECK of DICE is based in Cleveland, OH; with teammates in Las Vegas, San Francisco, and three other countries around the world.

Tom-Donelan-Tycoons-of-Small-BizTom Donelan is an entrepreneur, published author, and award-winning game designer. He is a 25-year professional with leadership experience in a number of high-growth consumer products companies, including two 9-figure exits.

Tom led the initial commercialization for the deck of dice patent in the retail board game market, and founded DECK of DICE Gaming to bring the IP into the casual and casino video gaming markets.

Tom’s career spans strategy, M&A, sales, marketing, global sourcing, operations and accounting.

Tom lives near Cleveland, Ohio with his wife of 30 years. Tom and Ginny have three adult children, a dog, and some cats.

Connect with Tom on LinkedIn and follow Shake It Up Dice on Facebook and Twitter.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

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Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-4234625-012622

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Casino, Dice, gaming, Mobile, Poker

Laura Hemenway With Paradigm Solutions Rob Buelow and Amy O’Reilly With AZNext

February 3, 2022 by Karen

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Phoenix Business Radio
Laura Hemenway With Paradigm Solutions Rob Buelow and Amy O'Reilly With AZNext
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Paradigm Solutions leads knowledge driven success through Technology and Business Transformation.

Paradigm Solutions’ portfolio includes Fortune 10, Small Business, Public, Private, Public Sector, and Non-Proit industry wide initiatives ranging from Assessment to Optimization to Transformation.

Paradigm Solutions LLC is a woman owned consultancy based in Scottsdale, Arizona.

Laura-Hemenway-Phoenix-Business-RadioXLaura Hemenway is Founder and Principal of Paradigm Solutions, a consultancy leading knowledge driven success through Technology and Business Transformation

Laura’s broad and deep technical experience, strong business acumen, and lifelong passion as an educator and mentor power her success as a technology and business transformation leader.

Her technology career spanning roles as Developer, Business Analyst, Solution Architect, Project Manager, PMO Director, and Fractional CIO afford her the in-depth expertise to communicate, collaborate, and drive results.

Laura shares her passion and expertise as an Arizona State University W.P. Carey School of Business Guest Speaker, AZNext Contributor, and Title I School STEAM Mentor.

Connect with Laura on LinkedIn.

AZNext-Logo-Transparent

AZNext is a public-private partnership to address the acute need for mid- to high-skilled workforce in information technology (IT)/cybersecurity and advanced manufacturing within Arizona and across the nation. AZNext brings together employers, a Workforce Innovation Opportunity Act (WIOA) workforce development network, state-level economic development organizations, and industry partnerships, while creating a model for replication across the Southwest and the US.

Led by Arizona State University (ASU), AZNext includes three key innovations by creating: (a) modular, flexible, and progressively higher-skill career pathways in IT/cybersecurity and advanced manufacturing sectors; (b) new flexible ASU digital courseware (convert existing and new courses) on an innovative digital platform; and (c) next-level collaborations with employers and among industry associations and workforce development organizations to provide various training experiences.

Rob-Buelow-Phoenix-Business-RadioXRob Buelow is the Program Director for the AZNext Workforce Training Accelerator Partnership Grant. Teaming ASU with Industry/Community Partners to develop the next generation workforce in Advance Manufacturing and Information Systems.

Over 20 years of industry experience in project and program management, process design and improvement, program implementations, team leadership, and business and customer management.

Education:
Master of Business Administration, WP Carey School of Business, Arizona State University
Bachelor of Science, Business Operations, DeVry University

Amy-OReilly-Phoenix-Business-RadioXAmy O’Reilly is the Project Manager for AZNext at Arizona State University and works closely with industry and community partners to develop innovative work-based learning programs in high-growth sectors.

Originally from Chicago, Amy graduated from the University of Wisconsin-Madison with a degree in Journalism & Mass Communication, a minor in International Studies, and a TESOL certification. Amy taught English in Japan with the JET Program before beginning her career in higher education with Arizona State University in 2016.

Amy completed her MBA at ASU in 2019 with a focus in international business and marketing. She is determined to help all learners further their education with industry-relevent experience and knowledge of how to reach their personal and professional goals.

Follow AZNext on LinkedIn and Twitter.

Tagged With: ASU, AZNext, business transformation, digital transformation, Fractional CIO, Project Rescue, strategy, Workforce Development

Blockchain: The Key to Accelerating Technological Workflows E22

February 2, 2022 by Karen

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AZ TechCast
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Blockchain: The Key to Accelerating Technological Workflows E22

As a digital public record used for recording transactions or tracking assets, blockchain technology is poised to rapidly reshape a range of industries in the years to come. Blockchain eliminates middlemen and increases trust by providing a more accurate and transparent ledger for goods moving through the global supply chain. With support from the legislature and research entities like the Arizona Blockchain Applied Research Center (AZ BARC), Arizona is on the cusp of becoming a blockchain leader.

The January 2022 episode of the Arizona Technology Council’s TechCast podcast featured blockchain experts including U.S. Representative David Schweikert, Scott Carlson, Head of Blockchain & Digital Asset Security at Kudelski Security; and Dragan Boscovic, Research Professor at Arizona State University. These leaders joined Steve Zylstra, Council President and CEO, and Bianca Buliga, Council Director of Marketing & Communications, to break down the positive benefits of leveraging blockchain technology to improve business workflows for a wide range of critical industries.

Throughout this hour-long episode, this panel of blockchain leaders explained what blockchain technologies are and the valuable purpose they can serve for technology companies. Rep. Schweikert insisted that rather than attempting to define the abstract notion of blockchain, it’s imperative to convey the potential benefits that blockchain technologies can bring to the table for high-level company executives and business owners. During his six terms in U.S. Congress, Rep. Schweikert has spearheaded several bills to provide legislative and statutory backbone to blockchain advancement.

As per the Constitution, the U.S. House of Representatives makes and passes federal laws. The House is one of Congress’s two chambers (the other is the U.S. Senate), and part of the federal government’s legislative branch. The number of voting representatives in the House is fixed by law at no more than 435, proportionally representing the population of the 50 states.

David-Schweikert-AZTechCastDavid Schweikert is serving his sixth term in the United States Congress. He holds a seat on the Ways and Means Committee, having previously served on the Financial Services Committee. He also sits on the bicameral Joint Economic Committee, serving as the Senior House Republican Member, Co-Chairs the Valley Fever Task force with House Minority Leader Kevin McCarthy, is the Republican Co-Chair of the Blockchain Caucus, Co-Chair of the Tunisia Caucus, and Co-Chair of the Tele Health Caucus.

Among his legislative accomplishments, David was instrumental in authoring and passing H.R. 1. the Tax Cuts and Jobs Act, which reformed an outdated tax code resulting in incredible economic growth, millions of jobs being created, 50-year record low unemployment, and increased revenues. David also played a key role in advancing the United States, Mexico, Canada Agreement (USMCA) as a Member of the Ways and Means Trade Subcommittee and USMCA Whip Team, working across the aisle to garner support. This 21st Century trade deal supports over 228,000 jobs, improves Arizona’s cross-border trade relationships, and updates our intellectual property laws.

During the 115th and 116th Congress, David helped advance several healthcare proposals designed to give patients the choice, affordability, and quality they deserve. His work as co-chair of the Telehealth Caucus proved pivotal in passing flexibilities during the COVID-19 pandemic. He is also an advocate of H.R. 19, the Lower Costs, More Cures Act, legislation compromised of bipartisan solutions designed to lower out of pocked spending, encourage innovation, improve transparency, and foster competition. David continues to advocate for permanently removing barriers to telehealth, developing a Federal Invisible Risk Sharing Program, and providing patients with the most affordable care.

David has always been a leader in the financial services space, previously serving on the House Financial Services Committee. During the 117th Congress, David re-introduced The Fair Investment Opportunities for Professional Experts Act, legislation he wrote to expand the definition of an “accredited investor” allowing for a larger number of individual investors to enter the market place and be considered for growth opportunities. In August 2020, the Securities and Exchange Commission voted to modernize the definition of an accredited investor, incorporating many of the change’s from David’s legislation.

A national leader on tribal policy, David draws on a unique background working with Arizona’s tribal communities on important priorities.

As a strong advocate for efficiencies in the 21st Century economy, David collaborates with entrepreneurs and innovators in Arizona and around the world on ways to increase trade and drive economic growth. David has long championed technological innovations as the solution to the problems of over-burdensome government regulations.

David holds a seat on the Tax and Health Policy Subcommittees on the House Ways and Means Committee, where he is able to use his expertise in tax and health policy to lend his voice towards pressing issues such as meaningful tax reform and crashing the price of health care.

David Schweikert has always been committed to public service and he has an impressive record as an effective reformer and problem solver.

By the age of 30 years old, David was serving as the Majority Whip in the Arizona state legislature. There, he Chaired the Indian Affairs Committee and rolled up his sleeves working on the state budget, healthcare system, and passed landmark tax reform and second amendment legislation.

Over the years, Arizona’s governors have appointed David to numerous posts. He served as Chair of the state’s tax court and helped negotiate Arizona federal compact with tribal communities.

After being out of public life for 14 years building a successful Arizona business, David was called to serve as Treasurer of Maricopa County. One of the largest counties in the country, David has been heralded for his pragmatic decision making leading up to the fiscal crisis. Maricopa County increased revenue at a time when municipalities all around the country were going deep into the red.

Whether serving in elected office, or running a successful Arizona-based family real estate business with his wife Joyce, David Schweikert has been an integral voice in shaping Arizona’s healthy and growing economy.

As a Member of Congress, David works to remove government barriers to innovation and free enterprise. He is a budget hawk and is continuously fighting for solutions to curb federal spending and reduce American debt.

David and his wife Joyce enjoy backpacking. They host overnight hikes down the Grand Canyon, and are constantly spending time outdoors with their daughter.

Connect with David on Facebook, Twitter and Instagram.

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Kudelski Security is the premier advisor and cybersecurity innovator for today’s most security-conscious organizations. Their long-term approach to client partnerships enables the company to continuously evaluate customers’ security posture to recommend solutions that reduce business risk, maintain compliance and increase overall security effectiveness.

With clients that include Fortune 500 enterprises and government organizations in Europe and across the United States, Kudelski Security addresses the most complex environments through an unparalleled set of solution capabilities including consulting, technology, managed security services and custom innovation. For more information, visit www.kudelskisecurity.com.

Scott-Carlson-AZTechCastScott Carlson leads a team of global architects to prepare and deliver strategies, products, innovative architectures, and global solutions supporting digital media.

Additionally, he heads up the blockchain business within the company, growing the blockchain security capabilities and developing the offering. Before joining Kudelski,

Scott worked in leadership roles at Beyond Trust, PayPal, and Charles Schwab, including serving as CISO at blockchain startup Sweetbridge.

Connect with Scott on LinkedIn and Twitter.

Arizona State University (ASU or Arizona State) is a public research university in the Phoenix metropolitan area. Founded in 1885 by the 13th Arizona Territorial Legislature, ASU is one of the largest public universities by enrollment in the U.S.

One of three universities governed by the Arizona Board of Regents, ASU is a member of the Universities Research Association and classified among “R1: Doctoral Universities – Very High Research Activity”. ASU has nearly 150,000 students attending classes, with more than 38,000 students attending online, and 90,000 undergraduates and more nearly 20,000 postgraduates across its five campuses and four regional learning centers throughout Arizona.

ASU offers 350 degree options from its 17 colleges and more than 170 cross-discipline centers and institutes for undergraduates students, as well as more than 400 graduate degree and certificate programs. The Arizona State Sun Devils compete in 26 varsity-level sports in the NCAA Division I Pac-12 Conference and is home to over 1,100 registered student organizations.

Dragan Boscovic is a research professor in the School of Computing and Augmented Intelligence (SCAI) at Arizona State University and Research Director of AZ Blockchain Applied Research Center, and Distinguished Visiting Scholar Honoured Alumni, mediaX, at Stanford University. Additionally, he is CEO and Founder of technology VizLore Group, headquartered in Arizona, and focused on delivering innovative solutions related to IoT, Data Analytics, Blockchain distributed computing, and digital asset management.

He holds a Ph.D. in Numerical Electromagnetic Modeling from the University of Bath, United Kingdom (1991). He has 25 years of high tech experience acquired in an international setup (UK, France, China, USA) and is uniquely positioned to help data-driven technical advances within today’s global data-intensive technology arena.

He is a lateral thinker with broad exposure to a wide range of scientific methods and business practices. He has a proven track record in conceiving strategies and managing the development, investment, and innovation efforts related to advanced data analysis services, ML/AI applications, and mobile and IoT solutions and platforms.

About AZ TechCastAZTECHCASTLOGOBRX-4-23-2020

AZ TechCast is dedicated to covering innovation and technology in Arizona and beyond.

Through the art of connected conversation, AZ TechCast’s guests will share their expertise, success stories, news and analysis about the region’s leading startups, companies and emerging technologies, as well as the latest industry trends and critical issues propelling the state’s growing technology ecosystem.

About Your Hosts

Steven-ZylstraSteve Zylstra serves as president and CEO of the Arizona Technology Council, a role he assumed in 2007. He is responsible for strategy, operations, finance and policy development. Zylstra is a vocal spokesman for the value technology can provide in raising social and economic standards in Arizona.

Zylstra serves on numerous councils, committees and boards, was named “Leader of the Year, Technology,” by the Arizona Capitol Times, and “Most Admired Leader” by the Phoenix Business Journal. In addition, he was awarded an honorary doctorate of science in technology from the University of Advancing Technology in Tempe, Ariz.

Zylstra earned a bachelor’s degree in automotive engineering technology from Western Michigan University.

KarenNowickiv2Karen Nowicki is a successful author, speaker and the creator of Deep Impact Leadership™ and SoulMarks Coaching™. She is a two-time recipient of the prestigious national Choice Award® for her book and personal development retreat. Karen was crowned the first-ever “Mompreneur of the Year” Award in 2010 for the southwestern states. She was recognized for her leadership, business acumen, and work-life balance.

Karen has been an expert guest on regional TV and radio shows, including Fox Phoenix Morning Show, Sonoran Living, Good Morning Arizona, The Chat Room, and Mid-Day Arizona. She has been a regular contributor to many print and online magazines – publishing articles and blogs for business and education.

In addition to working with private coaching clients, Karen is also the Owner & President of Phoenix Business RadioX. The Business RadioX Network amplifies the voice of business – serving the Fortune 500,000, not just the Fortune 500. Phoenix Business RadioX helps local businesses and professional associations get the word out about the important work they’re doing to serve their market, profession, and community.

Of all the experiences Karen has had the privilege of participating in over her vast career, she shares that Phoenix Business RadioX is a pinnacle adventure!

Connect with Karen on LinkedIn and follow Phoenix Business RadioX on Facebook and Instagram.

bianca-buliga-aztechcastBorn in Phoenix, Arizona, Bianca Buliga is a trilingual first-generation American of Romanian ethnicity. A marketing professional with experience in both the nonprofit and for-profit sectors, Bianca currently works as Director, Marketing & Communications for the Arizona Technology Council.

Previously, Bianca worked as Marketing Communications Lead at Proctorio, a learning integrity platform that offers remote proctoring software ensuring exam integrity for learners around the world.

Bianca also worked as Senior Marketing Manager at SEED SPOT, a social impact incubator that educates, accelerates, and invests in impact-driven entrepreneurs creating market-based solutions to social problems. In January of 2020, Bianca was selected as an awardee of the Mandela Washington Reciprocal Exchange Program and traveled to the African island of Mauritius to run entrepreneurship programming for 15 impact-driven ecopreneurs on behalf of the U.S. State Department’s Bureau of Educational and Cultural Affairs.

Bianca has also completed comprehensive consulting projects for IBM, ESAN Business School, and the Peruvian government, and interned at the Arizona House of Representatives and U.S. Embassy in Bucharest, Romania.

Bianca earned her Bachelor’s degree in International Affairs from Northern Arizona University in 2014 and her Master’s degree in Global Affairs and Management from the Thunderbird School of Global Management in 2017. She is an avid reader, yogi, and world traveler always planning her next trip.

Connect with Bianca on LinkedIn.

About Our Sponsor

The Arizona Technology Council, Arizona’s only statewide organization serving the technology sector, fosters a climate of innovation to enhance technology in Arizona.

A trusted resource in strengthening Arizona’s technology industry, the Council proactively eliminates impediments that companies face, accelerates the entrepreneurial mindset in the state’s expanding innovation ecosystem, and works to create a destination for companies to be, thrive and stay.

Follow Arizona Technology Council on LinkedIn, Facebook, and Instagram.

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Tagged With: ACA, arizonacommerceauthority, azcommerce

Wishes Come True with Theresa Sage and Helena Donohoe E1

January 31, 2022 by Karen

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Deep Impact Leadership
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Wishes Come True with Theresa Sage and Helena Donohoe E1

“You are the average of the five people you spend the most time with. The people you spend the most time with shape who you are. They determine what conversations dominate your attention.” – Jim Rohn

In this episode of Deep Impact Leadership, Karen connects us with Helena Donohoe and Theresa Sage who share the importance of being involved in a mastermind group that focuses on success and energy work at the same time.

To maintain high-performance in a wholistic and lasting way, Theresa developed a 3 Step Quantum Activation Process she calls the WISHES FORMULA. Theresa now teaches and shares this practice with this dynamic and growing group.

We’d love to hear your takeaways and input!

Be sure to connect with Theresa, Helena and Karen via Linkedin and their websites – see their individual bios below.

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American Title Service Agency is one of the largest independently owned and operated Title Agency’s in Maricopa County. They provide Title and Escrow Services for the Residential, Commercial and Investment Real Estate Market as well as serving the Lending Community.

American Title Service Agency stands behind their company motto ‘Above All Else…Service’.

Helena-Donohoe-Phoenix-Business-RadioXHelena Donohoe moved to Arizona in 1968 from Toronto Canada – growing up she was raised in South Scottsdale – Her career began at the age of 23 in Finance and 10 years later in 1996 she opened Signed Sealed Delivered, a Mobile Notary Service where she worked with several lenders and title companies in the Valley of the Sun.

In 1998, a family move took her to Boise Idaho when she joined the Title & Escrow world as a Marketing/Closing Specialist. Fast forward 10 Years and a Real Estate Market meltdown, she obtained her Real Estate license in 2009 – 2 years later she returned HOME to Arizona – Helena joined American Title Service Agency in 2014 where she continues to serve as an Account Manager for the Residential/Commercial/and Investor communities including being on the Commercial Council with the Scottsdale Area Association of Realtors & is a member of the Ladies of IMPACT Mastermind.

Helena has 2 children, Alex (an Architect) 28 and Tori (an enlightened entrepreneur) 24 – she resides in Las Sendas with her husband of 6 years, John.- and 2 fur babies June-bug & Dexer.

Wishes Come True creates an accountable weekly process that elevates your energy, clears out the resistances and then energizes your goals so you can begin to tap into your own inner power and essence of who you are. Wishes-Come-True

Yes, real estate is a fabulous vehicle for wealth and income and I have been blessed with what it has provided for me and my family.

But beyond that, being fulfilled, seeing other’s light up and succeed to create a life they love and having their wishes come true is the biggest gift I could get!

Wishes Come True Membership, where you can start creating a life you love! We also have Additional Energy Clearings and Abundance upgrades I have added in as a bonus to you!

Theresa-Sage-Phoenix-Business-RadioXTheresa Sage combines high-performance business consulting with the spiritual side of flow and zone for greater fulfillment with her clients.

She is a real estate investor and has run multi-million dollar real estate companies and consulted for small and medium companies, $0-60 million in revenue.

As a high-performance coach, business consultant, and energy worker, she has transformed people’s business and personal lives worldwide, and has helped them progress on their path.

She finds her greatest passion is helping her clients overcome the hidden obstacles that keep them from reaching their highest potential. As a Success Coach, she uses her talents and skills to guide people to connect to their inner power and energy to reach faster results with greater fulfillment and joy.

Anyone can benefit from the consciousness-evolving framework that has helped people worldwide create a life far beyond what they could have imagined.

Connect with Theresa on Facebook.

ABOUT Deep Impact Leadership The Art of the Connected Conversation

Negativity, sabotage, self doubt, and more are a part of cyclical thinking, leading to cyclical results. The National Science Foundation summarized a study on human thoughts per day. It is said that the average person has about 12,000 to 60,000 thoughts per day. Of those thousands of thoughts, 80% are negative, and 95% are the very DeepImpactLeadershipPodcastSquare1500x1500 same repetitive thoughts as the day before.

If our minds are prone to negative and cyclical thinking, how do we move beyond this mundane programming to achieve professional and organizational success and significance? 

We must master our intrapersonal and interpersonal communication. Impactful leadership requires effective communication within ourselves and with others. 

This radio show and podcast is dedicated to exploring the magic in “connected conversations”. Listen in as these pros share the tips, tricks, strategies and disciplines that keep them at the top of their game day-in and day-out serving their industries at the highest levels.

About Your Host

Success. It is like a puzzle. You must have the puzzle box lid to see the big picture and know what your life, influence, income, and reach should be.

No matter if we are talking about:

  • How to take your skillset and grow it into a multi-million dollar business.
  • How to take your business brilliance and build it into lifelong influence and buying customers.
  • How to overcome those moments of overwhelm and self-sabotage (all together or at least a heck of a lot faster), so you can hit those next levels of success sooner and stronger.

Karen Nowicki has you covered.

Karen-Nowicki-Phoenix-Business-RadioX

The ultimate problem solver and solution finder, Karen’s natural perspective is understanding what you want, need, and how to make it a reality.

With advanced training and certifications in several modalities and disciplinary specialization, including: Facilitative Leadership, Organizational Development, Strategic Planning, Trauma Integration & Shadow Integration, Karen knows the business of business as well as the business of people. She will nudge you, walk alongside you, and guide you along the way.

No matter if you are building your industry influence, client relationships, or working on how to grow, scale, or accelerate your business to the next level, Karen is dedicated to helping you build your success puzzle while showing you the hidden opportunities that await.

Connect with Karen on LinkedIn, Facebook and Instagram.

Tagged With: Escrow, Performance Energy Coach, real estate closing services, title, title and escrow services

Financial Freedom E89

January 26, 2022 by Karen

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Austin welcomes Dan Beck, CEO of 401Go, to this episode of Tycoons. Dan shares some really valuable advice on retirement savings accounts and the benefit his company provides in making the process as efficient as possible.

401Go has an automated program that reduces human error to save wasted time and provide accurate information. They have built complex software that considers the behavioral element in terms of how people save and invest.

Dan talks about the importance of starting your retirement savings as early as possible and consider working with an advisor for maximum benefit. These steps could help you reach your goal of financial freedom.

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401GO is a new generation of retirement tools for a new generation of workers. It was founded to provide working Americans and small businesses greater financial freedom through inexpensive and worry-free work-sponsored retirement plans.

They are focused on making 401k plans more accessible to small businesses. Automation and technology have removed the complexity, plans are setup in minutes instead of weeks all at an affordable price of $9/user/month.

Dan-Beck-Tycoons-of-Small-BizDan Beck’s love’s small businesses! Having started and been involved with over a dozen small businesses and startups, he quickly realized that in business, size doesn’t matter – people matter.

By building up people and creating a company that people want to work for, a company will end up with products and services that everyone wants to buy. Culture is king!

After multiple successful exits from prior startups, he is now dedicated to helping small to medium sized businesses build a culture of caring.

As one of the co-founders of 401GO, he has enabled companies to show their level of care today by providing a benefit that is enjoyed in the golden years of the future.

Connect with Dan on LinkedIn.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

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Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-4201141-011822

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: automated 401k plans, fintech 401k, small business 401k, small business benefits

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