Karen, Author at Business RadioX ® Page

The Power of ESGR Volunteerism E2

November 21, 2020 by Karen

Phoenix Business Radio

The Power of ESGR Volunteerism E2

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The Power of ESGR Volunteerism E2

“We all Serve” is the ESGR motto and it’s a labor of love for the hundreds of volunteers across the nation who support the organization through their donated time and expertise. Although ESGR is a Department of Defense program, it’s run almost entirely by volunteers.

We explore the power of volunteerism in the latest ESGR podcast produced by Phoenix Business RadioX. The power and emotional rewards of volunteering come to life in the latest Arizona ESGR podcast. We’ll hear from individuals who have spent decades donating their time and talents to support Guard and Reserve members and those who employ them. Learn how this labor of love is vital to our national defense and today’s all-volunteer military.
#ESGR #CitizenSoldier #Guard #Reserve

Scott Essex began his career in banking in 1975 and was the Manager of the Mortgage Department at Citizens Bank in Flint Michigan when he moved to Arizona in 1986 after graduating with a BS from Michigan State University and an MBA from the University of Michigan. Initially, he worked for The Arizona Bank then Northern Trust before managing the Trust Department for Biltmore Investors Bank in Phoenix.

He retired in 1998 from his career in banking to be with family, travel, write novels and is currently marketing two books and working on three others.

Retirement took a different direction than anticipated. Scott found himself heavily involved in community service on many different levels, serving on the boards of the Maya Research Program at TCU, the New School for the Arts in Tempe, Project Challenge, 161st PANG Patriots and Tempe Sister Cities. He served on various committees for the Fiesta Bowl Committee, the Tempe Diablos, Diplomats and Military Affairs Committees, the Tempe Municipal Arts Commission and Michigan State West Coast Regional Council and local alumni board.

Scott has been a volunteer for the Employer Support for the Guard and Reserve (ESGR) since 1989. Chaired the AZ ESGR State Committee from 2006 to 2012 and the ESGR National Subcommittee on Outreach 2008-2010, switching over to a staff position 2012 to support Service Member employment and volunteer activities.

Mitch Wentzel has worked for TriWest for two years serving as the Program Manager for Small & Disadvantaged Businesses. His job is to seek out and engage with small businesses that are certified in the following categories: Service Disabled Veteran Owned, Veteran Owned, Woman Owned, Minority Owned or are located in a HUBZone.

Mitch served in the Marine Corps Reserve for thirty years and retired as a CWO-4. He served in Operation Desert Shield/Storm in 1991 and Operation Iraqi Freedom in 2003. Both of his sons currently serve in the Marine Corps. Along with volunteering with the Marine Corps Scholarship Foundation, Mitch is also on the Board of Directors for the Veteran’s Heritage Project.

He also currently serves in the volunteer role of Employer Outreach Director for the Employer Support of the Guard and Reserve (ESGR) AZ.

Follow TriWest on LinkedIn and Facebook.

About Your Co-Hosts

Dan Irving is Arizona State Chair of Employer Support for the Guard and Reserve. During a 38-year career in the Arizona National Guard, he served as the Arizona Air Guard’s Command Chief Master Sergeant and the senior enlisted advisor to the Arizona Adjutant General.

Today, Dan owns and operates Irving Management Solutions, a consulting company specializing in aviation Part 145 FAA repair stations.

Mike Phillips is the public affairs director for Arizona ESGR. He is a Marine Corps veteran who spent a career in journalism and municipal communications.

Mike is a freelance writer and co-founder of the Arizona Baseball Legacy and Experience, an organization that celebrates the state’s rich baseball history.

About ESGR

Employer Support of the Guard and Reserve is a Department of Defense agency run almost entirely by volunteers. Its mission is to support Citizen Soldiers and those who employ them. It seeks to promote a culture in which all American employers support and value the military service of their employees.

About the “We All Serve” Podcast Series

Members of the National Guard and Reserve are making a difference every day near home and around the world. The ESGR podcasts celebrate that service and the employers who support our “Citizen Soldiers” and their vital contribution to our national defense.

Cleanliness Leads to Business Success E29

November 19, 2020 by Karen

Phoenix Business Radio

Cleanliness Leads to Business Success E29

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Cleanliness Leads to Business Success E29

Mike Derryberry is the Co-Owner and Chief Visionary Officer for Compass Cleaning Solutions. He has degrees in Political Science and Business Administration as well as a Masters Degree in Theology. In 2019 he wrote and published his first book, HARD KNOCKS, A Real World Education in Business and Personal Growth, which chronicles the lessons learned over the last two decades as a small business owner.

If you have thought that janitorial services is a necessary expense that you incur as a business, rather than something that increases the bottom line, you need to listen to Mike describe what they do for businesses and how their culture carries over to their janitorial services customers.

Compass Cleaning Solutions is a franchise based commercial janitorial company serving customers throughout the Phoenix metropolitan area and other outlying areas. Currently Compass has nearly 100 franchise owners across the valley, while servicing close to 600 monthly and regularly recurring customers ranging from medical to industrial, education to Golf courses and of course general office space to restaurants. The franchise owners are supported by a staff of 11 located in their Tempe corporate office.

Beginning in 2004 the objective has always been to accomplish two things, change the public perception of Janitorial by raising the standards of supplies, tools, equipment and education and empowering small business development. From the beginning it was clear that many companies had not progressed from decades old methods and products. “Being an outsider to the industry gave us an advantage. We had no bias toward traditional methodology and coming from a technology world there wasn’t any fear of the options available.”

Over the last 16 years as others began to adopt the same technology Compass Cleaning Solutions had adopted previously, they have been forced to continually reinvent themselves and how they bring service to the business community. Today they offer a wide variety of services under one roof that many do not, allowing them to stay ahead of the needs of all industries due to the changing business environment.

Today their primary focus is on creating and maintaining a culture of excellence and ethics. In 2015 and again in 2016 Compass was selected as a BBB Torch Award for Ethics Finalist. This year, 2020, they were again selected as a finalist … but also were selected as a 2020 Torch Award for Ethics, Winner.

Mike Derryberry is the Co-Owner and Chief Visionary Officer for Compass Cleaning Solutions, an Arizona Franchise based commercial Janitorial Company. He has degrees in Political Science and Business Administration as well as a Masters Degree in Theology. He and his wife Cheri have been married for 44 years and he has two adult daughters. His passion for small business most likely grew from observing his father who owned multiple businesses while growing up.

As Mike entered the workforce it was not clear he would enter into business ownership until in 1979 while in graduate school Mike started a small case work manufacturing company to have an income and flexibility while going to school. The business grew and by the time he had completed his time at school his business had contractors, furniture stores, and custom clients booked for months ahead. He discovered that his passion for creating beautiful and functional furniture combined with his business ‘experience’ gave him the bug.

After selling that business and going back to employment for over a decade he later began a software training and development company servicing the casework industry. But when technology ‘displaced’ his business it was time to find something more permanent with his wife and partner. For 16 years they have been building a network of small businesses via franchising with a singular goal, ‘to change the public perception of cleaning’. Mike often repeats the mantra, ‘We exist to partner with other businesses to increase their Productivity, Profitability, and performance by creating clean, healthy, safe and organized environments’. He says, ‘Our cause is to raise the standard of clean by empowering entrepreneurship’.

In 2019 he wrote and published his first book, HARD KNOCKS, A Real World Education in Business and Personal Growth, which chronicles the lessons learned over the last two decades as a small business owner. He is a regular contributor and speaker for BNI Arizona and an advocate for small businesses across all industries.

Follow Compass Cleaning Solutions on LinkedIn, Facebook and Twitter.

About Your Hosts

Austin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial 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.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) 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.

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

Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 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 YourFuture Planning Partners to help business owners and their families. At YourFuture, 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, YourFuture 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.

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 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.

About The Tycoons of Small Biz Sponsor

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

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 Financial and Your Future Planning Partners are marketing names for registered representatives of Lincoln Financial Advisors Corp. CRN 3314478-110320

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.

David Burckhard with Valley of the Sun YMCA E17

November 16, 2020 by Karen

David-Burckhard-with-Valley-of-the-Sun-YMCA-feature1

Phoenix Business Radio

David Burckhard with Valley of the Sun YMCA E17

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David Burckhard with Valley of the Sun YMCA E17

Co-hosts, Jennifer Burwell and Kyle McIntosh had a wonderful conversation with David Burckhard, Executive Director of the Valley of the Sun YMCA, on this episode of MAC6 Community Connection Radio Show and Podcast. They talked about the power of community and the unique role the YMCA has played in the lives of many.

With all that has been going on in our world, it is critical that we have businesses like the YMCA to help people get through these trying times.

Dave Burckhard and his staff have played a critical role in providing emergency childcare services throughout the pandemic. They are also providing Thanksgiving meals to those in need. The Tempe community is stronger because of leaders like Dave and the YMCA.

Fun fact – each YMCA is empowered to serve their community in a way that is most helpful – each Y will look and operate differently.

The Y is for EVERYONE. The Valley of the Sun YMCA is not only one of the oldest nonprofits in the state of Arizona, we are also one of the largest. Born in 1892, before Arizona became a state, we serve over 100,000 families and are located in 17 communities across the state.

At the Y we value the little things, and believe healthy living is not just a fad, it’s a way of life. We are a community, and a family, embracing today’s social responsibilities together. For over a century we have been developing healthy minds, bodies, and spirits.

The YMCA is so much more than a gym and is for everyone. Through our initiatives, programs, and services youth realize their potential; teens and young adults prepare for college; families spend time and have fun together; people are healthier in mind, body, and spirit; job seekers prepare for employment; newcomers are welcome and embraced; a nationwide service ethic is fostered; and so much more.

Dave Burckhard is a YMCA professional and serves as The Executive Director of The Tempe Family YMCA, a branch of The Valley of The Sun YMCA.

Dave was born and raised in New York, and received his Undergraduate and MBA degree from Springfield College, in Springfield, MA. Dave has been working for the YMCA since his graduation in 2012.

Dave and his family relocated to Arizona in 2018. He has a wife, and two daughters.

Connect with Dave on LinkedIn and Twitter, and follow the Y on Facebook and Instagram.

ABOUT YOUR MAC6 COMMUNITY CONNECTIONS CO-HOSTS

With a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6. Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space. The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses. Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs. She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC⁶ offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours. Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.

Exploring Sustainability Initiatives E8

November 16, 2020 by Karen

Phoenix Business Radio

Exploring Sustainability Initiatives E8

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Exploring Sustainability Initiatives E8

During this discussion, host Kelly Greene chats with CSO Shalae and their guests Dorie Morales of Green Living Magazine and Tom Mehlert from AzStRUT. They explored sustainability initiatives in Arizona and beyond. The conversation was lighthearted while connecting on big issues like food deserts and the digital divide.

While Tom and Dorie serve the community in different ways, it was a wonderful conversation regarding ways to integrate the networks and utilize resources for the best outcome for all.

Listeners will want to hear the discussion around ways students are taking a more active role in sustainability initiatives and big businesses are tuned in. Building interest in elementary and middle school will help more families become aware about waste. Researching municipality agreements on recycling can help sort the materials before they reach the bins. Working together will make a difference and asking youth to be involved will be the change we need to see for our future.

Green Living magazine is the premier Arizona eco-conscious lifestyle magazine centered on your daily life and the way you express yourself. We offer the latest in products, fashion, wellness, and home while enlivening you to make a difference in our environment. Our content is modern and has a wide-spread reach. Green Living magazine is designed to empower you with new ideas and inspirations using nature’s resources to lead you to a more sustainable you.

Dorie Morales is the Publisher and CEO of Green Living magazine, Arizona’s premiere eco-conscious lifestyle publication. The monthly publication aims to educate, inspire and empower readers to make eco-conscious choices for a healthy life and healthy planet. Our Vision is a world where we leave the earth a better place today and for future generations.

A magazine veteran, Dorie Morales has been in magazine publishing since 1997. She started at Apartment Guide magazine as a sales representative and was quickly promoted to publisher.

Dorie Morales left Apartment Guide in 2004 to embark on a new business venture: partner in the start-up print publication Apartment Showcase. Three years later, at the height of Apartment Showcase’s success, The Apartment Finder purchased the magazine, and Dorie Morales continued as publisher.

In 2010, Dorie Morales partnered in her second start-up magazine, Green Living Magazine. The magazine was met with warm reception when it debuted, as it provided a functional and fun approach to leading a sustainable life, and continues to do so today.

Dorie Morales is deeply rooted in the Phoenix “green scene.” She is involved in many organizations that focus on sustainability, including the Arizona Green Chamber of Commerce, Arizona Forward, Local First Arizona, Arizona Foundation for Women and USGBC Arizona.

Currently, she sits on the board of the USGBC Arizona chapter and was a past board member of the Green Chamber of Commerce and has been on the Phoenix Final Four sustainability committee. In previous years, she served on Arizona Forward’s Environmental Excellence Awards committee, sat on the Central branch of the USGBC and was co-chair of the trade show, membership committee, associate member council, and Big Hearts for Little Hands committees of the Arizona Multi-housing Association.

Dorie Morales received a Bachelor of Fine Arts from the University of Arizona in 1993.

Follow Green Living on LinkedIn, Facebook, Twitter and Instagram.

AZ StRUT is a 501c3 nonprofit that supports Arizona’s technical education and a community effort towards a more sustainable future.

Tom Mehlert has over thirty five years in technology and education.

He’s still excited to be with AZ StRUT, an organization that combines computer electronic reuse with technical education.

Follow AZ StRUT on LinkedIn and Facebook.

About Our Sponsor

SciTech Institute™ was established as the Arizona Technology Council Foundation as the conduit for collaboration among STEM industry, academia, civic, and non-profit organizations in Arizona. Now, rebranded and named the SciTech Institute™ the goal centers around aligning assets and resources to motivate individuals to pursue STEM-related educational and career paths or find a passion while engaged in community events during the SciTech Festival.

The Chief Science Officer program highlights the 6th-12th graders that have been selected as leaders in their schools and communities to receive training to build a world-class community of diverse STEM-literate workers and knowledgeable, engaged citizens. Science For All allows for tax credit donations to provide engaging experiences for students while RAIN (Rural Activation Innovation Network) focuses on resources for the rural areas of Arizona.

As a STEM Learning Ecosystem, SciTech Institute™ focuses on collaboration and connecting individuals with opportunities! STEM Professionals are encouraged to engage with the future workforce by serving as a mentor, leadership coach, panelist, keynote and session trainer during a variety of conferences hosted or sponsored by SciTech Institute™ and The Arizona Technology Council.

Teachers and Administrators are invited to connect with the resources available while activating a large network of STEM champions for student projects, judges at events, volunteers, exhibitors and more. SciTech Festival Event Coordinators are supported during the planning and execution of community STEM events around the state by the SciTech STREET Team Members and the growing network of volunteers. The possibilities are endless! SciTech Institute™ looks forward to connecting with you today. Visit SciTechInstitute.org today for more information.

Follow SciTech Institute on LinkedIn, Facebook, Twitter and Instagram.

About Your STEM Unplugged Host

After graduating from Bolivar-Richburg High School in rural western New York and joining the United States Army, Kelly Greene learned quickly to adapt to her surroundings to be successful. She attended Wittenberg University in Springfield, Ohio and played shortstop on the Tiger softball team while earning her Bachelor’s Degree in Elementary Education.

After graduating from Basic Training and Advanced Individual Training, she traveled the world with the military. While stationed in Misawa, Japan, Kelly fell in love with learning about cultures around the world. Even as a deployed Soldier during Operation Iraqi Freedom for two tours, she found opportunities to connect with the local children to form the Victory Base Council Girl Scouts with her fellow servicemen.

In 2013, she was deployed to Afghanistan in support of Operation Enduring Freedom and traveled the country by air and had the opportunity to utilize the most advanced technologies available to the tactical HUMINT operations in theater. Upon return from combat, she retired with 21 years of service and began teaching 6th grade Math.

After being selected as a Westside Impact Teacher of the Year and having her Fiesta Bowl Charities Wish Granted for a morning news studio, she was asked to begin a new class on campus – 7th grade STEM! Using her enthusiastic nature and combined with her strong classroom management she was able to design curriculum based on the Engineering Design Process to have her 7th graders complete a new project every 2 weeks!

She is excited to serve as the Director of Student Success for the rapidly expanding Chief Science Officers Program. Her goal is to push students just a bit outside of their comfort zone so they can see for themselves the power of their own ideas.

About Your Co-Host

Chief Science Officer (CSO) Shalae Clemens is a member of the International Leadership Council and the current CSO of the Year.

She is a freshman at McClintock High School and a 3rd year CSO.

Shalae has a passion for STEM and is using her leadership skills to prepare the STEM workforce of tomorrow.

Connect with Shalae on Instagram.

Todd Belfer Perry Jacobson and Chad Horstman with Canal Partners

November 12, 2020 by Karen

Phoenix Business Radio

Todd Belfer Perry Jacobson and Chad Horstman with Canal Partners

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Todd Belfer Perry Jacobson and Chad Horstman with Canal Partners

Canal Partners is a venture capital firm founded in 2008 in Scottsdale, Ariz. that provides strategic capital to highly scalable, growth-oriented companies with market-proven products and services.

With extensive track records in launching and scaling multiple businesses, Canal Partners aims to form true partnerships with each of our portfolio companies, providing not just the capital but the strategic guidance to empower early stage companies to reach the next level of growth.

Todd Belfer is Managing Partner of Canal Partners. In this role, he is responsible for all aspects of the company including identification of potential acquisition targets, due diligence, financial analysis and final investment decision making. He currently serves on the boards of Allbound, PetDesk, and MobileLogix, among others.

Todd has a long history of entrepreneurship and has been involved with a wide range of businesses throughout his career. In 1990, he co-founded Employee Solutions, Inc., a professional employer organization that he helped take public in 1993. He also co-founded a leading sports nutrition company, M.D. Labs, in 1993 and after realizing triple-digit growth sold his interest to a private equity firm in 2002.

He was a founder of the successful Japanese restaurant chain RA, which has grown to more than 30 locations throughout the US and was sold to Benihana in 2002. In 2002, he founded NETtime Solutions, LLC – a Software as a Service (SaaS) company dedicated to delivering on-demand time and attendance service, which was sold to Paychex in 2014. Additionally, Todd serves on the Board of Directors for Omedix, Deal Current Network, Limos.com, ClickDimensions, and Sauce Pizza & Wine.

He has been a dedicated volunteer with Big Brothers and Big Sisters for over 10 years. Nationally, he is recognized for his work with The American Israel Public Affairs Committee (AIPAC) and received the prestigious Regional Wings of Memory Society “Excellence in Leadership Award” presented by the United States Holocaust Museum in April 2006 for his ongoing support and dedication to the Holocaust Museum and its efforts. He is also a Board Member of Crossroads, a recovery center for men and women.

Perry Jacobson brings nearly four decades of finance and investing experience to his role at Canal Partners where he will be actively sourcing deals, raising capital, serving in advisory board positions and building relationships with investors.

Prior to joining Canal Partners, Perry was a managing director for the New York-based venture and private equity firm Brookstone Partners for more than 15 years. While at Brookstone, he brought in more than $10 million in capital, served on several venture boards, and formed a mezzanine finance fund, which put nearly $5 million to work over a 10-year span.

Perry’s investment career began on the New York Stock Exchange trading floor where he became the youngest floor governor in the history of the NYSE up until that point. He spent 22 years as a floor specialist and then floor governor, where he served on both the technology committee and the market performance committee (MPC), which is a group of NYSE market oversight specialists who monitor specialists’ efficiency in maintaining fair prices and an orderly market.

Chad Horstman is currently a Partner at Canal Partners. In this role, he is responsible for sourcing potential investments, developing relationships with referral sources, conducting market and financial due diligence, and investor relations.

In 2005, he founded Yandy.com after he noticed “lingerie” was a top search term with little competition online. Utilizing his expertise in internet marketing and SEO, Chad built Yandy from a Scottsdale garage startup to a 50M company, offering women, of all sizes, more than 40,000 unique styles of lingerie, costumes, in-house designed swimwear, and a lingerie of the month subscription service. In 2016, Chad successfully exited Yandy.com to a private equity group.

Prior to founding Yandy, Chad spent seven years developing internet marketing strategies as Director of Research and Development at both iCrossing and USWeb, consulting Fortune 500 companies including The Wall Street Journal, CNet, and Pulte Homes, as well as e-commerce sites The Knot and Expedia.

Focused on a commitment to helping others and his passion for giving back, Chad has actively supports the local charitable organization The Joy Bus which delivers meals to cancer patients, as well as the Foundation Fighting Blindness.

Follow Canal Partners on LinkedIn.

Protecting your Privacy E28

November 11, 2020 by Karen

Phoenix Business Radio

Protecting your Privacy E28

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Protecting your Privacy E28

Austin and Landon were honored to have Adam Jackson, CEO of 360 Privacy, as their guest in honor of Veteran’s Day. Adam’s unique background as a member of the elite US Army Special Forces has influenced the way in which he picks his team. He gives some great advice to business owners on the importance of taking your time during the hiring process to ensure employees are the best fit for carrying out operations with highly effective results.

You’ll want to listen in as Adam talks about the need to digitally protect your information and the serious consequences of a data breach. This is a fascinating show to hear about how exposed we truly are and how to better protect ourselves.

Over 280 websites will buy your personal information from data aggregators and sell it to anyone willing to pay a nominal fee for it. This websites offer access to people’s home address, phone numbers, lists of relatives, Amazon wish lists, VIN numbers, and Social Security Numbers.

360 Privacy removes their clients information from these websites then uses both humans and automated processes to follow up daily to ensure their clients information stays deleted.

Adam Jackson founded 360 Privacy in 2020 to help his clients control their personal information.

Prior to founding 360 Privacy, he was responsible for managing the security of Jason Aldean’s tour. Prior to that, Adam served in the US Army Special Forces.

About Your Hosts

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

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.

About The Tycoons of Small Biz Sponsor

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.

We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

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

Financial Goal Planning E26

November 11, 2020 by Karen

Phoenix Business Radio

Financial Goal Planning E26

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Financial Goal Planning E26

Hosts Mike & Rochelle Poulton covered Financial Goal Planning 2020 with guest Rory Stone-Walsh with Hershenberg Stone-Walsh Insurance Services. This episode covered it all, from funding retirement to understanding your health insurance benefits, to why disability and life insurance are critical. We also discussed long-term planning, especially for those planning to sell their business to fund retirement or buy a business in retirement. Lawgitimate wants you to get ahead and stay ahead in law, business, and in life.

If you want to know what should be on your Financial Goal Planning Checklist this episode is for you. Even small steps make a big difference in the long run. Enjoy and tell a friend!

Hershenberg & Stone-Walsh Insurance Services, LLC is a full-service insurance broker. We specialize in helping small and medium size businesses create and maintain their employee benefits program.

We work very closely with our clients HR Dept/Office Manager to create processes which ensure that all employee notices are delivered, all government regulations are being followed and that the employees are well educated on the their benefits package.

Rory Stone-Walsh started with Hershenberg Financial & Employee Benefits in February 2010 as the Employee Benefits Manager and became a partner of Hershenberg & Stone-Walsh Insurance Services in 2014.

Rory helps businesses design, implement and monitor their employee benefits programs. Rory has extensive knowledge on the current ERISA, HIPAA & ACA regulations and helps companies stay compliant. Rory designs employee benefit enrollment websites for our clients to move away from the cumbersome paper and pen enrollments.

Connect with Rory on LinkedIn.

About Your Lawgitimate Hosts

Rochelle Poulton is an attorney and owner of X Firm LLC. Rochelle has been helping people with Credit and Debt issues since 2012, owns several small businesses, and has nearly 20 years of real estate experience.

Rochelle created Lawgitimate to bring in a network of awesome people to raise awareness and educate people about the litany of legal issues she faces everyday at X Firm LLC.

Connect with Rochelle on Linkedin, Facebook and Instagram.

Mike Poulton, with Poulton & Noroian, draws on his knowledge and experience in other fields to serve his clients. As an experienced science researcher, Mike understands technical issues that many other attorneys cannot, and applies that knowledge for his clients’ benefit. His construction management experience also provides him with a broad knowledge base not only in construction law, but also in regulatory compliance, worker safety, and negotiation.

Michael is licensed to practice law in Arizona and is admitted to practice before the U.S. Federal District Courts in Arizona.

Connect with Mike on LinkedIn.

About X Firm PLLC

We help clients improve their financial lives through strategic financial transaction planning. Whether you want to buy a car, a home, or a building, X Firm can help you reach your goals in 3 easy steps.

We are small but mighty and love helping people get back on track financially. Learn more about us at XFirmLaw.com.

Honoring Service and Embracing the Future E1

November 10, 2020 by Karen

Phoenix Business Radio

Honoring Service and Embracing the Future E1

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Honoring Service and Embracing the Future E1

The Rosacci Law Firm was opened in 2001. Antonio has done everything from felony criminal trials in state court to civil rights excessive force trials in Federal Court. He’s argued numerous cases on the appellate level in Arizona and U.S. Courts of Appeals.

He is one of the few attorneys who has been published (won at the Court of Appeals and “made law”). For the last 5 years he has focused his practice on personal injury law (He can represent the “little guy” against the insurance companies and he loves it).

Antonio Rosacci grew up in Prescott and graduated from the Marine Military Academy 1990. He enlisted in the Marines and served from 1991 to 1998. His last last active duty post was Marine Recruiting and he stayed in the reserves through college.

He was a staff sergeant when he was discharged from the Corps. He holds a Bachelors in Philosophy and Italian Literature (double major) from the University of Arizona and a Juris Doctor California Western School of Law San Diego. He’s been a licensed attorney in Arizona since 2000.

TriWest serves our nation’s Veterans in partnership with the Department of Affairs (VA) in administering the Community Care programs. We work alongside the VA as we provide Veterans with access to high-quality health care through our network of community medical services providers.

TriWest is headquartered in Phoenix, AZ and we support the VA Community Care Network in VA Region Four which covers the thirteen western states including Hawaii. Earlier this month, TriWest was awarded the CCN VA Region Five which includes the state of Alaska.

He also currently serves in the volunteer role of Employer Outreach Director for the Employer Support of the Guard and Reserve (ESGR) AZ.

Follow TriWest on LinkedIn and Facebook.

About MCSF

Today’s generation of Marines have made unprecedented sacrifices. And while there are many ways to honor our Nation’s heroes, there is no organization closer to the intersection of real need and lasting impact than the Marine Corps Scholarship Foundation (MCSF).

The Foundation provides need-based scholarships to the children of Marines, Navy Corpsmen and Navy Chaplains who have served in Marine units. Every qualified child receives a scholarship.

About Your Co-Hosts

Victoria Rosacci is the 2019-2021 Co-chair of the Marine Corps Scholarship Foundation Arizona committee and 2021 Marine Corps Scholarship Foundation 10th year Ball.

Victoria a tax attorney in private practice with her husband of 20 years, a US Marine Corps veteran.

Mike Phillips is a Marine Corps veteran and volunteer with the Foundation’s Arizona committee. He recently retired from a 40-year career in journalism and municipal communications.

Mike is a freelance writer and co-founder of the Arizona Baseball Legacy and Experience, an organization that celebrates the state’s rich baseball history.

Keap Co-Founder Scott Martineau E16

November 10, 2020 by Karen

Phoenix Business Radio

Keap Co-Founder Scott Martineau E16

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Keap Co-Founder Scott Martineau E16

Keap (formally Infusionsoft) helps small businesses grow without the chaos. Keap’s industry-leading sales and marketing automation software helps serious entrepreneurs get organized, follow up and automate to create peace of mind, grow sales, and free up time.

Scott Martinueau is the co-founder and chief marketing officer at Keap.

He’s served in several different senior management roles at Keap since founding the company.

Connect with Scott on LinkedIn.

About Arizona Good Business

What is good business? What are local businesses doing to build a better Arizona?

Join Arizona Good Business to hear from local companies who are:

Centering purpose at the forefront of business
Creating social well-being for the community
Prioritizing sustainability and positive environmental practices
Growing strong company cultures through building authentic teams
Ensuring diversity, equity, and inclusion are involved in all business decisions

Arizona Good Business features local business leaders that are redefining what it means to do good business.

About Your Host

Thomas Barr is the Executive Director for Local First Arizona, the largest coalition of local businesses in North America. He advocates for a strong local business community that contributes to building vibrancy, equity, and prosperity across the state. A proud Arizona native and graduate of Arizona State University, Thomas leads the business coalition of Local First Arizona by advocating for the economic and cultural benefits provided by building strong local economies.

Thomas steers the strategic direction of LFA’s major programs and initiatives as well as the engagement of over 3000 businesses across Arizona. As Executive Director, Thomas guides a team of statewide senior directors overseeing the execution of LFA’s communication strategy, major initiatives and key partnerships, as well as the collaboration of over 30 staff implementing work in entrepreneurship programs, small business advocacy, local food initiatives, sustainability, urban development and community building. He frequently speaks to groups locally and nationally, presenting the impact of Local First Arizona and the importance of local economy work in building prosperity.

Outside of Local First Arizona, Thomas has participated in volunteering his time to many causes and organizations throughout the Valley including Young Nonprofit Professionals – Phoenix, Equality Arizona, Alliance of Arizona Nonprofits, Arizona Commission on the Arts, Heritage Square Foundation and Phoenix Legal Action Network. Additionally, Thomas is a 2018 Phoenix Magazine 40 Under 40 honoree, alumni of Arizona Leading for Change, and current participant in Valley Leadership Institute’s 40th cohort.

Connect with Thomas on LinkedIn and Twitter.

Local First AZ

Local First Arizona is a nonprofit organization that celebrates independent, locally owned businesses. We support, promote and advocate for a strong local business community and raise public awareness of the economic and cultural benefits provided by strong local economies. Local businesses contribute to a sustainable economy for Arizona and build vibrant communities we’re all proud to call home.