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PHELAN & MYERS 2 FOR 20: Meet Scott and Kevin

September 8, 2021 by Mike

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

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

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

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

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

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

Phone: 678.448.4841
sphelan@janney.com

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

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

Phone: 678.448.4842
kmyers@janney.com

James Spurgeon with Paradigm Security Services

September 6, 2021 by Mike

James Spurgeon/Paradigm Security Services

Over 150 years in law enforcement, private security and administrative services have created a company that is experienced in the field of security. Paradigm Security Services provide their employees with the best equipment, a supportive work place, and current industry knowledge, while providing clients with a safe and secure environment. Paradigm Security’s goal is to provide clients with trained professionals that will provide not only a safe and secure environment, but enhance the image that the client company wishes to present to its customer and to the public.

CASE IN POINT is presented by:

Opening Statements in a Jury Trial

September 1, 2021 by Mike

“Injury Insider with Derek Hays” answers legal questions and debunks personal injury myths with insight and expertise. For 25 years, Derek has exclusively represented injured parties in Georgia. Now, he’d like to put that knowledge to work for you!

On this episode, Derek announces the opening of his second law office in Watkinsville, GA and also discusses the importance of opening statements in a jury trial.

“Injury Insider with Derek Hays” is brought to you by Status Home Design, your one-stop-shop for all your home and gift needs.

About The Law Office of Derek M. Hays

The Law Office of Derek M. Hays is located in the heart of downtown Lawrenceville at 30 Lumpkin Street, Suite C in Lawrenceville, GA . We are just minutes away from the Lawrenceville Square and Gwinnett Justice and Administrative Center.

Derek Hays, owner and founder of the Law Office of Derek M. Hays, is among Georgia’s elite trial lawyers, recognized for his work on behalf of victims of car wrecks, nursing home negligence and other personal injury claims. He has successfully obtained approximately $125,000,000 in combined verdicts and settlements in his almost 25 years practicing law. Nationally, he is one of America’s Top 100 Lifetime Achievement Award recipients, earned by the most skilled and ethical attorneys. Derek M. Hays has also been honored as Gwinnett Magazine’s “Best of Gwinnett” every year since 2015 as well as being a valued member of the Million Dollar and Multi-Million Dollar Advocates Forum.

Mr. Hays believes communication is key and this sets him apart from other firms. He is committed to clients and manages each case while discussing all aspects of your claim with you from the beginning, answering questions and guiding you through the process to maximize your compensation.

Call for a free, no risk case evaluation – 404-777-HURT

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Commercial Banking at Regions

August 28, 2021 by Mike

Regions Business Radio” covers financial topics such as banking and lending, mortgages, wealth management and more. The program also allows listeners to get to know some of the top executives from Regions Bank. This episode features Brian Willman, Executive Vice President, Head of Commercial Banking.

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

About Regions:

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

Investing for the Long Term: What You Need to Know

August 26, 2021 by Mike

David Bibicoff/Strategies For Wealth

For the last 25 years, David Bibicoff of Strategies for Wealth has been educating, empowering, and coaching corporate executives, attorneys, financial professionals, and entrepreneurs through a macro-economic wealth planning process. This macro-economic process consists of four modules, each with a specific objective. These four modules are the Cash Flow Clarifier, Investment Confidence Builder, Wealth Protect, and Future Lifestyle Realization.

In an industry predominantly focused on wealth accumulation, David’s end in mind approach takes the focus beyond that to one of wealth utilization.

Fred Kettler/Kettler Financial

Founded by Fred Kettler in 1992, Kettler Financial is a well respected, full-service independent insurance and financial services firm serving South Florida businesses and the community. Fred Kettler is a trusted professional specializing in Personal Retirement & Income Planning Strategies, Asset Management, and Employee Benefits. Fred has over 30-years of industry experience providing insurance based retirement planning, income protection, as well as employee benefits to businesses. A native New Yorker, Fred’s first five years in financial services, as both Advisor and Sales Manager, began in 1987 with Prudential Financial in Santa Monica, CA.

Expanding his practice upon moving to South Florida in 1992, Fred formed Kettler Financial, a full service financial advisory agency and leading provider of both personal financial security planning for individuals, as well as employee benefits for companies. Motivated to best organize the financial lives of his clients, Fred has incorporated a wide-angle, holistic in nature, financial guidance “philosophy of care” that works. Most people use traditional financial methods, theories, and conventional wisdom as a reason to take on increased financial risk. Instead of putting your assets fully at risk, they consider your complete financial picture and assure your financial security first.

CLICK HERE to watch the Zoom video of this episode.

About Gaslowitz Frankel:

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

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

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

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Attachment Styles and Relationships (Part 2 of 2)

August 25, 2021 by Mike

In the second part of her 2-part series, Dr. Genie Burnett, CEO and Clinical Director of Manna Fund, discusses attachment styles and relationships.

About Manna Fund:

Manna Fund is a 501c(3) non-profit organization dedicated to providing hope and financial assistance to individuals who need eating disorder treatment scholarships. Manna provides funding for inpatient, residential, partial hospitalization, and intensive outpatient eating disorder treatment for individuals lacking insurance coverage or for those with inadequate insurance coverage. Manna Fund grants scholarships to recipients by providing direct payment to partnering eating disorder treatment facilities.

Their mission is to address the epidemic of eating disorders by providing prevention, education, research, and financial assistance for treatment to all qualified individuals through well-administered programs.

Presented by

Latest Trends in Interior Design

August 25, 2021 by Mike

Let Leta take you on a journey of faith, life, travel, and interior design. Leta Brooks is the star of the hit podcast “Status Life With Leta.” Reaching a record number of downloads in a very short amount of time, Leta engages her audience with her honesty, captivating stories, and her talent for teaching. “Status Life With Leta” is a lifestyle podcast and blog which focuses on everything you need to know to enhance your life, your health, and your home.

Leta uses her 20+ years of experience as a practicing interior designer to teach trends, design styles, and tips on how to make a house a home. She also guides her followers to a lifestyle of better mental, physical, and spiritual health. With her “sweetie”, Derek Hays, as her co-host, they entertain listeners with playful banter and real life situations. Her mission is to help each and every listener #designyourlife.

Status Life with Leta is brought to you by Status Home Design, and by the Law Office of Derek M. Hays at 404-777-HURT.

Leta Brooks/Status Home Design

Status Home Design is a 12.000 sq ft retail store located in the Kohls Plaza of Hamilton Mill at 2240 Hamilton Creek Pkwy, Dacula, Georgia. They have 70 different merchants inside the store selling furniture and home goods of various styles. Their Status Carpenters can rehab, refinish, or repaint almost anything. This fantastic team of carpenters also custom builds tables, bookcases, cabinets, and barn doors. Status Design Studio, Inc., their award winning full-service interior design firm is also located inside the store. Their designers, provide exemplary service for all your home and business needs. Status Home Design’s knowledge of the latest trends and access to an abundance of manufacturers for furniture and all home decor items, sets them apart from the rest. Last, but certainly not least, they have an in-house seamstress and upholstery workshop.

Contact Leta at lbrooks@statushomedesign.com

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Status Home Design and Status Life with Leta

The Story of IntegriCom

August 23, 2021 by Mike

Randy Brunson/Centurion Advisory Group

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

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

Sandy LeRoux/Centurion Advisory Group

Sandy LeRoux, has been with Centurion Advisory Group since early 2015. She serves as co-advisor and team lead and has primary responsibility for a number of client relationships. Sandy is a skilled and dedicated Financial Planner with more than 20 years’ experience in the executive level of business and finance. For 15 years, she served as Controller and Human Resources Administrator for LeRoux Entertainment, a multimillion-dollar company with over 250 employees in six states.

Following her desire to serve the broader community, Sandy served as the Executive Assistant to the lead pastor of The Bridge Church. During her time there, she especially enjoyed developing strategic pathways and action plans based on the priorities, vision, and initiatives of the pastor and congregation. Sandy also worked at the executive level of First Covenant Bank in Roswell, GA. Her talents in the financial and faith-based organizations are what led her to Centurion Advisory Group.

Sandy received her Bachelor’s Degree in Finance with a Minor in Accounting from UGA and her MBA in Corporate Finance from Georgia State University. Currently, Sandy is working towards her Certified Financial Planner (CFP) designation.

Anja Thain/IntegriCom

IntegriCom delivers reliable IT services for small business. Following a process that has been proven over decades, their clients gain peace of mind as they fully manage their IT – from cybersecurity and cloud services, to networks, computers, and telephone systems.

IntegriCom is a family-run business that brings three unique qualities to the table. First, they guarantee a quick and consistent response. Second, they are deep security experts and relentless at improving their abilities. Third, they build and value friendly and loyal relationships as they strive to serve clients in a selfless, joyful, and professional way.

Stewarding Family Wealth is presented by

Bronkar Lee with Spread the Good Stuff

August 19, 2021 by Mike

Bronkar Lee/Spread the Good Stuff

When you meet Bronkar Lee with Spread the Good Stuff, he will ask you, not “What do you do for a living?”, but “How do you define yourself as a human?” It might sound like a deep question for a first meeting, but it gives a lot more insight into the core of a human being than a job title often does.

Bronkar is a father of two spirited boys, a lover of nature and music, and a believer in the magic that the universe has to offer us. He values connection. He embraces laughter and silliness, adventure and curiosity. And above all, he sees the potential in others. The potential for greatness, kindness, and inspired living.

Bronkar started his journey as a musician (he now plays over 40 instruments!) and took his musical skills into circus training, where he ended up touring Europe as a ringmaster in a world-renowned circus. He flourished in the entertainment industry, building a one-man show that led him to appear with Jay Leno on the Tonight Show and star in a SuperBowl commercial. His entertainment show evolved into an inspiring and engaging keynote presentation, which he brought to corporate audiences, offering unique insights into learning, creativity, and innovation. In fact, he performed over 5000 live events for companies like Google, Facebook, YouTube, and Disney Cruise Lines. He even beatboxed with his son in a viral video that received over 200 million views.

Spread the Good Stuff was born knowing that we all have the capacity to give joy and positivity to others, and that what we give ripples out infinitely, is a powerful realization. We often disregard the simple things, brush them off as unimportant or trivial, when in fact it’s these simple things that make all the difference in the world.

Mark Galvin/ePresence

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