Greg Lewis, Tennessee Center for Family Business, Erica Dumpel, CDA Inc., and Monte McDowell, ARCpoint Labs of Atlanta-Northeast (Family Business Radio, Episode 27)
Family businesses are in the spotlight on this episode of Family Business Radio with host Anthony Chen. Greg Lewis of Tennessee Center for Family Business worked for years in the family business and chose to use his experience to help other family businesses. Erica Dumpel founded CDA, Inc. to deliver affordable health insurance, and now her son is actively working with her. Monte McDowell of ARCpoint Labs chose to leave corporate work and purchase a lab services franchise and go into business with his wife. Anthony wraps up the episode with a commentary on the importance of talking with loved ones about the legacy they want to leave through their investments. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.
Greg Lewis, Co-Founder, Tennessee Center for Family Business
The Tennessee Center for Family Business is a family business advisory group. They help business owners deal with the unique challenges of working together in a family business, plan for a successful transition and working together create a lasting family legacy.
Greg Lewis is co-founder of The Tennessee Center for Family Business. He is an expert in organizational management, team building, and generational leadership transition. His servant leader approach and 30 plus years of experience in building and leading his own family businesses make him a valuable resource to family business executives who want to become more effective leaders as they deal with the unique mix of family and non-family team members, values, culture and processes in which their family business operates.
His clients work in a variety of industries including manufacturing, transportation, supply chain, nonprofit, retail, healthcare and agriculture.
Greg is a frequent speaker on leadership and social enterprise. He serves as a Master Mentor at The Nashville Entrepreneur Center as well as a Mentor in Residence at The Wondr’y Innovation and Entrepreneurship Center at Vanderbilt University. Greg has a passion for working with the next generation of entrepreneurs and family business leaders.
Greg received his Bachelor’s Degree from the University of Tennessee Knoxville and holds leadership certifications from the Keller Graduate School of Management at Northwestern University and the Center for Association Leadership in Washington, DC. He is a certified trainer with the Ken Blanchard Companies in Situational Leadership II ®, the most taught leadership model in the world.
He is an active member of the Franklin Rotary at Breakfast where he recently served as President. In his spare time, he loves spending time with family and friends, being outdoors and cooking.He is a certified Kansas City Barbeque Society Judge.
Greg lives in Williamson County, Tennessee with his wife and business co-founder, Jennifer, and their golden retriever, Giggles. He has three beautiful daughters, a great son-in-law and grandson. Greg loves being outdoors, gardening, travelling, cooking and spending time with family and friends.
Erica Dumpel, Founder and President, CDA Inc.
Czajkowski Dumpel & Associates, Inc. (CDA, Inc.) started as a boutique benefits agency in 1975 in the New York City market. Since moving to Georgia in 1981 many small to mid-market companies have benefited from CDA, Inc.’s willingness to look beyond traditional options for solutions to pay for employee healthcare costs.
CDA Inc. shops the market for the best benefit packages available to small companies and individuals with special consideration to claims that might be incurred specifically to the age/gender/family makeup of the group. The agency has grown from two to six individuals plus affiliated partnerships in order to provide the most expert and highest service levels possible. Continuation and succession planning is in place to guarantee ongoing levels of service and care to agency clients without interruption in case of any individual’s inability to perform at the levels of excellence our clients have come to expect.
Erica Dumpel is a co-founder and president at Czajkowski Dumpel & Associates, Inc.
Monte McDowell, ARCpoint Labs of Atlanta-Northeast
ARCpoint Labs of Atlanta-Northeast is a full-service lab collection service in Duluth, Georgia. They provide testing in the areas of drug and alcohol, DNA, and other clinical health and wellness lab services. The lab is a trusted partner for business and individual consumers. The business supports a wide range of professions including legal/judicial, medical, and government.
Monte has a background of over two decades in HR. In 2o20 he decided to take the leap to get into a franchise and chose ARCpoint Labs. He and his wife run the business together.
Anthony Chen, Host of Family Business Radio
This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at firstname.lastname@example.org.
Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.