ProfitSense with Bill McDermott, Episode 14: Lisa McGuire, Marketing Consultant; Andrew Sullivan, Sullivan and Schlieman Wealth Management; and Craig Pate, Wilson Lewis
Host Bill McDermott is joined by marketing consultant Lisa McGuire, Andrew Sullivan of Sullivan and Schlieman Wealth Management, and Craig Pate, CPA, with Wilson Lewis. “ProfitSense with Bill McDermott” is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.
Lisa McGuire, Business Growth Advisor and Marketing Consultant
When the rules of business shift, one thing stays the same. Businesses need to be clear about the value they offer and communicate it effectively to the marketplace.
This is exactly what Lisa McGuire helps her clients do. Lisa McGuire is a Business Growth Advisor and Marketing Consultant to professional services and personal brands (coaches, consultants, authors, speakers). She leverages her experience as the marketing leader of a startup, where she created the brand position and message that grew a vision-based company to raise $50M in capital funds with an $18M annual operating budget.
Integrating her strong background in educating others, Lisa equips her clients with strategies to align their teams, attract and convert leads, boost revenue, and retain clients. She is a StoryBrand Certified Guide, Business Made Simple Coach, workshop speaker, and the co-host of the Business Growth Insiders Podcast.
Andrew Sullivan, Managing Partner and Wealth Advisor, Sullivan and Schlieman Wealth Management
Andrew Sullivan is managing partner and wealth advisor of Sullivan & Schlieman Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial and income planning, as well as strategic and tactical portfolio construction and management.
Prior to forming Sullivan & Schlieman Wealth Management, LLC in 2008, Andrew was a financial advisor and senior vice president at SunTrust Investment Services for nearly 20 years. He has been in the financial services industry since 1989.
Andrew graduated from The University of Georgia with a bachelor’s degree in finance and received a master’s degree in international business from Georgia State University. He is a CERTIFIED FINANCIAL PLANNER™ designee, earned through studies conducted at Oglethorpe University.
Currently, Andrew is a member of the Board of Trustees for Children’s Healthcare of Atlanta Foundation Board and a member of the Annual Fund Committee for Children’s Healthcare of Atlanta. Andrew sits on the Student Affairs Development Board and is Chair of the Emerge/Leadership Programs Subcommittee for Auburn University.. Andrew is a former member of the Terry College of Business Alumni Board. After 7 years of committed service to The Schenck School, Andrew was named to their Emeritus Board. He served on the Executive Committee and was Chairman of the Board of Trustees at The Schenck School, where he also served as Chairman of the Financial Aid Committee He served on the board for Habitat for Humanity North Central Georgia, and served as the organization’s treasurer. Andrew also served on the Development Committee for Wesleyan School for four years. In 2011, in recognition of Andrew’s community involvement, he was nominated for the Turknett Leadership Character Award.
Andrew and his wife Donna reside in Alpharetta, GA with their two children, Drew and Katie. He spends his free time with his family. They enjoy frequent trips to their house on Lake Hartwell. Andrew is also an avid hunter, traveling across the U.S. and various other countries for the sport.
Craig Pate, CPA, CFE, Partner, Wilson Lewis
Wilson Lewis is a certified public accounting firm that serves the Atlanta metro area including downtown Atlanta, Midtown, Alpharetta, Buckhead, Brookhaven, Cumming, Decatur, Duluth, Dunwoody, Gainesville, Marietta, Roswell and Smyrna (Georgia) with audit, tax, accounting and advisory services
Craig is a Certified Public Accountant and Certified Fraud Examiner. He has over twenty years of experience in the construction industry.
He is responsible for performing and supervising client engagements for the firm, including audits, reviews, and compilations of financial statements. He is a part of the firm’s fraud consulting and investigation services.
About “ProfitSense” and Your Host, Bill McDermott
“ProfitSense with Bill McDermott” dives in to the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community and their profession. The Show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.
Bill McDermott is Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.
Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling and gardening.