In the first part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel.
Drew Gilbreath/Sutter, Mclellan & Gilbreath
Sutter, McLellan & Gilbreath prides itself on being an independent agency and its ability to create a strategic business partnership between their client, their carrier and their community. Through mutually beneficial alliances, Sutter, McLellan & Gilbreath provide tailored services and products compatible with your expectations. SMG will communicate clearly and keep the program design concise. Brady is the only broker at the agency that focuses solely on employee benefits.
Cole Porter/Porter Steel
In business since 1983, Porter Steel is one of Atlanta’s premier providers of structural steel, miscellaneous metals, and architectural metals to General Contractors and other fabricators in the area. Additionally, they have a custom manufacturing division where they partner with other manufacturers in completing the steel portion of their product.
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.
Stewarding Family Wealth is presented by