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Search Results for: kids care

Rescue, Community, and Hope: Tiffany Collins’ Happy Tears Mission

October 29, 2025 by angishields

CBR-Happy-Tears-Feature
Cherokee Business Radio
Rescue, Community, and Hope: Tiffany Collins’ Happy Tears Mission
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Joshua Kornitsky welcomes Tiffany Collins, founder of Happy Tears Cat Rescue, to Cherokee Business Radio for an inspiring conversation about her personal journey from dog lover to passionate cat rescuer. Tiffany shares the evolution of her grassroots nonprofit, highlighting the challenges, triumphs, and the role local community support plays in saving and rehoming cats throughout Cherokee County and beyond. The episode illuminates how one person’s compassion can create lasting change, and explores the emotional highs, logistical realities, and hopeful dreams driving the Happy Tears mission.

Brought to you by Diesel David and Main Street Warriors

CherokeeSponsorImageDieselDavidMSW

Tiffany-Collins-headshotA career executive assistant for companies like Philips Electronics, Coca-Cola and Aflac for most of her work years, Tiffany Collins continues as an EA in corporate America, but 7 days a week works around the clock rescuing kittens and cats, taming feral cats and doing Trap Neuter Vaccinate and Release efforts which led to the start of her 501c3, Happy Tears Feline Foundation Corp in July 2023.

Tiffany grew up in Sulphur, Louisiana and has lived in Georgia over 30 years. Always an animal lover and feels her life is complete and filled with purpose doing the work of a rescue person.

Connect with Tiffany on LinkedIn and follow Happy Tears on Facebook and Instagram. Happy-Tears-logo

Episode Highlights

  • Origin Story: From Dogs to Cats
    Tiffany recounts her unexpected entry into cat rescue, sparked by fostering a friend’s cat during the pandemic, and how this experience revealed her calling to help animals in need.
  • Grassroots to Nonprofit
    The episode follows Tiffany’s transition from casual helper to founder of a formal nonprofit, detailing her work securing a shelter license, building community partnerships, and managing a growing network of volunteers and supporters.
  • Viral Rescue & Social Media Impact
    Listeners hear about the viral TikTok rescue of “Luna,” the Emory University dorm cat, and how social media dramatically expanded the foundation’s reach, increasing adoptions and engagement.
  • Challenges & Needs: The Realities of Rescue
    Tiffany shares candid details about the operational pressures of running a shelter, including the physical toll, fundraising needs for equipment like litter robots and a new truck, and the cost of veterinary care for dozens of cats.
  • How Listeners Can Help
    The episode closes with practical ways for listeners to support the rescue: volunteering, fostering, donating supplies, attending adoption events at Hollywood Feed locations, and spreading the word to help more cats find their forever homes.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. It’s time for Cherokee Business Radio. Now, here’s your host.

Joshua Kornitsky: Welcome back to Cherokee Business Radio. I’m your host, Joshua Kornitsky professional EOS implementer, and I’ve got a great guest here in the studio today. But before we get to that, let me just let you know that today’s episode is brought to you in part by the Community Partners Program, the Business RadioX Main Street Warriors Defending capitalism, promoting small business, and supporting our local community. For more information, go to Mainstreet Warriors. Org and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel, Inc. Please go check them out at diesel. David. Comm. So as I said, I’ve got a really special guest in the studio here today. I’m really, really excited to introduce Tiffany Collins. She’s the founder of Happy Tears Cat rescue. It’s a grassroot organization. Uh, it’s a nonprofit dedicated to fostering, saving and rehoming cats from across Cherokee County and beyond. And really, what began as a single rescue quickly turned into a mission fueled by compassion and persistence. Today, Tiffany balances a demanding career with leading a volunteer driven rescue operation that’s changing lives one cat at a time. Welcome, Tiffany. I’m really happy to have you here today.

Tiffany Collins: Oh my God, thank you. I’m so happy to be here.

Joshua Kornitsky: So let’s begin at the beginning. I always like to ask for what I call the origin story. Right. Um, what brought you to this place in your life? Where? Where? Happy tears, which is an unusual name. I’m going to ask about two. We’re happy tears. Cat rescue became, uh, the driving thing in your in your daily life.

Tiffany Collins: Yes. Um, thank you for asking. And, you know, I was always a dog person. I always had dogs. Um, but then I say I really always an animal person. So, um, what led me to, you know, having a cat was total accident. Um, I got a cat. And that’s what kind of made me start seeing cats. And seeing cats was just almost like I’d never seen them before. Although I know they exist. My mother is the hugest cat lover ever. Okay, so I guess what started was, you know, again, I’m babysitting a cat and this is where the accident comes in. I’m my my dog who was 15 years old. His name was trooper. He was a Pekingese, okay. And I’d had two Pekingese in my life as an adult. Those were my pets. And the next thing I know, my friend, is, during the pandemic, adopting a cat. She’s in an apartment. She is saying, I’m lonely. It’s the pandemic. You know I can’t have a dog. I love dogs, but I think I’m going to get a cat. I went with her to the shelter and we got to looking at kitties. She found one, and it’s. The funniest thing was the cat seemed to like me a lot. And you.

Joshua Kornitsky: Weren’t there. You were just the guest.

Tiffany Collins: Heck, no. I’m allergic.

Joshua Kornitsky: To cats. To keep her. Oh, really, I am.

Tiffany Collins: Which makes everything is so crazy about this whole story. There’s so many things we could probably talk this whole time about how crazy this is, but, um, the kitty, you know, she. Its name was Julia inside the shelter. And my friend kept the name Julia, and I thought some names just fit. But, you know, do you really love a kitty if you don’t name it yourself? And I have an old boss named Julia who I absolutely adore, but I would never keep the name Julia for sure. So this was kind of, like, very telling to me. Although, you know, she gets the cat home. The cat has little quirks about it. I thought they all came out potty trained and used a litter box, but this one was partially using the litter box sometimes and partially not. And my friend was so frustrated. And when she decided I got to go to India, can you babysit this cat for me? And my dog was at the end of his life and had about a month left to to live.

Joshua Kornitsky: This is your your Pekingese trooper?

Tiffany Collins: Yes. And he was 15 years old, so he lived a long, beautiful life. But my friend goes out of the country and I’m babysitting this cat, and I’m posting on social media constantly, like, look at this cat, look at this cat. Everybody’s like, you’re falling in love, Tiffany. And I’m like, no, I’m not. I literally was the last person to know.

Joshua Kornitsky: Isn’t that always the way?

Tiffany Collins: Yes.

Joshua Kornitsky: And how did the dog feel about the.

Tiffany Collins: Oh, he hated her. And she hated him.

Joshua Kornitsky: Certain things are universal truth.

Tiffany Collins: Absolutely. And, you know, it was just weird seeing the cat greet me at the door and things that my dog used to be able to do, but he was so sick that he couldn’t. And it’s like. So my friends over in India, and she she never once called me to say, how’s the kitty doing in five weeks? I always had to tell her. So that was also very telling to me.

Joshua Kornitsky: So little Julie set up.

Tiffany Collins: I, I swear to God. And so the next thing I know, I am like, thinking I need to ask her, does she like this cat? Because I want it out of my house and really, seriously? Okay, at least I thought I did.

Joshua Kornitsky: Right.

Tiffany Collins: And so she and I cried over the phone Together we had this great conversation and I said, I just you haven’t checked on the cat. You’re not trying to hurry up and come back home. And she her family’s in India. India. She doesn’t get to go much. I mean.

Joshua Kornitsky: So she was there.

Tiffany Collins: She really.

Joshua Kornitsky: Really. Family time?

Tiffany Collins: Yes. And she wanted to stay longer because she could. And so.

Joshua Kornitsky: Sure, she’s got somebody watching her cat.

Tiffany Collins: Yeah, well, she ended up not coming back for five months.

Joshua Kornitsky: Oh, wow.

Tiffany Collins: So. But I actually said, let’s go ahead and take this cat back to the shelter. And if not, I can find it a home. I’ll try to find it a home again. I’m no rescue girl. I’m a dog girl I like. So this.

Joshua Kornitsky: Happened. I’m waiting to see where this goes.

Tiffany Collins: Yes. And so the next thing I know, somebody comes over. They’re interested in the kitty. And my friend and I both are on board. That if I find somebody great, they can take the cat. Well, they left, and I called my mother, who’s the huge cat lover, and she’s in Louisiana. And I said, mom, I’m so excited somebody wants this cat. And then she goes, really? Who? And when she said that I could not breathe, I could not talk. I was crying, and I was so upset. I wanted this cat. And I did.

Joshua Kornitsky: Not tell you about Julia. The.

Tiffany Collins: Yes. Oh, Julia.

Joshua Kornitsky: So at this point, do you still have Julia?

Tiffany Collins: Julia is my cat, and her name is Kiki.

Joshua Kornitsky: Okay. So? So Julia. Ni. Kiki, you. You never were able to put her out? No. To adoption. Not not put her out.

Tiffany Collins: No.

Joshua Kornitsky: So you. It turns out you fell in love.

Tiffany Collins: I was so in love with her and I. That’s what started it, really for me. It started me being a cat person. But I’m also a person that only had one pet ever as an adult. One at a time. Like I didn’t want to pay double vet bills. I didn’t want to, you know, double everything up. And, um, having a cat was so much easier. And I thought, wow, I’m going to get a second one. And this is kind of what started me on my journey.

Joshua Kornitsky: Okay.

Tiffany Collins: Because I met some people, I went to a body shop to get my truck fixed, and there were 17 cats in the parking lot.

Joshua Kornitsky: Like, literally, that’s not an exaggeration. 17 a bunch.

Tiffany Collins: Somebody argued that there was only 11. But this lady. No, no, I counted 17. It was a sight to see for me because I was. Now I have a cat. Now I’m starting to see them more. So I see this pile of cats and I ask the body shop owner, I’m like, what’s going on out here? And he says, you want one? And I was like, well, I already have a cat. And I didn’t know what people do about this stuff. And so I went to our local Facebook page, Cherokee Connect here in Woodstock, and I just made a post and took pictures of these cats. And I said, can anybody help these cats? They look like there’s pizza on the on the ground. I mean, these people were just feeding him junk food and.

Joshua Kornitsky: Right.

Tiffany Collins: So I want everybody to be spoiled like my baby, you know? And so I found some trappers who do TNR, which is trap neuter return. Okay, so they trap them, they go get them fixed, and they put them right back where they were. So these people said, yeah, we’ll help. Would you like to learn how to help? And would you like to learn how to do this?

Joshua Kornitsky: And these are the trappers. Okay.

Tiffany Collins: And I was like, not really. Um, I don’t trap animals like. But this one girl said, you know, come do it with me. You’ll get addicted. And I was like, I’m not gonna get. I’m gonna cry when I see a cat in a trap, you know? But sure, as she told me, I saw the cats getting trapped and I thought, oh my gosh, they just run in for the food in the trap. It closes gently.

Joshua Kornitsky: No scariness, no harm.

Tiffany Collins: No. I mean, they’re definitely scared, but they have no reason to be scared. And then you cover the trap up with a blanket. Yes. And so I started doing that. And my thing was I probably did that for several months, but I would cry every time we’d put him back out. I was like, I don’t want him to go back out. I’m glad they’re fixed.

Joshua Kornitsky: Right.

Tiffany Collins: So I wanted to turn the R in return. I wanted to change that to rescue for me. I don’t want to return him. I want to rescue him. And so my friends even said, gosh, we spend so much of our own money doing this stuff. And, you know, they’ve been doing it for years just trapping cats. And some of them said, we’ve always wanted to start a nonprofit, but we just never have. And I said, well, let’s do it.

Joshua Kornitsky: Takes a lot of work, doesn’t it?

Tiffany Collins: It does. And, you know, for some reason, I’m the only one in the group that says, let’s do it.

Joshua Kornitsky: Well, I know a little bit about you from our initial discussion, and it’s up to you whether you want to talk about the other things you do in your life. But you do seem like a highly organized person.

Tiffany Collins: I am. I’m an executive assistant. Um, so I’ve been doing that for 30 years, so I.

Joshua Kornitsky: So you’re used to handling the day to day? Yes. And all of the things that have to get done. And juggling 11 balls and six countries.

Tiffany Collins: Absolutely.

Joshua Kornitsky: And so it was I feel like the universe set you up.

Tiffany Collins: I think so too. It still freaks me out. But there is a universe doing stuff to people, so.

Joshua Kornitsky: So the trappers suggested that or agreed with you that a nonprofit. I want to let you finish your story, but I get so interested. Yes. Uh, the trappers suggested that that they’d always wanted to do a nonprofit. But I take it that you grabbed that concept.

Tiffany Collins: I did, because when they started telling me all the money they’ve spent out of their own pocket. I don’t have that money. I’m paid as an executive assistant. I just don’t have that money. And I’m a single woman. I’m not married. There’s no second income in my house, but I want to do this and I want to figure it out. And so I just slowly started trying things and sometimes posting about a cat that we’re helping. Strangers were sending me $50 or $100 and thanking me for what I’m doing. And there’s all these little things that just kind of put it in motion because I thought, wait, maybe I can do this. And if people help me and we all work together, I can definitely do this. So it’s just it’s strange how it all went down, but that was it. It was.

Joshua Kornitsky: So you became a nonprofit?

Tiffany Collins: Yes.

Joshua Kornitsky: Now, how long ago was that?

Tiffany Collins: That was 20, 23. Uh, well, at the beginning, at the end of 2022 is when I started, you know, trapping. And then I started getting serious, I guess the first quarter of 2023 And by July, June and July, I was definitely, you know, full fledged nonprofit just did the the business name. I did the all the paperwork, the paid the fees and started the nonprofit.

Joshua Kornitsky: So why happy tears?

Tiffany Collins: Oh my gosh. You know, the first couple times I did some adoptions, I cried like a baby just.

Joshua Kornitsky: Because of the letting go or the fact that they had permanent homes.

Tiffany Collins: The yes, the happy tears were, you know, I looked like I was sad, but I was I might cry just talking about it, but I, I just get so happy that it brings tears to my eyes because of what rescuing really means to me and and the adoption part of it especially. It’s like I didn’t just do something for the cat. I did something for these people that are adopting. Like, I know what it feels when I get my look at me, I’m starting to cry.

Joshua Kornitsky: I’m not getting a lump in my throat.

Tiffany Collins: Don’t feel sorry for me. It’s good. This is the happiest thing I’ve ever done in my life.

Joshua Kornitsky: This is. This is why it is happy tears.

Tiffany Collins: Yes.

Joshua Kornitsky: So? So tell us, how has happy tears grown? Right? Because it simply started with you. And are you still working with the trappers that you were working with?

Tiffany Collins: Every day I talk to them. We are so close. I talk to all these people more than I ever do my family. And I’m sad to say that.

Joshua Kornitsky: You make along the way.

Tiffany Collins: Well, and you know, if they would help me with the cats, I’d talk to them more, you know? Fair enough. Family’s kind of spread out. And my dad fostered for me recently, and that was really sweet of him. It was a big, big deal. He’s allergic to cats. And so for him to help me, it was amazing.

Joshua Kornitsky: So how, uh, I guess. Where did it go? So you’ve established the nonprofit. Um, Did you start, for lack of a better word, collecting cats and for the purpose of of saving and rehoming? Yeah. What did where did you keep them?

Tiffany Collins: Yes. So, you know, you get a shelter license through the Department of Agriculture?

Joshua Kornitsky: I did not know that. Yes. But I presume you knew where to go.

Tiffany Collins: Yes. I had to figure it out, too. I was like, how do I do this? How do I do it legally? There’s a lot of people that do this kind of stuff, and they don’t go through the proper channels. But, you know, the Department of Agriculture is who we all report to, so to speak. And, you know, you have your license. You they come inspect and they try to see what is your house capable of holding, what makes sense. You know, there’s a license that you can get for whatever kind of shelter you have. And I started out with a shelter for 20. I now have a shelter license for 40. Okay. Up to 40. And Lord, I have 30 cats in my house right now. But in the beginning, you know, I.

Joshua Kornitsky: Was a lot of cats.

Tiffany Collins: I know I have a four bedroom house that I never really used.

Joshua Kornitsky: And you’ve surrendered it to the cat?

Tiffany Collins: Yes. Now, I only have a.

Joshua Kornitsky: Licensed legal all above board.

Tiffany Collins: Everything.

Joshua Kornitsky: It doesn’t look.

Tiffany Collins: Crazy.

Joshua Kornitsky: Yeah, it’s nonprofit and real. Just so that everybody knows it’s. It’s not just one lady with a bunch of cats in their.

Tiffany Collins: House, and they’re not running amok. They’re not everywhere. They. A lot of people look at me funny. But then the people that come to my house and know I have 30, they walk in the front door and they’re like, I thought you said you had 30 cats in here. I’m like, they’re all contained. You know, there’s three bedrooms and two bathrooms that are, you know, basically dedicated to quarantining and then having, you know, kitties. Right now I have some sick kitties that are I have an FIV kitty that’s in a bathroom by himself. Um, but my bedrooms are good size, so there could be 8 or 9 cats in a bedroom and there’s plenty of room. There’s a window, there’s trees. There’s everything they need.

Joshua Kornitsky: Um, so how do you help them find their forever homes?

Tiffany Collins: So I don’t have a website, but what I do have is petfinder. Org. Okay. Um, most rescues use that. That’s your online place to adopt animals out. Um, and petfinder. Org is amazing. Most I know 20 years ago, that’s where I found my dog. Really? Yeah. Wow.

Joshua Kornitsky: Yes. Okay, so they’ve been around for a while.

Tiffany Collins: Oh my gosh. Forever. And, um, they’re a wonderful organization. And, you know, social media really helps me. Um. Happy tears. Feline Foundation is on Facebook, um, TikTok and Instagram. And we even recently went viral on TikTok. It was.

Joshua Kornitsky: Pretty.

Tiffany Collins: How so? Yes. So I saved this crazy cat. It was a black cat that was at the Emory University dorm. Um, one of the dorm rooms. Somebody brought it in. Long story short. Ought, um, somebody brought it into their dorm after they took it to the emergency room. And I think this kid, it was Mother’s Day weekend, which is when schools ending for everybody. They’re moving out of the dorms, right? And so this kid brings a carrier into the dorm to try to get the cat into it for a rescue that was going to help him. And the rescue didn’t get that cat. The kid couldn’t get the cat. The cat went absolutely crazy. Um, and so Mother’s Day weekend, I’m on a long text thread with 20 people. Nobody has time to go get this kitty. And I thought, well, I don’t have anything to do. And it was raining. It was a crazy day. And I went over to Emory, went in this dorm room. I saw this boy, and he was so sweet. I just couldn’t believe how kind he was as a student. A young student helping a kitty. He even.

Joshua Kornitsky: Took.

Tiffany Collins: It. He took it to the vet and paid the vet bill. And I know how much an emergency vet bill is. Yes, I.

Joshua Kornitsky: Was, sadly, so do I.

Tiffany Collins: I was like, dude, you did your thing. Don’t worry that you can’t get this cat, I got you. Well, then I walk in the room and I can’t get this cat. I had to call animal control. She was crazy.

Joshua Kornitsky: Just didn’t want to be contained.

Tiffany Collins: No. And usually cats will run from me. And I’ve got my gloves on. I’ve got. You know, this cat was running at me, scaring me half to death. So I took this video and shared it with the text group because most of us were like, what’s wrong with this kid? Just put the cat in the.

Joshua Kornitsky: Cat by the neck, throw.

Tiffany Collins: It in the thing. You got this. Like, what do you need us for? Oh my gosh. When I saw what I saw, I wanted to show everybody. Hey, guys, it’s not the kid. This cat’s crazy. And, uh, animal control got there. And the next thing I know, me and animal control guy are zipping it up in a net because I knew we needed a net. There was nothing I could do. And I’m five foot three, so this cat was on the top bunk bed, so there was no it was just crazy. So but that video that I took went viral. It was hilarious. 6 million views. We have 10,000 followers now because of that one cat.

Joshua Kornitsky: And did it help bring any did to help sustain the organization?

Tiffany Collins: There was a couple adoptions. People found me, and I think I might have had maybe 400 followers on TikTok before that. And I found out a lot of people are just like, what’s your Instagram? What’s your. And I’m 52 years old. I’m using Facebook religiously, but I really need to start doing more. Not having a website, but using my social media in a better way to reach adopters.

Joshua Kornitsky: I mean, don’t get me wrong, this is just my opinion, which is worth exactly what you paid for it. Websites are great, but you’re meeting people where they are, which is social media. And I think that that as long as you’re getting the the cats that are available out in front of people, that’s all that really matters.

Tiffany Collins: Yes.

Joshua Kornitsky: And I feel quite certain, though it’s not my area of expertise, that there’s 1 or 2 people looking at it.

Tiffany Collins: Yeah, well, without much help and without much, you know, advertising. No store to go in. Last year I adopted out and saved over a hundred cats.

Joshua Kornitsky: All by.

Tiffany Collins: Yourself? Yes.

Joshua Kornitsky: So let me ask the most burning question that occurs to me. And I’ve got a lot of questions, but the one that occurs to me is how can people help?

Tiffany Collins: Yes. Oh my gosh, there’s so many ways to help me. And the rescue. Um, anything from just coming over and cuddling? I tell everybody you can be a volunteer and just cuddle. You don’t have to scoop a litter box. Uh, but if you help me clean, that would be amazing. Um, so, you know, I like the idea that people could come over, especially when I have 30 cats. There’s just only so much of me to go around. But volunteering to do anything around the house, um, anything as far as Is transporting a kitty to surgery or a group of cats. Sometimes I’ll have 15 cats going to surgery in.

Joshua Kornitsky: A day for for getting spayed or neutered.

Tiffany Collins: Aha.

Joshua Kornitsky: Okay.

Tiffany Collins: And so vet appointments fostering at their house. Um, you know, sometimes I don’t want 30 cats in my house. If I could have somebody give me a room in their house for two weeks, you know, a bathroom or a bedroom, something where, you know this. I don’t have room for a cat, but I’ve got some fosters that can kind of hang on to them. And I pay for everything. I’ll give them everything they need. All the food and supplies. Oh, yeah. Absolutely. And a lot of people are so great. They’re like, Tiff, I want to help. And part of that help is you don’t have to pay for anything. I’ll buy the food. So people do want to help in a great way.

Joshua Kornitsky: So I do want to back up because you said some days you could have as many as 15 cats going for for surgery, meaning again to, to be spayed or neutered. Yes. Um, are you paying out of pocket for each one of those?

Tiffany Collins: Uh, uh, sometimes. And, you.

Joshua Kornitsky: Know, you work with a number of vets or how do you.

Tiffany Collins: Okay, I do I work with different clinics. Sometimes it matters. You know which appointments. Who can see me the fastest? Right. Um, and obviously, price is a factor. I mean, 15 cats having surgery that day was over $2,000, and that’s a low cost. I mean, that’s just I mean, more vet, you know, some of the vets charge way, way more. So we are using the lower cost spay and neuter clinics which we have to and they’re used to we’re volume clients is what we’re considered. And so it is discounted. But every cat that I take care of costs me just on that surgery day because they’re getting shots, they’re getting fixed. They’re getting, um, you know, a combo test, which is very important. We want to know if they have Fe, Felv or five. And so we are testing them for things. We’re were deworming them. But I spend about $225 on average for one kitty. So again, that, you know, and that’s just that day. Um, when they come into my house, I’m already treating them for parasites. I’m giving them flea treatments. All that stuff costs money.

Joshua Kornitsky: So if somebody wants to adopt, obviously Facebook is is number one place to seek you out.

Tiffany Collins: Yes.

Joshua Kornitsky: Uh, and it sounds like there’s some entertainment on TikTok that they can check into. Yes. But it sounds like, like any other shelter, one would assume it sounds like these cats are all medically as up to date as as is required for them to be a safe adoption, to go into a home with adults or children or what have you.

Tiffany Collins: Yes, absolutely. Okay.

Joshua Kornitsky: That’s that’s important to make sure that everybody knows that. Because again, my fear would be that people would misunderstand that. It’s just a very nice lady spending time to get cats homes. And it isn’t. This is a legitimate shelter. Yes. That’s making, um. Pets available. So what does it look like when someone wants to reach out to adopt? Do they. Have to, I assume, coordinate a time with you? Do you have any. Yes. Any permanent staff that are. That are volunteers or it’s just all running through you?

Tiffany Collins: It’s all running through me. I do have some random volunteers. Random people come and help me. Friends, people that need, you know, kids right now that need community service hours for school. Um, but I don’t have any regular volunteers. I have a pet sitter that comes once a day, and I’m paying her because my full time job has me at an office five days a week now. I used to work from home and could do it, really do it all myself. But yeah, I’m very short on volunteers, so everybody that wants to adopt, um, has to go through me. And, you know, I have an application on my Facebook page. Pinned at the top. Um, so the application is short and sweet, but it asks the questions that are important to me. The same questions um, Humane Society would ask you. I kind of went off of what other rescues ask on their applications. Um, and so the application process is really easy. I’ll read through it, I’ll talk to the people, and then we’ll schedule a visit, because again, because of my day job, I don’t have anybody to show the cats for me during the day, and it’s just me. So at night we schedule, you know, when I worked from home more, I could add a.

Joshua Kornitsky: Little bit of flexibility.

Tiffany Collins: Yes, yes, but now it’s strictly nighttime visits, weekends. Um, I just have to get it in where I can. And, uh.

Joshua Kornitsky: Is it rewarding?

Tiffany Collins: Very. I’m so exhausted. I don’t know if you can see these bags under my eyes. I’ve never had bags under my eye, but I’m. I’m also 52. But, um, it’s it’s time. And I’m not going to look the same forever. But I am. So I’ve never been more exhausted. My body aches. I have tennis elbow from all the lifting, bending, scooping litter, but I have never been more happy in my life. I’ve finally have something that gives me a purpose. Um, and I didn’t know I didn’t have that. I literally thought I was.

Joshua Kornitsky: Great observation because you didn’t. You didn’t feel you were lacking?

Tiffany Collins: No. I thought my friends all told me, Tiff, you’re so lucky you’re not married. Oh, you’re so lucky. You can do whatever you want. You’re so lucky. Lucky, lucky. And I thought. I just thought, I’m so lucky. But, you know, I did have the ability to kind of be selfish almost my whole life, which I’m not. I’ve always done.

Joshua Kornitsky: You certainly don’t come across that way.

Tiffany Collins: Not at.

Joshua Kornitsky: All. You come across as someone that gives all of themselves, I do.

Tiffany Collins: I’m good to my friends and family. I Most of the trips I take are to visit them like I’m a good human, but I didn’t realize how good I could be. And until I started doing this and I thought, oh my gosh, this is incredible.

Joshua Kornitsky: So in a in an ideal world, where would you like to see happy tears go or grow to? What what do you have a goal that you would like to see?

Tiffany Collins: Not yet. Which is sad. I mean, I.

Joshua Kornitsky: Well, right now you’re in day to day survival mode. It’s not. It’s not sad. You’re right. It’s to be expected from the the place along the path that you are.

Tiffany Collins: You’re right. Absolutely. No, I, I keep saying I don’t want to get big, but I sure would like to have some place that’s not my bedrooms in my house, but close by to take care of the animals and do what I do. Um, you know, if I, if I were to dream something up that would be perfect for me would be to have a couple acres of land somewhere not too far, because I still have to work in corporate America. But to have like some kind of a facility on my property to do the same thing I’m doing, but not have these cats, you know. I mean, it. They’re great.

Joshua Kornitsky: Let them have their own space.

Tiffany Collins: But they’re messy. I mean, it’s like sometimes I come out of my bedroom and I can smell in one of the rooms, like, okay, I got to go change a litter box out in there. You know, it’s I’m exhausted from having it right there in my house. And, you know, I just had to paint. It cost me thousands of dollars to paint my house, which I would have never had to paint my house if I didn’t have this going on. And and I had to pay for that out of my pocket. And so I built a enclosure behind my house, which HOA had to approve. And it was one of these enclosures that I built for the crazy cat on TikTok. Her name is Luna, by the way. And then I called her Luna TikTok because she got so famous on TikTok.

Joshua Kornitsky: And so she’ll be she’ll get sponsorship deals.

Tiffany Collins: Yeah, I know right? She really should. And she’s still with me. I don’t know if I’m ever going to adopt that cat out, but I built an outdoor enclosure for her. And it wasn’t just for her, it was for cats like her. And I spent about $8,000 building this out of my own pocket. I did get some donations. Um, people, you know, saw that I was doing it and helped donate. And I got about 3 to $4000 in donations, which was helpful.

Joshua Kornitsky: Some.

Tiffany Collins: Absolutely. And, um, so this outdoor enclosure I built for feral cats, because when I bring a feral cat in my house, this is going to try and make sense in a second. They start tearing my house up because they’re so upset that they’ve been brought inside. I had a cat take down one of my light fixtures because he was so upset that he was brought in a house that he just jumped up on the light fixture, pulled it out of the wall. Lights went out. It was dark. I was like, you know, it was crazy. So there’s just things that I need to do to keep my house from being torn up and destructed.

Joshua Kornitsky: For your own mental well-being, too, I’m sure.

Tiffany Collins: Yes.

Joshua Kornitsky: So if people listening want to help.

Tiffany Collins: Yes.

Joshua Kornitsky: What is the best way for them to help you?

Tiffany Collins: Well, you know, my Facebook page. I have, um, you know, all my links. So donations, you know, are great.

Joshua Kornitsky: Um, so is that is it for happy tears or is it for you personally?

Tiffany Collins: Oh, no. Never. Never.

Joshua Kornitsky: I mean, how do they find you on Facebook?

Tiffany Collins: Right. Oh. I’m sorry. Yes, I do have a Happy Tears Feline Foundation page on Facebook.

Joshua Kornitsky: I just want to make sure people know what to look for.

Tiffany Collins: Yes. Um, send me spa treatments, but. Yeah, but everything else goes to the kitties, right? So, um. Yeah, Happy tears has Facebook and on Facebook. I’ve usually got my links for, um, we can take credit card donations through Zeffie. Okay. Um, there’s a whole link for that you can actually do. If somebody wanted to do a monthly donation or just a one time donation, that’s a great thing. And Zeffie gives you a perfect receipt for your taxes. Everything anybody gives me is tax deductible.

Joshua Kornitsky: So and we will post all of these links when we publish the story as well. But there’s Facebook and you said you had told me that there’s an Amazon wish list.

Tiffany Collins: Yes, there’s Amazon and Chewy. There’s people that love to shop both places. So we did both places. Um Amazon wish list. There’s chewy wish list. Um, both of them have anything from cleaning supplies? Uh, we know we do a lot of cleaning, but food, litter, um, you know, medications that we can buy through Amazon, things like that. Toys. I never have enough toys. Right now we need some cat towers. And we need some of those great little shelves that go on the walls to, um, you know, let the cats play and have less things on the floor. Exactly. Like, get them, let them get up high like they want to, you know. And so. But the wish list is full of just great things we need and and fun things as well as the, the necessities.

Joshua Kornitsky: Do you have any events coming up that if anybody wants to meet you in person or see some of the kitties?

Tiffany Collins: I do, um.

Joshua Kornitsky: We’ll again, we’ll post them online, but if you don’t mind sharing them, I’d love to make sure people know that they’re coming up.

Tiffany Collins: So I’ve just started working with Hollywood Feed, and they’re a great store. Um, a lot of people think they’re a feed store, like livestock. It’s like, no, no, no, this is a holistic pet food store with toys and everything for dogs and cats. And so it’s a wonderful store and they have really, really good products. Great. Um, so I hope I’m allowed to plug them.

Joshua Kornitsky: Absolutely. We want to do it. And if you know anybody there that likes to come on, we’d love to get them on too.

Tiffany Collins: Oh my gosh, I love that.

Joshua Kornitsky: Let’s focus on those who help.

Tiffany Collins: Yes. And they are a huge help to me when I probably every time I go there, they’ve got stuff for me that’s either about to expire. So they’re really giving. Um, but yeah. November 1st Hollywood feed on Sandy Plains Road in Marietta. I’m going to be there in the afternoon, probably from like noon to five, uh, doing an adoption event. So I’ll have some of my kitties there and myself and maybe a couple volunteers. Um, and then on November 9th, I’m going to be at the Hollywood feed in Roswell on highway 92.

Joshua Kornitsky: Um, I know I’ve driven by that one.

Tiffany Collins: Yeah. Yeah. And so, you know, both of these days are special. It’s a chance for my cats to actually be seen. Um, they can’t be seen when they’re sitting in my house. And my thing is, I don’t want them in a pet store every day of the week. And so that’s why I don’t mind tearing up my house, because these cats of mine are different. They’re learning how to be in a house. They know what a TV sounds like. They know.

Joshua Kornitsky: Do they get along all right?

Tiffany Collins: They love each other, really. And they love me. And it’s when I walk in a room. There’s one room right now that has a king size bed in it. And I lay on that bed and I have six cats crawling all over me, and they’re just, they love me so much. And it’s funny. My pet sitter asked me about that yesterday. Like, how do you get them all to get along? And it’s just like, and I’ve never been trained in this stuff.

Joshua Kornitsky: I don’t know, I’m sure they work out. You know, they’re largely, I presume, there. I’ve had cats most of my life. They’re largely solitary animals. Yeah. And they tolerate one another. Yeah. Sometimes they become friends. But, you know, we as humans anthropomorphize it. They’ll hang out for warmth, and then they’re.

Tiffany Collins: Yeah. It’s so true. No, they I mean, these cats, It’s. They really do love each other. I think they’re having a good time. They’re eating good food. They’re being treated well, but they they do get along. So it’s crazy to me.

Joshua Kornitsky: This is really the most burning question I have. What is Kiki think of all of this?

Tiffany Collins: Oh, man, she’s so angry. Um, I’m actually taking her to the vet today. This is how sad my life is. I’m almost afraid to say this, but I’m gonna say it. I have worked so hard for two and a half years with the rescue that I haven’t even taken my own kitty to the vet, and she’s healthy and good. But lately, she’s doing that thing she did that my friend didn’t like. And that’s she’s not using the bathroom where she’s supposed to use it. She’s sometimes.

Joshua Kornitsky: Sometimes trying to message.

Tiffany Collins: Me a.

Joshua Kornitsky: Message.

Tiffany Collins: Yes. And so she’s going to the vet today to get all caught up on her stuff. And she’s very healthy. She’s very sweet. And her boyfriend, I say, Coco, I have Kiki and Coco. I got a second cat and they’re both going to the vet today. But Coco doesn’t care. Coco is my beautiful black cat who I wish I could clone him ten times, but Kiki is the spicy sassy one. But she loves people. She just can’t stand these kitties in the house. And I think that’s. I think she’s at the point where 30 is a little much, mommy, you know?

Joshua Kornitsky: And it sounds to me like she’s enslaved you and had you build her a queendom.

Tiffany Collins: This. Yes, yes. I mean, she’s running the house. I’m not. I’m running the rescue. She’s running the house.

Joshua Kornitsky: All these cats work for her as she’s.

Tiffany Collins: Yes. She’s so mean that I think if a mother cat was giving birth in a brand new baby kitten came out, she’d hiss at it.

Joshua Kornitsky: Nothing but love out of cats. Yes, but I. I can’t thank you enough for what you’re doing. Thank you. If no one else has said it, you are doing a very good thing. Yeah. Thank you. And. And every animal deserves love. And every animal deserves a forever home. Yeah, and I didn’t ask the question, but I feel like. Like I need to. And I’m pretty sure I know the answer. Um. I presume you are a no kill shelter.

Tiffany Collins: Absolutely. I absolutely.

Joshua Kornitsky: I had to ask that question because it’s hard to believe that they still exist.

Tiffany Collins: Right?

Joshua Kornitsky: I know that’s that’s a different discussion.

Tiffany Collins: Absolutely.

Joshua Kornitsky: But but I’m not surprised to learn, as I imagine, that that would be unthinkable.

Tiffany Collins: Yeah, absolutely.

Joshua Kornitsky: Anything else that we can do to help? Is there any. We’ll have all the links up. We’ll have, uh, the wish lists up from chewy and from Amazon. If you want to volunteer, reach out via Facebook.

Tiffany Collins: Facebook or email. Our email is Happy tears. F at gmail.com. And that’s like happy tears. Feline foundation.

Joshua Kornitsky: Gotcha.

Tiffany Collins: We just had to shorten that. I can’t do a whole email address with that.

Joshua Kornitsky: Yeah, that that’d be a long one. Speaking. Speaking as someone with a long last name, I got you.

Tiffany Collins: Yes.

Joshua Kornitsky: Um.

Tiffany Collins: There is one more story I could share with you. Um. There’s a big, big need. There’s two big needs that we have. And, you know, I mentioned the tennis elbow earlier, and so I’m getting to the point where I really would like to do a fundraiser or find some help getting litter robots, because those are the things that scoop themselves. There’s just so many. You know, I need about five litter robots, so we’re trying to figure that out right now. We kind of determined that recently because I was a little scared like of those robotic, you know.

Joshua Kornitsky: As I understand it, they sort of have a waiting period so that the cat doesn’t freak out.

Tiffany Collins: Exactly.

Joshua Kornitsky: After it leaves.

Tiffany Collins: Yes. And they they are most of them are safe. So I’ve, I’ve tried one out with my own personal cats and I thought, my goodness, if I could have one of these in the rescue rooms It would be amazing and would take so much work off of me. Um, it’s so hard to scoop all that litter for that many cats three times a day.

Joshua Kornitsky: What do they cost?

Tiffany Collins: Um. They’re around. I’ve seen them from anywhere from 4 to $700.

Joshua Kornitsky: Okay, so they’re pricey. It’s about $4,000 worth of fundraiser.

Tiffany Collins: Yes, exactly. And then.

Joshua Kornitsky: Anybody listening, that’s feeling generous.

Tiffany Collins: I know. Right? I mean, it’s it’s it would be so helpful to have those that would take some real heat off of me as far as the cleaning duties. Um, and then the other thing I wanted to share with you. This is a huge need for us. Um, we need a truck. Um, I’m going to tell you what happened.

Joshua Kornitsky: What type of truck?

Tiffany Collins: Oh, an open bed. Pickup truck.

Joshua Kornitsky: Okay.

Tiffany Collins: So I had a truck. When I first started rescuing, I had a 16 year old Nissan Frontier. That was my truck I’d had for 16 years. And I thought, this is what I use, you know, for all the rescue stuff like I don’t need, I already have what I need. Um, about this. It was July of 2023 when I first really started the rescue. Okay, I went during a storm to go rescue a kitten. And, um, this kitten was in an apartment complex, and as soon as we got Ahold of the kitten, got it in the truck. This terrible storm took over. It was over here in Woodstock. We were in canton, and I was coming back and the lights were out. The storm was so bad, the water was, you know, flooded in the streets. Um, I ended up taking an exit that I don’t normally take. And I got on a side street instead of going to Sixes Road, and somebody hit me in an intersection and totaled the truck. And so the truck, you know, being 16 years old, had been paid for for years. And so I have started trying to think of ways that maybe someone could donate a truck that they don’t need anymore. Or maybe a dealership has a truck they can’t sell and it’s a tax write off. I don’t know how any of that works, but I’ve started trying to brainstorm. And if I feel like if anyone has any thoughts of how we could get help getting a truck because I ended up buying, um, a small SUV, which, you know, there’s now I have a car payment that I didn’t have.

Joshua Kornitsky: And how many cats fit in a small SUV?

Tiffany Collins: That’s right. I mean, seriously, and it’s, you know, and it’s not just the cats. There are so many opportunities. I miss not having a truck like the stores that I go to, you know, to do adoption events. There’s a lot of stuff that needs to be packed up to take to these events. There’s also chances that I can get litter and food and items.

Joshua Kornitsky: In larger bulk.

Tiffany Collins: Yes, and I can get it so cheap. Um, and make a donation myself, but I can’t haul it. I’ve tried it a couple times in my SUV, and I’ve actually damaged the I don’t know if this particle board or whatever it is that’s in the back of an SUV, but it’s.

Joshua Kornitsky: Too much.

Tiffany Collins: Weight. Yes. So I tried to get 1,000 pounds of litter and found out I shouldn’t have put that in my SUV, but, you know, things like that. I desperately need a truck and I can’t afford it. There’s trucks are so expensive.

Joshua Kornitsky: And and for anybody else that hears this that just has information they can share.

Tiffany Collins: Yes.

Joshua Kornitsky: Um, that information would be beneficial because we all have opinions. But we need more than an opinion. We need someone who says, oh, I know this about a charity, and I personally know a couple of folks in the nonprofit world. I’ll ask them for some guidance to see if they can offer any. But if anyone that’s hearing it, uh, knows something that would would help Tiffany with this, please reach out via the channels we’ve mentioned, because, uh, just that information alone has huge value.

Tiffany Collins: Yes. And you know. But you know what? Nobody got hurt. The kitten was saved. We even named him T-Bone.

Joshua Kornitsky: And did he go to a good home?

Tiffany Collins: He went to an amazing home. In fact, I asked about him recently because he’s a couple years old, and I started thinking about the need for this truck and thinking, you know what? What’s going on with T-Bone? Now that I’m thinking about this need for a truck and somebody that helped get him adopted out sent me some great photos. I mean, he’s living his best life, and he’s one of those beautiful white kitties that has a green eye and a blue eye. He’s a stunner. He was. It was worth it. I will just say.

Joshua Kornitsky: That’s quite a statement.

Tiffany Collins: Yeah. I miss my truck. I need a truck desperately. But that kitty was worth it.

Joshua Kornitsky: We’ll see what we can do to help. I can’t thank you enough for coming on and sharing your stories. Uh, and we will do everything we can to try to raise awareness and get folks out to the adoption days that all of that will be on, uh, our site when we publish. And all of that is obviously available through Tiffany’s Facebook page, or I should say, the Happy Tears Cat rescue Facebook page. I want to make sure I delineate.

Tiffany Collins: Yes.

Joshua Kornitsky: Um, my guest today, uh, has been Tiffany Collins, and I can’t say enough, but before I, I remind everyone about Tiffany, I want to remind you with the name Happy Tears Cat rescue, because that’s the nonprofit that she’s founded, and it’s dedicated to saving and fostering and rehoming cats across not just Cherokee County, but beyond. As you heard in some of her stories, she’s done a little bit of traveling, and what began as a single rescue quickly turned into a mission fueled by nothing but love, compassion, and persistence. Uh, Tiffany balances her own demanding career with leading this all volunteer driven rescue operation. And if there’s anything anybody can do, please reach out and do so. I can’t thank you enough for your time and for your your willingness to share your story.

Tiffany Collins: Thank you so much. This is a big deal for me and just you having time for me is incredible. I hope this.

Joshua Kornitsky: We hope you’ll come back and we’ll find more things to share.

Tiffany Collins: Absolutely. I’d love to.

Joshua Kornitsky: My. Absolutely. Our pleasure. So I just want to remind everyone that today’s episode is brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, please go to Mainstreet Warriors and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors. Diesel. David. Ink. Please go check them out at diesel. David Comm again. My name is Joshua Kornitsky. I’m a professional EOS implementer and the host here at Cherokee Business Radio.

 

Tim Hewson with USLegalWills

October 24, 2025 by angishields

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TimHewsonheadshot-TimHewsonTim Hewson is the co-founder of USLegalWills.com, an innovative online platform that has helped over 500,000 people create Wills and estate planning documents with ease.

Originally from the UK and now based in Canada, Tim launched the service in 2001 to break down barriers in end-of-life planning.

Under his leadership, the platform has expanded its reach to the U.S., Canada, the U.K., and South Africa, making legal peace of mind accessible across the globe.

LinkedIn: https://www.linkedin.com/in/timhewson/ LWStackedColour-TimHewson
Website: http://www.uslegalwills.com

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Hello, Houston. Trisha Stetzel here bringing you another episode of Houston Business Radio. Today’s guest is Tim Hewson, co-founder and CEO of USLegalWills. He has an online service that removes the barriers to writing a will and other estate planning documents, which is amazing. I’m so excited to have you on. He’s originally from the UK and now residing in Canada. Tim built the Legal Wills Company from an idea way back in 2001, and has built that into a service that now operates in Canada, the US and South Africa. To date, over half a million people have written their will using the service at legal wills. Tim, welcome to the show.

Tim Hewson : Thank you very much, Trisha. I’m delighted to be here.

Trisha Stetzel: I’m so excited to have you on today. So let’s start with this. Tell us a little more about Tim, and then I’d like to know what happened way back in 2001 and how you started this business.

Tim Hewson : Okay, a short history of me, because that’s probably not the most interesting part of the conversation. Um, but yes, you’re right. I’m from the UK, emigrated to Canada to work in high tech. Uh, I worked with a big high tech company called Nortel. Um, it was a darling of the tech industry, um, back around 2000 and then had a dramatic fall from grace. Um, so any of your younger viewers and listeners who may never have heard of it, but it’s worth reading up about what happened to Nortel, the Nortel story. Um, but, um, when I was working at Nortel, um, we, we kind of knew that the Nortel wasn’t going in a good direction at that time, but we used to go out for drinks, uh, after work regularly. A crowd of us would go out every Friday. And, uh, one time we did our regular weekly, um, after work debrief, and somebody brought up the topic of, you know what? I don’t have a will. Um, and, um, this person had children, they had a job, they had a house, and we went around the table. There were 15 of us around the table, and not one single person around the table had a will. And we all knew it was important. And we all kind of scolded ourselves for not doing it. Um, and we realized that, you know, it wasn’t necessarily for our benefit, it was for our families. And we’d not taken the time, made it a priority to do it. So as I say, we all had jobs and families and and we all knew it was important.

Tim Hewson : So immediately, myself and my co-founder, who was sitting next to me in that bar back in 2000, um, who we’re still working together now to this day. Here we are 25 years later. We’re still the CEO and the CTO of the company. But we immediately looked at each other and thought, there’s got to be a better way. Why? Why is nobody doing this? Um, what are the barriers? And, um, it wasn’t really cost. Um, but it was more a convenience factor, like when we were going to be able to make the time to coordinate with our families, coordinate with our spouse, to go to a lawyer’s office and sit there and talk to them, not really knowing what we’re going into the office to talk about. We weren’t really didn’t really know what it will entailed. Uh, and knowing that we would have to then go back the following week to review it, and then the week after that to sign it. It just. And then ultimately we thought it could probably wait. We we could probably do it next month or next year. We could do it in six months. It was never going to be a critical item that was going to be the top of the to do list. So everybody around the table procrastinated and nobody around the table had got it done. So we at that point we look for a better way.

Trisha Stetzel: I love that. So was this a bar napkin idea, Tim? I’m just asking.

Tim Hewson : It was. Yeah, absolutely. Because we it really was back in that time. I mean, people were putting a lot of things online, like traditional practices. It was a bit of a, a time, a.com boom, um, for coming up with an idea. And I mean, back then, it’s a bit of a nostalgia trip, but back then it was like all of the Super Bowl commercials were dot coms, right? They they’d all had, like, crazy funding. And it was like, I remember there was Pets.com, like there was a lot of these businesses who were worth, you know, half $1 billion and didn’t really have a business plan. Um, but ours was very much like, we we could do this. People could go online, answer questions, and we could create their will for them. That doesn’t seem that crazy an idea. And we did it. And I think it’s fair to say at that time, we were probably before people were ready, um, before people were ready to type in personal information, uh, into an online service and share those details. So it was a slow start, and that I think timing your idea with the market is, is really important. And I think we were ahead of where we needed to be our sales and our first year was slow. And as it turned out, it was fortunate because we could still. Ride the decline of Nortel. While we were building up the legal world’s business, we were able to kind of like do both in tandem. Up until such a time as Nortel officially died, and then we’d had enough runway at that point to be able to move directly into legal wells and do that as a full time job.

Trisha Stetzel: Yeah, I love that. Okay, so before we dive into the importance of wills, because we we know and you and I have had this conversation that that’s very important. I’d really like to talk about the business building. Part of this bar napkin idea sounds amazing. The first year sounds a little tough. That probably resonates with people who are listening or watching today. So let’s talk about that whole business building and funding and pouring yourself into trying to build this business and work a full time job for a little while. So what did that look like for you and your partner Tim?

Tim Hewson : So We. Yeah. So? So we didn’t get any external investment. Um, so myself and my co-founder, Henry, we decided, okay, what are we going to need here? Well, we should incorporate. There’s a cost there. We need hosting of the service, and then we’ve got a then between the two of us, we’re going to spec out what this service is going to look like. And we’re going to build it. Not me. Like Henry is the technology guy. He did the development. I was more like bouncing ideas and thinking of how we could do it. Um, so it’s fair to say that if it was our full time jobs in that first year, things would have been tight and we would have had to have really felt, um, real confidence in, in the story, like what we were doing. And it really didn’t matter how confident we were, but we needed everybody else to be confident in this as a service. Um, but we I think the lessons are that I don’t necessarily I like the way that we didn’t leap. And just because it would have been too stressful for us.

Tim Hewson : Um, but we also it was really important to us to take our first payment online how quickly we could get to somebody, actually, that we didn’t know. A complete stranger finding our website and having faith in our service and paying us money. And, um, that’s always. And I have a pet peeve about getting investment and then looking for an exit. I don’t like that. Like we never, ever went into this business thinking, how are we going to exit? Um, and like to me, like if I was starting a butcher’s shop around the corner, nobody would ask me of my exit strategy. Right? They it’s it’s a business. And we’re running a business. Um, and so we always, uh, put revenues back into the business. And, um, since the very early days, we’ve been revenue positive, cash flow positive. We’ve never taken a loan, uh, and we’ve never sought outside investment. So here we are, 25 years later. I own half of it. Henry owns half of it. And, uh, we still pull the money out of it when we need it.

Trisha Stetzel: Okay. Would you do it the exact same way all over again, Tim?

Tim Hewson : I think we could have built faster. Uh, so there’s always. There’s two paths you can get. We could have hired, you know, six software developers, five marketers, um, and been faster. And would we? We probably would have accelerated our revenues faster. And we’ve certainly seen other seen other businesses coming in with investment who have managed to do what took us eight years. They can do it in ten months or a year. Um, so would I have done it? I think given my personality, Henry’s personality, where we are risk averse, we’re not ones for taking a flier. And we’re not one. We like our autonomy that we’re not answering to any outside investors. We can make our own decisions. So there’s a lot to be said for it. Um, but there’s there’s pros and cons, so would I, I think I, I think I would have done it the same way, but I sometimes wonder.

Trisha Stetzel: Yeah. Okay, so here we are 24 years later. What’s the secret sauce to business? Longevity?

Tim Hewson : Uh, the number one is, um, getting a good business partner who you really like and get along with and and respect each other’s, Others, uh, what each other bring to it, bring to the table. And we’ve got some kind of unwritten rules around, um, if if one of us feels strongly about something, we’ll go with it. If the other one doesn’t really mind, either way, we can live with it, because there’s going to be a time where I’m going to feel strongly and Henry can live with it. And we’ve just always we’ve never had, um, um, irresolvable difference of opinion and all of that time. So having someone that you respect, because the other thing is that, like your workloads aren’t always going to be the same, um, there’s going to be times where one of you is going to be putting in 100 hours, and the other one’s going to be sitting there thinking in the bathtub like, what’s a good idea? Right? Like, so you’ve got to be able to understand that you’re you’re doing different things and, um, not and being kind to each other.

Tim Hewson : Um, and not only that, there, during this time, we’ve each of us have had young children. We’ve had different demands on ourselves, what we can give to the business and what we can’t. So it is a journey, but definitely, um, the secret sauce is a good business partner, um, who you respect and you want to work with for a long time, and you don’t want to get rid of, um, and beyond that, it’s, um, not it’s being able to, um, have revenues, like, have. So you’re not stressed out about the fact that you’ve been working on this for 18 months and nobody’s paid you anything yet. Um, and a lot of businesses that, you know, the freemium models where people are like, we’re we’re going to look, we’ve got 100,000 users, but none of us have paid, but we’ve got like 25 paying users and things like that. We we never really taken that approach. Um, so having a sustainable revenue is, is another important component because we were never at any point we’d never really been worried about, um, having enough money.

Trisha Stetzel: That’s amazing. Well, how wonderful to have such a great partner and that relationship. So I know people are already wanting to know more about what it is that you’re doing. We’re going to dive into that in a few minutes. But even just to connect with you, Tim, what’s the best way for people to reach out or find you?

Tim Hewson : Uh, well, the website is US Legal Wills comm, and I’m, unsurprisingly, Tim at US legal comm. Um, so you can find that’s the easiest way to get in touch. Um, I’m not super active on on social media. I, um, but. Yeah, just email me. Tim. Comm is the best contact.

Trisha Stetzel: Yeah. Fantastic. You guys can see it on the screen. If you’re watching the video, you can also catch that in the show notes and just point and click and send him an email and let him know that you heard him here on Houston Business Radio. So, Tim, one more question. Just about business building before we dive into wills and the importance of that and how that’s evolved. How has technology or has technology shifted or changed the way you do business here after 24 years?

Tim Hewson : So actually, I was thinking of a journey like you asked about the journey and how slow it was at the start and and what what moved that for us. And there were inflection points along that journey. And one of them was like tax software. It came after us, but became a de facto way to file your taxes that actually, um, familiarize everybody with that process of going online, stepping through a service, putting your personal information in and getting a result at the end. We pre-dated that. So us saying to everybody like, go online and put in all your information, trust us with it and we’ll write a document for you. It was a struggle until those things came online. And also one of the other inflection points was other services coming online that competed with us. And that’s another lesson because anytime there’s been a strong competitor, it’s raised everybody. Um, it hasn’t taken nibbles out of our business because us telling the world that you can do it online on our own and people saying, nah, you can’t. But when you have like 4 or 5 legitimate companies all telling everybody that this is a credible option, then it, it, um, helps the acceptability, um, for all of us across the board.

Tim Hewson : So there were so that’s not quite answering your question, but they were two major inflection points for us technology. How has it helped us? Well, I think that. So, yes, more people going online definitely helps, right? And, um, I don’t know whether I’ve seen as big a technology shift as we’re now seeing with AI. Um, and, you know, there have been incremental things, um, that all sound very kind of nostalgic now that have happened over the years. But I think where we’re going with AI and what it can do, we we’ve incorporated it in our support channels, um, our, even our call centers. Um, and so we’re going to see changes there and not just for us, but for the legal community in general. I think that law has we stumbled. Fortunately, we stumbled across an industry that really didn’t adopt technology very quickly. Lawyers don’t. They’re still sending faxes to each other like it. So it really helped us that they were not super active in adopting new technologies. But I think that AI is going to see, um, a real challenge to brick and mortar law firms. Like they’ve never seen before.

Trisha Stetzel: Sure, absolutely. Well, and I love that you’re adopting technology over time. And I also love that other technology actually boosted your business, even though it was outside of what you were actually doing. Uh, you.

Tim Hewson : Know, actually. And sorry to interrupt. Just sprung to mind. Um, but electronic signing of documents was was a huge one that we started in 2001. We thought everyone’s going to be electronically signing documents. And what happened was it was it was allowed for a long time. Docusign and all of that was allowed for a long time. But Wills was always explicitly not included. You couldn’t electronically sign a will. Covid happened. That created a whole bunch of problems. Um, for getting together with your witnesses, going to see a law firm. You couldn’t do any of that at the same time that people were thinking, what the heck is this global plague that I’m going to die from? I got to get my my affairs in order. Right? So there was, if you remember, like the early days of Covid, where we were getting pictures from China of people keeling over in the street and were saying, what on earth is this thing? Um, so Covid was another inflection point for us with allowing people to do more things online in terms of signing, remote witnessing and things like that. Um, and also people understanding that they might be mortal and this pandemic might pandemic might take them down. So it happened at the same time.

Trisha Stetzel: Yeah. Wow. You know, it’s very interesting. I was listening to something the other day about the pandemic and how there are some good things that came out of it. Although, you know, looking back, it was an awful thing. Uh, but in the end, there are things that are actually going to move us forward in. Especially around technology and the way that we interact with each other. Right. Yeah.

Tim Hewson : And electronic signing of documents. And so I don’t want to belabor this point, but the the law was written for ink signing on paper in 1830. And it didn’t change. It didn’t change for like nearly 200 years. Uh, like you had to prove who you were by scratching your ink signature on a piece of paper that in 2025, that was not the best way to prove who you were. Um, and it’s only now that people are looking at digital signing and, um, you know, security traces, IP addresses and things like that as a better way to prove that you were who you are and you were where you were when you said you were there. Um, so it was crazy that that didn’t change until Covid prompted the change.

Trisha Stetzel: Wow. Okay. So staying with the path of business building and ownership and what you’re doing. Who who are your clients? Who do you find are using the service?

Tim Hewson : Ultimately, we’re individuals are writing their wills. Um, so we’re not a we do some like B2B, um, partnerships who are then trying to provide the service for their employee benefits program or something like that. So they’re saying everyone should have a will. Here’s a great option for doing it. So some of our business partners are trying to do it for employees or clients as well. But ultimately it’s individuals, um, over the age of 18 or 19. Um, what we find is that, um, it needs some triggers for when you’re going to write your will. And those triggers could be I just dealt with an estate where the person died without a will. That was a nightmare. I’m not going to let my family go through what I’ve just been through. Um, that that certainly one that happens. Um, and then it’s people who. I’m going into surgery like 9:00 tomorrow morning. I got to get my will written. Uh, I need it right now. Um, and, um, so hopefully it’s not those situations, and it’s more people who are understanding that they, they are getting adult responsibilities, they’re getting married, they’re having children, they’re buying a house, they’re getting a job. And they realize that writing a will is a part of, um, adult financial planning. And we always try and communicate that this is not something that’s written on your deathbed, um, just a moment before you die. It’s the document that you write when you become an adult, and you update it throughout your life as your circumstances change.

Trisha Stetzel: Yeah, absolutely. And depending on where you live, your the country, the state, the Date. The Providence Province, wherever you are, there are different laws. I know here in the state of Texas, if you don’t have a will, it’s a big deal when it goes into probate, right? And then the state gets to make the decisions for you if you don’t have your wishes written.

Tim Hewson : Yeah, yeah. So I would challenge anybody to know what the distribution plan is for their state. Um, if you die without a will. But it’s different across different states, and I don’t know of anybody who’s actually written out their wishes that match what the state would have done for their estate. It doesn’t make any sense. Um, so, yeah. And not to mention things like common law relationships and blended families and things like that. Uh, which again, check your state laws because they’re very, very different in each individual state. So don’t assume that. And one of the reasons why people don’t write a will is it’s obvious what’s going to happen to my stuff anyway. It’s just all going to go to my spouse. Um, even if that was the case, the process for doing it without a will compared to doing it with a will is is vastly different.

Trisha Stetzel: Yeah, absolutely. All of this is so important. So let’s just reiterate the importance of having a will. We talked about the state maybe making decisions for you. And and the idea of the best time to write a will is, uh, now if you’re over the age of 18. But anytime your season changes, if you get married, if you, if someone moves in with you, you know, common law in Texas is six months, so you should, uh, be paying attention to things like that. If you have children, if you buy a house, if you sell a house, whatever that is. Right. We need to be paying attention to those seasons. So outside of that, um, knowing that the state could potentially make the decisions for us, what what are the other important ideas behind having a will?

Tim Hewson : Uh, how about naming a guardian for your children? Um, so if something were to happen, if you’re a single parent. Absolutely. If Absolutely something were to happen to you. Who’s going to be raising your children? And if you’re a married couple. If something were to happen to the two of you. Um, making that decision. So if you write a will you in your will, you can name who that person is. And what’s really interesting is when people step through our service, we can see the points where people stop and and save their work and, you know, walk away. Guardianship is is probably one of the most important. And people’s like, I know my sister’s expecting it to be her, but I don’t want it to be my sister. Um, what? How am I going to do this? And so people actually would rather not continue through the will writing process than confront that reality of, um, do I need to talk to her? Like. And actually, I mean, you don’t like you will is a is a private document, and it’s going to come to the surface after you’ve passed away. But having that named guardian and this isn’t it goes beyond like who’s your nearest relative? It’s like who shares your values and like who, who do your kids get along with? Like where do they live? And there’s a lot of nuanced, you know, do they have the same spiritual values as you like? There’s a lot that can go into that decision, and it’s got to be better that you make that decision than it land in a family court where a judge is going to say, well, how much do you make? How much do you make? Okay, well, you know, I’m going to grant the guardianship to you like it’s got to be better that you make that decision.

Trisha Stetzel: Yeah, absolutely. Well, and then you get to make that decision if you write it in your will. Right. That’s what’s so important. So.

Tim Hewson : Yeah. So so the actual way it works is that a judge is going to be granting guardianship. But like all things being equal, they’re going to look at the will and follow your guidance. Right. Unless you know the person you’ve chosen is now serving a prison sentence or something like that, something’s happened. Um, but all things being equal, it’s going to be the person that you named in your will is going to be. This is the person they want. That’s going to be the person whose name is Guardian. Um, so yeah, you make you should make the decision. And if it’s nothing else, if it’s not, um, the distribution of your bank accounts and assets, then the guardianships are really important one.

Trisha Stetzel: Yeah, absolutely. Okay, last question. Why don’t people write their wills? What’s holding them back?

Tim Hewson : Uh, so there are a number of factors. And this has been like maybe a lifelong quest for me to really kind of remove these, uh, these misconceptions. Um, so the idea is I don’t need it yet. Right. This. That’s the. That’s the one. Like we have people coming. I actually took a phone call recently from somebody who said my mom needs a will. Fortunately, I don’t need one yet, but my mom, she needs a will. And the obvious question is when? When do you think you’re going to need one? Um, because it can’t be when the bus is coming around the corner about to hit you. Um, and oftentimes, you know, the number of times that people say, like, my mother, you know, she’s in a care home, she’s 98, she needs a will. It’s like you’ve left it too late. She doesn’t know, like what she’s doing at that point. So, um, the idea that I don’t need it yet doesn’t make any sense, because you’re going to write it once. And this is what online services change. Because I think before, when people wrote it with a traditional lawyer and it was costing them $1,200, and it’s like, I don’t want to have to do this once, so I’m going to wait until my life is settled down. Um. And nothing’s going to change, so. Your life never settles down. So it never reaches a point of stasis where you can say, now I can get my will in. Um. So online services do allow you to log back into your account and make those changes very conveniently and easily. It takes five minutes, and then you print off a new document, an updated document, so you don’t have to wait until the time.

Tim Hewson : Um, but it’s also the misconception of it. It’s obvious what’s going to happen to my things. We’ve discussed that that’s not going to be one this sense that like, I don’t care, I’m going to be dead. That happens. People say that and it’s like, you know what? If you care about anybody in your lifetime, you should care about them after you’ve gone because you’re leaving them with a real pile of doo. If you haven’t done taken 20 minutes, its 20 minutes is what it takes to get the will written, and using a service like. I don’t mean to make this an advertorial, but 50 bucks and you’re going to save them six months of anguish. Um, so yeah, this this idea that it doesn’t affect me. It’s just so unbelievably selfish because you’re leaving people with a real mess. So those are some of the main reasons. There’s also the other one I would quickly bring up is this, like, um, like the concept of death, like, you know, talking about death or is this going to mean I’m going to die if I write my will, as am I putting a hex on me? Um, there’s there’s things like that. And I think we need to, like, um, try and talk about it more in the context of financial affairs rather than death care. And when people say, oh, you’re in death tech. No, we’re not, we’re in fintech. Uh, that’s our business. Um, so that’s another one.

Trisha Stetzel: Yeah. You know, it’s it there’s a parallel here in the business that I’m in where people don’t want to set goals because they’re afraid they can’t achieve them. Like, come on, this is how we get where we want to go, right? Uh, just as with avoiding writing your will because you’re afraid of death, it’s a real thing, and I get it. But it’s so important for your family. If you don’t do it for yourself, you should do it for your family or the people that you’ll be leaving behind.

Tim Hewson : Yeah, yeah. And the other thing is, like, you can always see the will as an opportunity as well. Um, yeah. So it’s dull, you know. But you know what? People have reviewed our service and said, I really enjoyed the idea of like, I could give, like, money to my nephew. There’s a charity downtown that I work with. Um, I could my favorite guitar. My my son like you. You can be creative with it. And there’s nothing sadder than seeing you get celebrity stories like Aretha Franklin died without a will. $80 million estate. She could have set up the Aretha Franklin Scholarship, a foundation for aspiring young musicians. A her memorabilia could have gone somewhere. It was just such a wasted opportunity, um, to do something. And as it is, it’s just all being eaten up with legal fees and everything sold off late. So, you know, I do see, even if you don’t have an $80 million estate, there’s things that you can do that can really make your heart or fill your bucket, um, and make you feel that you’re doing some good in the world. And it’s an opportunity.

Trisha Stetzel: Amazing. Tim, this has been such a great conversation. I appreciate you coming on the show with me today.

Tim Hewson : I’ve enjoyed it. I appreciate your questions. And, uh, giving me a platform to talk about my nostalgic story as well, I appreciate that.

Trisha Stetzel: Love that. Absolutely. All right, you guys, the best way to find Tim is to email him at Tim at dot com. You can probably go to the website as well if you want to learn information. Us legal wills. Com that’ll be in the show notes as well. Again, thank you so much for being with me today Tim.

Tim Hewson : And thank you Trisha.

Trisha Stetzel: Absolutely. And that’s all the time we have for today. If you found value in this conversation, please share it with a fellow entrepreneur, a veteran or a Houston leader ready to grow. Be sure to follow, rate, and review the show because it helps us reach more bold business minds just like yours and your business. Your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Ryan Mack with Main Street

October 24, 2025 by angishields

Houston Business Radio
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Ryan Mack with Main Street
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IMG0193-RyanMackRyan Mack, widely known as The Financial Evangelist, is a nationally acclaimed financial educator, author, and media contributor dedicated to promoting economic empowerment.

As president of Main Street and a graduate of the University of Michigan Business School, Ryan has spent decades making financial literacy accessible to underserved communities.

From hosting Dollars and Sense on the Dare to Dream Network to partnering with organizations like Walmart and the NAACP, he blends real-world finance with biblical principles to help individuals build lasting wealth and purpose-driven lives.

Website:  http://www.mainstreetempowerment.net

Transcript-iconThis transcript is machine transcribed by Sonix

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Houston, Texas. It’s time for Houston Business Radio. Now, here’s your host.

Trisha Stetzel: Known nationally as the Financial Evangelist, Ryan is president of Main Street, an organization dedicated to bringing financial literacy and empowerment to underserved communities. A graduate of the University of Michigan Business School, Ryan began his career as a stock trader before turning his focus to financial education, leading workshops for unions, veterans, churches, students, and even the formerly formerly incarcerated. He’s the author of several books, including provision for abundance, and hosts Dollars and Cents on the Dare to Dream Network. His work has been featured on CNN, CNBC, and other major outlets. And his mission is clear make wealth building tools accessible and sustainable for everyone. Ryan, welcome to the show.

Ryan Mack: Sounds like a good guy. You just introduced their live up to it. Hope I listen.

Trisha Stetzel: I pride myself on having great introductions because we don’t do them for ourselves.

Ryan Mack: I understand.

Trisha Stetzel: Yeah. Okay. Tell us a little bit more about Ryan Mac. Who are you.

Ryan Mack: Man? I’m just a simple guy from Detroit, Michigan. Grew up in Detroit. Um, a family man. I love Jesus. He’s a lord of my life. Uh, and I try to let him dictate where I want to go and. And who I want to help. Uh, I definitely want to have more, uh, I’ve always thought about. Even when I was a young child, my mother would say I would hold a quarter in my hand, and I would hold it for hours and hours and hours. She said, why, what are you holding for four hours? Just my quarters. I would hold on to money. So I’ve always been had the money focus. So when I went to versity of Michigan, I learned about financial education and and the business school got a degree in finance. When I graduated, I took a stock trading job, and then I got an offer for the largest Nasdaq trading firm, not equity markets. I took that, and then from that my aunt called and said, Ryan, what’s a stock? And that just messed me up because like, my own family doesn’t know what I’ve been doing for at that point about six years. So I’m like, so why don’t we just go ahead and and start teaching? So I started to write every week. I would write something once and once a and I would just start to teach. I would go to the different local public housing and go to the church, go sit on panels, whatever I could do to just take what I’m doing at the stock trading firm and give it.

Ryan Mack: And then I see, you know what? I’m going to financial planning and Merrill Lynch told me, I’m going to give you an offer. Great. Awesome. But then I went to sign the paperwork, and they said, Ryan, unless you work with high net worth individuals, everybody else is wasting time. I said wow. Because I was all excited to take your stuff to my church. I’m going to take it to the public housing. I’m going to take it to Ryan. I said, wow, I said no. So I, I decided to decline that offer. Then I didn’t have a job because I’d already quit tonight. So I said, wow, man. Uh, so I started Optimum Capital Management and that started my journey of, uh, but I, I’m awful at sales. I’m the worst salesman ever because I, I was talking myself out of sales all the time. No, you don’t need that insurance. No, you don’t need that. And ironically, the blessing and the curse of the recession 2007. At that point, I had been teaching every week kids, public housing, just teaching, giving away, giving away. I’ve done it so much that I got, uh, black enterprise kind of saw what I was doing, and one of my workshops had a friend of mine. She was a CNN producer. So all that, it was just it was God. It was all God that kind of pulled everything together to say, look, uh, you suck at sales, so let’s put them on television so he can make his own sale.

Ryan Mack: And so. And when the recession hit, I’d already been doing CNN. And at that point, they didn’t have enough talking heads. So CNN picked me up and Fox picked me up, and CNN, CNBC picked me up. And then at that point, I didn’t have to make sales because people were just responding to me. So then I started just taking the newsletters, turning them into books. So that just kind of just say, you know what? Let me just follow this road, let me see where it where it goes. Uh, so I love teaching and I love that light bulb when it goes off of that returning citizen. Or you say, formerly incarcerated. I’m in prisons every month where I go to the prisons and I teach because when they when these guys come out and women come out, I want them to be educated and empowered to be able to be self-sufficient. I’m the guy that has no like politically. I have no home because I’ve always felt that Democrats always wanted to do just have handouts. But then Republicans want to take everything away, and I don’t think either of them is necessarily the answer. So it’s like, I don’t have a home. So let me just do what I need to do and create self-sufficiency. And that’s what financial education is about. So, um, wherever I go, whoever wants to hear it, whether you voted for Trident or Bump or or Trump, Biden or Trump, I want to teach. So that’s my job. And that’s what God put me here for.

Trisha Stetzel: I love that, and I love that you’re such a giver and that giving created this space that you didn’t see coming, that was able to give back to you so that you could continue to spread the word. It’s so important for us to do that. Let’s talk a little bit about Main Street. So this is your business, right? Main Street. So tell me more about the mission behind Main Street.

Ryan Mack: Well, the mission is really it came about because there’s a need and there’s an old school way of teaching financial education, and it’s our way of teaching it. Um, I, I’ve, I have a lot of, uh, corporations that I’ve, I’ve felt that financial literacy is the best marketing strategy. If you can find yourself an effective base of people. Right. So using blended learning ecosystems, the old school way is I’m going to create some financial education content, make a website and pray that people use it. And if dust could accumulate on the website, most of these websites that these organizations that create have a lot of dust on them and no one gets heavy traffic. But then there’s a way to be able to create relationships using blended learning where you can actually like our largest client. Well, today is, uh, VFW, uh, 1.4 million members. And, uh, we also have a base of 450,000 members with 1199 SEIU. Oh, no, no, excuse me, AARP New York at 2.3 million members. We started really working with them. That’s our technically our largest client, but we’re able to hit these large audiences using a strategy that not only does the online curriculum but engages. We let the people lead. We survey them first, write the curriculum based upon the survey, do quarterly workshops based on that curriculum. We do economic hotline so everyone has access to, uh, asking questions.

Ryan Mack: You’re in the bed. I got a question. What happens if I cancel my credit card? You send that question over, you get a response back, and we partner with, like over 20,000 non-profits through, uh, 1199 SEIU, AARP, Springfield Pro. So if somebody asked me a question in Houston or Sergeant, wherever you’re at, I can respond to it and give them an answer. But then also look at the top five organizations in their area that can help them for free. And so, uh, we I’ve got a few folks that helped me manage that piece, that economic. It’s like the 411 for personal finance. And then we create content every week that the goal is to, as people ask questions, we’re creating uniquely tailored on demand content that responds to the populace and where they want to go. So we’re just excited that to have these conversations with these large organizations, um, Lord willing, the creek don’t rise. Walmart might be a partner. Next time we talk, we’ll see. Um, Flynn, Zito Capital Management, they’re coming on board. So a lot of these corporations are starting to realize that I can give you an audience. And we added it up in terms of almost 6 or 7 million people that all trust us. I’ve been teaching since 1998. So they trust me to teach. So let me give you them.

Ryan Mack: You put pay $1 million to put your name on a stadium. Why don’t you pay a small fraction of that and get access to a larger amount of people that actually can give you evaluated education. So that’s what Main Street does. We’re that bridge between corporate and community teaching, financial education and providing it with real resources where it’s like a win win Like Doug McMillan, I pitched him, I said, look, man, you’ll pay less on marketing, but you’ll get access to a larger audience. So you’re worried about market share. I saw your earnings report. Let’s figure out a way to be more effective and efficient at reaching large populace. That’s what Main Street is about. We’re trying to position ourselves as that bridge, and it’s been pretty good so far. It’s been a blessing. I love it. It keeps me busy as all heck. But hey, I love creating these videos, man, and answering people. And when I get like that response, I just had a call this morning. Formerly incarcerated guy. This guy say that this guy, man, I love this guy. My first conversation with a few months with him. But we talked and he was uh, he said, yeah, man, uh, talk for a while. I said, what’s your biggest concern? I gotta get to work. I said, well, why aren’t you working? Well, I can’t work. But the doctor said, I can’t get back to work yet.

Ryan Mack: Well why not? He said, well, you know, I got a 13 shots and, you know, uh, he got shot 13 times. 12 times. And the 113 shot grazed my neck. But I haven’t been able to get back to work just yet. He’s saying it and talking like he’s like a like it was a like a mosquito bite or something. So luckily I’ve dealt with that pop up and I didn’t respond. I said, okay, you know, let’s get. So I just talked to him again this morning and I always tell him, I said, man, your story inspires me. Let’s get to work. Let’s get moving. But those are the type of things when he gets. He was in a coma when his third child was born. He came out to coma and his child was he was born. And he’s happy to see his his baby. So now we’re working together. Those are the type of things I like to see, those connections, that type of because that’s Main Street, man. That’s to the stuff that all these knucklehead politicians forget about. All these folks that are out here worried about these talking points and what no, I’m talking to the real people. And that’s what I stay in that lane. I love it, man. I love that’s what drives me every day.

Trisha Stetzel: Yeah. Well. And making a difference, right? Being able to tell those stories and and relating to other people who may have been through something similar or feel the same way, or were raised the same way, or went through the same type of, uh, growing up, if you will. Right. Uh, I think all of that is so important. So you and I were having a conversation, uh, the last time we connected, specifically about the VFW and, uh, how funding for these larger organizations. It’s not just the VFW. Right. But for some of these larger organizations, the funding is at a higher level. And these local, um, uh, entities, if you will, aren’t able to use the funding in a way that benefits them most. So can we talk a little bit more about that? I know you’re pretty passionate about it.

Ryan Mack: Yeah. I think that there’s a disconnect between local leadership and the organizations and then the boots on the ground, so to speak, where and now, um, not only VFW, I’m talking to many national organizations that are starting to realize that some of their federal funding is getting pulled. And so my whole thing is like, how come we haven’t tried before to look outside the business model of of golf outings and chicken dinners? Like, that’s not a sustainable business model where if you have a large base of people, those base people need empowerment. And there are many private institutions that are willing to spend money to get access to them through their services that they offer. So, uh, like VFW, I think now, um, I think I’m back on the I shouldn’t be talking, but whatever. I’m back on good graces with USAA. Who was was who was a who is a primary partner for VFW. And they didn’t like me at first because here comes this guy just teaching and doing all this education stuff. Like, we can do the same stuff. And VFW is like, no, you can’t do it. How we not what he does. So I’m like, look, we’re not we’re not in competition. Let’s work together, I said, because the funding provide. Let’s not to your point. Let’s not just give it to the national piece.

Ryan Mack: There are many local organizations and local posts in the 5000 posts of the VFW that are struggling. We got some of them that are like over $5 million buildings and doing well and like doing awesome, but that’s a small percentage. There’s the majority are doing just okay, but then there’s a large percentage of too large, my, in my opinion, that are just struggling to keep their doors open. So, uh, I’ll go back and forth to VFW all the time. I think your mission is great, but I think your population’s getting older. You gotta get new, fresh ideas and with new mechanisms of fundraising strategies. So right now what we’re we’re working on, I just put together a proposal last night of how we can use financial literacy through the VFW to raise money for veterans and also involve in peer to peer pedagogy strategies of having the veterans be the mouthpieces for financial literacy See raising funds in their local areas. So like this is led by the local I wrote a book for them. They’re going to publish it the quartermaster’s where um, and I hope that from that book we can ignite further conversation because one of the chapters was how you can raise funds, uh, and using outside if your business model is federal funds, that’s not a long term strategy.

Ryan Mack: That should always be a short term strategy. Get yourself on the foot and create a sustainable revenue model that doesn’t depend upon federal funding, because whether or not that federal funding continues, whether or not you don’t want to make your organization dependent upon that. So and that’s just I’m big on self-sufficiency. So, uh, we’re talking about that. I think many organizations in today’s climate are going to have to really start thinking outside the box. And I say golf outings and chicken dinners, because there’s one particular organization, I’m not going to drag them, but that’s all they do. They plan the year around these big event where they have a speech, they raise money, and then immediately they get busy planning the next chicken dinner. Yep. And they’re huge. And I’m like, yo, are you serious? Like, there has to be another way to kind of get ahead of the curve, because I’ve seen the books. They’re always behind the curve financially where they’re struggling to just keep up and they’re so busy, but they’re not doing business. And so I think there has to be, especially in today’s climate, where, I mean, whether you whether or not you like Trump or not, I don’t know what your position is, quite frankly, I don’t care.

Ryan Mack: But like Trump is trying to, he’s doing things that now are taking federal funds away from many national organizations and being hurt because of it. Again, that’s not me trying to make an assessment one way or another. That’s just factually what’s happening. And my argument with these organizations that are saying, well, my argument has always been, look, whether it’s Trump or whether it’s Biden or whoever it is, you can’t depend upon that to be your funding stream forever. It can’t be long. So my my role is what we try to do is try to help them do. And I raised about what, 4 million for operation Hope. That organization is a mammoth in terms of they’ve raised over 3 billion. So I raised like a small itty bitty piece John O’Brien brilliant. And raising money, raising funds. But that organization really taught me about how to use leverage corporate strategies, what’s their bottom line goals, and matching it with your constituent needs. There’s a intersect that organizations can do effectively, that can sustain them through a strong revenue stream that makes them not reliant upon federal funds, like use the federal funds to get you on your feet, but don’t rely on it. And then we can become self-sustainable, consequently help more people and have a stronger, long lasting impact.

Trisha Stetzel: Yeah, absolutely. Okay, so I know time is passing so fast. We’re a little more than halfway through.

Ryan Mack: But you got me excited.

Trisha Stetzel: No, no, no, it’s all good. Ryan, you have so many great things to say. But I know or and I know people are ready to connect with you. So how what is the best way to connect with Ryan Mack?

Ryan Mack: We have an economic hotline that’s available for everyone. 91780942319178094231. Text that number. And when you text the number, it goes right to my phone. It goes right to my partner’s phones. And, uh, if you have any question of any resource anywhere, it’s all free. We’re not this is not you’re not going to be uploaded to some 1999 a month charge. Everything’s free. Uh, we get my number one question to ask him in my in my classes is ask people, how do you get paid? So we get paid by the contracts and the organizations that we do 1 or 2 year contracts with organizations that pay us to teach their populace over time. So that allows me to offer the economic hotline free. So when people text that number, they ask questions and or they say, hey, I have a question and what are some resources in my area to get free help? So we got a lot of nonprofits, a lot of nonprofits out here struggling to. And this is, again, before this administration, over over years, I’ve noticed it overworked, underpaid, high, underappreciated, highly spirited, want to do good work, but they don’t have the resources in order to sustain it. So we just started galvanize, and with the help of AARP, Spring Forth Pro 1199, SEIU, others, and our personal network, we’ve kind of made a database of vetted nonprofits that we can look up via city and zip code. So when people hit us up, we send a list of top five that get some work done and they get some free help, and that way that helps them with free referrals. And it helps the people because they get ongoing help. And I mean, that’s that’s that’s biblical. The Bible says, bless us, Lord and father of our God, Jesus Christ, who hath blessed us with all spiritual blessings in heavenly places in Christ. So God gave us everything we need to be successful. We just gotta figure out how to use it effectively and put it all together to create empowerment for his people, and then we’d be all right.

Trisha Stetzel: Absolutely. Okay, so we’re just going to have to, like, keep talking for another hour. I’m kidding. I’m kidding, you guys. Uh, the information that Ryan just gave us will also be in the show notes. So you guys can grab it from there. Uh, they will also be some other information around Ryan that you can read about. Can we talk just a minute about your book, the one that I mentioned in your bio earlier? Yeah, I would love to talk about.

Ryan Mack: That was a labor of love. Um, I wrote another book. Living in the village took about three months, but provisions for abundance. God told me to write that book because, uh, there’s there’s been a a branding of the Word of God that’s been very negative as of late. And, um, the provisions for abundance is all about 365 days, where every single day there’s a, a topic, there’s a scripture that’s related to that topic. And then there’s words, my words talking about it. And then there’s a financial tip that relates to that topic and how to use that scripture. The Word of God is the most tangible financial planning manual ever created. And I think that the Bible, it’d be foolish for anyone to believe that God is not going to discuss and use those principles for money for you as we manage his resources. So it’s all about at the end of a 365 days, you read. It’s designed to read that you can read every day in seven minutes or less. And then after that seven minutes, you really want to contemplate and think, how can I implement and can I do that? Tip? Have I already done it? And I’ve got a lot of couples that are reading it together. I’ve got families that are reading it together. So the goal is to get people more in alignment. The hidden agenda is to get people to read the Bible more. That’s how God got me. He knows I’m tangible and I’m I’m a I’m a timeless Christian. I’m working on it. Pray for me because, you know, I need to. You need to put that nail in my side in order to make sure he’s real. God knows, like that guy needs to see some tangible. That’s how God.

Trisha Stetzel: Works.

Ryan Mack: I’m like, okay, cool, I got you, I got you God. But I want people to use the Word of God and to just implement it in their lives. It’s not just a to something that you just pray and meditate on. You can actually use it as a manual for your life. And I want people to use provisions for abundance in order to go back, read the word. And I tell people all the time, don’t just read me. The real expert is the Bible. So I’m just trying to get you to think about how that can be used, and then go read the word and spend some time and meditate on that word of God. Man. It’s it’s it’s life changing. It’s soul saving. Um, and I just thank God for it.

Trisha Stetzel: I love it. Where can people find your book, Brian?

Ryan Mack: Well, it’s provisions from. It’s on our website. If you go to Main Street Empowerment dot net, main Street empowerment Net is there. Uh, we’ve got all the books listed, but that one, if you buy directly from me or provisions for abundance there. Um, I, I’ve, I’ve got assigned every copy that I’ve, we send out. Um, but not that’s, that took me about that was almost three years because every day was a speech. Every day was its own speech. It wasn’t like living in a village was like, I did it in three months. Boom. But that was two and a half, three years, because every day I had to stop and then start fresh with a new concept that I hadn’t talked about before. I had to pray about it. So that was very, very, very labor intensive. But I’m it was a blessing for me to be able to finish it. But thanks for that question I appreciate you.

Trisha Stetzel: Yeah, absolutely. Labor of love. And it’s going to touch so many people and has already touched so many. Thank you for sharing that. Um, I am so excited about having you on. I have like 1200 other questions, but the next place I’m going to go is you brought up the idea of these nonprofits that are struggling, some of these, uh, smaller entities of bigger ones. And, um, from a business perspective, you know, I, I know and love and communicate with a lot of nonprofit organizations. And my lesson is always we need to treat those as businesses, because if we don’t, there’s no money for this service that we want to provide to the people that we want to serve. So we have to really focus on that. And so what you’re doing is bringing these organizations alongside of these private corporations or private businesses that can infuse money into these organizations to get them where they need to go. So can you talk a little bit more about these partnerships, or how you’re bringing these people together to create space where these nonprofits or smaller organizations can partner with bigger ones?

Ryan Mack: It’s so simple. Like, to me, I don’t understand. This is the thing. Like, I hope people don’t think I’m anti-government. But I looked at I look at the government like a cleaner of your house, right? If you can’t pay your rent, do you blame the cleaner? Right? No, the cleaner is the service provider. So that’s what I look at the government like that. So there is a role for the cleaner to keep your house clean. But if the rent’s not paid, that’s on you. Okay. So, yeah, make sure the cleaner is not doing his or her job. Then fire the cleaner, get another cleaner. But then you gotta pay the rent yourself and figure out a different way to make sure the money’s coming in, to make sure that the bills are paid. So I’m not anti-government. It’s just. I just think that we’ve overplayed the role of that. So, like, if you’re a Walmart, you know, got Walmart, target, Costco, all these organizations concerned about tariffs being passed on, they’re mitigating even I looked at Walmart trading over 40 times multiple, which is doing a phenomenal job of appeasing shareholders. But at the same time mitigating the cost of tariffs going to their customers. So doing a phenomenal job trading at high valuation. But they’re always concerned about market share. Target are not doing as well.

Ryan Mack: Costco doing really pretty well. But they’re concerned about market share. They’re concerned about getting exposure eyeballs. So they got digital platforms. They’ve created. They’ve shifted to a digital strategy where now I’m like, look, if there’s a value added component where these nonprofits can also provide, these nonprofits have the very people that shop in your stores every day, the very people that spend money in your bank, the very people that you want to create customers every day, the very folks that want to get. There’s a half $1 trillion industry in check cashing, payday loans, title loans, cash advances, refund anticipation loans, pawnshops that are pimping the crap out of poor people in urban and rural America all across this country. And they’re doing it perpetuating poverty for poor people, where if you just flip it part of what nonprofits who are reaching these very people and not just provide them with food, but give them ability to learn how to fish themselves. Now you’re funding those very potential customers that are going to go back into your stores creating empowerment. So it’s a cycle that where you got, what, 60, 70 million under under underbanked folks in this country. Now you’re creating a cycle of empowerment that allows retailers, banks, these large and small to be able to funnel customers to support your businesses. And if you’re concerned about market share, there’s an untapped market that these check cashing places are checking, cashing every single week.

Ryan Mack: So let’s get let’s make the line shorter at the pawn shop and make it longer at the banks because the banks have a vested interest. Demonize banks all you want, but the banks have a vested interest in making sure that the people make more money. Why? Because the more money you make, the more you put in there to save the savings, the more money they’re going to be able to trade. And so they have a vested interest in the empowerment of their customers. So let’s get them there, get them banked, get their credit scores jumped higher. You show me a credit score of a 500 credit score or less community. I’ll show you an impoverished community with high crime and a whole lot of drugs. You show me a credit score community of seven 4750 or higher. Uh, or maybe even maybe even 700 or higher. I’ll show you affluent business owners. I’ll show you banks, bank, bank. So it’s really about credit scores. It’s about financial education. It’s about making that, adding financial education to these nonprofits. Now you can say, as opposed to even raising money for grants. Forget the grant. Go after some, uh, marketing budgets for these financial institutions.

Trisha Stetzel: Mhm.

Ryan Mack: Now I can’t again rest. But laws don’t allow you to say hey Chase. Chase funded this so go use Chase. But if you put your name Chase brand on this, this. Oh we just partnered with them. They, they reach 1.2 million inmates per year on tablets. I’m like fifth, third. We’re talking about October 24th, fifth, third. Walmart. Why aren’t you why is it your name and your brand on those tablets when they come out of prison, who are they going to go first that they’ve been seeing every single day with that content. So now raises money because they’re a nonprofit. Walmart gets their brand out there. Chase any of the plug and chug that and they’re getting their name on a needed component. You want to talk about criminal justice reform. Idaho’s doing it, but they too doggone humble. And there’s nothing wrong with being humble. But I wrote an article called humble, impactful and Broke because y’all are humble. Y’all are impactful, but you’re broke. So let’s use it to start the criminal justice. Everyone wants to talk about criminal justice reform like a talking point. Solve it. And that’s the beautiful part. This don’t require any government. I didn’t mention the government one time in that Walmart comes in funds Idaho. You can plug and chug Walmart with any other nonprofit. Doing work at scale comes in funds it. People are empowered. Customers are created, dollars are circulated affecting the community. It’s to me, it just bewilders me how we’re not thinking this way.

Trisha Stetzel: There’s so much passion for this topic, and I appreciate you even taking the time to be on the show with me today. So as we circle around to the back end of our conversation, we’ve talked a lot about organizations, and I know that people are already interested at that, uh, or in that perspective and having a conversation with you. But let’s just in our last bit, talk to the individuals. So if you can leave our listeners with one piece of advice about building wealth and financial freedom, even for those who feel like it’s out of reach, what would it be?

Ryan Mack: I’m first John 318 all day our love must not be a thing of words and fine talk, but must be a thing of action and sincerity. Then you want to say, faith without works is dead, as James 217, but we gotta. Faith is the most empowering principle of finance, and nothing happens without faith. Okay, and faith mathematical equation have belief and have acting. So if you believe that you’re going to buy a home, I’m going to buy a home. I’m going to be a homeowner one day. Okay. That’s great. It’s great to have that belief. But what action have you corresponded with that if you’re renting, do you want to do you want to use your rent and say, if your rent is $1,000 a month, up to 1200 bucks a month and like that, act like that’s your mortgage, it’s 200 bucks a month extra. Let’s go. $200 goes into your savings account. If you call the plumber over and it fixes your sink, you act like you had to pay the plumber. Your landlord pays it, but you pay it, but you put it in your savings account. If you’re if your roof leaks on your rented apartment, you act like you had to take out a loan to fix that roof. So that’s faith. That’s faith in action and using a real money to put money in your savings account. So now you’re using faith to learn how to be a homeowner, or to be a or to be a business owner. Start acting like you run a business and all the things there’s many different. Faith is the most important component, but you have to believe it. You gotta act. If you don’t have both those things, you don’t have faith.

Trisha Stetzel: Wow. Uh, my head is exploding right now. It’s so simple. And that’s what I love about all of the things that you bring to the table. You take these really complicated things and bring them down to something so simple and so actionable and so reasonable that people can go do them and believe in them. And faith is the intersection of belief and action. That’s what I heard. I love that so easy. Wow. All right, one more time. The phone number that people can reach out and ask questions.

Ryan Mack: (917) 809-4231 text it any question or resource you want. It’s there. You will not be charged a dime. Ever. We don’t take money from individuals, only corporations who want to pay our bills.

Trisha Stetzel: I love it, Ryan, again, thank you so much for your time. This has been awesome.

Ryan Mack: I appreciate your platform and your passion and your spirit to helping people. It’s an awesome. It’s a godsend. I really appreciate you.

Trisha Stetzel: Thank you Ryan. That’s all the time we have for today. Guys. If you found value in this conversation that I had with Ryan today, please share it with a fellow entrepreneur, a corporation, a veteran, uh, or a Houston business leader. Ready to grow. Be sure to follow, rate and review the show. It obviously helps us reach more bold business minds just like yours and your business. Your leadership and your legacy are built one intentional step at a time. So stay inspired, stay focused, and keep building the business and the life you deserve.

 

Meijah Lewis on Sugar Daddy Cookies, Jeff Brown on Cybersecurity

October 23, 2025 by John Ray

Meijah Lewis on Sugar Daddy Cookies, Jeff Brown on Cybersecurity, on Family Business Radio with host Anthony Chen
Family Business Radio
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Meijah Lewis on Sugar Daddy Cookies, Jeff Brown on Cybersecurity, on Family Business Radio with host Anthony Chen

Meijah Lewis on Sugar Daddy Cookies, Jeff Brown on Cybersecurity (Family Business Radio, Episode 69)

Family Business Radio host Anthony Chen welcomes Meijah “Mimi” Lewis of Sugar Daddy Cookies and Jeff Brown of TakTik Technologies. Mimi shares how a pandemic kitchen idea became a fast-growing cookie brand, from landing a 4,000-cookie Amazon order to expanding into vegan and gluten-free lines and preparing for a brick-and-mortar location. She explains what she would change about hiring and why family rhythms and faith shape every decision.

Jeff outlines a practical roadmap for small businesses to modernize IT, choose the right mix of cloud services, and harden security, covering AI readiness, backup and continuity basics, and simple controls that prevent costly mistakes.

Anthony closes with a reflection on legacy, urging owners to clarify why and the values they want to pass on to their kids and grandkids, noting that dollars alone rarely sustain a family enterprise across generations.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Key Takeaways from This Episode

  • Product plus story creates traction: quality ingredients and a memorable brand experience open doors.
  • Large early wins signal reliability: delivering a 4,000-cookie corporate order builds credibility.
  • Serve dietary needs well: vegan and gluten-free options broaden the market without diluting the core.
  • Hire deliberately: document processes, set expectations, and protect culture as demand grows.
  • Most firms land on hybrid cloud: balancing cost, performance, and compliance rather than going all in on one model.
  • Do an AI readiness check: data quality, policies, validation steps, and change management come before tools.
  • Security basics matter: backups, encryption, MFA, phishing education, and tested continuity plans prevent downtime.
  • Trust but verify: confirm unusual payment or account-change requests through a separate channel.

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:46 Meet Mimi Lewis from Sugar Daddy Cookies
00:57 The Sweet Origin Story
01:44 From Hobby to Business
05:57 The Cookie Empire Takes Off
08:09 Balancing Family and Business
11:35 Future Plans and Challenges
15:20 Fan Feedback and Expansion
16:45 Homeschooling and Family Involvement
21:54 Reflecting on Growth and Team Building
23:37 Facing the Fears of Entrepreneurship
24:57 Staying Grounded in Faith
25:47 Legacy and Future Aspirations
26:45 Finding Sugar Daddy Cookies
27:24 Introducing Jeff Brown and TakTik Technologies
29:17 The Importance of Being Technology Agnostic
33:44 AI and Cybersecurity: Risks and Readiness
40:37 Ransomware and Business Continuity
50:11 Advice for Aspiring Entrepreneurs
53:30 Anthony’s Financial Take on Legacy

Meijah “Mimi” Lewis, Sugar Daddy Cookies

Meijah "Mimi" Lewis, Sugar Daddy Cookies, on Family Business Radio with host Anthony Chen
Meijah “Mimi” Lewis, Sugar Daddy Cookies

SSugar Daddy Cookies is a family-owned gourmet bakery located in Atlanta, Georgia, founded by the husband-and-wife duo of Will and Mimi Lewis during the COVID-19 pandemic in 2021. The business began when Will baked cookies for Mimi during her pregnancy, which sparked a venture that quickly grew into a beloved local brand known for its artisanal, handcrafted cookies made with premium ingredients and natural sweeteners such as honey and maple syrup.

Located in Buckhead at 3393 Peachtree Road NE, Sugar Daddy Cookies offers a full lineup of signature cookies, brownies, and lemonade—with playful cookie names like Mr. Clifford (chocolate chip), Mr. Larry (lemon and powdered sugar), Mr. Roosevelt (red velvet and white chocolate), and Mr. Benjamin (birthday cake). Their menu includes vegan, gluten-free, and dairy-free options, ensuring accessibility without compromising flavor.​

The company emphasizes quality and community, crafting each batch from scratch and maintaining an active presence at Atlanta events and pop-up markets. Sugar Daddy Cookies continues to grow as a local favorite by combining nostalgic flavors with a personal, heartfelt small-business story, offering seasonal favorites like Georgia Peach Cobbler Cookies and custom party platters.

Website | Instagram | Meijah’s LinkedIn

Jeff Brown, TakTik Technologies

Jeff Brown, TakTik Technologies, on Family Business Radio with host Anthony Chen
Jeff Brown, TakTik Technologies

Jeff Brown is the founder and chief executive of TakTik Technologies LLC, a technology services firm based in Johns Creek, Georgia. He started the company to help small and midsize businesses run more efficiently, reduce IT costs, and strengthen their protection against cyber threats. With more than 35 years of experience in consulting, risk management, and information security, he works with clients to streamline operations and build strategies that improve both performance and profitability.​

Before founding TakTik, Brown held senior consulting and leadership roles with organizations in the Atlanta area, including Blackstone and Cullen. Known for his practical approach and steady management style, he focuses on solving everyday business problems through sound technical planning and disciplined execution. He also volunteers with professional associations such as the Metro Atlanta Chapter of the Information Systems Security Association and InfraGard, where he supports cybersecurity awareness and community education.

Website | LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. 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 anthonychen@lfnllc.com.

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.

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Hands-On Learning: The Mobile AI Studio Bringing Technology to Life Across Georgia

October 23, 2025 by angishields

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Cherokee Business Radio
Hands-On Learning: The Mobile AI Studio Bringing Technology to Life Across Georgia
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In this special episode of Cherokee Business Radio, Joshua Kornitsky broadcasts from the Russell Innovation Center in Atlanta to spotlight the EDA Georgia AIM Grant Project Three. Guests Quia Cunningham and Sherard Polite discuss how their mobile AI studio is bringing hands-on artificial intelligence and manufacturing technology experiences to communities across Georgia. The episode explores the project’s focus on education, workforce development, and entrepreneurship, highlighting partnerships, community engagement, and upcoming events—all aimed at fostering innovation and career readiness in Georgia’s evolving manufacturing sector.

Brought to you by Diesel David and Main Street Warriors

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Q-CunninghamQuia Cunningham serves as the Project Director for the EDA Georgia Artificial Intelligence in Manufacturing (GA AIM) grant at the H. J. Russell Innovation Center for Entrepreneurs.

An Atlanta native, Quia is driven by a deep passion for providing resources and knowledge that empower individuals and communities to thrive. With more than 15 years of experience in educational leadership and federal program management, she has built a strong record of advancing access, learning, and opportunity.

Quia is excited to contribute to a field that fuels innovation and imagination, helping shape the future of manufacturing through the power of AI.

S-PoliteSherard Polite is a seasoned project manager and servant leader with extensive experience overseeing complex initiatives and leading diverse teams across the nation.

With a proven ability to deliver results in high-impact environments, he has successfully managed multi-year projects funded by organizations such as the U.S. Department of Health and Human Services, National Institutes of Health, NASA, Apple, and Pfizer. Most recently, he plays a key role in managing the EDA Georgia AIM grant, a statewide initiative focused on advancing artificial intelligence and manufacturing innovation through workforce development, strategic partnerships, and applied research.

His career highlights include his work as a Health Policy & Initiatives Manager for the 100 Black Men of America, Inc., where he implemented innovative solutions to address systemic health disparities, and as a Senior Health Educator with the Fulton DeKalb Hospital Authority.

Renowned for his organizational expertise and collaborative approach, Sherard Polite excels in driving strategic initiatives from conception to execution. He leverages a results-oriented mindset to ensure projects meet or exceed expectations while fostering stakeholder engagement. RICE-logo

Above all, Sherard is a loving father of two who brings the values of care and compassion to both his personal and professional life. His dedication to servant leadership drives his unwavering commitment to advancing equity and fostering healthier communities nationwide.

Follow Georgia AIM Project 3 on LinkedIn, Facebook and Instagram.

Episode Highlights

  • Overview of the EDA Georgia AI Manufacturing (AIM) Grant Project Three
  • Integration of artificial intelligence in manufacturing technologies
  • Focus on innovation, education, and career readiness in Georgia
  • Development and purpose of a mobile AI studio for hands-on learning
  • Engagement strategies for diverse audiences, including students and entrepreneurs
  • Collaboration with workforce development and educational institutions
  • Measurement of project success through community engagement and partnerships
  • Importance of strategic partnerships, including with Georgia’s CEO program
  • Impact of the project on local economic development and job creation
  • Future events and initiatives to promote AI and manufacturing awareness

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. It’s time for Cherokee Business Radio. Now, here’s your host.

Joshua Kornitsky: Welcome back to Cherokee Business Radio. I’m your host, Joshua Kornitsky professional EOS implementer. And today, we’re not in the studio in Woodstock. We’re doing a remote broadcast from an absolutely incredible place called the Russell Innovation Center, downtown Atlanta. We’ll talk a little bit more about the Russell Innovation Center and who we’re here to talk to in just a minute, but I want to make sure we know that today’s episode is brought to you in part by the Community Partners Program, the Business RadioX Main Street Warriors. Defending capitalism, promoting small business and supporting our local community. For more information, please go to Main Street Warriors org and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors Diesel, Inc. please go check them out at diesel. Com. Well, as I said, we’re not in the studio today. We’re coming to you live from the Russell Innovation Center in downtown Atlanta. My guests today are Quia Cunningham, who is the project director. My guest today is Quia Cunningham, the project director of the EDA Georgia Aim Grant project three and shared I swear this never happens to me. We’ll try it one more time. My guest today are Quia Cunningham, the project director of the Eda Georgia Aim Grant project three, and the project manager, Sherard Polite, also from the Georgia Aim Grant, project three, the EDA, Georgia Aim Grant project three. It’s a lot to remember, so welcome both of you. I’m so happy to have you. Quia, Sherard, let’s start by talking about what got you here. What what brought you, uh, to Georgia. If you’re not from Georgia, what brought you to the Russell Center? And ultimately, what got you involved with the EDA Georgia Aim grant project three?

Quia Cunningham: Absolutely. Joshua, we’re so happy to have you here at the Russell Center for entrepreneurship as well. We are, uh, the faces and the the brains behind keeping this grant moving and progressing and the way we got here, I myself, I, uh, my background started off in education. Okay. Um, I worked my way up through educational leadership, and then I moved over to federal programing, uh, within the school district. And then I made a little pivot and came over to the federal grant side of things, okay. And became the project director of this wonderful program, um, that’s connected to so many other wonderful programs in Georgia. Um, so let me let Gerard. Yeah. Tell us about you.

Sherard Polite: Yeah. Thank you. And welcome. Welcome to the Russell Center. Yes. So I’ve done programing, uh, all across the United States. I’ve done some programing in other countries, such as Turks and Caicos and also in London, uh, a lot of community, uh, activations. Um, and that that kind of summed up all of my, uh, my work that brought me here, um, to be working on this fabulous grant, uh, because, as you know, AI is the future, and the future is is now.

Joshua Kornitsky: You could not be more. Right. So. So tell me, what is the Aim grant project three?

Quia Cunningham: Absolutely. Um, well, approximately three years ago, maybe a little more. Almost four. Um, a wonderful opportunity was, uh, was offered by the Build Back Better grant Build back Better program, I should say, uh, from Biden’s administration through the EDA, where they were offering grants to promote the use of manufacturing in AI and kind of make manufacturing great again and showing. Showing basically the people that these this is the place for innovation, that Georgia is the place for innovation and employment and bringing people to that career path as an opportunity and basically going from K to gray, from educating young children, young students, and building a path and program that builds up to job readiness and career readiness, including AI and manufacturing and all types of technological innovations.

Joshua Kornitsky: Okay.

Quia Cunningham: And you’re right.

Joshua Kornitsky: Well, so so you’ve both mentioned AI now, but I’m still not clear on what the mysterious project three is.

Quia Cunningham: Wow. Well, project three is kind of a the on the road force of the the the Georgia Aim grant. And when I say Georgia aim, I want to make sure I’m clear the Georgia artificial intelligence and manufacturing grants.

Joshua Kornitsky: Okay. So the the a and the AI in aim is.

Quia Cunningham: Aim and.

Joshua Kornitsky: Ai. Now I get it. Okay. So artificial intelligence and manufacturing. And so what have you done as a, as a part of this grant to get this to more people?

Quia Cunningham: So basically what we’ve done is part of the grant kind of listed direct fundamentals that needed to be covered. Um, the first big piece of that was building a AI mobile studio that could be on the road and taken all around Georgia to give people the opportunity to interact and engage in a very innovative environment to show the, you know, the wonderful technology that is available within AI now and that is only going to progress and become even greater, um, things that are already in use in manufacturing now and kind of give people a hands on experience in that environment.

Joshua Kornitsky: So you, you built a mobile version of this.

Quia Cunningham: A mobile version that includes.

Joshua Kornitsky: What does it look like?

Sherard Polite: Well, our mobile version is actually 53 foot mobile studio. It’s on wheels. It’s mobile. We bring it all across Georgia. It’s a different communities. Uh, it has a lab that’s equipped with advanced tools and educational vignettes to showcase, you know, these real world applications of AI. We have things such as the robotic arms, we have drones, we have CNC printers, 3D printers, laser cutters, robot dogs, and much more.

Joshua Kornitsky: Wow. So is it built 53ft? It sounds too big to be like an RV. What is it built into?

Quia Cunningham: We actually attach it to a rig.

Joshua Kornitsky: Oh, so it’s like a full 18 Wheeler.

Quia Cunningham: You gotta have a driver. Wow, that takes it all around. Wherever we are scheduled to be and wherever we’re, you know, allowed to promote, um, this wonderful opportunity for people. You know, we do travel a lot to, to, you know, areas that may not have had opportunities to engage with this type of technology because we want everybody to understand that this is a choice and a path that is within reach.

Joshua Kornitsky: Well, so you said something that caught my attention. You said engage, right? So everything that Sherard pointed out sounds very expensive. So I would think, you know, usually when you see something like that rolling along, it’s behind a very nice piece of plexiglass. And there’s a sign that says, this is a robotic arm.

Quia Cunningham: No, we want you to touch experience. We want you to see what your hands can do and what the technology can do without, you know, any any particular barrier to being able to do that. Because if I bring you something and you can’t touch it, are you really getting the experience?

Joshua Kornitsky: No, no, not at all. That’s why I’m kind of surprised by that. And and I think you touched on it very briefly. And I want to also make sure that I ask who is the intended audience for the engagement that you’re delivering?

Quia Cunningham: Oh, I would love to answer that for you. So, you know, like we are here in this building now. We are in the Russell Innovation Center for entrepreneurship.

Joshua Kornitsky: Okay.

Quia Cunningham: Part of AI most definitely includes entrepreneurship.

Joshua Kornitsky: I can speak to that.

Quia Cunningham: Absolutely. So when we when you put those things together, the grant kind of encompasses both of those. So we want the relationships with manufacturers in order to bring people to the table of what that looks like and how a career path could look at that. But also, entrepreneurs need to have the opportunity to engage and learn about automation and AI so they can scale up their businesses, which is what the Russell Center does an amazing job of.

Joshua Kornitsky: So this isn’t just a rolling tour for me to decide what to major in in college.

Quia Cunningham: No. Absolutely not. It is an opportunity for you to see what’s out there and hopefully inspire you to either look forward in that direction, or even take the piece that you need to just further your understanding and knowledge.

Joshua Kornitsky: It sounds absolutely incredible. So did you guys actually design and and build the the rig here? Sorry, the mobile studio here.

Quia Cunningham: Well, like I said, it’s been a few years in the making. Um, the it took the first two years to kind of get the, all the items together to get the studio designed. And you know, before that, we were there were still, you know, the mission of reaching the people. So you would go out into the communities and do demonstrations of things. But once we got the mobile studio complete and rolling out, we were able to completely change the program and how we approach the entire subject. So that took, you know, definitely years of planning, putting together, you know, what would be the most effective and what people would get the most benefit and impact from.

Joshua Kornitsky: So it really sounds like it’s a pretty incredible, um, educational opportunity. Absolutely. It’s not just, uh, hands on, but it’s actually something that that you can experience firsthand. Before I have a million questions, my background is all technology, but. But I do want to ask, how did how did you get connected with the the Russell Center for Innovation and Entrepreneurship?

Quia Cunningham: Well, sure. Um, let’s talk about how Russell Innovation Center for entrepreneurship is like no other place. Um, it connects entrepreneurs who we like to, you know, lovingly call stakeholders. That is their title, because they have a stake in what happens in this building and how it affects them. So this is an incubator for entrepreneurs to gain resources to learn about securing capital, to also, you know, receive just as much attention, to build and scale their businesses to places that they may not have even imagined they could go to. Um, you know, it covers programing. It covers, um, just special opportunities with major manufacturers, distributors and just providing people with the information that they need and the uncommon access of being in a building with full of entrepreneurs who and coaches and people who are there to strictly help your business be better.

Joshua Kornitsky: So it sounds like it was kind of a natural partnership.

Quia Cunningham: Made sense.

Joshua Kornitsky: And on that front, okay, so here you have this mobile studio that’s got drones, robots, AI manufacturing, uh, a robotic dog, internet of things. Um, all of this really bleeding edge technology other than your own engagements where you take this out and have scheduled events where people will be there. How else do you. Well, so I like I said, I got a million questions. How else do you get to a place where. Okay, I’m interested. Someone wants to turn what they’ve learned into a career path. How do you. You’re not doing the employment side of this, right?

Quia Cunningham: Well, our job is connections.

Sherard Polite: Yes. And I can speak to that. So we connect, uh, manufacturers and future job seekers. Um, that’s with our strategic partnerships. So, you know, part of our grant, one of our KPIs is to support entrepreneurs and to support manufacturers. Okay. We go out to the manufacturers. We, uh, let them know and show them how AI can, you know, enhance their business processes. Right. And at the same time, we are working with their workforce development departments, and we’re actively going to colleges, universities, these different trade schools and we’re bringing out their resources. We have a partnership with Tag tag, and there’s an online platform in which they they post jobs and they actually use AI to help select the top five candidates. And then those candidates can actually be sent to the manufacturers. So, you know, if you’re in the job seeking, uh, you know.

Joshua Kornitsky: Mode.

Sherard Polite: Right. Uh, you can, you know, access that website, you can come, come check out one of our events, okay. And then you can go check it out, check out one of the jobs. And then, you know, if you see something that you see fit, then you definitely apply. So we’re we’re trying to make sure we’re engaging both sides.

Joshua Kornitsky: So it’s through those strategic partnerships that you’re really extending the impact of what you’re doing with the mobile studio.

Quia Cunningham: It’s a must. Um, because bringing the studio is a wonderful, you know, opportunity. But we want that to lead to the next step.

Joshua Kornitsky: Absolutely. What’s the point? Otherwise you’re you’re you’re you’re essentially a road show to show cool things and then.

Quia Cunningham: Inspire, right? You know, give someone the opportunity to say, hey, I could do this. I could incorporate this into what I do for a living and make money off of this. So that’s the you know, that’s the overall goal is to show people the future and how the future is here now, like Sherard said, and how we have to, you know, upskill and learn that, you know, you have to be able to transfer and move into these fields because this will be, you know, where we are going and you know the train is going to move.

Joshua Kornitsky: Do either or both of you have the opportunity to to accompany the mobile studio?

Quia Cunningham: Oh, absolutely.

Joshua Kornitsky: Yes. So so I have to ask this. I have two daughters. Do you. Is it cool? Do you see the light go on. For kids or for adults or for, uh, an entrepreneur that that they’re like, oh, that’s possible.

Quia Cunningham: Every time.

Sherard Polite: Every single time.

Joshua Kornitsky: That’s, you know, as a parent, seeing it with kids is one thing. As a as a business coach who works with entrepreneurs, when that light goes on, that is ten times more rewarding to see an adult realize that that there are no limits on their ability to continue to advance and move forward. So that has to be incredibly gratifying.

Quia Cunningham: Oh, absolutely. I feel like that is, you know, most certainly what makes each all the hard work and labor that goes into maintaining this program and, you know, making sure everything is handled through processes that, that that is the ultimate reward is that when we’re on the road. And I’ll give a key example, we just got back from Georgia a week where there were 13 events scheduled throughout Georgia the entire week. So we went from Carrollton to Augusta to Athens and then ended up down in Rankin County. Wow. Yeah. Effingham County at Effingham. Um, career tech career tech Academy. So we ended up, you know, being able to see and interact with so many people, um, from UGA to the to Carrollton, Southwire 12 program. Amazing. If you get a chance to look it up. Um, Georgia Cyber Center, we like we’ve been all over the place. So last week was, you know, a beast, but it was, you know.

Joshua Kornitsky: Definitely must have been incredible.

Quia Cunningham: Yeah. And so the planning that goes into it is way more than people think. But with that being said, it definitely shows the proof is in the pudding of what we get to see when we get there.

Joshua Kornitsky: So what does success look like for a project like this? When when everything that you’re describing, because your term was, was, uh, all Georgians, right? This serves all Georgians. This I gave the impression and I did it a second time referencing my daughters. This is not just for children. This is for any Georgian. Mhm. Um, that’s a really broad target audience or target market. It is. What does success look like. How do you know that you’ve made an impact. What are your goals?

Quia Cunningham: You know success. Uh, you know on paper looks like, you know, meeting, you know, quotas on how many people were able to engage with and interact with. It also looks like, you know, building that connection between entrepreneurs and automation and AI and providing opportunities and workshops to to teach and show them the path of how that looks. And then it also involves the job readiness and career connection part of it. Um, like Gerard was, you know, speaking on our, our partnership to, to to put together job seekers and job ready Georgians with actual job openings. So our success looks you know, it’s probably about 5 to 6 pronged. But you know, the major key pieces are, you know, assisting entrepreneurs with making that connection and scaling their business using AI and technology. Uh, it also looks like reaching Georgians and, you know, meeting all 12 economic regions of Georgia. It also looks like, you know, making sure that we assist in employing as many people and connecting to jobs as possible. Um, it also looks like, you know, ongoing and continued success with the mobile studio. You know, once the grant period ends, like moving on and figuring out the next step and how that looks.

Joshua Kornitsky: So understanding that there’s not an. Well, first of all, I’ve asked about how you measure success. How are you doing on those measures.

Quia Cunningham: This is the one for that.

Sherard Polite: Yeah. We’re actually we’re doing very good as far as, uh, our timeline goes. Um, I mean, we’re we’re ahead, um, of most of the KPIs, especially engagement. Yeah, engagement. We I mean, we’re.

Joshua Kornitsky: I mean, you got pretty shiny toys. People want to see them.

Sherard Polite: Yeah. It’s not hard to get people to come out. We got a big draw. Um, and that’s kind of how we hook them, right? Uh, our engagements are looking fantastic. Um, we’re, you know, we’re in the thousands, um, you know, tens of thousands of engagements. Um, as far as, um, manufacturers go, uh, we’re steadily increasing our stakeholder, uh, register of manufacturers. So we’re, we’re making great partners, like Georgia CEO, for example.

Quia Cunningham: Exactly.

Joshua Kornitsky: Tell us about Georgia CEO.

Sherard Polite: Yeah. Georgia CEO.

Quia Cunningham: I mean, it’s a it kind of happened and it made sense and we didn’t even know at the time what was what was happening. But then once we made the connection with Marie, I believe I met Marie down in Albany at, uh, the Agra. Agra fist. Agra. Agra Tech Fest, uh, that was hosted by our wonderful community engagement specialist, uh, Clinton. Um, I was able to meet and interact with Marie, and then someone else brought us back together again. And, you know, we were able to discuss, like, just how she works with manufacturers and how important employee ownership is. Um, and then that brought us to, you know, now at the end of this month, we are working together on a celebration of, you know, Georgia Center for Employee Ownership and, you know, succession. We’re working on a celebration with them that will be hosted here at the Russell Innovation Center for entrepreneurship. And we’re super excited about that. We’ll have the mobile studio here.

Joshua Kornitsky: Oh, wow.

Quia Cunningham: Yeah. And we’ll be able to have, you know, manufacturers of employee owned companies will be able to have stakeholders here to interact Iraq together. Also another really important stakeholder here, Kendra Futures. They’ll be here talking about secession. So it’s just a kind of a match that makes sense and makes sense for what the the goal is for both. Both of us.

Joshua Kornitsky: Well, I’ll be here too, then.

Quia Cunningham: You sure will, won’t you?

Joshua Kornitsky: I sure will. We’re gonna see who else we can learn from.

Quia Cunningham: Absolutely.

Joshua Kornitsky: That I’m overwhelmed by what it is you guys have put together. And, uh, do you have any idea the numbers of people that that have experienced the mobile studio?

Quia Cunningham: Oh.

Joshua Kornitsky: Um, I mean, ballpark, ballpark, ballpark.

Sherard Polite: Around 12,000 or so.

Joshua Kornitsky: That’s pretty incredible. And I know that you said the project’s three years old, but how long has the mobile studio actually been out there?

Quia Cunningham: One year. That’s one month.

Joshua Kornitsky: Wow. So you’re averaging around 1000 a month and and, uh, I can’t wait for the future to learn what the impact of this has been, because you’re you’re planting seeds, right? And and those seeds need time to germinate and grow. But there’s going to be success stories. There’s no question about it. Yeah. And the fact that you’re seeing those fires lit while you’re out there. That’s absolutely amazing. Excuse me. I’m so sorry. So how do people learn more?

Quia Cunningham: Well, uh, we are googleable.

Joshua Kornitsky: Okay.

Quia Cunningham: And, um, you know, just I know it’s we’ll.

Joshua Kornitsky: Put the links on when when we publish and push out the podcast, we will put the links up there. Sure. But it’s the, uh, the Georgia Aim grant project three, right?

Quia Cunningham: And the easiest way to find us, um, would be through our socials.

Joshua Kornitsky: Okay, we’ll get all of those from you, but if you know them, say them.

Quia Cunningham: Yeah, they’ll be listed. Right. We’re on Instagram. We’re on LinkedIn. Uh, heavily. Um, we also, uh, have a newsletter that we send out. So, you know, once you sign up with us to get more information, we kind of send you links to be able to, to check all of check us out and check out where we’ll be and where we’ve been. And, you know, and we have, uh, you know, a wonderful presence online that gives, you know, just connections to where AI is and where it’s going. And that’s really important because I feel like what you what you present to the world in person is only strengthened by what you present to a digitally. So we love to provide the opportunities for people to see, you know, more about or investigate more about what AI is, um, how it’s connected to manufacturing and you know, what events we have coming up, because a lot of them are public facing and people can register and join.

Joshua Kornitsky: So wonderful. Anything that you want to highlight that you know is coming up in the short term, other than obviously here at the Russell.

Quia Cunningham: Yeah. Um, our next big event is definitely, you know, going to be here and that’s, that’s going to be that’s listed online through our socials as well. So people want.

Joshua Kornitsky: October 28th, October 20th and that is open for anyone that wants to come.

Quia Cunningham: It’s open. Yes.

Joshua Kornitsky: Wonderful. Okay. So we’ll make sure that we have that link so that everybody knows. Yeah. Um, we’d love to have you. I am a lifelong technology enthusiast, and everything about this just has me. I can’t wait to play with it all. Uh, it sounds absolutely like the best toy to show you. Yeah, it’s the best toy I’ve ever seen. I want one under the tree for Christmas. Oh.

Quia Cunningham: That’s a big.

Joshua Kornitsky: Tree. Yeah, I guess it would have to be. Yeah. Um, well, I can’t thank you both enough for your time again. Uh, my guests have been Quia Cunningham, who is the project director of the Iida Georgia Aim Grant project three. And remember, Aim stands for artificial intelligence and manufacturing. And I’ve also had with us the project manager, Sherard Polite, also for the Iida Georgia Aim project Grant project three. And it’s important that I say all of that because when you’re dealing with a grant and I want the the, the folks listening to know, you have to acknowledge where that grant comes from. And that’s why, uh, though I may step over it or step on it when I say it, it’s really important that we communicate where Grant comes from, because that Grant is absolutely making a difference.

Quia Cunningham: Absolutely. And it’s so, uh, it’s important to know and for people to understand the source so they can understand and feel more comfortable with interacting and engaging and knowing, you know, where we’re going and how that will impact them and their communities.

Joshua Kornitsky: I can’t wait to see this mobile studio.

Quia Cunningham: Absolutely.

Joshua Kornitsky: Thank you both so much.

Sherard Polite: Thank you, thank you.

Joshua Kornitsky: Just as a reminder, today’s episode is brought to you in part by the Community Partner Program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, please go to Mainstreet Warriors. And a special note of thanks to our title sponsor of the Cherokee chapter of Main Street Warriors Diesel, Inc. Please go check them out at diesel. Com. My name is Joshua Kornitsky. I am a professional implementer of the Entrepreneurial Operating System, also known as EOS. Your host here on Cherokee Business Radio. Thank you for joining us. We will see you next time.

 

Avoiding Financial Surprises: The Importance of Proactive Planning and Communication in Wealth Management

October 22, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Avoiding Financial Surprises: The Importance of Proactive Planning and Communication in Wealth Management
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In this episode of Atlanta Business Radio, Lee Kantor interviews Craig Robson, founding principal of Regent Peak Wealth Advisors. Robson discusses his transition from engineering to wealth management, his 25-year career at Merrill Lynch, and the founding of Regent Peak to better serve clients with complex financial needs. The conversation covers Regent Peak’s holistic, collaborative approach to serving business owners, executives, generational wealth families, and high net worth individuals, emphasizing proactive planning, technology integration, and coordination with other professionals to deliver comprehensive, client-centered financial advice.

Craig Robson is the founder of Regent Peak Wealth Advisors. At Regent Peak, he serves as Managing Director and sets the firm’s overall vision and strategy. The creation of Regent Peak Wealth Advisors, an independent advisory firm, is a direct result of his desire to provide all relationships with objective advice free from the conflicts of interest that might come from large institutions.

He earned a bachelor’s degree in industrial engineering from Lehigh University in 1991. For the next 3 years Craig provided consulting services on behalf of Accenture Consulting, primarily within their manufacturing and information technology divisions, to both publicly traded and privately held corporations.

An unexpected opportunity to employ his practice management experiences within the financial services industry arose and in 1994 Craig embarked on creating a unique wealth advisory offering within Merrill Lynch. He has been recognized for his investment acuity and was recognized by Forbes Best-in-State Wealth Advisors list in 2024 and 2025.

He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® (CIMA®) designation and he is a Certified Divorce Financial Analyst® professional. He holds all the relevant general securities registrations and insurance licenses.

Craig and his wife Angelia have two children, Nicholas and Lucas, and they live in Atlanta, Georgia. He enjoys playing ice hockey, swimming, hiking, volunteering for animal rescue groups, food drive initiatives in his local community with church, and coaching youth sports.

Connect with Craig on LinkedIn.

What You’ll Learn In This Episode

  • Wealth management strategies for diverse client categories
  • Services tailored for privately owned business owners and corporate executives
  • Support for multifamily generational wealth families and high net worth individuals
  • The importance of a consultative and holistic approach in financial advisory
  • Collaboration with other professionals, such as CPAs and estate attorneys
  • The role of technology and AI in enhancing client understanding and engagement
  • Proactive financial planning and tax strategy discussions
  • Addressing complex financial needs during life transitions, such as divorce
  • Continuous growth and learning for both clients and advisors
  • The evolving landscape of the wealth management industry and client-centric practices

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program. The accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we wouldn’t be sharing these important stories. Today on Atlanta Business Radio, we have the founding principal and managing director at Regent Peak Wealth Advisors, Craig Robson. Welcome.

Craig Robson: Hey, Lee. Great to be with you. Thanks for having me.

Lee Kantor: Well, for folks who aren’t familiar, can you share a little bit about Regent Peak Wealth Advisors? How are you serving folks?

Craig Robson: Yeah, I’d love to. So. So, Lee, we think of Regent Peak as a registered independent advisory firm that intentionally serves wealth creators. And we kind of think of them in four buckets or categories. The first would be private label business owners such as myself. The second would be corporate executives or C-suite executives, as we like to kind of think of them, that could be a CEO or a CFO of a publicly traded company. The third kind of wealth creator bucket would be multifamily generational wealth. So you’ve got a matriarch and a patriarch of done just a fantastic job of growing their wealth, working really hard throughout the years. And now they’re looking for an advisory firm to help them just start to shift assets towards future generations. There’s lots of education around that to make sure that they do it successfully. And then fourth, and finally, I would say high net worth, even ultra high net worth divorcees. Unfortunately, people do get divorced in this country and we will serve one of those individuals even through the mediation process if needed, but equally, if not more important in helping them kind of create a life plan post-divorce. So and really just a commonality amongst those wealth creators is that they’re looking for an advisory firm to really kind of coordinate their financial affairs so they could focus on the things that they tell us they really love to do, like their own careers, their families, and their hobbies and interests.

Lee Kantor: Now, when they come to you, are they already established wealth creators or are they aspiring wealth creators? So are they on the way up or are they already there?

Craig Robson: I would say they’re usually already on the way there. That said, we certainly have onboarded relationships that are like future wealth creators or up and come wealth creators. You calmly, you’re kind of making an educated forecast, and if you think that they would be a good fit for our practice, because the more complex the situation, the better we feel we can serve those relationships. So that’s how I answer that.

Lee Kantor: Now are they when they get to you, have they already had a wealth advisor and then they’re transitioning to you, or is this somebody that maybe was a do it yourselfer that is transitioning to you or somebody who just, you know, maybe they just dumped all their money in their 41K at their work and then now they need more advice.

Craig Robson: Yeah, I would say the majority of the relationships we on board are either ones that have really the majority of their assets are in the four walls of their business, and so they need somebody to help them with kind of pre exit or pre liquidity planning. So we’re working with them maybe 3 to 5 years before they sell their business and then have that monetization event. So they truly never worked with anybody prior to that because we were doing that very important consultative and foundational work. The second, I think, is when you think of these C-suite executives, it’s it’s really when they get pretty high up in the org chart, if you want to use that visual where they’ve got lots of equity compensation that starts to really dwarf their overall net worth, and they need an advisory firm to help them in terms of thinking about what the concentrated position, how to think about the taxes when they’re diversifying or unwinding those positions, making sure they stay within their shareholder requirements. So long story short, I’d say most of the relationships that we on board have not had an advisor before. We certainly meet folks that do and ah, maybe not. Um, don’t feel like they’re getting the services or they’ve outgrown that relationship, but I’d say the majority are ones that, uh, first time interviewing a wealth advisory firm.

Lee Kantor: So when they’re if they haven’t had a wealth advisor before and they have one or they’re considering you, um, what are kind of some of the points of differentiation that you’re, um, talking to them about when they’re making this decision? Because this is, you know, obviously, this is probably one of the biggest decisions they’re going to make for the remainder of their lives.

Craig Robson: Yeah, we would agree. Um, and I think that’s a great point, is that if if individuals understand that, um, this is really serious and this is really important, they’ve got to get this decision right. You know, I like to say, look, you could put the order. You could put the priority order. But I would say once health, family, finances and faith are the big four and you could stack them whichever way you want, but you got to get those four right, in my personal view. Uh, and so these individuals come to us and they are really looking for a couple important things. One, that somebody has the competency and skills that can help them not only navigate the financial kind of picture today, but continue to grow with them. Most of these individuals look entrepreneurs. It’s in their blood. They’re going to continue to be entrepreneurs until a much later in their life, if that makes sense. So they’re not going to stop after one business exit. Um, so they’re looking for firms that have the skills and the competencies to help them. That could be in terms of tax optimization, that could be collaboration with the state attorneys to making sure that we talked about the multifamily generational wealth, making sure that everything’s in place so that if and when they choose to shift assets, God forbid, they pass away prematurely, that there’s a plan that one can execute on and be proud of.

Craig Robson: Uh, I think another kind of point of differentiation is a lot of these individuals are familiar with, you know, maybe the public equity markets, but they’re really excited about is the private investments. So, uh, one of the things that I think we do different than a lot of other independent firms is we certainly diligence a lot of private equity, a lot of venture capital. And we think that’s an important kind of sleeve within one’s overall allocation. So there’s definitely some things that they hear from us. They may not be hearing from others. I think digital assets could be another, uh, unique kind of conversation. So, so points of differentiation in terms of planning, in terms of, um, you know, collaboration with other professionals and in terms of making sure that we’re getting to know kind of next gen. And so there’s that kind of like continuation of wealth growth and continuation of having success at that wealth is maintained. I. I think that’s what individuals are looking for when they interview us.

Lee Kantor: Now, in your specific as the leader of the organization, had you always been an independent wealth advisor or did you work for larger firms and then decided to go the entrepreneurial route yourself?

Craig Robson: Uh, leave the latter. So yeah, I’d love to maybe share with you for a few minutes kind of my background. So, um, you know, I’m a graduate of an engineering degree. I actually call myself an engineer. Um, and, uh, I was hired by Accenture Consulting back in 92. Sounds right. Uh, that gives you an idea of how old I am. Um, in Atlanta. Um, you know, they thought the city of Atlanta might get the Olympics. So you had a lot of consulting firms hiring engineers and really staffing up for for the big event that did occur, of course. Um, but that was kind of brought me to Atlanta. So I’ve always loved consultative and consulting kind of work. And so I did that for three years. Uh, after three years, I transitioned into the wealth management industry and started with Merrill Lynch, and I built a very successful practice at Merrill Lynch for 25 years. And on my 25th anniversary, literally that day, I handed in my resignation letter and lifted myself and my team members and our the majority of our practice north of 90% to start reaching peak wealth advisors, because again, things were getting when I say different, our clients needs were becoming more complex. Our clients were getting larger in terms of size and in terms of, um, you know, points of differentiation and just things that they were interested in, in getting advice and help from. And we were very limited and very conflicted in that a previous situation. So we felt a continued to help our clients on a go forward basis. We had to be our own independent firm where we could remove that conflict and do some of the things I just referenced before that either we couldn’t do or very limited in doing in more of a bank or wirehouse type of structure. I’ll just stop there and see if that makes sense.

Lee Kantor: Now, when you’re talking about the lane you’re in for your clients, Is it solely wealth advising or are you kind of have recommendations when it comes to other needs they might have, whether it’s insurance or if it’s some other tax? Where do you kind of where do you play in that spectrum?

Craig Robson: Yeah. Um, so, uh, I’m insurance licensed. I’m not a CPA. Um, so the way we describe this to our clients is they should think of us as the quarterback or the individual. That’s who we’re going to coordinate everything. Uh, and then we will certainly weave in other industry experts where appropriate and where needed to help us in terms of executing on their plan. So we want to look at everything comprehensively. So that includes, you know, not only, uh, one’s tax situation, but as you referenced, not only their insurance needs, but their property and casualty needs. So we’re going to look at everything from from life, from health, from, you know, homeowners auto. We want to take a look at all that and making sure that what they have today is best of class. Uh, and in the future, we’ll continue to monitor those things. If the landscape is always changing. So I like to say, look, the the portfolio side of the house is certainly very important. Um, we love that work, but that’s just a piece. You know, we really kind of think of it as we have like a ten point plan when we’re talking to new relationships. There’s ten kind of verticals that we focus on. Um, so it’s much more than wealth management. And that can include things like executive compensation analysis. We have a lot of corporate executives I mentioned in there. The reality is most of these executives, they understand their base salary and they understand their cash bonus. But things like restricted stock units or rsu’s, as we call them, these are forms of equity compensation, um, performance share units, um, incentive stock options, um deferred compensation.

Craig Robson: There’s lots of different components of their overall total compensation plan, which they’re less familiar with. And they really need somebody to help not only educate them but really help them try to manage through those. And what’s really evolved from that, that I have no problem telling you I would have never imagined 20 years ago is, look, our executives are really sharp individuals. They’re in high demand and they’re getting recruited all the times. And, you know, our advice is, look, that’s, you know, Mr. or Mrs. Client, that’s your job. If you’d like to make a move, keep us obviously in the loop, happy to help you any way I can. And we’re we’re helping them is like when they get offers from other companies comparing and contrasting what they’re giving up for what they’re getting. For example, the company they’re with now may have a pension, and the company they may choose to go to does not have a pension. How do we make them whole? How do we fill that gap? Right. Companies not going to create a pension just for one executive if they don’t have it already. Right. So it’s that analysis, that gap analysis I like to say, which is really foundational to what we do. Um, so there’s many different things we do besides just wealth management. And we love sharing that from a differentiation perspective.

Lee Kantor: Now, how does that kind of work in a practical sense? You mentioned that you would like to be the quarterback of this team of trusted advisors that they have as their kind of board of directors. But how does that kind of work, like let’s say specifically tax? If you have a person, maybe one of your clients is retired and then they’re making some decision about a, um, a Roth conversion, and they have their, you know, kind of issues that they’re having for their income they’d like to be, um, having and then this a wrong move here could affect, you know, their tax bracket. So how do you play with the CPA in order to, you know, maximize, uh, the opportunity, but without kind of hurting, uh, you know, maybe, uh, the amount of money that they’d be giving away in taxes. So how how would you play with that CPA if you’re the quarterback, are you in contact with the CPA or is that something that you make a recommendation and then the client goes to the CPA?

Craig Robson: Yeah. Um, so typically that scenario, what I’ve learned over the past 31 years, Lee and this isn’t every single time, but this is most of the times our firm is the one that’s leading on those type of conversations. So let’s take Ross conversions. Right. So I’m a big advocate of of Roth conversion planning. That doesn’t mean everybody should do it. There’s a lot of work, as you said, to make sure that you’re not putting a client in a significantly higher tax bracket. Or if you are, everybody knows it going in and you’ve made the educated decision on why that you believe. That’s a good move, right? Um, so there’s lots of preplanning work that goes into that. And, you know, the beauty of artificial intelligence within our industry, there’s so many different pieces of software that we’ve diligence and now added to our practice allows us to very quickly but thoroughly. Right. Leverage someone’s situation, use their their tax income situation, use their retirement accounts, run kind of what if scenarios. And then we present that to our client. And it’s usually like we’re the one that’s leading on this this recommendation or this opportunity, and then we’ll bring the CPA in, because if the client says, hey, I get it, but I don’t want to do it, I’m not going to waste the CPA’s time and have my client charge by the hour for that service. But most of the times the clients say, yeah, this really makes sense or I’m glad I learned more about it. Maybe next year, maybe we decide that there’ll be a lower bracket because they’re retiring, if that makes sense. So the quick answer is that we usually, I would say eight out of ten times leading on those conversations. We do all the pre-work, all the planning, and then we loop the CPN to make he or she signs off. I want them to sign off on it, or at least I want them to be involved. So the client, you know, basically has two sets of professionals that don’t work at the same firm, you know, providing them advice.

Lee Kantor: So you’re making a recommendation, the client. But are you in communication with the CPA? Is it you are you kind of authorized to have that conversation say, hey, this is what they look like this year, and this is, um, you know, So then you two are communicating and the client with your their blessing is kind of out of the loop. Or you just making a recommendation and the client is then communicating with the CPA.

Craig Robson: Um, almost every time we’re making the recommendation with the client first. And if the client says, I think this is something I’d like to entertain, I said, let’s bring your CPA in because he or she may have some pieces of your compensation or your tax picture that we didn’t model that we’re not aware of or you forgot. Guess what? Sometimes clients forget. Um, so, um, hopefully I’m answering your question. Um, we we always want the CPA to basically sign off on the recommendations before we hit the proverbial send button, if that makes sense. Um, sometimes the CPA will be invited to join earlier on in the pre-planning. Most of the times the clients say, Craig, why don’t why doesn’t your team do the analysis? Let’s look at the analysis together. And if I’m interested in proceeding, we’ll then bring the CPA, CPI on so they can sign off on it.

Lee Kantor: Yeah. The reason I’m asking is that a lot of firms, they have different relationships with the other trusted advisors, and I just want the listener to understand where you stand when it comes to these types of communications. Because as somebody who maybe has accumulated wealth, you know, some people are comfortable delegating, some people want, you know, their hands on every single thing that’s happening. So I just wanted people to understand your position when it came to the types of communication and interaction with the other folks involved, because, like you said, the more complex, uh, you know, the more questions, the more times that clarity and communication is critical. And I just wanted to know how your firm, uh, wants to deal with those types of situations. Um, now, how.

Craig Robson: Can I add two points to.

Lee Kantor: That? Yeah. Go ahead. Good.

Craig Robson: Yeah. So I think part of this is collaboration, which we’re big advocates of, like, you know, when we onboard a new relationship, the one of the first things I will do is with their permission, of course, is provide me, you know, your CPA’s name and your attorney’s name, and I’m going to call and introduce myself to them. Like that happens within week one. Right. Assuming they have a CPA and they have a state attorney, you wouldn’t believe how many high net worth individuals I meet do not even have wills and trusts. So that’s one of the first things we want to get them. Introductions to attorneys, right? Um, most of the individuals we work with have CPAs because they’re, again, high income, high net worth individuals. So we want to make that that outreach to let them know that we have a mutual client. And we’re looking forward to advising them together. Um, the second point is just to be to be very clear in my history, and this isn’t every single time, but I would say most of the times, you know, we typically find is that most CPA firms are so busy and maybe don’t have the right capacity or resource strategy. That’s just kind of one person’s view. They don’t have enough time to really have these proactive planning conversations. That’s what I hear time and time again. So we’re kind of filling that void. I’m not saying we’re the only firm that does that. I just can only speak from our experience. So we’re filling that gap or that void and doing that proactive planning, such as a Roth conversion analysis. That’s that’s a that’s a taxable event. I’m literally recommending client pay more taxes. It’s rare that I’m ever excited about or recommend making that recommendation. So we want the CPA to sign off on that. I want another set of eyes or ears on that call. Typically the CPA, to make sure that there’s no surprises come next April 15th when you’re filing your tax return. So it’s very important that we get them involved. But the majority of the time they’re coming in the back end to sign off on it.

Lee Kantor: Yeah, I agree 100%. I think that the wealth advisors, at least in my having interviewed probably 10,000 people in a lot of wealth advisors and a lot of CPAs, the wealth advisors are very much trying to build a relationship and trying to kind of watch the back of the client. And the CPAs are usually more hands off and don’t want the level of customer support and service that the CPA does. I think wealth advisors do a hundred times better job. At least from their spirit and their intention, they want to have more conversations. They want to do more. And the CPAs are more transactional.

Craig Robson: The generalization I would agree with that statement completely.

Lee Kantor: Yeah. And I think that that’s one of the big disservices that especially high net worth people have to deal with that, that kind of that’s to me a disconnect and an opportunity for CPA firm. If they would just take, you know, maybe follow the playbook of a wealth advisor a little bit more, um, or create partnerships where their communication level is a lot stronger. Um, because I agree with you that it’s usually, you know, there’s some reason why they can’t be more responsive or proactive.

Craig Robson: Yeah. It’s again, I come back to resource strategy, I don’t think. And yes. And this in no way a criticism the CPA industry because lots of fantastic CPAs have got great relationships with many of them. So I say this as a generalization. I think they haven’t figured out the resource strategy, and their business feels very lumpy or cyclical, like four times a year with quarterly, you know, quarterly payments, quarterly estimates, obviously, April 15th being the big date, October 15th, we just came past. So they kind of have this cyclicality to their business. And if you know, if they were to ask me, I would certainly recommend they do things differently and find a way, like you said, to have more proactive conversations with their clients. I think they gain a lot more business. And for the younger folks, younger professionals, I tell them, I think CPA industry is a fantastic one to go into because it’s very top heavy from a from an age demographics perspective. And you know, they’re doing it. I will say this, they’re doing a really good job of trying to change the culture in CPA, in the CPA industry, in terms of working ridiculous hours during tax season, right, and terms to try to make it more than, like I said, just a behind your computer kind of running, you know, software analysis all day. Being in front of clients. But they’ve got a lot of work to do there. But if you’re somebody who’s young and doesn’t know what career choice to go into, I think the CPA industry is one that could be really, um, transformed over the next couple of decades.

Lee Kantor: Yeah, I think that with the technology evolving as quickly as it is, you better move into a more relationship driven world instead of a transactional world, especially on things that can be automated. Um, and I mean, that goes with wealth management as well. I mean, I think your strategy of leaning into community relationships, focusing on big things like mission, legacy, those are things that are human to human interactions. And you better find the right humans to partner with. Otherwise, the especially young people are just going to, uh, move to some automated, impersonal thing. If it’s just transactional, they’d rather not deal with the human.

Craig Robson: Yeah. If we think about technology and I mentioned artificial intelligence a little earlier in our conversation. So we’ve leveraged and diligence many different pieces of AI software within our industry that have been additive to our practice. So if I pick on on, you know, taxes for a moment. So we found a piece of software that allows us to take, you know, one’s 100 page tax return document and summarize it in five pages. Right. And what the aha moment for me was, uh, this was maybe 4 or 5 years ago, a random question at dinner. My wife and I, for one a few times were alone eating dinner without our kids, and she just said to me, and maybe it was even around taxes. And I remember she said, hey, Craig, how much money do we make? I looked at her like, well, honey, you signed the tax returns every year. She’s like, well, I don’t ever read them. And right then I was like, huh? Of course she doesn’t, right? Why does she do it? It’s too many pages. It’s it’s almost Greek or nobody has the attention span to go through. All that information, all those numbers. So I said to her, I said, well, you know, what would what how would you or what would incentivize you to read him? She said, well, somebody gave me an executive summary.

Craig Robson: I should have known that my wife went to University of Georgia grad school from accounting. Right. So she’s if anybody can kind of speak to the, uh, the kind of the challenges that would be her. She said somebody would just give me an executive summary, like the key takeaways from that 100 page document. That would be easy to read. I was like, that’s what we need to do. So we found a piece of software that takes not just tax returns, estate plans, homeowners insurance policies, property casualty like auto insurance, boat insurance. And it just it provides this very simple yet informative document that says, here’s the you know, here are the things that you need to know about your your most recent tax return. This here’s a visual org chart of your estate plan. God forbid if something happens to you. Here’s how your assets flow. Here are the trustees, the executors. You can. People want that. Like people want that information, but they’re going to get bogged down If you try to go through a 50 page document, then you’re going to lose them.

Craig Robson: Right. So, um, you know, I think that’s where AI is, is really just, um, rapidly evolving. And the firms that will leverage that will be in an advantageous situation because, yeah, we’re very proactive with these different pieces of information. So we talked about this a little earlier. I’m not an estate attorney. And I told my clients and prospects right away that said I know enough to be dangerous and share with me your estate plan documents. We’ll come back to you with an executive summary, and I can look from there and see if it’s time to bring in your attorney, assuming you still meet with them. Another good example of the state attorneys don’t speak to their clients unless it’s a, you know, getting their first wills and trust created or God forbid, something’s happened. Divorce, death rights. Bankruptcy. Something. Right. Crazy. Uh. Or unique, I should say, um, that they don’t really have a relationship with them. So this provides us that intermediary opportunity to step in as that quarterback and say, let’s take a look at all these and see again if there’s things that need to be refreshed, amended or completely changed.

Lee Kantor: And I think that by focusing that empathetically on the needs of the clients, and you’ve had enough clients and enough history and enough industry knowledge to know, okay, these are the the big drivers that we have to get. Right. And while we’re an expert in this part and you and if you are the quarterback, like you say in the and kind of managing the other relationships or at least kind of educating your client on what’s what in each of those other areas, and you can summarize and give them kind of the, the, um, you know, Reader’s Digest version of the, the nuts and bolts of it, rather than being overwhelmed or not even understanding and just nodding their head about it, you’re serving your client better. That helps you, um, you know, help them get the outcome that they desire. Um, so kudos to you for doing that. And I think it’s much needed and I wish more advisers would take that type of empathetic kind of point of view, and that’s really customer service. You know, you are serving the customer in ways that they don’t really they don’t know what they don’t know. But you do know what where some of the kind of landmines could be.

Craig Robson: Yeah. Thank you. You know, I, I mentioned my wife like she’s a I better say this and it’s the truth. She’s very intelligent. Right. But again she’s not going to read 100 page document. I can’t tell you how many clients of mine. We’ve got CEOs of publicly traded companies. I’m not going to name them on this radio broadcast. Right. Um, but but very successful people. We’ve got very successful business owners. These are sharp individuals. What they’ll say to me is, hey, Craig, we didn’t hire your firm. We could have bought the S&P 500 ourselves. That’s not why we hired you, right? We’ve hired you for all those other very important foundational work. We acknowledge portfolio construction is important. We import, we acknowledge that we want our assets to continue to grow responsibly, right this wealth creation. But we don’t want to pay a lot of taxes, right? Um, we acknowledge that we’re very interested in other type of asset classes. I referenced digital, like the Bitcoin and Ethereum of the world, the venture capital, the private equity, the private real estate. We acknowledge there’s more than just public equities, right. Um, and they would say, like if, you know, we’re too busy doing the things we do, we don’t have time to keep up with with the latest and greatest where the industry is shifting and changing. So that’s not just on portfolio construction, but again, that goes into estate taxes, that goes into succession planning, that goes into tax planning.

Craig Robson: So there’s so many facets that goes into again, we do a lot of work with our clients in terms of I just had this conversation with an executive. He just retires as CEO position. And now he wants to to join two boards. He wants to be on two boards. And so we’ve had a lot of experience of helping our clients kind of, in essence, build out their resume. The resume is really good, by the way, but they have to put themselves in the right position to be considered for board. And they do that. Do they need to go to maybe MIT? Mit’s got a fantastic program in terms of preparing one to be on a board. Right. Do they have to be networking differently than they were previously as the CEO to put themselves in the right community, where people know that they’re open for being on a board seat? And, you know, you and I both know once you get one opportunity, then it just kind of it’s like a domino effect that builds on itself. So there’s so many things that clients come to us because we we told them very proactively, these are the things that we can do for you, that I think the wealth management kind of industry hopefully is changing in terms of being more than just a portfolio manager. That was my point.

Lee Kantor: Yeah, and it’s interesting because those executives used kind of a, uh, informal board, if you will, or a board of trusted advisors to get to the position they’re in. You know, they had people that were watching their back that were, you know, mentoring them and supporting them and, and, um, and giving them the tools and the access to what they needed to do to kind of continue up the corporate ladder to get to the position they’re in. And you’re just doing the same thing in another area that they’re not. That’s important to them, but isn’t their expertise.

Craig Robson: You nailed it right. And I think the you know, I like to say, you know, if you’re not growing, you’re slowing, right? If you’re not continuing to grow and do things different, you’re just going to slow down. And maybe that’s what you want. But, you know, I learned a long time ago, you’re in my business. At least your clients are a reflection of yourself. And so I like folks that are, you know, entrepreneurs that, uh, C-suite executives, folks, folks that kind of want to continue to grow, uh, and those folks that really enjoy working with because, like I said, it just presents more unique situations, more complex kind of needs. Excuse me. So, um, that’s really fun for me. And so, you know, I’m growing with them. We kind of get to feed off each other, if that makes sense. I’m learning from them and they’re learning from me and my team.

Lee Kantor: So if somebody wants to learn more, have a more substantive conversation with you or somebody on the team. What’s the website? What’s the best way to connect?

Craig Robson: Yep. So, uh, you can find us on our website, wealth.com. Um, we’re obviously on all the social media, media channels. Um, we provide a lot of content out there in terms of LinkedIn. We do interviews such as this podcast. So it’s very easy to find us. Um, but we are open for business, as I like to say. So if you’re a wealth creator like we talked about at the top of this call, uh, and you fit in one of those kind of primary four buckets or categories. Um, we love to have a conversation to see how we can help you and your families.

Lee Kantor: And that’s a Regent Peak wealth.com.

Craig Robson: You got it.

Lee Kantor: Well, Craig, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

Craig Robson: Thank you. Lee.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: Craig Robson, Regent Peak Wealth Advisors

Founders, Funding, and Future: The Rise of the Rest’s Impact on Local Startups

October 22, 2025 by Jacob Lapera

Atlanta Business Radio
Atlanta Business Radio
Founders, Funding, and Future: The Rise of the Rest's Impact on Local Startups
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In this episode of Atlanta Business Radio, Lee Kanter interviews David Hall, Managing Partner of Revolution’s Rise of the Rest Fund. Hall discusses the fund’s mission to invest in early-stage startups outside traditional tech hubs, highlighting Atlanta’s growing tech ecosystem and the importance of founder-market-geography fit. The conversation explores how local entrepreneurs, corporate support, and increasing diversity are fueling Atlanta’s innovation. Hall shares success stories and urges greater community involvement to sustain growth. The episode underscores Atlanta’s emergence as a vibrant startup hub and the critical role of strategic investment and mentorship in building inclusive entrepreneurial ecosystems.

David Hall is a Managing Partner at Revolution’s Rise of the Rest Seed Fund and is responsible for investment sourcing, execution, and oversight of the Fund’s portfolio companies.

He began his career with Revolution in 2006, has served as an investor on the Revolution Growth and Revolution Ventures teams, and helped launch Rise of the Rest in 2014. David works closely with and serves as a board member or observer for several Rise of the Rest portfolio companies, including FreightWaves, Hermeus, Pryon, Rheaply, SparkCharge, Speakeasy, and Understory. David also serves on the board of the National Venture Capital Association.

Prior to Revolution, he was the Director of Planning and Development at The Washington Post Company. There, he managed corporate M&A and investments and launched new print and digital publications. Earlier in his career, he held positions at Akamai Technologies, Inc. and Morgan Stanley.

He received a B.A. in economics from Morehouse College and MBA from Harvard Business School.

Connect with David on LinkedIn.

What You’ll Learn In This Episode

  • Overview of Revolution’s Rise of the Rest fund and its mission to support early-stage startups outside traditional venture capital hubs.
  • Discussion of the funding gap faced by startups in non-coastal cities and the importance of catalytic capital.
  • The role of mentorship and community engagement in nurturing local startup ecosystems.
  • Evolution of startup funding trends, including the impact of artificial intelligence on company formation and growth.
  • Key components necessary for building a successful startup ecosystem, including strong universities, local leadership, and a vibrant corporate sector.
  • Vision for Atlanta’s future as a hub for innovation and entrepreneurship, emphasizing community involvement and engagement.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studio in Atlanta, Georgia. It’s time for Atlanta Business Radio, brought to you by Kennesaw State University’s Executive MBA program. The accelerated degree program for working professionals looking to advance their career and enhance their leadership skills. And now, here’s your host.

Lee Kantor: Lee Kantor here, another episode of Atlanta Business Radio. And this is going to be a good one. But before we get started, it’s important to recognize our sponsor, CSU’s executive MBA program. Without them, we wouldn’t be sharing these important stories. Today on the show, we have Managing Partner of Revolutions Rise of the Rest Funds, David Hall, Welcome.

David Hall: Hi, Lee. Thanks for having me. Great to be here with you. Excited to have this conversation.

Lee Kantor: Well, I’m excited to learn what you’re up to. For folks who aren’t familiar, can you share a little bit about your work Revolution’s Rise of the Rest Funds?

David Hall: Absolutely. Rise of the Rest is a venture capital firm. We’re based in Washington, D.C. we’re a little unique from most venture capital funds, and that our fund only invests in companies that are located outside of San Francisco, in the Bay area, New York City and Boston. Acknowledging that those three ecosystems are pretty self-contained for venture capital, but lots of markets and lots of big, big ecosystems. Cities like Atlanta, like Chicago, like Dallas, like Phoenix, have tons of incredible entrepreneurs and great thinkers, but have a dearth of early stage venture capital. And so we set out to change that through some of the work that we’ve been doing over the last decade and beyond at rise of the rest, to really bridge some of those funding gaps for Entrepreneurs and startups in those rising cities to help compete against the lion’s share of venture capital that goes to to those three markets.

Lee Kantor: Now you’re using the phrase venture capital, are you? When you say early stage venture capital, is that to you a synonym for angel investing?

David Hall: It’s a great question. We we fall sort of right immediately following. The world of venture capital encompasses angel investing all the way into late stage sort of pre-IPO financing. Our sweet spot of venture capital is early stage. We are a seed fund, a seed stage fund, and we typically invest after the angels, but before sort of the larger big venture capital funds come in and take the company public. We are truly what we like to be called as catalytic capital. That helps these companies go from their seed stage into their their growth stages of investing. So we want to come in after the founder has sort of launched the company after the proverbial napkin stage where angel investors come in. But once there’s a company that’s been formed, the founders have left their old jobs and they’re fully dedicated to this enterprise, and they’re really looking to, to to raise capital, to scale the business idea and continue to validate product market fit and the opportunities that they have to serve their customers.

Lee Kantor: So you’re helping them with that kind of escape velocity.

David Hall: That’s exactly right. We we like to help them sort of tease out product market fit. We like to work with them on go to market strategies. How do they connect with their customers and begin to generate those first couple of sales, which we typically see in most of our our portfolio companies. Those initial sales or deal are done by the founders themselves like they are founder led sales and a big, uh, a big, um, testament of our capital is leaning into getting beyond just founder led sales. How can they recruit more salespeople, uh, to come in and help, you know, really scale the business by by making sure that, you know, all of the revenue is not generated by just one person, for example.

Lee Kantor: Now, when you’re coming in and especially, I mean, rise of the rest, I’m assuming means that’s the rest of the country, not those three markets that you described. Um, are you kind of are there boots on the ground in these markets where you’re actually helping them and mentoring them and helping them make connections? Or is this just you’re giving them money?

David Hall: Uh, so so let me go back because I think, I think it’s helpful to talk a little bit about more of our origin. And when we started, our founder, um, is the the gentleman who was the co-founder of AOL America Online. And he started Revolution Rise of the rest after he exited the AOL Time Warner merger, post the AOL Time Warner merger, and really started to go around the country, having done some work with the Obama administration on jobs and competitiveness. And one of the things that that he saw, we saw when we were going around to a lot of these communities, is there needs to be more of a rallying cry for entrepreneurship. How do you build the next generation of fortune 1000 companies and make sure that that that those companies have a lot of geographic diversification, right. We’ve always known that talent has been evenly dispersed. But but the opportunity to build that next great company for the last generation or two has really been concentrated into some of those traditional tech hubs like San Francisco, like New York City, like Boston. And so what we started back in 2012 were these these tours which we called rise of the rest bus tours. We would go to cities and we would spend a day there convening with local leadership. We would convene with the big corporations. We would convene with the universities and really present to these folks, often for the first time, that, hey guys, there’s a startup culture in your city. It’s nascent and small and but growing quickly. And wouldn’t it be great for you to capture some of this lightning in a bottle and help support and nurture these startups as they continue to scale and rise so that they don’t pick up and, you know, you know, get get involved with the Silicon Valley venture capitalists and relocate all of that IP, all of that talent away from a great city like Atlanta and just pocket it into the Bay area, which is kind of the norm, which has been the norm, um, which was the norm at the time.

David Hall: And what we saw when we did this is there was this, you know, a big set of aha moments because we and others who were doing this at the time were really saying, we’ve got to help bring keep some of this talent here. We’ve got to help keep some of this magic here. And so we, we, we started doing that. And then the thing that we saw when we were doing it, we went to it came to Atlanta back in 2015 when we were first there on as a part of our rise of the rest tour, we met at the Buckhead location of Atlanta Tech Village. Um, and we’re really, like, engaged with the community there. And what we’ve seen over time is that these city leaders, these corporations, these these tech folks in the city really got it back then. And they started to invest time, energy resources into building out an ecosystem that could sustain and support high growth startups. And so it’s been a real journey for us, which I’m happy to, I’m sure we’ll talk more about. But it really did start with this idea that there’s got to be a better way of connecting these early stage companies to the capital flows, and the additional resources that really young startups, specifically tech enabled, sort of venture backed startups, which is a little bit different than some of the mainstream businesses, these tech startups, connecting them to the right resources so that those businesses can scale and become big.

Lee Kantor: So, like you said, you’ve been doing this from 2015. How have you seen kind of the evolution? Because I don’t remember the exact timeline, but there was a period where every startup wanted venture funding, and then it shifted to every startup wanted to be bootstrapped. Um, where are we now in the evolution of that?

David Hall: Well, that’s that’s that’s a that’s a complicated question because of a little technology called AI. But but the general evolution of this has been there’s a small category of tech enabled startups that that require scaling capital to be able to hire the engineers and the talent and the salespeople, um, well ahead of their ability to generate enough revenue to pay for it like a traditional business would. Right. Traditional business. This. You invest some of your personal capital. You buy a restaurant or a bakery or a, you know, a small business, and you generate and you grow off of the, the, the sales and cash that that business generates. For some of the high growth businesses, the tradition has been go out and raise capital from outside investors, typically venture capital. And and you’re able to basically fund the losses of those businesses over time in hopes that you’ll be able to, you know, catch up and start to have accelerated hyper growth with the revenue and the scaling of the business. Um, where we sit today, you know, traditional venture capital companies that have built, you know, Uber and Facebook all went out and raised traditional venture capital.

David Hall: You’re right at in identifying, you know, there have been a periods of time in this industry where, you know, we’re investors in the market, wanted to see founders bootstrapped. And I think now we’re we’re solidly in a in an era where we’re seeing company formation happen so quickly because of, you know, first cloud computing and now AI that you’re seeing, you know, companies get started back again in people’s garages, you know, their proverbial garages and scale quickly through through the the ability to connect with AI resources that don’t necessarily need you don’t need 15 engineers anymore. You need a really smart couple of engineers that can do a lot more with AI resources. And so I think that we’re back to this place of having the need for early stage capital come in and invest in in these founders with great ideas, big ideas. But those founders are now able to attach that into and with faster growing businesses, because AI eliminates the need to have, you know, a, you know, a stable of of of coders, of engineers building the product.

Lee Kantor: Now, having traveled around the country and seeing startup scenes all over the place. If you were to build a startup scene from scratch, what are some of the must have elements?

David Hall: It’s a great question and I love I love the idea to sort of to pull out a whiteboard and build a startup ecosystem from scratch. I think the first thing that you need is you need a good, um. A university system usually is one of the best things that that can plant and start, um, these entrepreneurial ecosystems, the Bay area, having had Stanford and Berkeley and some of those universities, is really the prototype for how do you how do you take the injection of talent as well as, um, um, like a risk taking in, in science. Right in, in, in engineering to try to build things and then harness that and then have it sort of have it be extracted from that university and sort of commercialized in the private markets. You’ve seen that that that momentum builder happens a lot. And we see it as one of the first underpinnings of of building entrepreneurial ecosystems in places like Detroit, based with, with, with uh, the, the University of Michigan in Ann Arbor, uh, obviously Austin and UT is a big sort of university backed ecosystem. The second thing that we see that that I think is really helpful is having local leadership acknowledge the need and the desire for having a new generation of startups kind of get born or be born in the backyard of the ecosystem, in the backyard of the city. Um, the the, the the push and the help and the pull from local leaders does a really good job of mobilizing resources and helping these young companies kind of have the nursery that they need to survive and be successful. The third thing that’s helpful is having an active corporate sector. The more and the larger the corporations that are able to help us, you know, benefit these companies.

David Hall: And they do it in a couple of ways. The first and the easiest way is that they patronize these companies as customers. They become early customers of these startups that become really strong validators of their business model, of their, their, their the, the, the actual business that they’re offering. The software that they’re providing helps these big corporations do more, better, faster, cheaper, um, quicker. And that really helps validate the startup. And then the final thing that I would say is a local ecosystem, which would include everything from local media partners, which are incredibly important to help write the narratives of of these entrepreneurs and the story and the, the, the, the businesses that they’re trying to build, the industries that they’re trying to disrupt and improve, Um, are really helpful in making sure that these, um, businesses continue to scale, continue to recruit. Um, um, and so I think that there’s, you know, it’s a it’s a, it’s an ecosystem that works really well together when all of these pieces are aligned and all of these people, uh, all of these different nodes of the ecosystem have a consistent rallying cry to support startups, be welcoming to outsiders, um, create the, the, the work life opportunity that a lot of the young, mostly young people who are starting startups and working at startups really enjoy. So making sure that the community is welcoming and exciting, um, those all of those elements work well together to bring to bring, you know, a startup ecosystem to life. And if I had to do it all over again, if I had to sort of if I had my magic wand, those would be some of the elements that I’d bring to bear to create the perfect startup ecosystem.

Lee Kantor: Now, how is having a path for a wide variety of, um, startup founders? Is that a nice to have or a must have? Like, is it okay if we’re just focusing in on maybe a certain group of people that are going to a certain university or coming from a certain, um, kind of socioeconomic place in order to take the risk necessary to be a startup founder, or is it a must have to have a path for, you know, pretty much everybody to get involved in the community?

David Hall: I think the latter, I think it’s a must have to have the broadest, deepest opportunity set out of which the best successes can come, right. I think I think, you know, history teaches us when, when, when we, you know, open up our, our, our business opportunities To a diverse set of entrepreneurs who bring their own lived experiences and their own backgrounds, and their own challenges that they’ve overcome to bear. You see really good startup opportunities happen, and there are two, two places to go with this. The first is just on the startup on the origination of startups. It works really well when you pair a young, precocious founder with a, you know, a been there, done that executive who’s had who’s seen a couple of business cycles and you pair those two people together and you’re able to see they’re able to learn from each other. One can learn sort of the ways of, of, of, of traditional business. The other can help innovate and find pockets of, of disruption in the existing industry that need to to, you know, that that can be done better with technology. I think the second thing that really helps that is um, being able to, um, engage the, the, the, the, the talent and capital sector with the United front.

David Hall: Right. And I think that having a diverse pool of both founders and experiences can drive conversations with investors that are local, as well as investors that need to come into the market. Um, and I think that having multiple shots on goal, if you were for success only benefits a city and its ecosystem to have if you’re if you’re a kid that’s graduating and thinking about moving to Atlanta to work in startup with startups, in early stage startups, having 2 or 3 or four options to go to if one of those startups fails is actually a big reason to choose to relocate for a job in a specific city, in an industry, right? You want to be able to say, if startup A fails, there’s startup B, C, and D that I can go work at. And so the ability to attract and retain high performing talent really is benefited by having a deep bench of innovation, like a true innovation economy and ecosystem of alive and well and flourishing to bring that talent to the community.

Lee Kantor: Right. But it’s a chicken and egg thing. I mean, that’s what made Silicon Valley so attractive. If you went there and failed, there’d be five other places you can land without having to relocate. Where in some markets, especially when they’re starting out, you don’t have that luxury. There’s a handful of stars, and then if they don’t work, uh, then you’re in trouble. Then you might be forced to move. But I think one of the benefits of Atlanta. And then you would know this better than I would. Um, it’s just the diversity of, um, kind of clusters of business in the economy. So, like, we have a bunch of people working in little areas so that if you lose a job or the company goes away, there’s going to be a place for you in probably 15 to 20 different Industries where a lot of markets don’t have that.

David Hall: I couldn’t agree more. I mean, I think that there are so many really great and positive attributes about the Atlanta ecosystem, and one of the best is the depth and breadth of the opportunities for, you know, for professional advancement, irrespective of industry. In a in a city like Atlanta, you’ve got a deep, great bench of fortune 100, fortune 1000 companies that are there. You’ve got to really easily accessible transportation, local transportation system and international transportation system running through the city that make getting, getting places really easy. And I think that the you know, those those are those are ingredients that are really big accelerants to being able to drive innovation and access to that innovation, um, into fruition. And I look, I think you’re right. I think it is. It’s the chicken. And the egg issue is often. You know, when we were talking earlier about sort of the key ingredients to making that that ecosystem flywheel work. I think that when you look to universities like that’s a there’s a, you know, I went to Morehouse, so I’m a, I’m a Atlanta, Atlanta, uh, like success story and that there are 10,000, you know, thousands of kids a year come to Atlanta to go to one of the wonderful Atlanta universities. And it’s the job of the the business community. It’s the job of the ecosystem to keep those students. Now, residents of Atlanta there and engaged and then fully employed. And I think that you can do that through a lot of the sectors. I mean, Atlanta obviously has one of the best corporate sectors available with, you know, legendary names and brands that are that that are headquartered there. But there’s also this really burgeoning and interesting tech sector that’s, that’s, that’s thriving in Atlanta. And I think that that’s one of the, the, the big calling cards for the next generation of companies that can be born and thrive in in in the city.

Lee Kantor: Right. And I think a key component and it’s not to be discounted is the folks like a David coming that and you mentioned Tech Village earlier. He reinvested. He had an exit and reinvested. And the more founders that you have, you know, demonstrating and role modeling, reinvesting in the community, in the ecosystem, then that’s going to accelerate the growth of the ecosystem.

David Hall: Yeah, I think that the, the there are so many examples of of entrepreneurs who’ve built really good businesses, and those businesses have gone on to sometimes become great businesses and, and generate lots of personal and community wealth for, you know, the early employees who took big risks at the time to work with, you know, folks like a Steve Case in Washington, DC, in the DC area with with AOL or people like Dan Gilbert in the Detroit area. Uh, Kevin Plank in Baltimore. The stories go on and on of these folks who were very successful. But then came, you know, reinvested. And the other folks that they brought with them reinvested in the community to make, you know, to help create this, this glide. Um, glide path for other entrepreneurs to follow suit. And you’re starting to see the benefits of that again, really start to take hold. I think Dave, Dave Cummins is a great example. And if you think of the companies that were founded out of Atlanta Tech Village or had some association with Atlanta Tech Village, and just think about, you know, the I call them like the grandchildren of of of Dave’s original vision. You know, there have been dozens of companies that were founded there that all are you know, many of them are staying local and continuing to grow and scale and become part of that foundation layer of of, uh, you know, a thriving tech ecosystem.

Lee Kantor: So when revolution comes to a market and invests in the startups and the market is that the intention is to keep the business in the market in order to grow and thrive and become a, you know, an important part of the ecosystem.

David Hall: That’s that’s our intention and that’s our goal. So we don’t, you know, we don’t enforce it. If a if a company has a better opportunity to go someplace else, that’s we’re investors and we have to kind of abide by that. But our intention and our hope and our expectation is that it’s a perfect match of the, the, the founder and the team falling in love with the city and the city falling in love with, with, with the company and and there being a mutual embrace. We have this this phrase that we use around our place called founder. There’s a common phrase in venture capital that’s called founder Market Fit. How does the founder work within the industry that they’ve chosen the markets that they’re serving and have a really good fit? We had a third word to that. That construct called founder Market Geography Fit. And how does it help? How does it help benefit a founder to be in the geography, um, and the market that they’re serving? How does that overlap really be self reinforcing and make it a more important and stickier fit? Um, um, in, in, in building their business, a great example from our portfolio is one of our companies, Hermes, which is building hypersonic, um, aircraft. And it’s based in Atlanta. And, you know, you guys know a lot about putting airplanes in the sky in the city of Atlanta.

David Hall: And it’s been a great story to pull, you know, technology from Georgia Tech know how out of some of the airline and aircraft servicing companies that are based in Atlanta to then learn how to and actually manufacture a plane that’s going to be able to fly at Mach five speeds at some point. And like that’s a that’s a great example of why the founder and market was was perfect fit. But then the geography also really helped inform and give unique advantages to what that company is going to be able to achieve, because they’re they’re coming to a city that that is a global transportation hub, that know how that ingenuity, that experience, that you know, the the access to, to, to, to the, the, the, the, the people that have been building planes for 100 years, building airplanes, flying planes for 100 years is based in Atlanta. And now that those resources are accessible to this really small startup, relative to some of the big transportation names that are that are headquartered in Atlanta, this tiny company now can pick up the phone and call some of those people and get the insight. If not, hire them or even have them invest in in building out the next future of of hypersonic flight.

Lee Kantor: So you’ve been working in and around the community for ten years here. Um, what have you taken from it? How are we doing when you kind of benchmark us against some of the other markets that you’re in?

David Hall: Yeah. I’ll give you a couple of anecdotes that I think are really exciting. When we first came to Atlanta in 2015, and we’re building out sort of the people that we we thought we needed to see and meet at the, you know, we call the meeting, we said, hey, we’d love to have everybody come together and we came together. And to be frankly, at the at the time, it was a room of all white guys and we were like, surely in Atlanta we can we can find a couple of women and a couple of people of color to help, you know, talk about what the future is of of technology and innovation in, in Atlanta. One of the things that I’m really excited about for the city is when we came back and were there a couple of weeks ago, and we did the same call for attendance, the room was probably half female. There was some. There were lots of people of color in the room, lots of African American people in the room, and that was all organic. We didn’t have to ask to, you know, to have more, have a broader table. The the ecosystem has evolved such that those people have now come into leadership positions around the Atlanta tech ecosystem. And I think that that’s one of the, you know, we talked about making sure that we have the broadest array of of minds and thinking and lived experience around the table. It it was really great to see that happen organically and not have to be orchestrated, frankly, like it had to be orchestrated back in 2015.

Lee Kantor: So what are some of the success stories you can share that are coming out of here?

David Hall: Yeah, I think one of the first is when we were when we were in Atlanta for our rise of the rest pitch competition in 2015. There was a young woman, her name Jewell. Jewell Burke at the time, Jewell Burks at the time, won the pitch competition with a company called Park Pitch that was basically using an app to, you know, you take a picture of a part on your phone and using visual search, was able to identify that part. She won that competition and went on to build the business that ultimately was sold to Amazon. And again, to just do the fast forward with somebody like Jewell. Jewell is now, ten years later, a venture capitalist herself, has gone through the wringer as an entrepreneur, has worked for Google and, you know, many big companies, Amazon and is now on the other side, allocating capital back into the startup, you know, the startup ecosystem that helped launch her career. I think that that’s one of the best personal narratives of personal narratives of success, and how that Atlanta ecosystem was able to support, support her and her her co-founder as they built part pick and now kind of has come full circle, really indicating like the ability to pay it forward and make it successful. Another one of our portfolio companies is a warehouse management company called stored that was started by a guy called Sean Henry, really young entrepreneur. And, you know, he was the business has been able to act actively and intuitively navigate some of the worst supply chain and logistics challenges that our country has faced over the last couple of years by using technology and embedding, you know, the next generation of technology in warehouses that are often when you think about a warehouse, you see people walking around with clipboards and they’re able to put this, you know, they’re able to digitize, um, supply chain inventories so that when a big, big brand is looking for, you know, 300 TVs, instead of having to, you know, pilfer through a bunch of clipboards, they’re able to just key it in and they know where those TVs are and can get them from the warehouse to the store shelves where they’re where they’re, you know, going to be able to be likely sold.

David Hall: And so we’re really excited about the business of stored. The third company that I’ve mentioned is a company called vision, uh, started by a guy called Kyle Henderson. These guys, the shorthand for vision is it’s, um. Tracking numbers for shipping containers. So these big containers that sort of get loaded up in, in Asia and float across the Pacific Ocean, land in the port of LA, and then have to get either trucked or trained across the country to get to store shelves. Knowing where those those containers are, you know, are they is it in the Panama Canal? Is it held up someplace, is a really big business and really important for being able to get product from from manufacturer, from being finished to store shelves and being able to have that intelligence that can track that product where it is in the world is a really hard and complicated task that these guys have figured out. These are some of the bright stars that we see in the Atlanta ecosystem and keep us really excited about the future.

Lee Kantor: So what do you need more of? How can we help?

David Hall: Well, we need more support. I mean, if, you know, if, if, if you are a corporation in Atlanta, if you run a corporation in Atlanta. You know, I think one of the biggest ways and I mentioned this earlier, you know, how are you thinking about innovation in your business? Where are you investing your capital into the next generation of startups? If you are an investor and you want to you want to put some money to work instead of, you know, you know, lean into making that, taking that risk and investing in a startup, it can, you know, it can be a really great experience for for investors to to partner with early stage entrepreneurs and give them the benefit of your experience. If you’re an employee and you’re kind of, you know, you know, that you can do something better than the way that your company has done it. Now is a great time to peel off and build that, that, that solution that you know your company needs. And instead of sort of being an employee, you could be the boss and you can run that company and build that innovation. And all of that can likely be done within the confines of the city of Atlanta. So I guess the quick answer is like, get involved.

David Hall: There are lots of ways to get involved in the in the in the technology space, in the in the startup world. And there’s lots of need for experienced um, been there, done that. Executives. Um, there’s lots of need for for mentorship to help, you know, ease the the exit from a corporate employee to being a startup founder. There’s always additional need for capital. If you if you want to invest, if you have capital to invest, there are lots of funds in the Atlanta area that are looking for additional investors to invest in those funds so that the funds can then invest in companies. There’s lots of ways to get involved. And I think the biggest answer that we need for for cities like Atlanta or other cities, and that we think are part of the next generation of rising markets, is to get involved, get off of the sidelines and be part of the next generation of great company building that that will be the next, you know, the next great the next great. Names on buildings across the Atlanta skyline are right now being built in somebody’s garage or in somebody’s accelerator or somebody’s dorm room. Make sure that those businesses stay in Atlanta.

Lee Kantor: And if somebody wants to connect with you or Revolution, what’s the website? What’s the best way to connect?

David Hall: Best way to connect with us is our website. You can find me on X at three, the number three and look forward to connecting with with you guys on on social or um, through through our website.

Lee Kantor: Well, David, thank you so much for sharing your story today. You’re doing such important work and we appreciate you.

David Hall: Thanks a lot, Lee. Really excited.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on Atlanta Business Radio.

Tagged With: David Hall, Revolution’s Rise of the Rest Fund

The Power of Reinvention: Jen Jaciw’s Path from Adversity to Achievement

October 21, 2025 by Jacob Lapera

High Velocity Radio
High Velocity Radio
The Power of Reinvention: Jen Jaciw’s Path from Adversity to Achievement
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In this episode of High Velocity Radio with Lee Kantor interviews Jen Jaciw — Career Ownership Coach, Consultant, Connector, and Speaker — shares her powerful journey from surviving adversity to empowering others to design lives they love. With over 25 years of experience in business management and entrepreneurship, Jen helps professionals transition from traditional careers to fulfilling business ownership. Drawing from her own story of resilience and reinvention, she offers authentic insights and actionable strategies for achieving personal freedom, success, and purpose.

Jen Jaciw (sounds like “Jasseff”) of Jaciw Consulting dba The Entrepreneur’s Source is a Career Ownership Coach, Consultant, Connector, and Speaker of  dedicated to helping professionals take control of their futures.

With over 25 years of business management experience spanning Sales, Marketing, Operations, and Entrepreneurship—including owning a successful Silicon Valley transportation company—she empowers individuals to transition from traditional careers to fulfilling business ownership.

As a child of an addict and domestic violence survivor, Jen understands the power of reinvention. She shifted from a victim mindset to a survivor mindset and now uses her experiences to inspire others to break free from limitations and design lives that they love.

Beyond coaching, she’s spent the past 10 years mentoring small business owners, leading networking organizations, and advocating for domestic violence resources. As a speaker, she brings authenticity, insight, and actionable strategies to topics like goal setting, career transitions, branding and marketing, and entrepreneurial success.

She has been in partnership with her husband, Alex, for over 30 years, and when she’s not coaching or consulting, she enjoys traveling and embracing the freedom she’s created in her own life.

Connect with Jennifer on LinkedIn and Facebook.

What You’ll Learn In This Episode

  • The Career Crossroads
  • Employee to Entrepreneur Shift
  • The Power of Coaching & Mentorship

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Atlanta, Georgia. It’s time for High Velocity Radio.

Lee Kantor: Lee Kantor here. Another episode of High Velocity Radio, and this is going to be a good one. Today on the show, we have the owner of Jaciw Consulting doing business as The Entrepreneur Source, Jen Jaciw. Welcome.

Jennifer Jaciw: Thank you Lee.

Lee Kantor: Well, I’m.

Jennifer Jaciw: Happy to be here this morning.

Lee Kantor: I am so excited to learn what you’re up to. Tell us about your consulting firm. How you serving folks?

Jennifer Jaciw: Well, I do a little bit of everything, but my main focus is career ownership coaching, and that looks a little bit different than regular career coaching. So my specialty is helping those that are interested transition from employee to entrepreneur.

Lee Kantor: So what’s your backstory? How did you get involved in this line of work?

Jennifer Jaciw: So I actually am one of my ideal clients. I was somebody that had owned a business previously. My first business was in California. I started that from scratch with my husband, had it for 15 years and sold it, moved to New Mexico where our money would go further and it was a much easier pace here, which is what we were seeking at this stage in our life. Um, but, you know, we made enough in the sale of the first business for one of us to retire, but not both of us. So I started looking for work about a year into moving here, and it was a lot harder than I thought it was going to be. You know, partly because I moved to a state that just is a little bit more, you know, on the poor side versus where I came from, Silicon Valley. So it took me a lot longer to find a job. And I had to switch industries, and I did, and I was successful in the industry, but unfortunately, two of the businesses that I was working for went out of business, and that happens a lot here. So I was faced with two layoffs in two years, and I said, never again. And so I was searching what else I could do as far as starting a business of my own, so that I wouldn’t end up in that space again. And I was connected with a coach that does what I do now. I went through this very experience that I now take others through four years ago, and I found so much value in the experience that I felt this was the right thing for me to do. I had been coaching or mentoring all of my life in some capacity, whether it be my own employees or teammates in leadership positions. And, you know, so it came very naturally to me, and I, I loved the whole experience that I went through. And now, you know, one of my driving forces was really what kind of impact can I make on others? And this was it. So I love the work that I do now.

Lee Kantor: Do you find there’s a lot of folks that, um, you know, maybe at the beginning they’re like, okay, I’m going to work for someone. There’s a sense of security in that. I’ll, you know, if I do a good job, keep my head down, I’ll be able to kind of stick around here, be promoted, and have a very nice life. And then with all of the chaos that we’ve experienced in the economy and then in just in general where people are getting laid off, maybe for the first time in their career or for the first time, you know, that they’ve even ever experienced it. And then all of a sudden now there’s uncertainty. And then now they they don’t look at their career as something that, oh, this is just kind of an autopilot. I have to, um, manage this. Uh, are people kind of seeing and feeling the difference between a career, a job, you know, a career ownership, as you call it, which I think is a great phrase, uh, rather than, I’m just going to get a job.

Jennifer Jaciw: I think more and more people are considering self sufficiency and taking ownership of their careers, because there really isn’t stability right now. You know, we’re about to hit the 1 million layoff mark in just this year. Um, we’re at I think, 985,000 jobs. You know, people have been laid off from their jobs this year, um, through October. So it is a much different job market than it was, you know, especially pre pandemic. You know, pandemic changed a lot of things in the job market. And a lot of uncertainty started to creep in. And it’s gotten more so in the last year. Um but what I have been really trying to focus on with my clients is there’s opportunity and uncertainty. You know, this is the best time to be taking control of what you do and how you do it. You know, a lot of people reprioritize what was important to them during the pandemic. They don’t want to go back to office jobs that they, you know, didn’t like in the first place. Or it could be that they were laid off, you know, in the last year. And they don’t want to just take the first job that gets offered. They really want to, um, put a lot of thought into finding something that aligns with what it is that they’re trying to achieve, whether that be more time with their family, more income, um, additional income streams. You know, I don’t think anybody in this day and age should be relying on one source of income anymore. It’s just not stable, you know, um, and secure as it used to be. Um, so I think that this is a great time for people to be really looking at this as an opportunity to take control, take that control back and make them the driving force for what they want their next chapter to look like.

Lee Kantor: Are you finding that people are comfortable with that mindset shift from employee to entrepreneur. Because that is not that simple. It’s not for the faint of heart to be an entrepreneur.

Jennifer Jaciw: It’s not as simple as making a mind shift. You know, it really takes a lot more than that. And what this coaching experience is all about is providing education and guidance and addressing the fears that come with considering something like this. If you’ve been relying on a paycheck all your life, yes, it’s big and scary to think about not having that, um, or replacing that, you know, um, and, and it’s based on your activity. But if you’re driven to succeed and you have those traits that can be transferred, you know, into doing something on your own, then we’re going to talk a lot about that. I want to do everything that I can to mitigate the risk that people feel, you know, when they are considering something big and scary like this. I mean, I certainly wasn’t ready when my husband said, we’re going to start a business together. For one thing, I thought he was nuts that we could work together in a business, you know, because that’s a whole other level of complexity when you’re trying to figure out how to work with your spouse and keep those relationships separate, you know? Um, but it is something that we figured out, and I’m very proud of that because it was not easy. Uh, but, you know, having, uh, all these different experiences that I can pull from to help my clients, you know, I think makes me really good at what I do because I do speak from, you know, the other side of things.

Jennifer Jaciw: I’ve been an employee. I’ve been an employer, you know, and I have made the the shift to business ownership twice now. The first one was a startup that we created with one town car and, you know, grew to a multi-million dollar company. This one is a franchise, you know, and we’re in a franchise environment. So most of the businesses that I do work with are structured, you know, which makes that risk factor. It does lower the risk factor. It comes with the systems, the proven systems and support. You know, people created a beautiful business and then replicated it over and over and over again. So they know what works and what doesn’t. And to come in to something that you’ve never done before without that system, the systems and the and the support, it will cost you a lot of more money and a lot more time to figure that out on your own. I know, because I did it, you know. So if you can, if I can do what I can to walk them through the different types of proven business models, um, with that additional support that comes with it, it’s a lot easier to, you know, give up employment and, and really look into, um, business ownership in a different way.

Lee Kantor: Now, can you share a little bit about what kind of those initial conversations look like. Say, I come to you and I was just laid off, and I’m, you know, I’m a little nervous. I don’t know what you know, maybe I’ve been sending out resumes and not getting any anybody returning my calls or or even acknowledging me, and I don’t know what to do. I’ve saved up some money. Maybe I have some 400 1KI could tap for an investment like you’re describing, but can you describe what it’s like, how you guide somebody who was just laid off through this transition?

Jennifer Jaciw: Yeah. And, you know, again, relying on my own personal experience, I’ve been through that. I’ve been in that spot and it stinks. You know, it’s not a it’s not a happy place to be. You’ve got a lot of pressure, you know, especially if you’re you’ve got a family, you know, people are relying on that income. So, you know, it really is, you know, just um, acknowledging where they’re at, you know, that this is a real thing. I understand the fear and the anxiety that comes with being laid off and trying to keep them up, keep them optimistic and helping them with tools and resources that can help them. You know, we go through an assessment together when we start working together. A behavioral assessment that can really pull. It doesn’t just pull strengths like a lot of them do. It actually digs deeper than that. It talks about their driving forces, what gets them out of bed in the morning, what makes them want to behave in a certain way, what drives them? Um, and there’s a lot of information in that assessment that comes back that can help them through the interview process. So I encourage my clients to actually continue to job seek when they’re going through the program. If they land a job while they’re going through the program, that’s great. They can continue the program. We can adjust the schedule to meet during lunch hour or after hours so that they can continue the path if they are interested in exploring what an additional income stream could look like.

Jennifer Jaciw: I have businesses that don’t require a full time time commitment. You know, if you have a proper manager in place, you could be hands off, you know, and just manage the manager. So there are things that will work with a job or without a job. Um, but really just trying to help them through the, you know, mitigate the stress, the anxiety that and and I don’t want anybody to ever feel like they’re stuck in a box, you know, that somebody placed them in 20 years ago. Because there are always options. And a lot of people have never considered being their own boss or they have and they don’t know where to start. You know, that’s what this experience is all about, is creating a safe space for people to just explore what that could look like and learn. You know, it really is focused on education and guidance so that all of their questions get answered. They know exactly what they’re getting themselves into. I also partner with several funding resources. Um, you know, people like CPAs and payroll companies and anything that they may possibly need to get started on the right foot. You know, I want to be a resource for that so that they can do that and just make it as easy as possible for them to make a confident decision.

Lee Kantor: Now when they’re working with you as the coaching delivered one on one, or do you do group or mastermind, like how do you deliver the coaching?

Jennifer Jaciw: The coaching is one on one. Um, I do occasionally do a workshop here or there, but most of it is the one on one coaching I find that works the best. But what what I do encourage in the very beginning is if there’s a family member, uh, it could be a spouse, it could be a sibling. If there’s anybody in your circle that you may be considering going into business with, I invite them to be part of the conversation as well, whether it be in the beginning or as you get more serious about considering something. I do want to meet those other people that are going to be involved, because it’s just as important for them to get their questions answered and to know that they’re the right fit for this business as well. You know, I don’t want to present a business to someone that doesn’t make sense. You know, it has to align with what it is that they’re trying to achieve, whether that be their values, their goals, whatever it is, you know, it has to make sense. I know when I was going through this journey myself, my husband was working the, um, fishing season in Alaska every year, so he would be gone for three and a half months at a time. And so when I started this journey, he had just left for Alaska, and I was getting more and more serious about opening a business. And he said, just don’t do anything until I get back so that I can talk to your coach and make sure that I get my questions answered and I said absolutely. So when he did get back, the first thing he did is hop on a couple calls with my coach. We did a couple calls together. He did some on his own. He made sure that he was just as confident in the support that I was going to receive going into this business. And and so that, you know, we knew that it was the right thing for both of us. And I think that’s really important.

Lee Kantor: So does it ever occur that after going through the coaching, the right thing to do is not owning your own business, but going and finding a job that that you’ll be more comfortable in that environment?

Jennifer Jaciw: Absolutely. And that’s why we start the conversation with the assessment and with your goals, because not everybody is cut out for business ownership. You know, it takes a lot. You know, you are going to have to make some calculated risks. You’re going to have to be able to make decisions. You know, we will mitigate as much as we can in this process, but there are things that you are going to have to do that are not going to be comfortable. That’s part of business ownership. You know, you have to get comfortable with the uncomfortable. Um, that’s just part of it. And not everybody is cut out to do that. So we may get to a point in this journey where, you know, we realize that this is just not the right time or it might not be the right. Um, it could be not the right time for financial reasons. It could be not the right time, because maybe there’s not enough business experience in the career to to do something else. So there’s lots of reasons, but we will determine that pretty early on. You know, if this is the right fit and if it is, then, you know, I will do my best to find something that makes sense.

Lee Kantor: Now what through the coaching, is the recommendations always a franchise or can the recommendations be an existing business that maybe is ready to sell or encouraging them to start their own business, whatever that might be?

Jennifer Jaciw: Yeah. There’s lots of paths that they could take as a result of this coaching, uh, experience. So definitely we will talk about all of those things. What would it look like if you were to keep and keep your job or find another job? What would that look like? Would that meet the things that you’re trying to achieve? Uh, the other could be you’ve got your own product or service idea and you want to create your own startup. I have a national, uh, partnership with score. Score is a group, a nonprofit organization where previous business owners or, uh, executive leaders now donate their time back and offer free mentorship. So I partner with those types of folks so that if I do have somebody that comes to me and has this great product or service idea, want to do their own thing, then I will, um, connect them with a score mentor so that they can continue free mentorship in that space that is their, um, specialty is that startup environment. My businesses are either going to be franchises or resales. So it could be somebody that’s retiring, is already generating income, is retiring moving out of state, has the the existing business up for sale. So it’s going to be one of those two that I would offer. But we explore all of those different paths. And really, you know, my I, I start the conversation with all of my clients, you know, during that intro call and just letting them know that I’m not going to push them in any particular direction. I want them my goal as their as their coach and their guide is to find them the right path, you know, whatever that is, and to not feel stuck like there’s no options because there’s always options. And I think that’s really important.

Lee Kantor: Now, is there a story you can share that maybe illustrates how, uh, the impact that this can make with somebody who’s struggling or feeling stuck? Mr..

Jennifer Jaciw: Yeah. Um, I mean, I’ve got a, of course, dozens of stories of clients that I’ve placed into businesses, but one of the ones that I think meant a lot to me is there was a ER doctor that came to me at the tail end of Covid and you know, she has two she had, she has two small sons and couldn’t remember the last time that she was able to go to a school activity or have dinner with them, because she had been in pandemic mode for three years. She missed her family and she said, I just can’t do this anymore. And I totally, you know, it was a very personal thing that she shared that with me because my youngest sister is an ER nurse and she was going through the same thing. You know, she was sleeping in a separate part of the house. She did not see her family for three years. And all of the medical professionals were like that during that time. So she she came to me, she said, I don’t want to give up my career. Obviously she put a lot of time, energy, money, experience, education into it. But she said, I want something more flexible. I want, you know, to pick and choose when I want to go to the hospital and work, you know, with patients.

Jennifer Jaciw: So we found her actually a recruiting agency that only deals with, uh, matching top health professional talent with the people that are looking for it, with hospital systems, with private practices. And it was perfect because she already had the network for it. She already had the connections. Um, she understood the business. She understands the industry implicitly. So it was the perfect thing. She is now able to create her schedule exactly how she wants it. She’s doing the things that she wants to with her kids. She’s having those family dinners, and she’s picking and choosing when she wants to work at the hospital. So it’s been, you know, a win win on all fronts. So that’s just one of the many stories that is somebody that chose to stay in the same industry she was in. I’ve got a ton of other stories where they were in, you know, something completely different. Um, their whole career was in something, and they totally switched into a different industry, but took those transferable skills with them and are now being super successful in something completely new.

Lee Kantor: Now, how do you handle some of the objections that, um, when it comes down, like people, I’m sure at first are like, yeah, that sounds good. Yeah, that sounds good. And then you’re like, well, if you’re interested in this opportunity, it’s going to be like 100 grand. And all of a sudden now they’re nervous now. Um, you know, this is different than getting another job. This is going to require a large investment, um, or a medium sized investment. Um, how do you help them kind of manage that risk and, and explain to them that this isn’t like a lottery ticket. These things are are a lot safer than that. But they’re not perfectly safe. But they’re not. It’s not just pure chance if you’re going to be successful.

Jennifer Jaciw: Right? No, there’s definitely work required. And that is something that we talk a lot about. You know, how much time are you willing to put into this business? Is it something you can work full time? Is it something you’re going to work more on a part time or semi absentee basis? We have different business models for each of those types of clients. So there’s, you know, a lot of clarity that needs to happen before we get to that point. We need to know, you know, what their commitment level is as far as their activity goes. We need to know, you know, what their financial status is. You know, what should should we be looking at something that has a lower, um, investment level versus a higher one? You know, how much lead generation needs to be provided by the the corporation by the business corporate team versus you doing the business development on your own. Some people are much more comfortable doing sales and business development than others. I work with a lot of engineers, you know, that have been laid off in the tech space, and they are not somebody that wants to go out and sell anything. So we look at different types of businesses where that’s not required. So there are, you know, lots of different ways that we’re looking. Always going back to that right fit. Um, but we also part of this experience is once I’m addressing the fears and getting to the point where they are confident in having those conversations with the businesses themselves, that’s part of this experience.

Jennifer Jaciw: So when I do get to the point where I’ve presented some ideas to them, they then have this safe space to have those conversations with the businesses directly. In those conversations, they’re learning about what their financials look like. What is the cost? What are the expenses? Um, what are your low level producers making? What are your top level producers making so that they have a really good idea going into anything, what they could potentially be making? What is the reward if they’re willing to take the risk? So we talk about that a lot. Risk and reward. They also will be connected with other owners you know, or with the owner itself if it is a resale. They’ll be talking with the owner of the existing business. So you know, again it’s just there’s so much that happens in this couple months of time that I have with people that we do everything we can to make it as smooth and seamless as possible so that, you know, if they’re going to take the leap, that they have the tools, resources, support everything that they need to get off on the right start and set up in the right way.

Lee Kantor: Now, um, before we go, can you share a piece of advice? Maybe this is a person had that has never had maybe a sales role before in their career, but like you mentioned, there’s no escaping the work. There is some work that needs to be done. And sales is usually one of the things that you’re going to have to do that at some point. Somebody has to buy something from somebody in the company in order for the company to thrive. Any advice for that new business owner when it comes to marketing?

Jennifer Jaciw: Yeah, and if that is something that we discover in those first couple conversations, then I will definitely keep that in mind as I’m looking at different types of opportunities, because if they’re going to make an investment, it needs to be a strategic investment and it needs to make sense. So if there are people that are more introverted versus extroverted, we will discover that through those first couple conversations. And we can keep that in mind. As I go to the portfolio and I look at the type of business that I’m going to present. You know, there are definitely business models that don’t require as much of that, you know. Um, and, you know, a lot of the businesses that I work with also provide sales coaching as part of the process, as part of the training. If that’s something they’re interested in learning more about. But there are definitely all types of, um, businesses, you know, ones that will rely on the owner to do the sales and marketing and ones that will not. So it’s really finding that the one that makes the most sense.

Lee Kantor: So what does it feel like for this individual right before they call you? What are what are they feeling? What what’s their, um, kind of internal dialog they’re having before they, uh, contact you or somebody on your team?

Jennifer Jaciw: Well, you know, unfortunately, a lot of people are not in a great headspace when they do decide they’re going to engage. I connect with a lot of my clients through LinkedIn, and it’s usually somebody that says they’re open to work, and usually that indicates that they have left a toxic environment either on their own accord or being forced out with a layoff. Um, and in that situation, you know, it’s my job as their coach or guide to, you know, help them get in the right head space for one, because again, interviewing is important. And if that’s something they’re going to continue to do, they have to be in the right head space. So we’re going to address that right away. The other thing is, you know, again I have talked to so many people, I think the percentage is like 75% of people want to be their own boss or have something of their own, but only 5% actually act on it. And so if I can tap into that 5%, that is, you know, willing to learn about what that could look like for themselves, then I can I can be the catalyst for that, you know, And that’s what I love about the work that I do, is finding those people that can see that this is a great opportunity, despite the uncertainty that they feel, you know, at the moment. I think it’s really important.

Jennifer Jaciw: But, you know, I mean, I don’t think that anybody should not have a coach or mentor at this stage in their life. You know, I work with and something else that has changed over the last year. You know, when I first started this business four years ago, it was usually 50 and above executives that had been laid off and couldn’t get an interview because ageism is prevalent everywhere in the job market. But what has changed in the last year is younger and younger clients are coming to me now. I have clients that are 28, 29, 30 and 32 that, um, aren’t, you know, they feel like the job that they’re in or that they’re looking for, they cannot find a business that aligns with their values or what is important to them. Or, you know, again, the growth opportunities. They’re not being given those opportunities. So they’re looking at self sufficiency. What can I do. You know to replace that employment paycheck. So I think there’s you know there’s opportunity for any type of client, you know, that is willing to just learn. And that’s all I’m asking for. People when they do connect with me is just be open, you know, to learning about what this could look like for you. And you can decide if this is for you or not. It’s really their journey, not mine. I’m just here to guide it.

Lee Kantor: So if somebody’s interested in, uh, having a conversation with you, whether to explore career ownership and see if that’s a right fit for them, what is the best way to connect with you or somebody on your team?

Jennifer Jaciw: Yeah, I’d probably direct them to the website so they can learn more about the experience and read some of the testimonials. My website is j j I w dot e. Coach.com.

Lee Kantor: Good stuff.

Jennifer Jaciw: My phone number is (408) 550-5892 and I am a virtual practice. So I have clients across the United States and into Canada.

Lee Kantor: And if they want to connect with you on LinkedIn, just your name?

Jennifer Jaciw: Yep. Jennifer. Yep.

Lee Kantor: Good stuff. Well, thank you so much for sharing your story today, doing such important work. And we appreciate you.

Jennifer Jaciw: Thank you. Lee, I appreciate being given the opportunity to share.

Lee Kantor: All right. This is Lee Kantor. We’ll see you all next time on High Velocity Radio.

Tagged With: Jen Jaciw

Rediscovering Joy: How Lumina of Hope Empowers Women to Thrive Amidst Challenges

October 20, 2025 by angishields

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Cherokee Business Radio
Rediscovering Joy: How Lumina of Hope Empowers Women to Thrive Amidst Challenges
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In this episode of Cherokee Business Radio, Joshua Kornitsky talks with CoCo Collier, founder of Lumina of Hope. CoCo shares her personal journey through grief, health challenges, and career changes, which inspired her to create a nonprofit supporting women and mothers of children with special needs. Through retreats, mission work, and community programs, Lumina of Hope provides rest, connection, and resources. CoCo discusses the unique struggles these women face and invites listeners to get involved, emphasizing the importance of community, compassion, and empowering women to heal and thrive.

Brought to you by Diesel David and Main Street Warriors

CherokeeSponsorImageDieselDavidMSW

CoCo-CollierCoCo Collier is a speaker, cancer warrior, and founder of the Lumina of Hope Foundation, a 100% volunteer-run nonprofit dedicated to empowering women through retreats, mission trips, and community events.

After overcoming her own seasons of loss, illness, and uncertainty, CoCo turned her pain into purpose—creating spaces where women can rest, reconnect, and rediscover their strength through God’s light.

Her journey inspired the creation of Lumina of Hope, which now serves women from all walks of life, including mothers of children with special needs, cancer warriors, and those navigating grief or burnout. 720x720Signage-LOHWhiteNAMEONLYonPurpleBackground3.7.25

CoCo blends faith, humor, and hope to help women live boldly and believe bigger. Whether leading a retreat, speaking on stage, or connecting online, her message is the same: faith isn’t boring—it’s fierce, freeing, and full of fire.

Follow CoCo on socials @cococollier.

Lumina of Hope: https://bio.luminaofhope.com
CoCo Collier: https://hopp.bio/cococollier

Episode Highlights

  • The mission of Lumina of Hope to support women and mothers of children with special needs.
  • CoCo’s personal journey through grief, health challenges, and career transitions.
  • The impact of community and connection on healing and personal growth.
  • The importance of retreats and community programs for women facing hardships.
  • The unique challenges faced by mothers of children with special needs, referred to as “anchored mamas.”
  • The role of faith and affirmations in overcoming personal struggles and health issues.
  • The significance of creating safe spaces for women to share their stories and connect.
  • The nonprofit’s reliance on community support, donations, and volunteer efforts.
  • Plans for future events, including retreats and mission trips to support women in need.
  • The ongoing commitment to empower women and raise awareness about their challenges and needs.

Transcript-iconThis transcript is machine transcribed by Sonix.

 

TRANSCRIPT

Intro: Broadcasting live from the Business RadioX studios in Woodstock, Georgia. It’s time for Cherokee Business Radio. Now, here’s your host.

Joshua Kornitsky: Welcome back to Cherokee Business Radio. I’m your host, Joshua Kornitsky professional EOS implementer, and I’ve got an absolutely incredible guest for us to talk with today. But before I get there, I just want to remind everybody that today’s episode is brought to you in part by our community partner program, the Business RadioX Main Street Warriors Defending Capitalism, promoting small business, and supporting our local community. For more information, go to Mainstreet Warriors and a special note of thanks to our title sponsor for the Cherokee chapter of Main Street Warriors. Diesel. David. Ink. Inc. please go check them out at diesel. Com. So as I said, I’ve got somebody really special today. Uh, she and I connected a while back, and I just can’t get over all she does. So my guest today is CoCo Collier. She is the founder of Lumina of Hope, a nonprofit dedicated to creating meaningful experiences and support for women and mothers of children with special needs through retreats, mission work, and community programs. Lumina of Hope helps women step outside their comfort zones and find renewed purpose. Coco’s work blends courage, compassion, and connection, empowering women to heal, grow, and rediscover their strength. Welcome, Coco. It is truly an honor to have you here.

CoCo Collier: Thank you so much, Joshua, I appreciate it. It’s an honor to be on here.

Joshua Kornitsky: Well, let’s begin at the beginning. I always wondered.

CoCo Collier: Okay.

Joshua Kornitsky: Origin story. Um, tell us a little bit about yourself and your For background, and maybe the spark that led to the creation of of Lumina of Hope.

CoCo Collier: Okay. So it’s it’s a little bit of a journey here, but I’m going to go back a little bit because it’s important. Um, it’s a part of my story. And about seven years ago, I lost my mom to cancer. And I went through the grieving process, which, as so many people know, it’s different for everyone. Right? And there’s the timing is different for everyone. How they handle it is different. Um, for me, it hit me, um, very badly. I could say I fell into this toxic relationship with grief. And, um, it was almost like he was this, this being that was in my home that was really attached to me. And every time I start to kind of get away from the grieving process and from grief, um, and I start to see, you know, my kids were little at that time and I’d start to see them and realize, you know, they’re still in this room here, and I’ve got to pull myself together. And I was start to to get out of that funk. And then it was like he would call, claw my leg, pull me back in into that relationship. And so, um, I went through quite the process to, to get to where I am today, and I had to fight for that, and I had to eventually break up with grief and and kick his butt out the door.

CoCo Collier: Trust me, it was it was much harder than I thought, um, or I ever dreamt that it would be. So I went through years in that relationship. Right? And I was living in Missouri at the time, and I knew that if I stayed where I was, that there wouldn’t be much life left in me at some point, because it was quite the struggle. And I eventually told my husband, I said, you know, the kids and I were going to go back to Georgia because I knew that I was I was kind of drowning in that grief and that misery. And and I said, I hope, you know, I hope you can make it. If not, we’ll figure out something. And because I knew I had. It was about surviving at that point. And so, um, we all we all moved back to Georgia and it wasn’t a magical, a magical, um, transformation. Right? Pop the bubble.

Joshua Kornitsky: Sure. If only it was.

CoCo Collier: And I’m good to go now. Right. I’m back in my beautiful Georgia, which I have no family here, but I love Georgia so much. The people here are so good to me. Um, and I just, I truly adore them. Um, and my neighborhood, my old neighbors, they became my friend family. And so I happened to when we moved back, we moved a couple doors down from my best friend and, um, you know, and so over time, things kind of got better. Um, I still knew that what was what used to work was no longer working for me. And so I needed to do something that would make me force me to put makeup on, to get dressed and to show up for somebody other than myself, because I was having a hard time showing up for myself. Right. And it was a struggle showing up to my kids school parties, you know, and just being present and acting like I live in this perfect world, when I was really struggling on the inside. And so I made another big shift from doing photography for 13 years, and I took a job at a law firm, part time in, um, accounting and within. And then that was about the same time that Covid happened, I want to say, just a few months into that, maybe half a year into that perfect storm. Right. Um, but I will say some really great things came out of that relationship at that firm and within probably about seven, six, seven. I’ll just go ahead and throw that out there for the kids, right. Six, seven months I was provided or given an opportunity to jump into the director of operations there.

Joshua Kornitsky: Obviously, you made an impression.

CoCo Collier: I did I did one that I, I wasn’t yeah. I never even dreamt of really. And so it would mean that I would actually have to go. Believe it or not, into the office during Covid. And I would be switching to full time. So some changes, right? For for me and my family. Um, but I loved it. It it just felt good. It was something new. It was something fresh. And sometimes when you are struggling to show up for yourself, you have to show up for others first. Um, that’s why I’m a pro.

Joshua Kornitsky: Very true.

CoCo Collier: Right? I’m a pro believer in that. When I hear about someone struggling, I say, well, you know, why don’t you go serve at the food pantry for a day, you know, or why don’t you go pass out food, you know, um, work with ministries or something like that. And so, um, but back to my story. So yeah, I, I did that. Things were going good. I used my commute going into the law firm. You know, this is in the middle of Covid or I mean, near the end of Covid at this point, um, a couple years into it, I’m dropping my kids off. I’ve got a decent commute, and I use that time for listening to podcasts and, you know, just trying to work on my mental health game and just grow as a being. Right? And, um, made a lot of progress. But in the meantime, my body was still kind of falling apart, like I’d had these weird symptoms that I just associated with grief.

Joshua Kornitsky: Sure. And that’s a very real thing that that mind body connection.

CoCo Collier: Right, right.

Joshua Kornitsky: And just assumed that it was dealing with the after effects.

CoCo Collier: Yeah. I remember even back when my mom was going through cancer, like, like clumps of my hair was falling out and I’d have these nosebleeds, you know, and I thought it was just associated with the stress and, um, you know, and then going through the grieving process. And I gained so much weight and I was just swollen and inflamed. If you go look back at my pictures from that from just a few years ago, you’ll see it. Um, so I remember these things were happening to my body, but I was so focused, I shifted my focus on everything work related or family related.

Joshua Kornitsky: You needed that distraction mentally as well.

CoCo Collier: Absolutely.

Joshua Kornitsky: But I’m sensing there’s more to that story.

CoCo Collier: There’s so much more to that story. And I will never forget that here I am in this beautiful law firm. Like living this dream that I did. I never even dreamt for myself. Right? Um. I am sitting in this incredible office space, and I’m standing at my desk and I’m starting to type, and then all of a sudden, my fingers just stop functioning, and, um. And they go completely white from, like, my knuckles down to the tips of my fingers. And, um, I had a freak out moment. Like, what? What the what is happening?

Joshua Kornitsky: Right.

CoCo Collier: Right. And, um, and I’m like, okay, I need to stop sticking my head in the sand. I need to go get some help. And I had had some other symptoms as well. And long story short, I found out I had to have a surgery from my gynecologist because I had some women issues there. And I just remember going back after that surgery thinking all is well, everything’s good. And she basically said, um, you know, wipe your hands on me. She’s like, I’m sorry. Uh, we found some suspicious things in your body during the surgery. We had to send it to the pathologist, and it came back as cancerous. And so at this point, I’m no longer going to be able to serve you. And I’m going to send you to a this oncologist, um, that specializes in gynecology. So, um, I had to have another surgery. I found out I had uterine cancer, which put this this girl who worked really hard on her mental game. It put me in a little funk for a couple months.

Joshua Kornitsky: I think that’s understandable.

CoCo Collier: I freaked out for a bit, um, for sure. And then I remembered. I remembered I think it was, um, maybe even Mel Robbins, I forget, but I remember her talking about, you know, just kind of like, whatever we shift our focus on, um, whatever we put our focus on is where all of our energy goes, right? And. And after I lived in that fear bubble, probably longer than I should have allowed myself to do, I popped it and I said, you know what? I’m I’m no longer going to do that. I’m no longer going to, um, live in that fear bubble and think, because I definitely had that moment of, oh my gosh, I don’t even know if I’m going to get to see my baby girl graduate high school, right? And so I popped through that, and I and ever since that day, I upped my faith based affirmations that I speak and believe and I claim it and receive. And I speak these every day over myself, every morning, every time I’m in my car, pretty much. And it’s the last thing I do before I go to bed. But I claim 45 years of not getting by years, but thriving years. So that’s one thing I do. Um, I as far as the uterine cancer goes, like I’m still part of that journey. I’m three years in now. Uh, I still have some hiccups. I still have some scares. I still have to see my oncologist every six months.

Joshua Kornitsky: Ongoing treatment and.

CoCo Collier: Yes.

Joshua Kornitsky: Associated.

CoCo Collier: I do. I have a apparently a five year journey. I didn’t sign up for. But that’s that’s it. And I also did a, a huge thing, which was one of the best things I ever did. That was seeking a functional health doctor, and I found out that I had all these autoimmune issues as well. And so that those autoimmune things is what caused all this inflammation in my body, which, you know, cancer loves inflammation. So I could no longer, you know, do the same physical things that I was doing. I can no longer eat the same things that I was eating. Like I had to make a lot some more radical lifestyle changes. So I had to go gluten free. I, um, I didn’t do anything overnight. So. And it’s not like, you know.

Joshua Kornitsky: You’re not going to. You do trust me on that one. It it.

CoCo Collier: Uh.

Joshua Kornitsky: It might be a gradual process.

CoCo Collier: Oh, I have a one friend, and she she went cold turkey, like, no sodas and gluten free overnight. And I’m like, oh. But one thing I loved about my doctor is like, she’s like, just do baby steps. Um, and so it’s been a long process, but, um, that’s one reason why I fight so hard for, like, people in the wellness industry. And I encourage women on that wellness journey because it is a journey. Like not always be on that journey, right? Um, but I’ve made radical lifestyle changes and here I am and I’m less inflamed and I’m just a healthier, healthier, better version. So life’s easy at this point. Okay, let me catch you up. As far as the timeline goes for the for the first time ever.

Joshua Kornitsky: You had a shift in geography. You had a shift in mentality with the role, and then you had a shift in a radical shift in your health. Um, and and somewhere in that journey, you thought, what I need to do now is take on more responsibility.

CoCo Collier: No, that was the last thing. Um.

Joshua Kornitsky: So how did we arrive at.

CoCo Collier: I know, I know, I tried to run away from it, and.

Joshua Kornitsky: Well, it’s a funny thing. I think the fact that you don’t see it as anything other than the positivity you bring into the world, uh, says a great deal about who you are and how you view what you’re doing.

CoCo Collier: Thank you.

Joshua Kornitsky: Not a.

CoCo Collier: Burden.

Joshua Kornitsky: Uh, but but let me stop talking and let you.

CoCo Collier: Well, okay, so I again, once again knew I. The working full time for somebody else is not going to work because I had to focus on healing my body right, and go my wellness journey. So I shifted gears. I launched my own, um, my Coca-Cola consulting business, which still ends up working with a lot of small businesses. And the niece happens to be law firms. Uh, of course. And that was great. It was super successful, I found out, I mean, because I’ve always worked I’m a I mean, I don’t know if you can tell, but I’m a little.

Joshua Kornitsky: Bit of a high energy.

CoCo Collier: Energy person. And so I’ve always joked about, um, like, I can run circles around some people and, and it’s just that I am a problem solver and I want to, you know, I want I don’t have to have someone to give me direction. I will just go out and solve the problem. And I’ll also write the book about it. Right. And let’s get some policies and procedures and. All right. We’re good to go. I just saved you, like seven days of work. So my consulting business was very successful and great things were easy in my life. I was working maybe, you know, 20 hours a week and. But making, you know, so much more money and, um, having plenty of time to go walk in the trees or in the trees, walk in the woods, which is like my favorite thing to do, and search for mushrooms and, and just have some quiet me time and self-reflection time. And so life is so easy, right? And then December comes around, um, and I will never forget the first conversation. I’m at Barnes and Nobles and this sweet older lady named Winifred, she’s 80. I find out she’s 81 years old. We’re looking at, uh, these books, the stack of books. It’s cold. She’s got, like, multiple layers on Sweetest Little Lady. And we’re looking at these these, uh, journals for next year. These affirmation books are all self-help type stuff, right? And she’s like, turns to me.

CoCo Collier: She’s like, what do you think about all this? You know? And what was funny and she didn’t know is that, um, every well, the year before, I started doing a vision board and I kind of did it in my close group circle of friends. Right? And then that next month, I was was the first time I was hosting kind of an event in my home, just opening it up to women in our community to come and do a vision board event with me, because I’ve seen how incredible and how impactful that is when you you put into words and you put those visual tools up on that vision board, right. And you actually are being proactive versus reactive to what’s happening in your life. You’re claiming things for your life. And I’ve seen it work and I’ve seen that it’s going to come into fruition. Right. Right. And so, um, so it’s hilarious that this sweet little widow friend, she turns to me and she’s asking my opinion about this. So I start talking to her and she’s like, do you mind if we get a cup of coffee? Okay, so we start talking and it’s like an hour long conversation, and she shares about some of the hardest, darkest times in her life. And so here I am talking to her. I’m also sharing contacts with some people that I think can help her. Um, you know, as far as, like, estate planning goes, like it’s just funny.

CoCo Collier: My, my tool sets are so oddly combined. This is a it’s a weird diverse, right? Yes. And so I’m connecting to her and I’m in a way kind of ministering to her, but I don’t at that time. I don’t see it that way. Right. Um, she was number one, all right. And the community of women that would start to approach me and start these conversations, and that was Winifred was the first one. And then the next day would happen again at a deli at 1:30 p.m., right down the street from me. Adelie I’ve never been to before, but decided to jump stop in there at the last second, one of the workers talks to me and she approaches me. And it’s it’s always some weird random start of the conversation, like, oh, I like your tattoo, my daughter. And this one, she was like, my daughter and I are getting ready to go to Destin, Florida. We’ve never been. I’m like, oh, that’s funny. You’ve never been to Destin, Florida. I was like, everybody here goes to Destin, right? Um, and she’s like, no, I’ve never been. And she said, in fact, we’re going to get matching tattoos in honor of my son. He I lost him last year at 17 to cancer. We talked for an hour and 30 minutes in that deli. Okay. So this continues to happen. So much so that my kids start to joke about, hey, mom, make sure if we’re about to go to the grocery store, make sure you add another hour.

CoCo Collier: You don’t know who’s going to bump into you, you know? And so it continues to happen. And in that time, I kept feeling like something’s pushing me, calling me to connect these women. Because what I know from my grief, from my dark times, is that, you know, the devil or whoever, whoever you want to believe in. Um, I mean, he’s a liar. He wants people to think that they’re the only ones going through what they’re going through. Right? Um, when you’re in that hard, dark time that no one sees you, that you should be embarrassed that you’re even thinking of, these things are shameful, that you’re going through these things. And that’s a lie. It’s it’s not the truth. Um, there’s this need that just started showing up in these conversations with women that they need to connect. They need to see that there’s other people that are in the same shoes as them, or they just went through that and they can help them. They can help pull them through that. Right. So that C started getting planted and and meanwhile I’m telling God the Universe, I’m like joking. I’m like, I don’t want to start a nonprofit. I feel like I’m being called to start a nonprofit. But that sounds like a lot of work, right?

Joshua Kornitsky: Keep getting in front of you. So.

CoCo Collier: And I’m. Yeah. And and I and I basically I’m not joking. Josh. I basically said I’m not going to do this. Like I’m telling God, the universe, whoever is pushing me this way, like, no, my life is finally easy. For once. It’s good. It’s peaceful. I’m healthy. I’m on my wellness journey. Right?

Joshua Kornitsky: We’re here today to to talk about how you didn’t do anything with that feeling. Right?

CoCo Collier: I try to run away from it, and it was almost like the universe is like, that’s so funny.

Speaker4: You just try keep running.

Joshua Kornitsky: But every.

Speaker4: Corner just turn around.

CoCo Collier: Right? And he it dialed me up. So much so that it started happening. Um, when I would go on vacation on a cruise ship, it started happening when I went on a work trip with a friend. And that final conversation, it is what led me to do this. And I went to this is kind of a weird, wild story. So you’re going to find out that I do weird, wild stuff. Um, that doesn’t probably make sense to a lot of people, but this is one of them. So my my, here we are. We’re in February. There’s a KW family reunion. You know what?

Joshua Kornitsky: Kw is not off the top of my head.

CoCo Collier: It’s real estate. It’s KW, it’s. Yeah.

Speaker4: Keller Williams real.

CoCo Collier: Estate. Okay. I’m not a real estate agent. Right? That’s one thing I’m not. Um, but my best friend was. And she had to go to that that family reunion that was in Vegas. And she hadn’t flown in over 13 years. Her husband couldn’t go with her. And I said, girlfriend, I’ll go with you, you know, because, um, Tony Robbins was going to be there, Mel Robbins was going to be there. Plus, I’ve found that when I go to these, um, other type of conventions and summits and things like that, like the tools will transfer to what I’m doing for other small businesses, right? So it’s like easy. And I was also writing some books too. So I’m like, perfect. I’ll just I’ll continue to write. It’s going to be a work trip for me as well. I’ll go with you. And so that’s what we did. We shared a hotel room, and here I am with thousands and thousands of real estate agents, which I love. The energy is so powerful, right? They’re all eager to connect, except for this one woman. And this one woman just kept looking at me kind of funny. And we were introduced at the beginning of that, that experience. And she maybe said two sentences to me at that point. But then throughout the next couple of days, even though our groups would interact, she just gave me these weird, odd looks. Meanwhile, I talked to my best friend that I went on this trip with Susan. I was I’m telling her basically what I just shared with you, that I’m feeling called to lead to start this nonprofit. And what’s wild is that, um, the days go through, right? And it’s our final day.

CoCo Collier: We’re going to fly out that night, my best friend, my roommate, and this woman who was giving me those weird looks, it’s her roommate. We all go to lunch together. So the woman that’s giving me the mean looks is. Or the odd looks. I don’t want to say mean, but just just, I don’t know, it was just off. Unusual. Thank you. Um, was not claimed she was not going to join us for lunch. Right. And we’re at this noisy, noisy diner, and it’s about 2 p.m. at this time. And we just finished eating. The waitress hasn’t cleared our plates just yet. We’re all just having a conversation, and out of the corner of my eye, I see this woman that’s been giving me these unusual looks. She comes, plops herself right next to me, and she never orders food. She just picks off, uh, the her roommate’s plate from across the table from her, and then she turns to me. She says, Coco, can I tell you something? And let me tell you, Joshua, I had chills like no other because I knew. I knew in my soul, my spirit. Like, this is going to change my life, right? And here’s what she told me. I know it was. It was the oddest thing. Like, so just imagine I’m it almost felt like I was in this movie and I’m in this busy, noisy, noisy diner. And when she says those words to me, it was like there was this hush that went through the entire restaurant. I try not to get emotional when I talk about it because I’ll never forget it.

Speaker4: Right?

CoCo Collier: And she says to me, she goes, Coco, she said, I overheard what you were talking to Sue about, which is, you know what I just shared? She said, I want to tell you, you have to do it. And here’s why. And she said, if you would have met me this time last year, you would have met a completely different version of me. She said I was hitting rock bottom. I, um, you can ask my roommate. She’s pointing across from her, and she said I was staying up till like 3 a.m. in the morning, drinking, partying, gambling. I’d come into the hotel room, I’d crash into the hotel room, a sobbing mess, and had basically a nervous breakdown. Right. She said, I go home from that, that, um, trip, and I basically do have a nervous breakdown, and I find myself on my laptop that night and I’ve got two tabs open. I’m looking at ways to end my life. Wow. And I’m and I’m also looking into mental institutions that I can check myself into because to me, that was my those were my two options. I felt so disconnected, So lonely, so just that no one understood what I was going through.

CoCo Collier: She had maybe a little bit, in my opinion, a little bit of postpartum depression. And she said, luckily I didn’t do anything. The next day my husband comes home and I tell him my struggles and he gets it as much as a husband. I mean, you know, you’re a husband to your wife, right? As much as you can get it. Um, she said, but I made some changes. I ended up seeking help, and I’ve. I’ve been on some medicine since then, and I’m in a much better place. But if I would have known about a retreat that I could have gone to just to give, take me out of my environment, that I could connect with other women that are going through the same things that I’m going through. I would have chosen that in a heartbeat because that’s what I needed. I needed to know that I’m not the only one going through what I’m going through, and that’s why you have to do it. And I remember getting on that plane that night, and I turned to my best friend Sue, and I said, well, shoot a bear. I guess I’m starting a nonprofit.

Joshua Kornitsky: Sounds like it was an inevitable path from some time back.

CoCo Collier: It it was wild. The the things that I had to go through, what I feel like was maybe going to hell and back. But there’s a reason why I did it, and it’s why I fight so hard for the women that I serve. It’s why I feel like I’m always putting on my battle gear, my warrior uniform, because I feel like so many women feel invisible and unseen, especially some of the women we serve, which is our mamas that have a child with special needs. And this this forever lifetime caregiver role that they they they were given and they accepted that assignment, right. You know, they will never be empty nesters. Like I know we will one day be empty nesters, right? Their needs are different than our needs. And so that is how and why I started Lumina of Hope Foundation.

Joshua Kornitsky: So that’s beyond incredible. And I would tell you that knew it was a journey. You told us it was a journey, and I wouldn’t ask you to cut a single thing out of that, because I think all of it was necessary to understand what brought you to creating the nonprofit. So. So you you serve moms, you serve women, you serve moms of special needs kids.

Speaker4: And yes.

Joshua Kornitsky: What way do you serve? You’ve mentioned retreats, which I.

CoCo Collier: Yes.

Joshua Kornitsky: But but what’s your overall mission? What is it you’re trying to do? You’ve talked about connection. You’ve talked about, um, helping those. I don’t think there’s a good term that exists today for the feeling of isolation other than isolation.

CoCo Collier: Right.

Joshua Kornitsky: Let me let you answer rather than me.

Speaker4: Yeah.

CoCo Collier: Well, the three words I would say that resonate the most with lumen of Hope Foundation is rest, connect and thrive. That’s our ultimate goal. Um, there’s so many women, so we serve, like I said, our mamas that have a child with special needs. We call them our anchored. Mama’s not anger anchored. Um. Anchored mama’s. And so we also serve women that are cancer warriors. Because of my mom’s journey. My journey. My VP had breast cancer at the same time I had cancer. And, um, that’s important to us, too. Um, and so those are just two of the ones. And then women that have suffered loss as well. That’s a phase that we haven’t even been able to reach just yet, because we are 100% volunteer based. Um, and so our, our volunteers, you know, we work really hard for our women and we hope to grow and be able to help those women eventually as well. Um, but we do this by providing connectable moments for them, by hosting different events in our community, for them to connect. Um, one of the things that that’s so beautiful that happened out of a February retreat of ours, which was one that was designed for our mamas that have a child with special needs, um, we were able to provide 16 women full scholarships for five days, four nights in Destin, Florida, and, um, all the food was provided. The keynote keynote speakers were provided.

CoCo Collier: I had someone donate a boat. I had a captain. A captain. Georgia is actually her name. She, um, was able to do that to to take us out on the boat throughout the day in different shifts. Um, I had a photographer that is a domestic violence survivor, and she, um, was the one that said, hey, Coco, when you bring these mamas here, I want to photograph them. And she did, and she is phenomenal. So if you look at our website, you’ll see these beautiful beach pictures of our mamas that have a child with special needs. They are they look elegant, they are photographed on the beach and they’re just stunning. And they look for new, they look refreshed, they look like they’re thriving. Um, and that retreat, so many things happened. One, there was this one lady that saw all my retreats. We do a vision board, right? Because again, you know, I talked about how important that is, and I’m a big believer in it. But this lady came up to me in the middle of that session and she’s in tears. She’s like, Coco, she said, I don’t remember the last time I allowed myself to dream for myself. It’s probably been about 21 years ago since my daughter was born. 21 years of not dreaming for your own being, your own needs. That tells you so much, right?

Joshua Kornitsky: Fathomable.

CoCo Collier: And for many of these women, it’s I mean, for some of them, it had been 15 years that she had gone away without her child. 15 years because. So everyone’s situation is different. But for this one, there was just nobody that she could trust that the child would trust as well to take care of their needs. Right. And so This same woman that came up to me, um, that was in tears. You know, she’s kind of a quiet, more reserved women out of all of this group, right? Well, what’s really incredible is that a few weeks later, she reaches out to me and texts me. She said, Coco, so many people, um, in our community around this area, saw what was happening at the retreat. And they’ve heard me talk about the retreat and all those good things have come out of it. Um, but they want to know how they can get together. And she said, basically, I think I’d like to maybe co-lead. I want to do it by myself, but if I want to do some some meetups, the women in our community that are in that special needs world and so that they can hear about some of the resources that are available and just connect with the other mamas that are going through the same things. And because at that retreat in back in February, we’ve we’ve We found that here are 16 women, much from Atlanta to Cartersville. But these women, we found out that like three of them knew about XYZ resources. Right. And these three knew.

Speaker4: About all.

Joshua Kornitsky: Live isolated to a degree. And when you discover something like that, until you came along, there was nowhere to share that.

CoCo Collier: And they realized there’s huge gaps here. Um, and what was cool at the retreat and that I’ve seen now. So this lady, um, her name’s Melanie, I’m going to tell you. And the lady that approached me, we went on a hike a month later, she’s telling me she about the women wanting to connect in our community. And she is leading our anchored mamas that meet monthly, sometimes every other month. Um, and that’s different opportunities for them to connect at, like, different churches. We’re going to McKenna farms this month, and it’s bringing women from our area around, um, just meeting other women that have already been through what they’re going through. Um, there’s some that, you know, like what I’ve seen. And when I step into this world, because I’m not so much involved in that world, that community, that space. Right? But what I’ve seen is that some of these older mamas are like, we don’t know about this program. Oh, you’ve got to get in touch with so and so. She’s the right person, the right contact at this, you know, this government office to help get your paperwork through so your child can be approved. Your adult child can be approved to have diapers, right? Um, there’s there’s connections that are happening that just desperately need to happen because the weight on these women’s shoulders are so heavy.

Joshua Kornitsky: Sure. And and you’re giving them that venue to connect. Now, if if someone is a special needs mom that that wants to learn more, um, I have to ask the question because I imagine it’s it’s the first question on their mind is you’ve said the organization is is run by volunteers. If if a special needs mom is listening, is there a cost for them to participate?

CoCo Collier: Not at all.

Speaker4: No, that’s I have to.

Joshua Kornitsky: Ask because.

Speaker4: I assume that’s the first.

Joshua Kornitsky: Question that.

Speaker4: Would.

Joshua Kornitsky: Come to mind. And and one would presume that their resources are spread pretty thin. So that’s an amazing thing.

Speaker4: Yeah.

Joshua Kornitsky: Available.

CoCo Collier: It’s it’s what I fight for. It’s what I it’s why I’m doing this. It’s why I spend so much of my time in and around our community and online, on social media is to bring attention to it, because we every single cent that comes to lumen of Hope Foundation is distributed to make these beautiful moments happen. Um, the McKenna farms is that experience. Next week is going to be phenomenal for our mamas because they’re also going. So McKenna farms is this horse farm. Okay. This equestrian place that, um, provides occupational, physical and, uh, physical and one other type of therapy. And so they’re a nonprofit as well. And they’re going to be doing a demonstration. They’re going to have a fire pit. They’re going to have a coffee bar, is going to turn into a s’mores bar for our mamas. And it’s just a time for them to rest and relax, but also connect and learn about this beautiful resource that’s available at McKenna farms. Um, but there’s zero cost for any of our anchored mamas or mamas of a child with special needs to attend if they want to find out more. They should find find me on social media. Find. Follow our website. Um, we have a private Facebook group called Anchored Mamas. And. And if they search in Facebook Anchored Mamas, that will pop up and they just join that group. And that’s how you get all the information of what’s happening, um, all these little connectable moments and resources as well.

Joshua Kornitsky: Thank you for sharing that, because I was going to ask you what’s the best way? And we’re not. We’re not at the point where I’ll get all your your.

Speaker4: Yes, yes.

Joshua Kornitsky: And I’ll ask you about that when, when we’re closer to the end of the interview. But I had a few more questions, if that’s okay. Um, so since you founded the now, did I say it wrong? Is it the Lumina of Hope Foundation?

Speaker4: It is.

Joshua Kornitsky: So I had left Foundation off my. My apologies.

CoCo Collier: No.

Joshua Kornitsky: Since you founded the Lumina of Hope Foundation has the the overall mission in who you serve. Very clear on that. Has it evolved any have you have you seen additional needs that you’ve brought in the the scope?

CoCo Collier: Oh man, that’s a great question. I definitely there’s so many needs out there. That’s the that’s the thing. Um, there are so, so many needs. And um, for the we’ve kind of gone into more of our that the mamas that have a child with special needs are anchored mamas. Right. We’ve kind of gone more heavy into that right now. Um, because there’s no roadmap for them. That’s one thing I’ve seen is there’s no just simple playbook for, oh, my child was diagnosed with XYZ. I just need to do this and I’ll be able to take care of their needs. Like that does not exist. And I see these women just struggle so much with with battles for that. Like I said, the diapers, um, adult diapers is a big need.

Speaker4: Which is something.

Joshua Kornitsky: That someone who’s not in that universe would never occur to them to be a concern one way or the other.

CoCo Collier: Right. And, um, I’ve learned that also some some I’ve learned it so many things by these women. So let me tell you my connection with the special needs community and why that was even something that I sought after. Um, so my mom that that I lost, she worked with adults with special needs because her sister was born with special needs. And her sister, my aunt, never learned to walk. And at age about age 13, they had to move her into a home because my grandmother just was not able to care for her anymore, and she passed in her 30s. And so, um, that is how I am pulled into that world. Um, it’s a way I honor my mom, um, who was so incredible, such a game changer for her community in southern Illinois as a social worker. Um, she fought for the people that couldn’t speak for themselves. And she also did crisis calls every other weekend. She was just an incredible, mighty woman. And it’s the way I honor her. And I honor my aunt is through our anchor mamas. And I try to give them a voice because, um, like I said, even this one lady was telling me about how, you know, just walking in the grocery store and she’s walking with her special needs, um, her daughter that has special needs and the wheelchair. And she just feels so invisible. There’s so many people that feel invisible and unheard. Unseen, and they need someone to fight for them because they’re fighting for their child.

Joshua Kornitsky: And it’s.

CoCo Collier: Hard. They’re exhausted.

Joshua Kornitsky: Right. And it’s hard for them to even envision the additional fight of the bigger picture, because it’s trying to get through the day.

CoCo Collier: Right. And, I mean, I cannot imagine I talked to this one, mom at this, um, dinner the other night. And she’s an older, older woman. Her and her husband are in the process of interviewing possible caretakers for their son. That’s an adult with special needs for when they pass. Like.

Joshua Kornitsky: Wow.

CoCo Collier: We never.

Joshua Kornitsky: Right.

CoCo Collier: Right. So many people don’t even think about that. And can you imagine what that’s like entrusting not I mean, they’re trying not to fight, not to use a facility and to find a caregiver in a home. But think about that game plan and oh my gosh, just so much the legal work behind it.

Joshua Kornitsky: My brain struggles to comprehend that.

CoCo Collier: Right.

Joshua Kornitsky: To have to think about that provision.

CoCo Collier: Yeah. So they have so many needs. And so, um, you know, I’ve, I’ve just started we, we launched, um, on Amazon. We have a lumen of hope kind of wish list and oh, some, some of the items are for our retreats and some of them are for our mamas as well and for the women we serve, because I’m all let me tell you, I, I see, um, I have to turn people away because I just don’t have enough. I don’t have supplies or I’m not able to help them, and I have I don’t turn them away with nothing. I, I try to steer them in the right direction. And here’s another resource that you can reach out to for help. But, um, it’s silly, but there’s just some things that that even the government won’t well, they will pay for. But man, the types of hoops.

Joshua Kornitsky: That these.

CoCo Collier: Ladies have to go.

Joshua Kornitsky: Through. Time for federal funding on anything. Um, and, and how would folks find that Amazon. Is it a wish list?

CoCo Collier: It is. Yes. So if they search Lumina of Hope, um, it should pull up Lumina of Hope Foundation. And it’s a wish list. And. Yeah, it’s on Amazon. Um, and then I know these women, um, you know, they reach out to me. Like I said, I’ve got this little running list going through. And, um, if there’s ever anybody that someone wants to give an item to specifically, directly, they just need to email me. They just need to reach out to us on our through our website and let me know. It’s my responsibility to make that connection happen. So like if they even say, hey, I’ve got a friend who is a mama, um, that desperately needs to go to like our retreat that’s coming up in December. I want to sponsor her. Give me that. So when they make that donation, they can send it anonymously. They can also reach out to the the number that’s on our website or email us on our website and let us know about that, and we will make that happen to make sure that that donation goes directly for that woman to attend that retreat. Right. So, um, we have ways to make it. To make it happen. Just to bless a mama. And that’s what we want to do. We want to spark some hope and give them that rest, connect and thrive. Bring them back home recharged.

Joshua Kornitsky: And for clarity, you are a nonprofit.

CoCo Collier: We are. We are 100% volunteer based nonprofit, 500 1C3.

Joshua Kornitsky: And and the reason that I want to to establish that is that charitable giving to a nonprofit is very different than donating to an organization you support. And as a primary office or our primary audience are business owners. And it’s important that they know that corporate giving is also potentially tax deductible. We’re not tax advisors, so we can’t say for sure. Right. Donating to a 500 1C3 is a legitimate donation. So out of curiosity, because of the reach that we both may have in our connections, Actions. Are there any specific needs that at a high level that that right now you’re trying to satisfy?

CoCo Collier: Um, yes, absolutely. So, um, we and I’ll say this, we did not do a gala this year, um, which is our big fundraiser. All right. Um, because my BP has some health stuff, and, um, was not able to spearhead that. Right. So we’ve got I’ve got a new person that is going to run a gala for us in March. Right? So we have sponsorship opportunities there. All of our retreats have sponsorship opportunities as well, and our community events as well.

Joshua Kornitsky: And so business that works predominantly with women. What a fantastic way to get in front of them.

CoCo Collier: Right. Um, what I’ve. Yeah, what I’ve learned is that there are some great little even like mortgage um, I think mortgages, there’s some special, unique things for, for our women that we serve that are out there for them. Um, and so this is a great opportunity for some of those businesses to sponsor and get y like get their name out there and their face in front of these women. Um, but gosh, we have so many, so many needs. Um, our, our, our biggest is, is to help make these retreats happen to us because it’s not a simple, easy, um, or like a little cabin in the woods, right? Like. No, because I do. I speak all the time about, you know, our, um, you know, I am faith based. I am a believer. And I’m like, our God is a God of abundance. And and I know that, you know, and whoever you believe in, like, like they’re limitless, like we are. We can be blessed like it’s theirs, ours for the taking. And so my, my whole goal is to just love on these women. When they come to our retreats, we spoil them rotten. We take care of their food. It’s all anti-inflammatory. Um, this December retreats all gluten free as well, because most of our, our women have learned that they kind of got to remove the gluten, right? And so, um, we’ve got the right speakers that are coming in to speak and pour life into these women. Um, we’ve got some fun moments happening at this retreat, but the five days, four nights is a necessary thing for these women, because we’ve learned that for so many women the first two days, they’re still trying to shake off life. Um, the stress.

Joshua Kornitsky: We equate it to a vacation from work, where it usually takes a day or two before you’re able to let go. And work is a lot simpler than than letting go of that type of a mental connection. Yes, child.

CoCo Collier: Yeah. And what we saw in the, the February 1st is that on day three, there was something so powerful is that it’s like women’s guards just finally dropped. Right. They started opening up more and more. They started connecting more. They started they looked like completely different women than when they walked through the door. The stress was off of them, you know. And they had hope again. They had hope.

Joshua Kornitsky: How how often are their retreats available?

CoCo Collier: So, uh, so this year.

Joshua Kornitsky: It’s a function of of.

CoCo Collier: Yes.

Joshua Kornitsky: Budget and donations. Uh, yes. You plan to have. Well, you you’ve mentioned both November and December, so I presume those are already planned and going to execute.

CoCo Collier: Yeah. So, um, we are a side note here. So timeline wise, we are still what I feel like is maybe not necessarily a baby nonprofit. We’re kind of in toddler stage. We got our diapers. Right. Um, so we’re about a year and a half in, uh, last year we were able to have two or last year we were able to have two retreats. This year we’ve had this December 1st will be our third one. Um, no, it’ll be our fourth one. Wow. And the December retreat was not necessarily planned. Okay, this is another one for our moms that have a child with special needs. Um, this happened because one of the ladies that attended our February 1st said Coco. Again, different woman, different community, different network. She said people are desperate to to get to experience this, to get away, to have that pause and that reset. Right. If I can help financially make this happen, and we put another retreat on the calendar for December of this year, and I will tell you, I definitely had a little freak out moment because I was like, oh my gosh, that’s a lot. All right. That’s a big that’s a big ask. Um, can we make this happen? Can my volunteers make this happen? Can I make this happen? And I said, if you can help, if you can make the funding happen, I will move mountains for these women. And so that was not planned. But we are doing it in December thanks.

Joshua Kornitsky: To the generosity of of donors. That’s.

CoCo Collier: Yes. And one of the ladies husbands works for Coca-Cola. They have the matching program, which is phenomenal. Big time, big help. And so that was such a blessing. And that retreat is actually an LJ Georgia, so very close by. So if someone a local business is listening to this and wants to sponsor like that sponsorship, you can come up and spend 15 minutes, 20 minutes talking to these mamas in person about why your business would be good for them, right? What you can do to help better their lives and get that face to face contact. Um, that one is actually at a lake, a lake house. There’s a barn next door to it. We’re going to do a country line dancing for our mamas as well. Um, but we’re able to provide for that one as a slightly smaller retreat. It’s going to be 12 women that attend that retreat. So all on scholarship. They’re not paying one single cent. Wow. Um, they are connecting on Facebook through another private Facebook group where they get to start the connection early. They get to figure out carpooling, which is also kind of purposeful because that allows them to kind of forces them to connect before they arrive, because it doesn’t matter what age of any of our women are or how successful I’ve learned any of our women are. But there’s still that fear that unknown of going to a place with a bunch of complete strangers. Right? I’m going to go spend five days with all these strangers. Um, there’s that, those nerves. And so the carpooling helps us kind of get rid of some of those nerves. I want to say, um, but, yeah, that’s. So that’s a that’s our retreat. That’ll be the third one this year. Um, we have next year’s different next year, we have on our calendar a we have our gala that’s going to be March 28th at Holbrook in downtown Acworth. Um, I don’t know if if you’ve ever been to Holbrook.

Joshua Kornitsky: Uh, I’ve certainly seen it. And I’ve met some folks from Holbrook.

CoCo Collier: So it’s an active adult facility upstairs. They have this beautiful, beautiful area, this space. Um, and so that’s where our gala is going to be. We’re going to have two artists that are teen artists that are going to be doing live demonstrations, and that’s going to be auctioned off at the end of the night, which I’m super excited. So I love seeing teenagers like, do what they are passionate about doing, and we have some talent in our area. Um, so that’s happening. And then we have a mission trip that we’re doing in April. Um, it is actually April 6th through the 11th. It’s during the Cob and it’s in Bartow County. What is Woodstock? Is what county is that?

Joshua Kornitsky: Cherokee.

CoCo Collier: It’s Cherokee. Thank you. I couldn’t think of that. Cherokee County. I think that’s during their spring break, and we have a couple spaces left for that. This is our first mission trip to Guatemala. It’s not my first time. It’s actually where my daughter was born, um, 18 years ago. And so, uh, I’ve been back on mission trips to Guatemala many times, and I had a couple women approached me about about this need to go on a mission trip like that. They were feeling they really wanted to go serve. They didn’t necessarily want to do it through like a church organization. They didn’t want to do it with a bunch of men. They didn’t want to go build a house because they were fearful they’d never been on a mission trip before. Um, and I was like, well, why don’t we do it through women of Hope Foundation? She’s like, you can do that. It’s like, I’ll move mountains. I’ll. I will move mountains to serve our women. So we’re going to serve single mamas in this community in Guatemala. Um, we’re flying to Guatemala City, and I’m so excited. We’ve got teen girls that are coming. We’ve got three teenage girls that are attending, um, we’ve got two anchored mamas that are joining us, and we’ve got space available. We’re able to add more to our group. We’re partnering with a team that’s down there living and serving your year long in Guatemala. And so we are able to customize this mission trip. And um, because I know for many it’s their first time on a mission trip, right.

Joshua Kornitsky: So I imagine that’s pretty intimidating, dating.

CoCo Collier: Right. And so I was like, and I said, let’s build this. I partnered with Serpent Life. I said, let’s build it especially for our teen girls. I want to plant that seed of of serving these other communities that, you know, are in a different world than we are in. Right? Um, their needs are different than our needs. And so we are building that. We’re going to we they have these water filtration kits that we can put together at the location we’re staying at, and then we’ll go put them into their homes. Um, their homes, you know, are basically a shack, a hut on a dirt floor. But we’re able to provide them some clean water, which is great. We wanted to do that. Um, we’re going to have some activities there for the kids to, to bring them in. We’re going to feed them, love on them, do some artwork with them, do some sports and, um, just share about what we’re doing. I love I mean, just show them some love and support. Like, who doesn’t need that, right.

Joshua Kornitsky: Absolutely. So I have one last big question. Yes. Last big question is where do you hope to bring the Lumina of Hope Foundation? What’s what’s your big goal if if there’s obviously you’re serving a diverse community of women with diverse, uh, let’s just say spectrum of needs. Um, but if if you had one big goal for the organization, what would that be? Where do you want to grow this to?

CoCo Collier: Yes. Um, that’s a great question, Josh. I would love to grow this globally, I really would, I would love to.

Joshua Kornitsky: Small aspiration. Nothing about this conversation’s been small, so.

CoCo Collier: Well, and that’s the problem with thinking without limits.

Joshua Kornitsky: Well, or that’s the benefit which which I’m all about the reframe, right? Everything you, uh, leads me to believe that that will likely be the case one day. I don’t know why I even said likely it will be the case one day.

CoCo Collier: Right? I feel like I have been I popped so many fear bubbles at this time. You know, these things that used to stop me. They used to prevent me from speaking up. They used to prevent me from doing so many things, let me tell you, because I used to have a speech problem like that’s just one of them, right? And now I do public speaking, right? Like what the what? Who who would have ever dreamt that that this girl Coco would be doing that right? Um, but I’ve popped so many of them that it does not scare me anymore. Because I know this. I know, like, just like before you go to work out in the gym, right. If, let’s say that you’ve been, um, someone that the one of those people that just hate exercise, right? And you’re always stressed. You’re like, oh, I know I need to go to the gym. There’s always that little mental battle, right? That that it’s like, oh, you know, let’s just put it off one more day. You can go, you can go to the gym or, you know, there’s something in the universe that sometimes wants to battle it out with you because the, you know, because for whatever reason, there’s something amazing.

CoCo Collier: Once you do it, once you get there, once you go through it. And at the end of that exercise, you feel incredible, right? And so I have learned that by popping through and pushing through these fear bubbles, there is something so beautiful at the other end of it, the other side of it. And they don’t scare me anymore. So yeah, I do want to go global. Yes, I do want to bring hope globally. And yes, I do want to, um, I want to just shine some light on these these women that feel completely invisible. And I’m fighting for them because they don’t have a voice. So I don’t get to be meek and I don’t get to shy away. I don’t get to, um, go curl up in a fetal position in the corner and suck my thumb anymore because I went to hell and back for a reason, and I’m fighting for these women.

Joshua Kornitsky: It sounds to me like there’s a growing voice and I’m talking with her right now. Um, Coco, what’s the best way if if you want to participate, if you want to donate, if you want to just learn, or what’s the best way for someone to get in touch with you?

CoCo Collier: The best way is going to our website, Lumina ofhope. Com. Um, you. Yeah. Lumina ofhope. Com. You will find out who we are, who we serve, what we’re doing. Um, how to volunteer, how to sponsor. Um, the other best way, because I do a lot of things on my private, personal social media pages is finding me CoCo Collier. It’s just c o c o c o l l I e r um, and I you get to see a lot of behind the scenes on our journey as well. But there’s a lot of things that I do in our community to shine light on them and the, the businesses around us as well. And so, um, find me there and you will find everything.

Joshua Kornitsky: Well, and we will also when we publish, we share all of those links as well. Um, I cannot thank you enough for what has been, uh, not to, to use the pun, but what has been, uh, an illuminating time.

CoCo Collier: Oh, okay.

Joshua Kornitsky: My guest today has been the absolutely incredible CoCo Collier. She is the founder of the Lumina of Hope Foundation, a nonprofit dedicated to creating meaningful experiences and support for women and mothers of children with special needs through experiences, retreats, mission work, and community programs. Lumina of Hope helps women step outside their comfort zone and find renewed purpose. Coco’s work blends courage, compassion, and connection, empowering women to heal, grow, and rediscover their strength. I can’t thank you enough for the incredible time we’ve spent together. Coco.

CoCo Collier: Uh, thank you so much. I appreciate this opportunity to shine a little light on our little baby nonprofit. So thank you.

Joshua Kornitsky: I’m honored we can do to help. We’ll be happy to help. Thank you. Uh, I’d like to just remind everyone that today’s episode is brought to you in part by our community partner program, the Business RadioX Main Street Warriors defending capitalism, promoting small business, and supporting our local community. For more information, go to Main Street Warriors. Org and a special note of thanks to our title sponsor of the Cherokee chapter of Main Street Warriors. Diesel. David. Ink. Please go check them out at diesel. David comm. My name is Joshua Kornitsky. I am a professional implementer of the entrepreneurial operating system and I am your host here on Cherokee Business Radio. We’ll see you next time.

 

Tagged With: Lumina of Hope

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