Anthony Chen Archives - Page 8 of 13

Jane Gentry, Jane Gentry & Company, and Robert Stephens, CFO Navigator

December 16, 2022 by John Ray

Robert Stephens, CFO Navigator and Jane Gentry, Jane Gentry Company & Associates

Family Business Radio

Jane Gentry, Jane Gentry & Company, and Robert Stephens, CFO Navigator

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Jane Gentry, Jane Gentry & Company, and Robert Stephens, CFO Navigator (Family Business Radio, Episode 39)

On this edition of Family Business Radio, host Anthony Chen welcomed two highly regarded business advisors to the studio. Jane Gentry discussed the three biggest mistakes she sees in the companies she consults with, issues in moving a family business into the next generation of leadership, and more. Robert Stephens shared how he works with companies as a fractional CFO, dealing with recent changes in interest rates and higher inflation, and more. Anthony closed the show with a commentary on how effective financial planning comes from a team of professionals, each of which share their own expertise.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Jane Gentry & Company

Many companies have seen success from their tried-and-true approach to understanding your business and identifying obstacles, ultimately providing an action plan for your business growth. Whether your organizational gaps are in leadership development, sales or profitability, our goal is to provide leaders with a manageable and tailored action plan.

Website | LinkedIn | Facebook

Jane Gentry, CEO, Jane Gentry & Company

Jane Gentry has had a successful 30-year career as a CEO, Business Consultant, Executive Coach, Sales Manager, and Keynoter. In 1999, Jane formed her practice where she has partnered with her clients to improve growth, profitability, client retention, employee retention and leadership capabilities.

Jane helps entrepreneurs and senior leaders diagnose and solve gaps and weaknesses enabling profitable growth and improving sales velocity. Even HR leaders bring her in to coach managers on inspirational leadership and using Relational Intelligence to build high-functioning cross generational teams and improve employee engagement.

The world’s most successful organizations have brought Jane on board, including Assurant, The Home Depot, Milliken, Philips, Coca-Cola, Leidos Healthcare, Stryker, GSK, Transamerica, BlueCross Blue Shield and Mercedes-Benz.

Jane is considered one of the top voices in leadership and sales. She has been a guest on numerous podcasts and is a prolific speaker at high-profile meetings from Canada to the Czech Republic. She has been tapped to address topics including “Selling Value” to “Social Intelligence and Your Millennial Sellers” and “Inspirational Leadership”. Audiences and clients have described her as a woman with a vision, energetic and inspiring.

Jane holds a BFA/MFA from Kent State University/ The University of Pittsburgh. She also holds a CPI (Certified Professional Innovator) distinction from GA State University. Earlier in her career she was a professional stage actress. Jane lives in Atlanta, GA.

CFO Navigator

Taking your business to the next level requires moving beyond bookkeeping and simply counting to using your numbers to actively navigate your business.

CFO Navigator guides organizations that are not ready for a full-time financial professional, but need more strategic insight. CFO Navigator offers a powerful combination of financial insight and business foresight that simplify the numbers, clarify what is important and communicate – in plain English – which ones to watch to navigate the business and make better decisions.

CFO Navigator focuses on helping companies that have outgrown their current financial capabilities and are ready to use their numbers to navigate the business and not just keep score.

CFO Navigator designs and builds scalable financial capabilities, knows the numbers inside and out, provides confidence that they are right, interprets what they mean, and communicates what’s important; and when the time comes, will turn over the helm to a full-time CFO.

CFO Navigator offers business owners an expert sounding board with an experienced outside perspective for assessing business opportunities and obstacles.

Company website | Facebook | Twitter

Robert Stephens, Managing Partner, CFO Navigator

Robert Stephens is managing partner of CFO Navigator. As a fractional Chief Financial Officer, Robert fills a critical gap for growing privately held businesses and non-profit organizations that do not have the budget or need for a full-time CFO. Having advised over 75+ organizations during his 30+ year career, Robert strives to bring “Wall Street” worthy financial expertise to local “Main Street” companies by turning his financial insight into their business foresight.

In addition to his professional roles, Robert is active in the philanthropic and business community, currently serving on the Chattahoochee Tech Foundation Board of Advisors. He has previously served as Board Chairman of the Boys & Girls Club of Paulding and the North Paulding Band Foundation. Other board service includes the Kennesaw State University Entrepreneurship Center, and Starfish Greathearts Foundation (USA).

Robert earned his BSBA in Accounting from the University of Southern Mississippi, is a member of Vistage International, Leadership Cobb, and the Georgia Society of CPAs. He has two adult sons and resides with his wife in north metro Atlanta.

Anthony Chen, Host of Family Business Radio

**Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at 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 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.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Find the Right Conductor for Your Financial Train, with Anthony Chen, Host of Family Business Radio

November 29, 2022 by John Ray

Find the Right Financial Train Conductor

Family Business Radio

Find the Right Conductor for Your Financial Train, with Anthony Chen, Host of Family Business Radio

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Find the Right Conductor for Your Financial Train, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended finding the right “train conductor” to get you on the right financial path.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

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.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions

November 15, 2022 by John Ray

Family Business Radio

Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions

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Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions (Family Business Radio, Episode 38)

On this edition of Family Business Radio, host Anthony Chen welcomed four accomplished business leaders to the studio. Julie Keyes, KeyeStrategies, discussed how her own business transitions help her counsel business owners on their own exits. Thomas Hamm, SMASH Wellness, discussed his executive wellness coaching practice, while Jennifer Montellanico of Insperity shared the payroll and benefit services her firm offers. Finally, Dan Mahony discussed his work as a fractional sales executive and how he addresses the sales problems his clients face.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

KeyeStrategies, LLC

KeyeStrategies is an advisory firm for entrepreneurs looking to grow and improve their business, while also providing Exit Planning and Transition services for companies between $5-30M in annual revenue. The firm’s mission is to help business owners increase enterprise value and prepare the owner and the business for a future exit. Our tagline says it all… “Build enterprise value today, so you can exit on your own terms tomorrow”.

Website | LinkedIn | Facebook | Twitter

Julie Keyes, Founder/President, KeyeStrategies, LLC

Julie Keyes is a Certified Exit Planning Advisor (CEPA) the founder of KeyeStrategies, LLC in Minneapolis, MN specializing in exit and transition consulting for owners of lower and middle market companies. Julie has been an entrepreneur most of her life. As the founder and operator of several companies, she understands what keeps owners up at night.

She works with business owners who seek to understand and maximize their exit and critical transition options. She is actively involved with the Exit Planning Institute, as a faculty member and regular content contributor, and winner of EPI’s “Thought Leader of Year” in 2017 and 2022.

She is also on faculty for Hoopis Performance Network and a Speaker Network member. Her speaking engagements for the financial services and entrepreneurial organizations have included NAIFA, WIFS, FPA, NAWBO, Merrill, UBS, LIMRA, Lincoln Financial Services, Principal Financial Group and Frost Bank.

Julie recently released the 2nd Edition of “Poised for Exit” a book which helps owners of privately held companies navigate the process of business exit. Her weekly podcast, also called “Poised for Exit”, provides content relevant to business owners and advisors alike, and can be found on all major podcast platforms.

She also produced an online course specifically to help advisers educate their clients and prospects on the process of Exit Planning called “Business Transition Readiness: An Owner’s Guide to the Process”.

On a personal note, Julie and her husband Shaun have 8 children and 10 grandchildren, so when she’s not working, she’s spending time with them doing something fun, active, and outdoors.

SMASH Wellness

SMASH Wellness is a world-class wellness concierge service that will customize and entire team of professionals to optimize your human experience. They are your fitness gps to not only achieve your goals but, to surpass them by creating an environment to be your best version of yourself. They are a fine dining white linen event within wellness. Their services are In-Person and Virtual and can be taken anywhere, anytime and as much as you would like.

When you come to SMASH Wellness you are not a number, you will not get lost and you matter!

Website | LinkedIn | Facebook | Instagram

Thomas Hamm, Founder and CEO, SMASH Wellness

Thomas Hamm is CEO, the evangelist at the helm, and after 20 years in the business, he still loves to drive personal success. He is an enthusiastic motivator, trained chef, and carries numerous certifications relative to fitness and nutrition. He is energetic, easy to work with, and fun to be around.

Thomas comes to the table with world-class expertise. He has studied, traveled, and worked with clients in beautiful cities around the globe: Napa Valley, Sydney, Charleston, Miami, San Fransisco, Vail, New York, Luzern and Zurich, Atlanta, Strasbourg, Santorini, Athens, Rome, Milan, Florence, Venice, Oxford, Bath, Lake District-UK, London.

Insperity

We work with small to mid sized businesses in the greater Atlanta area to help them improve efficiencies, reduce risk, and contain cost on all areas surrounding their people. At Insperity, we will match you with a package of HR solutions that truly fits your business. You’ll get access to better benefits, time-saving technology and the first-class service you deserve – complete with dedicated support.

Website | LinkedIn | Facebook | Twitter

Jennifer Montellanico, Business Performance Advisor, Insperity

A seasoned sales & sales leader with 20 years of experience, she has worked with every business industry, preferring to work with Small / Medium businesses to see the true impact. Born and raised in Atlanta, she is a true community advocate working with multiple NFP organizations and currently serving on the board of Cool Girls, Inc – Dedicated to the self empowerment of at-risk girls in Atlanta.

Transcendent Sales Solutions, LLC

Transcendent Sales Solutions is focused on empowering companies with tactical sales strategies to accelerate revenue growth. Dan is an agile, results-oriented, and charismatic leader with a proven track record of turning underperforming sales organizations into revenue producing market leaders. He has a unique ability to create sales messaging and processes that increase revenue, decrease headaches, and provide order and definition in place of chaos and confusion.

Website | Facebook | Instagram

Dan Mahony, President & Founder, Transcendent Sales Solutions, LLC

Dan Mahony is the President of Transcendent Sales Solution, a company that helps and empowers small to mid-sized businesses in turning underperforming sales teams into revenue-producing market leaders. Transcendent Sales Solutions takes a proven results-oriented strategic and tactical approach by developing successful sales plans, building a strict sales approach, and aligning sales teams that will help a business marketing operation run effectively. Dan has a unique ability to create sales messaging and processes that increase revenue, decrease headaches, and provide order and definition in place of chaos and confusion.

Anthony Chen, Host of Family Business Radio

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Have a North Star Guiding Your Path, with Anthony Chen, Host of Family Business Radio

October 31, 2022 by John Ray

Family Business Radio

Have a North Star Guiding Your Path, with Anthony Chen, Host of Family Business Radio

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Have a North Star Guiding Your Path, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen recommended having a goal or a number as a “north star” to guide your financial planning.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

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.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Sarah-Anne Wildgoose, SAW Design Studio, Richard Rimer, Initiating Protection, and Scott Whitten, Proforma OnePoint

October 21, 2022 by John Ray

Family Business Radio

Sarah-Anne Wildgoose, SAW Design Studio, Richard Rimer, Initiating Protection, and Scott Whitten, Proforma OnePoint

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Sarah-Anne Wildgoose, SAW Design Studio, Richard Rimer, Initiating Protection, and Scott Whitten, Proforma OnePoint (Family Business Radio, Episode 37)

Branding was an overarching theme in this edition of Family Business Radio, as business leaders Sarah-Anne Wildgoose, Richard Rimer, and Scott Whitten joined host Anthony Chen. Sarah-Anne discussed how she helps her clients tell stories through compelling graphic design. Richard Rimer discussed how he works with business owners to safeguard their branding through trademark protection. Scott Whitten shared how his firm solves brand marketing needs with branded merchandise, printing, apparel, and more.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

SAW Design Studio, LLC

Visual Storytellers designing “Custom Graphics and Imagery” for digital and print media. Partnering with businesses to understand goals, and budgets. Blending Marketing Research, Branding, and Strategic Targeting ensure clients are reaching their customers. Specializing in logos, brochures, infographics, postcards, packaging, tradeshows, newsletters, e-books, sales playbooks including PowerPoint. Full campaigns provide clients with maximum exposure positioning them for a ROI. We focus on building client relationships to understand their mission, vision, and value, so custom designs reflect the business communicating their message clearly, concisely and consistently.

Website | Instagram

Sarah-Anne Wildgoose, Owner & Head Designer, SAW Design Studio, LLC

After completing her Bachelor of Science in Industrial Design from the University of Cincinnati, Sarah-Anne started her design career in the medical field with Johnson & Johnson. After moving to New England, she worked for Tupperware and Johnson & Johnson Orthopaedic earning two patents for her surgical instrumentation designs.

For 10 years she ran her Design Firm creating work for companies that included Schick, Georgia Pacific, and many others. This consulting business led her to step into the Manager of Marketing position for the Kochek Company designing for print, and digital assets improving their Brand recognition in their industry.

She started teaching in the Industrial Design department at the Rhode Island School of Design in 1998. Classes have included a diverse combination of studios and presentation courses blending her passion for design and industry knowledge. She focuses on Design Thinking and the utilization of best design practices.

As Digital Arts Department Head at Pomfret School in Pomfret, CT, she developed a course series of making and technological skills encouraging students to discover their passion for exploring, creating, and designing. She taught in the Digital Modeling and Fabrication Department at IYRS School of Technology & Trades instructing Design Principles, CAD software, 3D printing, and laser cutting.

Moving to the Atlanta area 2 years ago she relaunched her Graphic Design, Branding, and Marketing business, SAW Design Studio, offering custom design solutions for digital and print media positioning clients for growth through increased market share.

Initiating Protection

Initiating Protection provides brand protection services to businesses of all sizes, and during all portions of a brand’s life cycle. They accomplish this by creating a personal connection with clients, using both modern software and old-fashioned relationships. Initiating Protection recognizes that each brand is unique, as are the needs of each brand owner.

They do not offer a “one size fits all” plan. Instead, they begin every relationship with a free 30-minute consultation to understand the pain-points and goals of the client. At the end of the meeting, they can present customized options along with pricing for those options.

One unique product offered by Initiating Protection is its Brand Health Assessment. This product allows businesses to understand three crucial things about their brands: how much risk does their brand pose to their business; how strong are the company’s rights in their brand; and what steps could the company take to enhance its rights in the brand. In summary, this assessment highlights the risks and opportunities associated with their brand, and Initiating Protection is currently charging only $275 to help small businesses get this important information.

Company website | LinkedIn

Richard Rimer, Managing Partner, Initiating Protection

Richard is a husband and father of four daughters. He also lives with his two female dogs and his mother-in-law. Yes, he is used to being outnumbered. Think of Richard next time you need hair braided or a good dad joke. Richard is a proud alum of the University of Georgia. The Bulldogs are his second favorite team, only behind the Braves. Yes, it’s been a good 12 months for him.

Richard loves solving puzzles and helping people through challenging situations. These two passions helped him coach over 30 girls’ soccer teams and serve him well in his role as brand counsel.

Richard helps businesses protect their brands. He has a broad-based IP practice that includes consultation, implementation and strategic planning for domestic and international trademark and domain name registration and enforcement. Richard regularly assists clients with trademark clearance, investigation, and enforcement of branding rights, gaining rights before both the US Patent and Trademark Office, defending rights before the Trademark Trials and Appeal Board, and general problem-solving for advertising, copyright, branding and trademark issues. Additionally, he has advised clients in the preparation and implementation of trademark manuals, licenses, purchase and sale of intellectual properties, internal processes for the capture and creation of IP rights, and intracompany agreements.

Proforma OnePoint

Proforma OnePoint is based out of Marietta, Georgia, and is a part of Proforma, a leader in the Printing and Promotional Products Industry. Proforma is a $550 million dollar global marketing solutions provider and an award-winning industry leader since 1978 with more than 750 member offices and 50,000 clients worldwide. Proforma partners with an extensive network of Print, Promotional and Apparel manufacturers and suppliers, which creates buying power that’s second to none, making them the One Source for all your brand marketing and graphic communications needs.

Proforma OnePoint has assembled a complete offering of services and products to handle all of your business needs. They are your one point of access to the top marketing solutions, products, innovators and manufacturers across the country and globally. Imagine how many solutions and ideas you will have at your disposal. No matter the project or the budget, they are your full-service marketing products resource.

Proforma OnePoint applies creativity and innovation to your business challenges, from the development of brochures and promotional items to the execution of marketing campaigns and eCommerce solutions, making them the One Source for all your brand marketing and graphic communications needs.

Company website | LinkedIn | Facebook

Scott Whitten, CEO, Proforma OnePoint

Scott Whitten helps businesses put their brand and message into the daily lives of their customers through Graphic Design, Printed Materials, Signage, Promotional Items, Uniforms, Apparel and Online Corporate stores.

OnePoint simplifies the purchasing of these products and services by offering a “one point” of contact to create, produce, and execute endless possibilities for customers to engage with your brand. Clients save time and money not having to manage multiple vendors and get the most competitive prices in the industry with our $500 million buying power of the Proforma network we are part of.

With over 25 years in design, print, and branded products, Scott welcomes the opportunity to share ideas and solutions with you.

Anthony Chen, Host of Family Business Radio

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Have an Exit Plan, with Anthony Chen, Host of Family Business Radio

October 3, 2022 by John Ray

Family Business Radio

Have an Exit Plan, with Anthony Chen, Host of Family Business Radio

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Have an Exit Plan, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed the value of having an exit plan and being aware of what your true goals are.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

family owned craft breweries — **Anthony Chen**

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.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Elizabeth and Stephen Lewis, Stephen R Lewis Attorneys at Law, Sonja Gunter, Senior911, Tara Winslow, Winslow Real Estate Professionals, and Anne Mullenax, Doodle Pies

September 16, 2022 by John Ray

Family Business Radio

Elizabeth and Stephen Lewis, Stephen R Lewis Attorneys at Law, Sonja Gunter, Senior911, Tara Winslow, Winslow Real Estate Professionals, and Anne Mullenax, Doodle Pies

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Elizabeth and Stephen Lewis, Stephen R. Lewis Attorneys at Law, Sonja Gunter, Senior911, Tara Winslow, Winslow Real Estate Professionals, and Anne Mullenax, Doodle Pies (Family Business Radio, Episode 36)

On this episode of Family Business Radio, host Anthony Chen filled the studio with accomplished business owners. Elizabeth and Stephen Lewis discussed their real estate and estate planning law practice and how they work together as a married couple. Sonja Gunter shared the story of how her passion for those who struggle with dementia informs her business, Senior911. Tara Winslow related how a corporate career she found unfulfilling led to a real estate practice in which she revels in serving people. Finally, Anne Mullenax discussed how she and her husband conceived the idea of their recently opened business, Doodle Pies.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Elizabeth and Stephen Lewis, Stephen R. Lewis Attorneys at Law

Stephen R. Lewis, Attorneys at Law is a real estate and estate planning firm with offices in Suwanee and Lawrenceville. Partners Steve Lewis and Elizabeth Lewis, each have over 20 years of real estate and estate planning experience.

Elizabeth graduated from the University of Georgia School of Law in 1999 and has been a real estate and estate planning attorney since then. She opened Elizabeth A Lewis, LLC in 2004 which later became Stephen R. Lewis, Attorneys at Law.

You can reach them at 770.605.9809 or by email.

Senior911

Answering the urgent call for families faced with the challenge of caring for a loved one at home is what we’re all about at Senior911. As your premier source for compassionate senior home care servicing Gwinnett, North Fulton, Dekalb, Forsyth, and Oconee, GA, we are a nurse-owned and -operated private-duty home care provider licensed in Alabama, Georgia, and Missouri. Whether your loved one needs assistance with meal preparation, medication reminders, concierge service, or skilled nursing services, we have you covered.

With 19 years of experience, our staff is dementia-certified and takes a holistic approach to every service. All of our clients are treated with dignity, kindness, and respect. Contact us today for peace of mind that your loved one is safe and cared for in their home!

Website | Facebook

Sonja Gunter, CEO/Nurse Administrator, Senior911

Sonja Gunter is a veteran nurse, dementia expert, and the owner of 3 Senior Industry related companies. Senior911, Angel911 Inc, and Dementia911. Sonja seeks to serve seniors in their home with private duty home care via Senior911, educate and train staff with Dementia911 and give back to families by providing financial resources through Angel911 Inc.

When Sonja is not helping seniors and studying to stay on top of the latest dementia trends and information, she is a wife, mother, and grandmother of five.

Tara Winslow, Realtor & Business Owner, Winslow Real Estate Professionals

Prior to following her passion in residential real estate, Tara spent twelve years in corporate America as a top Sales Executive at several Fortune 500 companies including The Coca-Cola Company, AT&T Business and PGi (formerly Premiere Global Services). In her last position at PGi, selling SAAS (software as a service) technology, she finished 2011 as the #1 Sales Executive across the company in sales production.

As a native Atlantan, she has vast insight in the Atlanta Real Estate Market. Tara resides at Keller Williams Realty Peachtree Road office in Brookhaven. She loves being a business owner which allows her to help make decisions important to her clients. Tara is passionate about helping her clients build wealth through real estate. She is committed to her clients, values long-term relationships and strives to exceed expectations. She has a deep understanding of the real estate process and knows what it takes to get her clients into the home of their dreams. Tara takes pride in her business and earns the trust of her clients who call on her for advice.

Winslow Real Estate Professionals has held its license at Keller Williams Realty Peachtree Road in Brookhaven for over 9 years where the office sells over $1 billion in real estate every year across Metro Atlanta.

Company website | LinkedIn

Doodle Pies

Doodle Pies is a new concept pie shop where personal-sized savory and sweet options are available ready-made and made to order. Cooking is rapid and flavors are customizable. Doodle Pies offers a nice fast casual dining experience where one is able to dine in or order to-go. There is a selection of cold and hot sweet pies along with a savory Chicken Pot Pie and customizable quiche made to order. Cook times vary from four to six minutes. Local coffee is also an offering at Doodle Pies.

Company website | Facebook | Instagram | Twitter

Anne Mullenax, Co-Owner, Doodle Pies

Anne Mullenax is one of the owners of Doodle Pies, along with her husband Eric Mullenax. As owner, many hats have to be worn. The roles have naturally split between the husband and wife team. Anne is the marketing and sales of Doodle Pies along with manager and pie maker. Previously she had ran a smaller business, Kiree Soaps where she was soap maker and seller at craft shows in and around the Atlanta area.

Her most prized experience is as mom to her two children Isaiah and Ruby.

Anthony Chen, Host of Family Business Radio

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

LIVE from the GNFCC Grand Opening Celebration: Jerry Orlans, BIS Benefits, and Anthony Chen, Lighthouse Financial

September 12, 2022 by John Ray

North Fulton Business Radio

LIVE from the GNFCC Grand Opening Celebration: Jerry Orlans, BIS Benefits, and Anthony Chen, Lighthouse Financial

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LIVE from the GNFCC Grand Opening Celebration: Jerry Orlans, BIS Benefits, and Anthony Chen, Lighthouse Financial (North Fulton Business Radio, Episode 516)

Two Greater North Fulton Chamber Diplomats, Jerry Orlans of BIS Benefits and Anthony Chen of Lighthouse Financial, sat down with host John Ray LIVE at the Grand Opening Celebration of GNFCC’s new offices at Avalon. Jerry and Anthony discussed their respective businesses, the work they do as Diplomats to orient new Chamber members, and more.

This show was originally broadcast live from the Grand Opening celebration and ribbon cutting of the new offices of the Greater North Fulton Chamber of Commerce at the 10000 Building at Avalon in Alpharetta, Georgia, on August 18, 2022.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

BIS Benefits

Employee benefits and insurance for your business or non-profit organization can be a maze—especially with healthcare reform and compliance. You need a trusted advisor.

One with the experience and knowledge to structure a strategic insurance and employee benefit plan that’s cost-effective yet works to keep your employees healthy, productive and satisfied. Instead of cookie-cutter offerings, you want customized options. A team of benefits experts providing the latest technology solutions to help you save time and increase communication with your employees. Your search has led you to the right place: BIS Benefits.

Company website

Jerry Orlans, Consultant, BIS Benefits

Jerry is President of RBC Benefits, Inc., and a recognized expert in employee benefits administration for small to mid-sized companies. He has over 35 years of industry experience and attributes his continued success to placing his clients’ needs first and foremost.

In 2013 Jerry connected with Ray Bachman and BIS Benefits, Inc., in a strategic partnership for the benefit of their clients. Jerry is now a consultant working with BIS Benefits. Jerry and Ray offer almost 80 years of combined experience in the Employee Benefits arena.

Prior to starting RBC Benefits, Inc., he served as Regional Director for a National Brokerage and Consulting firm and as a Regional Sales Manager for two major national insurance companies. He has supported small, medium and large employers by consulting in all areas of employee benefits. His expertise covers health care, including self-funded health plans, dental and vision benefits, long-and-short term disability and 401(k) retirement and profit sharing plans.

Jerry is currently serving his fifth term as an elected City Councilman in Roswell, Georgia. He served nine years on the Board of Directors of North Fulton Regional Hospital and rotated off in January of 2011. He has previously served on the Boards of North Fulton Community Foundation, the Rotary Club of Roswell, and the North Fulton YMCA. He is a member of the National Association of Health Underwriters and keeps abreast of legislative issues impacting his clients. Additionally, he is actively involved in the North Fulton Chamber of Commerce and the Roswell Rotary Club. In recognition of his leadership in the community, he was invited by the Atlanta Regional Commission to participate in the Regional Leadership program in 1997.

Jerry graduated from Wayne State University in Detroit, Michigan with a degree in Finance. He obtained the designation of FLMI (Fellow Life Management Institute) from LOMA. LOMA (Life Office Management Association) has set the standard in Insurance education for over 70 years.

Lighthouse Financial Network

Lighthouse Financial Network is affiliated with Royal Alliance Associates, Inc. member FINRA/SIPC. The firm is located in Melville, NY and has an additional 14 affiliated offices located throughout the nation. They provide financial guidance to clients across the country, each with unique financial needs.

Lighthouse is comprised of a dedicated group of professionals, with high core values and extensive experience in finance, insurance, and money management. Many of its advisors have attained advanced degrees and professional designations to enhance their ability to best represent you to make certain that they meet your needs effectively. Their advisors are responsible for understanding your financial picture, applying a comprehensive strategy, and providing the appropriate resources to help meet your goals and objectives.

Company website | LinkedIn

Anthony Chen, Investment Advisor Representative, Lighthouse Financial Network, and Host of Family Business Radio

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 is also the host of Family Business Radio. His show features family business owners and the advisors who assist them in their journey. The show archive can be found here.

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.

Questions and Topics in the Interview:

Jerry’s work at BIS Benefits
Anthony Chen’s work as a Financial Advisor
GNFCC Chamber Diplomats

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

What Is the Purpose of Your Money? – Anthony Chen, Host of Family Business Radio

August 29, 2022 by John Ray

Family Business Radio

What Is the Purpose of Your Money? - Anthony Chen, Host of Family Business Radio

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What Is the Purpose of Your Money – Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen reflected on the purpose of one’s investments and money. He pointed out that while financial security is a vital objective, it is also important to use money to create experiences with loved ones.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

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.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Jane Gentry, Jane Gentry & Company, and Robert Stephens, CFO Navigator (Family Business Radio, Episode 39)

Jane Gentry & Company

Jane Gentry, CEO, Jane Gentry & Company

CFO Navigator

Robert Stephens, Managing Partner, CFO Navigator

Anthony Chen, Host of Family Business Radio

Find the Right Conductor for Your Financial Train, with Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Julie Keyes, KeyeStrategies, LLC, Thomas Hamm, SMASH Wellness, Jennifer Montellanico, Insperity, and Dan Mahony, Transcendent Sales Solutions (Family Business Radio, Episode 38)

KeyeStrategies, LLC

Julie Keyes, Founder/President, KeyeStrategies, LLC

SMASH Wellness

Thomas Hamm, Founder and CEO, SMASH Wellness

Insperity

Jennifer Montellanico, Business Performance Advisor, Insperity

Transcendent Sales Solutions, LLC

Dan Mahony, President & Founder, Transcendent Sales Solutions, LLC

Anthony Chen, Host of Family Business Radio

Have a North Star Guiding Your Path, with Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Sarah-Anne Wildgoose, SAW Design Studio, Richard Rimer, Initiating Protection, and Scott Whitten, Proforma OnePoint (Family Business Radio, Episode 37)

SAW Design Studio, LLC

Sarah-Anne Wildgoose, Owner & Head Designer, SAW Design Studio, LLC

Initiating Protection

Richard Rimer, Managing Partner, Initiating Protection

Proforma OnePoint

Scott Whitten, CEO, Proforma OnePoint

Anthony Chen, Host of Family Business Radio

Have an Exit Plan, with Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

Elizabeth and Stephen Lewis, Stephen R. Lewis Attorneys at Law, Sonja Gunter, Senior911, Tara Winslow, Winslow Real Estate Professionals, and Anne Mullenax, Doodle Pies (Family Business Radio, Episode 36)

Elizabeth and Stephen Lewis, Stephen R. Lewis Attorneys at Law

Senior911

Sonja Gunter, CEO/Nurse Administrator, Senior911

Tara Winslow, Realtor & Business Owner, Winslow Real Estate Professionals

Doodle Pies

Anne Mullenax, Co-Owner, Doodle Pies

Anthony Chen, Host of Family Business Radio

LIVE from the GNFCC Grand Opening Celebration: Jerry Orlans, BIS Benefits, and Anthony Chen, Lighthouse Financial (North Fulton Business Radio, Episode 516)

BIS Benefits

Jerry Orlans, Consultant, BIS Benefits

Lighthouse Financial Network

Anthony Chen, Investment Advisor Representative, Lighthouse Financial Network, and Host of Family Business Radio

Questions and Topics in the Interview:

What Is the Purpose of Your Money – Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

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