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Don Ross and Tara Gilbert-Ross, The Boujee Southerner Experience, and Samantha McElhaney, SouthState Bank

August 12, 2022 by John Ray

Samantha McElhaney
Family Business Radio
Don Ross and Tara Gilbert-Ross, The Boujee Southerner Experience, and Samantha McElhaney, SouthState Bank
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The Boujee Southerner

Don Ross and Tara Gilbert-Ross, The Boujee Southerner Experience, and Samantha McElhaney, SouthState Bank (Family Business Radio, Episode 35)

Host Anthony Chen profiled Don Ross and Tara Gilbert-Ross, The Boujee Southerner Experience, and banker Samantha McElhaney, SouthState Bank, on this edition of “Family Business Radio.” Don and Tara discussed their journey as entrepreneurs, their military service, how they work together as business owners and a married couple, and their plans for The Boujee Southerner Experience. Sam McElhaney shared how she works not only to give the best banking and financial advice and service for her clients but connects them in ways which help their business. Anthony closed the show will a commentary on using money to fulfill life’s purpose.

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

The Boujee Southerner Experience

The Boujee Southerner Restaurant, and Selfie Museum (AKA) “The Boujee Southerner Experience” was created to educate and celebrate African American contributions to Southern cooking and healthy living. The business seeks to serve plant-based replicas to popular Southern soul food dishes in an African American culturally inspired space that promotes pride and self-love.

The boutique section of the restaurant seeks to provide a shared retail space for minority businesses looking to gain more exposure. The Selfie Museum is dedicated to “Mental Health Awareness”, focusing on those who are learning to love themselves.

Website | Facebook | Instagram

Don Ross, Co-Owner, and Tara Gilbert-Ross, Co-Owner and Lead Chef, The Boujee Southerner Experience

Don Ross, Co-Owner, and Tara Gilbert-Ross, Co-Owner and Lead Chef, The Boujee Southerner Experience

Donald and Tara Ross are a happily married couple originally from Chicago, IL. Parents of 7 children (2 boys and 5 girls), grandparents to 6 grandchildren, and 1 grand puppy. The retired military couple has dedicated their lives to service of God, country, family and community. 2 1/2 years ago Tara had a mental breakdown that led to her leaving the workforce and losing own identity and purpose. Donald worked to provide for the family while caring for Tara.

In September 2020, Tara and Don became grandparents to premature identical twins who were diagnosed with achondroplasia. Inspired by the twin’s tenacity and courage, Tara and Don wanted to resume life, serving others and building a foundation for their family and community. This desire brought them to Lawrenceville, GA where they’re building their family business “The Boujee Southerner.”

Don and Tara can be reached by email.

Website

SouthState Bank

SouthState is one of the leading regional banks in the Southeast – serving more than one million customers via 275+ locations in Florida, Alabama, Georgia, the Carolinas, and Virginia. They offer robust banking solutions, including consumer banking, mortgage, small business banking, commercial banking and wealth management.

SouthState bankers care about their customers and each other – and it shows. They are proud to have earned awards for their banking solutions, service, and workplace environment. For the past three years, they’ve been ranked on Forbes’ 100 Best Banks in America and have earned top workplace honors several years running. This is banking at its best. This is banking forward.

Member FDIC and Equal Housing Lender.

Website | LinkedIn |Facebook

Samantha McElhaney, Commercial Relationship Advisor, SouthState Bank

Samantha McElhaney, Commercial Relationship Advisor, SouthState Bank

Samantha McElhaney is a Commercial Relationship Advisor with SouthState Bank.

She is a single mom of twins at the University of Alabama and the University of South Carolina. She has been in financial services for 28 years this September and currently holds the position of Commercial Banking Advisor in Greater Georgia.

She loves Lighthouses because they provide hope in the darkness/storms of life and admits she is extremely hard on herself. She leads and participated in small groups at North Point Community Church and Woodstock City Church because her faith is extremely important to her personally and professionally.

And her favorite time of the year – college football season is about to start, so bring on fall, food, and “fandemonium.”

LinkedIn

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.

Tagged With: Anthony Chen, Boujee Southerner Restaurant, Don Gilbert-Ross, Family Business Radio, Samantha McElhaney, Selfie Museum, SouthState Bank, Tara Gilbert-Ross, The Boujee Southerner Experience

Finding the Right Team Members on Your Own Advisory Board, with Anthony Chen, Host of Family Business Radio

August 1, 2022 by John Ray

advisory board
Family Business Radio
Finding the Right Team Members on Your Own Advisory Board, with Anthony Chen, Host of Family Business Radio
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advisory board

Finding the Right Team Members on Your Own Advisory Board, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen notes that a business owner can’t be an expert in every aspect of their business, and he advocates for finding experienced professionals to add to one’s advisory board, whether for one’s personal finances or a family business.

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

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 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.

Tagged With: Advisory Board, advisory team, Anthony Chen, Anthony's Take, business coach, Family Business Radio, financial advisor, legal team, Lighthouse Financial Network, specialists

Keely Collins, Elarbee, Thompson, Sapp & Wilson, LLP; Todd Reid, DKRentals.net; Bill Smith, Double Iron Consulting; and Michelle Wilson, Wilson Legal

July 15, 2022 by John Ray

Double Iron Consulting
Family Business Radio
Keely Collins, Elarbee, Thompson, Sapp & Wilson, LLP; Todd Reid, DKRentals.net; Bill Smith, Double Iron Consulting; and Michelle Wilson, Wilson Legal
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Double Iron Consulting

Keely Collins, Elarbee, Thompson, Sapp & Wilson, LLP, Todd Reid, DKRentals.net, Bill Smith, Double Iron Consulting, and Michelle Wilson, Wilson Legal (Family Business Radio, Episode 34)

Host Anthony Chen welcomed four amazing guests to this episode of Family Business Radio. Keely Collins, attorney at Elarbee, Thompson, Sapp & Wilson discussed risk management and human resource issues in small business. Todd Reid, owner of DKRentals.net described his path to starting a property management business, its unique value, and its international staff. Bill Smith, CEO of Double Iron Consulting, talked about assisting other family businesses after running his own, Royal Cup Coffee. Michelle Wilson, attorney and owner at Wilson Legal, shared her passion for helping people, how it led to her legal career, and the ways she helps her clients. Each guest wove in themes of the complex issues involved in a family business and the need to consider the long game of succession planning.

In Anthony’s closing comments, he spoke on the need to find the right team members as advisors, including a financial advisor, to surround yourself with.

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

Elarbee, Thompson, Sapp & Wilson, LLP

Elarbee Thompson, an award-winning Atlanta-based law firm, specializes in matters of employment and labor law and complex litigation.

Its experienced attorneys focus on the areas of employee relations, civil rights, equal opportunity, HR counseling, wage and hour compliance, benefits, occupational safety and health, environmental protection, unfair competition, and immigration.

Website | LinkedIn |Twitter

Keely Collins, Attorney, Elarbee, Thompson, Sapp & Wilson, LLP

Keely Collins, Attorney, Elarbee, Thompson, Sapp & Wilson, LLP

As both counselor and advocate for businesses large and small across all sectors, unionized and non-unionized, Keely takes a practical approach to advising and advocating for businesses nationwide. Both small family businesses and corporate boards of directors have benefited from Keely’s attention to the details of law and business, creative solutions, and zealous advocacy for businesses before numerous administrative agencies, and in all levels of state and federal court.

As an experienced collaborator with large organizations’ in-house counsel and general and employment counsel, Keely is trusted by other attorneys to strengthen the value they offer to the organizations they serve.

LinkedIn

DKRentals.net

DKRentals.net is a residential property management company serving the entire metro Atlanta market. DKRentals.net is a full-service property management company that manages single-family houses, condos, townhouses, and multi-family up to 200 doors.

Website | LinkedIn |Facebook

Todd Reid, Founder & Owner, DKRentals.net

Todd Reid, Founder & Owner, DKRentals.net

Todd graduated from North Carolina State University with a degree in Industrial Engineering. He has worked for IBM and Accenture. He also was part of a start-up that designed and manufactured medical cameras for laparoscopic and arthroscopic surgery. This company was sold to Bristol Myers Squibb. This was Todd’s first taste of being an entrepreneur.

In 2003, Todd bought a Homevestors franchise. Homevestors are the “We Buy Ugly Houses” people. Within five years, Todd’s franchise was the larges in the country and was awarded Franchise of the Year. At the peak, Todd’s company was flipping 10 to 12 houses a month.

Many of Todd’s clients requested Todd to also manage their houses. As a result, DKRentals.net was born in 2008 as a property management company.

LinkedIn

Double Iron Consulting

Bill launched Double Iron Consulting in 2021 to serve and help small to medium-sized businesses, family business owners, and executives clarify and achieve their goals.  He understands what it’s like to be in their position and knows the care that goes into a business, especially when it’s a family business.

Bill provides and shares his insights and perspectives on different topics ranging from generational family business and succession issues to dealing with external stakeholders while running a business and to what it’s like transitioning to a new professional journey.

Website | Facebook | LinkedIn

Bill Smith, Founder & CEO, Double Iron Consulting

Bill Smith, Founder & CEO, Double Iron Consulting

Bill launched Double Iron Consulting in 2021 to serve and help small to medium-sized businesses, family business owners, and executives clarify and achieve their goals.  He understands what it’s like to be in their position and knows the care that goes into a business, especially when it’s a family business.

Bill provides and shares his insights and perspectives on different topics ranging from generational family business and succession issues to dealing with external stakeholders while running a business and to what it’s like transitioning to a new professional journey.

LinkedIn

Wilson Legal

Business owners and family leaders are committed to their personal and work families. See where estate planning – wills, trusts, powers of attorney – intersect with your daily life today and in your future. Learn why it’s important to plan ahead to make life transitions more smooth for the people you care about and a tip you can start working on today.

Website | LinkedIn

Michelle Wilson, Attorney/Owner, Wilson Legal

Michelle Wilson, Attorney/Owner, Wilson Legal

Michelle Wilson is an attorney and native of Cumming, Georgia. She specializes in estate planning, eldercare, probate and special needs. She has been making wishes come true and helping people live their best lives since 2008.

At Wilson Legal, the firm seeks to improve the life of each person who crosses their threshold whether they become a client or not. This commitment to service above all else is felt by those who call and ask for help.

Michelle is a trusted advisor who takes the time to craft a solution for each individual and family that actually works. At Wilson Legal, they believe the best life is lived intentionally and by design.

LinkedIn

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.

Tagged With: Anthony Chen, Bill Smith, DKRentals.net, Double Iron Consulting, Elarbee Thompson Sapp Wilson LLP, Family Business Radio, Keely Collins, Lighthouse Financial Network, Michelle Wilson, Succession Planning, Todd Reid, Wilson Legal

Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

July 6, 2022 by John Ray

Purpose
Family Business Radio
Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio
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Purpose

Start with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen reflected on the values, desires, and passion that drives a family business. He noted that once you find the purpose and passion, you can look for a financial team that understands your story and buys into your journey.

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

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 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.

Tagged With: Anthony Chen, Family Business, Family Business Radio, financial planning, Lighthouse Financial Network, Passion and purpose, values

Planning for Your Child’s Passion, with Anthony Chen, Host of Family Business Radio

June 29, 2022 by John Ray

Passion
Family Business Radio
Planning for Your Child's Passion, with Anthony Chen, Host of Family Business Radio
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Passion

Planning for Your Child’s Passion, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen makes the point that your children’s passion may lead them into non-traditional paths besides college, and discusses how to adjust your financial planning to reflect your child’s plans.

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

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 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.

Tagged With: Anthony Chen, College Planning, Family Business Radio, family finances, financial planning, Lighthouse Financial Network, passion

Mike and Maggie Grayeski, Servicewise Electric, Meredith Fingarson, Meredith Fingarson Consulting, Adam Grossman, Good Dog Media, and Christopher Lyboldt, Senior Care Authority

June 20, 2022 by John Ray

Servicewise Electric
Family Business Radio
Mike and Maggie Grayeski, Servicewise Electric, Meredith Fingarson, Meredith Fingarson Consulting, Adam Grossman, Good Dog Media, and Christopher Lyboldt, Senior Care Authority
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Servicewise Electric

Mike and Maggie Grayeski, Servicewise Electric, Meredith Fingarson, Meredith Fingarson Consulting, Adam Grossman, Good Dog Media, and Christopher Lyboldt, Senior Care Authority(Family Business Radio, Episode 33)

On this episode of Family Business Radio, host Anthony Chen welcomed four powerhouse guests. First were Maggie and Mike Grayeski, owners of Servicewise Electric who have re-started their electrical service business after wanting to return to a small family business model. In addition to their love of having a family business, they talked about how they balance a relationship and business, how Mike is shifting from working in the field to in the business, taking care of their employees, and more.

Meredith Fingarson started her own marketing consulting agency and discussed how she serves her clients with strategy, her careful planning before going out on her own, and her desire to help her clients be successful.

Next, Adam Grossman of Good Dog Media talked with Anthony about providing video services to his clients, his editorial work for Vanity Fair, and the challenges of telling a story.  He shared he also recently relocated to Atlanta from Los Angeles and its benefits.

Christopher Lyboldt with Senior Care Authority shared his story of building a business devoted to the needs of elders for navigating their living and lifestyle needs. He and his wife provide a full spectrum of services from finding the right living situation, selling a home, and helping create a lifestyle that preserves freedom for his clients.  He also stressed the infancy of this type of professional service that will continue to grow.

All the guests answered questions about how they envision their legacy and their advice for anyone starting a business.  In Anthony’s closing comments, he spoke on the need to find your purpose and passion first, and then find the financial team that will help you realize those goals.

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

Servicewise Electric

Servicewise Electric is a family-owned and operated electrical service company servicing Canton, GA. Striving to be the best in the industry by offering the highest level of professional electrician service every time.

Ensuring their customers feel confident with the quality of work and efficient mannerism from their electricians is Servicewise’s top priority. Servicing both residential and commercial customers,  their certified electricians have the skills to handle any and all electrical services and electrical repairs.

From circuit breakers, light fixtures, ceiling fans, and any commercial and home electrical work, call/text/book online for an appointment and let them show you the Servicewise difference today!

Website | Facebook | Yelp

Mike and Maggie Grayeski, Owners, Servicewise Electric

Mike and Maggie Grayeski, Owners, Servicewise Electric
Mike Grayeski is CEO of Servicewise Electric. He has over 25 years experience in the electrical construction business and holds the “unrestricted class II master electricians license” for the company. Mike is responsible for defining the strategic vision and culture of the company, managing day-to-day operations, promoting a safe work environment, developing business opportunities, maintaining company goals, and ensuring the customer’s utmost satisfaction. Mr. Grayeski remains highly active in the construction industry as well as in the community.
Maggie Grayeski is COO of Servicewise Electric. She has over 15 years of combined management and administrative experience. She is responsible for the overall management of the office and all company activities.
Mike Grayeski LinkedIn | Maggie Grayeski LinkedIn

Meredith Fingarson Consulting

Meredith Fingarson is a marketing consultant for small to medium-sized businesses. She uses a personal approach to her strategy to get to know a company and its challenges on a deeper level. She works with the company stakeholders one-on-one and really becomes familiar with the industry and market, and can help to create a marketing strategy driven towards goals. A marketing strategy that works is not just about the beautiful ads, splashy sales promotions, or catchy tv commercials.

To help gain insights into a business’s marketing effectiveness, Meredith developed the M3 marketing audit in which data and insights about a business are gathered and analyzed. This audit is a step-by-step process that takes a deep look into a business, its customers, its competition, and its reputation. The audit will yield information about the brand health, market awareness, help solidify messaging, and identify buyer personas. From this audit, a full marketing strategy can be developed, implemented, and measured.

She also specializes in social media strategies for her clients. The social media landscape is constantly changing and tactics that once worked are no longer effective. There are many pathways for social media engagement with potential customers and there is no one-stop-shop option. Each social media strategy must be tailored to the business and the social media platforms that work best for the business.

Website | LinkedIn

Meredith Fingarson, Owner, Meredith Fingarson Consulting

Meredith Fingarson, Owner, Meredith Fingarson Consulting

Meredith Fingarson is a Marketing & Small Business consultant. She has a passion for helping businesses navigate the challenges of growth. She spent much of her career in corporate marketing and executive leadership. Prior to starting her own consulting business, she was most recently the Director of Marketing for a large regional wholesale distributor with both B2B and B2C sales channels.

With her experience in executive leadership, she understands the nuances of how a marketing strategy integrates into all aspects of a business. She saw the potential of how other businesses might benefit from her expertise and in January of 2022, left her position as Director to pursue her dream of becoming a marketing consultant for small to medium businesses. ​ Her experience is diverse and she has worked with many industries, including; wholesale distribution, retail, non-profit, consumer goods manufacturing and skilled trades.

She has a BS in Marketing from the University of Central Florida and a BS in Environmental Science from the University of West Florida.

LinkedIn

Good Dog Media

Good Dog Media is a full-service digital production company specializing in web and social platforms. With a strong foundation in Hollywood-style filmmaking, Good Dog Media brings high-caliber sensibilities to promotional work of all sizes for a wide variety of companies and publications.

Clients include HBO, Activision, BMW, Proctor & Gamble, Smithsonian, and Vanity Fair.

Website | Facebook | LinkedIn

Adam Grossman, CEO, Good Dog Media

Adam Grossman, CEO, Good Dog Media
Adam Grossman has been working as a filmmaker for over 25 years, serving as a director, and writer for film and television. He holds degrees in Photography and Economics from Stanford and film production from USC. In 2007, Adam started Good Dog Media to specialize in motion production for web and social platforms. While handling production, post-production, and delivery in digital formats, Good Dog Media draws from traditional filmmaking techniques, bringing a fresh approach to promotional and editorial work.
Adam recently moved from Los Angeles to Atlanta, where he lives with his wife, son, and 2 dogs.
LinkedIn

Senior Care Authority

Christopher Lyboldt describes his role as an Eldercare Consultant as a “pursuit of dignity.” Typically, families attempt to discover options on their own, and given the tremendous number of options, it’s challenging to pinpoint a dignified solution for a loved one. Christopher guides families to dignified solutions by identifying their needs through discovery, researching options, presenting solutions to the family, and facilitating the next steps. The solutions are plentiful based on the needs of the older adult requiring care. The solution could be a relocation to a senior living community. Or, it might be setting up a thriving ecosystem at home so the older adult can age in place.

Christopher also coaches families through the GA Medicaid Waiver Program, the VA Benefits Program, Skilled Nursing Facility Selection, and many other aging-related programs and services. Senior Care Authority® is a Senior Placement and Eldercare Consulting organization based in Petaluma, California.

Founded in 2009, the company serves most major metropolitan areas throughout the United States through a national network of professionally trained and experienced local advisors like Christopher.

Website | Facebook 

Christopher Lyboldt, Owner, Senior Care Authority

Christopher Lyboldt, Owner, Senior Care Authority
Christopher Lyboldt is the owner of Senior Care Authority Atlanta. He is an Eldercare Advisor.
Families approach Christopher when they are navigating the difficult world of senior care and senior living. Christopher helps them to discover their options, and find a dignified solution for their loved one that requires care. This is Christopher’s third career. His first career began at New York University. He was an instructor and a Program Director there. After 12 years at NYU, he joined the corporate world with International Paper and spent 17 years in various roles in training, sales, and marketing. Christopher and his wife were also family caregivers for his father-in-law for six years during this time.
Christopher’s professional and personal experience as an educator, a sales and marketing professional, and a caregiver provided him with the background needed in his current role as an Eldercare Consultant, where his passions now lie.
LinkedIn

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.

Tagged With: Adam Grossman, Anthony Chen, Christopher Lyboldt, electricians, Family Business Radio, Good Dog Media, Lighthouse Financial Network, Maggie Grayeski, marketing, Meredith Fingarson, Meredith Fingarson Consulting, Mike Grayeski, senior care, Senior Care Authority, ServiceWise Electric, video services

Chelle Hartzer, 360 Pest and Food Safety Consulting, and Olivia Garza, Acton Academy Alpharetta

June 7, 2022 by John Ray

Acton Academy Alpharetta
Family Business Radio
Chelle Hartzer, 360 Pest and Food Safety Consulting, and Olivia Garza, Acton Academy Alpharetta
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Acton Academy Alpharetta

Chelle Hartzer, 360 Pest and Food Safety Consulting, and Olivia Garza, Acton Academy Alpharetta (Family Business Radio, Episode 32)

Host Anthony Chen welcomed two outstanding guests, Chelle Hartzer and Oliva Garza, to this episode of Family Business Radio. Chelle, a self-described “bug geek,” is an entomologist with her own consulting practice, 360 Pest and Food Safety Consulting. Chelle discussed how she works with small to medium-sized pest control companies as a fractional trainer and consultant, her work with museums, zoos, and other organizations with special bug-related issues, why successful pest control is more preventative than treated related and much more.

Olivia Garza, Owner of Acton Academy Alpharetta, discussed the unique, learner-driven model of the school, why she started Acton Academy, what makes the school unique, the focus on subject mastery, and much more.

In Anthony’s closing comments, he spoke on why planning for the passions of your children is such a vital aspect of financial planning.

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

360 Pest and Food Safety Consulting

360 Pest and Food Safety Consulting works with companies to solve their pest problems faster. As an independent assessment of the issues, their programs, and their services, 360 PFSC can get to the root of the issues, improve pest control programs, and put preventative measures in place to avoid pest problems in the future.

 Website | LinkedIn |  Facebook

Chelle Hartzer, Owner/Entomologist, 360 Pest and Food Safety Consulting

Chelle Hartzer, Owner/Entomologist, 360 Pest and Food Safety Consulting
Chelle Hartzer is the consulting entomologist at 360PFSC and has been working with the pest management industry for over a decade. She helps small and mid-sized pest control companies by providing them with expert troubleshooting, the most up-to-date technical information, quality training, and much more.
By solving pest problems faster and more effectively, companies reduce call-backs and increase customer and employee retention.
Chelle holds a BS in Entomology with a wildlife conservation concentration from the University of Delaware and an MS in Entomology from Kansas State University as well as being a Board Certified Entomologist in Urban and Structural Entomology.
She is also a Preventative Controls Qualified Individual (PCQI) and earned her Lean Six Sigma Green Belt.
LinkedIn

Acton Academy Alpharetta

Acton Academy Alpharetta is an affiliate of the Acton network founded in Austin, TX 12 years ago by Jeff and Laura Sandefer.

Acton Academy is dedicated to inspiring each child to see life as a Hero’s Journey, where someone with curiosity and character can find a ‘calling’, using his or her most precious gifts, in a way that brings great joy, to solve a deep burning need in the world.

At Acton, they believe each child who enters Acton Academy will find a calling that changes the world. Their Heroes are independent learners who find great joy in learning, in a tight-knit community that upholds the highest standards of excellence.

Website | Facebook

Olivia Garza, Owner, Acton Academy Alpharetta

Olivia Garza, Owner, Acton Academy Alpharetta

Olivia Garza, the founder of Acton Academy Alpharetta, is a mom on a mission to bring a new wave of educational reform to the community.

As a mom of two kids, balancing homeschooling and long-term corporate roles in I.T. and digital marketing, she wanted more than just the traditional educational model and curriculum for her children and decided to open an Acton Academy serving the Alpharetta/Milton/Cumming area in 2020.

Currently, there are around 300 Acton Academies across the world.

LinkedIn

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.

Tagged With: 360 Pest and Food Safety Consulting, Acton Academy Alpharetta, Anthony Chen, Chelle Hartzer, food safety, Lighthouse Financial Network, Olivia Garza, PCQI, pest management

Signals For Whether or Not You Need a Financial Advisor, with Anthony Chen, Host of Family Business Radio

June 6, 2022 by John Ray

Financial Advisor
Family Business Radio
Signals For Whether or Not You Need a Financial Advisor, with Anthony Chen, Host of Family Business Radio
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Financial Advisor

Signals For Whether or Not You Need a Financial Advisor, with Anthony Chen, Host of Family Business Radio

Anthony Chen shares that the best time to reach out to a financial advisor is when major changes are occurring in life or business. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

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 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.

Tagged With: Anthony Chen, financial advice, financial advisor, Lighthouse Financial Network

Getting Out of Your Comfort Zone, with Anthony Chen, Host of Family Business Radio

May 2, 2022 by John Ray

Comfort Zone
Family Business Radio
Getting Out of Your Comfort Zone, with Anthony Chen, Host of Family Business Radio
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Getting Out of Your Comfort Zone, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed getting out of your comfort zone and challenged the assumption that one can’t start anew in retirement. He encourages his clients to reinvent themselves and make their dreams a goal, and then let the financial planning support those goals.

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

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 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.

Tagged With: Anthony Chen, comfort zone, Family Business Radio, financial planning, Lighthouse Financial Network, quality of life, retirement

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