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PHELAN & MYERS 2 FOR 20: State of the Real Estate & Mortgage Market in Atlanta

July 7, 2022 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: State of the Real Estate & Mortgage Market in Atlanta
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Lindsay Dendy, Scott Phelan, Mark Pagomenakis

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

On this episode, host Scott Phelan is joined by real estate professional Lindsay Dendy of Dorsey Alston and mortgage expert Mark Pagomenakis of Goldwater Bank to discuss the current real estate and mortgage market in Atlanta.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841  Email: sphelan@janney.com

Tagged With: 2 for 20, atlanta mortgage rates, Atlanta Real Estate, dorsey alston, financial advisor, goldwater bank, lindsay dendy, mark pagomenakis, phelan & myers 2 for 20, phelan and myers, phelan and myers wealth management group, real estate, scott phelan

ATL Developments with Geoff Smith: Roxie and Michael Hernandez, The Hernandez Group

February 14, 2022 by John Ray

The Hernandez Group
North Fulton Business Radio
ATL Developments with Geoff Smith: Roxie and Michael Hernandez, The Hernandez Group
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The Hernandez Group

ATL Developments with Geoff Smith: Roxie and Michael Hernandez, The Hernandez Group

Host Geoff Smith welcomed Roxie and Michael Hernandez with the Hernandez Group. They discussed the current real estate market, how they work together as a couple, staying nimble amid uncertainty, the role of the buyer’s and seller’s agents, and much more. Regular episodes of ATL Developments with Geoff Smith are broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

The Hernandez Group

The Hernandez Group, a team of specialists out of the Keller Williams Consultants office, serves real estate buyers, sellers, and investors in the Atlanta Metro Area. Since 1995, Roxie and Michael have been dedicated to building relationships and are committed to providing the highest level of service by being honest, loyal, understanding, and attentive.

They strive as a team to ensure a smooth and seamless transaction from start to finish as well as make every effort to be proactive and limit surprises. They are committed to always exceeding our clients’ expectations that they always think of and recommend the Hernandez Group to friends and family for any Real Estate needs.

If you know of anyone who needs help buying or selling Real Estate, Roxie and Michael would love the opportunity to earn their business!

Company website | Facebook 

Roxie and Michael Hernandez, Agents/Brokers, The Hernandez Group

Michael and Roxie Hernandez, The Hernandez Group

Roxie is a native Texan and moved to Atlanta in 1990 where she met her husband, Michael. They have 3 beautiful daughters. Roxie sits on the board for the Foster Care Support Foundation and Michael also sits on the boards for Roswell First Responder Foundation as well as the Roswell Rotary board since 2000.

Both are leaders and mentors in their communities. Roxie and Michael have been selling real estate full-time in the Atlanta metro area since 1995. They are deeply passionate about giving back to the communities that they serve and live in.

Roxie’s LinkedIn | Michael’s LinkedIn

Geoff Smith, Host of ATL Developments with Geoff Smith

Geoff Smith, Host of ATL Developments with Geoff Smith

ATL Developments with Geoff Smith covers all things economic development in the Atlanta Metro area. From everything inside the Beltline to Avalon and beyond, Geoff Smith interviews the movers and shakers making the ATL one of the best places to live, work and play. An archive of past episodes can be found here.

Geoff Smith is a mortgage banker with Assurance Financial working with Real Estate agents and homebuyers to help them get happily to their closing table. Geoff is an authority on the latest economic development trends shaping the Atlanta Metro area. His interviews reveal an inside perspective at how things get done in the ATL.

Geoff is an active member of his community serving on the Board of Directors of the Greater North Fulton Chamber of Commerce, as well as holding the position of chairman for the Chamber’s Education Committee. He is also Secretary of the Roswell Youth Baseball Association and coaches his sons in football, baseball and basketball. Geoff enjoys golf, camping and traveling with his wife and two sons. He is a graduate of the University of Georgia.

Tagged With: ATL Developments, Atlanta Real Estate, Geoff Smith, Michael Hernandez, North Fulton Business Radio, Roxie Hernandez, The Hernandez Group

ATL Developments with Geoff Smith: Realtor Chris Bartelski and Mitchell Palm, Smart Real Estate Data

August 12, 2021 by John Ray

Chris Bartelski
North Fulton Business Radio
ATL Developments with Geoff Smith: Realtor Chris Bartelski and Mitchell Palm, Smart Real Estate Data
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Chris BartelskiATL Developments with Geoff Smith: Realtor Chris Bartelski and Mitchell Palm, Smart Real Estate Data

Noting that the market right now is “a street fight,” host Geoff Smith is joined by Realtor Chris Bartelski and Mitchell Palm of Smart Real Estate Data to survey current Atlanta residential real estate data and trends. Mitchell discussed not just current sales data, but signs to look for which might indicate a more moderate market is coming. Chris discussed proactive moves you must make if you must buy today and can’t wait. ATL Developments with Geoff Smith is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Chris Bartelski, Associate Broker and Educator

Chris Bartelski
Chris Bartelski, Realtor and Associate Broker

Chris’ passion for helping his wonderful clients find their home comes from his family house.  Filled with 2 energetic boys, 2 cats and a dog, it’s everything he ever wanted. It’s a gift that he will never take for granted.  Using his experience as a marketer and associate broker, his purpose is to help you find your happy.

Website | LinkedIn | Facebook | Twitter | Instagram

 

Mitchell Palm, President of Business Development, Smart Real Estate Data

Mitchell Palm, President of Business Development, Smart Real Estate Data

Since 1996, Smart Real Estate Data has been the premier source for residential real estate information in the Southeast, providing timely and accurate data to the nation’s top builders, developers, appraisers, suppliers, brokers, investors, and banking professionals. Smart Real Estate Data was the only company used for analysis to extend the 2010 housing stimulus in the US Senate at the request of Senator Johnny Isakson.

Since arriving at Smart Real Estate Data, Mitchell has run market due diligence and consulted on hundreds of residential real estate developments throughout the Southeast. He is the primary consultant and account representative for over 70 different real estate companies, including many Fortune 500 companies. His work has been featured on news publications and has been a regular guest on numerous radio shows.

Company website | LinkedIn

Geoff Smith, Host of “ATL Developments with Geoff Smith”

Geoff Smith, Host of “ATL Developments with Geoff Smith”

“ATL Developments with Geoff Smith” covers all things economic development in the Atlanta Metro area. From everything inside the Beltline to Avalon and beyond, Geoff Smith interviews the movers and shakers making the ATL one of the best places to live, work and play. An archive of past episodes can be found here.

Geoff Smith is a mortgage banker with Assurance Financial working with Real Estate agents and homebuyers to help them get happily to their closing table. Geoff is an authority on the latest economic development trends shaping the Atlanta Metro area. His interviews reveal an inside perspective at how things get done in the ATL.

Geoff is an active member of his community serving on the Board of Directors of the Greater North Fulton Chamber of Commerce, as well as holding the position of chairman for the Chamber’s Education Committee. He is also Secretary of the Roswell Youth Baseball Association and coaches his sons in football, baseball and basketball. Geoff enjoys golf, camping and traveling with his wife and two sons. He is a graduate of the University of Georgia.

 

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.

RenasantBank

 

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.

Tagged With: ATL Developments, Atlanta Real Estate, Chris Bartelski, Geoff Smith, Mitchell Palm, North Fulton Business Radio, real estate, residential real estate, Smart Real Estate Data

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