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Joel Thain joins Randy Brunson on “Stewarding Family Wealth 2.0”

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Forsyth Studio
Forsyth Studio
Joel Thain joins Randy Brunson on "Stewarding Family Wealth 2.0"
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     Joel Thain                                            Randy Brunson

 

Joel Thain and the IntegriCom team deliver Reliable IT Services for business. Following a process that has been proven over decades, their clients gain peace of mind as they fully manage their IT—from cybersecurity and cloud services to networks, computers, and telephone systems. They build and value friendly and loyal relationships and strive to serve clients in a selfless, joyful, and professional way. Their personal touch is a blend of technology and integrity. Joel is passionate about his family and making a positive impact in the community.

 

Randy Brunson is the President of Centurion Advisory Group. He studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading.  Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing on these topics.

 

Stewarding Family Wealth is presented by

 

Broadcasted LIVE from the Forsyth Business RadioX Studio in Cumming, Georgia

 Produced by Amanda Pearch

Stewarding Family Wealth 2.0, Core Mission and Values with Centurion Advisory Group

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Forsyth Studio
Forsyth Studio
Stewarding Family Wealth 2.0, Core Mission and Values with Centurion Advisory Group
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Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Sandy LeRoux is the Co-Advisor at Centurion Advisory Group. With a Bachelor’s Degree in Finance with a minor in Accounting from The University of Georgia, as well as her MBA in Corporate Finance from Georgia State University. Sandy has over 20 years of experience within the executive level of business and finance, excelling at coordinating and RELATIONSHIP management. She and the Centurion team are committed to being service and stewardship.

 

SUBSCRIBE to “Stewarding Family Wealth” on your favorite #audio platform. Stewarding Family Wealth is presented by

Succession Planning

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Stewarding-Family-Wealth
Gwinnett Studio
Succession Planning
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Randy Brunson and Cleve Hill

Cleve Hill/Hill & Watchko

Hill & Watchko, LLC (formerly Bettis, Hill & Vann, LLC) is a premier boutique wills, trusts, estates, elder law, special needs planning and fiduciary litigation firm providing personalized, efficient, and reasonably priced services of the quality found in the typically large downtown law firms.

 

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Business Operating Agreements

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Gwinnett Studio
Gwinnett Studio
Business Operating Agreements
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Cleve Hill and Randy Brunson

Cleve Hill/Hill & Watchko

Hill & Watchko, LLC (formerly Bettis, Hill & Vann, LLC) is a premier boutique wills, trusts, estates, elder law, special needs planning and fiduciary litigation firm providing personalized, efficient, and reasonably priced services of the quality found in the typically large downtown law firms.

 

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Retirement Plans

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Stewarding-Family-Wealth
Gwinnett Studio
Retirement Plans
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Randy Brunson

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Market Recap and Outlook

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Stewarding-Family-Wealth
Gwinnett Studio
Market Recap and Outlook
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Randy Brunson

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Transitioning a Family Business from One Generation to Another (Part 2 of 2)

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Stewarding-Family-Wealth
Gwinnett Studio
Transitioning a Family Business from One Generation to Another (Part 2 of 2)
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Drew Gilbreath, Randy Brunson and Cole Porter

In the second part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel.

Drew Gilbreath/Sutter, Mclellan & Gilbreath

Sutter, McLellan & Gilbreath prides itself on being an independent agency and its ability to create a strategic business partnership between their client, their carrier and their community. Through mutually beneficial alliances, Sutter, McLellan & Gilbreath provide tailored services and products compatible with your expectations. SMG will communicate clearly and keep the program design concise. Brady is the only broker at the agency that focuses solely on employee benefits.

Cole Porter/Porter Steel

In business since 1983, Porter Steel is one of Atlanta’s premier providers of structural steel, miscellaneous metals, and architectural metals to General Contractors and other fabricators in the area. Additionally, they have a custom manufacturing division where they partner with other manufacturers in completing the steel portion of their product.


Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Transitioning a Family Business from One Generation to Another (Part 1 of 2)

by

Gwinnett Studio
Gwinnett Studio
Transitioning a Family Business from One Generation to Another (Part 1 of 2)
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Drew Gilbreath, Randy Brunson and Cole Porter

In the first part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel.

Drew Gilbreath/Sutter, Mclellan & Gilbreath

Sutter, McLellan & Gilbreath prides itself on being an independent agency and its ability to create a strategic business partnership between their client, their carrier and their community. Through mutually beneficial alliances, Sutter, McLellan & Gilbreath provide tailored services and products compatible with your expectations. SMG will communicate clearly and keep the program design concise. Brady is the only broker at the agency that focuses solely on employee benefits.

Cole Porter/Porter Steel

In business since 1983, Porter Steel is one of Atlanta’s premier providers of structural steel, miscellaneous metals, and architectural metals to General Contractors and other fabricators in the area. Additionally, they have a custom manufacturing division where they partner with other manufacturers in completing the steel portion of their product.


Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Community Foundation for Northeast Georgia (Part 2 of 2)

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Gwinnett Studio
Gwinnett Studio
Community Foundation for Northeast Georgia (Part 2 of 2)
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Randy Redner, Britt Ramroop and Randy Brunson

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Randy Redner & Britt Ramroop/Community Foundation for Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our world through the power of philanthropy. On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes and their income is used to make grants for a wide variety of charitable purposes. But their goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia and beyond by providing leadership, addressing community needs and assisting individuals and organizations with their charitable giving.

Stewarding Family Wealth is presented by

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