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Josh Umar with American Subcontractors Association of Arizona E12

August 10, 2022 by Karen

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Phoenix Business Radio
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Josh Umar with American Subcontractors Association of Arizona E12

Josh Umar, Executive Director, of American Subcontractors Association of Arizona joined us for an informative session about ASA and the benefits they offer for members and non-members alike. Josh is all about engagement and ASA embodies his leadership. Stick around to the end and listen to the cool experiences of falconry (one of Josh’s main hobbies).

ASALogoColor

ASA of Arizona is a nonprofit association with more than 210 members. The vast majority are trades companies of every specialty and size. Their mission is to to enhance the ability of businesses from every sector of the subcontracting community to thrive via advocacy, collaboration, education, and networking.

Their vision is an Arizona in which the subcontracting community is the most respected and influential stakeholder in the construction industry.

Josh-Umar-MAC-and-BleuJosh Umar is the Executive Director of ASA of Arizona, where he started in June of 2020. With over 210 members, ASA is a leading voice for the interests of trades companies statewide regardless of specialty or size.

He came to ASA-AZ by way of the award-winning Build Your Future Arizona (BYFAZ) campaign. Based out of the Greater Phoenix Chamber Foundation, BYFAZ is a three year, $3M industry-led career awareness effort aimed at inspiring the next generation of skilled tradespeople to take action and enter construction.

Before that, Josh was the Executive Director of the Highland County Chamber of Commerce in Virginia. His portfolio included government relations and member services, and he was responsible for organizing the county’s annual Maple Festival (50,000 attendees).

He has a strong background in nonprofit leadership, strategic planning, and advocacy.

Connect with Josh on Linkedin.

About Your Hosts

Meet JJ Levenske

jj-levenske-bleuwaveJJ Levenske is a seasoned construction executive with over 30 years of experience in the commercial and industrial sectors. From pre-construction services to complex quality controls and close-outs, he brings a commitment to delivering the highest levels of professionalism and customer service.

JJ’s dedication to construction has allowed him to become an industry expert which he aims to share with customers and investors alike. JJ does not believe in mediocrity and strives to see the “end at the beginning” for each project, effectuating a higher return on investment for the entire team.

Early on in his career, JJ worked as a cost engineer conducting feasibility estimates, strategic capital estimates, cost planning, and analysis of value engineering for the technology, petrochemical, and food industries. He went on to develop and implement a variety of systems for estimating, scheduling, resource management, and cost tracking while holding Project Manager and Senior Management Positions.

During his tenure, JJ has been involved in $1 billion worth of construction services. A strong entrepreneurial acumen allows him to be the perfect advocate for your facility based business solutions.

Meet Robert Johnson

robert-johnsonRobert Johnson is a knowledgeable construction professional with over 40 years of experience. His experience ranges from residential to the commercial and industrial sectors.

Robert began working in the trades immediately out of high school and quickly advanced to Journeyman status. Robert went on to estimating, operations, senior level management and then business development.

Robert is consistently building relationships and networking with those associated with all aspects of development and construction. Robert has become a respected source for prefabricated construction solutions.

Robert enjoys spending time with Pam, his wife of 42 years, their 3 children, and 10 grandchildren.

About Our Sponsors

Bleuwave is a Phoenix-based general contractor with a specialty in land development & site improvement, pre-construction, design build, remodel and renovations, construction management, and post construction.

Bleuwave is passionate about what they do and takes pride in their partner’s success.logo-BleuWave-01

When you need it done right the first time, call Bleuwave.

Follow Bleuwave on LinkedIn, Facebook, Twitter and Instagram.

Tori Contracting’s smaller, cohesive structure results in superior workmanship and economical solutions.

The Tori Contracting team has construction experience acquired by performing highly successful work for hotels and casinos, restaurants, retail stores, healthcare facilities and a wide range of commercial and themed projects.

We provide design assist capabilities from start to finish…from schematic design and development through construction documents with the aid of our full-time AUTOCAD staff.Tori-Contracting-logo

Tagged With: Construction, skilled trades, subcontractors

Cameron Marmolejo, Owner of ImagiNation Construction, Dan Smith of Insperity & Rick Strawn, President of Paradigm Security

June 17, 2022 by Amanda Pearch

Forsyth Business Radio
Forsyth Business Radio
Cameron Marmolejo, Owner of ImagiNation Construction, Dan Smith of Insperity & Rick Strawn, President of Paradigm Security
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Hosts Amanda Pearch and Dimtriy Teplinskiy joined in Studio by:

Cameron Marmolejo, Owner of ImagiNation Construction LLC, Dan Smith of Insperity &

Rick Strawn, President of Paradigm Security Services

 

Cameron Marmolejo and his team at ImagiNation Construction LLC aim to make your design ideas a reality! Imagination really is the first step. With nearly two decades of commercial and residential construction experience, the team will implement your precise vision or collaborate with you to create something new. ImagiNation uses cutting edge technology to draft, design, construct. Veteran owned and active within Forsyth County and surrounding areas, giving back to the community is one of their CORE values.

 

Dan Smith is a Business Advisor for Insperity HR Solutions. They specialize in providing businesses with a package of HR solutions that truly fits their specific needs. With access to better benefits, time-saving technology and the first-class service – Dan and the Insperity Team are completely dedicated support. With a full scope of resources to meet a wide range of needs, they are ready to assist companies with 5 to 5000 employees.

 

Rick Strawn is a retired veteran of the Atlanta Police Department. His experience with detective work involving both blue and white-collar crimes gives him a unique perspective. innovative consulting and executive protection services. He and his ALL STAR Team eliminate the guesswork involved in securing your operation and stay ahead of the threats. While each client has unique security needs, professionalism is the common thread that runs throughout every effort they undertake. The management team at Paradigm Security Services, Inc has more than 200 years of combined professional experience.

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

 

Listen to shows 24/7 on businessradiox.com/forsyth-studio and SUBSCRIBE wherever you get your #audio shows to “Forsyth Business Radio” to stay up to date with the latest episodes.

Connect with us on Social Media @forsythbrx 

 

 

 

 

 

 

SPECIAL THANKS to our #ForsythBRX Studio Print Partner:

Tagged With: amanda pearch, Cameron Marmolejo, Construction, Cumming, Cumming Forsyth Chamber, Dan Smith, Dimtriy Teplinskiy, forsyth business radio, general contractor, HR services, Human Resources, ImagiNation Construction LLC, Paradigm Security Services, Rick Strawn, security

Is Work-Life Balance Something We Should Strive For? E3

March 15, 2022 by Karen

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Phoenix Business Radio
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Is Work-Life Balance Something We Should Strive For? E3

On this episode of The Messy Middle Jen Burwell is joined by guests Jessica Fritz, Owner & Architect of J.Cor Architecture and Stephanie Greenfield, Team Lead and Associate Broker at Berkshire Hathaway. We learn how both Jessica and Stephanie transitioned from burnout to purpose-driven work.

Jessica describes her early passion for architecture, design, art, and history that laid the foundation for her thriving architecture business today and when she knew it was time to go out on her own. Stephanie shares her story and the road that led her to real estate. She shares how her passion to help people access homeownership along with some good old competition has kept her motivated each day. We also explore the question, “Is work-life balance really a goal we should strive for?” Tune in to hear their thoughts!

If you are an aspiring entrepreneur, entrepreneur or business owner this is a great episode to listen to! We explore the differences between work-life balance vs. life integration. *Spoiler alert* we don’t believe work-life balance can ever really be achieved.

If you are searching for how to balance all of the pieces and parts of your life and how to build rest into your company culture, Stephanie and Jessica offer some great perspectives.

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J.Cor Architecture is a full service architectural firm specializing in all sectors of Residential Design. They are a local Phoenix company and take on both large custom homes as well as smaller remodels all over the valley. J.Cor is also licensed to work in California and has reciprocity to practice in all 50 states. They currently work with large home builders on new communities in Southern California and Northern Utah.

J.Cor prides themselves in their ability to consciously manage your project. They are typically the first call in the construction process and will guide you through the process from design to engineering and final permits, they will also stick with you through construction to help finalize your vision!

Jessica-Fritz-The-Messy-MiddleOriginally from Berkshire County Massachusetts, Jessica Fritz headed east to Boston where she completed her Master’s in Architecture from Wentworth Institute of Technology. Upon graduating she had an intense desire to head out west and found herself immersed in the Home Building Industry of Southern California.

During this time she received her Architect’s license in California as well as receiving reciprocity to practice in all 50 states. After 7 years in California, she decided to settle down at her small ranch in Northern Phoenix where she founded J.Cor Architecture.

Jessica’s passion is deep routed in residential design and she loves the process of design through every architectural phase. From the very first meeting with the client, getting to know their personality and their home site she begins to see the vision taking shape through simple words and emotions.

Connect with Jessica on LinkedIn and Instagram.

Bray-Team-Logo-Cabernet

The Bray Team is a family team of Realtors at Berkshire Hathaway HomeServices with a combined 60+ years of experience in real estate. The team has been one of the top teams in Berkshire Hathaway four years in a row. They are passionate about providing the highest level of customer service possible for their clients, family, and friends.

The Bray Team’s goals are to create lasting relationships and to continue helping families achieve their real estate dreams.

Stephanie-Greenfield-The-Messy-MiddleStephanie Greenfield is a graduate of Arizona State University, where she attained her Bachelor of Science in Management and Bachelor of Science in Marketing and graduated summa cum laude from Barrett, the Honors College.

She was named one of the Scottsdale Area Association of Realtors “40 Under 40” three years in a row for 2017, 2018, and 2019 all before the age of 30. This award recognizes outstanding Realtors under 40 years of age who demonstrate business success, professional leadership, and community and industry involvement.

She is an active member of her community where she is the co-chair for the Scottsdale Area Association of Realtors Government Affairs Committee and has served as a member of the Tempe City Council Neighborhood Advisory Commission.

When she’s not helping friends buy or sell homes, she can be found hiking or Jeeping Arizona’s trails with her husband Kiel and two Australian Shepherds, Foster and Opie.

Connect with Stephanie on LinkedIn, Facebook and Instagram.

About The Messy Middle Podcast & Radio Show

The-Messy-Middle-logo“Beginnings are usually scary, and endings are usually sad but it’s the middle that counts the most.”- Hope Floats

We often talk about the beginnings and endings of things. We celebrate our firsts and mourn our lasts. We often ignore the in between, or what we like to call the messy middle. In this nebulous space, often there are no awards or recognition.

It is frequently characterized by the long days, hard work, uncertainty, self-doubt, small wins, setbacks, persistence, and sheer determination to simply keep moving forward. And, yet, it is also where the magic happens. The middle part of our journey is what shapes us, prepares us and fills our lives with meaning.

Welcome to the Messy Middle Podcast & Radio show! Each month we invite guests to share their own version of the Messy Middle and the lessons they’ve learned along the way.

Whether you’re in the messiness of growing a business, healing from trauma, or navigating the wild world of parenting; this show is for you! We’re so excited to celebrate the messiness of life and business with you!

About Mother & Founder Co

Mother & Founder Co was created to help people who are experiencing change and are looking for growth, healing & transformation. The only thing that is constant is change…and change is really difficult for most people. When remaining where you are is more painful than the unknown, change happens.

*And*Mother-and-Founder-logo

Mother & Founder is there to help you create, maintain, and navigate the changes you wish to make.

In addition to the amazing community of women, we provide trauma healing sessions, clarity courses designed to re-imagine what’s possible, individual coaching and small business strategy masterminds.

About Jen Burwell

Jennifer-Burwell-Messy-MiddleJen is the Founder of Mother & Founder Co. and Co-Founder of Jens LIGHT Events.

She is a recognized public speaker and enjoys working with audiences of all sizes. She is a fierce advocate of self-development and believes a kinder world begins from within.

Her goal is to help as many leaders heal themselves as possible. A healed world is a better world for all of us. In 2020, she received the prestigious honor of Business Woman of the Year by the Tempe Chamber of Commerce.

She loves being right in the messy middle of growing business(es), mothering 3 young kiddos (2 on the Autism Spectrum) and navigating a healthy and happy marriage amid it all.

In her spare time, she enjoys morning solo runs accompanied by her AirPods and her latest Audible book. Her other joys include spa days, being near the ocean, travel and learning something new.

Follow Mother & Founder Co on Facebook and Instagram.

Tagged With: architect, AZ Homes for Sale, AZ Luxury Homes, AZ Real Estate, Construction, design, home design, Paradise Valley Homes For Sale, residential architecture, Scottsdale homes for Sale

Solve Problems, Don’t Contribute to Them! E85

December 22, 2021 by Karen

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Phoenix Business Radio
Solve Problems, Don't Contribute to Them! E85
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Solve Problems, Don’t Contribute to Them! E85

In this episode, host Austin Peterson welcomes guest, JJ Levenske, President of Bluewave General Contracting to the show. JJ Levenske is a seasoned construction executive with over 30 years of experience in the commercial and industrial sectors.

Bleuwave General Contracting is a full-service commercial general contractor that specializes in holistic solutions for their clients.

Tune in to hear how JJ Levenske’s company got too big too early and how they picked themselves up and got after it being more successful than ever. Listen in to hear JJ Levenske explain what holistic deliverables are and how being successful doesn’t come from “eating the elephant in one bit” but taking several bites one after another.

logo-BleuWave-01

Bleuwave General Contracting is a full-service commercial general contractor that specializes in holistic solutions for their clients. Typically bringing many facets together to provide a facilities based solution for their clients.

A typical project will include capital, development, construction, design assist, and some other ancillary solution that brought the client and Bleuwave together in the first place.

In other words, Bleuwave’s clients come to them when the conventional solutions have been exhausted. Bleuwave typically takes an equity position within the project (either tangibly or via intellectual capital).

JJ-Levenske-Tycoons-of-Small-BizJJ Levenske is a seasoned construction executive with over 30 years of experience in the commercial and industrial sectors. From pre-construction services to complex construction solutions, he brings a commitment to delivering the highest levels of professionalism and customer service.

J.J.’s dedication to construction has allowed him to become an industry expert which he aims to share with customers and subcontractors alike. J.J. does not believe in mediocrity and strives to see the “end at the beginning” for each project, effectuating a timely and on budget approach for the entire team and the client.

Early on in his career, J.J. worked as a cost engineer conducting feasibility estimates, strategic capital estimates, cost planning, and analysis of value engineering for the technology, petrochemical, and food industries. He went on to develop and implement a variety of systems for estimating, scheduling, resource management, and cost tracking while holding Project Manager and Senior Management Positions.

During his tenure, JJ has been involved in approximately $1 billion worth of construction services. His in-the-field experience is coupled with a strong financial acumen, allowing for seamless conversations about Bleuwave’s unique value-added solutions.

Connect with JJ on LinkedIn.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioX

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.backbone-New-Logo

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

LandonHeadshot01

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors.CRN-3975917-121421

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Construction, Construction Manager, Design Build, development, general contractor

Jason Perez, yardz

September 25, 2020 by John Ray

Jason-Perez-Yardz-album
Alpharetta Tech Talk
Jason Perez, yardz
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Jason Perez, CEO, yardz (“Alpharetta Tech Talk,” Episode 19)

Jason Perez, entrepreneur, advisor, and co-founder of yardz comes from a pedigree of construction and entrepreneurship.

He has sat on several boards and has been a trusted advisor for a widespread array of companies. As CEO of yardz, he brings a high business aptitude mixed with a passion-driven culture.  Yardz-logo

Connect with Jason on LinkedIn.

About yardz

Connecting you to rental yards across Georgia for multiple quotes, best rate transparency and freedom of choice on construction rentals. Yardz is an online reservation software for the construction rental industry allowing renters to compare multiple quotes and secure rentals direct with suppliers.

After working in the construction and equipment rental industries, the yardz founders saw a need. They realized that it took way too long to rent equipment, especially when searching for competitive rates. The other realization was that after years of renting with a trusted supplier, even so called negotiated “discounted rates” were not actually the lowest rates out there.

They saw a problem in the industry and wanted to change it. They wanted to empower the renter again. They wanted to see free market and choice. To give construction renters their time back, giving them technology that not only benefited their work day, but saved money for their businesses and looked out for their bottom line.

Yardz believes in the sweat, grit, concrete and steel that this country was built on. They chose “Red, White and Blue” as their colors because it is in the core of who they are as people and a company. It is their traditional values that put our customers first, and the integrity they demand of themselves drives how they do business.

Question/Topics Covered in this Interview

  • What inspired Jason to start yardz
  • What makes yardz’ tech so cool
  • How Jasaon and his team have dealt with the pandemic
  • Yardz company culture

About “Alpharetta Tech Talk”

“Alpharetta Tech Talk” is the radio show/podcast home of the burgeoning technology sector in Alpharetta and the surrounding GA 400 and North Fulton area. We feature key technology players from a dynamic region of over 900 technology companies. “Alpharetta Tech Talk” comes to you from from the North Fulton studio of Business RadioX® and is hosted by John Ray.

Past episodes of “Alpharetta Tech Talk” can be found at alpharettatechtalk.com.

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 approximately $12.9 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.

Tagged With: Construction, construction equipment, construction industry, Jason Perez, yardz

E11 Construction Labor Shortage and an Innovative Solution with Kassidy Hazelton

July 15, 2020 by Karen

E11-Workforce-Development-and-Employment-Innovation-with-Kassidy-Hazelton1
Phoenix Business Radio
E11 Construction Labor Shortage and an Innovative Solution with Kassidy Hazelton
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E11 Construction Labor Shortage and an Innovative Solution with Kassidy Hazelton

There is a shortage of skilled labor in the construction industry, but there is also an issue with weather and other issues that come up, like permitting, or heaven forbid, a worldwide pandemic that causes skilled workers to sit idle for a short or extended period of time. Kassidy Hazelton with Hire Hard Hats has a solution that can solve both issues. Kassidy is 4th generation skilled trades. She has a passion that is infectious for solving some of these critical issues that all construction companies face. She is confident that her solution will make the industry more efficient and we don’t doubt that she will make a huge impact.

If you are a skilled worker, or you participate in the skilled trades in any way or you love to hear from somebody who is passionate about solving problems and innovating, you will not want to miss this episode. Kassidy Hazelton is a firecracker and a force to be reckoned with.

HardHatsB2B2020

HardHats is an on-demand matchmaking platform and two-sided market application for construction workers and contractors built to combat the labor shortage with workers & crews to deliver skills immediately.

We target qualified workers and crews when they experience downtime on projects and offer gigs, jobs, or available crews to contractors.

Kassidy-Hazelton-on-Tycoons-of-Small-BizKassidy Hazelton is an Arizona Native and the Founder & Ceo of HardHats. She has 5 years of experience in construction. In addition, she has over 70 years of family history in the construction industry.

Kassidy is a labor shortage expert and has a strong knowledge of workforce development and employment innovation specifically in the construction industry. A fun fact, her birthday is also on labor day.

Kassidy is a Coplex Venture, Venture Devil, 2x startup, and SBC Graduate with the Arizona Dept of Transportation. Experience in Technology & business advisor with a demonstrated history of working in the higher education industry.

Skilled in Intelligence and Creative Entrepreneurship. Strong support with Adot, Coplex, Galvanize, and a Venture Devil at Skysong focused on Entrepreneurship + Innovation from Arizona State University. Experienced in lean MVP process, startups, and customer and candidate acquisition.

Follow HardHats on LinkedIn, Facebook, Twitter and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioXAustin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA. After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

LandonHeadshot01Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.Your-Future-Planning-Partners-logo

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsors

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.  We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Paylocity is a leading provider of cloud-based HR and payroll software solutions headquartered in Schaumburg, IL.  Paylocity offers an intuitive, easy-to-use product suite that helps businesses tackle today’s challenges while moving them toward the promise of tomorrow.

Known for its unique culture and consistently recognized as one of the best places to work, Paylocity accompanies its clients on the journey to create great workplaces and help people achieve their best through automation, data-driven insights, and engagement.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for business conducted through Lincoln Financial Advisors Corp. CRN-3152187-070620

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business Radio X is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Arizona Hardhats, Construction, Construction job, Kassidy Hazelton Hardhats

ProfitSense with Bill McDermott, Episode 8: Charlie B. Lewis, Jr. of Lewis Contracting Services

April 13, 2020 by John Ray

North Fulton Studio
North Fulton Studio
ProfitSense with Bill McDermott, Episode 8: Charlie B. Lewis, Jr. of Lewis Contracting Services
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Lewis Contracting Services
Charlie Lewis and Bill McDermott

ProfitSense with Bill McDermott, Episode 8:  Charlie B. Lewis, Jr. of Lewis Contracting Services,LLC

Lewis Contracting Services’ Charlie Lewis joins host Bill McDermott to talk about his company’s growth, surviving the 2008 recession, the challenging projects his firm takes on, developing key talent, and much more. It’s an inspiring story! “ProfitSense with Bill McDermott” is broadcast from the North Fulton Studio of Business RadioX® in Alpharetta.

Charlie B. Lewis, Jr.,  Operations Manager, Lewis Contracting Services, LLC

Lewis Contracting Services
Charlie Lewis, Lewis Contracting Services

Lewis Contracting Services is one of the leading site development contractors in the Southeast.

It is a full service, heavy civil contracting company. They provide a comprehensive range of commercial construction services to various business, government, and educational sectors.

They specialize in clearing and grubbing, grading, excavation, utilities and drainage construction, paving, site clean-up, pump stations, force main retention and detention ponds, collector sewers, and underground piping.

Visit their website to learn more or contact Charlie at 404-522-1538.

About Your Host, Bill McDermott

Bill McDermott

Bill McDermott is Founder and CEO of McDermott Financial Solutions. After over three decades working for both national and community banks, Bill uses his expert knowledge to assist closely held companies with improving profitability, growing their business and finding financing. Bill is passionate about educating business owners about pertinent topics in the banking and finance arena.

He currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn. The complete show archive for ProfitSense with Bill McDermott” can be found at profitsenseradio.com.

Lewis Contracting Services

 

Tagged With: Charlie Lewis, commercial construction, Construction, contracting, Lewis Contracting Services, ProfitSense, ProfitSense with Bill McDermott

Ron Combs – Combs Pest Control, Mike Wofford – JMW Construction Co., LLC

January 28, 2020 by Beau Henderson

North Georgia Business Radio
North Georgia Business Radio
Ron Combs - Combs Pest Control, Mike Wofford - JMW Construction Co., LLC
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Ron Combs – Combs Pest Control, LLC

The average homeowner stays with their pest control provider to 3-5 years. We are proud to serve many customers who’ve been with us since day-one-that’s over 17 years! We believe our customers continue to choose us because at Combs Pest Control – you aren’t a customer, you are family. 

 Many other companies are in the pest control business. We are in the PEOPLE business – we want to EARN your business and continue earning it. 

Don’t let pests and termites control your home! Call Combs Pest Control today to schedule a free consultation and estimate.

With over 26 years of experience, you can bet, that if it has more than 4 legs, we can kill it! 

 

Mike Wofford – JMW Construction Co., LLC

We are a full service contractor serving Gainesville since 1996. We offer CAD design, turnkey building and remodeling, and service work ranging from gutter cleaning to repairs of all types… no job is too big or too small. We take care of your home! Licensed and insured.

Hundreds of satisfied customers!

 

 

Tagged With: Construction, contractors, Dr. bill lampton, Family Business, framing, Georgia, local business, mike wofford, North Georgia, North Georgia Business Radio X, personal, pest, pest control, Prevention, Ron Combs, service, termites

Noelle Moretti and Jodi Ayala with Fidelity National Title and Don Hagan with RWM Home Loans E7

January 3, 2020 by Karen

Noelle Moretti and Jodi Ayala with Fidelity National Title and Don Hagan with RWM Home Loans E7
Phoenix Business Radio
Noelle Moretti and Jodi Ayala with Fidelity National Title and Don Hagan with RWM Home Loans E7
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Noelle Moretti and Jodi Ayala with Fidelity National Title and Don Hagan with RWM Home Loans E7

Noelle Moretti and Jodi Ayala with Fidelity National Title and Don Hagan with RWM Home Loans E7

FNTA-gold-logo-tagline

Through its nationwide network of direct operations and agents, Fidelity National Title provides title insurance, underwriting, escrow and closing services to residential, commercial and industrial clients, lenders, developers, attorneys, real estate professionals and consumers.

With a proud history of more than 150 years, Fidelity National Title Agency is one of the nation’s premier real estate service companies.

As a member of Fidelity National Financial’s family of companies, Fidelity National Title Agency is part of one of the largest title and escrow companies in the United States. We have the most substantial claims reserve in the industry. Let Fidelity show you why customers rely on us for the experience, service and financial strength they need for real estate transactions.

Fidelity National Title Agency is a national leader in title insurance and real estate services. At Fidelity, we offer a complete line of title and escrow services for both residential and commercial transactions as well as a variety of other related services such as Account Servicing, Builder Development, Construction Disbursements, Foreclosure and Multi-County Title.

At Fidelity National Title Agency we are committed to providing you exceptional service. Let Fidelity offer you the price, service, and reliability you expect from a leader in the title insurance industry. Though our nationwide network of offices you’re sure to find a Fidelity National Title Agency branch nearby for all your real estate transactions.

Noelle-Moretti-Fidelity-National-Title-on-Phoenix-Business-RadioX1Noelle Moretti is an Assistance Vice President, Sales Executive with Fidelity National Title and has a demonstrated history of working in the real estate industry. She is skilled in leadership, negotiation, sales, coaching, marketing and account management.

Noelle is a strong sales professional with a Bachelor of Science (B.S.) focused in Honors Business Management from Arizona State University, W.P. Carey School of Business. She specializes in working with residential realtors, investors, builders, developers, commercial brokers and lenders by helping connect them to strategic opportunities in the marketplace.

She is passionate about creating value and leverage for her team and clients.

Connect with Noelle on LinkedIn, Facebook and Instagram.

Jodi-Ayala-Fidelity-National-Title-on-Phoenix-Business-RadioXJodi Ayala was born and raised in Lincoln, Nebraska where she graduated from the University of Nebraska-Lincoln with a Bachelor of Arts degree. Jodi began her escrow career in 2004. She quickly became entrenched in the title and escrow industry.

Just thirty seven days into the industry, she was promoted from the receptionist position and became an Escrow Assistant. She has continued to adjust to our ever changing market. She specializes in residential transactions including investment, builder, construction, land, rental, multi-family, REO, short sales, first time home buyers, for sale by owners, refinance and traditional resale.

Jodi is currently an Assistance Vice President, Escrow Officer and Branch Manager at Fidelity National Title. She strives to build her clients and those around her in our ever changing market.

RWM-logo-horz-fullcolor3

RWM Home Loans is a San Diego based Mortgage Banker, doing business in 15 states, including Arizona. They are a direct lender. They are also an approved Seller/Servicer’s with Fannie Mae, Freddie Mac, and Ginnie Mae so they can offer very competitive pricing. Additionally, RWM has over 41 investor relationships with a wide variety of product offerings to give them added flexibility to broker out harder to place mortgage loans.

Don-Hagan-on-Phoenix-Business-RadioXDon Hagan has over 4 decades of experience in the mortgage industry. He has personally assisted over 3,000 families realize the American Dream as a Mortgage Loan Officer (MLO). He is a former SVP/Division Executive for JPMorgan Chase and until recently headed the Real Estate Lending Department of Desert Financial Federal Credit Union.

Don currently oversees the Arizona market as the Regional Manager for RWM Home Loans. Before moving into middle and senior management roles, Don has held every direct contributor position within the mortgage origination process. Don is passionate about helping individuals and families make one of the most significant investments of their lives. He has served twice as the State President of the Arizona Mortgage Lenders Association (AMLA), and he is an approved instructor for the National Loan Officer Licensing System (NMLS).

Don served as an industry representative on Governor Napolitano’s Arizona Home Preservation Committee helping Arizonians keep their home; and was part of the team to help implement the Safe Act requirements within Arizona’s Title 6 Banking Statutes.

When not working, Don loves spending time with Deb, his wife of 35 years, and their 4 kids. He enjoys backpacking and camping throughout Arizona, and volunteering his leadership skills at the Troop and District levels of the Grand Canyon Council of the Boy Scouts of America.

Follow RWM Home Loans on LinkedIn, Facebook, Twitter and Instagram.

About This Show LawgitimateLogo

Lawgitimate and its awesome guests highlight everyday financial topics including credit scores, debt management, small business, and real estate.

Lawgitimate’s goal is to raise awareness and provide the full perspective, including the legal lens attorneys use to address these complicated and fun topics.

About Your Host

RochellePoultonHeadshotRoundRochelle Poulton is an attorney and owner of AZCLG. Rochelle has been helping people with Credit and Debt issues since 2012, owns several small businesses, and has nearly 20 years of real estate experience.

Rochelle created Lawgitimate to bring in a network of awesome people to raise awareness and educate people about the litany of legal issues she faces everyday at AZCLG.

About AZCLG azclg-circle-web-transparent-bkgd1

The Arizona Credit Law Group, PLLC aka AZCLG is a consumer rights law firm in Tempe, AZ helping people with Credit Repair, Debt Settlement, and Bankruptcy.

We are small but mighty and love helping people get back on track financially. Learn more about us at azclg.com.

Tagged With: Construction, developer, development, fidelity phoenix, fix and flip, home loans in Phoenix, Innovation, investment, Investor, mortgage adviser, new development, Phoenix real estate collaborative, real estate, realtor, Residential, RWM Home Loans, strategic marketing, title and escrow, VA Home Loans in Arizona

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