estate planning Archives - Page 2 of 12

Tuff Yen, Seraph Group

February 21, 2023 by John Ray

Business Beat

Tuff Yen, Seraph Group

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Frazier & Deeter’s Business Beat: Tuff Yen, Seraph Group

Tuff Yen, Founder and Managing Partner of Seraph Group, joined this edition of Business Beat to discuss his venture capital investment firm and their work. In a discussion with Frazier & Deeter’s Roger Lusby and Matt Foster, Tuff talked about Seraph Group and its mission, his move to Milton from the Bay Area, how Seraph is investing locally, trends he’s seeing, what Seraph is looking for in investments, how investors can get involved, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Seraph Group

Unlike a traditional venture fund, Structured Angel Fund offers a 20+ portfolio of seed and pre-seed stage investment into high-risk/high return technology startups. Investors not only gain a diversified portfolio, but also have the opportunity to co-invest on a deal by deal basis above his managed portfolio. This two-prong approach provided investors with a managed fund by the General Partner and a self-directed investment portfolio by investors.

SAF is popular with C-level executives and entrepreneurs. For the busy individuals whose time is limited, the managed portfolio is not only a low-cost way of investing in startup, but a more efficient acquisition of diversification. For individuals who have strong domain knowledge and operating experience, SAF offers investors the opportunity to work with startups first-hand.

Seraph Group’s approach to angel investment addresses and solves many challenges experienced by localized angel organizations. Their national reach for deal flow, 400+ domain experts, professionally managed process and 19 years history of success established the company as the premier professional organization in the United States.

Seraph Research Foundation was founded to help the local community build a successful capital source for startups based on almost two decades of learnings from personally invested in 130+ companies. As technology continues to play a significant role in the economy, and many accelerators and incubators graduate companies, the growth of risk capital has not caught up with the demand.

Few communities or organizations have experience in organizing angel investment groups. Seraph Research Foundation will assist local communities in a public private partnership to help educate, train, organize and manage an angel investment group, a vital component of keeping promising companies local, translating into economic growth, job creation and tax revenues.

Seraph Research Foundation has established local angel investment groups in Austin Texas and Lubbock Texas.

Company website | LinkedIn | Twitter

Tuff Yen, Founder and Managing Partner, Seraph Group

Tuff Yen is the founder Seraph Research Foundation, a non-profit dedicated to the education and training of angel investors and working with the local community to establish angel/seed investment organization to help the public and private effort on growing the economy. He is also the founder of Seraph Milton, a north Fulton Georgia based angel investment group.

Mr. Yen is also the founder of Seraph Group, an investment firm that brings together successful individuals to create wealth through ownership of private enterprises. Seraph Group was founded in 2004 and is now the largest, and only global angel investment fund group that specializes in backing high-tech startups.

Mr. Yen started his career in the biotechnology industry with a degree in Microbiology and Immunology from the University of California Berkeley. He worked at Genentech and Amgen, two leading biotechnology companies in northern and southern California. After graduating from the Yale School of Management in New Haven Connecticut, Mr. Yen began his venture capital career at Chemical Venture Partner, the private equity and venture capital arm of Chemical Bank, then managing $8 Billion in New York City. Chemical Bank later merged with Chase Manhattan Bank and then JPMorgan Bank, and the group became JPMorgan Partners which then managed close to $20 Billion. Mr. Yen subsequently joined a Hambrecht & Quist’s affiliated $1.6billion fund in San Francisco.

With an extensive venture capital background on both coasts, Mr. Yen saw an opportunity to deliver a new investment platform for accredited investors and launched Seraph Group in 2004. He introduced Structured Angel Fund™, a venture capital fund designed specifically for angel investors and family offices to gain access to a diversified portfolio of seed stage startups and with the right to co-invest on a deal-by-deal basis. This GP-managed and LP-curated fund attracted close to 400 investors from 120+ cities in north America, Europe and Asia, many of them Fortune 500 C-level executives, entrepreneurs, technologists, innovators, investment and operating professionals.

Mr. Yen led Seraph Group and invested north of $120 million into 130+ companies. He reviewed between 300 and 400 investment proposals each year and was responsible for all aspects of an investment, from sourcing, investigating, conducting due diligence, and structuring. Mr. Yen has gained experience in investing in a wide variety of industries, including manufacturing, distribution, entertainment, publishing, information technology, Internet, enterprise software, cybersecurity, aerospace, medical and life sciences.

LinkedIn | Twitter

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

Relationships Matter E35

August 22, 2022 by Karen

Phoenix Business Radio

Relationships Matter E35

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Relationships Matter E35

Relationships matter, in life and in business. That is the theme that ran through this episode of Collaborative Connections Radio Show and Podcast. Host, Kelly Lorenzen, was joined on-air by her client, Steve Russell, Realtor with Keller Williams Arizona Realty along with Jim Hutelmyer Loan Officer/ Branch Manager at Primary Residential and Anjali Patel with Tyler Allen Law Firm.

Here are a few takeaways from the show… Surround yourself with people you know, like and trust and life will be so much better. If you are thinking about buying or selling real estate, or have a problem with your HOA, talk to professionals who understand the complexities of the industry. Don’t get complacent. Always be marketing, growing and stretching yourself. It is ok to want to make money. That shouldn’t be taboo. Just do it ethically. They call it Conscious Capitalism for a reason. 😁

Steve Russell has worked for Keller Williams Arizona Realty as an independent real estate agent in the Scottsdale area since 2009.

The ability to make people smile is one of his strongest qualities and having this is important when it comes to finding or selling your next home.

As someone who has been selling real estate since 2007, Steve Russell knows that searching for your perfect home or trying to sell your home can be a long and draining process. So why not make it as fun and enjoyable as you possibly can?

As a top Keller Williams Arizona Realty agent, it’s Steve’s job to keep you informed and knowledgeable about the market. Keeping your family on track as we go through the process together is what he do best. His strong work ethic and good communication skills were formed during a very successful 12-year television career.

When he is not helping people make amazing lifestyle changes through real estate, you can find Steve hiking (he once hikes 100 days in row,) going to the gym or playing golf with friends.

Connect with Steve on Facebook, Twitter and Instagram.

The exceptional Phoenix lawyers of the Tyler Allen Law Firm are committed to providing you with unparalleled legal counsel. With over 30 years of combined experience, our legal professionals’ objective is to meaningfully contribute to our clients’ success by providing a personalized service in a timely manner.

Anjali Patel has defined her career as a strong advocate for small business owners and individuals, assisting her clients in all aspects of civil litigation and transactional matters.

She now focuses her practices on business formation and strategy, estate planning, and employment matters, providing creative and practical solutions to avoid costly litigation.

Attorney Anjali Patel was born and raised in the Phoenix metropolitan area and is now proud to call Tempe home. Anjali serves on the Board of Directors for the Tempe Community Council volunteering her time to address the human services needs of her local community.

During law school, Anjali interned for U.S. Representative of Arizona Gabrielle Giffords and externed with U.S. District Court Judge Stephen McNamee. She holds an undergraduate degree in Molecular Biosciences and Biotechnology and a Certificate in History and Philosophy of Science. Anjali is also a National Merit Scholar.

Admitted: Arizona, U.S. Dt. Ct. of Arizona

Law School: University of Arizona, James E. Rogers College of Law, J.D.

Undergraduate: Arizona State University, B.S. Molecular Biosciences and Biotechnology

Awards and Distinctions: Selected for inclusion in The Best Lawyers in America©: Ones to Watch in the area of Commercial Litigation, 2021-2022

Connect with Anjali on LinkedIn and follow Tyler Allen Law Firm on Facebook and Instagram.

PRMI is a national mortgage company located in 49 states.

Jim Hutelmyer has been a mortgage loan office in AZ since 2001. He is well within the top 1% for loan origination in the country with over $108,000,000 in loans written last year.

Jim and his wife Kristin have two daughters Taylor and Jayden. In his free time he enjoys traveling with his family, golf, and following his favorite sports teams.

Connect with Jim on Facebook and Instagram.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business.

She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM is a one-stop support shop for small business owners who are starting, growing, or trying to sustain. Our purpose is to foster the growth and prosperity of small businesses in our community.

Entrepreneurs & small business owners come to KLM for support in all areas of business. KLM clients think of us as a concierge, business snuggy, another arm, or duplicate for the business owner; They call us when they need us. Business owners can continue to do what they love while having the support they need when they need it.

About Your Host

Kelly Lorenzen, CEO of KLM, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Good Foundations E101

April 21, 2022 by Karen

Phoenix Business Radio

Good Foundations E101

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Good Foundations E101

In this episode of Tycoons, Todd Jarvis joins the show to talk about the importance of estate planning and how that integrates with business consulting. Todd’s background in the sciences makes him uniquely qualified in understanding technology, systems, and automation. But it was his personality that led him to connect with clients and move away from being a transactional attorney to putting counselor and advisor back into the job description.

Todd uses the LIFT strategy (you have to tune in to learn what that means) to help identify holes in a foundation so he can build a plan to fill gaps and introduction strategic partners, all in an effort to make sure your business is strategically sound and geared towards moving forward. It’s important to build upon a strong foundation so that business owners have confidence as they grow. You’ll also learn about the difference between contingency vs succession planning and why it’s important to have both in place. This is a great episode full of valuable information for business owners.

Jarvis works with parents and entrepreneurs who are committed to impacting their family, business, and community as whole. We help you work through your goals so that you can answer the call to serve those who can benefit from your stewardship, guidance, services, and products.

As an entrepreneur, husband, and father it was obvious to Todd that the standard, traditional law firm model doesn’t support families and businesses. We aren’t just document drafters, we are partners with families and entrepreneurs. We advise and have disrupted the legal industry in many ways, namely: transparent fixed pricing; day-to-day, strategic proactive business advising; and an ongoing supportive relationship.

At Jarvis, we’re proud of doing things differently. We believe that meaningful, personalized legal and business guidance should be accessible. It should stem from a partnership built on mutual trust and understanding.

Todd Jarvis is an entrepreneur at heart. Before attending law school he worked in the technology arm of a Fortune 500 company. When the company wanted to innovate and try new departments or processes, Todd was called upon to implement these innovations.

Wanting to be involved in all aspects of business development and growth, he decided to attend law school where he could work as counsel for business owners and be involved in multiple projects at once.

He fostered a strong tech background by earning a BS in bioinformatics at Brigham Young University and then a Masters in Genetics com concurrently with his JD. He can talk the talk with tech companies. With his scientific training he was able to sit for and pass the patent bar and is a registered patent attorney.

On the personal side Todd is a husband and father. He and his wife Jayna have seven children together. It is his focus on family that has led him to broaden his practice to include estate and legacy planning services for families, both those who do and don’t own businesses. This gives him a unique ability to truly help protect all aspects of a business owner’s life: both in and out of the business.

Connect with Todd 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

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.

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

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.

Gary Braun is a Founder and co-owner of Pivotal Advisors. In his role at Pivotal, Gary is primarily responsible for business development but, he’ll gladly take on few clients in a consulting role. Gary speaks with and partners with other firms that help drive top-line growth.

Gary, helps organizations define where growth is coming from, helps them hire and/or develop the sales team, identify ideal clients and markets, and leverage true differentiators (even in commodity markets). He also implements sales processes, targets specific KPIs, increases activity, creates and applies sales compensation plans, and develops sales leadership skills.

Pivotal Advisors LLC is dedicated to creating a community of people who strive for excellence in sales and leadership. A Sales Operating System is the model for how to achieve excellence. Leadership is the First Factor of success in any sales organization. Therefore, building and developing leaders responsible for generating revenue is critical for growth.

Follow Pivotal Advisors on LinkedIn, Facebook and Twitter.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Gary Braun and Pivotal Advisors are separate from and not affiliated with Backbone Planning Partners/Lincoln Financial Advisors.

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-4666096-040822

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.

Michelle Wilson, Wilson Legal

February 1, 2022 by John Ray

North Fulton Business Radio

Michelle Wilson, Wilson Legal

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Michelle Wilson, Wilson Legal (North Fulton Business Radio, Episode 429)

Michelle Wilson, attorney and founder of Wilson Legal, joined host John Ray to discuss estate planning, real-life solutions for client needs, the pre-planning parents can do to make estate settlement easier for their children, why estate planning documents need maintenance and updating, and much more. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Wilson Legal

Wilson Legal was founded by Michelle Wilson to serve the needs of individuals and families for estate planning, wills, probate and trust administration, and special needs planning for minors and adults.

In addition to a clear, streamlined process for her clients, Michelle also offers office hours to her clients to make sure they have their questions answered.

Michelle recommends the poem Reincarnation by Wallace McCrae

Company Website | LinkedIn

Michelle Wilson, Attorney, Wilson Legal

Michelle Wilson is an attorney and single mom in Cumming, Georgia.

Michelle has specialized in estate planning, elder care, probate, and special needs since 2008. 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 – to add the twinkle of joy back into their eye. 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.

Questions and Topics Discussed in this Episode

How are your services different?
Why do people need estate planning?
What are some of the issues involved that call for an estate plan?
What are some red flags in estate planning?

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

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

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

Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses

January 26, 2022 by Garrett Ervin

Gwinnett Studio

Lessons from the Trenches 2.0: Avoiding Family Disputes over Money, Estates, and Businesses

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Gaslowitz Frankel partners Adam Gaslowitz, Craig Frankel, and Robert Port discuss how to avoid family disputes over money, estates, and businesses.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Women Changing the World with Lynda Bishop and Catherine Scrivano E1

January 24, 2022 by Karen

Lynda-Bishop-with-Summit-Alliance-Solutions-and-Catherine-Scrivano-with-CASCO-Financial-Group-feature

iNudge

Women Changing the World with Lynda Bishop and Catherine Scrivano E1

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Women Changing the World with Lynda Bishop and Catherine Scrivano E1

Welcome to the first episode of iNudge with phenomenal guests, Lynda Bishop, Founder/CEO of Summit Alliance Solutions, LLC and Catherine Scrivano, President of CASCO Financial Group.

Listen in as Karen, Lynda, and Catherine share their wisdom and insight as to how they nudge their clients (and themselves) to living their best life.

From mental health and wealth management, to personal development and organizational success, they cover a lot of ground during this “fireside” chat.

We’d love to hear your takeaways and input!

Be sure to connect with Lynda, Catherine and Karen via Linkedin and their websites – see their individual bios below.

Summit Alliance Solutions, LLC, providing exceptional custom entrepreneurial advancement programs, education, workshops, mastermind facilitation and coaching services across the nation.

They specialize in programs focused on the advancement of women business owners, women in business, relationship improvement, and the next generation of entrepreneurial youth.

Started in 2008 by Lynda Bishop, President and CEO, Summit Alliance Solutions is based in Phoenix, Arizona, and has a small and mighty team of five employees across three states to serve clients across the country.

Lynda Bishop is a certified executive and empowerment coach, a master’s level mental health therapist, relationship advisor, speaker, author, and an international women’s leadership development facilitator.

She serves in many roles focused on the professional and personal advancement of women and youth nationwide.

She is Vice President of National Programs for the National Association of Women Business Owners Institute for Entrepreneurial Development where she creates and delivers their menu of programs offered to business owners and organizations of all sizes (from start-ups to multi-million-dollar businesses). She facilitates professional mastermind groups across the country to support women leaders in their personal, family and business lives.

As the Executive Director for the Aspiring Youth Academy, Lynda leads an exceptional team focused on serving entrepreneurial youth across Arizona from underserved communities and foster care to help them gain the confidence and skills needed to create their own powerful futures.

Lynda is the national mastermind facilitator and is an executive coach for the Network of Executive Women’s Rising Stars Program, whose mission is advancing all women, growing business and transforming our workplaces through the power of community and gender equality.

She loves the travel that her work and play bring her. On per personal time, you may find her in Corpus Christi, TX with her grandchildren, or in Arizona camping, hiking, being outdoors just about anywhere and likely with her beloved husband and four-legged companions by her side.

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

CASCO Financial Group was founded to help people create the financial strength needed to achieve their dreams and build money power. They offer education , encouragement and enlightenment to help you accomplish what is important to you.

CASCO Financial Group’s goal is to help people realize their dreams! They believe that everyone has a goal to be, do or have something… and these dreams often have a financial component. They help people create the financial strategies to achieve those goals…and being part of that experience is the greatest honor of all.

Catherine Scrivano is the President of CASCO Financial Group. She started her business to help people create the financial strength they need to achieve their dreams. She believes you don’t have to be wealthy to be wise!

Catherine has been board chairperson, board member and participated in an advisory capacity to several organizations that promote equality in the workplace and in our community. Other endeavors include support of local and independent businesses, both as an advisor and as a consumer.

In 2016 she was named a finalist for the ATHENA award by the Greater Phoenix Chamber of Commerce and recognized as an Outstanding Woman in Business by the Phoenix Business Journal. In 2017 she received the Dorothy Wiley Award, the highest recognition offered by the YWCA Metropolitan Phoenix, and has been named one of the Most Influential Women in Arizona by Arizona Business Magazine. She just learned she is being honored as the 2022 Growth Leader by Athena Valley of the Sun.

Catherine has written articles published in local and national media, and regularly appears on television, radio and in print and online media outlets. She regularly shares advice about money on The Women’s Eye Podcast.

Follow CASCO on LinkedIn, Facebook and Twitter.

About iNudge Radio Show and Podcast

“Sometimes we need a good kick-in-the-pants to hurl us in the direction of our dreams; and other times, we just need a flick or a nudge. Either way, there is a force catapulting us forward.” ~ Karen Nowicki

High wealth professionals and extraordinary people profess they didn’t get to mastery without the guidance, strategies and support offered by those who have traveled similar paths before them. And, they’ll likely be shouting it from the roof tops with their arms stretched out to welcome you and to encourage others to do the same.

You see, believing in oneself, having a growth mindset, and never giving up, were never meant to be best kept secrets. Quite the opposite. Becoming the best version of ourselves is imperative frankly, it is our birthright and there is a standing invitation for all of us to show up as big and as bright as we can.

Is it really that easy? Oh, hell no. For some, it’s a grueling process…which is why most need professional champions and skilled cheerleaders to help them along the way.

iNudge is committed to helping you succeed, with a little nudge whenever you need it. We want to see you win and know you can Let us show you how.

About Your Host

Success. It is like a puzzle. You must have the puzzle box lid to see the big picture and know what your life, influence, income, and reach should be.

No matter if we are talking about:

How to take your skillset and grow it into a multi-million dollar business.
How to take your business brilliance and build it into lifelong influence and buying customers.
How to overcome those moments of overwhelm and self-sabotage (all together or at least a heck of a lot faster), so you can hit those next levels of success sooner and stronger.

Karen Nowicki has you covered.

The ultimate problem solver and solution finder, Karen’s natural perspective is understanding what you want, need, and how to make it a reality.

With advanced training and certifications in several modalities and disciplinary specialization, including: Facilitative Leadership, Organizational Development, Strategic Planning, Trauma Integration & Shadow Integration, Karen knows the business of business as well as the business of people. She will nudge you, walk alongside you, and guide you along the way.

No matter if you are building your industry influence, client relationships, or working on how to grow, scale, or accelerate your business to the next level, Karen is dedicated to helping you build your success puzzle while showing you the hidden opportunities that await.

Connect with Karen on LinkedIn, Facebook and Instagram.

PHELAN & MYERS 2 FOR 20: Estate Planning

November 23, 2021 by Garrett Ervin

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: Estate Planning

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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.

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
sphelan@janney.com

Eric Wilborn/Stewart Melvin & Frost

Eric joined the probate and estate planning section of Stewart Melvin & Frost in 2016. He previously practiced law with Hollberg & Weaver, LLP in Buckhead, a litigation law firm specializing in personal injury, federal court litigation, business and complex litigation, divorce defense, and estate planning. Previously, Eric practiced in Gwinnett County primarily in the areas of probate, guardianship and conservatorship issues.

Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

October 27, 2021 by Garrett Ervin

Gwinnett Studio

Harnessing Your Family’s Human and Intellectual Capital: The Key to Sustaining Wealth for Generations

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Natalie Smailes/Director of Governance, Center for Family Legacy at Truist

Natalie Smailes joined Truist Wealth in 2015 and is a Senior Vice President and the Managing Director of Strategic Client Development within the Center for Family Legacy. Natalie works with the Center for Family Legacy team to deliver the full breadth of Governance and Education to new Truist Wealth clients. Natalie introduces clients to the Center for Family Legacy’s proprietary tools and processes specifically designed to help families increase their chances of sustaining wealth over generations. Natalie will work alongside GenSpring’s wealth advisors as they help clients identify wealth objectives and develop appropriate methods for governing their shared assets.

In addition to this role, Natalie is the lead coordinator of the Truist Wealth Reserve offering. Natalie works across the firm to educate partners about the delivery of family meetings and the education programs, working with the Center for Legacy governance and education teams to manage and implement the effort.

Michael Covington/Trust Advisor at Truist

As a Trust Advisor, Michael Covington helps his clients take a comprehensive, strategic approach to financial planning even in the early stages of asset accumulation. Utilizing an in-depth financial needs assessment and in partnership with Truist specialists in Banking, Strategic Credit, Risk Management, Investments and Trust & Estate Planning, he develops recommendations tailored to his clients’ needs, priorities and preferences.

Michael attended Campbell University where he earned a M.B.A. He currently maintains the Certified Trust Financial Advisor (CTFA) designation. After completing the trust certification at Campbell University, Michael spent several years assisting clients with special needs trust planning. He is a board member for the Estate Planning Council of North Georgia and a member of the Atlanta Estate Planning Council. He has been in banking for more than 27 years.

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Chris Smith, CB Smith & Associates

October 22, 2021 by John Ray

North Fulton Business Radio

Chris Smith, CB Smith & Associates

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Chris Smith, CB Smith & Associates (North Fulton Business Radio, Episode 401)

Chris Smith joined host John Ray to discuss his career journey, why he started CB Smith & Associates, and how his people-first, team-oriented approach has led to both superior results for clients and an ability to attract and retain top-notch professionals to the firm. Chris also addressed why it’s vital that business owners have a CPA who can help them with year-round issues beyond the tax return, including business process automation and succession planning. North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Chris Smith, CPA, CGMA, Founder and Partner, CB Smith & Associates

With 30 years of financial experience, Chris Smith is passionate about his work. Since founding CB Smith & Associates in 2003, he has led the accounting firm’s growth from one to three office locations in Georgia. It now has nearly 35 employees, including a solid team of certified public accountants and other tax professionals.

CB Smith & Associates is a business advisory and full-service accounting firm that works in tandem with its sister company, Reliance Payroll LLC, a full-service payroll, and human resources outsourcing firm.

Prior to starting his own firm, Chris was a corporate controller. He earned a degree in accounting from Georgia State University’s J. Mack Robinson College of Business, and is active in local community groups such as the Rotary Club and numerous CPA groups.

Questions and Topics Discussed in this Episode

Tell us about what you do for businesses at CB Smith & Associates
Accounting is more than just doing taxes, what types of special business packages do you offer businesses?
Succession Planning is an important part of business. How do you advise on this?
Your team loves to help with Business Process Automation. Explain what this is and why important.
Pending tax law changes