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Andy Kalajian of Fort Leadership, Dixie McCurley with Cherry Bekaert, Tanya Osensky of Osensky Law LLC

August 16, 2021 by John Ray

Family Business Radio
Family Business Radio
Andy Kalajian of Fort Leadership, Dixie McCurley with Cherry Bekaert, Tanya Osensky of Osensky Law LLC
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Andy Kalajian of Fort Leadership, Dixie McCurley with Cherry Bekaert,  and Tanya Osensky of Osensky Law LLC (Family Business Radio, Episode 23)

Legal, accounting, and executive leadership development may be something business owners consider doing themselves, but host Anthony Chen’s guests on this Family Business Radio episode discuss when its time to get professional support to deliver faster and more reliable results. Andy Kalajian with Fort Leadership discussed how mindset impacts the success of a business, Dixie McCurley talked about the need for proactive expert accounting, and attorney Tanya Osensky discussed how properly written contracts are necessary for any business. Finally, Anthony offers some advice about when to bring in an outside perspective. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Andy Kalajian, Founder and President, Fort Leadership and Sales Consulting, LLC

Andy Kalajian, Founder and President, Fort Leadership and Sales Consulting, LLC

Fort Leadership and Sales Consulting, LLC is a Professional and Personal Development company that creates healthy corporate cultures by developing the personal and professional leadership capacity of the person. Fort Leadership and Sales Consulting, LLC believes that a healthy Corporate Culture benefits the business leader and the employee alike, and it enhances the customer experience.

The culture on the inside of a company is what the customer experiences on the outside of the company. That is the customer experience. But if this is true, why do so many employees feel that their corporate culture is not where it needs to be? Why do some employees describe their corporate culture as dysfunctional or even toxic? How does this dysfunction impact the customer experience? Furthermore, why do some business leaders when asked “how many employees work for you?” respond by saying, “about 1/2”!
Demographic studies indicate that in 5 years up to 75% of the employees will be millennials. That means that for a business leader to be able to attract and retain the best talent from the biggest pool of talent, the business leader must have a healthy corporate culture.

But if a healthy corporate culture is what the employer and the employee is looking for, what does a healthy corporate culture look like? How is a healthy corporate culture created? The answer is Leadership! Fort Leadership and Sales Consulting creates healthy corporate cultures through Leadership Development. Leadership development is all about Character. After all, when we talk about corporate culture, what we are really talking about is corporate character. Corporations are made up of people. And people bring their character to work. So, it only stands to reason that when a collection of people brings their collective characters to work, a corporate character or a corporate culture is created.

Fort Leadership and Sales Consulting, LLC is creating healthy corporate cultures.

Company website | LinkedIn | Instagram

Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Lead, Cherry Bekaert

Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Lead, Cherry Bekaert

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert LLP provides guidance and support that helps our clients move forward to reach their organizational goals. We will ignite growth with integrated, forward-looking industry solutions that effectively deliver on our Client Promise, and we will deliver this growth by empowering our people and investing in efficient innovative processes to become the Firm of the Future.

Company website | LinkedIn | Twitter

 

Tanya Osensky, Owner, Osensky Law LLC

Tanya Osensky
Tanya Osensky, Owner, Osenksy Law, LLC

Osensky Law’s business model is designed around being more cost-effective and efficient for clients. No fancy office space. No staff. No run-around. When you call Tanya, you get Tanya. Not a paralegal; not an administrative assistant; not a receptionist. You won’t be transferred among several people. You don’t have to explain things twice to someone else. Nothing gets lost in translation.

Osensky Law is different from other law firms because Tanya’s experience comes from working inside the business, rather than an outside law firm.  Unlike a traditional law firm, which is motivated to bill more hours by unnecessarily prolonging or over-complicating matters, Tanya’s focus is on providing business value to clients. Being a company’s in-house legal counsel gives a lawyer a unique insight into what kind of legal support a business wants and needs – not just technically correct legal advice, but strategic problem-solving.

Company website | LinkedIn

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: Accounting, Andy Kalajian, Anthony Chen, business law, Cherry Bekaert, Dixie McCurley, Family Business Radio, Fort Leadership and Sales Consulting, in-house legal counsel, Lighthouse Financial Network, Tanya Osensky

Chris Miller, North Fulton Wills, and Andrew Walker, Brady, Ware & Company

July 16, 2021 by John Ray

North Fulton Wills
Family Business Radio
Chris Miller, North Fulton Wills, and Andrew Walker, Brady, Ware & Company
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North Fulton Wills

Chris Miller of North Fulton Wills and Andrew Walker with Brady, Ware & Company (Family Business Radio, Episode 22)

Both Chris Miller of North Fulton Wills in law and Andrew Walker in accounting with Brady, Ware & Company developed a passion for their respective disciplines starting in high school. They shared how they enjoy using their expertise to serve individuals, families, and businesses with host Anthony Chen. Chris Miller discussed probate and what happens when a business owner passes away, either with or without proper planning. Andrew expounded on the current state of the construction industry, prices, the impact of the pandemic on business, and much more. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Chris Miller, Owner, The Law Offices of J. Christopher Miller

J Christopher Miller, Owner at Law Offices of J. Christopher Miller, PC (North Fulton Wills)

The Law Offices of J. Christopher Miller, known in the community as North Fulton Wills, is a team of three attorneys and a highly skilled office manager. Its mission is to provide capable legal representation in a welcoming atmosphere.

Whether guiding clients in starting their business, helping form special needs trusts, or helping surviving spouses and family members through the grief of losing a loved one, they are there for their clients every step of the way.

North Fulton Wills helps guide clients throughout their decision-making process and walk them step by step through often difficult decisions. The ultimate goal is to make sure that all clients understand how their documents will carry out their wishes.

J. Christopher Miller focuses his time in the areas of trusts and estates, taxation, and business law. His experience with all angles of estate administration informs his common-sense style of practicing law and helps him to form estate plans that suit each client’s situation.  Chris has helped to broker reasonable settlements in a number of intra-family disputes and has successfully guided clients through estate tax filings and audits.

Chris enjoys his work in the special needs community, regularly discussing the use of Special Needs Trusts at the seasonal conferences of the Down Syndrome Association of Atlanta.   He also serves on the faculty of several CLE seminars regarding Georgia’s probate code and its Limited Liability Company (LLC) Act.  He uses his experience in counseling small businesses as a basis for workshops on drafting strong, flexible Operating Agreements for use in a variety of family business and commercial situations.  In 2014, he wrote a chapter titled “Asset Protection Planning” for a guidebook written for physicians and healthcare professionals.

Chris resides in Johns Creek with his wife, Sharon, and a 7-year-old daughter.

Chris has been recognized as one of Georgia Trend’s Legal Elite in the field of Taxes, Estates, and Trusts both in 2009 and in 2014.

Chris was also voted best attorney in the North Fulton Family Life 2014 “Best of life” contest.

Company website | LinkedIn

Andrew Walker, CPA, MBA, Brady Ware & Company

Andrew Walker, CPA, MBA, Brady Ware & Company

Brady Ware & Company has guided clients through complex financial and tax issues since the early 50s. They combine unparalleled tax, audit, and advisory expertise with industry-specific knowledge. And they work with you collaboratively and efficiently to create the custom financial solutions that fit your needs. Brady Ware’s solutions keep you compliant, minimize your tax burden, improve operations, and free up the capital your business needs to grow.

Andrew joined Brady Ware in 2012 and has over 10 years of experience in public accounting and private industry.

Andrew specializes in audit, review, and advisory services for small to medium sized construction companies, contractors and EPC’s looking to grow and increase profitability.

Company website | LinkedIn

Anthony Chen, Host of Family Business Radio

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: Andrew Walker, Anthony Chen, Brady Ware & Company, estate planning, Family Business Radio, J Christopher Miller, North Fulton Wills, wills and estates

Rick Roberts, Voices Choices & Solutions, Rayna Neises, A Season of Caring, and Bradley Thomas, Inspire Everyday Fitness (Family Business Radio, Episode 19)

April 14, 2021 by John Ray

Voices Choices Solutions
Family Business Radio
Rick Roberts, Voices Choices & Solutions, Rayna Neises, A Season of Caring, and Bradley Thomas, Inspire Everyday Fitness (Family Business Radio, Episode 19)
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Rick Roberts, Voices Choices & Solutions, Rayna Neises, A Season of Caring, and Bradley Thomas, Inspire Everyday Fitness (Family Business Radio, Episode 19)

The themes for this edition of “Family Business Radio” with host Anthony Chen were care for aging loved ones and maintaining health and wellness, as guests Rick Roberts of Voices Choices & Solutions, Rayna Neises of A Season of Caring, and Bradley Thomas of Inspire Everyday Fitness joined the show to discuss how they serve through their respective businesses. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Rick Roberts, Partner, Voices Choices & Solutions

Voices Choices Solutions
Rick Roberts, Voice Choices & Solutions

Voices Choices & Solutions has been in business since 2017 as a full-service placement service to Seniors and their families when looking for Assisted Living, Personal Care Homes, and Nursing Homes. There is no fee to the family for their services.

Voices Choices & Solutions specializes in Senior Care Placement within the Atlanta metropolitan area. They work with seniors and their families to find just the right personal care options to meet their specific needs. Voices Choices & Solutions (VCS) was founded by Rick Roberts, an Elder Care Mediator and Senior Care Specialist. As an Eldercare Mediator, Rick leads the VCS team in helping families make difficult life-changing decisions. If the decisions involve senior care placement, the VCS team is able to help families in navigating the maze of issues associated with personal care options.

Company website | LinkedIn

Rayna Neises, Certified Coach/ Author, A Season of Caring

Rayna Neises, A Season of Caring

A Season of Caring is owned and operated by Rayna Neises an ICF Associate Certified Coach with certifications in both Life and Leadership Coaching from the Professional Christian Coaching Institute. She specializes in supporting those who are in a season of caring for an aging parent.  A Season of Caring offers private coaching, monthly online support groups, a variety of workshops with a membership option coming soon.
Caregivers don’t need to aimlessly wander through this season, they can have the guidance and support they need in order to be able to look back with no regrets once they have walked their parent all the way home.

Rayna has also published a book with Morgan James Publishing sharing heartwarming stories and practical takeaways from her experience of caring for her father in the last years of his journey with Alzheimer’s.  No Regrets: Hope for Your Caregiving Season is a must-read.

Rayna is the host of “A Season of Caring”, a weekly podcast where she interviews family caregivers and caring professionals to offer Hope for Living, Loving and Caring with No Regrets to her listeners.

Rayna lost both of her parents to Alzheimer’s disease twenty years apart. After her season of caring for her dad through his journey, she founded A Season of Caring Coaching where she offers encouragement, support, and resources aimed at preventing family caregivers from aimlessly wandering through this important season of life.

Rayna lives on a farm in southeast Kansas with her husband, Ron, and a small pack of dogs. She is the baby of her family, but most would never guess that. She is a former teacher and enjoys crafts of all kinds and spending time with her grandkids most of all.

Company website | LinkedIn | Facebook

Bradley Thomas, Owner, Inspire Everyday Fitness

Bradley Thomas, Inspire Everyday Fitness

Inspire Everyday Fitness (IEF) is a company here to help people to reach their goals through healthy lifestyle choices and plant-based nutrition. IEF was founded in 2018 and has been an evolution. IEF currently posts weekly plant-based recipes and offers a 21 Day Whole Foods Plant-Based Program and 1:1 Coaching. IEF is helping people to achieve awesome results, and our tag line is “your success helps and inspires others”. We believe that so many people, whether they know it or not are depending on you to show up and to be successful, and that as you are successful you will inspire and help others around you to become successful as well.

Bradley Thomas is the owner of Inspire Everyday Fitness, a newlywed, and born and raised in Mississippi. Bradley has 10 years of experience in corporate accounting and has been the owner of Inspire Everyday Fitness for going on 3 years. Bradley is a certified health coach and certified personal trainer who has a passion for health and fitness, helping people, and lifelong learning among other things. Bradley is also plant-based and has incorporated the plant-based diet into Inspire Everyday Fitness as well. Bradley is a driven person who wants to help to make this world a better place and who wants to leave a strong legacy for future generations.

Company website | LinkedIn | Facebook

Anthony Chen, Host of “Family Business Radio”

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: A Season of Caring, Anthony Chen, Caregivers, elder care, Family Business Radio, Inspire Everyday Fitness, Lighthouse Financial Network, Rick Roberts, senior care placement, VCS, Vegan, Voices Choices Solutions

Felicia Darling, DTSpade Specialized Real Estate, Jade Getchell, Enlighten Design & Marketing, and Richard Rehme, Intelligent Office (Family Business Radio, Episode 15)

December 11, 2020 by John Ray

DTSpade Specialized Real Estate
Family Business Radio
Felicia Darling, DTSpade Specialized Real Estate, Jade Getchell, Enlighten Design & Marketing, and Richard Rehme, Intelligent Office (Family Business Radio, Episode 15)
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Felicia Darling, DTSpade Specialized Real Estate, Jade Getchell, Enlighten Design & Marketing, and Richard Rehme, Intelligent Office (Family Business Radio, Episode 15)

Host Anthony Chen welcomes Felicia Darling of DTSpade Specialized Real Estate to discuss commercial real estate issues for business owners. Jade Getchell, Enlighten Design & Marketing, also joined the show to share her work as a “marketing department for hire,” while Richard Rehme, Intelligent Office, discussed how he helps business owners with offices and administrative services. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Felicia Darling, Commercial Brokerage Partner, DTSpade Specialized Real Estate

Felicia Darling, DTSpade Specialized Real Estate
Felicia Darling, DTSpade Specialized Real Estate

DTSpade is an Atlanta commercial real estate firm committed to helping Clients within Healthcare, Medical, Dental, Government, and Pre+Equity organizations make excellent decisions on office space. DTSpade brokers are Partners who work as a team to expertly address client needs. They partner with clients before, during, and after the process to make the commercial real estate transaction work in the client’s favor.

Felicia Darling brings over 20 years of experience in the healthcare industry to commercial real estate. She graduated with honors from Vanderbilt University with a B.S. in Education and Special Education and received her Master’s Degree in Audiology and Speech-Language Pathology from the University of Memphis. Felicia received the National Certification of Clinical Competence from the American Speech-Language-Hearing Association (ASHA) and holds an active Speech-Language Pathology license in three states (Georgia, Indiana, and California). She has worked in various settings including rehabilitation centers, private clinics, skilled nursing facilities, schools, and home health. Felicia has collaborated with physical therapists, occupational therapists, physicians, nurses, social workers, and dietary managers to bring the best quality healthcare to patients. In commercial real estate, Felicia has helped medical practices expand their footprint across Georgia. She has an active real estate license with the Georgia Real Estate Commission. Felicia is also a member of the Atlanta Commercial Board of Realtors. She looks forward to continuing to facilitate growth for businesses.

Company website

Jade Getchell, Owner, Enlighten Design & Marketing

Jade Getchell, Enlighten Design & Marketing
Enlighten Design & Marketing is your marketing department for hire and partner in government contracts. When you work with us, you remain the Chief Marketing Officer, we become your Marketing Director. We don’t believe in hijacking dreams, only helping make them become reality. We do all of this with full confidentiality in place.

Following her passion for graphic design and brand development, Jade Getchell started Enlighten Design & Marketing to help companies promote their own unique story to draw in lifetime customers. Jade specializes in core marketing areas such as communications materials, brand identity, business development, and government contracting materials. Whatever your communication or marketing needs are, Jade and her team are equipped with solutions that assist with success!

Enlighten Design & Marketing works with a range of companies, nonprofits, and government contractors. Jade’s marketing leadership has helped her clients close deals and achieve higher sales thanks to brand awareness and messaging. She has the ability to create communications materials that are easy to read and aesthetically beautiful to win business. She works with clients to identify intentions and implement solutions that ensure repeat business and brand loyalty.

Jade graduated from Kennesaw State University with a degree in Management and Entrepreneurship. She is a wife to an amazing man, a mother to two incredible children, and loves spending time working out, singing, and spending time with her family.

Company website

Richard Rehme, Owner, Intelligent Office

Richard Rehme, Intelligent Office

Work is an activity, not a location. Intelligent Office provides clients with the facilities and administrative support so they can literally work anywhere and still maintain a professional image. They offer conference room and office rental, address and mail services, custom management of incoming calls, support for special projects; literally any service that will help grow a clients’ business. At Intelligent Office, clients only use the services they need and only pay for the services they use. They focus on the routine so clients can focus on the important.

Richard Rehme currently serves as President & Owner of the Intelligent Office locations in Atlanta, Ga. His 20 years of executive business operations and finance leadership with Fortune Global 100 organizations have positioned him as an expert in the field of business efficiency and administrative support services in growing companies.

Company website

Anthony Chen, Host of “Family Business Radio”

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: administrative support, Anthony Chen, commercial real estate, design, DTSpade Specialized Real Estate, Enlighten Design & Marketing, Family Business Radio, Felicia Darling, Intelligent Office, Jade Getchell, marketing, Richard Rehme

Family Business Radio, Episode 12: Michelle Coyne, Coyne Pest Control, and Carolyn Kelso, Betty Carry

September 18, 2020 by John Ray

Michelle-Coyne-Coyne-Pest-Control-Carolyn-Kelso-Betty-Carry
Family Business Radio
Family Business Radio, Episode 12: Michelle Coyne, Coyne Pest Control, and Carolyn Kelso, Betty Carry
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Family Business Radio, Episode 12: Michelle Coyne, Coyne Pest Control, and Carolyn Kelso, Betty Carry

Michelle Coyne, Coyne Pest Control, and Carolyn Kelso, Betty Carry join host Anthony Chen to talk about their respective journeys with their businesses. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Michelle Coyne, Coyne Pest Control

Coyne Pest Control is a small, family owned, full-service pest control company located in Woodstock GA and servicing the North Metro area. They offer premium commercial and residential pest control services including termite, rodent and mosquito protection. They have been in business since 2010. They offer FREE estimates and FREE pest consultations, and are certified, licensed and insured. They are so confident they can resolve your pest issues, they offer a 100% money back guarantee–If you are not happy with their service, you won’t pay a penny!

Company Website

Carolyn Kelso, Betty Carry

Taking a public health approach; Betty Carry LLC., a woman, veteran owned company, firearms training advocate and affiliate of the A.L.I.V.E. Active Shooter Survival Training program aims to support Healthy People 2020 Objectives (IVPs 30 & 31) focused on reducing firearms-related deaths & non-lethal firearms related injuries by promoting the A.L.I.V.E. Active Shooter Survival Training program as well as offering certified firearms training/courses to both the general public and business entities.

Carolyn Wilding Kelso, SSgt USMC (Ret) is the President of Betty Carry, LLC. and an affiliate of the A.L.I.V.E. Active Shooter Survival Training program who served nearly ten years on active duty as a legal administrator. She holds a Master of Science in Health & Wellness from the American College of Healthcare Sciences, and a Bachelor of Science in Nutrition Science from Kaplan University.

Carolyn is a firearms training advocate, a certified NRA instructor, certified A.L.I.V.E. Active Shooter Survival Training Instructor, a member of the National Rifle Association (NRA), member of the United States Conceal Carry Association (USCCA), and member of the Greater North Fulton Chamber (GNFC). As a mother, she has supported numerous school activities and programs to include swim team, baseball, track & field, PTOs/PTAs, and JROTC. Carolyn enjoys being an active member of her community.

Company Website

LinkedIn

Anthony Chen, Host of “Family Business Radio”

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Betty Carry, Carolyn Kelso, Coyne Pest Control, Family Business Radio, Michelle Coyne

Family Business Radio, Episode 11: John Marsh, Bristol Group, Cheryl Blazej, Blazej & Associates, and Valencia Holland, The Style Educator

August 21, 2020 by John Ray

John Marsh, Bristol Group
Family Business Radio
Family Business Radio, Episode 11: John Marsh, Bristol Group, Cheryl Blazej, Blazej & Associates, and Valencia Holland, The Style Educator
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Family Business Radio, Episode 11: John Marsh, Bristol Group, Cheryl Blazej, Blazej and Associates, and Valencia Holland, The Style Educator

Host Anthony Chen welcomes John Marsh, discussing his firm’s work with business transitions, Cheryl Blazej, whose firm provides accounting services to small businesses, and Valencia Holland, who provides personal style services for women. “Family Business Radio” is broadcast from the North Fulton Studio of Business RadioX®.

John Marsh, Bristol Group

The Bristol Group is a boutique Business Brokerage and Mergers and Acquisition firm that helps business owners successfully transition ownership. They build trusting relationships before transactions and assist their clients throughout the selling process. While the firm represents the interest of sellers, they are constantly qualifying buyers and have relationships with financial, strategic, and individual acquires around the country. Bristol Group’s typical client has a business valued between $1M and $50M.

John is a successful cross functional executive with experience leading and strengthening finance, accounting, and operations organizations. He has held a variety of executive roles including CFO, VP of Supply Chain and Planning, and EVP of Finance and Operations during his 17 year career. In those roles, John served as an integral part of the leadership team that scaled a medical device company and sold it to a private equity firm for $161M. John led integration efforts and was a part of due diligence on all of the companies acquisitions.

John started his career with the accounting firm, Ernst and Young in Atlanta, GA and has worked with both start-ups and a large private equity owned medical device manufacturer. He leverages his significant mergers and acquisition experience to help entrepreneurs successfully transition business ownership.

Company website

LinkedIn

Cheryl Blazej, Managing Partner, Blazej & Associates

Smart decision making starts with understanding the financial status of the business. Blazej Business is the ideal accounting partner for business owners who:
  • Rely on family or admin staff to handle day-to-date accounting and it’s not working
  • Are preparing to seek funding for expansion
  • Have disregarded standard accounting practices and procedures due to lack of expertise among staff
Blazej Business clients receive accounting oversight plans tailor-made to their businesses: Revenue and expenses will be booked to the proper accounts Accounting procedures will be provided for internal staff Financial reports will be created, verified and explained. Complexities like multiple locations or multiple entities within a single organization will be handled easily. Payroll and benefit payments will be reconciled and compliance will be confirmed. Their project scope is based on client need:  if clients have internal staff, Blazej works with them. If they don’t, Blazej has the team to handle day-to-day transactions.

Company website

LinkedIn

Valencia Holland, Owner, The Style Educator

The style educator is a full service image consulting firm specializing in personal styling services for women. The services they provide range from 1-on-1 styling, closet/wardrobe organizing, personal shopping, and more.

Owner Valencia Holland’s expertise has been proven and awarded by various clientele, including the modeling agency Leon Dash Media and Aquila Style magazine along with artist Amanda Holley, Delux Magazine, GMI Clothing Commercials, and Project Hope CT which donates prom attire to underprivileged girls. Valencia also had the opportunity to be an Assistant Stylist for Levi’s, Fuzion Magazine, and Team Swerve with the use of her education in fashion styling from New York City’s School of Style and an Associate’s Degree in Business Administration & Management from Colorado Technical University.

Company website

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Anthony Chen, Host of “Family Business Radio”

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Blazej & Associates, Bristol Group, Cheryl Blazej, Family Business Radio, John Marsh, The Style Educator, Valencia Holland

Family Business Radio, Episode 10: Kathy Stone, Camp Bow Wow Lawrenceville, and Maedeh Samimi, Urban Skin Care Clinic

July 20, 2020 by John Ray

Camp Bow Wow Lawrenceville
Family Business Radio
Family Business Radio, Episode 10: Kathy Stone, Camp Bow Wow Lawrenceville, and Maedeh Samimi, Urban Skin Care Clinic
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Kathy Stone, Camp Bow Wow Lawrenceville, Maedeh Samimi, Urban Skin Care Clinic

Family Business Radio, Episode 10:  Kathy Stone, Camp Bow Wow Lawrenceville, and Maedeh Samimi, Urban Skin Care Clinic

Kathy Stone of Camp Bow Wow Lawrenceville joined “Family Business Radio” to discuss her doggy day care and boarding business. Host Anthony Chen also welcomed Maedeh Samimi, Urban Skin Care Clinic, to talk about how she helps her clients gain radiant-looking skin. “Family Business Radio” is broadcast from the North Fulton Studio of Business RadioX®.

Kathy Stone, Owner, Camp Bow Wow Lawrenceville

Camp Bow Wow Lawrenceville GA is part of the largest dog care franchise in the US. A premiere dog day camp, overnight boarding and full-service grooming service organization, CBW Lawrenceville GA specializes in all day play/open play environments where a dog can be a dog. CBW Lawrenceville GA even has Camper Cams through a free app so that parents can watch their pups play during the day. CBW Lawrenceville GA just celebrated its fifth anniversary.

Maedeh Samimi, Founder, Urban Skin Care Clinic

Urban Skin Care Clinic is committed to providing clinically-proven, results-driven treatments with the highest integrity of customer service in the aesthetic industry.

By specializing in results-driven, clinically-based treatments, Maedeh is able to educate her clients on how to take better care of their skin and customize a treatment plan as well as proper home care regimen so that they can look as confident as they feel.

Anthony Chen, Host of “Family Business Radio”

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Tagged With: Anthony Chen, Camp Bow Wow, Camp Bow Wow Lawrenceville, dog boarding, doggy day care, Family Business Radio, kathy stone, Lighthouse Financial Network, Maedeh Samimi, skin care, skin care business, Urban Skin Care Clinic

Family Business Radio, Episode 9: Neal and Sally David, The David Academy

June 27, 2020 by John Ray

The David Academy
Family Business Radio
Family Business Radio, Episode 9: Neal and Sally David, The David Academy
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Neal and Sally David, The David Academy

Family Business Radio, Episode 9:  Neal and Sally David, The David Academy

Neal and Sally David of The David Academy have a passion for creating an environment where students can succeed in their academics and college prep, and that passion shows through in this interview with host Anthony Chen. “Family Business Radio” is broadcast from the North Fulton Studio of Business RadioX®.

Neal and Sally David, The David Academy

Neal David is the Founder and CEO of The David Academy, and his wife Sally serves as VP of Sales and Marketing.

Neal began teaching high school Latin in 2000. After teaching and meeting with thousands of students and parents, he realized he wanted to provide additional services outside the classroom that would benefit and prepare his students beyond those 4 walls. In 2007, he began offering summer Latin camps to prepare his students for the National JCL Conventions every July. In these camps, he prepared students for Latin Grammar, Language, Mythology, History, Geography, Derivatives, Mottoes, etc. for the various national tests, as well as the Certamen (Latin Quiz Bowl) Championship. In 2010, The David Academy was born, capitalizing on the success of the summer camps (our students won numerous national awards and championships), we added SAT Verbal prep to the mix. Over the last few years, we have expanded our services to meet the growing needs we see.

The David Academy now offers Private Latin Instruction, National Latin Exam (NLE) Preparation, AP Latin Preparation, SAT 2 Subject Test for Latin Preparation, AP Language and Essay-Writing, SAT/ACT Verbal and Math Preparation, College Coaching, and General Educational/Life Coaching.

They offer only Private instruction in these areas so that they can properly evaluate the strengths and weaknesses for each student, observe their learning styles, determine their goals, and map out an educational plan of how to achieve those goals. This cannot be done adequately in a group or classroom setting. This personalized approach DELIVERS RESULTS!

For more information on The David Academy, go to their website or call 770-383-1320.

Anthony Chen, Host of “Family Business Radio”

family owned craft breweries
Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

 

Tagged With: Anthony Chen, college coaching, Family Business Radio, Latin, Neal David, private instruction, Sally David, SAT Verbal prep, summer camps, The David Academy, tutoring

Family Business Radio, Episode 8: Gloria Mattei, Nothing Bundt Cakes Alpharetta, Milton, Roswell

June 16, 2020 by John Ray

Family Business Radio
Family Business Radio
Family Business Radio, Episode 8: Gloria Mattei, Nothing Bundt Cakes Alpharetta, Milton, Roswell
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Gloria Mattei, Nothing Bundt Cakes Alpharetta

Family Business Radio, Episode 8:  Gloria Mattei, Nothing Bundt Cakes Alpharetta, Milton, Roswell

Nothing Bundt Cakes Alpharetta, Milton, Roswell doesn’t just sell delicious cakes; they bring joy! Owner Gloria Mattei joined host Anthony Chen on “Family Business Radio” to discuss not only the joy of cake but the “why” behind her decision to open her store, how she enjoys serving the community, advice for potential franchisees, and much more. The host of “North Fulton Business Radio” is John Ray and the show is produced virtually from North Fulton studio of Business RadioX® in Alpharetta.

Gloria Mattei, Nothing Bundt Cakes Alpharetta, Milton, Roswell

Nothing Bundt Cakes Alpharetta
Gloria Mattei, Nothing Bundt Cakes Alpharetta, Milton, Roswell

Gloria Mattei is the Owner of Nothing Bundt Cakes Alpharetta, Milton, Roswell. Nothing Bundt Cakes reintroduces an old family favorite – the Bundt cake – with a light, moist taste and fresh, clean look that appeals to all ages. Each 8” and 10” Bundt cake features custom concept cake decorations that are smart, contemporary and fun to enhance any occasion, large or small, in a wide range of cake flavors and sizes. Nothing Bundt Cakes celebrates the very heart of true hospitality where all are welcome and no one is a stranger. Each thoughtful detail of the experience, from the heartfelt welcome at the door to remembering the customer’s favorite flavor, has been naturally embraced at Nothing Bundt Cakes

Nothing Bundt Cakes is not in the cake business, they are in the “joy giving” business. Their mission is to come up with unique valuable solutions to every guest celebration need. They see opportunities for joy giving everywhere!

To contact Gloria and her team at Nothing Bundt Cakes, go to their website, call (678) 366-1445, or email here.

 

Anthony Chen, Host of “Family Business Radio”

Anthony Chen

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

 

Tagged With: Anthony Chen, bundt cakes, cakes, Family Business Radio, Gloria Mattei, Nothing Bundt Cakes, Nothing Bundt Cakes Alpharetta

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