financial advisor Archives - Page 5 of 6

PHELAN & MYERS 2 FOR 20: Year-End Tax Planning

November 19, 2021 by Mike

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: Year-End Tax 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

Cliff Bray/WMBO CPA Group

Cliff is a partner with the firm of WMBO CPA Group. With over 22 years of experience, he has been providing financial, accounting and tax services to individuals and numerous closely-held small and large businesses. He has experience with a wide range of businesses and professions, including manufacturing, contractors, wholesale and retail operations, attorneys and other professionals.

PHELAN & MYERS 2 FOR 20: Meet Scott and Kevin

September 8, 2021 by Mike

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: Meet Scott and Kevin

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

Phone: 678.448.4841
sphelan@janney.com

Kevin T. Myers, CFP®
Vice President/Wealth Management, Financial Advisor

Kevin’s philosophy is simple; he worries about your finances so you don’t have to. As a Certified Financial PlannerTM (CFP®) Professional, Kevin helps clients develop and implement a comprehensive financial plan that is tailored to your needs. Kevin specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Kevin has over 10 years of experience in the financial services industry and previously served as a consultant. He attended the University of Georgia where he earned his Bachelor of Science in Personal Financial Planning.

Phone: 678.448.4842
kmyers@janney.com

How Do I Choose a Financial Advisor Who is a Good Fit?, with Anthony Chen, Lighthouse Financial

July 29, 2021 by John Ray

North Fulton Studio

How Do I Choose a Financial Advisor Who is a Good Fit?, with Anthony Chen, Lighthouse Financial

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How Do I Choose a Financial Advisor Who is a Good Fit?, with Anthony Chen, Lighthouse Financial

John Ray: [00:00:00] And hello, everyone. I’m John Ray with the Business RadioX®, and I’m here with Anthony Chen. Anthony is a financial adviser with Lighthouse Financial. Anthony, my question for you is, how do I choose a financial adviser? Who is a good fit?

Anthony Chen: [00:00:13] Great question, John. Well, there’s two approaches. One, as you’re interviewing the financial adviser, you can ask them a couple of questions as to what their processes are in terms of how they come to a recommendation with their clients. The other is finding out what kind of advisor they are, in terms of whether or not they’re a product advisor. or a problem and solution advisor. So on the first meeting if they’re coming at you with all products, well, that kind of explains it. And then for a right fit, is for the adviser to understand three key questions, and if they can answer those three key questions, then you’re probably a good fit. The first is what? What is your pain point? What is the problem? What is your concerns? What keeps you up at night? Followed by why? Understand truly what or rather why it is important. Followed by how, in a timeline. As to when you want that specific concern will go addressed and how they’re going to be able to get you there.

Anthony Chen, Host of “Family Business Radio”

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.

The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

Money and Real Estate in Arizona E19

April 18, 2021 by Karen

Money-and-Real-Estate-in-Arizona-Feature

Phoenix Business Radio

Money and Real Estate in Arizona E19

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Money and Real Estate in Arizona E19

Have you been hearing about how crazy the real estate market is right now? How about the stock market?

It’s on fire out there and our guests on this episode of Collaborative Connections Radio Show and Podcast filled us in on why!

Host, Kelly Lorenzen was joined on-air by three amazing Arizona-based small business owners. Alyssa Samuelson, Broker/Owner of Success Real Estate Group, Alison Stine, owner of Stine Wealth Management, and Tammy Fiske Schulze, owner of Brightside Mortgage gave great tips and advice about the market. They also shared valuable perspectives about the past, present and future.

Anyone who lives in Arizona or wants to move here should definitely check out this episode. These experts shared so many great golden nuggets in this Collaborative Collections show. AND reach out to Alyssa, Tammy, and Alison if you need help with real estate or your finances.

Success Real Estate Group is a division of Apartment Source, which was a acquired in 2004 by new management. The SREG team focuses on working with Scottsdale and Phoenix area buyers and sellers who are in need of trusted real estate advise and expertise.

The SREG team has over 45 years of combined real estate experience and brings professionalism, with a personal touch, to all of their transactions.

Alyssa Samuelson was born and raised near Des Moines, Iowa. After high school, she decided to venture west and attended The University of Arizona. She received an incredible education from the university and loved the Arizona weather, even the summers!

After working in Tucson at a small software company for a year after college, she relocated to Scottsdale and accepted a position with a small software company. Her personal aspirations lead her in the direction of real estate within 2 years. She came upon an opportunity with a small real estate company she subsequently purchased in 2004.

Since that time, the company has changed and grown dramatically. She loves what she does and enjoys working with her clients and helping them with their real estate needs.

In her spare time, she enjoys traveling, practicing and teaching yoga (she is also a certified yoga instructor), hiking, tennis, attending sporting events, relaxing with her pets, and bonding with her close group of friends. She feels very blessed and truly enjoys her career and that it supports her ability to also focus on other parts of her life such as family and friends.

Connect with Alyssa on LinkedIn and follow SREG on Facebook and Instagram.

Alison Stine is the Founder of Stine Wealth Management. She began her investment career in 2013 as a Financial Representative, as her passion lies in helping others.

Alison obtained her Securities licenses in 2014. Alison was promoted to Vice President in 2018 after earning her General Securities Principal license. She earned her Retirement Income Certified Professional (RICP®) designation in 2019, as her practice has a focus on planning for the distribution of assets in retirement. She went independent and founded Stine Wealth Management in 2020.

Civic duty is important to Alison. She is the President of the PhoenixCats through the University of Arizona’s Alumni Association, she volunteers through New Pathways for Youth to mentor an at-risk youth, she is the Vice Chair of the Women in Business Council through the Tempe Chamber of Commerce, and an Inaugural Member of the Eller Alumni Advisory Council.

Alison lives in Scottsdale, AZ with her husband Billy & their dog Jordy.

Stine Wealth Management has a focus on putting clients first. Alison enjoys building long-term relationships with her clients, and loves to see their plan unfold and adjust as time goes on. She meets with clients face-to-face (or virtually) to help plan their financial futures.

Alison has much experience in retirement planning, risk management, tax-efficient strategies, and helping clients through the 3 phases of wealth: accumulation, distribution, and wealth transfer. Alison prides herself on educating her clients and communicating regularly.

Check the background of your financial professional on FINRA’s BrokerCheck: https://brokercheck.finra.org/

Follow Stine Wealth Management on LinkedIn and Facebook.

Brightside Mortgage was founded by Tammy and her husband, Bill, with the idea of breaking down the old stereotypes of mortgage lending. Their aim is to work in partnership with their clients to create an enjoyable mortgage lending process.

The Brightside team advocates for their borrowers empowering them to own the process while providing guidance based upon the borrower’s individual needs. They are a mortgage broker which means they have access to multiple lenders and can shop around to find the best deal for each client.

Tammy Schulze was born and raised in Spokane, Washington and moved to Phoenix in 2001. She graduated from Cheney High School and Eastern Washington University. She didn’t always know she wanted to be a Mortgage Broker, but she did always know she wanted to help people.

She has an overwhelming commitment to her clients, striving to make sure each person she interacts with feel special and important. When she is not working, she loves to hang out with her three teenagers and husband hiking, walking on the beach and playing games (especially Escape Rooms).

Connect with Tammy on LinkedIn.

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 Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly Lorenzen, CEO of KLM Consulting, 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.

Barry Spencer, Wealth With No Regrets

January 27, 2021 by John Ray

North Fulton Business Radio

Barry Spencer, Wealth With No Regrets

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Barry H. Spencer, Wealth With No Regrets (North Fulton Business Radio, Episode 325)

Wealth With No Regrets President Barry Spencer joined host John Ray to discuss why the financial industry is “broken,” the “double trouble” years of retirement, a new book, Build Wealth Like a Shark, and more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Barry H. Spencer, Co-Creator & President, Wealth With No Regrets

Barry H. Spencer is a recognized financial educator, author, speaker, industry thought-leader, and philanthropic estate and retirement income planning specialist whom you may have seen on or in Forbes, Kiplinger, Worth, MoneyShow, Bloomberg, affiliates of ABC, CBS, NBC and many more, and interviewed by original “Shark” on ABC’s hit TV show Shark Tank, Kevin Harrington. He is also been interviewed by other national figures including, ABC TV’s “Secret Millionaire,” James Malinchak.

His latest book contributions include, The Secret of Wealth With No Regrets; Build Wealth Like a Shark, Giving Transforms You; The Serving Leader, and Retire Abundantly. He has a deep passion, rooted in his personal experience, to help people be more, do more, have more, and give more.

The pain of settling his father’s estate, which resulted in regret for his family, deepened his conviction and formed his unique perspective for helping business owners, executives, professionals and independent women with a half-a-million dollars and more discovery how they might have a more confident retirement and future. Key to this is leading people into a thoughtful and engaging planning process that is not product focused or sales driven, that can uncover opportunities to pay less in taxes, secure more retirement income, pass on more to family, and support causes with less worry and without regrets. His communication with clients helps make the complex easier to understand.

He has conducted presentations that have benefited financial and estate planning professionals including CPAs, estate planning attorneys, and financial professionals. Barry has also conducted confidential research and in-depth interviews with wealthy individuals from coast to coast worth a million and up to nearly a billion dollars about their fears and desires. Barry’s presentations have even benefited attorneys, accountants, financial advisors, and philanthropic professionals. His presentations include lessons and stories from competing as a four time Ironman and elite triathlete.

He and his wife, Lori, their two children, and two dogs live in Alpharetta, Georgia.

Barry is a passionate communicator who has a mission together with Scott Noble, of helping people think about their wealth from a new perspective… showing them how they can use the best of the financial and estate planning industry tools and strategies to create a living legacy of not just money, but also of their values and significant influence in their community. Together they have been interviewed by an original “Shark” from ABC’s Emmy Award-winning TV show Shark Tank, Kevin Harrington, about their stories, passion, and unique process for helping families who desire a secure and satisfying retirement. Their counsel and assistance have saved families millions in estate, capital gains, and income taxes and helped secure a sound financial future.

Company website

Company Facebook

Questions and Topics in this Interview:

Retirement planning in uncertain times
Investing during economic uncertainty and looming tax law changes
Why the financial industry is “broken”
How to choose a financial advisor
“Build Wealth Like a Shark” book release

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® 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.

James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

December 9, 2019 by John Ray

North Fulton Business Radio

James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

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North Fulton Business Radio, Episode 182: James Daniel, The Advisory Firm, and Jeff Armacost, Whole Brain Brands

On this edition of “North Fulton Business Radio,” James Daniel of The Advisory Firm discussed the advantages of fee-only financial planning, while Jeff Armacost, Whole Brain Brands, offered both business and personal branding advice. “North Fulton Business Radio” is hosted by John Ray and is broadcast from inside Renasant Bank in Alpharetta.

James Daniel, The Advisory Firm

James Daniel owns The Advisory Firm, a fee-only fiduciary wealth management practice providing planning, investment and tax services to clients throughout North Georgia.

James is a former electrical engineer. He entered the financial services industry as a professional stock trader and transitioned to a full service broker/dealer. He started his Alpharetta-based firm in 2006, and has experience from the consumer perspective, as well as on the product sales side. James offers financial planning with no product selling. His approach to planning is about designing client strategy and educating you on what needs to be done to accomplish objectives.

To learn more, go to The Advisory Firm website, email James directly, or call 678-566-3711.

Jeff Armacost, Whole Brain Brands

Jeff Armacost is the Chief Brand Guy for his firm, Whole Brain Brands. The company has offered brand identity, brand communications, website design and social media expertise to such clients as Coca-Cola, Emory University and the Jimmy Carter Library.

Jeff has decades of experience as a brand strategist. He and his team at Whole Brain Brands provide high-level project management, understanding that new technologies have fundamentally changed the way companies and consumers engage with brands. They create a strategy that develops as businesses grow and evolve, so clients are ready for new opportunities as they arise.

To learn more, go to the Whole Brain Brands website, email Jeff directly, or call 404-514-6588.

North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. 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 because they work and live alongside you every day.

ProfitSense with Bill McDermott, Episode 2: Melanie Millner, The Design Atelier, and Kasey Gartner, Northwestern Mutual

November 15, 2019 by John Ray

North Fulton Studio

ProfitSense with Bill McDermott, Episode 2: Melanie Millner, The Design Atelier, and Kasey Gartner, Northwestern Mutual

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**Melanie Millner, Bill McDermott, Kasey Gartner**

ProfitSense with Bill McDermott, Episode 2: Melanie Millner, The Design Atelier, and Kasey Gartner, Northwestern Mutual

On episode 2 of “ProfitSense with Bill McDermott,” Melanie Millner, founding principal and owner of The Design Atelier discusses the value of a professional interior designer with unique vision. Wealth management advisor Kasey Gartner of Northwestern Mutual brings her expertise in financial planning, and much more with host Bill McDermott. “ProfitSense with Bill McDermott” is broadcast from the North Fulton Studio of Business RadioX® inside Renasant Bank in Alpharetta.

Melanie Millner, The Design Atelier

Award-winning interior designer Melanie Millner is founding principal and owner of The Design Atelier. Her team at the luxury interior design firm is committed to delivering exceptional spaces. They value architecture and the details that make each project unique. With a vision for spaces and lifestyles, they strive to exceed client expectations.

For more information visit The Design Atelier website. You can reach Melanie by email or phone, 404-365-8662. Also connect with Melanie on LinkedIn.

Kasey Gartner, Northwestern Mutual

As a wealth management advisor at Northwestern Mutual, Kasey Gartner understands that people often don’t take the time they should to properly plan for their financial futures. Life can be hectic – careers, family, friends and hobbies often leave little time to address some of life’s most important needs – like creating a solid financial plan. Kasey makes it her goal to help busy professionals craft a plan that most effectively and efficiently allows them to reach their financial goals, while protecting what’s most important to them. Helping clients address these critical areas and experience life knowing a financial plan is in place, continues to be the most rewarding aspect of Kasey’s career.

Her expertise includes business continuation planning, life insurance planning, investment strategies, disability income planning, education funding, executive business planning and more.

For more information visit Kasey Gartner’s website. You can reach Kasey by email or phone, 404-841-5013. Also connect with Kasey on LinkedIn and Facebook.

About Your Host, 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.

Allan Duncan with Dempsey Lord Smith and Randall Veugeler & Phil Farrell with StillFire Brewing

August 20, 2019 by Mike

Gwinnett Business Radio

Allan Duncan with Dempsey Lord Smith and Randall Veugeler & Phil Farrell with StillFire Brewing

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Allan Duncan, Randall Veugeler, Phil Farrell

Allan Duncan/Dempsey Lord Smith

Dempsey Lord Smith is an independent wealth management and retirement planning firm. As a Registered Investment Advisor, Dempsey Lord Smith is dedicated to offering you objective financial advice, access to a wide array of investment products, and the highest levels of personal service. Their goal is to form a long-term partnership with you, always acting in your best interest. With more than 100 years of combined experience in financial planning, their management team utilizes sophisticated portfolio modeling technologies to help you reach your financial goals.

Randall Veugeler & Phil Farrell/StillFire Brewing

The creators of the Suwanee American Craft Beer Fest and Suwanee Magazine are excited to bring StillFire Brewing to the City of Suwanee. Born from a love for community and a love of killer beer, StillFire’s 20-barrel brewery and taproom will find its home near Suwanee Town Center Park.

Tucson Business Radio: EMPOWER U Episode 1

November 18, 2018 by angishields

Tucson Business Radio

Tucson Business Radio: EMPOWER U Episode 1

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The Rising Effect
3561 E Sunrise Dr Suite 131
520-271-7918
stephanie@therisingeffect.com

A business coach,author, and owner of The Rising Effect , Stephanie Rising has helped over 100 small business owners achieve greater leadership proficiency, profitability, and sanity. She specializes in the complexities of partnerships and family-owned companies, including personnel dynamics, strategic planning, operations, and marketing. Her book, DISC: Leverage Your Nature, Increase Your Sales, is available on Amazon.

Connect with Stephanie on LinkedIn and Facebook.

Arbonne International
3520 N Prescott Pl
Tucson, AZ 85750
520-370-3177
kyuska@comcast.net

Kasia Yuska is an independent consultant with Arbonne International, the number one global brand for healthy living inside and out. She is a global entrepreneur and marketing professional who is dedicated to showing others how to live a pure, healthy lifestyle. She has been happily married to her husband Howard Kessler for 25 years.

Connect with Kasia on Facebook and LinkedIn, and follow Arbonne on Facebook.

The Divine Sophia, LLC
520-409-2988
tabitha@thedivinesophia.com

Tabitha Danloe is a Professional Certified Coach and a Certified Professional Integrative Coach. She specializes in Business & Life Coaching and loves helping entrepreneurs to make more money and to help everyone to be more authentically courageous! While her friends say that she’s always been a Coach, she has been a Professional Coach now for over 3 years. She has over 13 years of experience in the world of entrepreneurship, business strategy, leadership, and sales. She works with a wide range of clients including startups to multimillion dollar brands and 15 year olds to 75.

She lives in Tucson Arizona with her husband Jared and her two fur babies Shadow and Scooby. She has written one book called Business Launch: How to build a business in 13 weeks and is working on her second book titled Serendipity where she takes us with her through her life changing adventures in Africa. When she isn’t busy helping entrepreneurs and empowering others, she can be found cooking, baking, hiking, napping, net-flixing, and African dancing.

Connect with Tabitha on LinkedIn and Facebook.

About Your Host

The Hopman Group, LLC
3561 E. Sunrise Drive
#131
Tucson, AZ 85718
(520) 326-1625

As a financial advisor with more than 20 years of experience, Pam Hopman, Founder and President of The Hopman Group, LLC, creates and grows wealth for her clients throughout the United States. On the personal financial planning side, she had created The Money Profile, a financial behavior analysis tool. With it and her planning process called “The Natural Financial Solution”, she creates conscious personalized financial solutions for every personality.

For businesses, she has a process called Take Flight that addresses the financial missteps made by a business that can, if not addressed and corrected, kill a business. She says “My team and I can’t help ourselves when we see something that can be made better, we have to speak.”

Connect with Pam on LinkedIn and Facebook.