financial advisor Archives - Page 6 of 6

HW&W E1: Pam Hopman, Kimberly Sparling & Vera Knight

October 4, 2018 by angishields

Tucson Business Radio

HW&W E1: Pam Hopman, Kimberly Sparling & Vera Knight

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The Host of Healthy Wealthy and Wise

Karen Fisher
Senior Loan Officer
Summit Funding, Inc.

Karen.Fisher@summitfunding.net

Pam Hopman

Founder and President
The Hopman Group

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As a financial advisor with more than 20 years of experience, Pam 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.”

Kimberly Sparling

President
Assistance League of Tucson

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Kim is currently President of Assistance League of Tucson, a nonprofit whose mission is volunteers working in the Tucson Community to help those in need. Kim says that she enjoys working with so many talented volunteers to make Tucson a better community for everyone who lives here. Growing up in Southern California, she was an Assisteen during high school. Assisteens is an auxiliary of Assistance League which gives high school age young men and women the opportunity to learn what it means to give back to their community. Kim’s mother has been a member of Assistance League for more than 45 years, so it was only natural that when she moved to Tucson, she volunteered.

Kim has been a member of Assistance League of Tucson for more than ten years and has contributed as Chair of Strategic Planning, Chair of Marketing Communications, Resource Development in charge of grants, legacy gifts, and solicitations as well as serving as webmaster, and working on the property and grounds committee. Assistance League is an all-volunteer organization, so their volunteers do it all from dressing children at Operation School Bell to staffing our Thrift Shop to painting the building.

Prior to joining Assistance League Kim was a Systems Engineer in the field of Network Security. She worked for The MITRE Corporation in Boston and chaired an International Standards Committee on Local Area Network Security. As a graduate of Smith College, she is also active in the Tucson Smith College Alumnae Club which has about 300 members here in Tucson.

Kim has lived in Tucson for 20 years, is married, and enjoys her rescued German shepherd.

Vera Knight
Founder
Play Life Coaching

Vera@coachveraknight.com

Vera is a master personal trainer, (1997) and a Lifestyle expert! Vera has been leading the way in the community teaching people the #1 secret to create better health, sustainable weight loss, and a happy life is to get food and life playing on the same team. What began as an side experiment with a small group of clients a few years ago, has turned into a thriving coaching business. She helps women break free from limiting beliefs and helps them to bring the spirit of play into everything they do. Her clients create better for their life, their family, and their career.

Vera is the founder of Play Life Coaching, and creator of Food Freedom the Game. To date, several hundred women, and a few men are flying their Freedom flags of victory. She coaches privately and in small groups. Her clients want to love life, rock their minds, body, & spirit and fully express themselves out in the world! Vera understands the many demands women face today. She helps women to play big. She plays All In with her clients who live from coast to coast. When she’s not coaching, Vera likes to cook, and experiment with new recipes, hang out with family and friends, she watches some mindless TV, loves to read, gets to the beach as often as possible, and is in the early stages of writing a book. Vera’s a certified life coach, and personal trainer, her 20 + years of experience gives her the unique ability to communicate effectively to a room full of women who are hungry to make a lifestyle change.

OPEN FOR BUSINESS: John Schweizer with GDP Technologies, Jerrí Hewett with Wealth Horizon, Estebon Watson with Espeute Productions, and Cally D’Angelo with the Gwinnett Chamber of Commerce

April 22, 2016 by Mike

Gwinnett Studio

OPEN FOR BUSINESS: John Schweizer with GDP Technologies, Jerrí Hewett with Wealth Horizon, Estebon Watson with Espeute Productions, and Cally D'Angelo with the Gwinnett Chamber of Commerce

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Johnny Phelps, Cally D'Angelo, Estebon Watson, Jerri Hewett, John Schweizer — Johnny Phelps, Cally D’Angelo, Estebon Watson, Jerri Hewett, John Schweizer

John Schweizer/GDP Technologies

GDP Technologies started delivering office automation to its clients in 1977 as Georgia Duplicating Products. Since its inception, GDP has focused on empowering its Georgia workforce with the ability to increase client Gross Domestic Product, their real output, one client at a time. GDP was acquired by Global Imaging Systems, a wholly owned subsidiary of the Xerox Corporation, in 2010 and continues to fulfill its mission of unparalleled customer service.

Jerri Hewett/Wealth Horizon

At Wealth Horizon, they build globally diversified portfolios tailored for you. For the foundation of your portfolio, they use low-cost core holdings based on Nobel Prize-winning research. They often pair these with satellite strategies. They believe these strategies may lower volatility and potentially protect your portfolio during market and economic downturns. They believe each person has an individual risk number based upon a scale of 1 to 100 that can be quantified. They build a portfolio to match your risk number and not to match a single measure of the market.

Estebon Watson/Espeute Productions

Espeuté Productions is a memory-oriented, multi-tiered production company that provides videography, photography, and entertainment services to its clients. With state-of-the-art equipment and experienced professionalism, they are able to capture every detail of life’s most defining moments. They can also assist in the production of major works such as short and feature films, as well as commercials and corporate marketing videos. They are passionate about what they do and always come prepared to accommodate your every need.

Cally D’Angelo/Gwinnett Chamber of Commerce

The Gwinnett Chamber is the forum for business, government, education, healthcare, arts/culture/entertainment, and philanthropic and public-service communities to come together to advance the region’s economy and enrich Gwinnett’s quality of life.

To watch the video of this show, CLICK HERE.

Exit and Succession Strategies for Closely Held Business Owners

February 24, 2016 by Mike

Gwinnett Studio

Exit and Succession Strategies for Closely Held Business Owners

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Robert Port, Cardell McKinstry, Bryan Koepp, Adam Gaslowitz

On this week’s episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss “Exit and Succession Strategies for Closely Held Business Owners”. Guests include Cardell Mckinstry, Director of M&A Tax Services for Habif, Arogeti & Wynne LLP, and Bryan P. Koepp, Regional Wealth Strategist and Senior Vice President of Regions Private Wealth Management.

Bryan Koepp/Regions Private Wealth Management

Bryan Koepp joined Regions Private Wealth Management in August 2015 as its Wealth Strategist for its East region. Bryan’s major areas of expertise include advanced estate and trust planning, business succession planning, non-qualified benefit planning for companies and their employees, asset protection, and complex insurance transactions.

Prior to joining Regions Private Wealth Management, Bryan chaired PNC’s Wealth Management National Practice Group for Planning for the Business Owner as a Senior Wealth Planner for its Georgia wealth team. The Planning for the Business Owner group focused on the unique and often difficult planning needs of business owners including the development of a tax- efficient plan for business transition whether the transition is targeted for family members, outright sale, public offering, or other strategy. Bryan has also served as a group financial planning strategist with BB&T Wealth Management. While at BB&T, Bryan was the firm’s lead business transition planning strategist and also anchored BB&T’s wealth planning team in Georgia. Bryan has also served as a director and senior consulting attorney for AXA Equitable’s advanced markets team.

Bryan received his undergraduate degree (B.A.) with honors from the College of Wooster in Wooster, Ohio. He earned his law degree (J.D.) from The Ohio State University College of Law. He is admitted to practice law in the states of Georgia and Ohio. Bryan is also a Certified Financial Planner and a registered Trust & Estate practitioner (TEP) with the Society of Trust and Estate Practitioners (STEP) for international planning.

Linkedin: https://www.linkedin.com/in/bryan-koepp-0402317

Cardel McKinstryHabif, Arogeti & Wynne, LLP/

Cardell is the Director of M&A Tax Services for Habif, Arogeti & Wynne, LLP. Cardell has over 15 years of tax consulting experience serving clients across a wide range of industries, including construction, distribution, financial services, manufacturing and telecommunications. Prior to joining Habif, Arogeti & Wynne, Cardell was a Senior Director with the Alvarez & Marsal Transaction Tax Group and a former member of the Mergers and Acquisitions Transaction Services Group at Deloitte & Touche LLP.

Cardell focuses on advising financial and strategic clients on the tax aspects and structuring of taxable and tax-free transactions. These include mergers and acquisitions, dispositions, restructurings, leveraged buy-outs and recapitalizations. He has been involved in all aspects of due diligence, transaction structuring and reviews of transaction-related documents.

Cardell has assisted in providing tax solutions for companies going through different phases of their life cycle, such as mergers and acquisitions, dispositions, bankruptcies and ownership changes. The tax solutions provide a variety of structures to retain valuable tax attributes (e.g. NOLs, tax credits, etc.), maximizing value and flexibility for all parties involved.

Cardell earned a bachelor’s degree in accounting and a master’s degree in taxation from the University of Alabama.

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 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

Helping Mom and Dad Pay Their Bills as They Age

January 27, 2016 by Mike

Gwinnett Studio

Helping Mom and Dad Pay Their Bills as They Age

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Millie Baumbusch, Tim Curtin, Vivian Wright, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Millie Baumbusch discuss “Helping Mom and Dad Pay Their Bills as They Age: Solutions From Joint Accounts to Conservatorships” with their guests Vivian M. Wright and Tim Curtin.

Vivian Wright/Common Sense Solutions

Born in Atlanta, Vivian actually spent her formative years in Carrollton, Ga. She studied Early Childhood Education at the University of West Georgia and was a member of the Chi Omega sorority. She began her career at The First National Bank of Atlanta in 1981 as a secretary. Vivian quickly became enamored with numbers and within six months was promoted to Tax Analyst, preparing trust, charitable, employer and estate tax returns. While continuing to pursue a career in Trust and Investment Management, Vivian simultaneously earned her B.S. in Accounting from Georgia State University.

She is a graduate of Southern Trust School (1991), Cannon Financial Institute, National Trust School (1994) and National Graduate Trust School (1996). In 1992 Vivian was inducted among the distinguished charter designees as a Certified Trust and Financial Advisor. Frequently recognized, Vivian earned Outstanding Performer awards repeatedly during her tenure at both Wells Fargo (then) Wachovia and SunTrust Bank.

Prior to founding Common Sense Solutions, Vivian enjoyed a 20 year career managing fiduciary relationships at The First National Bank of Atlanta, First Atlanta, First Wachovia, Wachovia, now Wells Fargo; NationsBank, now Bank of America; SouthTrust, now Wells Fargo; and First Union, now Wells Fargo. By drawing on her experience with Atlanta’s leading Wealth Management Divisions, Vivian now serves the needs of clients and beneficiaries using her sense of fiduciary duty and compassion. Vivian constantly seeks practical ways to add value by compiling and analyzing client financial resources, reducing redundancy and greatly simplifying financial situations to bring a greater quality of life. Vivian is supported by an experienced and attentive staff dedicated to preserving client retention.

Incorporating in 2001 as Common Sense Solutions, Vivian realized her goal of creating a specialized business providing Private Fiduciary and Personal Bookkeeping services she had previously provided members of the bank’s Board of Directors and their families during her career at the Banks. Vivian enjoys working with the current generations of some of those same families.

Vivian has served on the Board of Directors of The American Association of Daily Money Managers, Lifespan Resources, BreakThru House and she and her husband, Andy Raper, previously served on the Board of Directors for The Men’s Health and Wellness Center. Vivian is also a member of the National Association of Professional Organizers.

Facebook: https://www.facebook.com/Common-Sense-Solutions-Inc-362681707588/

Tim Curtin/Curtin Law Firm

Tim Curtin is the President of Curtin Law Firm. Tim’s passion is helping individuals, families, and business owners achieve peace of mind by developing and implementing practical, customized, and cost effective estate plans. As part of his goal-oriented estate planning process, he first seeks to understand his clients’ goals and needs. His advice focuses on how his clients’ estate planning documents advance your goals. He uses plain English so they know what they need to do in order ensure their plan works the way it was intended. His personal mission is to make estate planning as accessible, efficient and streamlined as possible so that individuals, families, and business owners are motivated to express their estate planning goals, and families and business partners do not have to deal with the disastrous fallout from a lack of planning.

In addition to creating estate plans, Tim assists families in navigating the probate process when loved ones pass away, and he establishes guardianships and conservatorships for individuals with special needs and adults who can no longer manage their own affairs. For the past fifteen years, he has served as a court appointed attorney and guardian ad litem for incapacitated adults in the Fulton County, Georgia Probate Court.

Tim believes effective estate planning is critical to our financial, physical, and emotional well-being, and he is grateful for the opportunity to be involved in this process.

Tim is currently serving on the board of the Estate Planning and Probate Section of the Atlanta Bar Association. He is also a member of the Elder Law Section of the Atlanta Bar Association and the Fiduciary Law Section of the Georgia State Bar. He is honored to have received an “AV” rating from the Martindale-Hubbell legal directory, which rating is based upon a review by his peers and is the highest designation awarded. He received his law degree from Wake Forest University and his undergraduate degree from Hampden-Sydney College.

LinkedIn: www.linkedin.com/in/tim-curtin-a0102b82

To watch this program on You Tube, CLICK HERE.

About Gaslowitz Frankel:

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

Remember to tune in 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

Mountain View Group and My Professional CFO

January 12, 2016 by angishields

Midtown Business Radio

Mountain View Group and My Professional CFO

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Mountain View Group and My Professional CFO

This week we continued our bi-weekly series with Life University’s Dr. Gilles LaMarche, focusing on business leaders who exemplify integrity, in a lead-up to Life University’s LIFEtalks World Congress, May 12-13, discussing integrity for life with a number of well-known speakers on the subject. We were joined in the studio by Thom Gonyeau and Alan Conner, of Mountain View Group and My Professional CFO, respectively.

I met Alan a few weeks ago in the hall of our office building. After learning about how he helps physicians, I knew we needed to have him stop by to talk about it. In addition to providing basic accounting/payroll functions, Alan also helps physicians develop effective, legal tax strategies, including self funded insurance plans to reduce their tax burden and risk at the same time.

Alan shared the story of a family member, an ER physician in Florida. He explained the fact that his family member, as do many physicians, work as 1099 contractors for the respective practice they serve. In this relationship, the doctor receives a gross paycheck with no tax withheld.

In this situation it is vital for the provider to plan for their tax obligation and pay it in a timely fashion (at least quarterly) or they face between 5-10% penalties, which can quickly add up to significant amounts, based on the numbers they’re working with.

Alan explained several options available to physicians that work as 1099 contractors, including self funded insurance plans, pension plans, SEP IRA’s, and others, that will help them preserve their hard-earned revenue for later while protecting them from risk such as loss of medical license should that occur.

It’s clear after speaking with him that it is advisable for our colleagues in the community to partner with experts such as Alan to develop a solid plan for managing their tax obligations as well as helping to secure their financial future.

I met Thom Gonyeau ~five years ago. Equal parts right-brain and left-brain, he’s an operational guru. He works with clients to solve their business needs. Thom is an avid photographer, tennis player, runner, and writer. H had his first brush with fame at age 8, when his poem “Things That Are Beautiful” was published in Highlights magazine.

We talked about the media production work he and his team execute to help their clients, which includes the likes of GE, Coca Cola, and numerous other well-known enterprises, tell the story of their brand both internally and externally. Thom draws on his love of writing and his curiosity to get to know his clients very well and then be able to craft engaging, award-winning media productions across a variety of platforms to share it with the target audience.

Special Guests:

Dr. Gilles LaMarche, DC, VP of Professional Relations at Life University

Doctor of Chiropractic, Canadian Memorial Chiropractic College
Author, The ART of Responsibility, Insight Publishing 2012
Certified Six Advisors Coach, Six Advisors Coaching Academy
Previous Vice President, Parker College of Chiropractic

Alan Conner, CEO, My Professional CFO

MBA, Finance, Nova Southeastern University
Previous Investment Banker, Orosey & Pepe Capital Markets
Former Investment Manager, Arduus Asset Management

Thom Gonyeau, CEO, Mountain View Group

MA, Communications, The College of Saint Rose
Chair, Board of Trustees, Creative Education Foundation

Full House! Don Kemp, Nancy Kriseman, Renee Cook and Taryn Westmoreland

December 10, 2009 by angishields

Eugeria

Full House! Don Kemp, Nancy Kriseman, Renee Cook and Taryn Westmoreland

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Don Kemp is the President of Southern Advisors Group, a comprehensive financial planning service. After 20 years of Fortune 100 experience, Don now brings his problem solving skills, business experience and client insight to families by providing comprehensive solutions to a range of financial issues, such as IRA preservation/distribution strategies, the cost of long term care and “self-completing” tax-free retirement income plans. Don brings a broad, “wholistic”, long-range perspective that helps clients make decisions now that will serve them for decades to come. Don can be reached at 678-860-4639, or via email at dkemp@brokersifs.com.

More than 15 years ago, Nancy Kriseman, President of Geriatric Consulting Services, Inc., recognized that aging adults and their families were having difficulty navigating the complex and often bewildering choices facing them as they were required to make decisions about healthcare, living arrangements, custodial care and more. Acknowledging that the amount of information available can be overwhelming, Nancy helps her clients sift and evaluate the options. Her passion is to tackle the most challenging family situations both by educating and counseling, thereby bringing peace of mind, comfort and harmony to her clients in their time of need. Nancy can be reached at 404-881-0313, or visit her website at www.nancykriseman.com.

Renee Cook and Taryn Westmoreland rounded out our line-up this morning. Renee and Taryn represent Tiffany Haggard, and Senior Lifestyle Connections. Renee’s responsibility at Senior Lifestyle Connections is to assist clients in navigating the difficult and convoluted process of applying for benefits through the Veterans Administration’s Aid and Attendance program. Renee spends a good bit of her time evaluating her clients for eligibility to the program before the application process is even started. Taryn’s role is to help families find an evaluate living arrangements that meet their physical, emotional and social needs, as well as accommodating their financial means. Taryn, Renee or Tiffany can be reached at (866) 966-6323. Visit their website at www.seniorlifestyleconnections.com.