financial planning Archives - Page 6 of 10

Dr. Jann Joseph of Georgia Gwinnett College and Jerrí Hewett Miller of Wealth Horizon

February 28, 2020 by Mike

Celebrating Powerhouse Women

Dr. Jann Joseph of Georgia Gwinnett College and Jerrí Hewett Miller of Wealth Horizon

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Jerri Hewett Miller, Dr. Jann Joseph, Amanda Pearch

Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it’s in business, philanthropy, public service, or elsewhere.

This series is presented by C-A-B Incorporated. Since 1982, C-A-B Incorporated has been a pre-eminent leader in manufacturing and global sourcing of precision machined iron and steel products serving infrastructure, hydraulics, automotive, rail, and a variety of other industries. As a woman-owned company, C-A-B is proud to be the presenting sponsor of the “Celebrating Powerhouse Women” series, bringing focus to the many incredible women in our community making things happen.

Dr. Jann Joseph/Georgia Gwinnett College

Dr. Jann Joseph, the President of Georgia Gwinnett College, has spent her career working to increase educational opportunities and student success. Joseph was born in Trinidad, West Indies, as the youngest of five siblings. Although neither parent completed elementary school, they valued the power of education to transform lives for generations. Joseph’s gratitude for her parents’ encouragement and sacrifices to give her an education inspired her to
pay it forward by serving in higher education.

Joseph graduated from the University of the West Indies – St. Augustine with a bachelor’s of science in
agriculture in 1984 and a master’s of philosophy in plant science in 1989. She taught with the Ministry of
Education for the Government of Trinidad and Tobago from 1990 to 1992. In 1998, she graduated from the University of Wisconsin – Madison with a doctorate in curriculum and instruction in science education. While there, she held various teaching and research positions. Her first full-time faculty appointment was at Grand Valley State University in Allendale, Michigan, where she advanced through the ranks to professor in the Department of Biology – Science Education and associate dean in the College of Liberal Arts and Sciences. She continued to expand her administrative and programmatic experiences, first as dean of the College of Education at Eastern Michigan University in Ypsilanti. She later served as executive vice chancellor for Academic Affairs, Division of Student Engagement and Success and then as interim chancellor at Indiana University – South Bend. In 2019, Joseph was named President of Georgia Gwinnett College.

Her professional affiliations include service as president representative for IN-ACE Women’s Network,
campus representative for the IU Academic Leadership Council, the Center for Regional Campus
Excellence and the Higher Learning Commission, board member of Indiana Campus Compact, and
executive board member of the Michigan Association for Colleges of Teacher Education. She has also
served as chair of the Michigan Council of Deans of Colleges of Education and the Content Advisory
Committee of the Michigan Test for Teacher Certification – Integrated Science. She has been a member
of the MI-ACE Women of Color Committee, the Council of Colleges of Arts and Sciences Committee on
Associate/Assistant Deans and the Detroit Schools Higher Education Consortium.

Joseph’s civic engagement has included serving on the boards of Healthlinc, the South Bend Regional
Chamber of Commerce and the St. Joseph County Historical Society, and as president of the South Bend
Chapter of The Links Inc. She was a member of the Ypsilanti 20-Club Town and Gown group and has
volunteered with Dress for Success and the American Heart Association, among other organizations.

Jerri Hewett Miller/Wealth Horizon

Jerrí Hewett Miller is the founder and principal of Wealth Horizon. After building a foundation in the life and disability insurance arena, Jerrí has pursued her true passion since 1994 – wealth management and comprehensive financial planning for families and business owners.

She earned her Certified Financial Planner designation and founded Wealth Horizon in July of 1998. Jerrí holds a Bachelor of Science from the University of North Carolina. Lifelong learning is also a priority as she also holds the Retirement Income Certified Professional (RICP) designation as well as the Certified Financial Divorce Practitioner (CFDA) and Behavioral Financial Advisor (BFA) designations.

Jerrí is the recipient of multiple national awards, including the FIVE STAR Wealth Manager Award from 2014 to 2019. She was also named a winner of the Women’s Choice Award for Financial Advisors in 2018.

Deeply committed to her community, Jerri serves on the Board of the Gwinnett Chamber of Commerce, the advisory board of Gwinnett Leadership Organization of Women, as well as other service positions in the community. In 2015 she was awarded the Gwinnett Chamber’s top honors – “Woman Owned Small Business” Pinnacle Award and “Overall Small Business” Pinnacle Award.

Official Presenting Sponsor of Celebrating Powerhouse Women

Also Brought To You In Part By

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.

Financial & Estate Planning for Young Adults

September 25, 2019 by Mike

Gwinnett Studio

Financial & Estate Planning for Young Adults

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Craig Frankel, Alicyn McLeod, Chloe Moore, Cherish De la Cruz, Robert Port

Alicyn McLeod/Atlanta Tax

Alicyn McLeod with Atlanta.Tax is a Certified Public Accountant and a Certified Financial Planner with nearly 20 years of tax experience. She specializes in tax planning and compliance for closely-held businesses, individuals, and not-for-profits.

A Georgia native, Alicyn is a graduate of Augusta University where she earned a Bachelors in Business Administration in Accounting and a Masters of Business Administration. She is an animal-lover who wanted to be a veterinarian as a child and accidentally stumbled into accounting while working her way through school. She quickly appreciated that each day holds its own unique professional challenges and learning opportunities. She enjoys applying her specialized knowledge to her clients’ business and tax situations to help them understand and navigate confusing issues that have a large impact on their finances.

Alicyn resides near Chastain Park and is an active member of the Atlanta business community. She has contributed her professional skills over the years by volunteering with several organizations including serving as President of the American Woman’s Society of CPAs – Georgia Affiliate, Treasurer of Goethe-Zentrum Atlanta (a German cultural center), and serving on the finance committees for the Georgia Lawyers for the Arts and Atlanta Gay & Lesbian Chamber of Commerce. Alicyn is a 2016-2017 participant in the Philanthropic Advisor Leadership Institute (PALI) sponsored by the Community Foundation for Greater Atlanta, as well as a 2018 participant in the Atlanta Women’s Foundation’s Women on Board program.

Chloe Moore/Financial Staples

Chloe is the Founder of Financial Staples, a virtual, fee-only comprehensive financial planning firm based in Atlanta, GA and serving clients nationwide. Financial Staples is dedicated to serving young professionals and small business owners who are entrepreneurial-minded, philanthropic, and purpose-driven. As a Certified Financial Planner professional, Chloe takes a comprehensive approach with clients and creates customized solutions that incorporate her clients’ values and financial objectives.

Prior to launching Financial Staples, Chloe advised high net worth individuals and families at a southeastern based independent trust company. She also works as a consultant for other financial advisors, providing outsourced financial planning and practice management solutions.

In addition to promoting financial literacy through volunteer efforts, Chloe also focuses on the cultivation of female and minority financial planners. She serves on the advisory committee for the XY Planning Network and is an active member of several professional organizations. Through her leadership, contribution, and volunteerism within the financial services industry, Chloe was recognized as one of Investment News Magazine’s Top 40 Under 40 in 2017.

Cherish De la Cruz/De la Cruz Law, LLC

Cherish De la Cruz established De la Cruz Law, LLC in 2013 to help multi-generational families plan their futures. In 2012, Cherish experienced losing a close family member to cancer. While taking care of her aunt’s affairs, she realized the stress and unnecessary hardship of not having a comprehensive and customized estate plan. As a mother of three young children and as the daughter of aging baby boomer parents, Cherish is both personally and professionally fluent in the complexities that arise in ensuring that family members are protected with life and estate planning. With her background and expertise in investments and insurance, Cherish works collaboratively with advisors in helping families and small businesses develop tailored estate plans.

Community involvement and leadership has always been important to Cherish. She is the Immediate Past President of the Georgia Asian Pacific American Bar Association (GAPABA), Chair of the Elder Law Section of the Atlanta Bar Association, a founding Board Member of XPX – The Exit Planning Exchange and Board Member of Mosaic Georgia (formerly the Gwinnett Sexual Assault Center and Children’s Advocacy Center). She is also a graduate of the 34th Class of Leadership Gwinnett (2019). In 2017, the Georgia Asian Times named Cherish as one of the Most Influential Asian Americans in Georgia.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

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

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

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

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

Nate Smith with BIP Wealth, Gordon Morse with Morse Corporate Advisors and Mitch Hughes with ViZZ

September 9, 2019 by angishields

Atlanta Business Radio

Nate Smith with BIP Wealth, Gordon Morse with Morse Corporate Advisors and Mitch Hughes with ViZZ

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Nathan “Nate” Smith is the chief operating officer (COO) at BIP Wealth, one of the Southeast’s leading wealth management firms. Prior to bringing his leadership skills to BIP Wealth, Smith completed a nine-year tenure at Hire Heroes USA, where he held C-level positions within the nation’s most effective veteran employment organization.

A former officer in the U.S. Marine Corps with deployments to Iraq, he served from 2003 to 2010 with ranks spanning second lieutenant to captain. He is the recipient of a Navy and Marine Corps Commendation Medal and a Navy and Marine Corps Achievement Medal, both with Valor devices.

Smith holds a bachelor’s degree from the Virginia Military Institute and a master’s degree in Public Administration from the University of Georgia. Additionally, he is a member of the board of advisors for the National Association of Veteran Serving Organizations.

Connect with Nate on LinkedIn and follow BIP Wealth on Twitter and Facebook.

Gordon Morse, Founder of Morse Corporate Advisors, spent over thirty years successfully building and leading critical businesses for a group of the most prestigious investment firms in the world. He is now dedicated to aiding entrepreneurs in the growth and cultivation of their enterprises.

Connect with Gordon on LinkedIn.

Over the course of forty years of experience, Mitch Hughes has been owner or partner in no fewer than ten successful technology, engineering, and construction organizations, where he has consistently shown himself to be an effective leader and forward-thinking innovator.

As the inventor of ViZZ, Mitch is currently realizing his greatest passion as he leads a unique and talented team to challenge the status quo of technology, with a focused vision of improving lives where we live, work, and play.

Mitch holds multiple board-of-director and committee seats, including formerly held seats or advisory positions with highly acclaimed groups such as the National BIM Standards Committee of the National Institute of Building Sciences, and president of the nation’s largest chapter of the Cold-Formed Steel Engineering Institute.

In addition to civil engineering, Mitch’s education and experience includes an emphasis on business management and computer science. These foci have equipped him with the skills to integrate innovation with positive personal interaction, impacting the individual, advancing business, and providing benefit to the community at large.

Connect with Mitch on LinkedIn and Twitter and follow ViZZ on Facebook.

Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

August 29, 2019 by Karen

Phoenix Business Radio

Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

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Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

The founders of Paradigm Shift Financial (PSF) used to work at your traditional financial firm. You know the kind: product-oriented, quota-driven, and commission-based where those with the biggest sales were touted as the best “advisors”.

They did the best they could within that system to bring value and guidance to clients independent of the commission check, all the while being reminded they weren’t driving sales hard enough.

Finally, after feeling like they were hitting their heads against a wall, a light bulb went off.

Why work in, and fight against, an environment which seemed to put sales first and client dreams second? Why not start their own firm; bringing forth education and coaching to clients, free from the need to push products?

This “lightbulb” moment was their paradigm shift. A powerful definition of the term paradigm shift is, “an important change that happens when the usual way of thinking about or doing something is replaced by a new way”. And thus, in 2017 Paradigm Shift Financial, LLC. was born.

Since inception, the firm has been committed to and guided by its Core Values to ensure their clients achieve their dreams. Through powerful coaching, exceptional service, and engaging experiences, clients are led to discover a greater purpose for their wealth. PSF creates an environment in which all members are given the opportunity to share and participate, which engenders a community support structure that has a far-reaching impact.

Thomas Blottenberger spent 8 years with a big financial firm when he discovered his commitment to bring forth the most powerful strategies for his clients was not supported.

In 2017 he co-founded Paradigm Shift Financial with Shauna Price so clients could discover the truth about investment.

After 7 years in the traditional financial industry, Shauna realized that the model was flawed, and clients were at risk. She joined forces with Thomas to alter peoples experience of money and to empower them to realize their dreams.

Follow Paradigm Shift Financial on Facebook, Twitter and Instagram.

Michael Williams with Bank of America, Charlotte Geletka with Silver Penny Financial and Lisa and Dave Amundsen with Le Macaron

August 27, 2019 by angishields

Atlanta Business Radio

Michael Williams with Bank of America, Charlotte Geletka with Silver Penny Financial and Lisa and Dave Amundsen with Le Macaron

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Michael Williams joined the Bank of America family in July of 2011 in the role of Consumer Market Manager. Michael currently leads the Greater Atlanta Small Business Consultant group.

Michael is responsible for the performance of 27 small business specialist, focus on assiting small business owners achieve their business and life priorities by providing exceptional advise and making our full team of specialist accessible. He strives to identify ways to reduce complexity and provide a seamless experience for the client, taking into account the interests of our clients when considering decisions and solutions.

Michael also works closely with key partners in all lines of business to deliver top-notch service to customers. Through coaching Michael consistently has lead his teams to client experience success. While also managing the safety and soundness of our business, compliance and adherence to policies and procedures by means of sales integrity and ethics.

Michael and his family have a passion for volunteering and supporting organizations such as Autism Speaks, Cystic Fibrosis Foundation, and Girl Scouts of America,.
Michael defines success by his ability to make himself available to all team members as a sounding board as well as mentors, coaches and to provide developmental suggestions.

Connect with Michael on LinkedIn.

Charlotte Geletka is the managing partner at Silver Penny Financial Planning and a Chartered Retirement Planning Counselor ®. As an experienced investment advisor, Charlotte is more of a financial coach than anything else, committed to helping her clients get to a point where they can stop worrying about their financial future. She works hard with them to simplify their financial lives, get their financial houses in order, and create a clear path to their retirement goals—whether retirement is right around the corner or in the distant the future.

Charlotte graduated Summa Cum Laude from North Carolina State University. She is active on the local area committee for Young Life Atlanta Project. Charlotte gives financial literacy education talks for youth through the Kennrod Organization and local schools. She is passionate about serving her local community and financially empowering females.

Charlotte was honored to be named to Investment News’ 40 Under 40 class of 2019. This award highlights young talent in the financial advice industry and recognizes their accomplishments, contributions to the industry, leadership, and promise for the future. She is a member of the Morningstar Advisory Board. She was awarded the 2018 Circle of Excellence award by Women in Financial Services. She is proud to be a member of the Investment News Women Adviser Summit’s 2019 advisory board. She is a 2018 Atlanta Five Star Wealth Manager and recipient of the 2017 Lincoln Southeast Advisor of Now award. Charlotte also serves on the ABS Advisory Council at Lincoln Financial Advisors.

Charlotte holds the following licenses and professional designations: Chartered Retirement Planning Counselor from the College of Financial Planning, Investment Advisor Representative (series 65 Uniform Investment Advisor Law Exam), Series 7 Securities Representative Exam. Uniform Securities Agent (Series 63), Life, Health, and Annuity Insurance Agent.

Connect with Charlotte on Linkedin.

Le Macaron was founded in 2009 by mother-daughter duo Rosalie and Audrey Guillem to bring a taste of France to America, and to fill a gap in the pastry segment as the first concept to focus on the macaron. The first store opened in Sarasota, Florida, drawing in customers from as far as three hours away to get a taste of the airy but decadent, very Instagrammable French treat.

Le Macaron began franchising in 2012, and now has more than 50 locations across 11 states. In addition to its signature macaron, stores sell gelato, eclairs, napoleons, pies, cakes, croissants and fine chocolates, made with the finest French ingredients, as well as coffee, tea and more. As an industry leader with plenty of room to grow, Le Macaron plans to expand its national footprint through its commitment to authenticity and a willingness to adapt to evolving customer preferences.

With a degree in Hospitality Management from Ohio State University, Lisa Amundsen of Alpharetta had worked in the hotel business for over 20 years. Now, she has made the switch to restaurant management and is bringing two Le Macaron locations to the metro-Atlanta area, along with her husband Dave Amundsen.

Lisa had been with HelmsBriscoe for almost 16 years. They are a third party site-selection company, so she got to work with hoteliers and meeting planners every day. She is excited to use her connections in a new way. Lisa and Dave have lived in the Alpharetta area for over 15 years, where they now raise their two songs, ages 13 and 18. Lisa and Dave have volunteered any many school and charity events, in addition to attending their youngest son’s soccer tournaments.

When Dave was unexpectedly laid off from his job in corporate finance after more than 20 years, outplacement services brought him to a franchise consultant. Business ownership was something the husband-and-wife team had considered in the past, but franchising had never occurred to them. “The consultant approached me with four or five different ideas based on our experience and future goals and at the end of the day, Le Macaron shone brightly to us,” said Dave Amundsen. “We really liked what we heard when we talked to the franchisor and other franchisees.“

Follow Le Macaron on Facebook and Instagram.

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.

Atlanta Cares Radio: Grace Hayden Discusses Socially Responsible Investing and Her New Show Atlanta Cares Radio

August 14, 2019 by angishields

Atlanta Business Radio

Atlanta Cares Radio: Grace Hayden Discusses Socially Responsible Investing and Her New Show Atlanta Cares Radio

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Grace Hayden is dedicated to building comprehensive wealth management strategies to suit each of her clients’ financial paths. By establishing and maintaining good relationships with her clients, Grace is able to set up her clients’ accounts based on their needs, goals, and objectives.

In addition to being a familiar face around Atlanta Planning Group, after obtaining two bachelor’s degrees in Economics from the University of Venice – Ca’ Foscari and Georgia State University, Grace went on to work for some of the most well-known names in the financial industry, including Jackson National and Invesco, a global asset manager headquartered in Atlanta.

In Grace’s spare time she enjoys hiking, rock climbing, traveling and exploring Atlanta’s culinary scene.

Amy Greiner with Kingsview Partners Wealth Management and Leta Brooks with Status Home Design

August 1, 2019 by Mike

Gwinnett Business Radio

Amy Greiner with Kingsview Partners Wealth Management and Leta Brooks with Status Home Design

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Mike Sammond, Amy Greiner, Leta Brooks, Steven Julian

Amy Greiner/Kingsview Partners Wealth Management

Kingsview Partners Wealth Management is a multi-faceted, fee-based investment advisory firm. They believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. At Kingsview, the only thing that matters is long term client satisfaction.

Leta Brooks/Status Home Design

Status Home Design is a 12.000 sq ft retail store located in the Kohls Plaza of Hamilton Mill at 2240 Hamilton Creek Pkwy, Dacula, Georgia. They have 70 different merchants inside the store selling furniture and home goods of various styles. Their Status Carpenters can rehab, refinish, or repaint almost anything. This fantastic team of carpenters also custom builds tables, bookcases, cabinets, and barn doors. Status Design Studio, Inc., their award winning full-service interior design firm is also located inside the store. Their designers, provide exemplary service for all your home and business needs. Status Home Design’s knowledge of the latest trends and access to an abundance of manufacturers for furniture and all home decor items, sets them apart from the rest. Last, but certainly not least, they have an in-house seamstress and upholstery workshop.