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Making and Implementing Long Term Plans (Part 1 of 2)

May 25, 2021 by Mike

Gwinnett Studio

Making and Implementing Long Term Plans (Part 1 of 2)

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On this first episode of a 2-part series on “Stewarding Family Wealth“, hosts Randy Brunson and Sandy Leroux discuss the first two keys to making and implementing long term goals, whether its financial goals or life goals. The first two steps include writing down your goals and keeping the list short.

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Sandy LeRoux/Centurion Advisory Group

Sandy LeRoux, has been with Centurion Advisory Group since early 2015. She serves as co-advisor and team lead and has primary responsibility for a number of client relationships. Sandy is a skilled and dedicated Financial Planner with more than 20 years’ experience in the executive level of business and finance. For 15 years, she served as Controller and Human Resources Administrator for LeRoux Entertainment, a multimillion-dollar company with over 250 employees in six states.

Following her desire to serve the broader community, Sandy served as the Executive Assistant to the lead pastor of The Bridge Church. During her time there, she especially enjoyed developing strategic pathways and action plans based on the priorities, vision, and initiatives of the pastor and congregation. Sandy also worked at the executive level of First Covenant Bank in Roswell, GA. Her talents in the financial and faith-based organizations are what led her to Centurion Advisory Group.

Sandy received her Bachelor’s Degree in Finance with a Minor in Accounting from UGA and her MBA in Corporate Finance from Georgia State University. Currently, Sandy is working towards her Certified Financial Planner (CFP) designation.

Stewarding Family Wealth is presented by

SIMON SAYS, LET’S TALK BUSINESS: Jennifer Fennell with Jackson EMC, Bill McDermott with McDermott Financial Solutions, and Gregg Burkhalter “The LinkedIn Guy”

August 23, 2018 by Mike

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Jennifer Fennell with Jackson EMC, Bill McDermott with McDermott Financial Solutions, and Gregg Burkhalter "The LinkedIn Guy"

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Bill McDermott, Jennifer Fennell, Gregg Burkhalter, Al Simon

Jennifer Fennell/Jackson EMC

Jackson EMC was founded in 1938 on the belief that by working together, they could improve the quality of life for residents of Northeast Georgia through the power of electricity. That idea hasn’t changed, and a Jackson EMC membership still costs the same today as it did then: $5.

Today, the meters Jackson EMC serves has grown to more than 220,000, but their commitment to the members they serve, and their community, remains the same. As they look to the future, they rely on their vision, mission and values to keep them on track.

Bill McDermott/McDermott Financial Solutions

McDermott Financial Solutions helps business owners establish solid financial plans to get on a clear path to growth and profitability through their 6-step process called the McDermott Advantage. They also help business owners find funding for their business with McDermott Financial Solutions’ prior banking experience, expertise and contacts.

Gregg Burkhalter/”The LinkedIn Guy”

Gregg Burkhalter is a recognized authority on personal branding and LinkedIn. He has helped countless professionals in the U.S. and abroad define and grow their personal brand using LinkedIn.

Gregg spent the first part of his professional career behind the microphone at radio stations in Savannah, Jacksonville, Charleston, and Atlanta. Following his radio years, Gregg worked in national music marketing and distribution.

Today, Gregg is known by many as “The LinkedIn Guy”. He provides personal branding coaching and LinkedIn training via one-on-one and group training sessions, corporate presentations, and webinars. Gregg is also a frequent speaker at civic and chamber events and area universities.

Structuring and Managing Investment Portfolios

May 27, 2015 by Mike

Gwinnett Studio

Structuring and Managing Investment Portfolios

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Bill Leonard, Robert Port, Craig Frankel, Lane Steinberger

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss the issues and challenges in structuring and managing an investment portfolio with their guests Bill Leonard and Lane Steinberger.

Bill Leonard/Taylor English Duma LLP

Bill Leonard, a partner at Taylor English Duma LLP, has over three decades of experience in litigation involving securities and investments, liability of directors, officers, managers, and partners of businesses, shareholder and member rights and fiduciary duties, accountant and auditor liability, law firm liability, and banking law. His experience includes class actions, lawsuits in federal and state courts in many different states, and arbitrations. Mr. Leonard is also a trained mediator and has served as an arbitrator for securities disputes. He conducts internal investigations into potential wrongdoing by officers, directors, and employees of corporations. He has represented officers, directors, accountants, brokers, and other professionals in investigations by the Securities and Exchange Commission (SEC), the New York Stock Exchange, the Commodities Futures Trading Commission, and the Department of Justice. He has represented investors, stockbrokers, and brokerage firms in lawsuits and FINRA arbitrations concerning stocks, bonds, and options.

Mr. Leonard has been counsel to parties in litigation involving insurance coverage, restrictive covenants, tax sharing agreements, mergers and acquisitions, computer software, and other business disputes. He has represented shareholders in asserting dissenters’ rights in connection with corporate mergers and asset sales. He has also handled fiduciary litigation in several contexts, such as the representation of employees in litigation against trustees and corporate sponsors of ERISA plans to recover benefits and for breach of fiduciary duty, waste, and conflicting interest transactions.

Mr. Leonard investigated and asserted claims as counsel to the Federal Deposit Insurance Corporation against directors, officers, and attorneys of failed financial institutions in several states. As counsel to the National Credit Union Administration, he headed the investigation and assertion of claims against directors, officers, and attorneys of two Massachusetts credit unions, including uncovering the largest real estate fraud in United States credit union history.

LinkedIn Profile: https://www.linkedin.com/pub/bill-leonard/1b/68a/916

LinkedIn Company Page: https://www.linkedin.com/company/taylor-english-duma-llp

Lane Steinberger/Redwood Wealth Management

As chief investment officer, Lane Steinberger brings more than 20 years of experience in the world of finance and investing to Redwood Wealth Management. Lane also comes from a long line of entrepreneurs, including his grandfather and father, who owned a grocery store and furniture business in Statesville, N.C., that was established in the early 1900s

Lane’s path to Redwood started with Bank of America in Charlotte, N.C., advising clients on the foreign currency markets and derivative strategies, his first job after attending North Carolina State University. From there, it was on to international finance studies in Vienna, Austria, and Bangalore, India, as part of the University of South Carolina’s nationally ranked International MBA program.

He joined BellSouth in 2000, where he managed a $5 billion fixed income/bond portfolio for the company’s pension fund while also working as the fund’s asset allocation strategist, managing the asset allocation of the entire pension portfolio.

After BellSouth, Lane finally followed in the footsteps of his father and grandfather and started Alexander Investment Advisory, which later merged into Redwood.

Today, he holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. He intends to be a lifelong student since he is now currently working towards a Doctorate in Business at Georgia State University.

He has also served as a board member and media/communications head of the CFA Society of Atlanta and volunteers on the budget and finance committee for the JF&CS charity.

LinkedIn Profile: https://www.linkedin.com/in/lanesteinberger

LinkedIn Company Page: https://www.linkedin.com/company/redwood-wealth-management-llc

Facebook Page: https://www.facebook.com/RedwoodWealthManagement

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.