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LEADERSHIP LOWDOWN Ross Dietrich with Price Kong and Gay Meyer with USAA

May 9, 2019 by Karen

LEADERSHIP-LOWDOWN-Ross-Dietrich-with-Price-Kong-and-Gay-Meyer-with-USAA
Phoenix Business Radio
LEADERSHIP LOWDOWN Ross Dietrich with Price Kong and Gay Meyer with USAA
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LEADERSHIP LOWDOWN Ross Dietrich with Price Kong and Gay Meyer with USAA

Price-Kong-Logo

Price Kong is a local CPA firm. The firm provides tax, consulting and financial statement and financial planning services to a wide range of industries and client. Price Kong currently has 50 team members and helps clients large and small.

Ross-Dietrich-on-Phoenix-Business-RadioXRoss Dietrich is the managing partner of Price Kong. Ross is originally from Michigan and has been in the valley for more than 20 years. Ross has been with Price Kong for more than 13 years and has been a partner with the firm for 6 years. Ross also is the audit partner for Price Kong and leads the construction services group for the firm.

Ross’s number one passion is his family. He and his wife Tara have 5 children including 8 year old twin boys that keep them on their toes.

Connect with Ross on LinkedIn and follow Price Kong on Facebook.

The mission of USAA is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial usaa-logo.max-500x500products and services; in so doing, USAA seeks to be the provider of choice for the military community.

Gay-Meyer-on-Phoenix-Business-RadioXGay Meyer is the AVP of HR Regional Operations for USAA and is responsible for HR operations for the Phoenix campus and the development of an integrated strategy across all USAA regions to include Colorado Springs, Tampa, and Dallas.

Based on USAA’s strong commitment to attract, develop and retain the best talent available for their growing company, Gay seeks to develop a unique employment brand for each market and ensure every employee that joins the company has an incredible employee experience.

Follow USAA Careers on Facebook.

The Leadership Lowdown was created to share the REAL story behind valley leaders’ rise to the top, and the truth about what it takes to TRULY succeed in life and business. Hear the raw stories of these leaders’ journeys…the pitfalls, the victories, and all of the heartaches and triumphs in between.

ABOUT YOUR HOST

Jodi Low is an accomplished corporate trainer, inspirational speaker, and the Founder and CEO of U & Improved. Jodi has trained thousands of entrepreneurs and executives on how to build a booming business, master a mindset for success, and achieve the lifestyle they desire through heart-fueled leadership.

Through U & Improved—an award-winning personal and professional leadership development company based in Scottsdale—Jodi has redefined traditional leadership training by creating a sustainable and actionable model that is personal, challenging and meaningful to each and every individual who enrolls in any of the two-and-a-half-day experiential training classes. She and her elite training team have advanced the charge in heart-based leadership
development and empower U & Improved graduates with knowledge, tools and awareness to immediately be more effective and responsive leaders at work, home and within their communities. U & Improved

Among her many accomplishments as a Valley leader, Jodi launched a teen leadership program in 2014 to empower young adults to become more confident, motivated and focused stewards of our future. In 2016, she founded a non-profit arm of the company—the U & Improved Leadership Foundation—that makes the program more accessible to deserving teens.

Jodi has been recognized by industry publications and organizations for her work in leadership development and serves as a source of inspiration within the community. In 2015, she was honored as an “Outstanding Women in Business” by the Phoenix Business Journal and by the Phoenix Suns and National Bank of Arizona with the “Amazing Women” award. She has received both the prestigious “Diversity Leader of the Year” and the Scottsdale Chamber of Commerce’s “Sterling Award.” She was also awarded a Silver Stevie Award for Female Entrepreneur of the Year 2015 and was a finalist for the Junior League of Phoenix’s Valley Impact Award. Jodi is a devoted single parent who volunteers her time at her daughters’ school programs and with organizations such as Angel Mamas, where she’s served on the board for three years.

 

Tagged With: CPa, financial planning services, financial services, military hiring, Price Kong, USAA expansion of IT in Phoenix, USAA hiring

Ron Keller & Jill Edwards with Wells Fargo

February 13, 2019 by Mike

CaseinPoint
Case In Point
Ron Keller & Jill Edwards with Wells Fargo
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Ron Keller, Jill Edwards, Rick Strawn

Ron Keller & Jill Edwards/Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy their customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance through 7,800 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 37 countries and territories to support customers who conduct business in the global economy. With approximately 259,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 26 on Fortune’s 2018 rankings of America’s largest corporations.

For your business needs, you can reach Ron Keller, Vice President of Business Development, at ronald.g.keller@wellsfargo.com or (404) 310-0771.

Tagged With: cyber security, financial services, investments, merchant services, mortgages, Paradigm Security, Paradigm Security Services, Rick Strawn, Ron Keller, security, sonesta gwinnett place atlanta, subaru of gwinnett, Wells Fargo, wells fargo business banking

Oshana Himot

February 19, 2018 by Karen

Phoenix Business Radio
Phoenix Business Radio
Oshana Himot
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Oshana Himot, MBA, is a speaker and organizational coach in the Phoenix area who assists ceo’s and professionals to achieve their goals effectively. She works with people who are making positive changes in their work, such as starting a new business, a new project, a partnership or another way they are moving forward.

Oshana is starting a global training institute in the Phoenix area called Oshana’s Joy Institute. The Institute offers workshops, teleseminars and special programs for youth. Its first program – a teleseminar called ‘Leaping Forward – Achieving Your Goals in 2018 – begins on March 5th. Oshana has a Masters of Business Administration degree in Corporate Finance from Golden Gate University in San Francisco, California and is writing a book.

Her website is: OshanaSpeakingCoaching.com

To contact Oshana, call 602-463-6797 or email oshana@oshanaspeakingcoaching.com

Tagged With: CPa, Creating Consistency, Financial Planners, financial services, Healthcare workers, hospitals, Leaping Forward, Oshana Himot, Oshana's Speaking and Coaching Programs, Oshana’s Survey Method, Patient Relationships, personal development, Phoenix Organizational Coach, professional development, Scientists, sustainability, Technology, thought leaders

Brooke Walker with Transamerica

October 10, 2017 by Karen

Phoenix Business Radio
Phoenix Business Radio
Brooke Walker with Transamerica
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Brooke Walker with Transamerica spent decades successfully working in law firms, medical offices and the beauty industry for established and growing firms before launching her career as a Financial Representative. It was her time in various fields that drove her to the financial industry. Brooke knows what truly drives people—and it’s the desire to see them grow and succeed. It’s how well you connect with the people you’re trying to help and communicate your ability to help them reach their goals.

Brooke graduated Summa Cum Laude with a Bachelor’s in Psychology which she attained while raising two children as a single mother.

Her passion is to inspire other women and help them to reach financial success. She is very active in volunteering in the community.

Transamerica / World Financial Group

In 1904, a young entrepreneur named Amadeo Giannini created the Bank of Italy in a converted San Francisco saloon. His goal was to make financial services available to everyone — not just the wealthy few. And so he did; after the 1906 quake and fire, Giannini set up a makeshift bank on the San Francisco docks, giving residents loans to rebuild, secured with only a handshake .

In the mid-1980s, Transamerica refocused its core business on its founding mission of making insurance and financial tools available to more people. And in July 1999, Transamerica began a new chapter in its history when it became part of one of the world’s leading international financial organizations: Aegon N.V.

Today, the Transamerica companies are as committed to helping people as we were 100 years ago. Customers now have access to an even wider range of services, from life insurance to retirement plans, to secure their financial futures.

From our very beginning we’ve been committed to helping you build a solid financial foundation for now and the future. And we’ll continue to do so with insurance and financial products that are as affordable as they are exceptional.

For more information about Transamerica/World Financial Group and to connect with Brooke:

BROOKE WALKER
Financial Representative
Direct: 480-586-5018
1839 S. Alma School Road, #380
Mesa, Arizona 85210
Offic480-262-8102
howmoneyworks.com/brooke
joinwealthwave.com/brooke
www.facebook.com/bswalker10

Tagged With: creating wealth in Arizona, financial services, Financial Services Consulting, financial services jobs, money planning, smart money management

AGLCC

April 19, 2016 by angishields

Midtown Business Radio
Midtown Business Radio
AGLCC
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AGLCC
Dan Dunlop, Vickie Irwin, Dillard Jones

AGLCC

It’s the 3rd Tuesday of the month, which means I’ve got Emma Foulkes and Bruce Logue of Atlanta Gay/Lesbian Chamber of Commerce (AGLCC) in the studio.  We featured Dillard Jones, of The Concierge Guy, Dan Dunlop of Dunlop Productions, and Vickie Irwin, Diversity Manager for Georgia Power.  We talked about their respective businesses, value of being a member of the AGLCC, and why it makes sense to get your small business certified as a LGBT Business Enterprise.

Check back soon for more information!

Special Guests:

Emma Foulkes, Managing Partner, Commonwealth Business & Retirement Services  facebook_logo_small3  twitter_logo_small

AGLCC

  • BA, Information Systems, University of Phoenix–San Diego
  • Executive Program in Financial Planning, University of Georgia
  • Atlanta Business Chronicle/NAIFA – Top Female Financial Advisor in Atlanta, 2013 & 2014
  • Advocacy Chair, Financial Planning Association of Georgia

Bruce Logue, Managing Partner, The Corbel Group at Keller Williams  linkedin_small1

AGLCC

  • Previous Fulfillment Account Manager, Palm Coast Data
  • Former Methods/Procedures Training Manager, AT&T/CitiBank Universal Card Services
  • Previous Graphic Designer, Westinghouse Electric Company
  • Active volunteer, Atlanta Pet Rescue and Adoption

Dillard Jones, Founder, The Concierge Guy 

AGLCC

Vickie Irwin, Diversity Manager, Georgia Power Company 

AGLCC

Dan Dunlop, Founder, Dunlop Productions 

AGLCC

Tagged With: CW Hall, Dan Dunlop, Dillard Jones, electric company, electric utility, Emma Foulkes, event planning, financial services, personal assistant, production, real estate, Vickie Irwin

Nexus Research Group, Social Impact Advisor, Marketing Eye, Mazzone and Associates

February 26, 2016 by angishields

Midtown Business Radio
Midtown Business Radio
Nexus Research Group, Social Impact Advisor, Marketing Eye, Mazzone and Associates
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Nexus Research Group
Que Frazier and Kelly Burton talk non-profits
Nexus Research Group
Mellissah Smith, Stuart Sanford, Gilles LaMarche

Nexus Research Group, Social Impact Advisor, Marketing Eye, Mazzone and Associates

We talked non-profit consulting/optimization with Kelly Burton of Nexus Research Group and Que Frazier of Social Impact Advisor, learned about small business marketing through an innovative outsourced model with Mellissah Smith, of Marketing Eye, and talked mid-market M&A and capital resources with Stuart Sanford.

More info coming soon!

Special Guests:

Kelly Burton, Founder of Nexus Research Group

Nexus Research Group

Quinetha “Que” Frazier, President of Social Impact Advisor

Nexus Research Group

Mellissah Smith, Founder of Marketing Eye  

Nexus Research Group

Stuart Sanford, VP at Mazzone & Associates  

Nexus Research Group

Dr. Gilles LaMarche, DC, VP of Professional Relations at Life University  youtube logo linkedin_small1  twitter_logo_small-e1403698475314  facebook_logo_small3  smugmug LOGO

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

Tagged With: CW Hall, debt structuring, financial services, Gilles Lamarche, Investment Services, Kelly Burton, Life University, marketing, Marketing Eye, marketing strategy, Mazzone and Associates, Mellissah Smith, Mergers and Acquisitions, Nexus Research Group, Non Profit, Quinetha Frazier, social impact, Social Impact Advisor, Stuart Sanford, web design

Mountain View Group and My Professional CFO

January 12, 2016 by angishields

Midtown Business Radio
Midtown Business Radio
Mountain View Group and My Professional CFO
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Midtown Business Radio
Alan Conner and Thom Gonyeau talk integrity

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  youtube logo linkedin_small1  twitter_logo_small-e1403698475314  facebook_logo_small3  smugmug LOGO

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  twitter_logo_small-e1403698475314  facebook_logo_small3

 

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  twitter_logo_small  facebook_logo_small3  linkedin_small1

Mountain View Group

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

 

Tagged With: CW Hall, digital media, financial advisor, financial services, Midtown Business Radio, Mountain View Group, My Professional CFO, storytelling, Thom Gonyeau, videography

Self Funded Insurance Plans – Top Docs Radio

November 9, 2015 by angishields

My Professional CFO
Top Docs Radio
Self Funded Insurance Plans - Top Docs Radio
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My Professional CFO
Alan Conner talks self funded insurance plans with CW Hall

Self Funded Insurance Plans

On this week’s episode I sat down with Alan Conner, of Your Professional CFO.  Alan is a tax and accounting expert who works with a wide range of companies and professionals, including physicians.

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 his older brother, an ER physician in Florida.  He explained the fact that his brother, 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.

Special Guest:

Alan Conner, CEO, My Professional CFO  twitter_logo_small-e1403698475314  facebook_logo_small3

My Professional CFO

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

 

Tagged With: consulting, CW Hall, financial services, My Professional CFO, pension, physicians, self funded insurance plan, tax planning, Top Docs Radio

The Ice Box and Encore Recycling

September 29, 2015 by angishields

Midtown Business Radio
Midtown Business Radio
The Ice Box and Encore Recycling
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Business Radio
Gary Blase and Jordy Gamson talk shredding autos and effective brand marketing

The Ice Box and Encore Recycling

Guest co-host, Bo Wilkins from SoundRiver Advisors sat in with me as we interviewed one of the founders of The Ice Box, Jordy Gamson, and his good friend, Gary Blase, of Encore Recycling.  Learn how valuable the right promotional product can be for keeping your company top-of-mind for your customers.  And, learn about technology that can grind a car—yes, a CAR, into bits in 8 seconds.

Check back soon for more info!

Special Guests:

Bo Wilkins, Partner, SoundRiver Advisors  Linkedin    

SoundRiver Advisors

  • Former Executive Managing Director, Wealth Management, Reliance Trust Company
  • Former Partner, Nease, Lagana, Eden, & Culley
  • BA, History & German, Hampden-Sydney College
  • CLU – Chartered Life Underwriter; ChFC – Chartered Financial Consultant; CAP – Chartered Advisor in Philanthropy

Jordy Gamson, CEO/Co-founder, The Ice Box  Twitter  LinkedIn  Facebook  Pinterest  instagram-logo-transparent-png-i11 (16x16)  

The Ice Box

Gary Blase, Managing Member of Encore Recycling  facebook_logo_small3  linkedin_small1 

Encore Recycling

 

Tagged With: CW Hall, Encore Recycling, financial services, Financial Services Consulting, Gary Blase, Investment Services, marketing, Midtown Business Radio, promotional products, recycling, SoundRiver Advisors, The Ice Box, transition planning

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