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LIVE from the GNFCC 2022 Women in Leadership Summit: Colette Varco and Alexis Mitchell, Frazier & Deeter

November 11, 2022 by John Ray

Frazier & Deeter
North Fulton Business Radio
LIVE from the GNFCC 2022 Women in Leadership Summit: Colette Varco and Alexis Mitchell, Frazier & Deeter
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Frazier & Deeter

LIVE from the GNFCC 2022 Women in Leadership Summit: Colette Varco and Alexis Mitchell, Frazier & Deeter (North Fulton Business Radio, Episode 562)

Colette Varco and Alexis Mitchell with Frazier and Deeter joined host John Ray from the GNFCC 2022 Women in Leadership Summit. They chatted about their roles at Frazier & Deeter, the firm’s reputation as a great workplace for women, sessions and speakers at the Summit, and more.

This show was originally broadcast live from the GNFCC 2022 Women in Leadership Summit held at  The Commons at Phase in Alpharetta, Georgia.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Colette Varco, CPA, Tax Manager, Frazier & Deeter

Colette Varco, CPA, Tax Manager, Frazier & Deeter

Colette Varco is a Manager in Frazier & Deeter’s Tax Practice and has been with the firm for nearly 5 years. Previously, Colette worked in public education and with Alvarez & Marsal Tax and LLC (A&M), where she worked with the Real Estate tax group on multi-tiered flow-through partnerships and with high-net-worth individuals.  

Her range of experience includes federal and state tax compliance and consulting services. While at A&M, Colette was also involved with mentoring new associates and recruiting at local colleges.  

LinkedIn

Alexis Mitchell, Tax Supervisor, Frazier & Deeter

Alexis Mitchell, Tax Supervisor, Frazier & Deeter

Alexis Mitchell is a Tax Supervisor in the Alpharetta office specializing in pass-throughs. She has been with Frazier & Deeter since 2015.

LinkedIn

 

 

 

 

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group.

CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more.

Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Company website | LinkedIn | Facebook | Twitter

GNFCC 2022 Women in Leadership Summit, presented by the Women INfluencing Business Committee

The 2022 Women in Leadership Summit, organized by the Women INfluencing Business Committee of the Greater North Fulton Chamber of Commerce, was held on November 2, 2022, at the Commons at Phase in Alpharetta, Georgia.

Powered by the Greater North Fulton Chamber of Commerce (GNFCC), the Women INfluencing Business Committee strives to engage female leaders and enhance the standing of professional women within the community. Its annual awards program recognizes women with exceptional vision who have implemented innovative ideas in both the workplace and community and who inspire others.

Website

Questions and Topics in the Interview

  • Frazier & Deeter
  • Women INfluencing Business Committee
  • Women in Leadership Summit

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank 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.

RenasantBank

 

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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Tagged With: Accounting, Alexis Mitchell, Colette Varco, Frazier and Deeter, GNFCC, North Fulton Business Radio, Office Angels, Phase Events, renasant bank, Tax accounting, Women In Leadership Summit 2022, Women Influencing Business

Carter Barrett, Candidate for Georgia State House, District 24

October 19, 2022 by John Ray

Carter Barrett
Business Beat
Carter Barrett, Candidate for Georgia State House, District 24
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Carter Bennett

Frazier & Deeter’s Business Beat: Carter Barrett, Candidate for Georgia State House, District 24

Lifelong banker and community leader Carter Barrett joined host Roger Lusby on this edition of Business Beat to discuss his business background, why he’s running for political office, critical issues for his district and for the state, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Carter Barrett, Candidate for State House 24

Carter Barrett, Candidate for State House 24

Carter Barrett is a native Georgian, proud University of Georgia graduate, and proven business and community leader in Forsyth County.

In 2006, Carter started Community Business Bank. By focusing on business fundamentals and conservative economic principles, he kept the bank profitable through the Great Recession before selling it in 2015. He’s since become North Atlanta Market President for Affinity Bank and is a founding member of Dime Capital.

Today Carter focuses on investing in real estate and small businesses and does some consulting. He is also the Republican Nominee for Georgia House District 24, after challenging an incumbent and winning in a runoff on June 21st.

Website | Facebook | Instagram | LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Affinity Bank, Business Beat, Carter Bennett, community bank, Dime Capital, Forsyth County, Frazier and Deeter, GA State House 24, Roger Lusby

Donna Beatty, Frazier & Deeter, and Robert Stephens, CFO Navigator

September 23, 2022 by John Ray

CFO Navigator
North Fulton Studio
Donna Beatty, Frazier & Deeter, and Robert Stephens, CFO Navigator
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CFO Navigator

Donna Beatty, Frazier & Deeter, and Robert Stephens, CFO Navigator (ProfitSense with Bill McDermott, Episode 36)

Donna Beatty, Tax Partner with Frazier & Deeter, and Robert Stephens, Managing Partner of CFO Navigator, were Bill McDermott’s guests on this episode of Profit Sense with Bill McDermott. Donna provided timely advice about taxes, new laws, and advice for business owners. Robert Stephens talked about how he helps businesses as a financial guide, how he speaks about both accounting and business, the advice he gives his clients on the current economy, and much more.

Bill closed the show with a commentary on how to transition from employee to owner.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Frazier & Deeter

Frazier & Deeter is a full-service accounting and consulting firm with Georgia offices in mid-town Atlanta and in Avalon in Alpharetta, GA. Additionally they have offices in other states and in London, England. Frazier & Deeter is a member of the top 50 CPA firms in America.

Website | LinkedIn |Facebook | Instagram

Donna Beatty, Tax Partner, Frazier & Deeter

Donna Beatty, Tax Partner, Frazier & Deeter

As a Partner in Frazier & Deeter’s Tax practice, Donna Beatty brings a wealth of professional tax and accounting knowledge to the firm. Her experience encompasses providing comprehensive tax planning, review, advisory, and compliance services to closely held businesses, high net-worth individuals, and professional services groups. She has extensive expertise consulting with small businesses on financial software and has worked with clients in industries that include real estate, construction, manufacturing & distribution, retail, professional services, technology, entertainment, and family-owned businesses. Donna specializes in helping law firms and real estate investment groups with complex tax matters. Her expansive industry knowledge allows Donna to provide background insight in an evolving market; she has successfully represented clients with the Internal Revenue Service in Washington, D.C.

Donna prides herself on solid professional relationships with clients and thrives on learning and fulfilling her client’s needs and expectations. Until 1994, she was a Principal at the firm before moving to become a partner at a small local accounting firm.

Professional & Civic Organizations:

American Institute of Certified Public Accountants (AICPA),  Georgia Society of Certified Public Accountants (GSCPA), Atlanta Tax Forum, Board Member, Past President, Better Business Bureau Serving Metro Atlanta, Athens & NE GA, Board V.P., and C5 Georgia Youth Foundation, Board Member, Past Chair.

LinkedIn

CFO Navigator

Taking your business to the next level requires moving beyond bookkeeping and simply counting to using your numbers to actively navigate your business.

CFO Navigator guides organizations that are not ready for a full-time financial professional, but need more strategic insight. CFO Navigator offers a powerful combination of financial insight and business foresight that simplify the numbers, clarify what is important and communicate – in plain English – which ones to watch to navigate the business and make better decisions.

CFO Navigator focuses on helping companies that have outgrown their current financial capabilities and are ready to use their numbers to navigate the business and not just keep score.

CFO Navigator designs and builds scalable financial capabilities, knows the numbers inside and out, provides confidence that they are right, interprets what they mean, and communicates what’s important; and when the time comes, will turn over the helm to a full-time CFO.

CFO Navigator offers business owners an expert sounding board with an experienced outside perspective for assessing business opportunities and obstacles.

Company website | Facebook | LinkedIn | Twitter

Robert Stephens, Managing Partner, CFO Navigator

Robert Stephens, Managing Partner, CFO Navigator

Robert Stephens is managing partner of CFO Navigator. As a fractional Chief Financial Officer, Robert fills a critical gap for growing privately held businesses and non-profit organizations that do not have the budget or need for a full-time CFO. Having advised over 75+ organizations during his 30+ year career, Robert strives to bring “Wall Street” worthy financial expertise to local “Main Street” companies by turning his financial insight into their business foresight.

In addition to his professional roles, Robert is active in the philanthropic and business community, currently serving on the Chattahoochee Tech Foundation Board of Advisors. He has previously served as Board Chairman of the Boys & Girls Club of Paulding and the North Paulding Band Foundation. Other board service includes the Kennesaw State University Entrepreneurship Center, and Starfish Greathearts Foundation (USA).

Robert earned his BSBA in Accounting from the University of Southern Mississippi, is a member of Vistage International, Leadership Cobb, and the Georgia Society of CPAs. He has two adult sons and resides with his wife in north metro Atlanta.

LinkedIn

About ProfitSense and Your Host, Bill McDermott

Bill McDermott
Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a 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.

Tagged With: Bill McDermott, CFO Navigator, CFO Services, Donna Beatty, Frazier and Deeter, inflation, interest rates, Inventory, ProfitSense, Recessioni, Robert Stephens, Tax accountant, The Profitability Coach

Edward Lindsey, Dentons

September 22, 2022 by John Ray

Dentons
Business Beat
Edward Lindsey, Dentons
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Dentons

Frazier & Deeter’s Business Beat: Edward Lindsey, Dentons

Edward Lindsey, head of the Georgia State Government Affairs team at Dentons, joined host Roger Lusby on “Business Beat,” and discussed the impact key issues like transportation, education, and healthcare have on Georgia’s status as the best state for doing business. Ed also talked about his role on the state election board, and the importance of making sure that people have confidence in the outcome of elections. Ed also offered advice to businesses on how to approach government officials about their issues, emphasizing the importance of understanding the other side’s perspective. If you want to get things done in politics, he said, today’s opponents may be tomorrow’s allies.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Dentons

Dentons is the world’s largest law firm, delivering quality and value to clients around the globe. Dentons is a leader on the Acritas Global Elite Brand Index, a BTI Client Service 30 Award winner and recognized by prominent business and legal publications for its innovations in client service, including founding Dentons Global Advisors. Dentons’​ polycentric approach and world-class talent challenge the status quo to advance client interests in the communities in which we live and work.

Company website | LinkedIn

Edward Lindsey, Partner, Dentons

Edward Lindsey, Partner, Dentons

Edward Lindsey is a partner in Dentons’ Public Policy practice and serves as the head of the Firm’s Georgia State Government Affairs team. His focus is on advancing the public policy interests and objectives of clients in the transportation, infrastructure, health care and education sectors.

Edward has more than 38 years of legal, political, and leadership experience, including 10 years as a Georgia state representative and 3 terms as the House majority whip. He also served on the House Appropriations, Judiciary, Education, Ways and Means, and Rules Committees. In addition, he served as a member of the Uniform Law Commission and the Georgia Commission on Family Violence. James Magazine, a statewide political journal, recognized him as one of Georgia’s most influential legislators.

Immediately prior to joining Dentons in 2016, Edward was a partner and head of the litigation practice at Goodman McGuffey Lindsey & Johnson LLP, an Atlanta-based firm he co-founded in 1990.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Business Beat, Dentons, education, Edward Lindsey, Frazier and Deeter, Government affairs, Healthcare, infrastructure, Public Policy, Roger Lusby, Transportation

Pete and Kim Folger, Folger Gas Propane, LLC

August 22, 2022 by John Ray

Folger Gas
Business Beat
Pete and Kim Folger, Folger Gas Propane, LLC
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Folger Gas

Frazier & Deeter’s Business Beat: Pete and Kim Folger, Folger Gas Propane, LLC

Pete and Kim Folger joined host Roger Lusby on this edition of Business Beat to discuss their company, Folger Gas. Pete and Kim shared the history of the business, how the company has benefitted from growth in their north Georgia markets, their laser focus on customer service, expansion from their home market of Blue Ridge, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Folger Gas Propane, LLC

Folger Gas is a third-generation family-owned propane company with a reputation for family values and community engagement. Phil Folger, the company’s founder, started Folger Gas in 1972 to provide agricultural customers with propane. Since then, Folger Gas has been working diligently to meet the residential and commercial propane needs of our community.

Today, they continue to operate with the same commitment to excellence that they’ve strived for over the past 50 years. Since opening the Blue Ridge location in 1990, they have opened two more branches in Jefferson and Hiawassee. Currently, they are the oldest family-owned propane company in the North Georgia region.

Pete and Kim Folger believe in doing things right the first time and always putting their customers’ needs first. Folger is a propane company that delivers on its promises and knows how important it is to keep your home or business running safely and efficiently.

Company website | Facebook | Yelp

Pete and Kim Folger, Owners, Folger Gas Propane, LLC

Pete and Kim Folger, Owners, Folger Gas Propane, LLC

In 1996 Pete and Kim Folger moved to Blue Ridge, GA.  Pete left an eleven-year career in the United States Marine Corps to take a management position with his family business, Folger Gas, LLC.  As an infantry officer and a background in Finance, he had the skills to manage the branch.   Pete came into the business with two additional employees on his first day!  It has grown to three branches and over 40 employees.

Pete is a member of the Georgia High Country Builders Association and The Marine Corps League.

Kim joined the business in 1998.  What started as “filling in where needed” quickly turned into a full-time position.  Her college focuses were Accounting and Finance and her previous job experiences included Ford Motor Credit in Atlanta, GA, and Honolulu, HI.

Kim is a member of Impact Fannin and Chairman of the Board of the North Georgia Mountain Crisis Network.

As a married couple, working together does have its challenges!  They have learned to stay in their territories and work toward the common goal of success!!! Kim and Pete have two children, Greg and Lauren.  Greg has decided to join the family business and is running the new Hiawassee location.  Lauren lives in Atlanta and works at the Shepherd Center.

Kim Folger LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Blue Ridge, Business Beat, Folger Gas Propane, Frazier and Deeter, Hiawasee, Jefferson, Kim Folger, North Georgia, Pete Folger, Roger Lusby

Scott Jordan, Rose Sharif, and Matthew Ricks, Pinnacle Financial Partners

July 27, 2022 by John Ray

Pinnacle Financial Partners
Business Beat
Scott Jordan, Rose Sharif, and Matthew Ricks, Pinnacle Financial Partners
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Pinnacle Financial Partners

Frazier & Deeter’s Business Beat: Scott Jordan, Rose Sharif, and Matthew Ricks, Pinnacle Financial Partners

On this edition of Business Beat, host Roger Lusby welcomed three seasoned banking professionals, Scott Jordan, Rose Sharif, and Matthew Ricks, who joined Pinnacle Financial Partners in order to start and build the bank’s North Fulton presence. Scott, Rose, and Matt shared why they joined Pinnacle, their perspective on the North Fulton economy, how they plan to grow, Pinnacle’s recognition as a “best place to work,” and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Pinnacle Financial Partners

The Pinnacle approach is a very people-centric one. It takes an unwavering focus and commitment of leadership to make it work.

The same five key business strategies Pinnacle has employed since its inception shape our focus today: Focus on businesses, real estate professionals, and consumers that desire a deep relationship with their financial partner. Provide distinctive service and effective advice. Hire and retain highly experienced and qualified financial services professionals. Offer a full line of financial services including banking, investments, mortgage, trust, insurance, and financial planning. Offer extraordinary convenience.

Pinnacle is much more than a bank. It’s a place for people to find true partners for their business. It’s a place where seasoned professionals give clients unmatched service and advice that betters their financial well-being. And it’s a place where people love coming to work every day.

Company website | LinkedIn | Facebook

Scott Jordan, Senior Vice President / Area Manager, Pinnacle Financial Partners

Scott Jordan, Senior Vice President / Area Manager, Pinnacle Financial Partners

In 1999, Scott was accepted into the SunTrust Bank (now Truist) Management Associate Program. Upon graduation, he served in various roles including Financial Services Representative and Account Executive. He transitioned to BB&T (now Truist) in 2001 and served as a Financial Center Manager and Business Banker.

Scott was recruited by Accenture in 2004 as part of a new team focused on Bank Mergers & Acquisitions. He returned to BB&T (now Truist) in 2005 and spent the next 16 years in various business development and leadership roles including Commercial Banking Relationship Manager, Market President – North Metro Atlanta, Market President – Central Atlanta, and Market President – Northeast Metro Atlanta.

Currently, he is leading the newly created North Metro Atlanta Banking/Financial Services Division for Pinnacle Financial Partners.

Scott currently serves on the Boards of Community Foundation for Northeast Georgia, North Fulton Community Charities, Forsyth Chamber of Commerce, and Leadership Forsyth. Furthermore, he is a graduate of Leadership North Fulton, Leadership Gwinnett, Leadership Forsyth, and Leadership Atlanta.

LinkedIn

Rose Sharif, Senior Vice President / Office Leader, Pinnacle Financial Partners

Rose Sharif, Senior Vice President / Office Leader, Pinnacle Financial Partners

Rose Sharif is the office leader for Pinnacle Financial Partners and will be opening the New Avalon office in Q4 of 2022. She works very closely with the Commercial lenders at her office to help expand current and new clients’ business and personal relationships.

Rose grew up in the Food and Beverage industry working for her family’s business. Once she married, she moved to Houston Texas where she worked as a food and beverage manager for Hilton Hotels and later for the 4 Seasons Hotels. But in 1990 she decided she was ready to raise a family and decided to enter the banking industry. She completed the Management Associate Program for C & S and has held multiple positions in retail bank and the private bank at various institutions.

Rose as a child lived in multiple states but at the age of 15, her parents moved to New Orleans LA where she attended and graduated from St. Mary’s Dominican College. She has a Major in Business Management and Administration with a minor in Finance. In 1985 she married her husband Kaz, and they have 2 wonderful sons, Armand and Cameron, and 2 grandchildren, Iris and Luka. She has lived in the Roswell area the entire time she has lived in Georgia but has worked in the Alpharetta market since 2004.

LinkedIn

Matthew Ricks, Senior Vice President / Financial Advisor, Pinnacle Financial Partners

Matthew Ricks, Senior Vice President / Financial Advisor, Pinnacle Financial Partners

Matthew Ricks comes to Pinnacle Financial Partners with 18 years of banking experience, all of it with the Bank of North Georgia and Synovus. He began as a personal banker but quickly moved into lending after graduating from the Management Trainee program and began working with commercial clients in 2006.

Ricks earned a bachelor’s degree in economics from the University of Georgia and graduated from the Graduate School of Banking at Louisiana State University. He was also a member of the 2013 class of Leadership Cobb.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers, and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Alpharetta, banking, Business Beat, Frazier and Deeter, Matthew Ricks, Pinnacle Financial Partners, Roger Lusby CPA, Rose Sharif, Scott Jordan

Ed Foye, Discount Waste, Inc., and All Children, Inc.

July 19, 2022 by John Ray

Discount Waste
Business Beat
Ed Foye, Discount Waste, Inc., and All Children, Inc.
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Discount Waste

Frazier & Deeter’s Business Beat: Ed Foye, Discount Waste, Inc., and All Children, Inc.

The founder of Discount Waste, Inc., Ed Foye, was Roger Lusby’s guest on Business Beat. He founded the company from nothing in 1999 and has grown it into a nationwide company. In addition, he is heavily involved in work with All Children, Inc., the non-profit he founded to help the poorest disabled children in orphanages in the poorest countries. Ed talked about the construction industry, the ways Discount Waste retains its talent, the life event that turned his heart towards giving back, his foundation, the ways other companies can get involved, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Discount Waste, Inc.

Discount Waste, Inc. manages solid waste removal and recycling for customers nationwide.

Their customers rely on them to help define the best possible solutions. They take pride in being able to help customers identify their specific needs and work hard to implement services tailored to each and every situation.

Discount Waste has provided open top dumpsters for small one-night projects as well as services for customers with hundreds of locations. No job is too small or too large when it comes to satisfying the needs of our customers.

Their customer base continues to grow and their business has seen significant year-over-year growth.

Discount Waste’s growth is directly attributed to the hard work and dedication of each employee to provide the best possible services to each customer.

For information on how Discount Waste, Inc. can service your needs, please contact them or fill out a request a quote form. They keep adding services for you to make your project smoother and more cost-effective. They will be glad to assist you.

Discount Waste believes companies have a responsibility to address social issues such as poverty, poor health, lack of education and more. They practice Corporate Social Responsibility (CSR) and choose to make a difference in the lives of less fortunate children.

Their model for corporate social investment is AC3. All Children deserve a voice. All Communities deserve a future. All Companies need a mission to serve. This straightforward model points the way for like-minded companies to give back to those in need.

Their actions incorporate the company’s values of Compassion, Integrity, Service, and Responsibility. These values are reflected in their daily actions, interactions with customers, and those that they seek to help.

Discount Waste supports issues impacting children’s lives in less developed countries with limited welfare services. This year Discount Waste along with All Children, Inc. have supported more than 2,100 children with:

  • Medical Care – Children die needlessly when aid and vaccinations are so easily available but not provided
  • Nutrition – Without proper nourishment, the body and mind cannot grow and prosper
  • Education – The cycle of despair will continue without this opportunity to achieve new heights
  • Shelter – Children abandoned on the streets have no voice and no future

Discount Waste proudly supports allchildren.org. Change will happen when companies, individuals, and nonprofits collaborate to create long-lasting results.

Company website | LinkedIn | Facebook

All Children, Inc.

All Children, Inc. is the vision of founder Ed Foye, CEO of Discount Waste, Inc. As a teenager he survived a life threatening car accident. He had to learn how to walk, talk and complete everyday tasks all over again. With the support of his family and friends, he made a full recovery and went on to graduate from college. He knows that he was given the gift of life a second time.

As a successful entrepreneur and businessman, he has always embraced opportunities to give back to the community. In 2012 he and his wife Amy created a family foundation named International Children’s Foundation of Atlanta to fund special projects serving disabled children in third world countries.

In 2016 he founded All Children, Inc. to provide an opportunity for other like-minded companies and individuals to support children living in some of the poorest countries. So many children with disabilities have tremendous potential, but with no resources they are never given a chance.

All Children began with two projects aiding orphans in Kenya and the Philippines. By the end of the first year they were able to help fund five additional projects that included feeding hundreds of starving children, tuition for children too poor to go school, education for deaf children and medical assistance. All Children currently supports nine projects in four countries.

Currently more than 2,100 children from some of the poorest countries are receiving a second chance in life through All Children’s support. All children have value and through medical assistance, nutrition, education and shelter they will experience a better quality of life. Many of these children have the potential to be future leaders and will someday have their own stories to share.

YouTube | Instagram | LinkedIn | Facebook

Ed Foye, Founder and CEO, Discount Waste, Inc., and Founder of All Children, Inc.

Ed Foye, Founder and CEO, Discount Waste, Inc.

Former waste executive, Ed Foye, founded Discount Waste, Inc. in 1999. With over 20 years of experience in the waste industry, Mr. Foye has built a solid reputation as a national provider of solid waste removal and recycling services.

As a teenager, Ed Foye, CEO of Discount Waste, survived a life-threatening car accident. He had to learn how to walk, talk and complete basic everyday tasks again. With the support of his family and friends, he made a full recovery. Armed with a new perspective in life, Ed wants to help abandoned children in third-world countries have a better quality of life.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: All Children, allchildren.org, Business Beat, construction waste disposal, Discount Waste, Ed Foye, Frazier and Deeter, orphanages, Roger Lusby

Tim Evans, Evans General Contractors

May 18, 2022 by John Ray

Tim Evans
Business Beat
Tim Evans, Evans General Contractors
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Tim Evans

Frazier & Deeter’s Business Beat: Tim Evans, Evans General Contractors

Tim Evans, Founder and Chairman of Evans General Contractors, joined the show for a wide-ranging conversation, starting with the beginnings of Evans General Contractors to the work he does today to improve the lives of so many Georgians. He and Frazier & Deeter Alpharetta Office Managing Partner Roger Lusby discussed the founding and growth of Evans General Contractors, the need for a succession plan, Tim’s work in the community, how he sees the economy changing because of the pandemic and its implications on education in Georgia, his appointment to the Georgia Board of Regents, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Evans General Contractors

Evans General Contractors is a National/International Design/Build firm focused on projects in the fields of Pharmaceutical Industry, Advance Technology, Manufacturing, Logistics, and Distribution and Healthcare. Evans has six offices in the United States and one in Germany. The company’s annual revenues are approximately $1.5 Billion.

As a national/international design-build, general contracting, and construction management firm, Evans provides cost-effective solutions and comprehensive project development to clients across a broad spectrum of markets. Whether the requirement is for cold storage, a state-of-the-art distribution center, a high-performance additive manufacturing plant, a mission-critical data center, or an ISO level cleanroom, they create solutions and provide turn-key facilities to some of the best minds and companies in their industries.

They focus our efforts on specific markets including – Manufacturing – Life Sciences – Office & Corporate Environments – Food & Beverage – Healthcare – Distribution & Logistics/Cold Storage Within each market segment, Evans provides the following core services to its clients: – Project Development – Preconstruction & Technical Services – General Contracting & Construction Safety and integrity are guiding principle at Evans.

Evans protect employees, sub-contractors, and facilities by implementing one of the most aggressive safety programs in the industry. Their personal and professional integrity serves as the basis for all business transactions – it is the foundation upon which we build successful long-term client relationships.

Company website | LinkedIn | Facebook

Tim Evans, Chairman and Founder, Evans General Contractors

Tim Evans, Chairman and Founder, Evans General Contractors

Tim is the chairman and founder of Evans General Contractors.

Tim is a Georgia native and graduated from Dunwoody High School in 1976.  He attended UGA and Georgia State and graduated in 1981 with a BBA in Economics. He started construction, working as a laborer and carpenter in 1978 full time while attending college. He graduated and continued working over the next 20 years for four regional General Contractors.

Tim started Evans Contractors in February 2001 and maintained his position as President until February 2020. He stepped down as President and took the role as Chairman.

RT Evans, his son, took over as President. Tim is married to Ellen Evans and his two children, Sarah Evans Rothwein and RT Evans are directly involved with the company.

Tim enjoys hunting, pickleball, golf, and fishing.

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Alpharetta, Board of Regents, Business Beat, commercial construction, Evans General Contractors, Frazier and Deeter, Roger Lusby, Tim Evans

Robert Swarthout, Teton Crypto Capital

April 20, 2022 by John Ray

Teton Crypto Capital
Business Beat
Robert Swarthout, Teton Crypto Capital
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Teton Crypto Capital

Frazier & Deeter’s Business Beat: Robert Swarthout, Teton Crypto Capital

Robert Swarthout, Principal at Teton Crypto Capital, was Roger Lusby’s guest on this episode of Business Beat. Robert discussed the basics of cryptocurrency, its characteristics, the prospects of regulation in the future, the return cycle of crypto, stablecoins, the basic details of his new fund, and much more.

Business Beat is presented by Alpharetta CPA firm Frazier & Deeter and is produced by the North Fulton studio of Business RadioX®

Teton Crypto Capital

Teton Crypto Capital is a cryptocurrency investment management business focused on making investments in cryptocurrencies that have a commercial use case.

Robert Swarthout, Principal, Teton Crypto Capital

Robert Swarthout, Principal, Teton Crypto Capital

Robert is the principal of TCC. Everyone that meets Robert quickly sees his passion for all things crypto. Whether that is investing in cryptocurrencies or other problems that blockchain tech can solve, he is never shy to have a conversation with others.

Robert has over 15 years of experience being a bootstrapped founder. He has successfully launched and grown two SaaS businesses, the most recent being an exit to private equity.

He knows what it takes to find product-market fit, ideate around business models, and build a world-class team.

LinkedIn

Frazier & Deeter

The Alpharetta office of Frazier & Deeter is home to a thriving CPA tax practice, a growing advisory practice and an Employee Benefit Plan Services group. CPAs and advisors in the Frazier & Deeter Alpharetta office serve clients across North Georgia and around the country with services such as personal tax planning, estate planning, business tax planning, business tax compliance, state and local tax planning, financial statement reviews, financial statement audits, employee benefit plan audits, internal audit outsourcing, cyber security, data privacy, SOX and other regulatory compliance, mergers and acquisitions and more. Alpharetta CPAs serve clients ranging from business owners and executives to large corporations.

Roger Lusby, Partner in Charge of Alpharetta office, Frazier & Deeter
Roger Lusby, Partner in Charge of the Alpharetta office of Frazier & Deeter

Roger Lusby, host of Frazier & Deeter’s Business Beat, is an Alpharetta CPA and Alpharetta Office Managing Partner for Frazier & Deeter. He is also a member of the Tax Department in charge of coordinating tax and accounting services for our clientele. His responsibilities include a review of a variety of tax returns with an emphasis in the individual, estate, and corporate areas. Client assistance is also provided in the areas of financial planning, executive compensation and stock option planning, estate and succession planning, international planning (FBAR, SFOP), health care, real estate, manufacturing, technology, and service companies.

You can find Frazier & Deeter on social media:

LinkedIn | Facebook | Twitter

An episode archive of Frazier & Deeter’s Business Beat can be found here.

 

Tagged With: Bitcoin, Business Beat, CBCC, cryptocurrency, Frazier and Deeter, Robert Swarthout, Roger Lusby, stable coin, stablecoins, Teton Crypto Capital

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