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Michael Blake of Arpeggio Advisors, Marc Lewyn of GV Financial Advisors and John Miller of Sterling Risk Advisors

November 15, 2016 by angishields

Michael Blake2
CEO Exclusive Radio
Michael Blake of Arpeggio Advisors, Marc Lewyn of GV Financial Advisors and John Miller of Sterling Risk Advisors
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Arpeggio Advisors - GV Financial Advisors - Sterling Risk Advisors

Michael Blake / Arpeggio Advisors

Mike Blake is the founder of Arpeggio Advisors, a boutique business appraisal and corporate strategy advisory firm in Atlanta. Mike’s background has included work in venture capital, investment banking, and public accounting.

For the first eight years of his career, Mike worked in venture capital and investment banking in the U.S. and abroad. In 2004, Mike entered the business appraisal profession full-time, working most recently for Habif, Arogeti & Wynne, LLP (the largest independent public accounting firm headquartered in Atlanta). Mike led HA&W’s effort to become the first appraisal practice in Georgia to earn the International Society of Business Analysts’ Gold Seal of Trust, the only peer review recognition for observing best practices in the business appraisal profession in the United States.

Mike has particular expertise in the appraisal of firms in the fields of professional services, information technology, aerospace, and alternative energy. In addition, he has developed specific expertise in the appraisal of intellectual property and intangible assets.

Mike is an active educator. He is a Special Instructor of Business Valuation in the Georgia Tech/Emory University TI:GER (Technology Innovation:  Generating Economic Results) program. In addition, he is regularly invited to provide instruction on entrepreneurship, corporate finance, and business valuation to graduate level classes at the Georgia Institute of Technology, Emory University, Kennesaw State University, the University of South Carolina, Georgia State University, and the University of Georgia. Furthermore, he regularly provides continuing professional education for his peers in the business valuation profession.

Mike earned a Bachelor’s degree in Economics and French (Cum Laude) from Franklin & Marshall College, from which he graduated Phi Beta Kappa. In addition, he holds a Master of Business Administration degree from Georgetown University.  Mike is also a member of the Leadership Atlanta Class of 2014.

Mike’s additional professional and community-service passions include supporting entrepreneurship through education and nonprofit board involvement, raising awareness of and funding to combat Lou Gehrig’s Disease, promoting alternative energy development through market forces, advocating for de-stigmatizing mental illness and disorders, and expanding the inclusiveness of the Atlanta high technology community.

Mike speaks Russian, French, and Ukrainian, lives near Atlanta with his wife and two sons, and plays keyboards and vocals for Kickin’ Off the Coverz, a working classic rock cover band.

Website   LinkedIn   Twitter

Marc Lewyn / GV Financial Advisors

With over 20 years of experience, Marc is a partner, senior financial advisor, and CEO of Strategic Liquidity Services (“SLS”) at GV. SLS provides a methodology designed to help business owners navigate the complex options available for generating liquidity from their businesses.

“Most business owners think there’s one way to generate liquidity from their business — to sell it,” Marc explains. “However, that’s one of many options, and in our experience, it’s often not the best one. We help people navigate complex variables so they can choose a path that best fits with their personal and professional goals.”

Lewyn graduated cum laude from the University of Virginia and received his law degree from the University of Georgia School of Law. Prior to joining GV Financial, Marc served as a corporate attorney for a variety of business clients. Marc also had the privilege of working on the staff of a U.S. Senator, a job he credits for giving him the willingness to tackle a variety of complex problems in service to others.

A leader in the community, Marc enjoys sharing his time and expertise with a number of Atlanta-based charities and organizations. Marc is the immediate past Chair of the Endowment Fund of the Jewish Federation of Greater Atlanta and has served on the Executive Committee and the Board of that organization for many years.  He served on the Endowment Board of the Westminster Schools, the Boards of the Greenfield Hebrew Academy, and  the Endowment Committee of the Community Foundation of Greater Atlanta, the Atlanta Scholars Kollel and Temima High School. 

Website   LinkedIn

John Miller / Sterling Risk Advisors

Mr. John W Miller II has over 20 years of experience in providing risk management and commercial/professional insurance solutions to clients throughout the United States. He knows clients’ business as well as he knows insurance, and is a trusted strategic advisor to professional, commercial, and personal clients.

A founding Principal of Sterling Risk Advisors, John was a Principal at one of Atlanta’s oldest insurance brokerage firms. Previous to that, he was an Insurance Underwriter for The St. Paul Companies (now a part of Travelers). John speaks regularly to healthcare organizations around the Southeast and is often quoted in the media on the topic of the malpractice insurance marketplace.

John received a Bachelor of Arts degree in Business Administration from Furman University. At Furman, he served as the Business Manager of The Paladin (student newspaper), Treasurer in the Association of Furman Students (student government) and Executive Committee Member of the Inter-Fraternity Council. John was active in the Sigma Chi Fraternity serving as President and as Grand Council delegate from South Carolina. Prior to Furman, he attended The Baylor School in Chattanooga and graduated from The Westminster Schools in Atlanta.

With a dedication to giving back to the community, John coaches football, basketball and baseball through the Northside Youth Organization and serves on its Board of Directors. He is also on the Board of Directors of The Schenck School and serves on the Board of Directors of the Wiskott Aldrich Foundation. John is also on the Board of Directors of the Westminster Schools Catbackers.  An Eagle Scout, John serves as an Assistant Scoutmaster of Troop 232 in Atlanta.

John is an active member of The Peachtree Road United Methodist Church. He and his wife Mary reside in Sandy Springs and have three children: Will, Price and Mary Hilton.

Website   LinkedIn   Twitter

Tagged With: GV Financial Advisors, Sterling Risk Advisors

Sherwin Nelson Clemons of GV Financial Advisors

September 1, 2015 by angishields

SherwinNelson
CEO Exclusive Radio
Sherwin Nelson Clemons of GV Financial Advisors
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Sherwin Nelson Clemons / GV Financial Advisors

Sherwin Nelson Clemons is known for her calming spirit in tense or emotional financial situations. She enjoys helping her clients discover the relevance of big, and often overwhelming, life events to achieve what is most important to them.

“I relish my role as financial advisor because I believe it gives me the opportunity to make a tremendous difference in my clients’ lives,” she explains with enthusiasm. “I love helping people filter their often-tough financial decisions through the prism of their personal core values and priorities, and working with them to help them make progress on their most cherished life goals.”

Before joining the firm as a financial advisor in 1998, Sherwin earned degrees in Finance and International Economics from the University of Alabama and a certification in French from The Sorbonne in Paris, France. After graduation, Sherwin worked in the banking industry prior to becoming a Certified Financial Planner®. Sherwin worked as a Certified Divorce Financial Analyst® and is co-founder of the firm’s Divorce Resource Group™.

GV relies on Sherwin to develop and lead the training program for GV’s Financial Advisors on successfully integrating Behavioral Wealth Management tools and conversations into a sophisticated financial planning practice. Recently, she launched a new GV workshop series called “Who Told You THAT?” to focus on the messages each person received about money as a child and how those messages affect their adult lives. Sherwin is a published writer, blogger, workshop facilitator and frequent public speaker on a variety of financial topics.

True to her own values, Sherwin stays actively involved in the Atlanta community. She served on the Community Board of Directors of The Georgia Lions Lighthouse Foundation and is a member of the 2014 Class of Leadership Sandy Springs. Sherwin formerly served as a Foster Parent & Child Advocate in DeKalb County, on the board of Peace on the Move, Inc., and Stewardship Chair at Peace Baptist Church.

Sherwin’s calm work style disappears when it comes to football. Alabama football. Whether cheering for the University of Alabama or Alabama State, Sherwin remains true to her southern roots. She enjoys football season and family life with her husband, two small daughters from her husband’s first marriage, and her adult foster daughter. Sherwin has come to love cycling as both a form of exercise and a sport; she recently completed her first triathlon and plans on training for longer events.

Website

Tagged With: GV Financial Advisors, Sherwin Nelson Clemons, Soyini Coke

Special Edition: Annona Enterprises Trusted Advisors

October 6, 2014 by angishields

Atlanta Business Radio
Atlanta Business Radio
Special Edition: Annona Enterprises Trusted Advisors
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ABR

Soyini Coke / Annona Enterprises Linkedin Twitter youtube

Sandy Smith / Womble Carlyle Linkedin 

Sandy Smith is a partner at Womble Carlyle Sandridge and Rice. Sandy is a “deal lawyer” who counsels a variety of publicly-traded and private companies on all types of transactions. He also launched Womble Carlyle’s Silicon Valley office, and is also the firm’s hiring partner. He is an Emeritus Trustee at Stanford University, where he serves on the Advisory Board of the Stanford Institute for Economic Policy Research (SIEPR) and chairs the Advisory Board of the Institute for Research in the Social Sciences (IRiSS). Sandy’s a native Atlantan, who is deeply involved in economic and educational causes.

Sherwin Nelson Clemons / GV Financial Advisors

Sherwin Nelson Clemons, CFP® is a Senior Advisor and Partner at GV Financial Advisors. GV Financial Advisors is a respected firm with just over $1.3 Billion in assets under management. Since joining the firm in 1998, she has been instrumental in the development of advisors, co-creating and training on the firm’s proprietary Guided Wealth conversations and tools, and helping her clients use all of their wealth (not just their money) to create the life they desire. Sherwin regularly teaches financial classes at churches and conducts workshops addressing the human side of financial management. Over the years, she has served her community through various organizations and grassroots efforts. Sherwin enjoys traveling, cycling and watching Alabama Football with her husband Dexter Clemons.

 

 

Tagged With: GV Financial Advisors, Sandy Smith, Sherwin Nelson Clemons, Soyini Coke, Womble Carlyle

Fred Elsberry with Better Business Bureau, David Geller with GV Financial Advisors and Greg Galvez with PROSHRED Security

July 31, 2013 by Mike

Silver Lining in the Cloud
Silver Lining in the Cloud
Fred Elsberry with Better Business Bureau, David Geller with GV Financial Advisors and Greg Galvez with PROSHRED Security
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Dominick Rainey, David Geller, Fred Elsberry, Greg Galvez, Nikole Toptas
Dominick Rainey, David Geller, Fred Elsberry, Greg Galvez, Nikole Toptas

Fred Elsberry/Better Business Bureau

The Better Business Bureau’s vision is a marketplace where buyers and sellers can trust each other. They want to be a leader in advancing marketplace trust. The BBB of Metro Atlanta, Athens and NE Georgia is a standards-based organization and is one of five BBB’s in the state of Georgia and 113 BBB’s in North America. They are one of the largest BBB’s and provide pre-purchase information to the public, rating companies from A to F. They handle over 50,000 complaints each year (over 80% are resolved) and receive over three-million inquiries on their web site. The BBB reviews charities against their standards, they offer mediation/arbitration services where they believe it is necessary to resolve an issue between a consumer and a company, they do ad reviews and investigations on practices that need attention, and they invest a great deal of time and resources to consumer education.

David Geller/GV Financial Advisors

Since 1991, GV Financial Advisors, one of Atlanta’s leading wealth management firms, has worked to find ways to help its clients enhance their lives by helping them better manage their money and mindsets. Led by CEO David Geller, eight senior advisors and partners, and more than 40 dedicated professionals, GV Financial believes that its clients can, and should, use their wealth to create the life they desire. GV Financial Advisor’s Guided Wealth Transformation process includes more than 40 tools to help clients overcome the five barriers that often prevent them from effectively using their wealth to build a more satisfying life.

Greg Galvez/PROSHRED Security

PROSHRED Security is a customer service and security focused mobile shredding company, providing the most secure on-site document and hard-drive shredding services available, to safeguard private information, maintain legislative compliance and protect public image.

With more than 25 years building trusted relationships, unmatched mobile paper shredding expertise and a rigorous commitment to ISO 9001 and NAID AAA quality standards, PROSHRED Security offers a proven and effective system that certifies the shredding of confidential documents and electronic data storage devices “at your door”.

As a locally owned and nationally operated network of mobile shredding companies, all PROSHRED Security operators combine unparalleled customer service with absolute document security for business, home office and residential customers.

Tagged With: david geller, dominick rainey, fred elsberry, greg galvez, GV Financial Advisors, nikole toptas, proshred security

Marc Lewyn with GV Financial Advisors, Brad Lurie with Bright Light Systems, Lance Coachman with EXI and David Post with Future Security

May 29, 2013 by Mike

Silver Lining in the Cloud
Silver Lining in the Cloud
Marc Lewyn with GV Financial Advisors, Brad Lurie with Bright Light Systems, Lance Coachman with EXI and David Post with Future Security
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Dom Rainey, Marc Lewyn, Brad Lurie, Lance Coachman, David Post, Nikole Toptas

Marc Lewyn/GV Financial Advisors

Established in 1991, GV Financial Advisors is one of Atlanta’s top wealth managers. With 120 years of combined experience and team of 14 in-house professionals, GV Financial Advisors specializes in serving the needs of high net worth individuals, privately owned businesses and families.

They understand investing is a uniquely human endeavor. Their investment process was designed to help remove emotion from the investment equation, maintain focus on investment fundamentals, and seek out cutting-edge ideas and opportunities. They rely on independent research, observable data and defined criteria to identify potential investment opportunities and select money managers.

They engage clients in conversations carefully crafted to ask the “right” questions so they can understand them, uncover hidden opportunities and eliminate potential dangers. Together, they work to identify their life priorities, values and goals to help provide you a contextual understanding of their wealth so they can make more confident, informed decisions. They share their wisdom, experience and expertise to help create a plan to make progress toward their goals.

Guided Wealth Transformation (GWT) acknowledges what 25 years of experience has taught us: most people have a complex and often confounding relationship with money. Redefining that relationship is central to transforming views about money, wealth and happiness.

Brad Lurie/Bright Light Systems

Bright Light Systems offers innovation through patent-pending luminaires utilizing Light Emitting Plasma (LEP); the first energy efficient alternative to 50+ year legacy HID technology that delivers 55% energy reduction with 5x the lifetime for high wattage applications. Additionally, each fixture contains a wireless transmitter that enables real-time monitoring, kWh usage, and communicates with their energy data management system providing an optimal lighting experience and putting customers in control of their assets with analytics and information not previously available. Their comprehensive lighting solution allows users to reduce energy consumption by as much as 85%.

Lance Coachman/EXI, Inc.

For over twenty years, EXI, Inc. has been providing employees for American corporations. Their areas of expertise include the Atlanta Metro area as well as nationwide placements. Successful candidates have been placed in areas ranging from C Suite Upper Management to support staff. Individual disciplines include Operations, Engineering, Information Technology, Sales/Marketing, Accounting, Finance, and Management Consulting, Government and Not for Profit.

Established in 1989, EXI serves the specialized staffing needs of corporate clients, technology companies and major consulting firms worldwide. Searches are typically targeted at mid to upper-level executives and technical specialists for mission-critical positions. They concentrate daily on finding top talent for their client companies. Their goal is to supply seasoned, well qualified candidates in a timely manner. The list of clients that have utilized the services of the firm are some of the largest and best known companies in the U.S. along with many smaller, regionally known companies.

David Post, Future Security

Future Security provides consulting on security policy, procedure development and areas from hiring to termination. They provide management training and seminars related to all areas of theft, violence in the workplace, and managing a security program. Future Security also provides investigative services.

Tagged With: david post, dominick rainey, exi, future security, GV Financial Advisors, lance coachman, marc lewyn, nikole toptas

Women Presidents' Organization

December 11, 2012 by angishields

Burr Forman's Results Matter Radio
Burr Forman's Results Matter Radio
Women Presidents' Organization
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Teresa Hargrave/Charter Oak Consulting Group

Teresa Hargrave is a Partner with Charter Oak Consulting Group and Chapter Chair of Atlanta’s Women Presidents’ Organization, a new chapter in Atlanta established for women presidents, CEO’s, managing directors and partners of privately held multi-million dollar companies.

Kathie Gottlieb/AGH, LLC

Kathie Gottlieb is a Principle with AGH, LLC, a CPA and business advisory firm.  She is also a member of Atlanta’s Women Presidents’ Organization.

Suzanne Durbin/GV Financial Advisors

Suzanne Durbin is a Partner with GV Financial Advisors, a leading financial advisory and wealth management firm, based in Atlanta. She helped shape her firm’s innovative Guided Wealth TransformationTM philosophy, the core of which is the belief that the true purpose of wealth is to allow us to lead happy, fulfilling lives. Working closely with business owners, senior executives, and families in transition, she guides successful people through the critical change points in their lives and careers to achieve positive outcomes.

Phyllis Newhouse/Xtreme Solutions, Inc.

Phyllis Newhouse is President and CEO of Xtreme Solutions, Inc. and a member of Atlanta’s Women Presidents’ Organization.

Tagged With: GV Financial Advisors, Kathie Gottlieb, Phyllis Newhouse, Suzanne Durbin, Teresa Hargrave, Women Presidents' Organization

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