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Living the American Dream with Ryan Zolin and Steve Trang E13

July 29, 2020 by Karen

E13-Living-the-American-Dream-with-Ryan-Zolin-and-Steve-Trang-feature
Phoenix Business Radio
Living the American Dream with Ryan Zolin and Steve Trang E13
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Living the American Dream with Ryan Zolin and Steve Trang E13

Steve and Ryan both have very interesting stories and backgrounds that led them to careers in real estate. They both feel that they are living the American dream and blazing their own paths, but Steve literally started his journey by being born in a refugee camp in Italy after his Chinese parents had escaped from China to Vietnam and then were picked up by an Italian navy ship after leaving Vietnam by boat.

Not to be upstaged, Ryan has his own trailblazing story of choosing to forego college to instead go to real estate school and become a real estate agent at 18 years old! Fast forward 4 years and he is leading one of the most successful real estate teams in the valley and also building a profitable wholesale business.

You will not want to miss this episode. The camaraderie between the two is great and hearing their passion for what they do and constantly looking to grow and achieve the American dream while still staying grounded to what is most important in life, is well worth the listen. Enjoy!

The Zolin Group is comprised of a team of local real estate professionals committed to selling some of the most desired homes in Phoenix. They specialize in helping buyers and sellers fulfill their dreams through real estate. ZGroup

Ryan-Zolin-on-PHoenix-Business-RadioXRyan Zolin is a 22 year old real estate entrepreneur who got into real estate at 18 years old.

Within his 4 years of experience, Ryan has gone from being on a team at the bottom of the food chain, to running his own team that averages $10 million+ a year in sales currently. He was at one point running a team of 15 agents and the top agent / team at his previous brokerage.

His team now hangs their license at Stunning Homes Realty and is building their way back up. He currently has 8 agents working on the Zolin Group team. Ryan’s team specializes in residential, commercial, and investment deals all throughout the valley. He does a lot of his investment deals in Tucson, AZ as well.

On top of running his traditional real estate team, he has his own investment company, 34 Holdings. His investment company specializes in wholesaling, fix n flips, along with buying rental properties.

Connect with Ryan on Facebook and Instagram.

StunningHomesRealtyLarge

When we founded Stunning Homes Realty, we knew we wanted to change the home buying and selling experience. Buying or selling a home for most people will be one of the most stressful events in their lives. Our purpose is to remove the stress and make each and every client’s experience as positive as possible.

We do this by providing the highest quality of customer service from the initial phone call and consultation, throughout the buying and selling process, and for years after the sale. Our goal for each client that we serve is that they will be so delighted by our service that they will want to refer their friends and family back to us.

One of my favorite quotes is from the great Zig Ziglar.

“You can have everything in life you want, if you will just help enough other people get what they want.”

Steve-Trang-on-Phoenix-Business-RadioXSteve Trang is the founder of the Real Estate Disruptors movement. The podcast has over ten thousand followers with new members of the community sharing their success story every week.

Steve also has a sales training program and trains some of the top investors in the country.

Steve also created the OfferFast Homes app. The purpose of the app is to help wholesalers jumpstart their career faster by putting all of the buyers in one place. The hope is to minimize the challenge of building a buyer list when getting started in wholesaling.

Steve’s legacy will be to create 100 Millionaires.

Since starting the Brokerage in 2013, Stunning Homes Realty has over 100 agents. In the greater Phoenix area, his company has almost 1% market share. In 2019, 1 in every 135 homes was sold by Stunning Homes Realty.

Connect with Steve on LinkedIn, Facebook, Twitter and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts,  Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Autsin-Peterson-on-Phoenix-Business-RadioXAustin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA. After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.

Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

LandonHeadshot01Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.Your-Future-Planning-Partners-logo

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

About The Tycoons of Small Biz Sponsors

Whether you’re an established local company, or a brand new start-up, you can count on GBS to be a part of your family.  We’re not just any benefits consulting firm, we’re GBS. We have nearly 30 years of experience in group benefits, a strong sense of purpose and it shows.

Paylocity is a leading provider of cloud-based HR and payroll software solutions headquartered in Schaumburg, IL.  Paylocity offers an intuitive, easy-to-use product suite that helps businesses tackle today’s challenges while moving them toward the promise of tomorrow.

Known for its unique culture and consistently recognized as one of the best places to work, Paylocity accompanies its clients on the journey to create great workplaces and help people achieve their best through automation, data-driven insights, and engagement.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for business conducted through Lincoln Financial Advisors Corp. CRN-3167881-071720

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business Radio X is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Tagged With: Fix n Flips, investing, Phoenix real estate, real estate, Real Estate Disruptors, real estate investing, Real Estate Wholesaling, REI, Ryan Zolin, sales trainer, The Zolin Group, Wholesaling, Wholesaling Houses

Diane Lasek with ListenUp, David Washington with Kiplan Real Estate and Pat Tuley with Porter Keadle Moore

July 23, 2019 by angishields

ABR-7-22-19-Feature
Atlanta Business Radio
Diane Lasek with ListenUp, David Washington with Kiplan Real Estate and Pat Tuley with Porter Keadle Moore
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Diane Lasek is SVP at ListenUp Audio. She promotes the audio production and distribution services that ListenUp offers.

For most of her career, Diane has been involved in content creation, marketing, sales and distribution. Since 2014, she’s been busy building business partnerships for ListenUp. Visit our websites at www.lu.audio, www.listenupindie.pub, www.listenupaudiobooks.com

Follow ListenUp on Instagram, Twitter and Facebook.

David A. Washington is the owner of Kiplan Real Estate Consultants and Advisors, LLC., whose mission is to list, creatively market, and sell residential and commercial properties, while maintaining the highest level of professional confidence from the community.

A uniquely skilled qualifying broker and realtor, David has extensive background and distinctive expertise in addressing and resolving stressful issues surrounding real estate, including creative negotiations in residential and commercial properties. These include foreclosures, short sales, modifications, REO, financing, sales and property management.

David has been successfully serving the Atlanta community through real estate transactions for more than 30 years, assisting homeowners with creative solutions to obtaining the real estate of their dreams.

In addition, he has served the community for over 25 years with foreclosure defense, modifications and short sales and is an invaluable asset in the mediation process in various Georgia court systems. He received his real estate education from the Georgia Institute of Real Estate, the GA MLS Training Institute, Coldwell Banker Advantage School of Real Estate, FMLS Institute of Real Estate, Capstone Institute of Mortgage Finance, Century 21 Real Estate School and NCI Builders School.

He is certified in a number of real estate arenas, including being a Certified Distressed Property Expert (CDPE); Short Sales and Foreclosure Resource Certified (SFR); Brokers Price Opinion Resource Certified (BPOR); Certified Investor Agent Specialist (CIAS) and a Seller Representative Specialist. He is a member of the Atlanta Board of Realtors, the Georgia Association of Realtors and the National Association of Realtors.

Follow Kiplan on LinkedIn, Facebook and Twitter.

Pat Tuley has over 30 years of experience in public accounting. He has led PKM’s tax practice since 2003. Prior to that, Pat was a partner with KPMG. His experience includes leadership positions in both the Federal Tax Practice, and the State and Local Tax Practice. He has worked with clients ranging from individuals and start-up businesses to international Fortune 50 companies in the federal, state and local tax compliance arenas.

Pat leads PKM’s industry efforts in the Craft Beverage space and has successfully branded himself over the past several years as the ThirstyCPA. Currently the firm services more craft breweries than any other accounting firm in the state and hopes to expand our presence across the Southeast.

Connect with PKM on LinkedIn, Facebook and Twitter.

Tagged With: CPA for Craft Breweries, craft brewery, Craft Brewery in Georgia, divorce, foreclosure, Georgia Beer, Georgia Beer CPA, High Quality, innovative, investing, real estate drama resolution, State of the Art Audio Production, ThirstyCPA

Women in Business – Session 5

May 25, 2016 by angishields

Chattanooga Business Radio
Chattanooga Business Radio
Women in Business - Session 5
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Mary Sedrick // BrightBridge Inc. Linkedin Facebook 

Mary Sedrick is the Director of the Women’s Business Center at BrightBridge Inc. Her experience lies in years of problem solving which stems from her engineering education. She also possesses a results-oriented customer caring background. Mary offers management consulting services and training sessions and events free of charge for women to not only learn about business but to make those vital connections through networking.

If you would like to contact Mary, call 423-648-9253 or email msedrick@BrightBridgeInc.org

Jacqueline Merritt // U.S. Small Business Administration Linkedin Facebook Twitter 

Jacqueline Merritt is an Economic Development Specialist in the U.S. Small Business Administration. Jacqueline runs workshops, such as the WE (Women Entrepreneurs) symposium, offers formal certification application information and help, provides loans, and even personal counseling with clients at times. She promotes that “the best marketing is quality service and quality products.”

If you would like to contact Jacqueline, call 615-736-7465 or email Jacqueline.merritt@sba.gov

Tagged With: Entrepreneurship, investing, Jacqueline Merritt, Mary Sedrick, SBA, small business, U.S. Small Business Administer, Women in Business

Text Request ft. Alex Lavidge

April 29, 2016 by angishields

BRX-Studio-Cover-CHATTANOOGA
Chattanooga Business Radio
Text Request ft. Alex Lavidge
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James Dawson ft.  Alex Lavidge// Text Request  Twitter Linkedin Facebook

What is the single biggest pitfall entrepreneurs run into in the startup world?

Chattanooga entrepreneur, investor, and marketing consultant Alex Lavidge joins James Dawson to discuss the importance of Market Research in the beginning stages of business development. They discuss not only the types of research, but also the tools available and things needed to get started!

Tagged With: Entrepreneurship, investing, marketing

COMMUNITY BANKING AND SMALL BUSINESS: Chris Marinac with FIG Partners

June 17, 2015 by Mike

On the Money
On the Money
COMMUNITY BANKING AND SMALL BUSINESS: Chris Marinac with FIG Partners
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Joe Moss, Chris Marinac
Joe Moss, Chris Marinac

Host Joe Moss takes you inside the world of community banking with special guest Chris Marianac of FIG Partners.

Chris Marinac/FIG Partners

FIG Partners is an employee-owned broker/dealer specializing in financial institutions. Their expertise includes independent research on nearly 120 public bank stocks and the industry at large, completion of over 100 transactions to raise new capital and provide strategic advice, and OTC market-making for 800+ banks nationwide. FIG Partners has strong capabilities in their four key disciplines: Equity Research, Investment Banking, Equity Sales & Trading, and Fixed Income

—————————————————————————————————————

“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Tagged With: credit, Embassy Bank, Embassy National Bank, FIG Partners, investing, investments, loan, loans, money, On The Money, On The Money Radio, small business, small business investing, small business loans, Social Media, Twitter

Pitch The Crowd

May 19, 2015 by angishields

Midtown Business Radio
Midtown Business Radio
Pitch The Crowd
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Pitch The Crowd

Pitch The Crowd

I met JR McNair a few months ago when I was just getting started here with the Midtown studio.  He is an Atlanta native and hometown sports star that now resides in South Fulton County.

While in College J.R. started a business development company that since its inception has helped over 3,000 small business owners. J.R. is an avid learner and prides himself on mastering a new business skill every 12 months. J.R. has helped incorporate almost 1,000 entities and as such is an expert in the field of corporate formations. J.R. McNair started his first business at the age of 10 years old and has  personally started, branded, invested or sold over 30 businesses since that time.

He came by to talk about his newest effort—Pitch The Crowd, a show he recently launched on cable TV here in Atlanta.  The show, which currently will air a new episode quarterly, is similar to the popular Shark Tank.  With Pitch The Crowd, the goal is to pitch your business or not-for-profit to the crowd funding space.

He brought along several guests who had appeared on the show’s first episode.  Emmenette Mason oversees a non-profit organization focused on giving Atlanta young people and adults education on entrepreneurship through a series of weekly workshops in the summer in addition to other educational offerings.  IXOYE Global Entrepreneurship Network, or IXGEN for short, has already seen success, with numerous young people who have gone through the program coming back to talk about how they have successfully launched their own small businesses based on what they learned from IXGEN.

IXOYE Global Entrepreneurship Network (IXGEN), is a Georgia nonprofit organization created to provide business support services to assist in creating, strengthening and expanding grassroots micro and small enterprises, and guiding them toward national and international levels of entrepreneurship.  IXGEN’s mission is to facilitate access to resources, provide information, technical assistance, training, counseling and other support services, to micro and small entrepreneurs to enable them to promote, strengthen and grow their businesses. IXGEN is committed to ‘promoting a global perspective for micro entrepreneurs in the USA and in Africa.

IXGEN passionately advocates (non-politically), the need for entrepreneurial education as an integral part of the middle and high school curricula throughout the USA and Africa. In this regard, IXGEN has initiated a youth empowerment program (iYEP), for youth in middle and high schools, as well as for young adults.  The Youth Empowerment Program (iYEP), is an annual Entrepreneurship, Leadership, & Life Skills Training that provides opportunities for the young people to develop the competencies they need to become successful individuals, and potential business owners.

IXGEN has developed strategic collaborations/partnerships with individual entrepreneurs, philanthropists, development practitioners, governmental and non-governmental agencies, and faith-based organizations that are engaged in economic and community development.

Deontae Trundle came by to talk about Indie Film Loop.  The Indie Film Loop is a three-day Film Conference and Creative Showcase that starts on Friday, August 7th, 2015 and ends on Sunday, August 9th. It is projected to be the Southeast regionʼs premiere marketplace for Independent talents within the film & media industries. Attendees will have the opportunity to discover new creative talents within the industry by seeing the showcased participants engaged in intense film related competitions and more. Participants will also be able to gain valuable knowledge from industry leading professionals through thought provoking panel discussions and keynotes, interactive workshops and collaborative opportunities making The Indie Film Loop a vibrant avenue for career development. Emerging professionals of today will be able to earn the right to become the industry elites of tomorrow!

Mark Cano was a Pitch The Crowd participant who is looking for crowd funding to support his efforts to launch a state-of-the-art cosmetology school in the Atlanta area.  Having been exposed to the industry of cosmetology education with his wife while living in Florida.  Mark’s wife, who has many years of experience in cosmetology was invited to help build a new school in their community and they became intrigued by the possibilities.

Mark has leveraged his background in investment banking, his wife’s experience, and their work as owners of the MedSpa in Johns Creek to develop a passion to build a cosmetology school the he hopes will be the go-to option for the region.

Special Guests:

JR McNair, Business Service Pros, Pitch The Crowd  facebook_logo_small3  twitter_logo_small  google-plus-logo-red-265px

Pitch The Crowd

 

  • Founder, Business Service Pros
  • Launched his first business, age 10

 

Emmenette Mason, IXOYE Global Entrepreneurship Network  facebook_logo_small3

emmenette

  • MBA, Entrepreneurship Development, University of Akron
  • Founder, Youth Empowerment Program
  • Member, National Association of Professional Women
  • Counselor, SCORE (Business counseling of SBA, Georgia Chapter)

Deontae Trundle, Managing Partner, Indie Film Loop  facebook_logo_small3  twitter_logo_small  linkedin_small1

deontae

 

  • AA, Applied Business with focus in Graphic Design, Coyehoga Community College
  • Produced “Mr. Amazing”, 2009 Atlanta Film project Competition in Atlanta, Winning 5 “Best Of” Awards
  • Previous Creative Director, Upris Corp
  • Creative Director/Founder, Creative Synergy Design, LLC

 

Tagged With: cosmetology, Crowd Funding, crowdrise, Debbie Lindner, Deontae Trundle, digital marketing, Emmenette Mason, Entrepreneurs, equity based crowd funding, film festival, georgia crowd fund, hair care, hair salon, health/beauty, Indie Film Loop, indie film loop film festival, investing, Investment Services, investors, IXOYE Global Entrepreneurship Network, Kickstarter, Midtown Business Radio, Pitch the Crowd, small business, Voice Talent

Motif Investing

March 17, 2015 by angishields

Midtown Business Radio
Midtown Business Radio
Motif Investing
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Midtown Business Radio

Motif Investing

This week I caught up with Peter Andes, VP of Research for Motif Investing.  They’re an online investment platform that gives its clients the ability to invest in “motifs” built around particular themes or company types.  Each motif consists of up to 30 unique company stocks and the investor has the ability to tailor the breakdown of percentage of funds that gets put into a given stock in the motif.  In this way, Motif Investments clients get to achieve investment diversity as well as having a high level of control over the stocks in a given motif.

Here’s a link to an overview of Motif Investing.

Motif Investing’s experts have created numerous motifs, based upon market research and trends, that have potential for positive return when investors select that particular group.  Should the investor wish to swap out companies or create a motif from scratch based on their own knowledge of market trends/data they have that ability.  And trades are inexpensive, with investing in a given motif costing only $9.95 with a minimum starting investment of $250.  For users to swap out companies in existing motifs it’s only $4.95 per company to do so.

Another benefit of this investment platform is that investors are actually holders of the respective stocks in these companies, not just investors in a fund that holds the stocks.  That means that the investor can transfer their shares to a traditional investment agency should they choose to do so.  Motif Investing doesn’t provide investment advice–it’s up to the investor to educate themselves on the stocks/market sectors they want to invest in.  But their innovative approach to online investing makes participating in the stock market attainable for pretty much everyone who wants to do so.  Check it out!

Special Guest:

Peter Andes, Director of Investment Products & Analytics, Motif Investing  facebook_logo_small3  twitter_logo_small  google-plus-logo-red-265px  linkedin_small1  youtube logo  feed logo 

Motif Investing

  • BSc Computer Science, University of British Columbia
  • Chartered Financial Analyst, CFA Institute
  • Former Software Engineer, Google
  • Previous Associate, Equity Fundamental Strategies, Goldman Sachs

Tagged With: CW Hall, financial diversity, investing, Investment Services, Midtown Business Radio, motif, Motif Investing, online investing, Peter Andes, stock market, stocks and bonds, wall street

Juergen Gentzke and Rudi Herbst with German American Cultural Foundation and Michael McFarland with GrandView

February 25, 2015 by Mike

Silver Lining in the Cloud
Silver Lining in the Cloud
Juergen Gentzke and Rudi Herbst with German American Cultural Foundation and Michael McFarland with GrandView
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Michael McFarland, Rudi Herbst, Juergen Gentzke, Dom Rainey
Michael McFarland, Rudi Herbst, Juergen Gentzke, Dom Rainey

Juergen Gentzke & Rudi Herbst/German American Cultural Foundation (GACF)

Based in Atlanta, the German American Cultural Foundation (GACF) is a non-profit organization established in 2008 by Bernd Auer, Rudi Herbst, Martin Richenhagen, Thomas Gebhard, Teri A. Simmons and Peter Schwarzenbauer.

In 2014, the GACF added 5 new members to the board of directors, and gained corporate sponsorship from Siemens, AGCO, and Porsche, among others. They have partnered with Goethe Zentrum and the German School of Atlanta, and sponsored events such as the Max Raabe concert and the German Bierfest in Atlanta. They hope to further add to the rich cultural landscape of the Atlanta area, and strengthen ties between Germany and the United States.

Michael McFarland/GrandView

Michael McFarland, GrandViewGrandView is a team of specialists that work collaboratively to bring clarity to the financial issues and concerns facing business owners. Their holistic approach to addressing financial challenges helps assure that strategic options are considered in context and plans are executed seamlessly. The fact that GrandView’s services encompass a range of financial disciplines means the client benefits from a more efficient process, spending less time in meetings, on the phone, and otherwise managing their business affairs.

 

Tagged With: dom rainey, dominick rainey, finances, financial issues, financial planning, financial strategies, gacf, german american, german american cultural foundation, german american foundation, german heritage, german school of atlanta, germany, Grandview, grandview planning, grandview planning group, heritage, investing, investment portfolio, investments, michael mcfarland, mike mcfarland, Rudi Herbst, rudy herbst, silver lining, Silver Lining in the Cloud

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

September 24, 2014 by Mike

Gwinnett Studio
Gwinnett Studio
Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk
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Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel
Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

Mark Willoughby/Modera Wealth Management

image2As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation.

Phone: 678-385-1067
Email: markw@moderawealth.com

Peter Fleming/Nease, Lagana, Eden, & Culley

image1Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School.

Phone: 770-763-0687
Email: pfleming@nlec.com

Ross Bramwell/Homrich Berg

image3With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

Phone: 404-264-1400
Email: bramwell@homrichberg.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

 

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

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Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

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Tagged With: craig frankel, eden & culley, finance, finances, homrich berg, investing, investment risk, investments, lagana, mark willoughby, modera wealth management, money, nease, peter fleming, Robert Port, ross bramwell, Wealth Matters, WEALTH MATTERS RADIO

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