investments Archives - Page 3 of 3

SLW Realty Group with Owner and Designated Broker Sabrina Walters

July 11, 2018 by Karen

Phoenix Business Radio

SLW Realty Group with Owner and Designated Broker Sabrina Walters

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SLW Realty Group with Owner and Designated Broker Sabrina Walters

SLW Realty Group, LLC is a general real estate company handling both residential and commercial real estate. They are also involved in multi-family and investments. No matter what your real estate needs are, they can handle it. The company was founded in 2012.

Sabrina Walters found her passion with real estate. She has been licensed since 1983, and truly enjoys every aspect of representing clients. She has sold everything from residential condos to a commercial industrial building. For 5 years she was involved with doing fix and flips. She came to a point in her career that she decided to open SLW Realty Group,LLC. Sabrina has always be self employed and loves it.

Sabrina has been very involved in the community and has been involved in several fundraisers over the years. She feels with her knowledge and connections she can help other people, and give back to her community. She also has served on several board of directors for the Real Estate community. She presently serves on the Women’s Council of Realtors of Scottsdale as Secretary, Chairs the commercial committee and serves on the finance committee for Scottsdale Area Associations of Realtors.

Sabrina is originally from Indiana and moved to the Phoenix metro area three days after graduating from Indiana University. She co-founded a tour business right after graduation, and traveled all over the world. For fun she likes golf, snow-skiing and being with friends. She feels that Arizona is the greatest place to live, and is very happy she made the move.

Connect with Sabrina on LinkedIn, Instagram and Twitter.

Marques Burnett with The Sports Utility Vehicle, Mattie Smith with Cartridge World Lawrenceville and Markell Bryant with Edward Jones Investments

July 27, 2017 by Mike

Gwinnett Business Radio

Marques Burnett with The Sports Utility Vehicle, Mattie Smith with Cartridge World Lawrenceville and Markell Bryant with Edward Jones Investments

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Marques Burnett, Mattie Smith, Markell Bryant

Marques Burnett/The Sports Utility Vehicle

The Sports Utility Vehicle (SUV) is committed to enhancing every sports event they work with while delivering content that engages, empowers, and connects brands with fans. The SUV uses content, expertise, and execution to give audiences the sports experience they want and brands the value they need. The SUV and its affiliate sites offer over 500 live events, full game replays, original segments, and branded content for general and sport-specific audiences. SUV helps sports properties by maximizing the experience for fans and brands that are a part of each event.

Mattie Smith/Cartridge World of Lawrenceville

Cartridge World of Lawrenceville is Gwinnett’s local supplier of desktop printers, ink and toner cartridges, and printer repair and service. Helpful technical resources are available at a convenient Lawrenceville retail location, with free delivery and recycling services for business customers.

Markell Bryant/Edward Jones Investments

Edward Jones is a financial services firm dedicated to serving the needs of individual investors. With nearly 15,000 financial advisors serving over 7 million investors, the firm has been built on the belief that the only way to do business is on a one-on-one personal basis. Edward Jones Investments does that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them.

Brian Pierce of Catalyst Wealth Management, Jonathan Holmes of Mighty 8th Media and John Miles of Law Offices of John M. Miles

July 9, 2015 by Mike

Gwinnett Business Radio

Brian Pierce of Catalyst Wealth Management, Jonathan Holmes of Mighty 8th Media and John Miles of Law Offices of John M. Miles

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Mike Sammond, Brian Pierce, Jonathan Holmes, John M. Miles, Steven Julian

Brian Pierce/Catalyst Wealth Management

Catalyst Wealth Management is focused on serving clients in the areas of investment management, alternative tax planning, wealth distribution planning, and legacy planning. They enjoy working with accredited investors who love their families and have a true desire to be successful in all facets of life. By helping clients accumulate, sustain, and ultimately distribute their wealth effectively, it is their hope that they will have a giant impact in this world.

Jonathan Holmes/Mighty 8th Media

Mighty 8th Media is beginning its 10th year as a full-service marketing, communications and interactive agency with the credentials, creativity and a desire to help organizations build a strong brand and grow their company through effective communications strategies. They view each client uniquely and offer marketing solutions that emphasize both traditional and interactive marketing techniques that are targeted to their unique needs. Their team of professionals sets ambitious goals, plans strategies that defy limits, and creates results-oriented campaigns that leave lasting impressions.

The firm’s name was inspired by the 8th Air Force, the largest force of its kind during WWII. Like Mighty 8th, they were formed in our home state of Georgia, delivered great results, and even extended their wings into Europe.

Located north of Atlanta, Mighty 8th Media was founded in 2005 by partners Jonathan Holmes and Bradley Sherwood. At the core of Mighty 8th Media is their dedication to an old-fashioned approach to customer service. They believe in the days when business relationships were often friendships in which the vendor could guide the customer through the decision-making process by fully understanding their needs, desires and financial parameters. By infusing creativity and a diverse mix of media and technology, Mighty 8th is skilled at breathing new life into old concepts.

John Miles/Law Offices of John M. Miles

John Martin Miles is an attorney on private practice in Suwanee. He is a solo practitioner which means that when you retain him, he is who you get, not an associate whom you have never met. John has been practicing in Gwinnett County for 39 years and over that time his practice has morphed to reflect the economy and the demands of his clients. At the current time his practice is focused on what he calls “preventive law”.

COMMUNITY BANKING AND SMALL BUSINESS: Chris Marinac with FIG Partners

June 17, 2015 by Mike

On the Money

COMMUNITY BANKING AND SMALL BUSINESS: Chris Marinac with FIG Partners

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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

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“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.

Structuring and Managing Investment Portfolios

May 27, 2015 by Mike

Gwinnett Studio

Structuring and Managing Investment Portfolios

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Bill Leonard, Robert Port, Craig Frankel, Lane Steinberger

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

Bill Leonard/Taylor English Duma LLP

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

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

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

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

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

Lane Steinberger/Redwood Wealth Management

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

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

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

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

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

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

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

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

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

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

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

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

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

GrandView 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.

Chad Terpstra with People Helping People, Susan Boland Butts and Shannon Brabner with Hi-Hope Service Center, and Jesse Lirette with Skyview Atlanta

February 11, 2015 by Mike

Silver Lining in the Cloud

Chad Terpstra with People Helping People, Susan Boland Butts and Shannon Brabner with Hi-Hope Service Center, and Jesse Lirette with Skyview Atlanta

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Chad Terpstra, Susan Boland Butts, Shannon Brabner, Jesse Lirette, Dom Rainey

Chad Terpstra/People Helping People

People Helping People does not have a one size fits all platform like many other companies in the financial services and insurance industry regarding products and providers. This allows their associates to tailor a solution that best fits the client’s specific needs and future financial goals.

Shannon Brabner & Susan Boland Butts/Hi-Hope Service Center

Hi-Hope Service Center has a 55-year tradition of supporting individuals with developmental disabilities. Now focusing on adults, they provide support by connecting them with integrated opportunities for learning, work and leisure. They believe that individuals with developmental disabilities have inherent value with gifts and abilities to share. Without intentional engagement and support, these gifts may remain hidden and our community may never benefit from their contribution. These individuals are not only a vital resource to our community, but they enrich our lives.

Hi-Hope Service Center is promoting its 2nd annual Gwinnett’s Kids Got Talent Show. The event will be held on Saturday March 28, 2015 at 6pm at Central Gwinnett High School Theater in Lawrenceville, GA.

Jesse Lirette/Skyview Atlanta

Towering nearly 20 stories above Centennial Olympic Park, the Skyview Atlanta Ferris Wheel features 42 climate-controlled gondolas providing guests with breathtaking panoramic views of downtown Atlanta and the surrounding metropolitan area.

Those looking for an even more enhanced experience will enjoy our VIP gondola boasting Ferrari leather seats, glass floor and a longer flight time. And with its convenient location just steps from many of Atlanta’s most popular attractions, SkyView Atlanta is the perfect compliment to your downtown adventure. SkyView. You can see Atlanta from here.

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

September 24, 2014 by Mike

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

As 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

Having 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

With 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.

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