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PHELAN & MYERS 2 FOR 20: Venture Capital and Business Start-ups with Mike Dowdle of Circadian Ventures

January 30, 2025 by Mike

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: Venture Capital and Business Start-ups with Mike Dowdle of Circadian Ventures

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Host Scott Phelan is joined by Mike Dowdle of Circadian Ventures to explain how business start-ups are funded and the differences between venture capital, angel investors, and private equity.

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

PHELAN & MYERS 2 FOR 20: Interest Rates, Lending, and the Current State of the Economy with Janney Director of Research Chris Marinac

August 23, 2024 by Mike

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: Interest Rates, Lending, and the Current State of the Economy with Janney Director of Research Chris Marinac

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Kevin Myers, Chris Marinac, Scott Phelan

Hosts Scott Phelan and Kevin Myers discuss interest rates, lending, and the current state of the economy with Chris Marinac, Director of Equity Research for Janney Montgomery Scott LLC.

Chris Marinac
Director of Research/Janney Montgomery Scott

As Director of Research at Janney Montgomery Scott, Chris Marinac oversees the firm’s Equity Research team, which covers more than 225 companies within the Financials, Healthcare, Infrastructure, and Real Estate sectors. The team aims to provide first class research on companies and the industry at large—which means staying ahead of the curve, understanding investors, and considering how events today will affect the future.

Chris has more than 27 years of financial services and research analysis experience. Prior to joining Janney in 2019, he was Co-Founder and Director of Research at FIG Partners LLC, a premier investment banking and research firm specializing in community banks. At FIG, he established and managed an award-winning Equity Research team that covered more than 150 banks, thrifts, and REITs. Earlier in his career, he spent six years as Managing Director at SunTrust Robinson Humphrey and five years as a Research Analyst at Wachovia Corporation (formerly Interstate/Johnson Lane Inc.).

He has served as a financial expert and resource to global and national media outlets including American Banker, Bloomberg, CNBC, Financial Times, FOX Business, and the Wall Street Journal.

Chris graduated from Kent State University with a Bachelor of Science in Accounting and Finance. He is actively involved with Atlanta Ronald McDonald House Charities Inc., where he is serving his fourth, three-year term as a board member.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Phone: 678.448.4841
sphelan@janney.com

Kevin Myers, CFP®
Vice President/Wealth Management, Financial Advisor

Kevin’s philosophy is simple; he worries about your finances so you don’t have to. As a Certified Financial PlannerTM (CFP®) Professional, Kevin helps clients develop and implement a comprehensive financial plan that is tailored to your needs. Kevin specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Kevin has over 10 years of experience in the financial services industry and previously served as a consultant. He attended the University of Georgia where he earned his Bachelor of Science in Personal Financial Planning.

Phone: 678.448.4842
kmyers@janney.com

Jan Rooney, State Farm Agent & Ty Keller, Licensed Mortgage Advisor for Angel Oak Home Loans

June 6, 2022 by Amanda Pearch

Forsyth Business Radio

Jan Rooney, State Farm Agent & Ty Keller, Licensed Mortgage Advisor for Angel Oak Home Loans

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Jan Rooney, State Farm Agent and Ty Keller Licensed, Mortgage Advisor at Angel Oak Home Loans

Jan Rooney has over 20 years of experience in the
insurance industry holding numerous positions from
underwriting to claims, to human resources, to State
Farm Agent where she enjoys serving her
community. She holds a bachelor’s degree from
University of South Florida, a master’s degree from
Warner University, a Chartered Property and Casualty Underwriters Designation from
the American Institute and holds her Series 6 and 63. Jan is a Rotarian, serves as Vice President
on Family Promise board and utilizes her Good Neighbors Help – Quotes for Good program to help many local non-profits opportunities Jan is business owner, wife, mother, community champion. Jan is a business owner, wife, mother & community champion.

Ty Keller is a Licensed Mortgage Advisor for Angel Oak Home Loans. Ty holds a bachelor’s in business from the University of Colorado in Colorado Springs and is an alum of the Graduate School of Banking at the University of Wisconsin in Madison. During the pandemic he moved to Georgia and joined Angel Oak. With a passion for service, Ty’s focus is on helping as many clients as he can with their mortgage needs & has the experience & creative lending solutions needed to help those who are underserved. He began his career in portfolio lending and retail banking in 2008 for a large privately held bank in Colorado and has built his career on helping clients finance real estate with both traditional lending programs and “outside of the box” portfolio loan solutions. Ty serves on the board of his church, resides in Cumming, Georgia with his wife & children.

Connect with us on Social Media @forsythbrx

SPECIAL THANKS to our Forsyth Business RadioX Studio, Print & Furniture Partners:

Broadcasted LIVE from the Forsyth Business RadioX Studio in Cumming, Georgia

Podcasts by Amanda Pearch

Heather Fleming, Business Developmemt Manager at MST, Leslie Price- Bennett, Co-Owner of Dream Dinners in Cumming GA & Tyler Henry of Movement Mortgage

May 17, 2022 by Amanda Pearch

Forsyth Business Radio

Heather Fleming, Business Developmemt Manager at MST, Leslie Price- Bennett, Co-Owner of Dream Dinners in Cumming GA & Tyler Henry of Movement Mortgage

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Heather Fleming, Business Development Manager at MST, Leslie Price-Bennett, Co-Owner of Dream Dinners (Cumming GA) and Tyler Henry of Movement Mortgage

Heather Fleming just celebrated her one-year anniversary at MST and is helping build their Business Development practice at the firm. With a great understanding of the financial world and how to connect with local business owners in the Atlanta market, she is an asset to her team and community. MSTiller LLC (“MST”) celebrates its 66^th anniversary this year. The Firm has 4 offices, 3 located in Georgia and 1 in New York. They have over 130 staff members serving clients in a variety of industries.

Leslie Price- Bennett is the Co-Owner of Dream Dinners in Cumming Ga. Dream Dinners is an innovative concept in meal preparation that eliminates the stress of dealing with dinner – We remove menu planning, shopping & prep-work from the equation, leaving more quality time for families. They change lives by bringing Homemade, Made Easy meals into the community. It is their mission to make gathering around the table, a cornerstone of life.

Tyler Henry is a Loan Officer at Movement Mortgage in Cumming. Movement was created to be different. Founded in 2008, amidst one of the biggest financial meltdowns in American history, Movement set forth on a mission to create a Movement of Change in the industry, in corporate cultures and in communities. Pioneering a unique model so that their profits create a long-term positive impact in communities both close to home and around the globe. They are committed to building relationships based on communication. It all comes back to the Movement Mission, to love and value people in everything they do. Tyler is also a Special Education Teacher for Forsyth County.

Listen to shows 24/7 on businessradiox.com/forsyth-studio and SUBSCRIBE wherever you get your #audio shows to “Forsyth Business Radio” to stay up to date with the latest episodes.

Connect with us on Social Media @forsythbrx

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Buying and Refinancing Arizona Real Estate E20

August 9, 2020 by Karen

Phoenix Business Radio

Buying and Refinancing Arizona Real Estate E20

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Buying and Refinancing Arizona Real Estate E20

Lawgitimate hosted by Mike & Rochelle Poulton with special guest, Juli J Doyle with Fairway Independent Mortgage. This week’s episode “Buying and Refinancing Arizona Real Estate covered a lot of topics.

Travel Insurance – might not cover coronavirus related cancellations
The judicial fail in the Beruit Explosion
Google Adwords are expensive, constant vigilance required
Yay for Space X Dragon
Buying & Refinancing Arizona Real Estate
- The market is hot, interest rates are low, and real estate is great
- The Buying Process, and how to succeed
- The Refi Process and how to close
- Divorce & Deeds of Trust – how to get former spouses off the loan
- Banks, Brokers, and Mortgage Lenders
- Why mortgage planners can help make good decisions

This episode explores the differences in buying and refinancing real estate. Our Lawgitimate guest Juli J Doyle discussed the hot Arizona real estate market and to expect when buying, refinancing, or deciding which is better for you. If you have questions, we have answers. Email us at lawgitimate@xfirmlaw.com.

Enjoy!

Fairway Independent Mortgage Corporation was founded in 1996. Just five years after opening its doors, Fairway reached the $1 billion funded mark. With a strong focus on purchase business, continuing to grow each year, funding $49 billion in 2019. Fairway is on track to fund $100 billion a year.

Customer service is a way of life at Fairway. Not only is Fairway dedicated to finding the best rates for clients, Fairway also offers some of the fastest turn times in the industry. The collective company goal is to act as a trusted advisor, providing highly personalized service and guiding clients through every step of the loan process. It’s all designed to exceed expectations, guarantee satisfaction, and earn the trust of clients and referral partners.

Fairway is dedicated to the highest level of service, demonstrated through consistent, informative communication with clients and their real estate partners. There main priority is ensuring that the trust they are given is backed by accurate, on-time paperwork delivered with the best technology available. Fairway strives to streamline the mortgage process for their clients and make it stress free for all parties involved.

Fairway Independent Mortgage Corporation is licensed in all 50 states and has headquarters in Madison, WI, and Carrollton, TX. Fairway works with the Federal Housing Authority, Fannie Mae, Ginne Mae and Freddie Mac.

Juli J. Doyle has been in the mortgage industry since 1998. During this time, her mortgage planning practice has been mostly in Arizona. Being from the Midwest, she is also licensed in her home state of Michigan as well as other midwest States.

She is a graduate of the University of Phoenix, with a master’s degree in business administration. Juli is currently licensed as a mortgage loan originator. She continues her education and continues adding more states, so be sure to ask her if she’s licensed in your state or the state of your family and friends.

Juli obtained her Certification in Mortgage Ethics (CME) in 2008 and earned the designation of Certified Mortgage Instructor (CMI) from the Institute of Mortgage Lending in 2011. She scored 100% on the Ethics portion of the federal exam for licensed mortgage originators. In 2006, Juli completed intense training and successfully tested to obtain the status of Certified Mortgage Planning Specialist (CMPS). In 2014, she earned the very special designation of Mortgage Military Specialist (MMS), as she is committed to serving those who are serving us or have served our country.

Juli is married to Chris and has one young son. Also living with them is Juli’s mom. God, family and country are Juli’s priorities. Let her help you align your goals to your priorities through mortgage planning.

Connect with Juli on LinkedIn and Facebook.

About Your Hosts

Rochelle Poulton is an attorney and owner of X Firm LLC. Rochelle has been helping people with Credit and Debt issues since 2012, owns several small businesses, and has nearly 20 years of real estate experience.

Rochelle created Lawgitimate to bring in a network of awesome people to raise awareness and educate people about the litany of legal issues she faces everyday at X Firm LLC.

Connect with Rochelle on Linkedin, Facebook and Instagram.

Mike Poulton, with Poulton & Noroian, draws on his knowledge and experience in other fields to serve his clients. As an experienced science researcher, Mike understands technical issues that many other attorneys cannot, and applies that knowledge for his clients’ benefit. His construction management experience also provides him with a broad knowledge base not only in construction law, but also in regulatory compliance, worker safety, and negotiation.

Michael is licensed to practice law in Arizona and is admitted to practice before the U.S. Federal District Courts in Arizona.

Connect with Mike on LinkedIn.

About X Firm PLLC

We help clients improve their financial lives through strategic financial transaction planning. Whether you want to buy a car, a home, or a building, X Firm can help you reach your goals in 3 easy steps.

We are small but mighty and love helping people get back on track financially. Learn more about us at XFirmLaw.com.

Anita Davis with Business2Banker Connection and Melanie Brown with Seacoast Commerce Bank

November 6, 2018 by Mike

North Fulton Business Radio

Anita Davis with Business2Banker Connection and Melanie Brown with Seacoast Commerce Bank

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Anita Davis/Business2Banker Connection

Business2Banker Connection is a funding strategy consulting firm. They Educate | Rehabilitate | Navigate & Matchmake clients into safe funding solutions with safe partners. Using twenty plus years in banking and lending experience the firm knows the Inside Scoop on Funding options and resources.

Anita Davis has said too many companies are declined for Access to Capital because they simply don’t understand how to properly position themselves for a funding solution. The second reasons they are not successful is they don’t realize that every source has different risk criteria. There needs to be a match between the customer and the source.

Melanie Brown/Seacoast Commerce Bank

Seacoast Commerce Bank is a $1 Billion-dollar boutique National SBA lending institution out of San Diego CA. The company is currently #15 out of 3,000 participating SBA lending banks in the US funding over $276 million as of FYE 2017 and is on track to exceed that amount in 2018. They have loan officers in multiple states across the country and Melanie Brown is the first hire east of the Mississippi River, having joined the bank in September 2018.

STRATEGIC INSIGHTS RADIO: Matthew Hale with Heritage Bank

September 21, 2018 by Mike

Gwinnett Studio

STRATEGIC INSIGHTS RADIO: Matthew Hale with Heritage Bank

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Matthew Hale/Heritage Bank

Heritage Bank, a state chartered commercial bank, has been serving metro Atlanta’s Southern Crescent since 1955. The independent community bank has six full service offices, features a well-rounded offering of commercial and consumer products, and is an active, involved member of the community it serves. Heritage Bank’s stock is traded under the symbol “CCFH”.

Philip Bernardi with Oconee State Bank

April 27, 2018 by Mike

Beyond The Cupola

Philip Bernardi with Oconee State Bank

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“Beyond the Cupola” allows invited customers, community, and team members of Oconee State Bank to have an opportunity to share their stories of success and inspiration, and/or how the Remarkable culture of Oconee State Bank has inspired them to mark lives in their own right.

Philip Bernardi/Oconee State Bank

In the early 1900s, there were banks in all the small towns of Oconee County… Bishop, Bogart, Eastville, Farmington and Watkinsville. When the Depression came along in 1929, all the banks went broke and Oconee County was without a bank for the next 30 years. Farmers and small merchants had to travel to Athens for their banking needs.

In 1958, a group of community leaders recognized the need for a bank in Oconee County and started a process of getting the necessary approval for a state chartered community bank. In 1959, the FDIC approved a community bank and Oconee State Bank opened its doors for business on February 1, 1960 with 3 employees and a small corner office on Main Street in downtown Watkinsville.

Today, Oconee State Bank has 3 full-service financial centers located in Oconee County, GA as well as a website which serves as an “Internet Branch.” The vision of the founders continues today. Oconee State Bank is proud to provide an unparalleled commitment to personalized service, value-added products, and a deep sense of responsibility to the communities they serve.

Russ Tanner with PrimeLending and Sara Dunn with Oconee State Bank

March 22, 2018 by Mike

Beyond The Cupola

Russ Tanner with PrimeLending and Sara Dunn with Oconee State Bank

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“Beyond the Cupola” allows invited customers, community, and team members of Oconee State Bank to have an opportunity to share their stories of success and inspiration, and/or how the Remarkable culture of Oconee State Bank has inspired them to mark lives in their own right.

Russ Tanner/PrimeLending

Whether you’re a first time home buyer or you’re well-versed in the process, buying or refinancing a home can be an exciting and rewarding experience with PrimeLending. They take the time to listen and they’ll work with you to find a home loan that fits your needs.