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Emory Morsberger, Helping Ukraine, and Samuel Richmond, Nvestfit

October 2, 2023 by John Ray

Good2Give Podcast

Emory Morsberger, Helping Ukraine, and Samuel Richmond, Nvestfit

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Emory Morsberger, Helping Ukraine, and Samuel Richmond, Nvestfit (Good2Give Podcast, Episode 4)

Emory Morsberger, Founder of Helping Ukraine, and Samuel Richmond, President at Nvestfit, were the guests on this edition of the Good2Give Podcast. Emory Morsberger discussed his work and that of others to provide needed medical supplies and other goods to the people of Ukraine. He shared a compelling vision given to him and the invitation to deliver supplies. Emory also shared how Helping Ukraine has provided portable incubators, surgical tools, medical supplies, blankets, generators, support for orphanages, and Hope Centers for those left homeless by the destruction. Samuel Richmond discussed the benefits of philanthropic giving, the advantages of donor-advised funds, and more.

The Good2Give Podcast is presented by the Community Foundation for Northeast Georgia and is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Helping Ukraine

Helping Ukraine is a 501(c)3 designed to raise funds for medical supplies and other goods for the people of Ukraine.

The growing concern for the people of Ukraine has never been more evident than in the months since the February 24th bombing. Stimulated by Dr. Olha Paliychuk, Ukraine, her call for medical supplies, became a call heard around the world. Through individuals who reached out to one another from Ukraine to the US, a mission began sending medical supplies, ready to eat food and even cots for shelters bound for Ukraine. Rotarian Emory Morsberger of Atlanta, Georgia played a personal role by escorting expensive Stryker Drill Sets to hospitals in Ukraine in his own luggage.

Emory Morsberger founded Helping Ukraine, and joined Ken Ward and his team for a humanitarian mission to deliver stoves, generators, blankets, clothes, food and medical supplies to those along the frontlines of the war in Ukraine.

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Emory Morsberger, Founder, Helping Ukraine

In 1991 Emory Morsberger, CEO of the Morsberger Group, founded Avalon homes, a strip of 350 town homes, and spearheaded the Highway 78 project to improve the declining conditions of the area. He became active in organizations, such as the Highway 78 Community Improvement District board, the Gwinnett County Revitalization Task Force, and the Gwinnett Chamber of Commerce board, which promoted the success of Gwinnett County.

His trademark “Progress Coming” signs began to appear in the windows of empty buildings that lined the seemingly abandoned Lawrenceville City Square and the Morsberger Group was created. As an extension of his development firm Morsberger created Lawrenceville Properties. Stripping down the Square’s century old buildings to their original brick and wood floors, the Morsberger Group transformed the Lawrenceville Square into a bustling destination for fine dining, shopping, and entertainment.

As a longtime Rotarian and Atlanta businessman, Emory was moved to service after seeing images, media coverage and hearing stories of the needs of the Ukrainian people. Through his connections, he was able to help elevate an effort that had begun with local Rotary clubs to send surgical and medical supplies, food and other goods.

In June 2022, Emory traveled to Ukraine and hand-delivered much needed supplies and also deepened my connections with Rotary Clubs throughout the country. Upon his return in July, he was moved to do more and launched Helping Ukraine US.

Nvestfit

Nvestfit’s mission is to help their clients work toward financial independence through planning. They spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future.

Their goal is to be a trusted and knowledgeable advisor to their clients for the long term through education, training, integrity, and outstanding client service.

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Samuel Richmond, M.S., CFP, President, Nvestfit

As a CFP® professional, Samuel strives to serve his clients to the highest ethical standards of care. Taking the time to understand what is MOST important to you is paramount, while utilizing an established process to work towards your stated goals. Sam engages with his clients in a fiduciary capacity, providing specialized, objective and independent advice, putting your needs and best interest first.

His practice is geared towards how his clients measure peace of mind as business owners and families navigating the unique challenges faced in our world today. He offers his clients a holistic financial planning approach to help them maintain overall financial health and pursue multiple (and competing) financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, his services always align with your current priorities, including ongoing review and monitoring.

For over a decade, he has passionately sought out all investment personalities with confidence, expertise and insight. As part of your executive team, he will partner with your CPA’s and attorneys to coordinate the components of your entire financial picture, making a positive impact on generations to come.

Samuel says his most notable accomplishments include the marriage to his beautiful wife Melanie going on 17 years and the birth of their wonderful boys Samuel and Isaiah. The family’s hobbies include exploring the great outdoors as well as an appreciation for the arts, theater and music. They also enjoy a worship experience that adds great value to their lives.

Samuel is on the Board of Visitors for the School of Business at Georgia Gwinnett College. He was appointed by former Commissioner Marlene Fosque to serve on the SPLOST Citizens Project Selection Committee overseeing the funding of transportation projects throughout Gwinnett County. He has been involved in various non-profit organizations throughout Georgia and Tennessee such as Gwinnett Chatt Outreach, Preface, The Urban League, Big Brothers Big Sisters and Operation Hope. Samuel is a proud member of Rotary International.

In 2009 Samuel earned a Bachelors of Science in Organizational Management from Covenant College followed by a Master’s in Personal Financial Planning from Kansas State University in 2014. He achieved his CFP® designation in 2015 and continues to feed his appetite for learning through ongoing trainings, workshops and books.

The Good2Give Podcast celebrates the work of donors, nonprofits, and the causes they care about. The hosts of the show are DePriest Waddy and Maria Walden-Sullivan, and the show series is presented by the Community Foundation for Northeast Georgia.

The Good2Give Podcast is produced by the North Fulton studio of Business RadioX®. You can find the full archive of shows by following this link. You can also find the show on all the major podcast apps, including Apple Podcasts, Spotify, and many others.

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving the world through the power of philanthropy.

On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations, and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes and their income is used to make grants for a wide variety of charitable purposes.

But the Foundation’s goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia, and beyond by providing leadership, addressing community needs, and assisting individuals and organizations with their charitable giving.

Connect with CFNEG:
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Triumph Over Trauma E53

May 20, 2021 by Karen

Phoenix Business Radio

Triumph Over Trauma E53

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Triumph Over Trauma E53

Anthony “Doc” Ameen shares his powerful story not knowing what path he intended to take as a young man to join the military and being influenced by the tragedies he survived. He now dedicates his time to assisting military members, first responders and their families, fighting for them as they have fought for us. Wings for Warriors non-profit has helped over 5,000 veterans with securing benefits, benefits counseling and travel assistance among other holistic needs.

If you or someone you know is a veteran or a first responder, Wings For Warriors Foundation can support you with a wide array of services and programs with the help of their 4 beneficiaries.

Wings For Warriors Foundation is a nationally recognized, 501(c)(3) non-profit organization in support of veterans, first responders, and their families.

Wings For Warriors Foundation supports the holistic needs of veterans, first responders, and their families with transformational growth, well-being, and spiritual fitness.

Taylor & Lawrence is a boutique consulting firm helping healthcare organizations of all sizes achieve their desired goals by building cooperative alliances and strategic partnerships.

Taylor & Lawrence’s mission is to provide loyal and mutually beneficial partnerships for healthcare organizations to thrive together, ensuring sustainability, growth, and increased quality.

Anthony Ameen’s life changed in an instant in 2008. And it’s been evolving ever since…

As a Hospital Corpsman, Ameen earned the nickname “Doc” as he embraced a culture of order and duty. His catastrophic battlefield injury changed the course of the life he envisioned, but Anthony eventually chose to view his new path as one that would be watered by the nurtured outflow of the adversity he had faced. His experiences, though challenging at times, allowed him to see potential for change and fueled an entrepreneurial spirit within him, which led to his creation of the non-profit Wings For Warriors.

Under Ameen’s leadership, the non-profit organization matured from an idea to a nationally-recognized foundation that aims to advocate for the holistic and spiritual needs of veterans, first responders, and their families. As Founder & CEO, Anthony personally counseled more than 5,000 veterans and helped launch Wings for Warriors outlets in 30 different cities across the country.

It quickly became clear that the grit, determination, perseverance and leadership capabilities “Doc” channeled in the military served him well in civilian life as an entrepreneur, an advocate, and a nationally-recognized public figure. He is the face and the lifeblood of Wings For Warriors, and with that brings invites from national media outlets, speaking engagements at large-scale events and sponsorships earned from Fortune 500 companies.

Along the way, Doc turned his focus into co-founding and building Taylor & Lawrence, a boutique consulting firm that specializes in serving the Department of Defense (DoD), and Healthcare industries by unearthing strategic business partnerships for increased performance and quality patient care.

Ameen’s past continues to fuel his future. And, his story provokes anyone listening to realize they have not fully tapped every ounce of their potential. Anthony addresses his successes and pitfalls through his emotional and physical recovery in an uncommonly honest way, all while holding his listeners internally responsible for the changes they need to make in order to grow. Ameen’s story incites change, triggers action and spurs productivity. And, perhaps most importantly, it plants a seed of accountability.

When he isn’t traveling for speaking engagements, Anthony spends time with his wife, and their four children, at their home in Phoenix, Arizona.

Connect with Anthony on LinkedIn, Facebook and Twitter.

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

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners 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. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) 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.

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners 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 Backbone Planning Partners to help business owners and their families. At Backbone Planning, 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, Backbone 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. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

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 to 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.

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 Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors

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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 RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.