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Transitioning a Family Business from One Generation to Another (Part 2 of 2)

December 15, 2021 by Mike

Stewarding-Family-Wealth
Gwinnett Studio
Transitioning a Family Business from One Generation to Another (Part 2 of 2)
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Drew Gilbreath, Randy Brunson and Cole Porter

In the second part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel.

Drew Gilbreath/Sutter, Mclellan & Gilbreath

Sutter, McLellan & Gilbreath prides itself on being an independent agency and its ability to create a strategic business partnership between their client, their carrier and their community. Through mutually beneficial alliances, Sutter, McLellan & Gilbreath provide tailored services and products compatible with your expectations. SMG will communicate clearly and keep the program design concise. Brady is the only broker at the agency that focuses solely on employee benefits.

Cole Porter/Porter Steel

In business since 1983, Porter Steel is one of Atlanta’s premier providers of structural steel, miscellaneous metals, and architectural metals to General Contractors and other fabricators in the area. Additionally, they have a custom manufacturing division where they partner with other manufacturers in completing the steel portion of their product.


Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Tagged With: business transition, centurion advisory group, cole porter, drew gilbreath, Family Business, family business transition, financial advice, porter steel, randy brunson, stewarding family wealth, stewarding family wealth podcast, sutter mclellan & gilbreath, wealth and savings advice, wealth management, wealth podcast

Transitioning a Family Business from One Generation to Another (Part 1 of 2)

December 9, 2021 by Mike

Gwinnett Studio
Gwinnett Studio
Transitioning a Family Business from One Generation to Another (Part 1 of 2)
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Drew Gilbreath, Randy Brunson and Cole Porter

In the first part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel.

Drew Gilbreath/Sutter, Mclellan & Gilbreath

Sutter, McLellan & Gilbreath prides itself on being an independent agency and its ability to create a strategic business partnership between their client, their carrier and their community. Through mutually beneficial alliances, Sutter, McLellan & Gilbreath provide tailored services and products compatible with your expectations. SMG will communicate clearly and keep the program design concise. Brady is the only broker at the agency that focuses solely on employee benefits.

Cole Porter/Porter Steel

In business since 1983, Porter Steel is one of Atlanta’s premier providers of structural steel, miscellaneous metals, and architectural metals to General Contractors and other fabricators in the area. Additionally, they have a custom manufacturing division where they partner with other manufacturers in completing the steel portion of their product.


Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Tagged With: business transition, centurion advisory group, cole porter, drew gilbreath, Family Business, family business transition, financial advice, porter steel, randy brunson, stewarding family wealth, stewarding family wealth podcast, sutter mclellan & gilbreath, wealth and savings advice, wealth management, wealth podcast

Continuing the Conversation with GYP: Diverse Experiences in the Workplace

May 28, 2021 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
Continuing the Conversation with GYP: Diverse Experiences in the Workplace
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Less than a week after the Gwinnett Chamber of Commerce hosted it’s inaugural Diversity, Equity and Inclusion (DE&I) Summit, Gwinnett Young Professionals (GYP) hosted it’s very own “Continuing the Conversation” Summit on May 26, 2021 to dive deeper into the diverse experiences of young professionals in the workplace.

The event began with a guided exercise to allow attendees to get to know each other. That was followed by a panel discussion which offered honest, positive, respectful, open-minded and productive dialogue about diversity, equity and inclusion in today’s society and workplace from a young professionals’ point of view.

PANELISTS:

Nury Castro | Administrator, Georgia Gwinnett College

Nury Lizeth Castro is a dynamic and forward thinker, intentional community builder, and healing agent. Her practice is guided by scholarship, theory, intersectionality, critical consciousness, and principles that center community and social equity. Her natural talent, unwavering tenacity, and ability to center theory-to-practice have allowed Nury to serve in various roles as a university and college administrator. Nury is currently a doctoral student at the University of Dayton and she received a Master of Public Administration and Bachelor of Science from North Carolina State University.

Janelle King | Founder, Excel Leadership

Janelle King is an I/O Consultant and Certified Life & Leadership Coach. It is her mission to help organizations, teams, professionals, and people reimagine and redesign the way they do life and work through the power of purpose and the science and practice of industrial-organizational psychology. She is currently living out this mission as an I-O Consultant to organizations through her company Excel Leadership, where she creates purpose-driven and engaging cultures for organizations, teams, and professionals to excel and thrive in the workplace. She also serves as a Certified Life & Leadership Coach through her personal and professional development company, Life Designer University, where she coaches women to design a life and career they love.

Cole Porter | Vice President, Porter Steel

Cole Porter is the current Vice President of Porter Steel and past owner of multiple small business ventures. A graduate of the University of Georgia and a lifelong Atlanta native, Cole focuses most of his energy today on facilitating growth, development, and efficiency in his employees, work processes, and business relationships. Additionally, he places a large emphasis on community involvement and integrity in business.

Kam Phillips | Founder, The Kam Phillips Group

Kam Phillips is a certified Life & Leadership Coach and Inspirational Speaker who specializes in developing teens, students, and early career professionals into emerging leaders. After graduating with a Bachelor’s in Economics from Emory University and excelling in the corporate world with firms such as ETRADE, AllianceBernstein, and JPMorgan Private Bank, Kam decided to walk away from his career in finance. Kam now uses his gifts to help students and young adults navigate through difficult transitions by providing speaking engagements that positively impact their personal development, emotional well-being, and career trajectory.

MODERATORS:

Jasmine Billings | Community Development Manager, City of Lawrenceville

Jasmine Billings is a vibrant, intentional community builder, passionate about growth in the community through building relationships, developing partnerships, supporting youth advocacy, and strategic civic engagement/awareness. Serving as the Community Development Manager for the City of Lawrenceville, Jasmine is experienced in Event Management and Community Outreach, with a passion for Sport Management. Through connectivity and shared experiences, her drive is to educate and engage with youth and create awareness through workforce development.

Tommy Easley | Ticket Sales Director, Atlanta Gladiators

Tommy Easley is the Ticket Sales Director with the Atlanta Gladiators Professional Hockey Club. He is entering his 5th season with the club where his focus is on business development through season tickets and premium hospitality. Tommy is a current member of the Gwinnett County Young Professionals Board. Prior to joining the Gladiators, Tommy has worked with the Chicago Bulls and Cincinnati Reds.

Audio Presentation of “Continuing the Conversation” Presented by

Tagged With: cole porter, dan miller, DEI, dei summit, diversity, Diversity Equity and Inclusion, equity, excel leadership, gwinnett young professionals, GYP, inclusion, janelle king, jasmine billings, kam phillips, kam phillips group, nury castro, porter steel, wealth horizon

Cole Porter with Porter Steel and Cathy Smith with Cachet Corporate Gift Services

October 22, 2020 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
Cole Porter with Porter Steel and Cathy Smith with Cachet Corporate Gift Services
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Mike Sammond, Cole Porter, Cathy Smith, Steven Julian

Cole Porter/Porter Steel

In business since 1983, Porter Steel is one of Atlanta’s premier providers of structural steel, miscellaneous metals, and architectural metals to General Contractors and other fabricators in the area. Additionally, they have a custom manufacturing division where they partner with other manufacturers in completing the steel portion of their product.


Cathy Smith/Cachet Corporate Gift Services

Cachet Corporate Gift Services is a custom gift and marketing design company that works exclusively with businesses to help them express gratitude, and build better relationships with their customers, clients, and employees, in an authentic and thoughtful way.

 

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