property insurance Archives - Business RadioX ®

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners

September 15, 2023 by John Ray

Family Business Radio

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners

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Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners (Family Business Radio, Episode 48)

Jeremy Stevenson, Founder and Managing Partner of iBridge Global Partners, and Kurt Seiler and Hannah Odonoghue, Risk Advisors with Baldwin Risk Partners, joined host Anthony Chen. Jeremy discussed his work with family businesses, including common issues he sees and the approaches he takes to advising on growth and exit planning. Kurt and Hannah, personal risk advisors with Baldwin Risk Partners, covered how they work for the client directly, the personal and business risks their firm can help mitigate, and more.

Anthony had a follow-up question for the guests about the advice they would give their younger selves just starting out.

He wrapped up the show with comments about being proactive and contacting professionals to protect your assets.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

iBridge Global Partners

iBridge Global Partners, specializes in helping family business owners navigate the complexities of doing business with family.

With a focus on growth, streamlining, and long-term viability, they excel in optimizing governance, fostering sustainable growth, and crafting transition plans that secure legacies.

Jeremy Stevenson, Managing Partner, Founder, iBridge Global Partners

Jeremy founded iBridge to get back to what he loves, helping family businesses achieve their goals. He co-founded and sold a $1B+ company, has helped over 100 family businesses achieve their goals, and ran two family businesses.

Outside of business, he mentors military veterans, advocates for animal welfare, is a car and bourbon enthusiast, and tries to play golf.

Kurt Seiler and Hannah Odonoghue, Personal Risk Advisors, Baldwin Risk Partners (BKS Partners)

**Kurt Seiler and Hannah Odonoghue, Risk Advisors, Baldwin Risk Partners (BKS Partners)**

Baldwin Risk Partners is a risk management firm and insurance brokerage specializing in custom insurance solutions. With over 40 insurance carrier partners they are able to comprehensively write policies and competitively price almost any risk. They work for the client directly – not any single insurance company, and our focus is protecting what you’ve built. Property, Casualty, Liability, and business insurance.

Anthony Chen, Host of Family Business Radio

**Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products, or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Colin Fogarty, Mighty Dog Roofing of North Atlanta

July 18, 2022 by John Ray

North Fulton Business Radio

Colin Fogarty, Mighty Dog Roofing of North Atlanta

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North Fulton Business Radio, Episode 472)

On this edition of North Fulton Business Radio, Colin Fogarty, Owner of Mighty Dog Roofing of North Atlanta, shared a lot of vital advice with host John Ray. Colin discussed his personal journey to owning a Mighty Dog Roofing franchise, and how it differs from his experience in the consulting world. Next, he and John covered how to maintain your roof, the value of having maintenance checks that will provide valuable information in the event of damage, choosing a roofing contractor, what to do when you do have a claim, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Just as we care for our pets and family’s health or regularly maintain our auto and HVAC, why is it we don’t check the health of our exteriors? A disciplined approach to the maintenance of the exterior of your North Atlanta Georgia home is critical to keep it in top condition and maintain its resale value. Sometimes, a minor repair is needed to avoid a total roof replacement later. Mighty Dog helps assure you get the most life out of your roofing system with the reliable Mighty Dog Maintenance Program.

For over 20 years, Mighty Dog Roofing has provided homeowners and business owners nationwide with the high-quality roofing services they deserve. Their trusted, certified experts can handle roof repair and roof replacement, no matter the size.

The Mighty Dog Roofing Craftsmanship warranty along with their Manufacturer’s Warranty gives you the peace of mind you are looking for. Their warranty also comes with the Mighty Watchdog Maintenance Annual Checkup to assure a healthy roof for years to come. Less worry equals more peace of mind.

Company website | Facebook | Instagram | LinkedIn

Colin Fogarty, Owner,

Colin grew up in Savannah, Georgia, where he began his roofing career by helping his dad clean and maintain their roof. A born and raised Bulldog, Colin graduated from UGA and began his career in Sales and Marketing in Atlanta.

After a trip outside of Georgia to attend business school, Colin spent five years as a management consultant, traveling the country to help many large consumer packaged goods companies solve their most pressing challenges. Ultimately, Colin decided to pursue his American Dream and partnered with Mighty Dog Roofing to serve North Atlanta.

In his spare time, Colin enjoys spending time and traveling with his wife, Emily, and simply relaxing with friends and family.

Questions and Topics in this Interview:

How did you decide to launch Mighty Dog?
What makes Mighty Dog special?
What’s been the best thing about owning your own business?
Roofs aren’t always top of mind for many homeowners — what are the few things you’d want folks to know about taking care of their roofs?
What are some of the learnings you’ve applied from your experiences before Mighty Dog that help you in the roofing industry?

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. 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.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Scott Jones and Bari Levy with Brown and Brown Insurance of Arizona

November 6, 2020 by Karen

Phoenix Business Radio

Scott Jones and Bari Levy with Brown and Brown Insurance of Arizona

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Scott Jones and Bari Levy with Brown and Brown Insurance of Arizona

Scott Jones joined the Brown & Brown Phoenix team in 2003 as a Property & Casualty Producer and was quickly recognized as an up and comer in the organization. In 2006, Scott was asked to relocate to New Mexico and lead day-to-day operations in Albuquerque, Santa Fe and Taos.

These offices flourished under Scott’s leadership. In 2008 and again in 2010 the New Mexico office won Western Regional Office of the Year for Brown & Brown Insurance of Arizona and was ranked Top 10 in the State for Best Places to Work.

Effective July 2016 Scott returned to be the President of our Phoenix office. Since that time, the Phoenix office has seen year over year growth. In addition to being head of office Scott’s believes in being involved in the community.

He is currently focused on raising funds for St. Mary’s Food Bank, and Amanda Hope. Scott is currently the President of the IICF and sits on the board of the Arizona Chapter of YPO.

Bari Levy is an insurance professional who has been in the industry for almost 9 years. Her passion is to connect with new people and build new relationships, which turn into partnerships on a personal and business level.

Within the agency, her job is to partner with Brown and Brown’s producers, who specialize in certain industries, to connect them with prospects to ensure they are protected in regards to all their insurance needs and are able to sleep better at night.

Connect with Bari on LinkedIn and Facebook.