renasant bank Archives - Page 10 of 33

Ali Banks, Chopt Creative Salad Company

May 23, 2023 by John Ray

North Fulton Business Radio

Ali Banks, Chopt Creative Salad Company

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North Fulton Business Radio, Episode 663)

Ali Banks, Vice President of Culinary at Chopt Creative Salad Company, joined host John Ray on this episode of North Fulton Business Radio. She discussed how Chopt got started, their exciting and creative menu items, local suppliers, how Chopt Gives supports the Atlanta community, and much more.

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

Founded in 2001 by college friends Tony Shure and Colin McCabe, Chopt Creative Salad Company is the creator and leader of the premium salad segment, and has expanded from its original location in New York City’s Union Square to include 73 locations in New York City, Washington, D.C., Virginia, Connecticut, suburban Westchester, New York, New Jersey, suburban Maryland, North Carolina, Georgia, Tennessee, and Alabama.

Chopt is a fast-growing company with a core team of great people and tremendous opportunities opening up as Chopt and its team continue to expand. Aiming to change the future of fast food, Chopt pushes the boundaries of what a salad can be with its core menu of 14 Classics, 3 rotating Seasonal Specials, 25 homemade, small-batch dressings, and limited-time-only “Super Seasonals” that feature local produce-only at its peak.

Expanding its “Better Tastes Better” philosophy beyond its restaurant walls, Chopt also partners with non-profit Wellness in the Schools to bring healthy lunches to New York City public schools.

Website | Facebook | Instagram | Twitter | LinkedIn

**Ali Banks, VP of Culinary, Chopt Creative Salad Co**

Ali Banks is an adventurer and a creative at heart, with a background that includes studying Urban Design and Architecture at NYU and spending several years overseeing development and construction projects in New York City, formal culinary education in Paris, time well spent mastering the finer points of whole-animal butchery and Alaskan salmon fishing, helping others unleash their inner-chef as a Resident Chef for Sur La Table and working through key growth initiatives for one of the leading wine and cheese purveyors in Chicago.

Now, she spends her time as Vice President of Culinary at Founders Table Restaurant Group – overseeing the Food & Beverage departments for both Chopt Creative Salad Co. and Dos Toros Taqueria. She is always excited to share her passion for all things edible — including the people and places that make them such an integral part of a life well-lived.

Questions and Topics in this Interview:

How did Chopt get started?
Where can people find Chopt in Atlanta?
What is Chopt Gives and how do they support the Atlanta community?
What is the Summer VIP Challenge?
How does Chopt keep things fresh with artisan partners around the world and local Georgia partnerships?
What makes Chopt different?

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 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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Kristen Rocco, Kristen Rocco Consulting

May 15, 2023 by John Ray

North Fulton Business Radio

Kristen Rocco, Kristen Rocco Consulting

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North Fulton Business Radio, Episode 662)

Kristen Rocco, Founder of Kristen Rocco Consulting, joined host John Ray in the studio on this episode of North Fulton Business Radio. She talked about how she helps businesses through content marketing, what content marketing is, when businesses should think about hiring a fractional marketing consultant, her podcast Bold Moves: How Did You Know?, and much more.

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

Kristen Rocco, Founder, Kristen Rocco Consulting

As a content marketing strategy consultant, Kristen Rocco helps businesses unleash content marketing as their growth engine and provides an extra pair of hands to help execute it, producing the strategic playbook and setting the standard for high-quality, audience-focused content that fuels the marketing funnel at all phases.

Previously, she led global content strategy at Global Payments, a Fortune 500 technology company. She launched the company’s first digital publication and associated newsletter, as well as its marquee annual content campaign. Over 15 years, Kristen has built a career in content marketing, planning, producing, and sharing stories via earned, owned, and paid channels. Last year, she was recognized as a finalist in the “Women in Content Marketing Awards.”

She’s the host of the podcast, Bold Moves: How Did You Know? The podcast will inspire you to take BOLD action to pursue your greatest dreams. In her podcast, you’ll hear bold move stories that propelled her guests from curiosity to action. And understand that doing that thing you’ve wanted to do isn’t more than making a decision and being courageous.

Kristen received her master’s degree in Integrated Communications from The University of South Carolina and her bachelor’s in Communications from North Carolina State University.

Website | Kristen’s LinkedIn

Questions and Topics in this Interview:

What is content marketing?
What is fractional marketing consulting and when should businesses think about hiring fractional consultants?
What should business leaders know about content marketing in 2023?
What is your new podcast, “Bold Moves: How Did You Know?” about and how do you hope to inspire your audience through the podcast?

Duston Harper and Corey Jacobs, GLUED Global Consulting

May 15, 2023 by John Ray

North Fulton Business Radio

Duston Harper and Corey Jacobs, GLUED Global Consulting

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North Fulton Business Radio, Episode 661)

Duston Harper and Corey Jacobs, Co-Founders of GLUED Global Consulting, joined host John Ray in the studio on this episode of North Fulton Business Radio. They discussed the top challenges executives and sales leaders are facing, employee health, transforming individuals from the inside out, and much more.

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

A mindfulness-based approach focusing on the secret ingredient to business success, the human element. GLUED promotes behavior change through better daily health and the art of compounding habits.

Wellness programs are typically a “self-led approach”. They focus on your employees taking a “life-coach approach” centering on personal development through Mindfulness, Mindset and Movement (The M3 Method).

The goal is to dial-in productivity and create a culture of health & happiness.

That’s why the M3 Method focuses on these problems

Reducing Stress & Burnout
Increase Retention
Improve Overall Employee Health

Progress Equals Happiness

When one feels they are progressing, they will show up in all aspects of their life better, especially at work.

When they are happy, you are happy.

Employees that attribute this to the company they work for are loyal.

Website | LinkedIn | YouTube

Duston Harper, Co-founder, GLUED Global Consulting

Duston Harper is a thriving sales leader who attributes his success to his lifestyle of productivity. He is an empathetic leader and avid learner. He embodies that principle of a lifetime student believing in investing in oneself through coaches, mentors, masterminds, and experts within their relative field. After graduating from The University of Georgia, he quickly grew into a sales leader earning multiple accolades in the power tool, medical device, and healthcare staffing industries.

Duston’s passion for helping nursing and healthcare leadership to find a work-life balance has been his primary focus, however recently turned that focus towards all organizations in need of a positive influence, a healthy mindset, and help with their people. He has the ability to understand the stressors and frustrations of the employee workforce, dedicating himself to making lives easier, safer, and solving problems. He equates his success to a flexible discipline of productivity hacks and daily routines.

Outside of work, Duston enjoys being active, the outdoors, yoga, and loves his morning routine. His weekends are for watching the Georgia Bulldogs, family, travel, and his real estate investments.

Hear more from Duston on one of his most recent guest podcast appearances discussing Growth Mindset & Nurse Wellness.

Corey Jacobs, Co-founder, GLUED Global Consulting

Corey Jacobs is a passionate, charismatic individual who attacks everything with intensity and curiosity due to his organic ability to relate with people. He is an avid learner who has immersed himself in personal development teaching the power of compounding habits through morning routines, yoga, breathwork, nutrition, mindset, and meditation. Through his decade of business development, consulting, and sales experience in the healthcare, medical device, and staffing industries, he has proven exceptionally proficient at understanding the challenges his clients face and coming up with creative mindfulness strategies. Corey is a leader who has built and managed a team of high performers. He is an avid fitness expert who early in his wellness career provided fitness programs for employees of CNN and Turner.

Corey graduated with a Business Degree from the University of West Georgia. He is also a certified yoga instructor and meditation teacher.

Corey is an evangelist for creating a healthy lifestyle through philosophical education, wellness & spiritual travel adventures, physical movement, breathwork, healthy cooking, and deep meaningful connections. His personal mantra is Life is to Grow, to Inspire, and to Play. This was the launching pad for the M3 Method of Mindfulness, Movement, & Mindset.

Questions and Topics in this Interview:

Top challenges executives and sales leaders are facing
Stress, burnout, retention, and employee health
Transforming individuals from the inside out
Overcoming setbacks in life
Helping the Georgia community
Habits, change, mindset, and integrity

Jacqui Chew, TEDxAtlanta

May 12, 2023 by John Ray

North Fulton Business Radio

Jacqui Chew, TEDxAtlanta

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North Fulton Business Radio, Episode 660)

Jacqui Chew, distinguished speaker, TED Talker, and President of TEDxAtlanta, joined host John Ray on this episode of North Fulton Business Radio. She discussed this year’s theme for TEDxAtlanta, “WE RISE,” a few of the dynamic speakers and topics which will be offered, why you should come to the live event versus watching on YouTube, how TEDxAtlanta operates as a community-driven project, and much more.

TEDxAtlanta 2023: WE RISE will be presented on May 19, 2023, at the Rialto Center for the Arts. For further information and tickets, go to the TEDxAtlanta website.

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

TEDxAtlanta is an initiative of Ideas into Action, a Georgia-registered nonprofit founded on the belief in the power of ideas to build stronger communities. It is one of 3000+ local TED affiliates across the globe and its license holder Jacqui Chew is widely recognized in the global TEDx community as a pioneer organizer.

Originally operating under the TEDxPeachtree name, the founding team produced one of the first 26 TEDx events in the world in 2009!

In 2018, TEDxPeachtree rebranded to TEDxAtlanta and continues to organize the largest, and longest-running TEDx event in Georgia and beyond.

Website | LinkedIn | Facebook | Instagram | Twitter

Jacqui Chew operates at the intersection of technology, innovation, and impact. She is a TED Talker and actively speaks on community-building, mental health, culture, and inclusion. Her work has been recognized by Spelman College and the Technology Association of Georgia. In 2019, Jacqui was named to the 25 Most Influential Asian Americans list by Georgia Asian Times.

Today, she leads iFusion Consulting, a strategy and storytelling firm for high-growth startups and innovation-forward enterprises. The firm’s work has led to more than $100M in venture funding raised, multiple successful launches, and exits. Jacqui has personally coached dozens of TEDx speakers with a special focus on executives from the STEM and life sciences industries. She is the licensee of TEDxAtlanta, the largest TED affiliate in Georgia. TEDxAtlanta talks have garnered 33 million views and counting.

LinkedIn | Twitter

Questions and Topics in this Interview:

What’s the theme for TEDxAtlanta this year?
How is attending a live event different from watching the talks on YouTube?
How does TEDxAtlanta stay a community-driven project?
What does the future look like for TEDxAtlanta and Ideas into Action?

Jeff Hawkins, Carr, Riggs & Ingram

May 8, 2023 by John Ray

North Fulton Business Radio

Jeff Hawkins, Carr, Riggs & Ingram

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North Fulton Business Radio, Episode 659)

Jeff Hawkins, Partner with Carr, Riggs & Ingram, joined host John Ray on this episode of North Fulton Business Radio to discuss the current state of the M&A environment. Jeff discussed how and why buyer diligence is getting tighter, the impact of higher interest rates on risk premiums, what sellers need to do in reaction, how a quality of earnings report can bring a buyer and seller closer to a realized transaction, and much more.

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

CRI was formed in 1997 as a merger between two prominent firms that recognized the changes that the accounting industry was undergoing and decided to classify these changes as opportunities instead of hurdles.

Two years after this strategic alliance was formed, CRI cracked into the Top 100 Accounting Firms in the United States, thus cementing its legacy as a major player in the accounting industry.

Today, after 25 years of consistent growth since our formation, they have expanded to support the expansive relationship between technology, data, and accounting by incorporating data scientists and IT professionals into their scope of work. This has allowed CRI to grow into a Top 25 CPA firm, nationally, with no plans of slowing anytime soon.

Website | LinkedIn | Facebook | Instagram | Twitter

**Jeff Hawkins, Partner, Carr, Riggs & Ingram**

Jeff Hawkins is a Partner at Carr, Riggs & Ingram. He provides attest services for middle to lower-middle market, privately held companies. He also leads the Transaction Advisory Services team (TAS) in CRI’s Atlanta office for quality of earnings, target working capital, and other due diligence projects. He works closely with dealerships and provides consumer and business services.

Jeff’s clients enjoy working with him because of his experience working with businesses in varying industries and his willingness to stay involved in every engagement.

Questions and Topics in this Interview:

Predictions from a previous show in 2022
Today’s market
Interest rates impacting deals
Deal diligence
Seller preparedness

Non-Profit Consultant Jeff Fischer

May 2, 2023 by John Ray

North Fulton Business Radio

Non-Profit Consultant Jeff Fischer

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North Fulton Business Radio, Episode 658)

After a forty-year career in global logistics, Jeff Fischer retired five years ago and moved into consulting in the non-profit space. He joined host John Ray to track the course of his career, discuss how he got into nonprofit consulting, the challenges he sees in nonprofits that he works with, strategies he’s used in supporting them, his thoughts on fundraising, boards, and much more.

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

Jeffrey Fischer, Non-Profit Consultant and Business Owner

**Jeffrey Fischer, Non-Profit Consultant and Owner, The Whole Business**

Jeffrey Fischer has over 35 years’ experience within the Global Supply industry; of which the final 25 were with UPS. During his UPS career, Jeff developed innovative and integrated logistics solutions for the world’s largest Fortune 100 companies. During his tenure he also was a member several domestic and international Merger and Acquisition teams, including the largest in 2001, of the Mailboxes Etc. (MBE) acquisition team that converted the 4,200+ shipping retail network into today’s UPS Stores. He also led management teams within UPS’s sales training, business development, operations, product development, and customer experience divisions.

In 2014, he was UPS’s Corporate United Way Campaign Co-Coordinator, overseeing all program activities, that successfully raised $63.7 Million. Prior to joining UPS, Jeff worked for Fuji Photo Film and Lever Brothers in New York City. Jeff has written and published dozens of articles within a variety of trade magazines and has been a guest columnist to the Cambridge Information Network and the Global Business Network.

He was an adjunct professor in New York and Georgia colleges teaching logistics, international management, thesis research and writing, and organizational management. He holds both a Bachelor of Science in Transportation and Distribution Management and a Bachelor of Science in Marketing from Syracuse University with a minor in Economics; and earned a Master of Business Administration in Management from Long Island University with a minor in Finance.

Since retiring from UPS in March 2018, Jeff started a consulting service, The Whole Business, which takes a holistic approach examining an organization’s order-to-cash cycle to determine the root causes that create unnecessary cost, impede growth, and inhibit a positive customer experience. He applies those same techniques to non-profits to improve their efficiency and those that seek fundraising assistance and/or guidance by leveraging his communication, writing, and teaching skills.

He is co-owner of Roswell’s Houck’s Grille since opening in 2015. Jeff is married 38 years to Nancy and has 2 adult children, Matthew, and Christine.

Questions and Topics in this Interview:

How did you get motivated or inspired to give back to the local community becoming involved with Non-Profits?
So, 40 years in corporate America, how has that helped you prepare for working with & supporting non-profits?
What specific acquired experiences and skills do you bring to non-profits?
Non-profits come in many shapes and sizes, how do you decide who to help and how?
What are some of the biggest challenges local non-profits, collectively, seem to face, particularly since the pandemic?
What challenges have you faced when initially engaging with or while engaging with a non-profit?
What’s next for your consulting career and more specifically within the non-profit arena?

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.

Dr. Mark McLaughlin, Radiation Oncologist, and Dr. Kenneth Brooks, Medical Physicist, Wellstar North Fulton Cancer Center

April 26, 2023 by John Ray

North Fulton Business Radio

Dr. Mark McLaughlin, Radiation Oncologist, and Dr. Kenneth Brooks, Medical Physicist, Wellstar North Fulton Cancer Center

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North Fulton Business Radio, Episode 657)

Dr. Mark McLaughlin and Dr. Kenneth Brooks, Wellstar North Fulton Cancer Center, joined host John Ray on this episode of North Fulton Business Radio. Drs. McLaughlin and Brooks discussed the innovative CyberKnife technology employed by the Cancer Center and their respective roles as a radiation oncologist and medical physicist. They also shared why CyberKnife technology is so groundbreaking, what types of cancers it is best suited for, how it improves the patient experience and outcomes, why people should choose Wellstar North Fulton for cancer care, and much more.

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

People face cancer with confidence at Wellstar because of their multidisciplinary care model, physicians’ expertise, and advanced treatments close to home. In fact, they have more than 300 healthcare providers that provide expert cancer care at nine cancer programs with convenient locations across Georgia.

Their multidisciplinary teams surround patients and their families with knowledgeable and compassionate support. Specialty programs for patients are led by physicians with advanced training. Here, patients see leading specialists who are experts in their fields.

Wellstar invests in state-of-the-art technology and participates in clinical trials to give patients access to a variety of advanced treatments including minimally-invasive surgery, high-precision radiation dosages by CyberKnife and TrueBeam delivery systems, intraoperative radiation therapy (IORT), Hyperthermic Intraperitoneal Chemoperfusion (HIPEC) as well as chemotherapy, immunotherapy, and targeted therapies based on the latest advances in biomarker testing. Patients who qualify for clinical trials have access to groundbreaking treatments, often years before they are FDA-approved.

Because of Wellstar’s integrated approach to cancer treatment, their programs are nationally recognized by The American College of Surgeons (ACS) Commission on Cancer and the Care Continuum Centers of Excellence (CCCOE), a program of the GO₂ Foundation for Lung Cancer, among others.

Radiation Oncology

At Wellstar, radiation oncologists design a personalized plan for each patient. Radiation therapy delivers targeted energy from X-rays or radioactive sources to destroy cancer cells in a localized area.

Cancer is caused by cells with mutations in the DNA that cause them to grow uncontrollably. Wellstar radiation oncologists use advanced radiation techniques and technology to turn cancer’s strength into its greatest weakness. Radiation attacks cancer by altering the DNA within cancer cells and preventing them from reproducing and growing. Radiation therapy is completely painless—what patients experience during the radiation treatment is similar to undergoing imaging X-rays.

Radiation is effective for treating patients with many different types of cancer, including lung, breast, and prostate cancer. Wellstar radiation oncologists design the best radiation therapy for each person based on the cancer type, the stage, and various factors. The patient may benefit from radiation alone or combined with other cancer treatments such as surgery, targeted therapy, immunotherapy, or chemotherapy.

Website | LinkedIn | Facebook | Instagram

Dr. Mark McLaughlin, Radiation Oncologist, Wellstar Radiation Oncology

Dr. McLaughlin received his bachelor’s degree in computer science from Duke University and his medical degree from the Medical College of Georgia in Augusta. He completed his surgical internship at Shands Teaching Hospital, College of Medicine at the University of Florida, where he also completed his residency in radiation oncology. Dr. McLaughlin also holds a master’s degree in healthcare administration from Central Michigan University.

Dr. McLaughlin is board-certified in radiation oncology. In his spare time, he enjoys sports, travel, gardening, boating, martial arts, and reading.

Dr. Kenneth Brooks, Medical Physicist, Wellstar Health System

Dr. Kenneth Brooks is a Medical Physicist with Wellstar Health Systems.

His specialties are radiation oncology, diagnostic imaging, and nuclear medicine.

Questions and Topics in this Interview:

What’s so great about Wellstar North Fulton Opening the Cyberknife Center?
What is CyberKnife technology?
What types of Cancer does CyberKnife treat?
How does CyberKnife improve the patient experience and outcomes?
Why should people choose Wellstar North Fulton for cancer care?

Richard Morgan, Morgan and DiSalvo, PC

April 26, 2023 by John Ray

North Fulton Business Radio

Richard Morgan, Morgan and DiSalvo, PC

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North Fulton Business Radio, Episode 656)

On this episode of North Fulton Business Radio, Richard Morgan, Partner with Morgan & DiSalvo, joined host John Ray to discuss his estate planning practice. Richard talked about the unique estate planning issues blended families confront, what questions spouses of blended families and couples without children need to discuss to begin the planning process, how assets are passed upon the death of the first spouse, and much more.

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

Morgan & DisSalvo, PC is a boutique law firm (four attorneys, one counsel attorney, and two paralegals) that focuses on providing top-quality, personalized service to people who need help in the areas of estate planning (including Wills, trusts, powers of attorney, and advanced directives for health care), estate and gift tax planning, estate administration and probate, trust administration, estate and trust dispute resolution, elder and disability-related issues, and business succession planning.

Morgan & DiSalvo also assist with tax controversies, income, employment, estate, gift, and generation-skipping transfer taxes. They are located in Alpharetta, which is convenient for nearly all parts of metro Atlanta.

Website | Facebook | LinkedIn

**Richard Morgan, Partner, Morgan & DiSalvo**

Richard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo is recognized as a U.S. News & World Report and Best Lawyers.com “Best Law Firm” since 2013. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 23 law firms in Georgia.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. Richard specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, charitable gift planning, and tax controversies.

Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council, and the Georgia Planned Giving Council. Richard serves on the Executive, Legislative, and Georgia Trust Code Revision committees of the Fiduciary law section of the Georgia Bar Association. Richard also serves on a 2 member sub-committee of the Fiduciary Law Section to propose a Technical Corrections Bill to improve the 2017 Georgia Uniform Power of Attorney Act.

In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 59 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift-planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta, and YMCA of Metropolitan Atlanta.

Richard received his B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning, and other tax-related topics.

Richard loves life and all that it has to offer, but his greatest accomplishments have all been related to his wonderful and loving family, including his incredible wife and three children, and of course, now two Goldendoodles.

What questions do the spouses of blended families and couples without children, need to discuss to begin planning their estate?
To whom and how are assets passed upon the death of the first spouse?
How are remaining assets passed after the surviving spouse’s death?
How do you determine the primary planning document needed – will or revocable living trust?
What are the viable options to benefit both the surviving spouse and other desired beneficiaries?

The Lionheart School, Lionheart WORKS, and Lionheart Radio USA

April 25, 2023 by John Ray

North Fulton Business Radio

The Lionheart School, Lionheart WORKS, and Lionheart Radio USA

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The Lionheart School, Lionheart WORKS, and Lionheart Radio USA (North Fulton Business Radio, Episode 655)

North Fulton Business Radio host John Ray was live in the studio by a variety of community members from The Lionheart School and Lionheart WORKS, including Davis, Marco, Ryan, Garrison, Griffin, and Mason. Teacher Abigail Patel spoke about the school and especially about the Heart Reach Class she leads, which teaches on-the-job skills. Katie Menosky explained how the Lionheart WORKS program provides vocational training for students after graduation. As one component of the Lionheart WORKS program, Lionheart Radio USA is a 24/7 internet radio station staffed by Lionheart’s students and young adults who are interested in radio as a vocation. Radio mentors Jimmy Moore and Michael Hessing talked about how Lionheart Radio USA was started and has grown.

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

The Lionheart School

The Lionheart School is a non-profit 501(c)(3) organization founded in the year 2000 by a group of parents and professionals who created a supportive and nurturing environment for children with challenges in relating and communicating.

Lionheart started in a small cottage on the grounds of the Alpharetta Presbyterian Church and worked diligently to create a model program that focused on each child’s individual differences.

**Abigail Patel, Lionheart School Heart Reach Class**

In 2010, with the support of families, friends, foundations, and the community, Lionheart moved into a new building that was designed specifically for the population it serves. The Lionheart School emphasizes relationships, emotional intelligence, abstract critical thinking, problem-solving, and social cognition. The academic program integrates the principles of evidence-based practices for students with learning differences while always considering their individual profiles. Each student has an individual learning plan that considers interests, strengths, and preferences, as well as strategies to address targeted challenge areas.

Website | Twitter | Facebook | Instagram | YouTube

Lionheart Works

Lionheart WORKS is a vocational training program for young adults ages 18 and up with autism and other neurodevelopmental differences who desire an individualized, person-centered program that prepares and supports them in the workforce.

The goal of Lionheart WORKS is to secure meaningful and sustainable employment by matching participants with their ideal work site while maximizing independence and natural support on the job. Participants entering the WORKS program begin with a discovery process to identify affinities, abilities, and work readiness. Individualized vocational instruction, social thinking, and self-advocacy skill building, as related to the work environment, occur in the training center and at work sites. The program assigns trained job coaches who are specifically paired with individual participants based on their interests and needs.

Their worksites are businesses, organizations, schools, and churches in the north metro Atlanta area that want to train and employ our participants. Each worksite makes a commitment to the growth and vocational success of the participants they employ with the goal of sustainable employment. Participants’ families, Lionheart WORKS staff, vocational counselors, and worksite supervisors form a team to encourage participants to attain their highest level of independence and happiness.

Lionheart Works staff comes from a variety of backgrounds including social work, speech and language pathology, psychology, education, recreation, and political science. They are ACRE (Association of Community Rehabilitation Educators) trained and members of TASH and APSE on the national level. Our staff participates in continuing education opportunities yearly.

Interested businesses can contact the school through the website and Instagram. Heather Wagner is the Director of Lionheart Works.

Website | Instagram

Lionheart Radio USA

Offering a variety of music and sports, Lionheart Radio is on 24/7 and is staffed by students at Lionheart Works and is led by Jimmy Moore. Mr. Moore is a retired YMCA director who is now the volunteer and radio mentor for Lionheart Radio. Michael Hessing also serves as a mentor at Lionheart Radio USA. Mr. Hessing is a campus coordinator and instructor at the Connecticut School of Broadcasting.

Lionheart Radio USA

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 bankers’ 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.

Ali Banks, Chopt Creative Salad Company

North Fulton Business Radio, Episode 663)

Questions and Topics in this Interview:

Kristen Rocco, Kristen Rocco Consulting

North Fulton Business Radio, Episode 662)

Kristen Rocco, Founder, Kristen Rocco Consulting

Questions and Topics in this Interview:

Duston Harper and Corey Jacobs, GLUED Global Consulting

North Fulton Business Radio, Episode 661)

Duston Harper, Co-founder, GLUED Global Consulting

Corey Jacobs, Co-founder, GLUED Global Consulting

Questions and Topics in this Interview:

Jacqui Chew, TEDxAtlanta

North Fulton Business Radio, Episode 660)

Questions and Topics in this Interview:

Jeff Hawkins, Carr, Riggs & Ingram

North Fulton Business Radio, Episode 659)

Questions and Topics in this Interview:

Non-Profit Consultant Jeff Fischer

North Fulton Business Radio, Episode 658)

Jeffrey Fischer, Non-Profit Consultant and Business Owner

Questions and Topics in this Interview:

Dr. Mark McLaughlin, Radiation Oncologist, and Dr. Kenneth Brooks, Medical Physicist, Wellstar North Fulton Cancer Center

North Fulton Business Radio, Episode 657)

Dr. Mark McLaughlin, Radiation Oncologist, Wellstar Radiation Oncology

Dr. Kenneth Brooks, Medical Physicist, Wellstar Health System

Questions and Topics in this Interview:

Richard Morgan, Morgan and DiSalvo, PC

North Fulton Business Radio, Episode 656)

The Lionheart School, Lionheart WORKS, and Lionheart Radio USA

The Lionheart School, Lionheart WORKS, and Lionheart Radio USA (North Fulton Business Radio, Episode 655)

The Lionheart School

Lionheart Works

Lionheart Radio USA

Our Mission

Sponsor a Show

Partner With Us

Connect with us

Ali Banks, Chopt Creative Salad Company (North Fulton Business Radio, Episode 663)

Chopt Creative Salad Company

Ali Banks, VP of Culinary, Chopt Creative Salad Company

Questions and Topics in this Interview:

Kristen Rocco, Kristen Rocco Consulting (North Fulton Business Radio, Episode 662)

Kristen Rocco, Founder, Kristen Rocco Consulting

Questions and Topics in this Interview:

Duston Harper and Corey Jacobs, GLUED Global Consulting (North Fulton Business Radio, Episode 661)

GLUED Global Consulting

Duston Harper, Co-founder, GLUED Global Consulting

Corey Jacobs, Co-founder, GLUED Global Consulting

Questions and Topics in this Interview:

Jacqui Chew, TEDxAtlanta (North Fulton Business Radio, Episode 660)

TEDxAtlanta

Jacqui Chew, President, TEDxAtlanta

Questions and Topics in this Interview:

Jeff Hawkins, Carr, Riggs & Ingram (North Fulton Business Radio, Episode 659)

Carr, Riggs & Ingram

Jeff Hawkins, Partner, Carr, Riggs & Ingram

Questions and Topics in this Interview:

Non-Profit Consultant Jeff Fischer (North Fulton Business Radio, Episode 658)

Jeffrey Fischer, Non-Profit Consultant and Business Owner

Questions and Topics in this Interview:

Dr. Mark McLaughlin, Radiation Oncologist, and Dr. Kenneth Brooks, Medical Physicist, Wellstar North Fulton Cancer Center (North Fulton Business Radio, Episode 657)

Wellstar Cancer Care

Dr. Mark McLaughlin, Radiation Oncologist, Wellstar Radiation Oncology

Dr. Kenneth Brooks, Medical Physicist, Wellstar Health System

Questions and Topics in this Interview:

Richard Morgan, Morgan & DiSalvo, PC (North Fulton Business Radio, Episode 656)

Morgan & DiSalvo, PC

Richard Morgan, Partner, Morgan & DiSalvo

Questions and Topics

The Lionheart School, Lionheart WORKS, and Lionheart Radio USA (North Fulton Business Radio, Episode 655)

The Lionheart School

Lionheart Works

Lionheart Radio USA

Our Mission

Sponsor a Show

Partner With Us

Connect with us

North Fulton Business Radio, Episode 663)

North Fulton Business Radio, Episode 662)

North Fulton Business Radio, Episode 661)

North Fulton Business Radio, Episode 660)

North Fulton Business Radio, Episode 659)

North Fulton Business Radio, Episode 658)

North Fulton Business Radio, Episode 657)

North Fulton Business Radio, Episode 656)