Sullivan & Schlieman Wealth Management LLC Archives

Ken Madren, Permatherm, Andrew Sullivan, Jim Pursely

North Fulton Studio

Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems

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Andrew Sullivan, Sullivan and Schlieman Wealth Management, Ken Madren, PermaTherm Inc., and Jim Pursley, Factory Automation Systems (ProfitSense with Bill McDermott, Episode 53)

On this episode of ProfitSense, host Bill McDermott welcomed three accomplished company leaders to delve into various aspects of successful businesses, financial management, and future planning. Andrew Sullivan, Sullivan and Schlieman Wealth Management, discussed year-end financial planning and common issues that prevent people from achieving financial success in retirement. Ken Madren of PermaTherm shared the impact of communication on business growth and emphasized the importance of maintaining a “hand on the rudder” for navigating through challenges and distractions. Jim Pursley, Factory Automation Systems, discussed the state of the manufacturing business in the current economic climate, the importance of safety in automation, and shared insights he’s gathered as a CEO.

Bill wrapped up the show by offering three quick tips on perfecting your 2024 projections.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Andrew Sullivan, Sullivan and Schlieman Wealth Management

Andrew Sullivan is the managing partner and wealth advisor of Sullivan & Schlieman Wealth Management, LLC. In this role, he offers access to a full range of comprehensive financial services, including estate, financial, and income planning, as well as strategic and tactical portfolio construction and management.

Sullivan and Schlieman Wealth Management, LLC is a comprehensive wealth planning firm established to serve affluent individuals and their families in an effort to plan for and pursue their financial goals. With a combined total of over 150 years of industry experience, we have the knowledge to develop a plan that is specific to your needs. As a result of earning their clients’ esteem, the team at SSWM has established client relationships that are multi-generational, lasting over 20 years.

Andrew graduated from the University of Georgia with a bachelor’s degree in finance and received a master’s degree in international business from Georgia State University. He is a CERTIFIED FINANCIAL PLANNER™ designee, earned through studies conducted at Oglethorpe University.

Andrew and his wife, Donna, reside in Alpharetta, Georgia, with their two children. He spends his free time with his family. Andrew is an avid hunter, traveling across the U.S. and various other countries for the sport.

Company Website | Company LinkedIn | Company Facebook | Company Instagram | Andrew Sullivan LinkedIn

Ken Madren, PermaTherm Inc.

Ken Madren is the CEO of PermaTherm Inc.

PermaTherm is a manufacturer of insulated metal panels, primarily for cold storage and processing facilities. Largely serving the food and indoor growing industries, PermaTherm panels are the ideal insulation material for commercial cold storage warehouses, processing rooms, vertical farms, or hydroponic farms. With over 33 years in business, PermaTherm prides itself on extensive knowledge and experience within the industry. PermaTherm’s team of insulated panel consultants provides expert project consultations free of charge, as well as offering onsite visits to project locations when needed.

Jim Pursley, President, Factory Automation Systems

**Jim Pursley, Factory Automation Systems**

Jim Pursley is the President of Factory Automation Systems.

Factory Automation Systems is an automation systems integrator that was founded in 1992. Based in Atlanta, GA, the company has implemented thousands of solutions for manufacturers from a variety of industries across the U.S. and abroad.

Discrete control, coordinated motion, process automation, production monitoring, robotic machine tending, material handling, traceability, robotic assembly, and machine safety are some of the diverse systems they develop for a wide mix of customers. The company welcomes the opportunity to put their experienced team to work on your next automation project.

Company Website | Company LinkedIn | Company Facebook | Company YouTube | Jim Pursley LinkedIn

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center, Gwinnett Habitat for Humanity, and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University, and he and his wife, Martha, have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Instagram, and follow McDermott Financial Solutions on LinkedIn.

High Velocity Radio

Michael Smith, Andrew Sullivan And Josh Schlieman: Serving Clients Through Trusted Referral Partners

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Today, Michael Smith with Law Firm Andrew, Merrit, Reilly & Smith, L.L.P. and return guests Andrew Sullivan and Josh Schlieman with Sullivan & Schlieman Wealth Management LLC discussedÂ Serving Clients Through Trusted Referral Partners.

Michael T. Smith is a partner with the law firm of Andrew, Merritt, Reilly & Smith inÂ Lawrenceville. His practice concentrates on two primary areas of law: (1) probate/estateÂ and conservatorship/guardianship work; and (2) business and corporate work.

Smith is serving his 18thÂ year as the county administrator/county conservator forÂ Gwinnett County.Â He recently led the firmâ€™s efforts to launch www.probateGeorgia.com, a comprehensiveÂ website that addresses matters relating to estates, trusts, guardianships andÂ conservatorships, including estate planning, probating and administering wills,Â administrations of estates without wills, will challenges, guardianships of persons,Â conservatorships, fiduciary services and litigation, for individuals and their familyÂ members, as well as business/corporate work.

Sullivan & Schlieman Wealth Management LLC is the No. 1 LPL Financial firm in Georgia and among the top 1Â percent in the nation.*

The firmâ€™s co-founders, Andrew Sullivan and Josh Schlieman, and their team have aÂ combined 50 years of experience in the financial industry. Services include wealth management, estate and taxÂ planning and risk management.

Prior to forming Sullivan & Schlieman Wealth Management, LLC in 2008, Andrew was a financial advisor and seniorÂ vice president at SunTrust Investment Services for nearly 20 years. While at SunTrust, he was consistentlyÂ recognized as a top bank representative in the United States by Bank Investment Marketing Magazine.

He hasÂ been in the financial services industry since 1989.Josh has been involved in financial planning and investment services his entire career. Before forming Sullivan &Â Schlieman, he was assistant vice president at SunTrust Investment Services, where he worked in partnership withÂ Andrew, from 2003-2008.

Both co-founders pride themselves on constructing well-designed and efficient portfolios to address clientsâ€™ needsÂ and reallocating those portfolios, as appropriate, due to significant changes in the market and/or changes to aÂ clientâ€™s personal situation.

* based on year-to-date revenue as of 12/30/11

The opinions voiced in this show are for general information only and areÂ not intended to provide specific advice or recommendations for any individual. ToÂ determine which investments may be appropriate for you, consult with yourÂ attorney, accountant, and financial advisor or tax advisor prior to investing.Â Securities at Sullivan & Schlieman Wealth Management, LLC are offered through LPLÂ Financial, Member FINRA/SIPC.