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Market Recap and Outlook

January 13, 2022 by Mike

Stewarding-Family-Wealth
Gwinnett Studio
Market Recap and Outlook
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Randy Brunson

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: centurion advisory group, gwinnett wealth advisor, randy brunson, stewarding family wealth, stewarding family wealth podcast, stock market outlook, stock market recap, stocks, wealth management

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

Community Foundation for Northeast Georgia (Part 2 of 2)

December 6, 2021 by Mike

Gwinnett Studio
Gwinnett Studio
Community Foundation for Northeast Georgia (Part 2 of 2)
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Randy Redner, Britt Ramroop and Randy Brunson

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.

Randy Redner & Britt Ramroop/Community Foundation for Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our 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 their 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.

Stewarding Family Wealth is presented by

Tagged With: britt ramroop, centurion advisory group, cfneg, community foundation for ne georgia, community foundation for northeast Georgia, financial advice, randy brunson, randy redner, stewarding family wealth, stewarding family wealth podcast, wealth and savings advice, wealth management, wealth podcast

Community Foundation for Northeast Georgia (Part 1 of 2)

December 1, 2021 by Mike

Gwinnett Studio
Gwinnett Studio
Community Foundation for Northeast Georgia (Part 1 of 2)
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Randy Redner, Britt Ramroop and Randy Brunson

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.

Randy Redner & Britt Ramroop/Community Foundation for Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our 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 their 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.

Stewarding Family Wealth is presented by

Tagged With: britt ramroop, centurion advisory group, community foundation for ne georgia, community foundation for northeast Georgia, financial advice, randy brunson, randy redner, stewarding family wealth, stewarding family wealth podcast, wealth and savings advice, wealth management, wealth podcast

PHELAN & MYERS 2 FOR 20: Estate Planning

November 23, 2021 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Estate Planning
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Eric Wilborn and Scott Phelan

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

Eric Wilborn/Stewart Melvin & Frost

Eric joined the probate and estate planning section of Stewart Melvin & Frost in 2016. He previously practiced law with Hollberg & Weaver, LLP in Buckhead, a litigation law firm specializing in personal injury, federal court litigation, business and complex litigation, divorce defense, and estate planning. Previously, Eric practiced in Gwinnett County primarily in the areas of probate, guardianship and conservatorship issues.

Tagged With: 2 for 20, eric wilborn, estate planning, financial advisor, phelan & myers 2 for 20, phelan and myers, phelan and myers wealth management group, scott phelan, Stewart Melvin & Frost, wealth management

PHELAN & MYERS 2 FOR 20: Year-End Tax Planning

November 19, 2021 by Mike

Gwinnett Business Radio
Gwinnett Business Radio
PHELAN & MYERS 2 FOR 20: Year-End Tax Planning
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Cliff Bray and Scott Phelan

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

Cliff Bray/WMBO CPA Group

Cliff is a partner with the firm of WMBO CPA Group. With over 22 years of experience, he has been providing financial, accounting and tax services to individuals and numerous closely-held small and large businesses. He has experience with a wide range of businesses and professions, including manufacturing, contractors, wholesale and retail operations, attorneys and other professionals.

Tagged With: cliff bray, financial advisor, janney montgomery scott, kevin myers, phelan and myers wealth management group, scott phelan, tax planning, wealth management, WMBO CPA Group, year end tax planning

The Inspiring Journey of a Hospital CEO (Part 2 of 2)

October 20, 2021 by Mike

Stewarding-Family-Wealth
Gwinnett Studio
The Inspiring Journey of a Hospital CEO (Part 2 of 2)
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Angela Ammons and Randy Brunson

Hospital CEO Angela Ammons shares her fascinating story of how she turned a small rural hospital on the brink of closing its doors into an accomplished award-winning hospital.

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.

Angela Ammons/Clinch Memorial Hospital

Located in Southeast Georgia, Clinch Memorial Hospital is a 25-bed critical access hospital serving Homerville, Clinch County, and surrounding counties. Clinch Memorial was originally founded in 1957 as a 48-bed rural community hospital and moved to a new facility in Homerville in 2007.

Clinch Memorial Hospital combines the innovations of a modern health care system with personalized care in a hometown setting. Their doctors, nurses, medical technicians and support staff understand how important quality healthcare is to residents of South Georgia. They go the extra mile to make sure an experience at Clinch Memorial Hospital is a great one. Their patients enjoy convenient, quality care from the medical professionals they have come to know and trust over the years.

To learn more about the Georgia Tax Credits to help support Clinch Memorial Hospital, please contact Lily James at ljames@clinchmh.org or call (912) 520-0585.

Stewarding Family Wealth is presented by

Tagged With: angela ammons, centurion advisory group, clinch memorial hospital, financial advice, randy brunson, sandy leroux, stewarding family wealth, stewarding family wealth podcast, wealth and savings advice, wealth management, wealth podcast

The Inspiring Journey of a Hospital CEO (Part 1 of 2)

October 13, 2021 by Mike

Stewarding-Family-Wealth
Gwinnett Studio
The Inspiring Journey of a Hospital CEO (Part 1 of 2)
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Angel Ammons and Randy Brunson

Angela Ammons shares her inspiring story of leaving home at an early age without a high school diploma to becoming an accomplished CEO of an award-winning and nationally-recognized hospital in Southeast Georgia.

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.

Angela Ammons/Clinch Memorial Hospital

Located in Southeast Georgia, Clinch Memorial Hospital is a 25-bed critical access hospital serving Homerville, Clinch County, and surrounding counties. Clinch Memorial was originally founded in 1957 as a 48-bed rural community hospital and moved to a new facility in Homerville in 2007.

Clinch Memorial Hospital combines the innovations of a modern health care system with personalized care in a hometown setting. Their doctors, nurses, medical technicians and support staff understand how important quality healthcare is to residents of South Georgia. They go the extra mile to make sure an experience at Clinch Memorial Hospital is a great one. Their patients enjoy convenient, quality care from the medical professionals they have come to know and trust over the years.

To learn more about the Georgia Tax Credits to help support Clinch Memorial Hospital, please contact Lily James at ljames@clinchmh.org or call (912) 520-0585.

Stewarding Family Wealth is presented by

Tagged With: angela ammons, centurion advisory group, clinch memorial hospital, financial advice, randy brunson, sandy leroux, stewarding family wealth, stewarding family wealth podcast, wealth and savings advice, wealth management, wealth podcast

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