wealth management Archives - Page 4 of 9

Special Needs Schools of Gwinnett (Part 2 of 2)

September 21, 2021 by Mike

Gwinnett Studio

Special Needs Schools of Gwinnett (Part 2 of 2)

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Jamie Hamilton, Sandy LeRoux, 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.

Sandy LeRoux/Centurion Advisory Group

Sandy LeRoux, has been with Centurion Advisory Group since early 2015. She serves as co-advisor and team lead and has primary responsibility for a number of client relationships. Sandy is a skilled and dedicated Financial Planner with more than 20 years’ experience in the executive level of business and finance. For 15 years, she served as Controller and Human Resources Administrator for LeRoux Entertainment, a multimillion-dollar company with over 250 employees in six states.

Following her desire to serve the broader community, Sandy served as the Executive Assistant to the lead pastor of The Bridge Church. During her time there, she especially enjoyed developing strategic pathways and action plans based on the priorities, vision, and initiatives of the pastor and congregation. Sandy also worked at the executive level of First Covenant Bank in Roswell, GA. Her talents in the financial and faith-based organizations are what led her to Centurion Advisory Group.

Sandy received her Bachelor’s Degree in Finance with a Minor in Accounting from UGA and her MBA in Corporate Finance from Georgia State University. Currently, Sandy is working towards her Certified Financial Planner (CFP) designation.

Jamie Hamilton/Special Needs Schools of Gwinnett

Students at Special Needs Schools of Gwinnett are children first with all of the needs, desires, and feelings of children without disabilities. They are more like other children than different. Their disabilities are inconveniences that keep them from enjoying full lives, and therefore must be overcome or compensated for so that the children can grow and move out into the world.

SNS exists for its students; the students do not exist for the school. Children do not have to “qualify” for SNS, they simply must need it. Students don’t have to fit into the classes; the class and program is made to meet the individual student’s needs.

Stewarding Family Wealth is presented by

Sharon Foley, The Interiors Studio, and Andrew Henry, Childs Company

September 20, 2021 by John Ray

North Fulton Studio

Sharon Foley, The Interiors Studio, and Andrew Henry, Childs Company

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Sharon Foley, The Interiors Studio, and Andrew Henry, Childs Company (ProfitSense with Bill McDermott, Episode 25)

Sharon Foley, Director of Interior Design for The Interiors Studio, and Andrew Henry, Partner at Childs Company, were host Bill McDermott’s guests on this edition of ProfitSense. They discussed finding the right professional for the support business owners need to handle their multiple needs, from integrated interior design to architecture to financial services and exit planning. Bill also offered a commentary on delegation, and how business owners succeed when they focus on what they do best and leave other aspects of the business to those appropriately skilled in those areas. ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

The Interiors Studio

In 2017, the interior design department at Foley Design Associates Architects, Inc. became The Interiors Studio LLC to allow for more targeted marketing of interior design services. Currently, The Interiors Studio provides both design and procurement services to architects, clients and end-users. A major market segment for The Interiors Studio is senior living design – from affordable senior apartments to continuing care retirement communities, and including skilled nursing, assisted living, memory support and senior independent living projects. They have 6-8 senior living projects in design and production at this time.

Currently, they are also working on a film studio vendor building, a sushi restaurant, a tenant improvement project, a golf clubhouse renovation in Florida, and a hotel renovation in the Caribbean. Creating and maintaining long-term client relationships is the most effective marketing strategy for The Interiors Studio. Principals stay involved in all project phases from concept design to move-in. Procurement of furnishings is managed in-house to maintain control of the entire process. Professional licensure and continuing education are encouraged and supported. Interior designers at The Interiors Studio enjoy working with architects and land planners in a collaborative design environment. The result is a more cohesive and seamless design and ensures that the interior design reflects the architect’s vision for the project.

Company website

Sharon Foley, Director of Interior Design, The Interiors Studio

Sharon Foley is the Director of Interior Design for The Interiors Studio LLC, a commercial interior design firm located in Atlanta, Georgia. A graduate of Auburn University, she started her career in interior design in 1983 as an intern designer at an Atlanta architecture firm. In 1984, she joined architect and husband Bill Foley in a new company, Christian Foley Architects, and later worked with Bill and two architectural partners to launch Foley Design Associates Architects, Inc. in 1991.

Sharon led the interiors department at Foley Design until 2017 when The Interiors Studio was formed. She and partner Yvonne Portwood lead a team of 4 designers from their office in the West Midtown area of Atlanta. Sharon is NCIDQ Qualified and is a Registered Interior Designer in the State of Georgia.

Childs Company

Childs Company is a boutique private wealth management practice. We leverage our 35+ years of business experience and financial expertise to provide comprehensive financial planning and investment strategies to business owners, executives, retirees, and young professionals.

Our clients share our values, appreciate our approach and rely on us to help them make the best financial decisions throughout their lives.

Company website | LinkedIn | Facebook

Andrew Henry, CPA, CFP®, Partner, Childs Company

**Andrew Henry, Partner, Childs Company**

Andrew joined Childs Company in 2014 after beginning his career at Ernst & Young, LLP, which is one of the four largest international professional services firms commonly known as the “Big Four.” Ultimately serving as a Senior Accountant in the Assurance practice, his experience includes working with the initial public offering (IPO) for a Fortune Global 100 Company, encompassing debt and equity offerings. Additionally, he gained experience performing analytical procedures and extensive financial analysis for client financial statements. Andrew is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional.

He focuses on the firm’s strategic growth through business development and client satisfaction. Andrew is also responsible for leading the financial planning and business retirement plan advisory practice at Childs Company. Andrew is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.

Andrew graduated from the University of Georgia with a Masters’s in Accountancy. Andrew actively volunteers and sits on the Board for Camp Horizon, a non-profit organization that serves foster care children in metro Atlanta. He lives in Atlanta with his wife and young son and enjoys golf, running, and spending time outside with his family.

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 and 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 Twitter and follow McDermott Financial Solutions on LinkedIn.

Special Needs Schools of Gwinnett (Part 1 of 2)

September 14, 2021 by Mike

Gwinnett Studio

Special Needs Schools of Gwinnett (Part 1 of 2)

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Randy Brunson/Centurion Advisory Group

Sandy LeRoux/Centurion Advisory Group

Jamie Hamilton/Special Needs Schools of Gwinnett

Stewarding Family Wealth is presented by

PHELAN & MYERS 2 FOR 20: Meet Scott and Kevin

September 8, 2021 by Mike

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: Meet Scott and Kevin

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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

Kevin T. Myers, CFP®
Vice President/Wealth Management, Financial Advisor

Kevin’s philosophy is simple; he worries about your finances so you don’t have to. As a Certified Financial PlannerTM (CFP®) Professional, Kevin helps clients develop and implement a comprehensive financial plan that is tailored to your needs. Kevin specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Kevin has over 10 years of experience in the financial services industry and previously served as a consultant. He attended the University of Georgia where he earned his Bachelor of Science in Personal Financial Planning.

Phone: 678.448.4842
kmyers@janney.com

The Story of IntegriCom

August 23, 2021 by Mike

Gwinnett Studio

The Story of IntegriCom

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Randy Brunson/Centurion Advisory Group

Sandy LeRoux/Centurion Advisory Group

Anja Thain/IntegriCom

IntegriCom delivers reliable IT services for small business. Following a process that has been proven over decades, their clients gain peace of mind as they fully manage their IT – from cybersecurity and cloud services, to networks, computers, and telephone systems.

IntegriCom is a family-run business that brings three unique qualities to the table. First, they guarantee a quick and consistent response. Second, they are deep security experts and relentless at improving their abilities. Third, they build and value friendly and loyal relationships as they strive to serve clients in a selfless, joyful, and professional way.

Stewarding Family Wealth is presented by

A Millennial’s Perspective on Money

August 16, 2021 by Mike

Gwinnett Studio

A Millennial's Perspective on Money

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Randy Brunson/Centurion Advisory Group

Sandy LeRoux/Centurion Advisory Group

Anja Thain/IntegriCom

Stewarding Family Wealth is presented by

Being Generous With Your Time, Talent and Treasures

July 21, 2021 by Mike

Gwinnett Studio

Being Generous With Your Time, Talent and Treasures

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Host Randy Brunson is joined by longtime friend Charlie Reavis to discuss the 5th principle of handling cash flow and money, which is to be generous with your time, talent and treasures.

Randy Brunson/Centurion Advisory Group