wealth management Archives - Page 7 of 10

Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

August 29, 2019 by Karen

Phoenix Business Radio

Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

00:00 /

Paradigm Shift Financial Co-Founders Thomas Blottenberger and Shauna Price

The founders of Paradigm Shift Financial (PSF) used to work at your traditional financial firm. You know the kind: product-oriented, quota-driven, and commission-based where those with the biggest sales were touted as the best “advisors”.

They did the best they could within that system to bring value and guidance to clients independent of the commission check, all the while being reminded they weren’t driving sales hard enough.

Finally, after feeling like they were hitting their heads against a wall, a light bulb went off.

Why work in, and fight against, an environment which seemed to put sales first and client dreams second? Why not start their own firm; bringing forth education and coaching to clients, free from the need to push products?

This “lightbulb” moment was their paradigm shift. A powerful definition of the term paradigm shift is, “an important change that happens when the usual way of thinking about or doing something is replaced by a new way”. And thus, in 2017 Paradigm Shift Financial, LLC. was born.

Since inception, the firm has been committed to and guided by its Core Values to ensure their clients achieve their dreams. Through powerful coaching, exceptional service, and engaging experiences, clients are led to discover a greater purpose for their wealth. PSF creates an environment in which all members are given the opportunity to share and participate, which engenders a community support structure that has a far-reaching impact.

Thomas Blottenberger spent 8 years with a big financial firm when he discovered his commitment to bring forth the most powerful strategies for his clients was not supported.

In 2017 he co-founded Paradigm Shift Financial with Shauna Price so clients could discover the truth about investment.

After 7 years in the traditional financial industry, Shauna realized that the model was flawed, and clients were at risk. She joined forces with Thomas to alter peoples experience of money and to empower them to realize their dreams.

Follow Paradigm Shift Financial on Facebook, Twitter and Instagram.

Sophisticated Uses of Credit

August 28, 2019 by Garrett Ervin

Gwinnett Studio

Sophisticated Uses of Credit

00:00 /

Robert Port, Allan Hamer, Itai Tsur, Adam Gaslowitz

Allan Hamer/Bank of America

Allan Hamer is a Senior Vice President and Private Client Manager at Bank of America Private Bank. He is responsible for identifying the needs, providing guidance, and coordinating with the appropriate resources within Bank of America Private Bank and its affiliates to support an overall wealth management strategy. Allan has over 30 years of financial services experience beginning his career with Comerica Bank in Detroit, MI. Prior to joining the Private Bank in 2007, Allan spent many years at Bank of America in different financial management positions. In addition, Allan received his Bachelor of Fine Arts with a major in Finance from Wayne State University and a Masters of Finance from Walsh College, both located in Detroit.

Itai Tsur/Bank of America

Itai Tsur is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Atlanta, GA. Itai works with high-net worth individuals and families to understand their stories, values, needs and financial goals. Leading a group of dedicated professionals specializing in different disciplines including banking, credit, investment management, and trusts and estates, Itai helps his clients take advantage of all the services that Bank of America Private Bank has to offer. Itai and his team work strictly as fiduciaries, where placing their clients’ needs at the forefront and acting in their best interests are the guiding principles of their work.

Itai joined Bank of America Private Bank in 2018. Prior to that he was Vice President of the Atlanta Jewish Foundation at Jewish Federation of Greater Atlanta (JFGA) where he managed community and shareholder relationships and steered the transformation of JFGA’s legacy Planned Giving and Endowment Department into Atlanta Jewish Foundation, ushering in significant growth.

Previosuly, Itai practiced law for several years. He is a graduate of the University of Texas at Austin (BA), Emory University School of Law (JD), and Georgia State Robinson School of Business (MBA), and he also earned the Chartered Advisor in Philanthropy® (CAP®) designation

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Allan Duncan with Dempsey Lord Smith and Randall Veugeler & Phil Farrell with StillFire Brewing

August 20, 2019 by Garrett Ervin

Gwinnett Business Radio

Allan Duncan with Dempsey Lord Smith and Randall Veugeler & Phil Farrell with StillFire Brewing

00:00 /

Allan Duncan, Randall Veugeler, Phil Farrell

Allan Duncan/Dempsey Lord Smith

Dempsey Lord Smith is an independent wealth management and retirement planning firm. As a Registered Investment Advisor, Dempsey Lord Smith is dedicated to offering you objective financial advice, access to a wide array of investment products, and the highest levels of personal service. Their goal is to form a long-term partnership with you, always acting in your best interest. With more than 100 years of combined experience in financial planning, their management team utilizes sophisticated portfolio modeling technologies to help you reach your financial goals.

Randall Veugeler & Phil Farrell/StillFire Brewing

The creators of the Suwanee American Craft Beer Fest and Suwanee Magazine are excited to bring StillFire Brewing to the City of Suwanee. Born from a love for community and a love of killer beer, StillFire’s 20-barrel brewery and taproom will find its home near Suwanee Town Center Park.

Amy Greiner with Kingsview Partners Wealth Management and Leta Brooks with Status Home Design

August 1, 2019 by Garrett Ervin

Gwinnett Business Radio

Amy Greiner with Kingsview Partners Wealth Management and Leta Brooks with Status Home Design

00:00 /

Mike Sammond, Amy Greiner, Leta Brooks, Steven Julian

Amy Greiner/Kingsview Partners Wealth Management

Kingsview Partners Wealth Management is a multi-faceted, fee-based investment advisory firm. They believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. At Kingsview, the only thing that matters is long term client satisfaction.

Leta Brooks/Status Home Design

Status Home Design is a 12.000 sq ft retail store located in the Kohls Plaza of Hamilton Mill at 2240 Hamilton Creek Pkwy, Dacula, Georgia. They have 70 different merchants inside the store selling furniture and home goods of various styles. Their Status Carpenters can rehab, refinish, or repaint almost anything. This fantastic team of carpenters also custom builds tables, bookcases, cabinets, and barn doors. Status Design Studio, Inc., their award winning full-service interior design firm is also located inside the store. Their designers, provide exemplary service for all your home and business needs. Status Home Design’s knowledge of the latest trends and access to an abundance of manufacturers for furniture and all home decor items, sets them apart from the rest. Last, but certainly not least, they have an in-house seamstress and upholstery workshop.

Spring Cleaning Your Financial House

May 22, 2019 by Garrett Ervin

Gwinnett Studio

Spring Cleaning Your Financial House

00:00 /

Robert Port, Bradley Hilton, Laura Akins, Craig Frankel

Bradley Hilton/Modera Wealth Management

Bradley S. Hilton is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working toward their financial and investment goals. Bradley has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.

Prior to joining Modera, Bradley was a member of the wealth planning team at Wells Fargo Private Bank. Before that, he was a Wealth Strategies Analyst with U.S. Trust, a Bank of America company. He began his financial planning career as a Financial Analyst with The Ayco Company, part of Goldman Sachs.

Bradley earned his MBA from Georgia State University with a Masters Concentration in Personal Financial Planning. He also holds a Bachelor of Science in Business Administration with a concentration in Information Technology from the University of North Carolina at Wilmington. Bradley is a CERTIFIED FINANCIAL PLANNER™ professional.

Laura Akins/Nadler Biernath

Laura Akins practices in the areas of elder law, probate, and estate planning with Nadler Biernath. Laura assists her clients in planning for family emergencies, finding solutions for complicated mixed family circumstances, and for the end of life. After a loved one has experienced a catastrophe or passed away, Laura helps clients navigate through the probate procedure and legalities.

As a native of Atlanta, Laura appreciates the opportunity to serve her hometown community. With patience and empathy, she guides her clients through the often overwhelming estate planning or probate processes. Laura finds it incredibly rewarding to connect with her clients and make difficult circumstances easier.

Laura received a B.A. in History from the University of Georgia and a J.D. from Cumberland School of Law, Samford University. She is an active member of the Georgia Association for Women Lawyers and the Atlanta Bar Association. Laura serves on board for the Elder Law Section of the Atlanta Bar and for the Threshold Community Program (a/k/a The Community School).

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Women and Wealth: Unique Opportunities and Obstacles Faced by Women

March 28, 2019 by Garrett Ervin

Business Is Good

Women and Wealth: Unique Opportunities and Obstacles Faced by Women

00:00 /

Robert Port, Stacy Hanley, Jessica Reece Fagan, Lisa Brown, Craig Frankel

Jessica Reece Fagan/Hedgepeth Heredia Law

Jessica Reece Fagan practices exclusively family law with Hedgepeth Heredia Law, helping her clients navigate the challenging issues related to divorce, custody, alimony and child support, modification, legitimation, and contempt actions. In addition to litigation and trial experience, Jessica assists clients to resolve matters amicably through private mediation and settlement out of court. Jessica is admitted to appear before the Supreme Court of Georgia, all Superior and State Courts of Georgia, and the U.S. District Court for the Northern District of Georgia.

Jessica is an active member of the State Bar of Georgia, the Young Lawyers Division of the State Bar (“YLD”), and the State Bar Family Law Section. Jessica is a graduate of the State Bar of Georgia YLD Leadership Academy and previously served on the YLD Executive Council. Jessica is also a member of Lawyers Club of Atlanta, and an active member of the Family Law Section of the Atlanta Bar Association and the DeKalb Bar Association.

A native of Augusta, GA, Jessica is a cum laude graduate of The University of Georgia. Jessica earned her law degree, with honors, from Georgia State University. Prior to joining HHR, Jessica practiced at the international law firm of Smith, Gambrell & Russell, LLP.

Stacy Hanley/Leftkoff, Duncan, Grimes, McSwain & Hass

Stacy W. Hanley is a partner at the law firm of Lefkoff, Duncan, Grimes, McSwain & Hass, P.C. Stacy practices primarily in the areas of tax and estate planning, probate, estate administration, real estate and closely held business matters.

A native of Atlanta, GA, Stacy graduated magna cum laude from Washington & Lee University in 1996 with a B.A. degree in Classics and Economics. At Washington & Lee, Stacy played on the first women’s basketball team and was elected to Phi Beta Kappa, Phi Eta Sigma and Omicron Delta Epsilon honor societies.

Stacy graduated magna cum laude from the University of Georgia School of Law in 1999. Stacy
was elected to of The Order of the Coif, served as Senior Notes Editor for the International
Journal of Comparative and International Law and was awarded The Real Property Law Section
Award.

Lisa Brown/Brightworth

Lisa has focused her entire career in wealth management for high-net-worth families. “The most rewarding part of my job is helping my clients retire well, with confidence and security about their future.” Her straight forward, results oriented approach appeals to the busy professional.

Lisa is a Partner and Wealth Advisor at Brightworth where she works with a select number of high net worth families in the areas of investment management, executive compensation, retirement transition and estate planning. She began her wealth management career in 1999 developing personal financial strategies for top level executives of Fortune 500 companies. Lisa joined Brightworth in 2005 as the Manager of Financial Planning and was promoted to Wealth Advisor in 2009. In 2015 she received national recognition in Financial Advisor Magazine as a “Top Young Advisor to Watch”.

Lisa is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Estate Planner, and has completed the Investment Management Consultants Association’s Investment Analyst Program at the University of California Berkeley Haas School of Business, earning the designation of Certified Investment Management AnalystSM. Lisa received her Masters in Business Administration with a personal financial planning concentration from Georgia State University. She graduated Summa Cum Laude from Le Moyne College in Syracuse, N.Y. with a bachelor’s degree in finance and economics.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Rob Kaercher, Smith & Howard Wealth Management, and Belinda Landers Jackson, Southwestern Consulting

February 12, 2019 by John Ray

North Fulton Business Radio

Rob Kaercher, Smith & Howard Wealth Management, and Belinda Landers Jackson, Southwestern Consulting

00:00 /

**John Ray, Belinda Landers Jackson, and Rob Kaercher**

Rob Kaercher, Smith & Howard Wealth Management

Rob Kaercher is a Wealth Manager with Smith & Howard Wealth Management. Smith & Howard Wealth Management (SHWM) is a boutique wealth advisory firm serving affluent families, business owners and professionals. As a registered investment advisor (RIA) with the Securities & Exchange Commission they are a fiduciary.

As your “Family CFO”, SHWM advises on key areas of your financial life bringing an organized, methodical approach to these responsibilities so you are free to pursue your true life interests.

With many clients business owners or professionals, SHWM often advises on implementing or improving retirement plans. They can evaluate your current plan to reaffirm or suggest improvements to better fit your goals.

SHWM is affiliated with a nationally recognized accounting firm providing an advantage in helping you plan and reach your goals. Services are offered on a fee-only basis.

Belinda Landers Jackson, Southwestern Consulting

Belinda Landers Jackson is a certified Top Producer Consultant Sales and Leadership Coach. She specializes in teaching ethical sales techniques and strategies that individuals and teams can use to immediately grow their sales. Belinda is a top sales producer herself, having sold and managed over $1M in marketing budgets per year for multiple small & medium sized businesses. She has extensive experience working with law firms, commercial & industrial products, home and home improvement businesses & medical offices to increase awareness and market their business. Belinda has worked for three start-ups in fast-paced, constantly changing environments with strong cold calling and sales experience, and also co-owned and operated a family business for one year after graduating from college.

Southwestern Consulting elevates the practice and perception of sales. They work to help clients increase their overall revenues and also to enhance and improve the reputation of salespeople and the selling profession. Their goal is to become the most trusted sales performance company worldwide, which is why they specialize in teaching ethical, customer-centric sales practices that they refer to as Servant Selling. Southwestern Consulting’s core offering and specialty is one-on-one sales coaching, leadership, or executive coaching where Certified Coaches engage with clients for a minimum of 12 months in regular phone conversations accompanied by other online learning and resources. The focus of this program is to deliver immediate results to their clients’ personal income. Additionally, they offer sales consulting services where they work with a Senior Executive Team to review and refresh any needed parts of your sales model to drive top-line revenue for your organization or business.

The Benefits of Using a Corporate Fiduciary

November 28, 2018 by Garrett Ervin

Gwinnett Studio

The Benefits of Using a Corporate Fiduciary

00:00 /

Robert Port, Karen Havey, Timothy Sheehan, Adam Gaslowitz

Timothy Sheehan/BNY Mellon

Tim Sheehan is a Vice President and Senior Wealth Director in the Atlanta office of BNY Mellon Wealth Management. He is responsible for advising affluent families and institutions with their portfolios, trusts, estates, foundations, endowments and retirement plans, making him a trusted advisor to wealthy families and institutions throughout the Southeast. Tim, in conjunction with BNY Mellon’s Portfolio Team and Wealth Strategist, works closely with his client’s tax and legal advisors on all matters ranging from tax and estate planning, concentrated stock positions, sale of privately held businesses, and family governance.

Tim is passionate about helping business owners and corporate executives navigate their wealth managements options and educate them as they move through the cycles of their career. His clients respect the fact that while he is helping them grow and protect their wealth, Tim is also focused on positioning business owners for eventual liquidity events and helping corporate executives understand their full range of benefits and diversification strategies. In post transaction and/or retirement, Tim develops strategies to protect and secure his clients’ wealth while simplifying their lives as they transition from “Owner” to “Investor”.

Prior to joining BNY Mellon, Tim served as Business Manager for Shell Energy Services where he grew the Georgia operation to $400m in revenue and 26% market share. Internationally, Tim has worked throughout Southeast Asia where he led the retail redevelopment for Caltex’s operations in Singapore, Bangkok and Hong Kong.

Karen Havey/BNY Mellon

Karen Havey is a Family Wealth Strategist for BNY Mellon Wealth Management. Karen joined the firm in 2016 bringing ten years of experience as a practicing tax attorney. In this role, she works to develop innovative strategies in wealth transfer analytics and ownership structures to maximize our clients’ wealth after taxes and across generations.

Karen has over ten years of experience providing comprehensive wealth planning advice to individuals and families. Most recently, she was a partner at a national tax law firm where she advised high net worth clients and families in regard to wealth and estate planning with emphasis on the estate, gift and income tax laws. She spent substantial time assisting fiduciaries with post mortem planning and tax filings. Her practice was also heavily focused on advising entrepreneurs in regard to asset protection and business succession planning through the use of trusts. In addition, Karen frequently advised clients on the implementation, structuring and repair of captive insurance companies.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

How Will The New Tax Law Impact Giving To Non-Profits?

October 25, 2018 by Garrett Ervin

Gwinnett Studio

How Will The New Tax Law Impact Giving To Non-Profits?

00:00 /

Craig Frankel, Evan Pearson, Christy Eckoff, Adam Gaslowitz

Christy Butler Eckoff/Community Foundation for Greater Atlanta

Christy Butler Eckoff is responsible for the Community Foundation for Greater Atlanta’s comprehensive planned and major giving programs, Nonprofit Advantage Fund private placement institutional investment vehicle, asset-based giving, legal issues pertaining to charitable tax planning, funds, and agreements, and business development. Previously, Christy served as senior director of gift planning at Georgia State University. She is past-president of the Georgia Planned Giving Council, past-president of the Association of Fundraising Professionals (AFP) Greater Atlanta chapter and a member of the Atlanta Estate Planning Council, North Carolina bar and the Junior League of Atlanta. Christy is a board member of AdNet (the Advancement Network for Community Foundations) and the National Association of Charitable Gift Planners. Christy graduated from Duke University, earned her J.D. at the University of North Carolina at Chapel Hill and LL.M. in Taxation at the University of Washington. Christy is a CFRE Certified Fundraising Executive and a CAP® Chartered Advisor in Philanthropy.

Evan M. Pearson/Hillside

Evan M. Pearson has been working with donors and raising money in Atlanta for over 20 years. He is currently the Director of Development at Hillside. His department is responsible for individual donor, foundation, and corporate engagement and solicitation, special events, volunteers, and community engagement. Evan earned his undergraduate degree from the University of Florida, a master’s degree from Georgia State University, and a MBA from Kennesaw State University. Evan is a member of the Advisors in Philanthropy as well as a CFRE Certified Fundraising Executive and a CAP® Chartered Advisor in Philanthropy.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.
Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute