wealth management Archives - Page 9 of 9

Brian Pierce of Catalyst Wealth Management, Jonathan Holmes of Mighty 8th Media and John Miles of Law Offices of John M. Miles

July 9, 2015 by Mike

Gwinnett Business Radio

Brian Pierce of Catalyst Wealth Management, Jonathan Holmes of Mighty 8th Media and John Miles of Law Offices of John M. Miles

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Mike Sammond, Brian Pierce, Jonathan Holmes, John M. Miles, Steven Julian

Brian Pierce/Catalyst Wealth Management

Catalyst Wealth Management is focused on serving clients in the areas of investment management, alternative tax planning, wealth distribution planning, and legacy planning. They enjoy working with accredited investors who love their families and have a true desire to be successful in all facets of life. By helping clients accumulate, sustain, and ultimately distribute their wealth effectively, it is their hope that they will have a giant impact in this world.

Jonathan Holmes/Mighty 8th Media

Mighty 8th Media is beginning its 10th year as a full-service marketing, communications and interactive agency with the credentials, creativity and a desire to help organizations build a strong brand and grow their company through effective communications strategies. They view each client uniquely and offer marketing solutions that emphasize both traditional and interactive marketing techniques that are targeted to their unique needs. Their team of professionals sets ambitious goals, plans strategies that defy limits, and creates results-oriented campaigns that leave lasting impressions.

The firm’s name was inspired by the 8th Air Force, the largest force of its kind during WWII. Like Mighty 8th, they were formed in our home state of Georgia, delivered great results, and even extended their wings into Europe.

Located north of Atlanta, Mighty 8th Media was founded in 2005 by partners Jonathan Holmes and Bradley Sherwood. At the core of Mighty 8th Media is their dedication to an old-fashioned approach to customer service. They believe in the days when business relationships were often friendships in which the vendor could guide the customer through the decision-making process by fully understanding their needs, desires and financial parameters. By infusing creativity and a diverse mix of media and technology, Mighty 8th is skilled at breathing new life into old concepts.

John Miles/Law Offices of John M. Miles

John Martin Miles is an attorney on private practice in Suwanee. He is a solo practitioner which means that when you retain him, he is who you get, not an associate whom you have never met. John has been practicing in Gwinnett County for 39 years and over that time his practice has morphed to reflect the economy and the demands of his clients. At the current time his practice is focused on what he calls “preventive law”.

IRC Wealth

June 2, 2015 by angishields

Midtown Business Radio

IRC Wealth

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IRC Wealth

This week I sat down with financial experts, David Ragland and Joe Schum, of IRC Wealth. David shared his story about how he has spent his career helping businesses and individuals navigate their financial decisions and planning. We talked about how he gained valuable experience as a consultant with Ernst & Young then as a CFO of a troubled company that helped him bring a high level of strategic advice to companies as an outsourced CFO.

He, along with his team, including Joe, continues to help people develop an effective, simple plan to achieve their financial goals. That may be getting a business on a track that will allow the owners to eventually sell it or transition it to heirs, depending on their particular plan. Or, it may be helping an individual get their family out of craft an effective budget, eliminate debt, develop cash reserves, and even know what they need to do to actually retire safely one day.

We talked about how Dave had experienced a period where he let his fitness decline, ultimately becoming ~75 pounds overweight. He decided to address that by training for an Ironman triathlon, when he had previously been doing little to no physical training. He set a goal to complete a full Ironman in 18 months. By setting a defined time goal, he was able to develop a training strategy that allowed him to evaluate his progress and keep himself on a schedule that continually moved him closer to his goal.

He realized that there are parallels between the way one must approach training for such an event and developing a plan and timeline for achieving financial freedom. He decided to write a book in which he could talk about those analogies to help readers understand they CAN achieve financial freedom, even though it initially seems impossible—much like it can seem impossible to go from not being physically active to completing a full-length Ironman triathlon.

I had the opportunity to read the book, “Wealth Made Simple (Yes, Really)”. It’s a quick read and the comparisons between a training regimen and the mindset needed to achieve an athletic goal and getting out of debt/becoming financially free are easy to understand. He provides several tools to give the reader the chance to develop an understanding of where they are now along with some measure of what to expect over time, given their goals.

After reading the book and meeting these two experts I can say I would easily recommend speaking to them to see how they can help you or your business develop an effective, simple to implement plan to achieve a strong financial position.

Special Guests:

David Ragland, CEO, IRC Wealth

Joe Schum

SoundRiver Advisors and Emerging Artist Network

February 3, 2015 by angishields

Midtown Business Radio

SoundRiver Advisors and Emerging Artist Network

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SoundRiver Advisors and Emerging Artist Network

This week we sat down with experts from SoundRiver Advisors and Emerging Artist Network. Bo Wilkins, one of the experts from SoundRiver Advisors who focuses on insurance strategies and solutions came back on and introduced us to Dave Sutton of Emerging Artist Network. Dave brought along his partner, well-known guitarist, Peter Stroud. SoundRiver Advisors is an Atlanta firm whose team is made up of investment finance, insurance, and tax experts. They work with privately-held companies to help them plan compensation packages for key executives as well as position themselves for generational transition.

Bo introduced me to Dave Sutton, who along with Peter Stroud and Dan Lipson, had started a technology company called Emerging Artist Network. With his extensive background as a marketing expert with TopRight Partners charged with helping companies expand their brands’ awareness, he saw an opportunity to fill a void in the entertainment industry. Dave has leveraged this experience with brand development and marketing with a passion for music to help develop a technology platform that utilizes a collection of data points about emerging bands as well as brands. The data enables Emerging Artist Network to use gamification and analytics to match brands seeking to grow to emerging artists whose data profile and band dynamic matches the picture for that particular brand. Peter Stroud has been a touring musician with a long list of artists such as Sheryl Crow, Sara McLaughlin, Don Henley, Peter Droge, and numerous others. He co-founded the boutique amplifier company, “65amps“, whose amps are used by a host of accomplished artists as well.

Dave and Peter talked about how challenging the music business is now for artists to make money on their music, outside of touring. In today’s digital age that has changed the way fans purchase music, royalties have declined significantly. That means emerging artists must look for sources of revenue to support their creative efforts and recording costs through such channels as strategic relationships with brands willing to sponsor their work. Peter talked about how securing sponsorship has often had a negative stigma in the music industry among artists, being viewed as “Selling out”. Emerging Artist Network seeks to get to know a band, their style/genre, and their listeners and using innovative algorithms, they’re able to match artists with brands who are looking to include musical acts in their brand awareness campaigns. As Peter and Dave described, they seek to let the bands they work with be who they are rather than seeking to change them to fit a sponsor. I look forward to having them back on the show to feature a delighted brand they were able to link up with a band.

Special Guests

Bo Wilkins, Partner, SoundRiver Advisors

Former Executive Managing Director, Wealth Management, Reliance Trust Company
Former Partner, Nease, Lagana, Eden, & Culley
BA, History & German, Hampden-Sydney College
CLU – Chartered Life Underwriter; ChFC – Chartered Financial Consultant; CAP – Chartered Advisor in Philanthropy

Dave Sutton, CEO/Co-Founder of Emerging Artist Network

MBA, Marketing, George Washington University
Published Author
President/CEO, TopRight Partners

Peter Stroud, Co-Founder/ Artist Relations of Emerging Artist Network

Guitarist, Musical Director for Sheryl Crow
Co-Founder/Partner, 65amps
Founder of the band, Big Hat

Paying for Long Term Care

July 11, 2014 by Mike

Gwinnett Studio

Paying for Long Term Care

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Ryan Florence, Victoria Collier, Eric Burkard

Senior Salute Radio brings timely information to leading edge Boomers and Seniors about issues involving care-giving and aging. Learn from both professionals and regular people going through the process with their families. Each week we will also Salute an incredible Senior.

Senior Salute Radio is presented by The Elder & Disability Law Firm of Victoria L. Collier.

Special Guests:

Ryan Florence/Kiker Wealth Management

Kiker Wealth Management is a comprehensive Financial Advisory Services Firm that believes the wisdom is in the planning, especially when it comes to preparing for long-term health care needs. Based in Jasper, GA, the Kiker team of advisers have been serving families throughout the Atlanta region for 14 years by helping ensure that these families have the proper tools to deal with their continuing care needs.

Eric Burkard/Burkard Insurance

Eric Burkard is a life insurance agent with Burkard Insurance who specializes in long-term care funding solutions and other risk management products to help protect his clients’ assets, income and families.

Celebrated Seniors

This week’s Celebrated Seniors are Harold Walton and Mary Phillips. Tune in to this episode of “Senior Salute Radio” to hear their stories.

New Book

Victoria Collier’s new book on long term care is Don’t Go Broke in a Nursing Home!

Andrew Sullivan And Josh Schlieman Talk About Wealth Management, Dale Sizemore Makes Film And TV Permitting Easy, Proforma’s Joe Noonan Describes Trends In Promotional Marketing, And Dan McDade Tells Us The Truth About Leads

December 12, 2011 by Stone Payton

High Velocity Radio

Andrew Sullivan And Josh Schlieman Talk About Wealth Management, Dale Sizemore Makes Film And TV Permitting Easy, Proforma's Joe Noonan Describes Trends In Promotional Marketing, And Dan McDade Tells Us The Truth About Leads

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Sullivan & Schlieman Wealth Management LLC is the No. 1 LPL Financial firm in Georgia and among the top 1 percent in the nation.* The firmâ€™s co-founders, Andrew Sullivan and Josh Schlieman, and their team have a combined 50 years of experience in the financial industry.Â Services include wealth management, estate and tax planning and risk management.

Prior to forming Sullivan & Schlieman Wealth Management, LLC in 2008, Andrew was a financial advisor and senior vice president at SunTrust Investment Services for nearly 20 years. While at SunTrust, he was consistently recognized as a top bank representative in the United States by Bank Investment Marketing Magazine. He has been in the financial services industry since 1989.

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

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

* Based on year-to-date revenue as of 6/30/11

Dale Sizemore has had a long career in high technology, selling and deploying â€œfirst to marketâ€ applications and projects. The common denominator has been â€œgetting information from multiple places and in the form they need into the hands of people so they can make timely, important business decisionsâ€.

Dale discovered his 30+ years in high technology sales, marketing and executive leadership was about to open the door for a new chapter in his life!

After his last employer was acquired, Dale took the entrepreneurial route and had his â€œAHAâ€ moment December 8, 2010 while reading an article about how challenging it was for communities to facilitate filming and TV production in their communities. After a deep dive into the issue, Dale said â€œI can fix this problemâ€ and FLIPSFilm was born!

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Making the right connections is important to your business. Partner with Proforma and ensure that you are making a good connection with your audience every time. Trust our extensive industry experience to effectively promote your company’s brand through:

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With 30+ years of experience, Proforma can help maximize the impact of your marketing promotions and customer communications. Our network of experts offers more than1,000,000 custom products and services to help promote your brand. Proforma’s proven* customer satisfaction record andÂ industry recognition testify to our ability to position customers at the top of their industries.

Connect with Proforma, the One Source with Infinite Resources, and achieve unlimited levels of success.

* Based on a 2007 independent study.

Best in class companies outperform average companies by up to five times when they apply best practices in lead generation. In Danâ€™s book, â€œThe Truth About Leadsâ€, he debunks traditional thinking andreveals truths that lead to additional, larger and more profitable wins.

Dan McDade founded PointClear in 1997 with the mission to be the first and best company providing outsourced prospect development services tocompanies with a complex sales process. Prospect development includes timely and effective response management, sales lead generation andqualification and opportunity nurturing.

Prior to starting PointClear, McDade served as president of UST, The Business Marketing Group, a fast growing high-tech business-to-business marketingservices firm.

The company grew over 500 percent during his tenure. McDade and his team provided consulting services to leading technology companiesincluding Sun Microsystems, Texas Instruments, Oracle, SAP, and many others.Â From 1989 to 1991, McDade was an independent consultant providing direct marketing, telemarketing, and new business development consulting services. Clients included Sears, Exxon, Rodale Press, R.J. Reynolds, and the Ritz Carlton. One of McDade’s earliest assignments was to write the business planthat helped the Ritz Carlton formalize its plan to win the Malcolm Baldridge Award.

McDade’s background also includes 10 years of experience in the direct mail catalog business. As Vice President of Marketing with Jackson & Perkins in Medford, OR., McDade ran what was at the time the 17th largest direct mail company in the country.

Dan is on the TAG Education Collaborative board of directors following two years as Chairman of the Board.

Eugeria! Radio chats with Janet Dawkins of Aging Options and Eric Sawyer, of Peacefield Wealth Solutions

August 11, 2011 by angishields

Eugeria

Eugeria! Radio chats with Janet Dawkins of Aging Options and Eric Sawyer, of Peacefield Wealth Solutions

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An Atlanta native, Janet Dawkins tells us she’s been working with seniors so long that she has now become one! After attending the University of Georgia, Janet immediately began working in the senior services industry. She spent 10 years as a case worker, and worked her way through the ranks to become a director of operations for an assisted living community. Eight years ago, she founded Aging Options with Laurie Hamilton. Janet’s business is comprised of two primary services: a referral service to assist families in finding home or facility-based care, and a consulting service that provides continuing education for community staff, assistance with veterans’ benefits and family consultation and issue resolution. Janet can be reached at (678) 30007058, via email at assist@agingoptionsga.com, or visit her website at www.agingoptionsga.com.

Eric Sawyer is a native Texan, growing up just outside of College Station Texas. After earning his Bachelor’s degree in Political Science and Economics from Texas A&M University, Eric went on to earn a Master’s of Science in Personal Financial Planning from Texas Tech University, which is thought by many to be the top school in the country for this field of study.

One of Eric’s passions is to promote the need for financial literacy and to help young adults start planning their financial futures. Eric has spoken out on the need for financial education among Texas high school students. A Certified Financial Planner^TM, Eric brings experience from nationally recognized financial planning firms as well as from his time as the Director of Financial Planning for a local company. Eric has assisted a broad range of clients, including business owners and professionals, to reach their personal and professional goals. Through comprehensive financial planning, Eric helps our clients bring clarity to their personal finances.

Eric lives in Carrollton with his wife, Lisa, their twin children and dog, Sadie. Eric can be reached by email via phone 214-794-0193 or email esawyer@peacefieldwealth.com. His website is www.peacefieldwealth.com.

Special thanks to Griswold Special Care, A Tradition in Home Care Excellence since 1982, for hosting today’s show!

Lion Hospice, Select Physical Therapy and Moore & Associates

May 4, 2011 by angishields

Eugeria

Lion Hospice, Select Physical Therapy and Moore & Associates

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Susanne Sperry has first hand experience witnessing the benefits of hospice care. Both of her grandmothers were under the care of hospice while her grandfathers were not. Having seen both sides of the end of life stage she decided to pursue degrees in Social Sciences and Healthcare Administration. She is now the Administrator of Lion Hospice. According to Susanne, Lion Hospice recognizes that the dying process is a part of the normal process of living and focuses on enhancing the quality of remaining life. As such, she takes great pride in helping seniors and their families navigate all phases of their hospice experience.

Lori Sulak has always had a soft place in her heart seniors. Growing up, she had a very strong relationship with her grandparents that led her to become a caregiver after she graduated from high school. Twenty two years ago, she entered the senior housing industry. After spending time in skilled nursing, independent living, assisted living and most recently electronic monitoring, she decided she wanted to work with the frailest of the frail at Lion Hospice. Susanne and Lori can be reached via phone at 817-268-2145. Their email addresses are as follows: lsulak@lionhospice.com and ssperry@lionhospice.com. Visit Lion Hospice on the web at www.lionhospice.com.

Anthony Meier, MPT, is the Center Manager for the Decatur Irvin Select Physical Therapy clinic in Decatur, Georgia. He received his Master of Science in Physical Therapy from University of Alabama in Birmingham in 1999, and his Bachelor’s Degree in Business Administration from Heidelberg College in Tiffin, Ohio in 1993. After his undergraduate work, Anthony took a job in product planning and inventory control. After a number of years, he realized that this job wasn’t where he wanted to spend his career. He started volunteering at a physical therapy clinic, and decided to take classes at Georgia State to become a physical therapist. After completing his graduate work, Anthony took a position at Select Physical Therapy. After 12 years, I think it’s safe to say Anthony has found his calling. Anthony was also joined in the studio today by Venika Benjamin, who serves as the Administrative Service Manager for Select Physical Therapy for the Atlanta metro area. To reach Anthony, call the clinic at 404-297-0821, send him an email at ameier@hq.novacare.com, or visit their website at www.selectphysicaltherapy.com.

Having hosted many radio shows, Meredith Moore is no stranger to the studio. Meredith’s primary business is Moore & Associates, an Atlanta-based Wealth Management firm. She tells us the firm specializes in coordinating the work of the many advisors, insurance agents, accountants, etc. that are often involved in managing an individual’s financial affairs. She also specializes in exit strategies for small business owners. Today, Meredith had a different topic on her mind. She is also a board member of an Atlanta non-profit called Kate’s Club. This organization empowers children and teens facing life after the death of a parent or sibling. By creating friendships with kids and young adults that share the experience, Kate’s Club guides children through their grief journey in a comfortable, safe, and uplifting setting.

Kate’s Club has a unique event coming up to help raise money to support it’s efforts. The event is a 2k and 10k race in Grant Park on May 21 at 8:15AM. The name of the event is GeneRacetion, and is a joint effort with Senior Citizens Services of Atlanta. This event will bring together both young and old in an effort to spotlight the need for guidance for these children that have been impacted by the tragic loss of a parent or sibling. If you would like more information, or would like to register for this event, either as a participant or a sponsor, call Meredith at 770-587-0281, or visit the event website at www.generacetion.org.

Special thanks to Griswold Special Care, A Tradition in Home Care Excellence since 1982, for hosting today’s show!

Integra Hospital CEO Greg Rogers, Cornerstone Financial Partners John Winters and Tim Thornberry

January 12, 2011 by angishields

Eugeria

Integra Hospital CEO Greg Rogers, Cornerstone Financial Partners John Winters and Tim Thornberry

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After graduating from Baylor University in 1993 with a Masters of Business Administration in Management, Greg Rogers took a position with Eli Lilly Pharmaceuticals working in sales, marketing and branding. Of the 11 years Greg spent with Lilly, nine of them were in the area of neurosciences. It was an area that spoke to his heart, and prepared him for his current position as the CEO of Integra Hospital in Plano. Integra employs a unique model centered around neurological rehabilitation and recovery. Most of their patients are admitted as the result of a stroke or brain injury, rather than for an orthopedic condition. The difference is that 80% of the therapy is administered on a one on one basis, rather than in a group setting. They have their work cut out for them as they “retrain” the brain to perform common functions. Greg sees his work at Integra as ministry and mission, and he believes Integra’s motto, “Restoring Health, Restoring Hope”. Visit Integra’s website at www.integrahospitalplano.com, or call them a 972-428-1740 for a tour!

John Winters was born and raised on the south side of Philadelphia. After earning and MBA in Finance from LaSalle University, John married his wife Joan and began a career with AT&T in the area of finance, specifically mergers and acquisitions. After spending time all over the Northeast, Europe, Saudi Arabia and South Korea, John finally found his way to Atlanta. At the time, he became interested in financial services, and eventually started Cornerstone Financial Partners, LLC. John has recently been appointed Planning Commissioner, District 1, for Gwinnett County. He is also the current president of Gwinnett Council for Seniors, and a member of numerous boards, including Friends of Gwinnett County Senior Services.

John’s partner at Cornerstone Financial Partners is Tim Thornberry. Tim was a military brat, growing up doing hard time in Hawaii and Southern California! He followed in his father’s footsteps. After attending North Georgia College, he joined the Marine Corps Reserves. He has served in two tours in Iraq. He is currently the senior service officer for the American Legion in Duluth, and is the President of Sentinels of Freedom Gwinnett, working to bring “wounded warriors” home to Gwinnett County. Tim and John’s business is committed to providing their clients conservative asset management and wealth protection. Their business often leads them to pro bono advocacy work for Gwinnett County’s seniors. Thanks, Tim and John for what you do in your community! View their website at www.yourfinancialcornerstone.com, or contact them at 678-730-6100.