Tom Balog with The Lawrenceville Cooperative Ministry
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Tom Balog and Rick Strawn
Tom Balog/The Lawrenceville Cooperative Ministry
The Lawrenceville Cooperative Ministry is a Christian organization that has been serving those in need in the Lawrenceville and Dacula communities since 1995. Lawrenceville Cooperative Ministry assists by providing food, limited financial assistance, and connections to other resources with the goal of self-sufficiency.
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
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!
Broadcasting from the 2019 Applied Information Dealer Meeting
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This special edition of “TravelSafely with Bryan Mulligan” was broadcast from Applied Information‘s 2019 Annual Dealer Meeting at the Legacy Lodge at Lake Lanier Islands.
Philippe Nault & Roger Fugere/Orange Traffic (Mirabel, Quebec, Canada)
Orange Traffic is Canada’s largest manufacturer of LED traffic signs. Their mission is to optimize the fluidity and the safety on the roads in an innovative way.
Ryan Zenzen & Jerry Priester/Paradigm Traffic Systems
Paradigm Traffic Systems specializes in converting your ITS, intersection, or freeway management concerns into solutions. They carry a full line of intelligent transportation system products and parts and have the customer service, technicians, and field support to bring your project from concept to completion.
Winter Horbal & Forrest Temple/Temple, Inc.
Located in Decatur, AL, Temple, Inc. is a family-owned company that’s been serving the South for over 60 years. Throughout the years, the people of Temple, Inc. have worked to develop enduring relationships with city, county, and state agencies, utility departments, engineering firms, electrical services contractors, and vendor partners. A commitment to integrity, outstanding service, and relationship endure as the guiding principles of their business.
LEADER DIALOGUE: Georgia Lt. Governor Geoff Duncan - Deep Dive
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Duffie Dixon, Jennifer Strahan, Lt. Governor Geoff Duncan, Ben Sawyer, Lisa Counsell
Georgia Lt. Governor Geoff Duncan joins hosts Ben, Jennifer, Lisa and Duffie for a “deep dive” discussion about leadership, government, education, healthcare, technology and more on “Leader Dialogue”.
Lt. Governor Geoff Duncan
A former professional baseball player and successful entrepreneur, Geoff Duncan was elected Georgia’s Lieutenant Governor in November of 2018. Geoff’s faith inspired him to a life of leadership and prompted his upstart run for political office. He was elected to the Georgia House of Representatives in 2012. During his time in office he authored several important pieces of legislation. These include HB 749 – The Cargo Theft Act, HB152 – Michael’s Law, and most recently SB258 – the Rural Hospital Tax Credit.
The SOAR Vision Group mission is to: Align People with Purpose to Achieve Exceptional Results. SOAR provides best practice strategy execution, business process optimization services, and a structured organizational development approach for organizations to effectively implement the Baldrige Performance Excellence framework. For more information, contact SOAR Vision Group at (888) 294-3303 or visit soarvisiongroup.com.
About the Baldrige Foundation
The mission of the Baldrige Foundation is to ensure the long-term financial growth and viability of the Baldrige Performance Excellence Program, and to support organizational performance excellence in the United States and throughout the world. The Malcolm Baldrige National Quality Award is presented annually by the United States President to organizations that demonstrate quality and performance excellence. For more information, contact the Baldrige Foundation at (202) 559-9195 or visit baldrigefoundation.org.
MARKETING MATTERS WITH RYAN SAUERS: Art Wood with the Legacy Mortgage Team at Goldwater Bank
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Art Wood, Ryan Sauers, Jane Bishop
Art Wood/Legacy Mortgage Team at Goldwater Bank
Art Wood is not your typical mortgage guy…
With a passion for people and for making things happen, Art takes the mortgage process from what could be scary, overwhelming and intimidating, to a seamless and rewarding experience.
Art wants to be your mortgage guy, and not just the guy that worked on your mortgage. “I believe in getting to know each and every client as family, sorting through available options, and finding the right mortgage fit.”
Art loves to make people happy and he will go out of the way to make that happen. He has been in the mortgage business since 2005, and is currently Branch Manager of Legacy Mortgage Team at Goldwater Bank, N.A., in downtown Tucker, GA.
Art grew up in Tucker, attended Erskine College in South Carolina, and lives in nearby Stone Mountain with his wife Karen and their two young children, Trace and McKenna.
He is the founder of Fuse Networking at Smoke Rise, an active member of the Lilburn Business Association, the Tucker Business Association, and a board member at Smoke Rise Country Club.
Art is also very involved with the community. He leads Sunday worship at Tucker First United Methodist Church (Table 153), and organizes a quarterly event, “Pints and Praise,” to benefit NG3, an organization focused in developing character and providing spiritual growth for high school athletes.
Additionally, Art is one of the main organizers of two acclaimed community events, Taste of Tucker and Tucker’s Chili Cook Off, both benefiting local charities.
It’s all that he does that makes Art Wood who he is: family guy, community guy, and definitely…not your typical mortgage guy.
Jane Bishop/Take the Next Step
Jane Bishop, is CEO of Take the Next Step which emerged out of her passion to help others “go for their It.” She helps small business owners and entrepreneurs strengthen and align with their inner core for success by using her coaching and training skills. When you work with Jane you will experience accomplishing your “it” and be a greater influence to those around you. Jane uses her E4U system to help clients get to the core faster to create and execute a plan for effectiveness. Jane is also a professional speaker and published author. Curious? Reach out and book a complimentary session and see where that leads.
Ryan Sauers/President of Sauers Consulting Strategies
Ryan T. Sauers has spent 25 years leading and/or consulting with visual communications and marketing related organizations. Ryan is President/Owner of the consulting firm, Sauers Consulting Strategies; Our Town Gwinnett Magazine (2 monthly magazines); and its parent company End Resultz Media.
Key areas of focus of the consulting firm include: sales training, marketing strategy, personal branding, leadership development, and organizational change.
Sauers is a frequent national speaker and columnist. He has been recognized as one of the top 80 CMO’s in the world and achieved the top designation of Certified Marketing Executive through Sales and Marketing Executives International.
Sauers is an adjunct university professor teaching leadership, marketing, and communication courses to current and aspiring leaders. Ryan is a Certified Myers Briggs, DiSC, and Emotional Intelligence Practitioner.
Marketing Matters with Ryan Sauers is a radio show discussing topics as they relate to marketing, communications, sales, leadership and more. Host Ryan Sauers, a best-selling author and national speaker, discusses how these topics play a role in every aspect of our lives. Each episode shares tangible nuggets of information that listeners can easily understand and apply to their everyday life, whether personal or business. The show challenges listeners’ current state of thinking so they can grow to new heights and see new opportunities in business, which is rapidly changing, multi-generational. and noisy in nature.
Episode 59: The One Thing You Need to Know About Finding Your Voice - Josh Cary
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Be careful about the labels you put on yourself,” warns Josh Cary, “Because people are willing to validate them.” A hard, but valuable lesson he learned after spending 40 years in hiding. In this episode, Josh, a former actor turned podcaster and business coach, explains the moment he realized he was hiding his power and ability as a leader. Tune in to learn the specific people, processes, and tools he leveraged to reclaim his power and why he says it’s imperative you do the same as you lead your company through growth spurts.
Payroll, employee benefits and healthcare are complicated, expensive and time-consuming. E2E Benefits Services partners with clients to offer appropriate and affordable solutions to help them comply with complex federal laws, rules and regulations. Plus, their secure 24/7 web-based technology is easy to use and convenient.
E2E offers a 360° approach for employers to increase efficiency and reduce costs associated with payroll administration, human resources support, and employee benefits programs. Plans and processes along with the technology are explained by their team of experts for everyone’s education and support.
Allan Duncan with Dempsey Lord Smith and Randall Veugeler & Phil Farrell with StillFire Brewing
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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.
Duffie Dixon, Jennifer Strahan, Lt. Gov. Geoff Duncan, Ben Sawyer, Lisa Counsell
Georgia Lt. Governor Geoff Duncan joins Ben, Jennifer, Lisa and Duffie to discuss leadership, education, healthcare, technology and more on “Leader Dialogue”.
Lt. Governor Geoff Duncan
A former professional baseball player and successful entrepreneur, Geoff Duncan was elected Georgia’s Lieutenant Governor in November of 2018. Geoff’s faith inspired him to a life of leadership and prompted his upstart run for political office. He was elected to the Georgia House of Representatives in 2012. During his time in office he authored several important pieces of legislation. These include HB 749 – The Cargo Theft Act, HB152 – Michael’s Law, and most recently SB258 – the Rural Hospital Tax Credit.
About SOAR Vision Group
The SOAR Vision Group mission is to: Align People with Purpose to Achieve Exceptional Results. SOAR provides best practice strategy execution, business process optimization services, and a structured organizational development approach for organizations to effectively implement the Baldrige Performance Excellence framework. For more information, contact SOAR Vision Group at (888) 294-3303 or visit soarvisiongroup.com.
About the Baldrige Foundation
The mission of the Baldrige Foundation is to ensure the long-term financial growth and viability of the Baldrige Performance Excellence Program, and to support organizational performance excellence in the United States and throughout the world. The Malcolm Baldrige National Quality Award is presented annually by the United States President to organizations that demonstrate quality and performance excellence. For more information, contact the Baldrige Foundation at (202) 559-9195 or visit baldrigefoundation.org.