
Ron Nocera/Sync-Up Bookkeeping
Sync-Up Bookkeeping provides expert virtual bookkeeping services tailored to the unique needs of small businesses. They handle your financial tasks with accuracy and efficiency, freeing you to focus on what you do best – growing your business.
Nancy Armour/University Bank
University Bank Reverse Mortgage division has educated thousands of clients, elder law attorneys, financial professionals, health professionals, government agencies, and non-profits about the benefits and effective use of reverse mortgages. Their University Bank Reverse Mortgage division only does reverse mortgages, and they are proud to be one of America’s oldest and most respected sources of reverse mortgage information and advice. As a team, they share a passion for Seniors, and they are deeply committed to their needs. They pride themselves in delivering honest, valuable advice to clients as if they were our own family. They will always do business this way.

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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.
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.



On this episode, host Stan Hall sits down with someone who truly embodies the growth and spirit of the 























