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The Race to Excellence THINK 18 at Sheraton Grand Wild Horse Pass

May 1, 2018 by Karen

Phoenix Business Radio

The Race to Excellence THINK 18 at Sheraton Grand Wild Horse Pass

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The Race to Excellence THINK 18 at Sheraton Grand Wild Horse Pass

More than a conference, app, prize or website, THINK is an innovation platform built to foster a more progressive credit union movement. An ongoing source of collaborative power, THINK is the catalyst for credit unions to provide today’s members with a superior financial services experience. Contributors include some of the world’s best-known thought-leaders, key visionaries of the credit union movement and, perhaps most important of all, the very members we seek to serve better. Find out more about THINK 18 here.

Follow THINK on LinkedIn, Twitter and Facebook.

CO-OP Financial Services is a payments and financial technology company whose mission is ensuring the success of the credit union movement. CO-OP payments solutions, engagement services and strategic counsel help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service. For more information, visit www.co-opfs.org.

Amanda Atcheson is the Director of Marketing and Brand Strategy for CO-OP Financial Services, a payments and financial technology company whose mission is the success of the credit union movement. Since joining CO-OP in 2009, Amanda has been responsible for brand strategy and management, product and content marketing strategies and sales enablement. She serves as Managing Editor of the THINK Review magazine and plays a critical role as a producer for the company’s annual THINK conference. Amanda is passionate about emerging technology and the digital transformation of the credit union industry.

She is a graduate of Georgia Southern University with a degree in Marketing and resides in Houston, Texas.

Follow CO-OP on LinkedIn, Twitter and Facebook.

Financial Grownup with Bobbi Rebell CFP® features interviews with the top thought leaders in personal finance and other role models, sharing life-changing and inspiring money stories and advice. The podcast also gives listeners actionable specific advice from Bobbi on how to integrate the lessons into their lives.

Bobbi Rebell is a CFP® and host of the Financial Grownup with Bobbi Rebell CFP® podcast. She is also the author of the best-seller “How to Be a Financial Grownup: Proven Advice from High Achievers on How to Live Your Dreams and Have Financial Freedom”. Bobbi is a keynote speaker, conference emcee, and moderator.

She is also an award-winning TV anchor and personal finance columnist and has worked at Thomson Reuters, PBS (Nightly Business Report) CNN and CNBC. Bobbi is a graduate of the University of Pennsylvania.

Connect with Bobbi on LinkedIn, Twitter, Facebook and Instagram.

THE MAN BEHIND THE MIC: Joe Moss with Embassy National Bank

June 1, 2016 by Mike

On the Money

THE MAN BEHIND THE MIC: Joe Moss with Embassy National Bank

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On this episode of “On the Money“, host Mike Sammond gets to know the man behind the microphone, Joe Moss and Embassy National Bank.

Joe Moss/Embassy National Bank

Embassy National Bank was chartered as a community bank designed to fill the financial needs of the south-Asian community here in metro Atlanta. After a slow start, Embassy now lends throughout the southeast and has expanded its deposit territory along the east coast. Embassy also originated the Podcast ‘On the Money‘ produced on the Business RadioX channel. Through this podcast, Embassy attempts to educate the small business community on relevant topics.

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To watch the video of this show CLICK HERE.

“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Jennifer Harper of Bridge Financial Planning

May 12, 2016 by chattadmin

Chattanooga Business Radio

Jennifer Harper of Bridge Financial Planning

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Jennifer Harper// Bridge Financial Planning

Jennifer is the Founder and Director of Bridge Financial Planning, LLC, providing fee-only financial planning & investing for todays professionals. She began her career in financial services in 2000, in 2001 she graduated from the MBA program at UTC, and in 2006 earned the CERTIFIED FINANCIAL PLANNER ® designation. Throughout her career she has delivered advisory services to clients and their families & businesses.

Ms. Harper is also the Founding Director of Common Cents Financial Literacy, Inc., a nonprofit organization founded in 2005. The mission of Common Cents is to promote and encourage financial education, focusing on ages 16-22. Through this organization, she has had the opportunity to work with several community organizations and schools to teach personal financial principles that are applicable to everyone.

In 2010, Ms. Harper was the recipient of the Chattanooga Chamber of Commerce Lightkeeper award for her work with Common Cents and is also an adjunct instructor for the University of Tennessee at Chattanooga College of Business, teaching Small Business Finance.

Lucas Harrison of Hilliard Lyons

April 21, 2016 by chattadmin

Chattanooga Business Radio

Lucas Harrison of Hilliard Lyons

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Lucas Harrison // Hilliard Lyons

Originally from Dallas, TX, Lucas graduated from Pensacola Christian College with a degree in Business Administration and Finance and is registered as a Series 7 General Securities Representative as well as a Series 66 Investment Advisor Representative. Lucas has spent the last three years in the wealth management industry with Hilliard Lyons. He has also recently partnered with two tenured advisors with a combined 65+ years of experience. Distinctly different, yet complimentary, perspectives enables Hilliard Lyons to provide a well-rounded, excellent level of service to their clients. Hilliard Lyons was founded in 1854 and has been in Chattanooga since 1986.

BREAKING PAR IN BUSINESS: Marbury Creative Group and Grandview Strategic Partners

January 29, 2016 by Mike

Gwinnett Studio

BREAKING PAR IN BUSINESS: Marbury Creative Group and Grandview Strategic Partners

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Rich Bartolotta, Rob Marbury, Bryant Shipp, David Morris

Rob Marbury/Marbury Creative Group

Marbury Creative Group, based in Duluth, GA, is an award-winning branding and advertising agency founded in May 2010 by Rob Marbury, after 22 years as an art director, creative director and VP creative in the advertising industry.

The Marbury motto is ‘Tell it Better! (if necessary, use words.)” For more information, or to see samples of the agency’s work, please visit WeTellitBetter.com, email Rob at rob@marburycreativegroup.com or call 648-735-5220.

Bryant Shipp & David Morris/Grandview Strategic Partners

GrandView Strategic Partners is the investment advisory entity of the GrandView integrated group of financial services companies. GrandView’s team of specialists works closely with business owners – and high net-worth individuals – providing solutions to address investment needs.

GrandView’s approach emphasizes preservation of principal, with a focus on current and future cash flow. By focusing on generating passive income, they strive to help clients successfully achieve life’s milestones.

Rich Bartolotta/Schooley Mitchell

Rich Bartolotta of Schooley Mitchell is the host of “Breaking Par in Business“.

Schooley Mitchell is the largest independent consulting business in North America that specializes in helping businesses improve profitability by reducing telecom and merchant services expenses.

One unique aspect of their offering is that they work on a contingent fee basis, meaning their fee is a share of the savings they generate. So business owners take no risk in working with Schooley Mitchell.

Schooley Mitchell has been in business since 1980, saving thousands of clients almost a quarter of a billion dollars. To learn more about Schooley Mitchell Atlanta go to schooleymitchell.com/rbartolotta or email Rich at rich.bartolotta@schooleymitchell.com.

FinTech! Charles Green with Small Business Finance Institute

August 5, 2015 by Mike

On the Money

FinTech! Charles Green with Small Business Finance Institute

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On the Money - August 5, 2015 — Joe Moss, Charles Green

On this episode of “On the Money“, host Joe Moss of Embassy National Bank interviews Charles Green with Small Business Finance Institute about alternative funding for businesses.

Charles Green/Small Business Finance Institute

Small Business Finance Institute (SBFI) offers professional development resources to commercial lenders to meet the challenges of client financing, industry changes and career advancement. In addition to commercial lender training, they provide current news, insight and statistics about small business lenders serving the business lending sector.

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Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Structuring and Managing Investment Portfolios

May 27, 2015 by Mike

Gwinnett Studio

Structuring and Managing Investment Portfolios

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Bill Leonard, Robert Port, Craig Frankel, Lane Steinberger

On this episode of “Wealth Matters”, hosts Craig Frankel and Robert Port discuss the issues and challenges in structuring and managing an investment portfolio with their guests Bill Leonard and Lane Steinberger.

Bill Leonard/Taylor English Duma LLP

Bill Leonard, a partner at Taylor English Duma LLP, has over three decades of experience in litigation involving securities and investments, liability of directors, officers, managers, and partners of businesses, shareholder and member rights and fiduciary duties, accountant and auditor liability, law firm liability, and banking law. His experience includes class actions, lawsuits in federal and state courts in many different states, and arbitrations. Mr. Leonard is also a trained mediator and has served as an arbitrator for securities disputes. He conducts internal investigations into potential wrongdoing by officers, directors, and employees of corporations. He has represented officers, directors, accountants, brokers, and other professionals in investigations by the Securities and Exchange Commission (SEC), the New York Stock Exchange, the Commodities Futures Trading Commission, and the Department of Justice. He has represented investors, stockbrokers, and brokerage firms in lawsuits and FINRA arbitrations concerning stocks, bonds, and options.

Mr. Leonard has been counsel to parties in litigation involving insurance coverage, restrictive covenants, tax sharing agreements, mergers and acquisitions, computer software, and other business disputes. He has represented shareholders in asserting dissenters’ rights in connection with corporate mergers and asset sales. He has also handled fiduciary litigation in several contexts, such as the representation of employees in litigation against trustees and corporate sponsors of ERISA plans to recover benefits and for breach of fiduciary duty, waste, and conflicting interest transactions.

Mr. Leonard investigated and asserted claims as counsel to the Federal Deposit Insurance Corporation against directors, officers, and attorneys of failed financial institutions in several states. As counsel to the National Credit Union Administration, he headed the investigation and assertion of claims against directors, officers, and attorneys of two Massachusetts credit unions, including uncovering the largest real estate fraud in United States credit union history.

LinkedIn Profile: https://www.linkedin.com/pub/bill-leonard/1b/68a/916

LinkedIn Company Page: https://www.linkedin.com/company/taylor-english-duma-llp

Lane Steinberger/Redwood Wealth Management

As chief investment officer, Lane Steinberger brings more than 20 years of experience in the world of finance and investing to Redwood Wealth Management. Lane also comes from a long line of entrepreneurs, including his grandfather and father, who owned a grocery store and furniture business in Statesville, N.C., that was established in the early 1900s

Lane’s path to Redwood started with Bank of America in Charlotte, N.C., advising clients on the foreign currency markets and derivative strategies, his first job after attending North Carolina State University. From there, it was on to international finance studies in Vienna, Austria, and Bangalore, India, as part of the University of South Carolina’s nationally ranked International MBA program.

He joined BellSouth in 2000, where he managed a $5 billion fixed income/bond portfolio for the company’s pension fund while also working as the fund’s asset allocation strategist, managing the asset allocation of the entire pension portfolio.

After BellSouth, Lane finally followed in the footsteps of his father and grandfather and started Alexander Investment Advisory, which later merged into Redwood.

Today, he holds both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, a distinction shared by few advisors. He intends to be a lifelong student since he is now currently working towards a Doctorate in Business at Georgia State University.

He has also served as a board member and media/communications head of the CFA Society of Atlanta and volunteers on the budget and finance committee for the JF&CS charity.

LinkedIn Profile: https://www.linkedin.com/in/lanesteinberger

LinkedIn Company Page: https://www.linkedin.com/company/redwood-wealth-management-llc

Facebook Page: https://www.facebook.com/RedwoodWealthManagement

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 listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

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

Facebook: https://www.facebook.com/EstateDispute

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LinkedIn: https://www.linkedin.com/company/estatedispute

OPEN FOR BUSINESS: Jeff Kim with TRACS Group, Jai Rogers with Delta Community Credit Union, Rachel Fasig with Suwanee Magazine, and Vince DeSilva with the Gwinnett Chamber of Commerce

November 21, 2014 by Mike

Gwinnett Studio

OPEN FOR BUSINESS: Jeff Kim with TRACS Group, Jai Rogers with Delta Community Credit Union, Rachel Fasig with Suwanee Magazine, and Vince DeSilva with the Gwinnett Chamber of Commerce

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Mike Sammond, Jai Rogers, Jeff Kim, Rachel Fasig, Vince DeSilva

Jeff Kim/TRACS Group

Tax Rebate And Credit Specialists ( TRACS ) brings their specialty of identifying and generating state and federal tax credits to Georgia businesses. They service over 1,200 clients and have generated more than $292 million of state and federal tax credits for their clients.

Jai Rogers/Delta Community Credit Union

Delta Community Credit Union is Georgia’s largest credit union serving more than 300,000 members in the metro Atlanta area and employees of top businesses such as Delta Air Lines, Chick-fil-A and RaceTrac. Delta Community is a state-chartered credit union organized under the Georgia Department of Banking and Finance, and its deposit accounts are federally insured through the National Credit Union Share Insurance Fund. Unlike a for-profit bank, Delta Community is owned by its members, not individual or institutional investors.

Rachel Fasig/Suwanee Magazine

Suwanee Magazine is a family, community and lifestyle magazine designed to keep pace and flow with the active Suwanee lifestyle. Distributing over 20,000 free copies bi-monthly to hundreds of businesses and locations in the Suwanee area, the magazine shares insight with its readers and focuses on their unique interests. Suwanee Magazine devotes sections pertaining to the best of dining, shopping, music, local personalities, business, industry and everything in between that impacts the Suwanee area and beyond. Each month new businesses emerge, new trends develop, new leaders move to the community forefront and Suwanee Magazine is there to keep you connected!

Vince DeSilva/Gwinnett Chamber

The Gwinnett Chamber continues to lead the way in the creation of programming geared towards its membership community.

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

September 24, 2014 by Mike

Gwinnett Studio

Behavioral Finance: What It Can Teach Us About How We Deal With Money, Investing, and Risk

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Ross, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel — Ross Bramwell, Robert Port, Mark Willoughby, Peter Fleming, Craig Frankel

What are “behavioral finance” and “behavioral economics?” Why do people often not act rationally when it comes to financial decisions? What are the most common behavioral errors among individuals when it comes to financial matters? If you are curious to get these questions answered, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you!

During this show, attorneys Craig Frankel and Robert Port interview guests Ross Bramwell, Peter Fleming, and Mark Willoughby. The topic of the discussion is “Behavioral Finance: What It Can Teach Us about How We Deal with Money, Investing, and Risk.”

Mark Willoughby/Modera Wealth Management

As a Chief Investment Officer, Principal, and Wealth Manager of Modera Wealth Management, Mark advises high net-worth individuals, families, and fiduciary clients in all areas of wealth management. With a particular experience in alternative investments, he also oversees Modera Alternative Investments, LP, a private limited partnership for accredited Modera clients implementing alternative investments. Overall, Mark has over 16 years of experience in the wealth management business, holding senior positions at Deloitte & Touche, Morgan Stanley, and JPMorgan Chase. In 2001, he joined Modera Wealth Management as a Financial Analyst and became a Principal in 2007. A frequent speaker on financial planning and investment management topics, Mark has presented at the New School for Social Research in New York City and at regional financial advisor conferences, including NAPFA seminars in Atlanta, GA, Columbia, SC, and Orlando, FL. Outside of Modera, Mark serves as a member of the Board of Directors of the Modera Charitable Foundation.

Phone: 678-385-1067
Email: markw@moderawealth.com

Peter Fleming/Nease, Lagana, Eden, & Culley

Having joined Nease, Lagana, Eden, & Culley as Vice President in February of 2009, Peter specializes in advisor education for the estate planning community and serves as NLEC’s liaison with various family office groups, particularly the Family Office Exchange where he attends industry conferences throughout the country. He is also responsible for developing strategic alliances / joint ventures with other organizations to assist with the placement of life insurance in the ultra-affluent marketplace. Peter has spoken before multiple groups and authored several articles for the affluent estate planning community. Peter has been involved in the Atlanta community for many years, serving on the vestry for St. Anne’s Episcopal Church where he was the Finance Committee chair, and has been a past advisory board member at St. Anne’s Day School.

Phone: 770-763-0687
Email: pfleming@nlec.com

Ross Bramwell/Homrich Berg

With over 10 years of experience across the accounting, financial services, and investment industries, Ross joined Homrich Berg in 2013. He served as Director of Investments for a San Diego based multifamily office where he performed due diligence on traditional and private investments, including real estate, hedge funds, managed futures, and private equity. He led the Investment Committee team, managed traditional allocation models, as well as investments for a private placement. Ross also served as a member of Heartland Advisors RIA Advisory Council for three years.

Phone: 404-264-1400
Email: bramwell@homrichberg.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.

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