renasant bank Archives - Page 25 of 32

Jason Cline and Sameera Luthur, SHRM-Atlanta and SOAHR 2022

July 19, 2022 by John Ray

North Fulton Business Radio

Jason Cline and Sameera Luthur, SHRM-Atlanta and SOAHR 2022

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North Fulton Business Radio, Episode 474)

SHRM-Atlanta CEO Jason Cline and Manager of Events Sameera Luthur joined host John Ray on this edition of North Fulton Business Radio to offer a preview of SOAHR 2022, SHRM-Atlanta’s annual conference for the region’s HR and people management professionals. Jason and Sameera discussed this year’s theme of change, which underlies the choices of topics and speakers for this year’s event, and the continuing education and certification opportunities at SOAHR. They also shared details on SHIFT, held on Monday, July 25th, for professionals new to HR or considering entering the profession.

When you register for SOAHR 2022, use the code RADIO70 for $70 off your registration fee. Also, the Business RadioX team will be broadcasting live from this event on Tuesday, July 26th, in the Exhibitors Hall. Stop by and see us!

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

SHRM-Atlanta is one of the largest chapters of SHRM and shares its purpose of elevating the HR profession. As a leader in the Atlanta metro business community, SHRM-Atlanta strives to be the premier resource for those working in and supporting the human resource function. SHRM-Atlanta’s predominant goal is to be the voice of HR in metro Atlanta and be the first contact for those seeking information and solutions.

This will be achieved through the growth and diversity of members, education, and delivery of content, and by strengthening partnerships with organizations that share its vision.

Website | LinkedIn | Facebook | Instagram

SOAHR is the can’t-miss conference of the year for anyone in HR or People Management in greater Atlanta or the Southeast. If you’re looking for a conference that will supply you with actionable ideas, new insights, and best practices for you, your team and your company, you don’t want to miss this event. The 3-day conference includes Pre-Conference Workshops, a Resource Partner Showcase, networking opportunities, and more. Average attendance is 1000+ and this year’s conference will be held at the Cobb Galleria Centre on July 25th through July 27th.

This year’s theme is SHIFT, Develop, Perform: Moving HR into the Next Normal. The keynote speaker and workshop facilitators will empower attendees to intentionally focus on their talent, develop a network of new and seasoned professionals, and establish skills needed to perform in your new role.

When you register for SOAHR 2022, use the code RADIO70 for $70 off your registration fee.

Conference website

Jason Cline, CAE, Chief Executive Director, SHRM-Atlanta

Jason Cline brings over 18 years of association management and leadership experience to SHRM-Atlanta. Previously, Jason was the President & CEO of the Printing & Imaging Association of Georgia. There, Jason spearheaded the development and execution of a strategic plan and led a highly profitable insurance arm of the organization. Prior to that role, he was the Strategic Initiatives Executive at the Association of College Unions International, the Section Membership Development Manager at the American Bar Association, and he began his association career as the Director of Membership at the Roller Skating Association International.

Jason earned both his undergraduate degree in Elementary Education and a graduate certificate in Nonprofit Management from Indiana University. He also holds the Certified Association Executive (CAE) credential from ASAE: The Center for Association Leadership. Jason has called Atlanta home since 2016 when he moved here from Indianapolis.

Sameera Luthur, Manager of Events & Emerging Content, SHRM-Atlanta

Sameera Luthur joins the SHRM-Atlanta team as Manager of Events and Emerging Content and will be responsible for event logistics, developing relationships, partnering with organizations, and curating content in new and emerging areas outlined in the SHRM-Atlanta strategic plan.

She has served in several Higher Education roles, working directly with students to build community on college campuses and develop leadership skills needed in the work force. She brings experience planning large scale events and creating training initiatives for students and professionals across a variety of fields. Sameera holds an M.S. in Educational Psychology from Georgia State University, with research focused on two of her passion areas: mental health and DEI.

Sameera is excited to serve the SHRM-Atlanta community and grow her experiences and career with an association that has so much impact in the Atlanta area.

North Fulton Business Radio is hosted by John Ray and broadcast and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked from scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.Jason Cline or Sameera Luthur

Dr. Ricardo Duran and Debra Gonzalez, Wellstar North Fulton Wound Care & Hyperbaric Center

July 19, 2022 by John Ray

North Fulton Business Radio

Dr. Ricardo Duran and Debra Gonzalez, Wellstar North Fulton Wound Care & Hyperbaric Center

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North Fulton Business Radio, Episode 473)

Medical Director Dr. Ricardo Duran and Program Director Debra Gonzalez joined North Fulton Business Radio host John Ray to discuss their work at Wellstar North Fulton Wound Care & Hyperbaric Center. This center recently received accreditation with distinction, one of only fifty centers nationwide to achieve this professional honor. It is an integrated practice of both in-patient and out-patient services providing wound care and hyperbaric treatments. Dr. Duran defined what hyperbaric treatment is and how it aids healing. He and Debra Gonzalez talked about how they came to this specialty, the amputation prevention program they offer, what makes this practice unique, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

If you are suffering from a severe or chronic wound, Wellstar North Fulton Wound Care & Hyperbaric Medicine can help.

Common health problems such as diabetes or poor circulation delay the body’s healing process, resulting in chronic wounds. Their dedicated care team specializes in the evaluation and treatment of wounds. Together, they will create a personalized treatment plan to help you heal and feel better.

Wellstar is one of the largest health systems in Georgia. They know that giving people easy access to their services and locations is an essential part of great care.

As a not-for-profit health system, its passion for people extends beyond its system and into the communities they serve.

Company website | Facebook

Dr. Ricardo Duran, Medical Director,

Dr. Ricardo Duran has joined the Wellstar family as the Medical Director of the North Fulton Wound Care and Hyperbaric Medicine Center. Dr. Duran is an Internist Board Certified in Hyperbaric Medicine and Medical Wound Care. He received his medical degree from the Military University Nueva Granada in Bogota, Colombia.

He served in the Colombian Navy as a medical officer, both on land and shipboard, from 1996 to 2004, where his experience as a certified military diver sparked his interest in hyperbaric medicine. His background in combat medicine honed his skill in acute and chronic wounds. After his internship and residency at Yale University’s Danbury Hospital, he received his fellowship training in Sports Medicine at the University of Pennsylvania and in Hyperbaric Medicine and Wound Care from Duke University.

Dr. Duran has extensive experience in the comprehensive medical level management of chronic complicated wounds in the inpatient, outpatient and long-term care settings.

Debra Gonzalez, Program Director,

Debra first began working in the wound care and hyperbaric industry in 1993. She has multiple certifications in wound care and hyperbarics and has held various clinical and administrative positions including Clinical Coordinator, Program Director, Clinical Liaison, and Vice President of Clinical Services.

She is an expert clinician in wound care as well as hyperbaric medicine delivered in monoplace and multiplace chamber environments. Debra has been an advocate of hyperbaric nursing and has promoted the hyperbaric industry by presenting at many national conferences over the years.

Debra is currently the Program Director for Wound Care & Hyperbaric Services at WellStar North Fulton Hospital; serves on the National Board of Diving and Hyperbaric Medical Technology and is Secretary of the UHMS Gulf Coast Chapter. Additionally, she is a BNA and UHMS member and is also an Undersea and Hyperbaric Medical Society Accreditation Surveyor.

Questions and Topics in this Interview:

What exactly is hyperbaric medicine?
What types of things do you treat at the Wound Care Center?
Why is your program so great and unique?
Tell us about the latest certification your program has received.
How does someone know they should seek treatment from you for a non-healing wound?
What is something that can be treated with hyperbarics that we might not think of?

Colin Fogarty, Mighty Dog Roofing of North Atlanta

July 18, 2022 by John Ray

North Fulton Business Radio

Colin Fogarty, Mighty Dog Roofing of North Atlanta

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North Fulton Business Radio, Episode 472)

On this edition of North Fulton Business Radio, Colin Fogarty, Owner of Mighty Dog Roofing of North Atlanta, shared a lot of vital advice with host John Ray. Colin discussed his personal journey to owning a Mighty Dog Roofing franchise, and how it differs from his experience in the consulting world. Next, he and John covered how to maintain your roof, the value of having maintenance checks that will provide valuable information in the event of damage, choosing a roofing contractor, what to do when you do have a claim, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Just as we care for our pets and family’s health or regularly maintain our auto and HVAC, why is it we don’t check the health of our exteriors? A disciplined approach to the maintenance of the exterior of your North Atlanta Georgia home is critical to keep it in top condition and maintain its resale value. Sometimes, a minor repair is needed to avoid a total roof replacement later. Mighty Dog helps assure you get the most life out of your roofing system with the reliable Mighty Dog Maintenance Program.

For over 20 years, Mighty Dog Roofing has provided homeowners and business owners nationwide with the high-quality roofing services they deserve. Their trusted, certified experts can handle roof repair and roof replacement, no matter the size.

The Mighty Dog Roofing Craftsmanship warranty along with their Manufacturer’s Warranty gives you the peace of mind you are looking for. Their warranty also comes with the Mighty Watchdog Maintenance Annual Checkup to assure a healthy roof for years to come. Less worry equals more peace of mind.

Company website | Facebook | Instagram | LinkedIn

Colin Fogarty, Owner,

Colin grew up in Savannah, Georgia, where he began his roofing career by helping his dad clean and maintain their roof. A born and raised Bulldog, Colin graduated from UGA and began his career in Sales and Marketing in Atlanta.

After a trip outside of Georgia to attend business school, Colin spent five years as a management consultant, traveling the country to help many large consumer packaged goods companies solve their most pressing challenges. Ultimately, Colin decided to pursue his American Dream and partnered with Mighty Dog Roofing to serve North Atlanta.

In his spare time, Colin enjoys spending time and traveling with his wife, Emily, and simply relaxing with friends and family.

Questions and Topics in this Interview:

How did you decide to launch Mighty Dog?
What makes Mighty Dog special?
What’s been the best thing about owning your own business?
Roofs aren’t always top of mind for many homeowners — what are the few things you’d want folks to know about taking care of their roofs?
What are some of the learnings you’ve applied from your experiences before Mighty Dog that help you in the roofing industry?

Christina Rebel-Otterbach, CRO Management Consulting LLC

July 18, 2022 by John Ray

North Fulton Business Radio

Christina Rebel-Otterbach, CRO Management Consulting LLC

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North Fulton Business Radio, Episode 471)

Christina Rebel-Otterbach, President of CRO Management Consulting, helps businesses diagnose the issues they’re facing and find solutions. She discussed with host John Ray how her tools help a business owner see what is really going on, analyzing the data to back up those issues, cultural issues for foreign business owners, considerations when doing business in Germany, how she approaches exit planning, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

**Christine Rebel-Otterbach, Founder and President, CRO Management Consulting LLC**

Christina Rebel-Otterbach started CRO Management Consulting LLC in 2011 after a rewarding career contributing to growth initiatives and global expansion as an executive management team member of internationally operating and expanding companies such as Honeywell, Gencorp, KACO (European automotive manufacturer & supplier). She is now offering her expertise and skills through management consulting, and transformational leadership. Value builder and exit planning services to companies that are seeking to resolve their pain points and to business leaders and owners to increase their value. Recent assignments include acquisitions, integration management, and country leadership for Pharmalex US, LLC; Finance support of JDC-Consulting Group (IT-consulting organization); Finance and Operations transparency services for online consumer product organization (Picture Keeper) and Transformational and Financial leadership for an automotive manufacturer and supplier in the South East of the US (Mekra Lang NA).

Christina holds an MBA majoring in economics and IT management from the Cooperative State University Mosbach/Germany and acquired the CEPA™ and CVB™ certifications since 2017.

Her clients will clearly define and formulate their goals, assess their strong points, and gain awareness of areas to improve, strategize to develop and implement solutions/execution plans, and she closely accompanies the process until the project is finished.

Her fundamental belief PRIORITIZE, FOCUS & SUCCEED allows her to see through to the core of challenges and issues to be addressed. She approaches projects structured and analytically, can identify an organization’s potential and shortcomings, and uses her expertise working with domestically and globally operating and expanding companies to design and implement solutions that fit the client’s organization’s culture and personality, and financial resources. Qualities her clients associate with her are Adaptability, Competence, Collaboration, Adapt Problem Solver, Humbleness, and Leadership.

Christina Rebel-Otterbach grew up in Germany, and lived and worked in Europe and the US. Together with her family, she was located 10+ years on the West Coast of the US and relocated to the Greater Atlanta Area in 2013. She loves spending time outdoors while running, hiking, biking, skiing, and exploring topics yet unknown to them. Relaxation comes to her through practicing yoga, reading, gardening, and spending time with family and friends, cooking. Traveling the world to discover and explore new places is one of her favorite past times.

Giving back to the community is important to her – the goal is to give 10% of her income to charitable organizations. She also mentors young women in business and through a mentoring program at her local church and is deeply engaged in supporting the German American community in Atlanta and the South East of the US

Website | LinkedIn

Questions and Topics in this Interview:

What does CRO Management Consulting stand for?
What made you start your own company?
Which pain points do you resolve for your clients?
How do you typically approach their challenges?
Please share some key advice you generally give your clients
What makes you a suitable support for your clients?
Every business wants to optimize profit, how does this align with your focus on value?
What makes a successful client engagement?

Stacey Ruth, Unstoppable Leader, and Author of Inside Out Smart

July 12, 2022 by John Ray

North Fulton Business Radio

Stacey Ruth, Unstoppable Leader, and Author of Inside Out Smart

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Stacey Ruth, Unstoppable LeaderNorth Fulton Business Radio, Episode 470)

Stacey Ruth, CEO of Unstoppable Leader, was the guest on this episode of North Fulton Business Radio to announce her new book, Inside Out Smart. She and host John Ray considered what intuition is, how it’s cultivated, and its link with innovation. They also discussed the impact of using intuition as a leader, how she coaches individuals and leaders to maximize the power of their intuition, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Stacey Ruth, CPC, CEO, Unstoppable Leader

Stacey Ruth is unstoppable. She founded two multimillion-dollar agencies, has been among the Top 50 Entrepreneurs Under 50 in Atlanta, and twice awarded Top 100 “It” Agencies by Experiential Marketer.

As a novice entrepreneur, she made nearly every business decision mistake possible – and learned how to make the necessary personal transformations in order to thrive. Her businesses survived personal challenges, the fallout of 9/11, deep recessions, and her own health issues resulting from a battle with imposter syndrome. Today she coaches other CEOs and executives on how to make faster and more accurate decisions, using their inner wisdom. She is a passionate advocate for women leaders claiming their own seat at the table they design for themselves.

Her award-winning and best-selling books, Own Your Own Shift and Inside Out Smart are available now on Amazon.

Questions and Topics in this Interview:

Innovation
Intuitive Decision-making
Innovation using intuition
Decision fatigue
Leadership Decisions
Personal branding for growing your impact

Dr. Jason Reingold, Georgia Cardiovascular and Primary Care

July 12, 2022 by John Ray

North Fulton Business Radio

Dr. Jason Reingold, Georgia Cardiovascular and Primary Care

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North Fulton Business Radio, Episode 469)

Dr. Jason Reingold of Georgia Cardiovascular and Primary Care joined North Fulton Business Radio to announce the opening of their new flagship office in Alpharetta. He and host John Ray discussed this integrative cardiology practice, the 7% problem, and eight elements of optimal health. Dr. Reingold also mentioned the negative impacts of stress, including heightened inflammation and stress hormones, the steps his practice has taken to provide affordable care options, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Dr. Jason Reingold is a Harvard Trained, Board Certified Cardiovascular Disease specialist empowering patients to reduce complications of heart and vascular disease and to improve overall wellness. He and his team build relationships with patients and their families finding the best combination of lifestyle and pharmacologic treatments for optimal medical wellbeing.

As a recognized expert in heart and vascular diagnosis, Dr. Reingold helps patients choose the best test for their comprehensive health. When possible, he utilizes office-based, noninvasive testing to improve access, comfort, and convenience while reducing the cost of out-of-pocket expenses to patients. If you are experiencing symptoms of heart or vascular disease, need a second opinion, or want to know your risk, contact us to schedule a consultation with Dr. Jason Reingold.

Company Website |Facebook | Instagram

Dr. Jason Reingold, Cardiovascular Disease Specialist, Georgia Cardiovascular and Primary Care

Dr. Jason Reingold is a Harvard-trained, board-certified cardiovascular disease specialist with additional certifications from the American College of Cardiology, National Institutes of Health, National Board of Echocardiography, and National Board of Nuclear Cardiology. Dr. Reingold is an adjunct assistant professor at Augusta University/Medical College of Georgia in addition to leading regulatory affairs for the Georgia Chapter of the American College of Cardiology.

Dr. Reingold graduated top of his class from the University of Georgia and Emory University School of Medicine. He completed his training in internal medicine at the University of California at San Francisco and went on to study cardiovascular disease at Massachusetts General Hospital/Harvard Medical School.

Dr. Reingold focuses on the prevention and reversal of heart and vascular disease in both the young and the elderly populations. He also takes interest in the overlap of cardiovascular disease focusing on weight management, kidney disease, and diabetes.

Additionally, Dr. Reingold offers his patients access to innovative diagnostic and treatment options through his work in clinical research trials. He has served as an investigator for trials through Saint Joseph’s Translational Research Institute, Saint Joseph’s Heart and Vascular Institute., and Atlanta Clinical Research Centers. Jason is married to Jennifer Alper Reingold, a pediatric speech pathologist. They live in Sandy Springs with their 2 daughters, Kaylie and Zoey, and rescue dog Teddy.

LinkedIn | Facebook

Questions and Topics in this Interview:

• It’s 2022: Why do we still need to talk about cardiovascular disease?
• Why did you pick Alpharetta as the location for your new practice?
• What makes your Alpharetta office unique?
• Aside from the physical office, what else differentiates your office from other practices?
• How is your practice philosophy different?
• You talk a lot about vascular health and disease, why is this so important to you
• I know reducing health care costs for employees is important for our listeners, please tell us more.
• What about patients who have insurance, are you in-network with insurance?

Zahir Ladhani, Velocity Strategic Consulting

July 6, 2022 by John Ray

North Fulton Business Radio

Zahir Ladhani, Velocity Strategic Consulting

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North Fulton Business Radio, Episode 468)

Zahir Ladhani is the founder of Velocity Strategic Consulting and teaches strategy at Kennesaw State University. Zahir visited host John Ray in the North Fulton Business Radio studio to discuss how his firm coaches businesses on scaling up, what’s required of leadership to take that path, the vital role of cash, leading vs. lagging metrics, a company’s core values, their best fit clients, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Velocity Strategic Consulting works with leaders who have the willingness and desire to move their companies from where they are now to where they think they can be.

We help teams create and execute on a vision of what it looks like to win so they can:

+ Manage and accelerate their growth

+ Grow faster and more profitably

+ Generate more cash flow

+ Build high-performance teams and drive accountability

+ Spend less time in the business and more time on the business

Velocity Strategic Consulting’s proven formula of 4 Decisions, 3 Habits, and 1 Catalyst provides their clients with measurable results.

Four Decisions: People, Strategy, Execution, and Cash.

Three Habits: Priorities, Metrics, and Meeting Rhythms.

One Catalyst: Coach.

Company Website | LinkedIn

Zahir Ladhani, Managing Director, Velocity Strategic Consulting

Zahir Ladhani brings more than 30 years of ‘in the trenches’ experience with SaaS, Consumer, Human Capital, Pharmaceutical, and Management Consulting industries. A talented communicator and proven leader who has grown businesses and product lines and was a key member of the executive leadership team in the sale of a company to a Fortune 100 company. Zahir works with senior executives and leadership teams to scale up businesses by improving their discipline around people, strategy, execution, and accountability for sustainable growth. He has worked with numerous clients in easing the complexity that growth often brings, allowing leaders to focus more time on building their businesses, by leveraging transformative tools, processes and principles.

He holds a Bachelor’s degree in Mathematics and Accounting from the University of Waterloo in Canada and a Master of Arts in International Relations from Fletcher School of Law and Diplomacy at Tufts University in Boston.

Questions and Topics in this Interview:

Why do so many companies stall in their growth?
How do you define growth for a company?
Tell me more about what you mean by having the Right People in the Right seats?
Why is being the best not a good strategy?
What is more important – Strategy or Execution?
What do you mean by Revenue is vanity?

Erick Olson, Olson Associates

July 6, 2022 by John Ray

North Fulton Business Radio

Erick Olson, Olson Associates

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North Fulton Business Radio, Episode 467)

Erick Olson is a Certified Financial Planner™ with Olson Associates, a family firm celebrating its forty-second year in business. Erick and host John Ray covered the “Financial Maxi-Miser Process,” multiple options for retirement, estate planning, how they work with clients, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Olson Associates is a comprehensive financial services firm committed to helping its clients improve long-term financial success.

Their customized process is designed to grow, protect, and conserve a client’s wealth by delivering an unprecedented level of personalized service and competence.

Olson Associates is helping responsible adults pursue fiscal fitness through “THE FINANCIAL MAXI-MISER PROCESS,” helping them eliminate dangers that they may not see and capitalize on the opportunities that they may not know.

Larry Olson founded the firm in 1980 after a 22-year career at Sears headquarters in Chicago. Larry was looking to expand his career. He figured he could use his corporate experience building comprehensive business plans as a foundation to help people create their personal financial plans. He started an independent firm after gaining experience at several larger institutions because he saw a need for unbiased financial advice in the comprehensive financial plans for his clients.

Erick joined the firm in 1998 to learn how to help people retire from the toughest mentor out there, his dad. Erick now leads the firm with “The Financial Maxi-Miser Process” ^sm, developed by Larry, as the foundation for creating and implementing plans. He also continues the core value legacy that began with his father’s approach to planning and defines the way the Olson Associates team operates and prioritizes each day: Integrity, Objectivity, Diligence, Competence, Fairness, Sincerity, and Compassion.

Company Website | LinkedIn | Facebook

Securities are offered through Securities America, Inc. Member FINRA/SIPC.

Advisory services are offered through Olson Associates, a Registered Investment Advisor. Securities America and Olson Associates are separate entities.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. Investments products and services available only to residents of Alabama (AL), Arkansas (AR), California (CA), Colorado (CO), Connecticut (CT), Florida (FL), Georgia (GA), Iowa (IA), Illinois (IL), Louisiana (LA), Maine (ME), Michigan (MI), Missouri (MO), Mississippi (MS), South Carolina (SC), Tennessee (TN), Texas (TX), and West Virginia (WV).

Specialties: Pre and Post Retirement Planning needs, Survivorship needs, College Funding needs, Small Business planning/needs, Estate Planning issues/needs.

www.finra.org

www.sipc.com

Erick Olson, Certified Financial Planner, Olson Associates

With 20 years of experience in the Financial Planning business, Erick leads the firm in strategically helping clients reach saving and investing goals. Erick builds a financial plan based on all aspects of their financial lives including Retirement Empowerment, Children’s Education, Survivor Needs Planning, and Estate Planning.

Erick’s genuine interest in his clients creates relationships founded on friendship and professionalism. With a belief that planning and executing financial goals are fundamental for families, Erick ensures that clients remain on track to Retirement while preserving and building their savings. Financial Planning is not just about saving and investing, it is about forecasting and accommodating for lifestyle, milestones and goals on an ongoing and consistent basis.

Erick is a CERTIFIED FINANCIAL PLANNER ™, which is a certification requiring a rigorous exam and adherence to a proven record of professional standards. In addition to regular continuing education, Erick has a fiduciary responsibility to always act in his client’s best interests.

Erick is a graduate of the Oglethorpe University Certified Financial Planner program. He earned his Bachelor of Business Administration (BBA) with a major in Marketing from Valdosta State University in 1998.

Erick has volunteered as a “Money Matters” teacher providing financial education to people seeking financial assistance. He also donates his time to important causes like Angel Flight of Georgia. FAMILY & INTERESTS Erick, his wife Liz, and 2 daughters, Maggie and Claire, live in Woodstock, Georgia. The Olsons enjoy traveling to beach destinations and historical learning trips across the U.S. Erick also loves music, cooking, and shooting sports.

Questions and Topics in this Interview:

The Financial Maximiser process
Client Curves of Retirement
Collaborative Financial Planning
Unique Possibilities Pre and Post Retirement strategies
Estate Planning- Family Legacy

Shawna Woods, Atlanta Divorce Law Group

July 5, 2022 by John Ray

North Fulton Business Radio

Shawna Woods, Atlanta Divorce Law Group

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North Fulton Business Radio, Episode 466)

Shawna Woods, managing partner of Atlanta Divorce Law Group, joined the show to discuss the firm’s work in family law and their unique approach with their clients. The firm’s attorneys span many areas of experience, and they are committed to matching a client with the best attorney for their case. Shawna and host John Ray talked about the values the firm is founded on, the value of a prenuptial agreement, how the firm works to resolve issues without drama, empathy and active listening for their clients, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Family law is about helping individuals and families manage the emotional struggles of facing an uncertain future.

It is about their legal team being human and sensitive and empathetic to this big change that is occurring in their clients’ lives.

The Atlanta Divorce Law Group has been founded on a history of helping families through the most challenging times of their lives. This is really the niche in which their Alpharetta divorce and family law attorneys and staff have become experts.

And since they take such a holistic approach in how to help a family get through a transition, they have been involved with all aspects of the family’s life as they deal with a crisis.

The Atlanta Divorce Law Group team and its attorneys are guided by their mission and a strong set of values to bring each client their Happily Ever After Divorce®. Every divorce is unique to each client, so they strive to let compassion and growth guide an organic process of divorce.

Company Website | LinkedIn | Facebook

Shawna Woods, Managing Partner, Atlanta Divorce Law Group

Shawna Woods is the Managing Partner of Atlanta Divorce Law Group in Alpharetta, Georgia. She recently celebrated her second year anniversary with the firm this June.

Prior to being with ADLG, Shawna was working on her own after having worked and built several other firms in the Metro Atlanta area. Shawna has over 18 years of Family Law experience, which lends itself well to the legal team that she oversees. One of Shawna’s most vital roles at ADLG is preserving the firm’s culture and guiding values.

Problem-solving through the lens of ADLG’s culture and guiding values, she is able to be a successful servant leader to her clients and employees.

Questions and Topics in this Interview:

Who they are, their mission, and culture
Their holistic approach compared to the average family law attorney
What to expect from a consultation with them
The diverse background of their legal team
As a family law attorney, what is your biggest piece of advice for newlyweds or couples planning to get married?

Jason Cline and Sameera Luthur, SHRM-Atlanta and SOAHR 2022

North Fulton Business Radio, Episode 474)

Jason Cline, CAE, Chief Executive Director, SHRM-Atlanta

Sameera Luthur, Manager of Events & Emerging Content, SHRM-Atlanta

Dr. Ricardo Duran and Debra Gonzalez, Wellstar North Fulton Wound Care & Hyperbaric Center

North Fulton Business Radio, Episode 473)

Dr. Ricardo Duran, Medical Director,

Debra Gonzalez, Program Director,

Questions and Topics in this Interview:

Colin Fogarty, Mighty Dog Roofing of North Atlanta

North Fulton Business Radio, Episode 472)

Colin Fogarty, Owner,

Questions and Topics in this Interview:

Christina Rebel-Otterbach, CRO Management Consulting LLC

North Fulton Business Radio, Episode 471)

Questions and Topics in this Interview:

Stacey Ruth, Unstoppable Leader, and Author of Inside Out Smart

Stacey Ruth, Unstoppable LeaderNorth Fulton Business Radio, Episode 470)

Stacey Ruth, CPC, CEO, Unstoppable Leader

Questions and Topics in this Interview:

Dr. Jason Reingold, Georgia Cardiovascular and Primary Care

North Fulton Business Radio, Episode 469)

Dr. Jason Reingold, Cardiovascular Disease Specialist, Georgia Cardiovascular and Primary Care

Questions and Topics in this Interview:

Zahir Ladhani, Velocity Strategic Consulting

North Fulton Business Radio, Episode 468)

Zahir Ladhani, Managing Director, Velocity Strategic Consulting

Questions and Topics in this Interview:

Erick Olson, Certified Financial Planner, Olson Associates

Shawna Woods, Atlanta Divorce Law Group

North Fulton Business Radio, Episode 466)

Shawna Woods, Managing Partner, Atlanta Divorce Law Group

Questions and Topics in this Interview:

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Jason Cline and Sameera Luthur, SHRM-Atlanta and SOAHR 2022 (North Fulton Business Radio, Episode 474)

SHRM-Atlanta

SOAHR 2022

Jason Cline, CAE, Chief Executive Director, SHRM-Atlanta

Sameera Luthur, Manager of Events & Emerging Content, SHRM-Atlanta

Dr. Ricardo Duran and Debra Gonzalez, Wellstar North Fulton Wound Care & Hyperbaric Center (North Fulton Business Radio, Episode 473)

Wellstar North Fulton Wound Care & Hyperbaric Center

Dr. Ricardo Duran, Medical Director, Wellstar North Fulton Wound Care & Hyperbaric Center

Debra Gonzalez, Program Director, Wellstar North Fulton Wound Care & Hyperbaric Center

Questions and Topics in this Interview:

Colin Fogarty, Mighty Dog Roofing of North Atlanta (North Fulton Business Radio, Episode 472)

Mighty Dog Roofing of North Atlanta

Colin Fogarty, Owner, Mighty Dog Roofing of North Atlanta

Questions and Topics in this Interview:

Christina Rebel-Otterbach, CRO Management Consulting LLC (North Fulton Business Radio, Episode 471)

Christine Rebel-Otterbach, Founder and President, CRO Management Consulting LLC

Questions and Topics in this Interview:

Stacey Ruth, Unstoppable Leader, and Author of Inside Out Smart (North Fulton Business Radio, Episode 470)

Stacey Ruth, CPC, CEO, Unstoppable Leader

Questions and Topics in this Interview:

Dr. Jason Reingold, Georgia Cardiovascular and Primary Care (North Fulton Business Radio, Episode 469)

Georgia Cardiovascular and Primary Care

Dr. Jason Reingold, Cardiovascular Disease Specialist, Georgia Cardiovascular and Primary Care

Questions and Topics in this Interview:

Zahir Ladhani, Velocity Strategic Consulting (North Fulton Business Radio, Episode 468)

Velocity Strategic Consulting

Zahir Ladhani, Managing Director, Velocity Strategic Consulting

Questions and Topics in this Interview:

Erick Olson, Olson Associates (North Fulton Business Radio, Episode 467)

Olson Associates

Erick Olson, Certified Financial Planner, Olson Associates

Questions and Topics in this Interview:

Shawna Woods, Atlanta Divorce Law Group (North Fulton Business Radio, Episode 466)

Atlanta Divorce Law Group

Shawna Woods, Managing Partner, Atlanta Divorce Law Group

Questions and Topics in this Interview:

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North Fulton Business Radio, Episode 474)

North Fulton Business Radio, Episode 473)

Dr. Ricardo Duran, Medical Director,

Debra Gonzalez, Program Director,

North Fulton Business Radio, Episode 472)

Colin Fogarty, Owner,

North Fulton Business Radio, Episode 471)

Stacey Ruth, Unstoppable LeaderNorth Fulton Business Radio, Episode 470)

North Fulton Business Radio, Episode 469)

North Fulton Business Radio, Episode 468)

North Fulton Business Radio, Episode 467)

North Fulton Business Radio, Episode 466)