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Curated Collection Of The Best Interviews From Our Gwinnett Studio

Judy Young Doering & Julie Amerson with Noble Village Senior Living

Mike Sammond, Judy Young Doering, Julie Amerson, Steven Julian

Mike Sammond, Judy Young Doering, Julie Amerson, Steven Julian

Judy Young Doering & Julie Amerson/Noble Village Senior Living

Noble Village Senior Living is a privately, locally family-owned development company that’s been in business over twenty years and specializes in building, owning and operating senior living communities. These communities provide a continuum of care, from independent living cottages and homes, to independent living apartment homes, to licensed assisted living and memory care. Noble Village Senior Living has built several communities in metro Atlanta including Johns Creek and Suwanee, and are currently building a new community in Peachtree Corners. They currently own and operate Noble Village at Sugarloaf in Suwanee and plan to open the new community Noble Village at Spalding in Peachtree Corners in the Spring of 2015.

OPEN FOR BUSINESS presented by the Gwinnett Chamber of Commerce

Sid Theus, Chris Willis, Genie Burnett, Stacey Williams, Vince DeSilva, Mike Sammond

Sid Theus, Chris Willis, Genie Burnett, Stacey Williams, Vince DeSilva, Mike Sammond

Open for Business highlights and celebrates many of the top businesses and community leaders that make Gwinnett County a great place to work… and a great place to live. Selected shows will also discuss important and relevant topics that affect the business climate in and around Gwinnett County

Today’s Guests:

Dr. Genie Burnett/Manna Fund

???????????????????????????????Manna Fund has been operational for 8 years. Manna Fund is a 501c(3) non-profit organization dedicated to providing hope and financial assistance to individuals who need treatment for eating disorders. Manna Fund provides funds for residential and inpatient eating disorder treatment for individuals lacking insurance coverage or for those with inadequate insurance coverage. Manna Fund grants scholarships to recipients by providing direct payment to partnering eating disorder treatment facilities.

Their Mission is to address the epidemic of eating disorders by providing prevention programs, education, research, and financial assistance for treatment to all qualified individuals through well-administered programs.

Chris Willis/Willis Mechanical

Chris Willis, Willis MechanicalWillis Mechanical is a mechanical contractor based in Norcross, GA. They provide a full spectrum of HVAC and refrigeration service to commercial and industrial clients. With innovative offerings such as a 2 hour emergency response time guarantee (that has never been broken), Willis Mechanical is growing fast!


Stacey Williams/Foster & Witmer

???????????????????????????????Foster & Witmer in an independent insurance agency specializing in the hard to place risk. They have been serving the Atlanta area since 1976. If you have tickets, accidents, credit problems or no prior coverage for your auto, home or business, they can help.  Foster & Witmer is ” Big Enough to have the Markets and Small Enough to Care”.

Sid Theus/American Painting & Renovations

Sid Theus, American Painting & RenovationsAmerican Painting & Renovations has grown exponentially in the residential, commercial and multi-family property industries because of quality workmanship, competitive pricing and reliable service to all of their customers. APR is currently licensed in 33 states and has no plans to stop there! The company and the subcontractors perform a host of renovation and construction services across the country, including apartment-to-condo conversions and interior and exterior renovations. American Painting also provides the residential, commercial and multi-family communities with services such as exterior painting, concrete, roofing, stucco, siding, gutter replacement, carpentry, welding and much more.


Tom Mitchell with Autorama Pre-Owned Cars and Lei Gray with Siegel Insurance

Steven Julian, Tom Mitchell, Lei Gray, Mike Sammond

Steven Julian, Tom Mitchell, Lei Gray, Mike Sammond

Tom Mitchell/Autorama

???????????????????????????????Autorama Pre Owned Cars has been in business for 17 years I started out with the Pope organization and worked my way up to GM then decided to go on my own. We are a family run business as my Wife works here and my father and my GM has been with me for over 25 years too. We have a A+ rating with the BBB.


Lei Gray/Siegel Insurance

???????????????????????????????Siegel Insurance is an independent property & casualty agency focused on insuring high value homes and high net worth lifestyles. We represent the top insurance carriers including Chubb, Ace & Travelers among others. As an independent advisor, we make sure that our clients have the right coverage for their unique needs with the best company for their exposures.

“HOW WEALTHY FAMILIES CAN TALK WITH THEIR CHILDREN ABOUT WEALTH” with experts Donna Trammell, Barry Frankel, and David Dodson | Hosted by attorneys Adam Gaslowitz and Craig Frankel

Adam Gaslowitz, Craig Frankel, Donna Trammell, David Dodson, Barry Frankel

Adam Gaslowitz, Craig Frankel, Donna Trammell, David Dodson, Barry Frankel

When is the best time to talk to children about money and the family’s wealth? How do you pass values to children instead of just money? How does the generation that created the wealth avoid producing a generation without drive and ambition? How can you educate children to become good stewards of the family wealth? If you ever ask yourself these or similar questions, 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 episode of “Wealth Matters,” attorneys Adam Gaslowitz and Craig Frankel lead a panel discussion with Donna Trammell, Director of Family Wealth Stewardship and Managing Director at Bessemer Trust; Barry Frankel, Partner-In-Charge of the Dispute Resolution Services Group at Habif, Arogeti & Wynne, LLP; and David Dodson, Executive Director and Financial Advisor at Morgan Stanley Wealth Management. The topic of their discussion is “How Wealthy Families Can Talk With Their Children About Wealth.”

??????????ABOUT DONNA TRAMMELL: As a Director of Family Wealth Stewardship and Managing Director at Bessemer Trust, Donna Leads Bessemer’s initiatives with next-generation education, family communication, and governance. She works directly with clients’ families on a range of issues, including tailoring wealth educational programs for individual family members, facilitating family meetings, and helping family members make decisions as a group. Donna shares best practices and practical techniques gleaned from Bessemer’s experience working with multigenerational families. She is a certified 21/64 multi-generational facilitator.

??????????ABOUT BARRY FRANKEL: As a Partner in Charge of the Forensic Accounting, Litigation Support, and Business Valuation Services practice group of Habif, Arogeti & Wynne, LLP, Barry is a leader of a team that was named Georgia’s Outstanding Forensic Accounting practice for 2013 (and 2012) by The Daily Report. The services provided by his firm include internal investigations, transaction analysis, business valuations, damages calculations, and related matters. His personal experience includes commercial and domestic cases, and he is also an experienced mediator, an arbitrator, and a court-appointed Special Master/Auditor and Receiver. He works out both Atlanta and Sarasota, FL offices.

??????????ABOUT DAVID DODSON: As a Financial Advisor and Executive Director at Morgan Stanley Wealth Management, David Dodson has been assisting client families and their advisors in devising, planning, and implementing wealth management and transfer strategies for approximately twenty years. Having served as a senior trust and estates specialist, as well as Division Director, with responsibility for the tax attorneys, trust specialists, and insurance specialists within Merrill Lynch’s Wealth Structuring Group from Michigan to Florida, David offers clients valuable perspective on the tools, strategies, and best practices related to the constructive transfer and efficient administration of significant wealth.

If you enjoyed the show and would like to connect with our guest experts, please see their contact information below.

To view all episodes of “Wealth Matters,” visit this Pinterest board – click here

To watch the video introduction of our hosts – click here

To watch the video of this show – click here

Remember to come back and listen live every 4th Wednesday of the month at 8:30 am!

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Thank you for your support! Feel free to share this episode with your friends and colleagues.


Donna Trammell

Barry Frankel

  • website
  • phone: 404-898-8211
  • email:

David Dodson


ABOUT GASLOWIZ FRANKEL LLC: 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.

Estate-related fiduciary litigation:

  • Will Disputes
  • Estate Disputes
  • Trust Disputes
  • Guardianships and Conservatorships
  • Appeals
  • Alternative Dispute Resolution

Business-related fiduciary litigation:

  • Shareholder / Partnership Disputes
  • Oppression of Minority Shareholders
  • Conversion / Misappropriation of Corporate Assets
  • Business Divorces

Securities and investment arbitration and litigation:

  • Breach of Fiduciary Duty
  • Churning, Excessive and Unauthorized Trading
  • Unsuitable Investments
  • Elder Financial Abuse
  • Failure to Diversify Investments
  • Failure to Supervise Brokers
  • Improper and High Pressure Annuity Sales
  • Private Placements and Limited Partnerships
  • Non-traded REITS
  • 401k, IRA, and other Pension / Retirement Abuse
  • Ponzi Schemes and other Investment Frauds

Peter Oliver and Shaun Golden with Green4Solutions

Shaun Golden, Mike Sammond, Peter Oliver, Steven Julian

Shaun Golden, Mike Sammond, Peter Oliver, Steven Julian

Peter Oliver and Shaun Golden/Green4Solutions

???????????????????????????????Green 4 Solutions is the largest Microsoft Dynamic CRM provider in the sports and leisure industry, with support in E Communications, Loyalty& Rewards, and other ways to improve the customer/fan experience. They have over 200+ clients, worldwide, and are looking to grown their presence in the U.S.





Aric Castleberry with Aric C. Cosmetics, Jordan Sandler and Katie O’Connor with KMS Technology Solutions, and Mary Overstreet with GROW Counseling

Steven Julian, Jordan Sandler, Katie O'Conner, Mary Overstreet, Aric Castleberry, Mike Sammond

Steven Julian, Jordan Sandler, Katie O’Connor, Mary Overstreet, Aric Castleberry, Mike Sammond

Aric Castleberry/Aric C. Cosmetics

???????????????????????????????Aric Castleberry is an Atlanta based make-up artist, salon owner and founder of Aric C. Cosmetics. He began his career as a professional photographer where he learned firsthand that applying make-up was anything but easy. In 1999, Aric realized his client base was growing and very loyal, and he responded to their encouragement to start his own line of  cosmetics. His years of experience in the retail trenches paid off as it allowed him to collect the best-preforming products across multiple brands, which became the basis for his line and are the formulas that support what he now calls his “Blueprint for Beauty”.

Jordan Sandler & Katie O’Connor/KMS Technology Solutions

???????????????????????????????KMS Technology Solutions grows brands by offering state-of-the-art marketing strategies while providing the support to participate in today’s changing technological world. Companies use KMS as their full-time marketing team or simply for consulting a new  product/service campaign to ensure success. As a dedicated member of your team, KMS provides custom IT solutions that create unrivaled value for your company along a tailored plan to reach your target market.

Mary Overstreet/GROW Counseling

???????????????????????????????Grow Counseling is a practice of licensed therapists in the Atlanta Metro area with office locations in Suwanee, Buckhead and Peachtree City. They provide counseling services to individuals, couples, families, teens, and children for concerns such as stress management, addictions, marital conflict, life transitions, grief, parenting and more. They offer workshops  in the workplace and community on a variety of topics to encourage team building and stress reduction in the workplace.

Bryan Batson with Atlanta Gas Light and Jauxniece Palmer with R.E.C.E.S.S. Programs


Steven Julian, Bryan Batson, Jauxniece Palmer, Mike Sammond

Steven Julian, Bryan Batson, Jauxniece Palmer, Mike Sammond

Bryan Batson/Atlanta Gas Light

Atlanta Gas Light provides American, abundant and affordable natural gas efficiently to 1.5 million Georgians. They’ve been a trustworthy source of safe, clean energy — and a constant partner to almost 200 counties they serve throughout Georgia — since they installed the City of Atlanta’s first natural gas streetlights more than 150 years ago.

Today, AGL is the eighth largest natural gas distribution utility in the United States and the largest in the Southeast. In Georgia’s deregulated natural gas market, AGL does not sell natural gas to customers. Instead, AGL operates and maintains the infrastructure that delivers reliable natural gas to customers of certified natural gas marketers.

Jauxniece Palmer/R.E.C.E.S.S. Programs

R.E.C.E.S.S. Programs is the only branded programs that offers health clubs of all sizes the ability to serve multiple generations simultaneously. They do this by seamlessly integrating youth and older adult programming into the fabric of the facility, without compromising the integrity of the club… but instead enhancing it.