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Curated Collection Of The Best Interviews From Our Gwinnett Studio





J.D. Crowe of Southeast Mortgage, Julie Denise of FranNet Atlanta and Matt Reeves of Andersen, Tate & Carr Law Firm

Mike Sammond, Matt Reeves, Julie Denise, J.D. Crowe, Steven Julian

J.D. Crowe/Southeast Mortgage

Southeast Mortgage is a full-service Georgia mortgage lender offering FHA Loans, VA Loans and Conventional loans. They can assist you with your next home loan or refinance your current primary residence, second home, or investment property. Southeast Mortgage is also licensed in Alabama, Florida and South Carolina, allowing them to extend their mortgage lending services to out-of-state clients. One of the few Georgia mortgage lenders with processing, underwriting and document preparation all housed in Atlanta to serve you better.

Southeast Mortgage was founded in 1993 and the leadership team has assembled a dedicated group of mortgage professionals with extensive experience in client relations and all aspects of the mortgage industry. With a qualified and enthusiastic team of professionals, the company continues to experience unparalleled growth.

Julie Denise/FranNet Atlanta

FranNet Atlanta clients are interested in becoming business owners by purchasing a franchise business. This is a critical decision in someone’s life and each situation is vastly different. FranNet helps by first completely understanding your situation, providing franchise education, assessing your skills, and helping you formulate a solid success plan. They research businesses that fit that plan, make those introductions, and guide them through the research. This service is free to clients; they are like executive recruiters for franchisors. The firm is national and all businesses are scrutinized before they work with them.

Matt Reeves/Andersen, Tate & Carr Law Firm

Andersen, Tate & Carr, P.C. is known for its full-service approach to legal services. Their attorneys adeptly handle a range of legal issues including civil litigation, real estate, business law, corporate finance, employment law, estate planning and probate, family law, personal injury and criminal defense.

When a client’s legal matters involve different practice areas, they are poised to quickly and comprehensively address any aspect with a team approach. For an in-depth review of any business-oriented or individual legal concern, contact Andersen, Tate & Carr, P.C. to schedule a consultation.

 

Scott Phelan with Morgan Stanley and David and Bobby Kim with Breakers Korean BBQ

Mike Sammond, Scott Phelan, David Kim, Bobby Kim, Steven Julian

Scott Phelan/Morgan Stanley

Scott Phelan has over 20 years of financial advising and planning experience. Currently, he is Senior Vice President, Portfolio Management Director & Financial Advisor, with Morgan Stanley where his focus is wealth building for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning. Scott has been part of Morgan Stanley’s prestigious Century Club for the past 3 years, an elite group composed of the firm’s top Financial Advisors that recognizes consistent creativity and excellence in providing a wide range of investment products and wealth management services to clients.

David & Bobby Kim/Breakers Korean BBQ

Breakers Korean BBQ is the number 1 place for Korean BBQ in the metro Atlanta area. Breakers opened its door in the Atlanta area in 2015, and is ranked in the top 50 among all restaurants in Atlanta magazine. Ranked Number 1 Korean restaurant in the area by TripAdvisor and Yelp. Breakers Korean BBQ offers Korean style beef, short ribs, pork belly, chicken, and seafood. Full service bar and private dining options for events are available. Open for both lunch and dinner. Breakers is currently expanding and has opened locations in Dallas, Los Angeles, and Washington D.C. recently.

 

 

Amy & Nate Wilson with Muze Salon Suites and John Moulton with Hundsperg Knives

Steven Julian, John Moulton, Nate Wilson, Amy Wilson, Mike Sammond

Steven Julian, John Moulton, Nate Wilson, Amy Wilson, Mike Sammond

Amy & Nate Wilson/Muze Salon Suites

Muze Salon Suites was created By Amy & Nate Wilson from her dream to open a full service salon. Her passion is to empower women to become their own boss and run their own salon business. Being a Beautician herself she aspired to bring a new energy to the industry that offers much more than a suite to her tenants. Muze is not a corporation or a franchise chain, they are family owned and operated with a passion to help others succeed. Muze offers a collection of private luxury salon suites operated by elite beauty professionals offering many services all in one location. Muze is your one stop beauty mall!

John Moulton/Hundsperg Knives

The goal: To make the best possible tools for your specific task and simultaneously spend as much quality time with their family as possible. This, is how Hundsperg was born. Hand forged and hand made kitchen, carry and camping knives located in Marietta GA.

 


A big THANK YOU to Nona and the staff at BAHAMA BREEZE for the outstanding lunch spread!

 

Butch Goldi with QTS Data Centers and Lori Snow with Condor Tours & Travel

Steven Julian, Lori Snow, Butch Goldi, Mike Sammond

Steven Julian, Lori Snow, Butch Goldi, Mike Sammond

Butch Goldi/QTS Data Centers

QTS Data Centers (NYSE: QTS) is a leading provider of secure, compliant data center, hybrid cloud and managed services. QTS features the nation’s only fully integrated technology services platform providing flexible, scalable solutions for the federal government, financial services, healthcare and high tech industries. QTS owns, operates or manages more than 5 million square feet of data center space and supports more than 1,000 customers in North America, Europe and Asia Pacific. Including centers in Metro Atlanta and Suwanee, QTS has more than five million square feet of data center space. In addition, QTS’ Critical Facilities Management (CFM) provides increased efficiency and greater performance for third-party data center owners and operators.

Lori Snow/Condor Tours & Travel

lori-snow-condor-tours-travelCondor Tours & Travel is a leisure Travel supplier for worldwide travel. Their business model keys in on personalized travel packages for their clients that is about impossible to build online. They do air, hotels, transfers, tours, rental car, rail tickets, cruises on both ocean and river. They work with multiple tour suppliers to offer a turn key travel experience. If you have a special interest travel , they have the resources to suit those as well.  For example, Full solar Eclipse – best place to see it is July 2019 in Chile – Condor has put a group together for that.  How about visiting CUBA for architecture or art, they do that! Birding in Central or  South America they do that!  South Africa Safari and swim with great whites,  wine in France or Italy, Religious touring, honeymoon, destination wedding and the list goes on.  Condor and its team of 6 have the knowledge to make it happen. They spend a great deal of time doing onsite visits as well as extensive webinars to make sure they offer you the traveler the exact experience you  are seeking.

 

 

 

 

 

Tim McCormack with Business Transition 360 and Jeff Cohen with Attack Digital Marketing

Steven Julian, Tim McCormack, Jeff Cohen, Mike Sammond

Steven Julian, Tim McCormack, Jeff Cohen, Mike Sammond

Tim McCormack/Business Transition 360

Business Transition 360 is a new furniture dealership, space planning and design company with expertise in all facets of business transition, renovation, relocation and decommission of a workspace, essentially a single source solution for business transition events. Business Transition 360 specializes in helping clients 6 to 12 months before a transition event with planning, design and furniture concepts for a new office space. Business Transition 360 serves clients like Fiserv ( Decommissioning a 500,000 square foot campus), Jacobs Engineering ( New Furniture, relocation and decommissions as a Master Service Provider), Mark Spain Realty ( New Furniture, Space planning for office expansion, new business furniture, IST Management-space planning and branded solutions for new furniture as they grow and many more clients which include sustaining used furniture for clients looking for cost effective solutions as they start up and grow their operations. New Lines include AIS, Compel, Logiflex, Hyer, Great Openings, Office Star and many more.

Jeff Cohen/Attack Digital Marketing

ATTACK Digital Marketing is an agency that works with sales-driven organizations to connect marketing to the sales process to increase ROI on the marketing investment and to grow sales pipelines. The four key areas that they work in: 1) Aligning Marketing and Sales 2) Implementing Inbound marketing strategies, 3) Website development and 4)SEO and content creation

Rebekah Ratliff with Capital City Mediations, Venus Desai with NuGen Systems, and Stephen Box with Stephen Box Fitness & Nutrition

Steven Julian, Venus Desai, Stephen Box, Rebekah Ratliff, Mike Sammond

Steven Julian, Venus Desai, Stephen Box, Rebekah Ratliff, Mike Sammond

Rebekah Ratliff/Capital City Mediations

Capital City Mediations is an alternative dispute resolution firm, based in the Atlanta area, operating nationally. President, Rebekah Ratliff is a credentialed former insurance professional with expertise in complex casualty claims loss matters. Having supervised countless law firms and evaluated thousands of cases, Rebekah is masterful in navigating the negotiation process and remains committed to mediation as a first choice in dispute resolution. In civil matters, Rebekah evaluated and negotiated high exposure cases for top casualty carriers, with settlements totaling in the millions. She offers case evaluation services to assist with early resolution. Rebekah spent 25 years as a claims professional managing civil cases across the country, in numerous areas including, but not limited to Products Liability, Trucking and Auto Liability, Medical Malpractice, Commercial Premises Liability, as well as Personal Injury/Wrongful Death. She is registered with the Georgia Office of Dispute Resolution as a civil and domestic Mediator and Arbitrator.

Venus Desai/NuGen Systems

NuGen Systems develops and supplies High Power Li-ion batteries for indoor mobile material handling vehicles. Team has done this in the electronics space and is working to do the same for an unmet need in the Material Handling Space. 99% of potential customers, today, use Lead Acid Batteries. NuGen batteries allow these customers to have batteries that are fast to charge, 8x smaller in capacity, better than cost parity on upfront costs, and last 2.5 times longer and in many cases provide for a zero-downtime, lead-free operation.

Stephen Box/Stephen Box Fitness & Nutrition

Stephen Box Fitness & Nutrition is built around client-centered coaching that focuses on efficient, effective workouts and nutrition that fit your lifestyle. Stephen Box is a certified fitness trainer and nutrition coach who understands the challenges of losing weight having personally lost 80lbs. He has proudly spent the past 6 years helping busy professionals in Gwinnett improve their fitness levels leading to increases in energy, strength, and productivity. At Stephen Box Fitness & Nutrition the focus is on creating long-term results instead of quick fixes that don’t last. If you’re ready to commit to taking back control of your health, you’re ready to train with Box!

Jim Cichanski with Flex HR, Rob Moffa with Ernest Sports, and Lenore Graham “The Money Lady” with Prosperitas Financial

John Ray, Lenore Graham, Rob Moffa, Jim Cichanski, Steven Julian

John Ray, Lenore Graham, Rob Moffa, Jim Cichanski, Steven Julian

Jim Cichanski/Flex HR

Flex HR, a professional Human Resources organization, has been assisting businesses for over 16 years. Whether you have one HR project, or need Senior HR Strategic help or want to fully outsource your Human Resources activity, Flex HR can design the right plan for your organization.

 

 

Rob Moffa/Ernest Sports

Ernest Sports provides a full line of launch monitors to fit any golfer’s needs. With products designed for teachers, driving ranges, club fitters & golf novices, know your shot statistics instantly and improve your game with a launch monitor from Ernest Sports.

 

 

Lenore Graham/Prosperitas Financial

Prosperitas Financial Group is the nation’s leader in Living Benefits life insurance. A company represents a “culture.” At Prosperitas Financial Group, it is the coming together of people around a common set of values, beliefs, and purpose. It’s more than products and services, or features and benefits. It is about sharing a common cause. It is about their customers achieving peace of mind.

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To watch the video of this show CLICK HERE.

Monte Ortel & Stan Hall with the Mitsubishi Electric Classic, Ryan Lucia with Aaron Overhead Doors of Atlanta, and Dimitry Mikhaylov with Paranoia Quest Escape the Room

Steven Julian, Monte Ortel, Stan Hall, Dmitry Mikhaylov, Ryan Lucia, Mike Sammond

Steven Julian, Monte Ortel, Stan Hall, Dmitry Mikhaylov, Ryan Lucia, Mike Sammond

Monte Ortel & Stan Hall/Mitsubishi Electric Classic

The Mitsubishi Electric Classic will return to the metro Atlanta area April 10-16, 2017 and will feature legends of the game such as Tom Watson, Miguel Angel Jimenez, and Bernhard Langer. The Mitsubishi Electric Classic proudly stands as a premier golf tournament on the PGA TOUR Champions, but this event is much more than a golf tournament. The events and activities associated with the Mitsubishi Electric Classic provide an all-inclusive, entertaining atmosphere and the beautiful views of TPC Sugarloaf serve as a backdrop for world-class golf and provide the perfect venue to mingle with friends and business leaders while watching the legends of the game. The event, which will benefit local charities through the Gwinnett Championship Foundation Inc., has raised over $1 million since the first tournament in 2013. All three rounds of the Mitsubishi Electric Classic will be televised internationally by Golf Channel.

Ryan Lucia/Aaron Overhead Doors Atlanta

There are many choices when searching for a local Atlanta GA garage door company. Aaron Overhead Doors are one of many. However, they believe they are different. They aren’t a garage door company, they are a customer service company who hired the best garage door technicians and installers to work for them. Can you imagine an experience that goes great and if something happens the company stands by you to help take care of it? They are bringing back the old way of doing business. Honesty, integrity, and great follow up is what they are committed to. If you need garage door repair or installation in North Atlanta, don’t hesitate to call or text 24/7.

Dmitry Mikhaylov/Paranoia Quest Escape the Room

Paranoia Quest is escape room. It’s place where teams of 2-12 people try to escape the room in 60 minutes by Solving puzzles and riddles, finding clues and opening secret locks using your logic and teamwork. It’s a fun time to spend with your date, family, friends or coworkers. With locations in downtown of Atlanta and with a Virtual Escape Room in the Mall of Georgia-Buford.

 

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To watch the video of this show CLICK HERE.

 

 

 

WEALTH MATTERS: Making Financial Sense of Your Divorce

Millie Baumbusch, Michael Bean, JoAnne Donner, Steve Kirson, Robert Port

Millie Baumbusch, Michael Bean, JoAnne Donner, Steve Kirson, Robert Port

Michael Bean/Divorce Sense

Michael is a financial professional in the Atlanta area who specializes in evaluating and advising clients on the tax and financial aspects of divorce. With a first-hand understanding of how highly emotional the divorce process can be, Mike is dedicated to lightening the burden of each client by thoroughly dissecting the financial elements of the client’s divorce, with a keen focus on what is in his or her best interests. He is committed to helping his clients understand the more complex tax and financial implications of his or her particular case and provide thoughtful, objective solutions to the financial questions an individual must ask when filing for divorce. As both a Certified Public Accountant and Certified Divorce Financial Analyst, Mike is uniquely equipped to recognize frequently overlooked financial hurdles and inequities in the settlement process, from the unforeseen tax ramifications of losing, dividing, or gaining certain assets to the unveiling of hidden assets. Based on his analysis, Mike advises clients on which assets to fight for and the valuation and division of those assets. He also assists in child support and alimony proposals and provides forward-looking income, expense and net worth projections. Mike received his undergraduate degree in Accountancy from Emory University’s Goizueta Business School and completed his graduate work in Financial Planning from Duke University. He is collaboratively trained by the Collaborative Law Institute of Georgia. Mike is former Vice President and Board Member for the Association of Divorce Financial Planners (ADFP), and is an active member of the Institute of Divorce Financial Advisors (IDFA), two of the most nationally recognized and respected professional organizations in the Divorce Planning industry. Mike has been highlighted numerous times for his commitment to his clients and service to Atlanta’s business community, having been featured in Divorce.com magazine and recognized by Atlanta Magazine as a Five Star Wealth Management ‘Best in Class for Customer Service’ for three successive years. During his 25 years as an Atlanta resident, he has developed strong ties to both his clients and the community, founding and running The Georgia Tuition Assistance Program, a 501(c)(3) organization that awards scholarships to children of single parent households due to death or divorce.

JoAnne Donner/Donner Mediation & Coaching

JoAnne Donner MS, CDFA, CDC, CDPC, is a trained, certified and registered mediator whose areas of expertise include divorce, eldercare, civil, workplace, and family conflict. She is also a certified coach and offers services in mediation coaching, divorce coaching, and conflict coaching.  As a mediator, Ms. Donner excels at creating an environment where disputing parties can productively address issues and work toward a mutually-satisfying resolution that considers the needs of both sides. As a divorce coach, she is a supportive ally, helping divorcing individuals successfully navigate the many emotional, financial, and logistical challenges of the divorce process. She serves as a resource for divorce information and professional referrals and also helps clients identify goals and priorities, get organized, and gain credibility and confidence. As a mediation coach, she helps disputants prepare for the pressures, pitfalls, and possibilities of a mediation session. She is a firm believer that pre-mediation preparation can make the difference between a successful outcome at the mediation table or years of wishing something different had been decided on mediation day. In conflict coaching, Ms. Donner helps individuals and families effectively manage relationship and communication difficulties both at home and in the workplace. Ms. Donner is a Magna Cum Laude (first in class) graduate of the Master’s Program in Conflict Management at Kennesaw State University, a graduate of Kent State University, and a member of the Distinguished Alumni Hall of Fame at Cleveland Heights High School in Cleveland, Ohio. She is named in Who’s Who in America, Who’s Who of American Women, Who’s Who in the Registry of Business Leaders, Who’s Who in the Media and Communications and Personalities of America. She is a member of the Golden Key International Honorary. An award-winning interviewer and writer, she has been an active part of Atlanta’s professional community for more than 25 years. She has also been active in Atlanta’s charitable community, donating her time to many worthwhile causes especially those assisting the elderly and the developmentally-disabled. She currently is a corporate sponsor, board member, and past co-chair of the Board of Directors of Visions Anew Institute, an organization that supports and educates individuals and families in the midst of the divorce process. She also contributes volunteer time to The Link Counseling Center, a nationally-recognized facility for psychological counseling in Atlanta, Georgia.

Steve Kirson/Kessler & Solomiany

Steve began his career as a labor and employment lawyer with Ford & Harrison. Steve took a detour from the practice of law and was a Financial Advisor with UBS for half a dozen years, working with business owners and other high net worth individuals. Steve returned to the practice of law fourteen years ago, and has practiced family law exclusively since that time. He is a Senior Attorney with Kessler & Solomiany, a firm practicing exclusively family law, and previously practiced family law with Warner Bates & McGough. Steve is AV rated by Martindale Hubbell, is a Barrister in the Charles Longstreet Weltner Family Law Inn of Court, and has been listed in the Atlanta Magazine Top Family Law Attorneys in Georgia for 2014, 2015 & 2016. Steve’s previous presentations have included the Fiduciary Law Institute of the State Bar of Georgia, the Atlanta Bar Association Estate Planning Section, Emory Business School, Georgia Growth Companies CLE and the Georgia Society of CPA’s. Steve represents business owners, professionals and other high net worth individuals, in divorces, post-divorce modification and enforcement actions, custody and support matters, and prepares prenuptial and post-nuptial agreements.

ABOUT GASLOWITZ FRANKEL, LLC:

GF logoGaslowitz 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.

To watch the video of this show, CLICK HERE.

If you would like to watch 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

Twitter: https://twitter.com/EstateDispute

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

 

 

 

STRATEGIC INSIGHTS RADIO: Why it is Essential to Have a Solid Plan To Achieve Success in Business?

Bob Lamp'l and Vlad Rusz

Robert Lamp’l and Vlad Rusz

Today’s topic:Why it is Essential to Have a Solid Plan To Achieve Success in Business?

ROBERT LAMP’L/BUSINESS PLANS & MORE

Robert is the founder and CEO of Business Plans & More, Inc. a spin-off from his other company, Accounting Business Center, Inc. Robert is a member of the Georgia Association of Accountants and Tax Professionals (GAATP), a national organization, of which Robert is the Statewide past President. Also the National Society of Accountants, the National Association of Certified QuickBooks Pro Advisors, the National Advisors Network and he is currently an Abassador for the Gwinnett Chamber of Commerce as well as a member of the Suwanee Business Alliance. Robert J. Lamp’l has an M.B.A. with an extensive background in accounting, having 30+ years experience in the public arena as Corporate Controller, Accounting Manager, and Treasurer for small to large companies covering several industries in multi-state environments. He serves as a board member of numerous companies (for both profit and not for profit entities). And in his spare time he performs with a Choral Group and the Northwinds Symphonic Band.

VLAD RUSZ/STERLING ROSE CONSULTING CORP

Sterling Rose Consulting Corp is a Gwinnett County, GA based company that provides business plan creation and review, online and offline marketing, marketing plan creation and review, ongoing marketing services, accounting, bookkeeping, financial analysis, operations and business consulting. Sterling Rose Consulting Corp.’s staff has over 100 years of successful entrepreneurial experience. In addition, the CEO of the Company, Vlad Rusz, has launched and ran four successful businesses that currently range in age from 17 months to 7 years old with gross revenues ranging from $175,000 to over $5.0 million.

Sterling Rose Consulting Corp. prides itself on providing quality, investor ready documentation. The company takes it even one step farther to make sure that the client understands how to effectively present these documents, whether they are being prepared for internal use or outside investors. Sterling Rose Consulting also provides full loan SBA packages, Immigration Visa Business Plans, Commercial Lending Business Plans, Commercial Space, Growth, Not-For-Profit and Venture Capital/Investment Ready Plans.In addition, Sterling Rose Consulting Corp also provides Zoho Customization, Design and Implementation, Custom CRM solutions, Payroll, Bookkeeping and Accounting Services.

 

ABOUT “STRATEGIC INSIGHTS RADIOStrategic Insights Radio” is intended to be an interactive radio show hosted by Sterling Rose Consulting Corp. Listeners can Tweet their questions for a live response on the radio to @sterling_rose1 or via @strategicradio. Also, suggestions on business topics that listeners would like to learn more about are welcome. Please send suggestions to info@sterlingroseconsultingcorp.com.